Our Wealth Strategists have built a reputation for excellence in the Greater Philadelphia area. As a result, they are often called upon to speak with the media regarding current financial related legislation, pending changes in regulations and their overall approach to assisting clients in meeting their financial objectives. They welcome these calls, but as a matter of course request that you direct your inquiries appropriately so they can quickly respond to your call.
If you would like to speak with Nick H. Meyers, CFP®, AEP, Founder & Wealth Strategist or Philip R. Stern, CPA*, CFP®, CRPC®, Wealth Strategist please contact:
Judy A. Zarzatian at 856.488.2805 to schedule a discussion.
You can also email Judy at: Judy.Zarzatian@WealthPilotFinancial.com
*Licensed, not practicing.
Securities: Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Kansas, Massachusetts, Maryland, Michigan, New Mexico, North Carolina, New Jersey, New York, Ohio, Pennsylvania, South Carolina and Texas
Investment Advisory services offered in New Jersey, North Carolina, Pennsylvania and Texas.
Insurance: Arizona, Delaware, Florida, Illinois, Massachusetts, Maryland, Michigan, North Carolina, New Jersey, New Mexico, New York, Pennsylvania, South Carolina,Texas
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
