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.
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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.
Not all Registered Representatives with our firm are able to offer advisory services.