CONNECT

Address:

1234 West Chester Pike, Second Floor

West Chester, PA 19382

Phone:

484.928.1700

Fax/Other:

484.928.1701

Awards

Our awards and recognition serve as daily reminders to continuously strive to selflessly deliver exceptional service to our clients with each interaction.

  • Kevin – Philadelphia Five Star Wealth Manager1 (2011, 2012, 2013, 2014, 2015, 2016)
  • Kevin – Bank Investment Consultant Magazine Top 100 Reps2 (2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016)
  • John – Philadelphia Five Star Wealth Manager1 (2011, 2012, 2013, 2014, 2015, 2016)
  • John – Bank Investment Consultant Magazine Top 100 Reps2 (2013, 2014, 2015, 2016)

1 The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or award. Working with a Five Star Wealth Manager is no guarantee of investment success. For more information go to http://bit.ly/2dVQQFc

2 Based on composite score of assets under management, production and fee business. For more information see http://bit.ly/2hqSBZO