Stonehenge Advisor Group LLC

Name: Stonehenge Advisor Group LLC
Address: 643 BRIDGE ST., Schwenksville, Pennsylvania, 19473, US
Telephone: (610) 287-4869

Images

Videos

Blogs

About

I am licensed in PA, DE, MD, NJ, and Ohio. What I was looking for when I founded Stonehenge Advisor Group LLC, was to have the ability to recommend to my client any type of product or investment that best fits their situation without a hidden agenda from an outside group. I am not just here to make a quick dollar I am committed to excellence I care about my clients. The financial planning philosophy at Stonehenge Advisor Group LLC is really geared around this understanding that the process of planning for retirement can be overwhelming for a lot of people. It's very complex and we try very hard to deliver the information to our clients in a way that is easy to understand. Once we understand the client’s goals and objectives then we go to work to deliver a plan that helps them achieve their goals. Financial planning is a process that accomplishes ascertaining the client’s financial goals and objectives and then it is my job to develop a plan for achieving the client’s goals and objectives. I always tell my clients when we first meet that this isn’t a race it is a process. At Stonehenge Advisor Group LLC, I use a team model approach, we can work with your CPA, Estate Planning or Elder Law Attorney or we can refer them to one of our trusted professionals. We help our clients with everything that is Retirement, such as assisting you with choosing the right Medicare Plan, optimizing social security benefits, analyzing your retirement risks, developing and income plan, legacy

Phone

(610) 287-4869

Address

643 BRIDGE ST.
Schwenksville, Pennsylvania 19473

Map It!

County

Montgomery County, Pennsylvania

Home City

Schwenksville, Pennsylvania

Contact

Send a Message

Directory Category