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Details

A PERSONAL APPROACH TO INVESTING WITH CONCIERGE SERVICE.

General Info

We provide objective and timely advice and guidance -- with the highest level of professional service -- in building and preserving wealth for our clients as well as providing income. We offer a complete range of investment strategies designed specifically for your individual goals.

HoursCLOSED NOW
Regular Hours:
Mon - Fri

Contact Info

Phone:

Main - 570-991-4111

Patricia Blazejewski, CFP - 570-991-4110

Address:
672 S River St Ste 300 Wilkes Barre, PA 18705
Email:

Categories
Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Securities, Retirement Planning Services
Services / Products
Investment Strategies, Portfolio Analysis, Retirement Planning and Retirement Income Distribution. We will structure your portfolio using the disciplines of asset allocation; utilizing a mixture of active and passive asset management strategies aimed towards performance, style adherence, managed risk and tax efficiency.
Associations
CERTIFIED FINANCIAL PLANNER
AKA

James Blazejewski, CFP

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