Diamond State Financial Group

Individuals today are increasingly inclined to use an objective planner to determine their financial needs' one who offers low-cost products to satisfy these needs and who provides the ongoing knowledge and support to keep their plans on track. Conestoga Group has developed an affordable approach for you to implement this process. For a small fee, a Comprehensive Planning Analysis will review your current situation, including life, disability, and long term care insurance needs, and provide the additional funding requirements needed to pursue any number of retirement, education, or other objectives. A second, optional small fee will engage us to develop specific asset allocation portfolios, matching your tolerance for risk with various portfolios of asset classes. Our final stage of involvement, should you choose to continue, would be to implement your Asset Allocation Strategy through our carefully chosen menu of mutual funds. No-load or commission-based funds are available through brokerage accounts offered by Commonwealth Financial Network, our broker/dealer. Commission-based insurance and investment products are also available without the planning fees described above.

LPL Financial, situated in King Of Prussia, PA, stands as a leading independent broker-dealer, presenting a wide range of investment products and advisory services alongside holistic wealth management solutions. Specializing in collaboration with financial advisors, institutions, and registered investment advisors (RIAs), they equip professionals with cutting-edge resources and technology platforms essential for dispensing tailored financial counsel. By offering robust support in compliance oversight, practice management, and seamless technology services, LPL Financial strives to embolden advisors in fostering meaningful client interactions. Their pivotal role revolves around amplifying the efficiency, precision, and autonomy of financial advisors within the intricate realm of financial services, thus paving the way for enhanced client outcomes and advisor success. Generated using this brand's available information