Jeffrey A. Bennett - Wilmington Advisors @ M&T

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Oakland, MD area, Jason Sweitzer will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Welcome, we’re Boyer Financial Planning, Inc, a wealth management group in Somerset, PA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

Your goals and experiences are unique, which is why I’ll work with you to build a personalized plan that puts your most important goals front and center. Together, we can gain a holistic understanding of your investments and develop or review a goals-based plan that’s tailored to your situation. Using customized tools, I can help analyze your investments and prioritize your needs, wants, and aspirations.