Cettei & Connell Inc

Dave Hobbs is a Licensed Financial Representative with Primerica serving MOUNT HOLLY and its surrounding areas.

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.

Kaufman Financial Services, located in Reading, PA, offers expert financial planning services tailored to meet individual needs. With a team of seasoned professionals, they provide comprehensive financial guidance to help clients navigate their financial journey with confidence and clarity. From retirement planning to investment strategies, Kaufman Financial Services is dedicated to empowering clients to make informed decisions for their financial future. At Kaufman Financial Services, clients can expect personalized attention and customized solutions to address their unique financial goals and aspirations. With a commitment to excellence and a deep understanding of the ever-changing financial landscape, their team stands ready to assist clients in building a solid financial foundation for long-term success. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Kaufman Financial Services is your trusted partner in achieving financial security and prosperity. Generated using this place's available information