H D Vest Investment Services

We combine professionalism with personality to give our clients a one-of-a-kind experience across personal wealth management and corporate retirement plan services.We spend a lot of time with the clients we work with because we understand the importance of caring for the wealth they have accumulated. Acting as a trusted advisor, our individualized strategies are designed to work with tax and estate goals in mind so that our clients money can last their lifetimes and for generations to come. When calling our office you will speak directly to a team member who is dedicated to taking care of you. We understand that every person has a different relationship with their finances, and we take an individualized human approach to develop strategies that accomplish your goals while being sensitive to your individual feelings about money. Working closely with your other trusted advisors such as CPAs and attorneys, we act as a quarterback to coordinate your financial plan. Whether you're in the Harrisburg area, Lancaster region, or beyond, wealth management goes way beyond investing prudently. We invite you to experience the Stonebridge difference yourself.

The advisor listed is an Ameriprise financial advisor in Wormleysburg. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture - cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

A clear portrait of your life—your circumstance, values, and goals—is the foundation for your financial plan. Our system supports discussion, evaluation, and strategic planning. We encourage an evolving financial awareness that drives informed decision-making.