Lincoln Financial Advisors

Trate Financial Management is a financial services firm based in Fogelsville, PA, specializing in personalized wealth management solutions for individuals and businesses. With a focus on strategic financial planning and investment management, Trate Financial Management helps clients navigate the complexities of financial markets to achieve their long-term goals. Generated from their business information

You might say that advertising and public relations have been the sub-context of my life.. My parents met at NBC ...”30 Rock”...in 1947 when my father was an account executive for two of the largest syndicated radio programs of the day, The Dennis James Show and The Peter Donald Show. My mother was a secretary responsible for compiling NBC’s ASCAP royalties for songwriters. The common denominator seems to be that they are all highly creative people who need a strong financial foundation in order to keep on working at higher levels in the creative occupations.

Royal Alliance Associates Inc., now operating as Osaic, specializes in providing securities and investment advisory services through its broker-dealer, Osaic Wealth Inc., as well as several affiliated firms. With membership in FINRA and SIPC, Osaic offers a range of financial solutions while emphasizing the independence of its many marketing names, products, and services. In addition to broker-dealer services, the firm collaborates with various entities such as Arbor Point Advisors LLC and Securities America Inc. for its advisory services. Osaic's commitment to delivering tailored financial solutions is aided by its network of affiliated registered investment advisers and supported by VISION2020 Wealth Management Corp. Generated from the website