Northstar Asset Management

Scott Anderson joined First Command Financial Services as a Financial Advisor in January 2021, following a 26-year career in the United States Coast Guard, where he attained the rank of Captain. Scott understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away.Scott has a Bachelors degree in Naval Architecture and Marine Engineering from the United States Coast Guard Academy and a Masters degree in Naval Architecture and Marine Engineering from the University of Michigan. He holds Series 7 and Series 66 securities licenses plus life and health insurance licenses in Pennsylvania, New Jersey, and Delaware.Understanding that the biggest obstacle to financial security for most people is their own behavior, Scott serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. He advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Scott will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.Active in his community, Scott is a member of the Ports of Philadelphia Maritime Society and the Union League of Philadelphia Armed Services Council.First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the companys Mission of Coaching those who serve in their pursuit of financial security.

Dakota Wealth Management in Blue Bell, PA, is a firm that believes in elevating wealth management to an art form, blending skillful judgment and personalized approaches to design portfolios and care for legacies. Their team of advisors and investment professionals draw from extensive experience to create unique investment strategies tailored to individual client needs. Specializing in investment management, financial planning, tax services, trust and estate planning, and divorce planning, Dakota Wealth Management aims to provide an exceptional wealth management experience by supporting dedicated associates focused on enhancing generational wealth. Their innovative strategies and breadth of client services are thoughtfully designed and implemented to help clients achieve their financial goals. Generated from the website

When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and partnering to provide continuous guidance and support through every stage of life.