Summers, Sylvia L Agt

Western & Southern Life Insurance, located in Tredyffrin Twp, PA, offers a comprehensive range of life insurance products including whole life, universal life, and term life insurance. Their additional insurance options cover key person insurance, critical illness insurance, and accidental death insurance, providing individuals and businesses with tailored coverage solutions. In addition to life insurance, Western & Southern Life Insurance provides retirement products such as annuities and IRAs, as well as estate planning services including wills, trusts, and charitable giving options. With a focus on helping clients plan for their financial future, the company offers resources and tools to guide individuals through important milestones such as retirement planning and saving for the future. Generated from the website

Rosenzweig & Associates is a leading financial services firm based in Wayne, PA, dedicated to helping individuals and families achieve lifelong wealth. With a comprehensive range of services, including financial planning, investment management, tax planning, and insurance services, they strive to provide everything their clients need under one roof. Their team of experienced professionals is committed to tailoring strategies to each client's unique goals and aspirations, ensuring a personalized approach to financial success. Recognized for their expertise and commitment to client satisfaction, Rosenzweig & Associates has received accolades such as being named a top Registered Investment Advisor (RIA) by Financial Advisor Magazine multiple years in a row. They are also recognized as a Best Place to Work for Financial Advisors by Investment News. With a focus on the client experience and a dedication to lifelong wealth, Rosenzweig & Associates is a trusted partner for individuals and families at all stages of life.Generated from the website

At the Laudadio Team, our mission is to help clients take advantage of those opportunities by providing them with three key tools: A clear understanding of their financial goals, A well-defined roadmap for achieving those goals, Ongoing advice to help adjust their roadmap when their needs change. Our services cover an array of areas of financial management services, from investment and retirement planning to risk management and estate planning strategies. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives.