Warren Financial

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.

Overbrook Capital LLC is a private investment and consulting firm based in Malvern, PA, specializing in the microcap segment of the market for publicly traded securities. With a focus on companies that have less than $250 million of stock outstanding, the firm aims to identify compelling investment opportunities that are often overlooked by Wall Street. The firm believes that microcap stocks have historically outperformed their larger counterparts and are underfollowed and underresearched, providing a unique chance to discover undiscovered companies. Overbrook Capital emphasizes a fundamental and disciplined approach to investing, characterized by intensive research and selective risk-taking. Generated from the website

Kalejta Financial Management PC is a financial services firm based in Trappe, PA, specializing in providing personalized financial planning and investment management solutions to individuals and businesses. With a focus on long-term financial success, the team at Kalejta Financial Management PC offers expert guidance on retirement planning, wealth management, and risk assessment to help clients achieve their financial goals. Generated from their business information