Wharton Business Group

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.

Di Serafino Quinn & Co is a small, dedicated firm based in Paoli, PA, offering a comprehensive range of services including tax planning and preparation, accounting services, business consulting, IRS representation, and estate and trust planning. Their personalized approach ensures that both individual and business clients receive quality service tailored to their specific needs. With over 20 years of experience, Di Serafino Quinn & Co has established strong partnerships with their clients, emphasizing the importance of collaboration for mutual success. Their commitment to staying current with the latest accounting practices and tax changes has earned them a reputation for professionalism and responsiveness in the industry. Generated from the website

Progressive Authorized Agent Kupiec Insurance Group is your local West Chester insurance agency. We provide free insurance quotes for auto, home, business and more.