Yocum & Company

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Plymouth Meeting, PA area, Daniel Samarin will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Since 1945, Bertz & Company has been one of Lancaster Countys most-trusted public accounting firms. What began as a one-man accounting firm with Paul S. Bertz Sr. has grown into a team of 30 professionals who are committed to providing our clients with the close, personal attention they deserve. We pride ourselves on being proactive and responsive to our clients inquiries and suggestions. For more information, call us today!

Recognizing the importance of well-informed investors, we make every effort to educate all clients about the complexities of investing, while encouraging reasonable expectations of investment results. We are dedicated to the success of our clients through quality planning and thoughtful advice. We assist clients in mapping action plans designed so they may reach their financial goals. We focus on each client's complete financial picture, from planning for retirement to passing assets on to heirs.