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Ted Sweeney
Marcia Werner
Carolyn Brooks

Two Meridian Boulevard, First Floor
Wyomissing, PA 19610

(610) 374-6249

<p>9 Facts About Retirement</p>

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.
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We offer a full library of resources to help boost your financial planning knowledge.

<p>Why Everyone Needs an Estate Strategy</p>

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.
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<p>What's So Great About a Rollover?</p>

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
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We would love to hear about your goals and discover, with you, how we can help you pursue them. Contact us today to schedule an appointment to discuss your financial goals and strategies to pursue them.

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