My goal is to make sure every one of my clients have a financial future that is secure and set. Your financial goals aren’t just important to your family – they are of the upmost importance to me and my team too. I am committed to helping you achieve those goals by giving advice that is in alignment with your wishes, your hopes & your financial dreams.
My clients include families with dependents who have special needs & those families have taught me how incredible strength, spirit and commitment to one another can create hope. Those same qualities are the ones I strive to bring to all my clients to create a future & a legacy for their families
The views expressed within this site are the views of the poster alone and do not necessarily reflect the views of Penn Mutual or HTK unless otherwise stated. Information provided is for educational purposes only and shouldn’t be viewed as a recommendation to buy or sell any particular financial product or service. Depending on your individual situation, discussions presented may not be appropriate. Investing involves risk, including loss of value. Insurance and other financial products and services may be subject to certain terms, conditions and costs not identified within the enclosed material. Any strategies represented are not guarantees of future performance or success, and may not be appropriate for your situation. Trade execution orders will not be accepted. Also, do not post any information you do not wish to be shared with others. If you have a matter requiring immediate attention, contact me at firstname.lastname@example.org. Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Advisor, Member FINRA (www.finra.org) / SIPC (www.sipc.org).
161 Washington St, Ste 700
Eight Tower Bridge
Conshohocken, PA 19428
1847Financial and other listed entities are independent of HTK unless otherwise noted. HTK is a wholly owned subsidiary of Penn Mutual. HTK does not offer tax or legal advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. Our representatives are insurance and securities licensed in the following states: PA, NJ, DE, TN & FL. This is not an offer or solicitation in any states where not properly licensed and/or registered.
Tell us about your special needs issue and we will put you in touch with Pat Bergmaier CFP®, ChSNC™, LUTCF