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
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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