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Sample Listing of Pennsylvania, PA Finance Professionals
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Golden Strategies Financial Group, LLC
2535 Washington Road #1130 Pittsburgh, PA
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www.goldenstrategiesfg.com
Focus Areas: Life Insurance, Rollovers, Investments, Long Term Care, Disability Insurance
Ronna Del Valle, CFP, President of Golden Strategies Financial Group, has been providing financial services to
individuals, business owners, and corporate employees since 1980. Her practice specialty is "Generational
Continuity", an uninterrupted financial connection between generations.
Noah Farberow, Ronna's son, joined her practice in 2001 with a background in Corporate Banking. Noah maintained
a business banking portfolio working with mid-sized corporations and established short term working capital
investments and cash flow management techniques. He brings this experience and professionalism to their practice.
MONEY Magazine and CNN nationally recognized Ronna and Noah as part of a series called "A Fresh Approach" for
their practice specialty in Generational Continuity planning. ING U.S. Financial Services, The Financial Planning
Association, and MONEY Magazine created the program to recognize the most innovative of the country*s more
than 28,000 financial planners.
Ronna and Noah pride themselves on "practicing what they teach" as they have established "Generational
Continuity:" in their own practice for the benefit of their clients and their family. Their unique mother and son
practice enables them to understand the business and family dynamics of their clients.
Ronna has earned the Certified Financial Planner designation from the College for Financial Planning in Denver,
Co. Investment Advisor Magazine recognized Ronna as an "expert" on life insurance. Ronna frequently authors
articles in national magazines on a variety of financial topics and is a featured guest speaker at industry and
community events. Both Ronna and Noah provide workshops for employee groups and the public on topics
including Retirement Planning and Distribution Planning as well as Generational Continuity* Planning.
Noah was named a "Fast Tracker," one of the Pittsburgh region's top 50 front runners in business and community,
by the Pittsburgh Business Times. The National Association of Insurance and Financial Advisors (NAIFA)
designated Noah as a "Rising Star" in the industry.
Hobbies include Ronna's love of dogs, gardening, and cooking. Noah enjoys downhill skiing.
Noah and Ronna are Registered Representatives of and offer securites through ING Financial Partners. Golden Strategies Financial Group is not a subsidiary of nor controlled by ING Financial Partners.
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AXA Advisors, LLC - Wenner Wealth Strategies
1755 Oregon Pike Lancaster, PA
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___ As a financial consultant to business owners, executives, and families of higher net worth, I have developed a unique process for building a financial strategy with the intent accumulating and preserving wealth. This process was created to take a complex situation, as well as a simpler one, and make it easier to grasp and plan for your future. Our planning technology provides us with the opportunity to remain ahead of the curve when it comes to financial planning and, ultimately, provide our clients with the guidance needed to attain a successful financial plan. The work we do is comprehensive and detailed. As a practice that specializes in wealth management, the nature of our trade lends itself to wholistic life planning. An aspect of the work that we do helps in minimizing taxes, strategically allocating your assets to the marketplace, and maximizing the way your insurance dollars are spent. Whether you need help with building a new plan or remodeling an existing plan, we may be able to help you. Please give me a call to discuss how we can help you and your progess in financial planning. We do not charge for an initial consultation and can explain how we're compensated in greater deail upon speaking.
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Woodbury Financial Services
415 Orlando Ave State College, PA
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Let Peiffer Financial Services maximize your income and minimize your risk. Our goal is to be the most comprehensive financial planning and money management firm, based on talent, professional judgment and skills. Since 1997, I have been providing our clients with unbiased and independent investment, tax, estate, and retirement planning advice. We are not tied into any particular investment product, but are free to select any investment. Therefore, our interests are the same as our clients. Our goals are to: 1. Provide you with superior financial planning and customer service 2. Conduct business with integrity, diligence, full candor and imagination 3. Educate you on the most current financial products and opportunities Our services include preparing and implementing comprehensive personal financial plans, managing investment portfolios, tax planning and preparation, and stock options planning. Please feel free to look around our site, to learn more about Financial Planning, Annuities, Long Term Care, and your other insurance and financial needs.
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Peter A. Nelson Insurance Agency
89 Hertzler Drive Elverson, PA
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Providing retirement, savings, and college planning through Securities Management & Research Inc., a wholly owned subsidiary of American National Insurance Company. Also providing auto, home, life, farm, and medicare supplement products through the American National Family of Companies.
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