How Do I Find a Fiduciary Financial Advisor and Certified Financial Planner?
First, only work with a Fiduciary Financial Advisor and Certified Financial Planner who will sign a statement attesting to the fact that they will not receive hidden commissions or hidden fees and will provide advice they firmly believe is in your best interest at all times if you decide to work with them. This will help you find a Fiduciary Financial Advisor and Certified Financial Planner you can trust. We will gladly sign such a statement. (Read more about why this is so important here: The Fiduciary Difference)
Second, chose a Fiduciary Financial Advisor and Certified Financial Planner who specializes in exactly what you need. We specialize in retirement planning. Retirement planning is all we do. (Read more about us here: Why Rolek)
We work with those planning to retire from their full-time jobs within the next 10 years or so and those who are already retired. We provide focused, written, actionable, comprehensive financial plans. (Read more about our retirement planning process here: Our Process)
We primarily serve Pennsylvania clients in the Greater Philadelphia area including Berwyn, Villanova, Malvern, Newtown, Langhorne and many other local towns nearby.
If you would like to discuss hiring us to be your personal Fiduciary Financial Advisor and Certified Financial Planner, either click the "Request Consultation" button, call 267-427-5667, or email firstname.lastname@example.org to schedule a consultation.Request Consultation
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