David Waters
1429 Walnut Street
Philadelphia, PA
Company
Title: Vice President
Company: Professional Planning Associates
Type
Investment Advisor Rep: Yes
Education
Dickinson College/BA in Economics
Years Experience
Years Experience: 30
Service
Portfolio Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Fee Only Portfolio Management,High Yield Bank Accounts,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Medicare Planning,Life Insurance,Investment & Portfo
Data Provided By:
Mr. Leslie E. Streitfeld (RFC®), CEP, CHFC, CLU, CSA, LUTCF
(609) 737-4424
1192 Heron Rd
Cherry Hill, NJ
Company
International Planning Alliance, LLC
Qualifications
Education: High School: George Washington (Phila., PA)College: Temple University (Phila., PA)
Years of Experience: 20
Membership
IARFC, MDRT, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans
Data Provided By:
Morris F. Licciardello (RFC®), CSA
(215) 947-9190
380 Red Lion Road
Huntingdon Valley, PA
Company
Valley Financial Group
Qualifications
Education: BS
Years of Experience: 11
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Tax Planning, Tax Returns, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Long Term Care Insurance, Education Plan, BuySell, Compensation Plans
Data Provided By:
Mr. George McReynolds (RFC®), CFP
(215) 699-1050
1816 West Point Pike Ste 129
Lansdale, PA
Company
McReynolds Wealth Management
Qualifications
Years of Experience: 17
Membership
IARFC
Services
Invoice, Portfolio Management, personal Coach, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Long Term Care Insurance, Charitable Planning, Education Plan, Asset Protection, Compensation Plans
Data Provided By:
Mr. Paul C. Koenig (RFC®), CFP
(856) 359-9833
1000 Atrium Way Ste 401
Mt. Laurel, NJ
Company
Ameriprise Financial
Qualifications
Years of Experience: 4
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, CommOptions, Precious Metals, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Charitable Planning, Education Plan, Asset Protection, BuySell, Compensation Plans
Data Provided By: