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:
John Crowley
643 Bridge Street
Schwenksville, PA
Company
Company: Stone Henge Advisory Group
Service
Medicare Planning,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Hourly Financial Planning Engagements,Fee Only Portfolio Management,Wealth Engineering,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Alternative Investments,Disability Insurance,Annuities,Alternative Asset Cla
Data Provided By:
Kurt W. Hesser (RFC®), LUTCF
(215) 993-1548
P.O. Box 127
Chalfont, PA
Company
MEMBERS Financial Services
Qualifications
Years of Experience: 22
Membership
IARFC, MDRT
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Mortgage Loans, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, Education Plan, Charitable Foundations, Asset Protection, BuySell, Compensation Plans
Data Provided By:
Mr. John E. Baker (RFC®), CFP, CHFC, CLU, LUTCF
(814) 836-5234
2702 Zuck Road, Suite 1
Erie, PA
Company
Kingdom Financial Group, Inc.
Qualifications
Education: Bachelors degree in Accounting from Indiana University of PA
Years of Experience: 28
Membership
IARFC, FPA, SFSP, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Auto Home Insurance, Business Coach, Charitable Planning, Education Plan, Asset Protection, LiabCover, Compensation Plans
Data Provided By:
Michael L. Schwartz (RFC®), CSA
(215) 886-2122
115 Old York Rd.
Jenkintown, PA
Company
Schwartz Financial Services
Qualifications
Years of Experience: 30
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Seminars Work, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Auto Home Insurance, Education Plan, BuySell, LiabCover, Compensation Plans
Data Provided By: