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In-Person Meeting

Introductory Meeting (FREE)

1 hMarcon Boulevard

Service Description

This is a simple due dilligence call, we just want to gather some general information like: - What are you looking to accomplish? - What are some of your long term goals? - What are some areas we could help you in? - What are you looking for in an advisor?

Contact Details

  • 961 Marcon Blvd, Allentown, PA, USA

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, FL, LA, NC, NJ, OH, PA, SC, TX, VA, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.

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