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SCHEDULE AN APPOINTMENT

To schedule a meeting in person call our office at (302) 251-8901

MAILING ADDRESS:

32828 Reba Rd, Suite C

Millville, DE  19967

PHONE:

(302) 251-8901

Check the background of your financial professional on FINRA's BrokerCheck- https://brokercheck.finra.org The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by third parties to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

*Securities and advisory services offered through United Planners Financial Services, member FINRA, SIPC. Loftus Wealth Strategies and Untied Planners Financial Services are not affiliated. 

*We are licensed to sell Securities in DE,PA, MD,IL,NC. Insurance-related services may not be provided to individuals residing in any states other than DE,PA, MD,IL,NC.

WHAT TO EXPECT

From the first conversation we want to understand who our clients are and what's most important to them.   We believe that wealth management is more than providing advice about your money.  It's about standing alongside you, treating  you as a human being not a sales quota or faceless name.  It's about gaining your trust and knowing that we are always working for you and with you, not around you.   It's about building successful relationships through consistent communication and  active listening.  As a boutique firm that is committed to 100 households or less, we have the opportunity to really understand and know our clients unlike big firms or rob-advisors.   

302-251-8901

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