John has done exceptional work for the financial wellness of me and my family. He has a way of explaining finances that we understand, and has gained our trust before moving forward. He is not only our financial coach ...he is our friend!
Focused on building long term trusting relationships with each individual I work with, and focus on taking a wholistic planning approach that is geared towards, and specified towards each, each individuals unique situation, goals, and concerns.
Serving Kingston, PA and outlying areas, Stephen Root of Woodstock Financial Group, Inc. is offering the following services not limited to: insurance, investing, retirement, estate planning, and wealth management.
We passionately believe that we make it possible to help folks reach their maximum wealth potential. Through our intuitive design, the Stark strategy helps reverse stresses on your income, and then we implement recovery strategies to increase savings, lower risk, and improve your overall lifestyle.
We are a financial services firm that is committed to helping people pursue their financial goals. We offer access to a wide range of financial products and services to individuals and business owners. We believe that you will be better able to identify your goals and make sound decisions to help reach them by providing sound financial information.
Please call us if you have any questions about our firm or the range of financial products and services that we provide. Our firm has a relationship with a variety of financial service companies, so if we don't have a product or service, we know a group that does.
Wealth Management, Inc. (WMI) is an independent fee-only financial planning and investment management firm with offices in Plymouth Meeting and Allentown, PA.
We are taking on new asset management clients and project clients.
Our asset management services mean management of client assets for an annual fee.
Our project services include full financial plans.