Financial Advisor West Chester Pennsylvania |
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 Gary SianoFinancial Advisor LeTip Member Since April 2009 959 Burdette Dr Downingtown, PA 19335 610.518.2820 - phone 610.308.8815 - fax  Send Gary an email As an independent wealth manager my mission is to build lifelong relationships with my clients by helping them achieve their goals in the most efficient manner. What makes me different is my unique approach to educating each client. I try to give each client multiple ways to achieve their goals, and I seek to explain their choices in plain English. Another thing that makes me different is that I serve mostly Chester County from my home office in Downingtown, Pennsylvania where I live with my wife, Kerry, and my children, Tara and Kaylie. If you are looking for an experienced advisor to help you in achieving your financial goals, please look over my web site and contact me. Let me put my knowledge from over 20 years experience to work for you. Gary J. Siano,CFP® is licensed in Pennsylvania and New Jersey. Gary has been serving Chester, Delaware & Montgomery County residents & small business owners since 1984. He received his Bachelors of Science degree from West Chester University in West Chester, PA, and holds his Securites 7,63,24 and 65 registrations along with Life and Health insurance registrations. Prior to joining NEXT Financial Group, Inc. Gary was a VP Financial Advisor in a credit union of a Fortune 100 company. Gary is takes each client through a financial discovery process, evaluating retirement goals, objectives, and understanding what is most important to them. Working together, a plan is designed to help them achieve their goals, with check points along the way to ensure the plan is keeping pace with any life changes. When appropriate, Gary also works in conjunction with other advisors such as CPAs and Attorneys to provide clients with a well rounded view of their financial picture. Gary focuses his practice in the areas of Financial Planning, Retirement Planning (income and accumulation) and fee based investment management. Gary can help turn your personal, business and family goals and dreams into financial reality. Call or email us for a complimentary 1 hour review. |
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Time & Location
We meet every Tuesday from 7am until 8:31am at the Wyndham Garden ExtonClick here for the map.
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