Time & Location

Time & Date:
Every Tuesday from 7am until 8:31am

Location:
Paradigm Financial Group, Inc
120 Arrandale Blvd. Exton, PA 19341
Click here for the map

SPEAKERSMartin Ritter (General Contracting and Historical Preservation) and Gary Siano of NEXT Financial Group (West Chester Financial Planner).

1st Speaker:  Martin is our only General Contractor, Custom and Historical Preservation specialist. Common across all his projects is Martin’s ability to problem solve and communicate to his clients. He also works directly with architects, engineers and designers to get the job done – artfully yet efficiently. A good lead is a customer with a historical renovation or repair -- or a highly detailed, home restoration project or addition.

2nd Speaker:  Gary was named – for the 2nd year in a row - in an independent survey by Philadelphia Magazine as a “5-Star Wealth Manager” in the region. He is listed and pictured in the November 2010 issue. Congratulations Gary! A good lead are retired individuals who would like to invest their money or people who have been laid off and need to rollover their 401k plans.

TIP COUNT: 1 inside tips and 4 outside tips = 5 total!

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BUSINESS TIP: Are You a Great Leader or a Competent Manager? The difference lies in the ability to inspire employees, especially during difficult times. (Entrepreneur magazine, Nov. 5, 2010)  http://www.entrepreneur.com/article/217494

MEETING ARCHIVE: For an archive of re-caps from past meetings, view www.LeTipCCE.com.

QUOTE OF THE WEEKNot what we say about our blessings, but how we use them, is the true measure of our thanksgiving. ~W.T. Purkiser

Random Member!

Dave Kozak - Financial Advisor

Dave Kozak - Financial Advisor
Elite Collegiate Planning, LLC
Managing Partner at Paradigm Financial Group, Inc.

LeTip Member Since November 2013
1570 Conestoga Rd Chester Springs, PA 19425
1-888-959-2872
https://pfgiusa.com
http://www.elitecollegiateplanning.com
Send Dave an Email

As the founder of Elite Collegiate Planning and a managing partner at Paradigm Financial Group, Inc., Dave Kozak works with hundreds of families across the country to redefine what money means to them.

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"LeTip is a professional organization of men and women dedicated to the highest standards of competence and service. Our purpose is the exchange of business Tips. Members will, at all times, maintain the highest professional integrity. Each business category is represented by one member and conflicts of interest are disallowed."