Wescott Financial Advisory Group, LLC

United States · 53 Employees
Let us build a track record of advice, trust and results for you... Through its unique Life-Minded Wealth® approach, Wescott Financial Advisory Group integrates financial expertise with life expertise into a single advisory service. The firm's expert teams combine financial advisors, CPAs, MBAs and attorneys with on-staff psychologists, Ph.D.s and family counselors to help our ultra-high-net-worth and high-net-worth clients and their families see all sides of every financial decision. Wescott is an SEC-registered, fee-only investment advisory and wealth management firm with offices in Philadelphia, Fort Washington, Harleysville and Miami. The Wescott team is composed of an interdisciplinary group of subject matter experts with substantive backgrounds in investments, business, law, accounting and taxation. Founded in 1987, Wescott is one of the top wealth management firms in the nation, as ranked by Barron's and Forbes. Our mission is "Achieving Client Goals"​. Wescott is always looking for new client opportunities, as well as growing by the addition of excellent advisors. We invite your inquiries to our collegial firm.

概述

国家 United States
成立时间 1987
总部 30 south 17th street, philadelphia, pennsylvania, united states
电话号码 +1 (215) 797-1601
网站 http://www.wescott.com
LinkedIn http://www.linkedin.com/company/wescott-financial-advisory-group
Twitter https://twitter.com/WescottFin
Facebook https://www.facebook.com/WescottFin/
员工数 53
行业 investment management,
简介 Let us build a track record of advice, trust and results for you... Through its unique Life-Minded Wealth® approach, Wescott Financial Advisory Group integrates financial expertise with life expertise into a single advisory service. The firm's expert teams combine financial advisors, CPAs, MBAs and attorneys with on-staff psychologists, Ph.D.s and family counselors to help our ultra-high-net-worth and high-net-worth clients and their families see all sides of every financial decision. Wescott is an SEC-registered, fee-only investment advisory and wealth management firm with offices in Philadelphia, Fort Washington, Harleysville and Miami. The Wescott team is composed of an interdisciplinary group of subject matter experts with substantive backgrounds in investments, business, law, accounting and taxation. Founded in 1987, Wescott is one of the top wealth management firms in the nation, as ranked by Barron's and Forbes. Our mission is "Achieving Client Goals"​. Wescott is always looking for new client opportunities, as well as growing by the addition of excellent advisors. We invite your inquiries to our collegial firm.

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常见问题

Wescott Financial Advisory Group, LLC 在哪里?

Wescott Financial Advisory Group, LLC 的总部位于 30 south 17th street, philadelphia, pennsylvania, united states

Wescott Financial Advisory Group, LLC 的电话号码是多少?

Wescott Financial Advisory Group, LLC 的电话号码是 +1 (215) 797-1601

Wescott Financial Advisory Group, LLC 的官方网站是什么?

Wescott Financial Advisory Group, LLC 的公司官方网站是 http://www.wescott.com

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Wescott Financial Advisory Group, LLC 的业务有哪些?

wealth management,financial planning,investment management,retirement planning

Wescott Financial Advisory Group, LLC 的年收入是多少?

Wescott Financial Advisory Group, LLC 的收入是 12000000美元

Wescott Financial Advisory Group, LLC 有多少员工?

Wescott Financial Advisory Group, LLC 有 53 名员工

Wescott Financial Advisory Group, LLC 属于哪个行业?

Wescott Financial Advisory Group, LLC 从事以下行业: investment management

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Wescott Financial Advisory Group, LLC 使用的一些流行技术包括: AT&T DNS,AddThis,Apache,Bootstrap Framework,DoubleClick,DoubleClick Conversion,GoDaddy Hosting,Google Analytics,Google Dynamic Remarketing,Google Tag Manager,Linkedin Marketing Solutions,Media Temple SSL,Microsoft Office 365,Mobile Friendly,Nginx,Pardot,Typekit,WordPress.org

如何联系 Wescott Financial Advisory Group, LLC?

Wescott Financial Advisory Group, LLC 联系信息: 电话号码:+1 (215) 797-1601, 网站:http://www.wescott.com, 邮箱:kfr***@***.com

Wescott Financial Advisory Group, LLC 的社交媒体链接是什么?

Wescott Financial Advisory Group, LLC 领英:http://www.linkedin.com/company/wescott-financial-advisory-group,fackbook:https://www.facebook.com/WescottFin/,twitte:https://twitter.com/WescottFin

Wescott Financial Advisory Group, LLC 是一家上市公司吗?

不是

Wescott Financial Advisory Group, LLC 的最后一轮融资是什么时候?

暂无最近投资信息

谁投资 Wescott Financial Advisory Group, LLC?

Wescott Financial Advisory Group, LLC 有 0 家投资者,包括 。

管理层

Katelyn Friel

Manager of Marketing and Communications

Dan Esquirell

Partner, Senior Financial Planner

Rick Volpe

Director of Charitable and Estate Planning

Cynthia Bucher

Manager of Trust & Client Services

Karen McIntyre

Principal - Senior Financial Advisor

员工

Lydia Sheckels

Chief Investment Officer - Emeritus and Senior Financial Advisor

Joyce Kory

Chair, Florida Advisory Board

Carrie Delgott

Chief Operating Officer / Chief Compliance Officer

Christine Brocco

Executive Assistant to the President/CEO

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