we are
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WEALTH MANAGEMENT
OUR MISSION
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Providing you peace of mind on your path to financial freedom.
Our local community is important. From charities that we value, to local youth and club teams that we support, we are blessed to be able to give back, provide, and volunteer. There is no better feeling than knowing we are helping to make someone's day a little brighter. If you have a charity that you know could use our support, please contact the office today!
We are, once again, collecting donated items for Caitlin's Smiles. Donations such as coloring books, stickers, glue sticks, etc. are delivered to children who are in the hospital to help them have a brighter day. We will be helping to assemble goodie bags at the Caitlin's Smiles headquarters in Harrisburg one day over the summer. If you are interested in joining us, please call the office, as space is limited.
If you would like to drop off donations, please bring them to our Linglestown office or click HERE to visit the Amazon wish list where you can have items donated and shipped directly to our office. We appreciate your help in bringing smiles to children!
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"Putting" Clients First Charities
