Peter D. Shelp-ChFC, CFP® , CRPC®
570-283-8140

Open hoursOPEN NOW - Closes at 5:00pm

270 Pierce St Ste 108, Kingston, PA 18704

We are a full-service, financial services firm, committed to provide our clients advice through a wealth management approach by focusing on the delivery of strategic financial plans helping them to reach their financial goals.

More Business Info

Accredited Wealth Management Advisor

Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Extra Phones

TollFree: 800-643-5021

Services/Products
Financial Planning, Tax Planning, Retirement Planning, Estate Planning, Investment Advisory, Financial Consultancy.
Accreditation

Accredited Wealth Management AdvisorFirst Vice President/Investments

Associations
Financial Planning Association, Society of Financial Services Professionals
Categories
Financial Planners, Financial Planning Consultants, Insurance Consultants & Analysts, Investment Advisory Service, Retirement Planning Services
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