Before we recommend any product or service, we ask questions and get a clear understanding of your circumstances and financial objectives. We then analyze your insurance and investment portfolios to identify any gaps that may exist.
We will provide you with suggestions to fill in the gaps and help you reach your objectives more efficiently.
We will work with you to implement our agreed-upon strategy and help you secure the required products and services.
Because your financial situation is bound to change, we will work with you over time through periodic reviews to help you monitor your strategy and its ability to continue to meet your goals.
Financial Services Representatives can help you with many of your financial needs. It is important to note that Financial Services Professionals are only able to provide certain services if they are licensed to do so.
Critical to our "needs based" approach is our ability and commitment to listening and asking the right questions. We get to know our clients and understand what is truly important to them. Our goal is to help you achieve your goals. To that end, we use a four-step process to help you solve your financial problems:
60 Commerce Drive, Suite W, Wyomissing, PA 19610
Phone: (484) 769-0754 Email: firstname.lastname@example.org
* Securities services are offered through qualified Registered Representatives of MML Investors Services, LLC. Member SIPC. Supervisory office, 220 Gibraltar Road, Suite 350, Horsham, PA 19044-2306, (215) 441-8200. The W Group Financial Services is not a subsidiary or affiliate of MML Investors Services, LLC. or its affiliated companies.
The W Group Financial Services in Reading, PA offers insurance and investment strategies for individuals, businesses, and their employees.
Our stringent code of ethics places the client's needs above all others and demands uncompromising integrity in every aspect of our business conduct.