IN Phoenixville Area Fall 2017 - Page 27

BALA FINANCIAL GROUP WELCOMES PHOENIXVILLE STUDENTS BACK TO SCHOOL At Bala Financial Group it has been our privilege to serve our loyal clients for over a quarter of a century. Our clients consider us their Retirement Resource Center. We also help families make informed decisions concerning their insurance protection and college savings strategies. William G. Wilk CLU, CFO Sales Manager Julie Brufke-Wenger CFP ® , ChFC ® Financial Planner Anthony Nicolai Investment Advisor Representative Christopher Mitchell CFP ® Financial Advisor Bala Financial Group has 5 offices throughout Pennsylvania and New Jersey. For your convenience, we have local offices right here in Phoenixville and Devon. Consider using us as a resource for your insurance and investment needs. 610-940-1010 JLittle@balafinancial.com Marc Lowenberg, MBA, CFP ® , ChFC ® Senior Financial Advisor Lowenberg Wealth Management Bob Riley, CLU, ChFC ® Financial Advisor The Riley Companies Brian McKittrick, CFP ® Financial Advisor The Riley Companies 300 Bridge Street Phoenixville, PA Joseph S. Little, CLU Managing Partner 208 Old Lancaster Road, Devon, PA 19333 Please visit www.balafinancial.com Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc., Member FINRA, SIPC, a Registered Investment Advisor. 208 Old Lancaster Road, Devon, PA 19333 610-940-1000. Bala Financial Group is a separate entity from Signator Investors, Inc.