Are you looking for a financial planner in Upper Merion, PA or Montgomery County, PA? Alan Katz has provided financial planning services, insurance and investment planning services to individuals, families and businesses in Bucks and Montgomery Counties, PA for over 30 years. From Financial Planning to Securities & Investment Advisory Services, Qualified Retirement Plans, IRA’s, Life Insurance & Annuities, Family Legacy Planning, Long Term Care Insurance, Qualified Longevity Annuity Contracts (QLAC’s), and Pre-and Post- Retirement Income Planning. Alan Katz and Wealth Development Group, LLC are licensed and registered to help with creating and implementing your financial plan.
Wealth Development Group, LLC starts with a simple commitment. The company believes in creating opportunities that help clients add value to their lives through goal oriented planning using strategic alliance of financial services resource centers positioned to support their continuing commitment to improving the financial well-being of their clients over time.
Wealth Development Group, LLC. was formed as the umbrella entity for its affiliated companies to enable their practice to become more focused in responding to their client’s needs. They believe this arrangement enables them to support their ongoing commitment to help their clients position their resources so that the client has the best chance of achieving their lifestyle goals over time.
For more information call: (215) 491-1520 or visit www.wdg-llc.com
Non-securities products and services including property and casualty insurance, tax or legal advice are not offered through Signator.
Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc. Member FINRA, SIPC, a Registered Investment Adviser. The individual responsible for supervising the investment advisory activity of Alan D. Katz is Terry Garvin, Principal, at GFA Financial Group, LLC, 13770 58th St. N.SUITE 318 Clearwater Fl. 727-450-1625. Wealth Development Group is independent of Signator Investors, Inc.