Have questions about your financials?
Contemplating retirement? You worked hard to get there, and we have someone who will work just as hard with you to plan for your savings.
Switching jobs (and related 401k plan), looking to diversify, or any other questions concerning how to handle your retirement savings, call Bob Protesto for a confidential consultation. He has helped a number of our members shore up their resources and is looking forward to helping you. Contact Bob today.
Bob Protesto, CFP®, CRPC®
P: 856-857-6732 | Fax: 856-428-2894
*Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc. (APA) an SEC Registered Investment Advisor. Security products purchased or sold are: (i) not insured by the National Credit Union Share Insurance Fund; (ii) not deposits or other obligations of the credit union and are not guaranteed by the credit union; and (iii) subject to investment risk; including possible loss of the principal invested. UDBell, APFS, APA, and Haddon Planning Group are all separate entities.