Most people spend more time planning a vacation than planning their financial future. At PeoplesWealth Advisors, we help our clients identify where they would like to be the future in order to determine if their financial plans are on track. We’re here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data.
We base our advice on your goals and concerns. By taking a “snapshot” of where you are today, and listening to your feelings about financial strategy, we direct you toward investments and planning ideas that will help you work towards your goals.
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Jamie Cash, CFP
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Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. PeoplesBank and PeoplesWealth Advisors are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: PA and MD. Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor. FINRA – SIPC