Broker Check

Our Specialists

Walter W. Wolak, ChFC, CLU
President
Business Phone: 215-441-8200 ext. 339
Email Address: [email protected]

Timothy J. Dougherty, MSFS, CFP®, C(k)P®, AIF®, CLU, ChFC, CLTC
Retirement Plan Specialist
215-293-9323
[email protected]

James McGoldrick, CLU, CASL, ChFC
Disability Income Specialist/Financial Service Representative
215-293-9363
[email protected]

Jonathan Pollack
Long Term Care Specialist
215-290-2603
[email protected]