Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
-Graduated from Bloomsburg University- 2010
-State securities and insurance licenses obtained during and shortly after graduating from Bloomsburg University- 2009 and 2010
-Received and maintains CFP® designation (CERTIFIED FINANCIAL PLANNER)- 2014
-Received and maintains the IRS Annual Filing Season Program (AFSP)- 2014
-Received and maintains ChFC® designation (Chartered Financial Consultant) from the American College- 2015
Douglas Kaufman (CRD# 5679680) is an Investment Advisor...
James Williams (CRD# 2922913) is an Investment Advisor Representative working at Ic Advisory Services, Inc. and a Registered Representative with The investment Center, Inc., a broker-dealer firm, in Lancaster, PA and has over 16 years of experience as an advisor and financial planner.
It can be hard to find the right financial advisor to work with. For sixteen years we have served the needs and wants of a diverse group of individuals, families, partners, business owners and their employees, both in the public and private sectors.
We do this by first getting to know our client's history...
Hajir John Moghaddam (CRD# 6151501) is an Investment Advisor Representative and a Registered Representative working at Downingtown Financial in Downingtown, PA and has 3 year of experience in the finance industry.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Downingtown Financial and Great Valley Advisor Group are separate entities from LPL Financial.
Gregory Bauer (CRD# 2364331) is an Investment Advisor Representative working at Prudential Financial Planning Services in Birdsboro, PA and has over 24 years of experience in the finance industry.
Eric Baytala (CRD# 5605296) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lancaster, PA and has over 8 years of experience in the finance industry. Eric Baytala has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.