Witmer Tax & Financial Services, LLC

Witmer Tax & Financial Services, LLC (CRD# 141668) is a financial advisory firm headquartered in Willow Street, PA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Witmer Tax & Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Roxanne Witmer-Dewitt
CRD#: 3006167
271a Peach Bottom Rd, Willow Street, PA 17584
96
Wealthminder
score

Roxanne Witmer-Dewitt (CRD# 3006167) is an Investment Advisor Representative working at Witmer Tax & Financial Services, LLC in Willow Street, PA and has over 15 years of experience in the finance industry. Roxanne Witmer-Dewitt 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.

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