DREW YERGER

Contact Detail DREW YERGER Phone: 717_791_3379 Fax: 717_790_9151 Email: drew@financialguide.com PROFESSIONAL SPECIALTIES Retirement Planning Investment Portfolio Analysis & Management Life, Disability Income & Long Term Care Insurance Employer Sponsored  Retirement Plans Estate & Business Planning Executive Benefits Educational Seminars New Family Planning QUALIFICATIONS B.S. in Business Administration from Susquehanna University Registered Representative of MML Investors [...]

DREW WADSWORTH

Contact Detail DREW WADSWORTH, CFP®, CHFC Phone: 717 791 3366 Fax: 717 790 9151 Email: dwadsworth@financialguide.com Drew Wadsworth, CFP®, ChFC, has more than 10 years of experience assisting his clients with comprehensive solutions to their financial planning needs. Drew specializes in small business retirement plans, fee-based managed account portfolios, wealth preservation strategies, and wealth transfer [...]

EDWARD TRAINOR

Contact Detail EDWARD TRAINOR Email: edtrainor@financialguide.com Upon Graduation from Pennsylvania State University and after spending four and a half years as a Marine infantry officer, Ed began his career in the New York Metro area during 2004 working in the medical field. On January 1, 2009, Ed joined Executive Planning Group and is focusing his [...]

GARY W. SMITH

Contact Detail GARY W. SMITH Phone: 610 458 7900 Fax: 610 458 7907 Email: gwsmith@financialguide.com PROFESSIONAL SPECIALTIES Executive/Employee Benefits Design Life, Disability Income & Long-Term Care Insurance Investment Management/Portfolio Analysis through access to professional asset managers Retirement Planning - Individual & 401Ks Estate Planning Succession Planning QUALIFICATIONS Licensed Insurance Agent, 1969 Chartered Life Underwriter, CLU [...]

FRANK L. RANKIN

Contact Detail FRANK L. RANKIN, CLTC, SPECIAL CARE PLANNER Phone: 717 791 3300 Cell: 717 386 3746 Fax: 717 790 9151 Email: frankin@financialguide.com PROFESSIONAL SPECIALTIES Fee-based Financial Planning Services Estate Planning & Analysis (in conjunction with your tax/ legal advisor) Qualified Plans (Pension, 401(k), Simple IRA, Sep IRA) Asset Allocation Strategies – Strategic and Tactical [...]

SABINO (SAM) J. RANAUDO

Contact Detail SABINO (SAM) J. RANAUDO Phone: 814 466 6295 Fax: 814 466 6828 Email: sranaudo@financialguide.com PROFESSIONAL SPECIALTIES Wealth & Capital Accumulation Techniques Risk Management Retirement Plans Business Plans Estate Planning Tax Reduction Products QUALIFICATIONS Practice established in 1972 American College Designations: -Chartered Life Underwriter -Chartered Financial agent Registered Representative of MML Investors Services, LLC [...]

BRINTON MOTTO

Contact Detail BRINTON MOTTO Phone: 717 791 3300 Email: bmotto@financialguide.com PROFESSIONAL SPECIALTIES Comprehensive Financial Planning Retirement Planning Estate Planning Investment Services Life, Disability Income, and Long Term Care Insurance Business Succession Planning Executive Compensation Design Retirement Plan & Benefit Evaluation and Design QUALIFICATIONS Financial Services Associate - Wienken & Associates, 2004 Registered Representative - MML [...]

ROBERT MARK MEANS

Contact Detail ROBERT MARK MEANS Phone: 814 466 6295 Direct: 814 808 8006 Fax: 814 466 6828 Email: rmeans@financialguide.com PROFESSIONAL SPECIALTIES Investments Personal Life Insurance Estate Planning Disability Income Insurance Retirement Planning Business Planning QUALIFICATIONS AA Williamsport Area Community College- Computer/Business Science Chartered Life Underwriter Registered Representative- MML Investors Services, LLC PERSONAL Birthdate: July 18, [...]

ROBERT A J MCSWEENEY

Contact Detail ROBERT A J MCSWEENEY Phone: 717 791 3327 Fax: 717 790 9151 Email: rmcsweeney@financialguide.com PROFESSIONAL SPECIALTIES Financial Analysis Retirement Plans Investments Business Continuity Planning Employee Benefit Plans Key Person Benefits Life Insurance and Disability Income Insurance Long Term Care Insurance QUALIFICATIONS M.S. In Financial Services B.S Pennsylvania State University Chartered Financial agent Chartered [...]

MICHAEL J. LYNCH, JR.

Contact Detail MICHAEL J. LYNCH, JR., CFP®, CHFC® Phone: 610 458 7900 Fax: 610 458 7907 Email: mjlynch@financialguide.com PROFESSIONAL SPECIALTIES Business Succession Planning & Executive Compensation College Funding Planning Comprehensive Financial Planning Employee Benefit Design & Management Estate Planning and Analysis (in consultation with tax and legal advisors) Investment Planning, Portfolio Analysis & Design Life, Disability [...]