Financial Advising

You deserve to see the full picture of your finances today so you can plan for tomorrow.

Our dedicated financial advisors are committed to client education, empowering you to make informed decisions with greater clarity and confidence. Whether you’re focused on growth, protection, income, or leaving a legacy, we’ll help you create a strategy to support your retirement objectives.

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Do you ever feel?

  • Anxious about retirement and unsure who to trust to build a plan that works for you and your family?

  • Overwhelmed with investment options and confused by the fees associated with certain plans?

  • Worried your finances aren’t set up to weather life’s curveballs and challenges?

 

If any of this resonated with you, you’re not alone. And you don’t have to navigate these questions alone. Our team of seasoned professionals is here to break down all the numbers and moving parts, helping you feel confident and clear about your financial future.

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  • Managed Accounts

  • College Planning

  • Brokerage Accounts

  • Traditional IRA

  • Roth IRA

  • SEP IRA

  • SIMPLE IRA

  • Variable Annuities

Investment Management

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Why Choose Us?

Independent, Fiduciary Advice

We serve in a fiduciary capacity when providing investment advisory services, putting your interests first.

Over 12 Years of Experience

Thousands of clients served across many different states.

Customized Planning

We don’t offer cookie-cutter strategies, only personalized plans tailored to your unique financial situation.

Ongoing Guidance

We are dedicated to serving you for the long haul, adjusting your plan as your life and finances evolve.

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OUR MISSION

We provide individuals and families with guidance through knowledgeable, comprehensive planning services. Our goal is to help clients make informed decisions to protect their loved ones and work toward greater financial security.

1 - Schedule a Call.

Let’s talk! Whether we’re chatting over Zoom or in person, we’d love to connect with you and learn about your financial goals.

2 - We’ll Make a Plan.

Together, our team will create a custom financial plan tailored to your unique needs. Our goal is not just to tell you what to do, but to educate you on all your options and help you make informed decisions.

3 - Gain Confidence.

With a financial plan in place and our experienced guidance, you can feel confident that you and your family’s future are better prepared. If questions, concerns, or changes arise, we’ll be here to support you. We pride ourselves on our dedication to delivering great customer service and clear communication every step of the way.

How to Work with Us

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FAQs

  • Glenn brings over 12 years of experience in the financial services industry, having worked with thousands of clients throughout his career. He has held key roles at major institutions such as Wells Fargo and KeyBank (formerly First Niagara Bank), where he specialized in investment strategies and retirement planning. As a financial advisor holding both Series 7 and Series 66 registrations, Glenn provides personalized, goal-oriented financial guidance tailored to each client’s unique needs.

  • When offering investment advisory services, financial advisors act as fiduciaries and are legally required to act in your best interest. This means prioritizing your financial well-being with loyalty and care. Working with an independent financial advisor who acts in a fiduciary capacity and isn’t tied to a single company means you receive transparent advice tailored to your individual goals.

  • We are based in Pennsylvania but proudly serve advisory clients in Arizona, California, Florida, Illinois, Maryland, Michigan, Mississippi, Missouri, New Jersey, Tennessee, Texas, Washington State, and Virginia.

  • To learn more or dive right in, simply schedule a call with us. We look forward to connecting with you.

    For insurance-related questions, please contact me at glenn@geinsuranceforlife.com.For securities-related questions, please contact me at glenne@onesco.net.

Ready to Get Started?

For securities-related questions, please contact me at glenne@onesco.net.

CONTACT

glenne@onesco.net
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Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513)794-6794.  Investment Advisory services offered through O.N. Investment Management Company.

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