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 clarity and peace of mind. We help ensure you are well-positioned for your current reality and for retirement, whether you are looking for growth and/or protection, income, or leaving a legacy.

Do you ever feel?

  • Anxious about retirement and unsure about how much you need to save? 

  • 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.

Why Choose Us?

Independent, Fiduciary Advice

We work for you, not a big bank or brokerage.

Over 26 Years of Experience

Thousands of clients served across many different states.

Customized Planning

We don’t do cookie-cutter strategies, just personalized plans that fit your reality.

Ongoing Guidance

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

OUR MISSION

GE aims to provide individuals and families alike with financial security through our knowledgeable, comprehensive planning services. We are committed to empowering our customers to protect their loved ones and build a secure future with financial freedom.

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 Peace of Mind.

With a financial plan in place and our experienced guidance to navigate it, you can rest assured knowing you and your family’s future is protected. And, if any questions, concerns, or adjustments arise down the road, we will be there for you. We pride ourselves on our dedication to great customer service and clear communication at every turn.

How to Work with Us

FAQs

  • Glenn has over 26 years of experience as a financial professional and has worked with thousands of clients. Throughout the years, Glenn has worked as a financial advisor for major banks including Wells Fargo and KeyBank (formerly First Niagara Bank) executing investment programs and carving the roadmap for clients’ retirement. His extensive experience in designing investment portfolios, coupled with his status as a Series 7 Licensed independent financial advisor, enables him to provide personalized advice driven by your unique goals.

  • As fiduciary financial advisors, we are legally and ethically required to act in your best interest. This means we always prioritize your financial well-being and benefits above our own. By working with a fiduciary and independent financial advisor who isn’t tied to one company, you can rest assured knowing you’re receiving transparent advice tailored solely to your goals.

  • We are based in Pennsylvania but proudly serve clients in Arizona, California, Connecticut, Delaware, Florida, Georgia, Illinois, Iowa, Maryland, Michigan, Mississippi, Missouri, New Mexico, North Carolina, New Jersey, New York, South Carolina, Tennessee, Texas, Washington, D.C., Washington State, and Wisconsin.

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