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John H Gilliam Agency
Distance: 0.4 Mi110 Bala Ave Fl 2
19004 Bala Cynwyd -
Barrist & Company
Distance: 0.9 Mi40 Rock Hill Rd
19004 Bala Cynwyd -
The Arjay Group
Distance: 1.3 Mi822 Montgomery Ave
19072 Narberth -
Blackriver Financial Services
Distance: 2.0 Mi6100 W Jefferson St
19151 Philadelphia -
ABSGo
Distance: 5.6 Mi803 E Willow Grove Ave
19038-7907 Glenside
Description
Products & Services To help our valued clients work toward their financial independence and achieve their goals, we provide programs designed for a broad range of needs and circumstances, as well as a variety of product choices to help implement these strategies. Through our business affiliations, we have access to the products and services from an impressive group of leading companies, which allows us to develop highly specialized strategies that are needs-based rather than product-driven.
About Us Our company and its affiliates are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement. Our mission is simple: to provide innovative and practical financial programs for our valued clients.
(CFP®). Active in the industry, David is a qualifying member of the Million Dollar Round Table (MDRT). MDRT is an international association of leading financial professionals, recognized as the standard of excellence in the life insurance-based financial services industry. Additionally, he is a member of the National Association of Insurance and Financial Advisors, Lancaster chapter. David is dedicated to helping clients protect and build what they have worked their lives to achieve.
As a financial professional, David creates value for clients by looking at each customer as a unique individual with unique financial needs. David is dedicated to providing individuals, families and business owners with the professional attention necessary to help them achieve their financial goals, offering continued service as their needs change. He and his clients work as a team to help clarify their financial goals, so that he can offer the most appropriate possible support and advice needed to help them achieve those goals.