I help families and business owners who don't have the time, know-how or inclination to manage their financial affairs. We review current information, work out a plan and revisit it periodically. The services I provide include: Education Planning and 529s; Portfolio Management; Insurance Needs Analysis; Retirement Planning and rollover IRAs.
VINCENT DOTTERWEICH SENIOR VICE PREIDENT - I will design a specific customized Investment Strategy that will help you (Business & Individual clients) achieve your financial goals. As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs.
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