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      Conestoga Group

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      Financial Planning Consultants, Financial Services, Insurance

      601 Swedesford Rd, Malvern, PA 19355

      610-889-9500

      OPEN NOW: 
      Today: 8:00 am - 5:00 pm
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      DETAILS
      General Info
      Individuals today are increasingly inclined to use an objective planner to determine their financial needs' one who offers low-cost products to satisfy these needs and who provides the ongoing knowledge and support to keep their plans on track. Conestoga Group has developed an affordable approach for you to implement this process. For a small fee, a Comprehensive Planning Analysis will review your current situation, including life, disability, and long term care insurance needs, and provide the additional funding requirements needed to pursue any number of retirement, education, or other objectives. A second, optional small fee will engage us to develop specific asset allocation portfolios, matching your tolerance for risk with various portfolios of asset classes. Our final stage of involvement, should you choose to continue, would be to implement your Asset Allocation Strategy through our carefully chosen menu of mutual funds. No-load or commission-based funds are available through brokerage accounts offered by Commonwealth Financial Network, our broker/dealer. Commission-based insurance and investment products are also available without the planning fees described above.
      Extra Phones

      Phone: 610-981-4054

      Phone: 610-889-9508

      Fax: 610-889-9508

      TollFree: 800-395-2397

      Hours
      Regular Hours
      Mon - Fri:
      Categories
      Financial Planning Consultants, Financial Services, Insurance, Investment Advisory Service
      AKA

      The Conestoga Group

      Other Links

      http://www.conestoga.biz

      https://cgiadvisors.com

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