Financial Planning
Susquehanna Valley Federal Credit Union is pleased to offer financial planning and wealth management services through Conte Wealth Advisors.
About Conte Wealth Advisors (CWA)
Conte Wealth Advisors is a full-service, boutique style, independent financial services firm that provides innovative, comprehensive financial planning, wealth management and retirement planning services. CWA is a third-generation, independent, family-owned financial services firm headquartered in Camp Hill, Pennsylvania.
Built on the principles of integrity, flexibility, commitment, and kindness, we strive to deliver a comfortable and personalized experience at every opportunity. With over 150 years of collective industry experience, our team has the expertise to help you through every stage of life’s journey. At CWA our goal is to provide you with personalized guidance and support in helping you achieve what matters most to you. At CWA you’ll receive state-of-the-art solutions with a personal touch.
Financial Planning Services
At CWA, our team of dedicated financial professionals will work closely with you to help you live comfortably today and protect your legacy for the future. We believe that the path towards your financial future requires a clear vision, a detailed plan, and a dynamic team. We believe the best results start by having a plan that is tailored to you and your goals. By evaluating your financial goals, what’s important to you, your attitudes towards investment risk, and time horizon enables us to better understand your needs and identify appropriate financial strategies.
CWA offer many services to meet your financial needs including some of the following:
- 401(k)/Pension Rollovers
- Portfolio/Investment Reviews
- Retirement Planning
- Fee-Based Asset Management
- Multi-Generational Planning
- Tax-Advantaged Investments
- Educational Planning
- Personal & Asset Protection
- Employer Sponsored Retirement Plans
As Independent Advisors, CWA has your best interest in mind and can provide investment and planning guidance free from corporate pressures. To focus on you and your journey, CWA is committed to serving your unique needs and demonstrates this through their knowledge of all areas of the wealth management process.
Request an Appointment
To schedule an appointment and free complimentary consultation with one of our Financial Advisors, please email info@contewealth.com or call 717.975.8800.
Conte Wealth Advisors, LLC
www.contewealth.com
(717) 975-8800
2009 Market Street
Camp Hill, PA 17011
