Working toward your goals It starts with a strategic plan

Gerry Spitzer, CPWA®, CRPC®, CEPA®

Senior Vice President - Wealth Management
Certified Exit Planning Advisor (CEPA®)
Chartered Retirement Planning Counselor (CRPC®)

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Trusted financial advice is more important today than ever. As your Financial Advisor, your financial goals are the focus of everything I do. I want to learn all I can about you, so I can address your most important priorities with a detailed plan that puts your goals within reach. My aim: to be your advisor, committed to a relationship that’s relevant to your life and focused on your financial success.


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