John Ungerman
CFP®, ChFC®, CLU®, CASL®, FIC, RICP®, ChSNC®, CKA®
Wealth Advisor
Creating financial strategies for every phase of life
State(s) Licensed: CA Insurance Lic. #0E94436, DE, ME, NM, PA
Phone: 610-970-4740
Address:
2500 E High St Ste 620
Pottstown, PA 19464
Creating financial strategies for every phase of life
State(s) Licensed: CA Insurance Lic. #0E94436, DE, ME, NM, PA
Welcome!
I look forward to working with you! My office is located on East High Street in Pottstown, close to the Philadelphia Premium Outlets. As I celebrate my 24th anniversary with Thrivent, you can be assured that I love what I do: helping my members become, and stay, financially secure. Whether you’re just starting out, or preparing for the retirement you’ve dreamed about, we can create a financial strategy to help you reach your goals with confidence. Keeping you informed is equally important. We’ll meet regularly to review where you stand on your journey to surplus. I am a frequent speaker at seminars on Retirement, Social Security, and Legacy Planning – be sure to attend one of my upcoming events, or contact me to speak with your group.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Pottstown Office
- Phone:
- 610-970-4740
- Fax:
- 484-941-0994
Hours
M – F: 9 a.m. – 5 p.m.