Rebecca Wise
FIC
Helping people achieve financial clarity guided by their priorities.
State(s) Licensed: DE, MI, MN, NJ, PA, SC, VA
11 E. Philadelphia Ave PO Box 200
Boyertown, PA 19512
Helping people achieve financial clarity guided by their priorities.
State(s) Licensed: DE, MI, MN, NJ, PA, SC, VA
Simplifying your Finances, and Empowering You to Navigate your Financial Journey with Confidence.
Thrivent Financial has one of the strongest capital positions in the industry. However; it's our mission that makes us unique. We believe that money is a tool not a goal - one that can afford you a life rich in meaning and gratitude. As a Financial Professional, I will work with you to provide comprehensive and understandable financial guidance that reflects your goals and values. Whether it is helping you with Retirement planning or Protecting your loved ones, together we can develop a financial strategy that helps your money work for you.
I offer appointments in my offices located both in Boyertown and Easton as well as virtually through ZOOM. I am also a part of the Herald Financial Group, which has offices in Montgomeryville, PA. To schedule an appointment, please call 610-839-8955. The office address for Boyertown is 11 E Philadelphia Ave Boyertown, PA 19512. The office is located directly behind the Atherton Inn. The office address for Easton is 400 S. Greenwood Ave. Suite 302 Easton, PA
Click the link below to book a meeting-
Book a meeting with Rebecca Wise
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Locations
Boyertown Office
- Phone:
- 610-839-8955
- Mobile:
- 610-226-7799
Hours
By Appointment