Scot Guldin

ChFC®, FIC, CKA®

Financial Advisor

Guiding you to financial security and contentment

State(s) Licensed:   CO, FL, NJ, PA, TX

Address

102 Tomahawk Dr
Kutztown, PA 19530

Scot Guldin

Guiding you to financial security and contentment

State(s) Licensed:   CO, FL, NJ, PA, TX

Proud to Serve Kutztown and Greater Berks County!

A life-long resident of the greater Kutztown area, I love our community and am proud to help area families achieve their financial goals. I strive to take the fear and complexity out of finances. I believe that planning is never finished, and it is never too late to begin! My approach always starts with you –having a conversation to identify your needs, goals, and values. Then we create a strategy that will grow with you. I particularly focus on: protection; saving for retirement; the unique considerations of living in retirement (determining how best to distribute those hard-earned retirement savings); and maximizing your legacy to future generations. Let’s get started on your journey to financial security.

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Location

Kutztown Office

Phone:
(610) 683-3564

Hours

M – F: 9 a.m. – 5 p.m.