Scot Guldin
ChFC®, FIC, CKA®
Financial Advisor
Guiding you to financial security and contentment
State(s) Licensed: CO, FL, NJ, PA, TX
Phone: (610) 683-3564
Address:
102 Tomahawk Dr
Kutztown, PA 19530
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.
To learn more about the privacy of your information, visit our privacy policy.
Location
Kutztown Office
- Phone:
- (610) 683-3564
Hours
M – F: 9 a.m. – 5 p.m.