Jesse Colgan's Contact Details

Jesse Colgan's Company Details

Guided Wealth Management

West Chester, PA, US • 5 - 9 Employees
Financial Services

Guided Wealth is an independent financial services firm whose focus is mainly retirement. Unlike many large corporate financial firms whose representatives are aligned with a specific company or product, we are independent. Working through our broker/dealer NEXT Financial Group, INC., we have access to hundreds of investment and insurance solutions. While some advisors seek to solve your needs with one product (usually indexed annuities or mutual funds), at Guided Wealth we have access to multiple solutions. Through our many relationships we can offer mutual funds, stocks, bonds, brokerage CDs, money markets, ETFs, fixed annuities, indexed annuities, variable annuities, immediate annuities, traded and non-traded REITs, and more. We have the resources to do what we believe is in your best interest.Securities and investment advisory services are offered through NEXT Financial Group, Inc., member FINRA/SIPC. Guided Wealth Management is not an affiliate of NEXT Financial Group, Inc. Investment products and services available only to residents of AL, CA, CT, DE, FL, GA, HI, ID, MA, MD, MO, NC, NJ, PA, PR, SC, TX, VA, and WA. http://www.guided-wealth.com