Lance Rosina

Financial Advisor at Bernardo Wealth Planning - Harleysville, PA, US

Lance Rosina's Contact Details
HQ
267-500-1080
Location
Harleysville,Pennsylvania,19438,United States
Company
Bernardo Wealth Planning
Lance Rosina's Company Details
Bernardo Wealth Planning logo, Bernardo Wealth Planning contact details

Bernardo Wealth Planning

Harleysville, PA, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

Bernardo Wealth Planning assists in the creation, preservation, and management of wealth for our clients. BWP's investment strategy rests firmly — always — upon our client-centered philosophy. We use theme-driven tactical and non-correlated vehicles with broad diversification across multiple asset classes, combining passive and active management, as essential tools to help mitigate risk and maximize our clients' potential returns. Through the hiring of professional money managers, we are able to utilize some of the best investment minds in the industry. All these resources go to work for you, in service of one aim: to help achieve your goals.

Retirement Planning Investment services and personal investing Family needs planning Business succession planning Estate planning
Details about Bernardo Wealth Planning
Frequently Asked Questions about Lance Rosina
Lance Rosina currently works for Bernardo Wealth Planning.
Lance Rosina's role at Bernardo Wealth Planning is Financial Advisor.
Lance Rosina's email address is ***@bernardowp.com. To view Lance Rosina's full email address, please signup to ConnectPlex.
Lance Rosina works in the Investment Management industry.
Lance Rosina's colleagues at Bernardo Wealth Planning are Rose Bernardo, Lance Rosina, Matt Rittenhouse, John Bernardo, Micah Godshall, Matt Rittenhouse and others.
Lance Rosina's phone number is 267-500-1080
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