Mary Ann McCallister

Client Service and Operations Manager at Thrive Wealth Management - Norristown, PA, US

Mary Ann McCallister's Colleagues at Thrive Wealth Management

Amanda McKay

Administrative Assistant

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Michael Ptaszenski

Managing Partner

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Christian Dekker

Financial Planning Associate

Contact Christian Dekker

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Mary Ann McCallister's Contact Details

Email (Verified)
***@thrivewealth.com

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Mobile Number
(XXX) XXX-XXXX

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HQ
215-376-5530

Location
Greater Pittsburgh Region

Company
Thrive Wealth Management

Mary Ann McCallister's Company Details

Thrive Wealth Management

Norristown, PA, US • 20 - 49 Employees
Financial Services

We are purposely a boutique firm founded by experienced CERTIFIED FINANCIAL PLANNER™ professionals dedicated to offering REAL financial planning for a fair fee. During your life you will be faced with multiple financial decisions, a few of these will be so important, a misstep could be detrimental to your success. Thrive will consider your entire financial picture, lay out your options, and partner with you to help make the right decisions.Our mission is to help you make better financial decisions by simplifying and organizing your complex financial lifeMenu of Services:Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningEducation PlanningExecutive Benefit PlanningSocial Security PlanningCharitable PlanningSuccession PlanningCorporate Retirement Planning

Investment Management Retirement Planning Tax Management Estate Planning Financial Services Financial Advisory Services

Details about Thrive Wealth Management

Frequently Asked Questions about Mary Ann McCallister

Mary Ann McCallister currently works for Thrive Wealth Management.

Mary Ann McCallister's role at Thrive Wealth Management is Client Service and Operations Manager.

Mary Ann McCallister's email address is ***@thrivewealth.com. To view Mary Ann McCallister's full email address, please signup to ConnectPlex.

Mary Ann McCallister works in the Financial Services industry.

Mary Ann McCallister's colleagues at Thrive Wealth Management are Amanda McKay, Missy Pohlig, Matt Donahue, Michael Ptaszenski, Loretta Hutchinson CFP®, Matthew Fatz, Christian Dekker and others.

Mary Ann McCallister's phone number is 215-376-5530