Tessa Schultz

Executive Administrator at Vicus Capital - State College, PA, US

Tessa Schultz's Colleagues at Vicus Capital
Amy Sanor

Financial Planning Specialist

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Jen Bohlman

advisory client services associate

Contact Jen Bohlman

Paul Masalski

investment advisor representative

Contact Paul Masalski

Sarah Mitrotz

client service associate

Contact Sarah Mitrotz

Maura Kaercher

Advisory Operations Associate

Contact Maura Kaercher

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Tessa Schultz's Contact Details
HQ
855-558-4287
Location
State College, Pennsylvania, United States
Company
Vicus Capital
Tessa Schultz's Company Details
Vicus Capital logo, Vicus Capital contact details

Vicus Capital

State College, PA, US • 100 - 249 Employees
Financial Services

A World-Class Experience in a First-Class PartnershipVicus Capital, Inc., is a boutique investment management and advisory firm. We specialize in the design and implementation of comprehensive wealth and security strategies on behalf of financial advisors to help investors accumulate, protect, and transfer wealth. Headquartered in State College, Pennsylvania, Vicus Capital has evolved into a dynamic, national financial services company. We are driven by our desire to understand and deliver on the unique needs and goals of financial advisors and their clients. At our core, we believe the lives of advisors and clients can be enriched through a partnership with an investment management firm focused on professional guidance delivered through a world-class service experience.Financial Planning and Investment Advisory Services offered through Vicus Capital, Inc., a federally Registered Investment Advisor.

Investment Management Custom Portfolio Design Practice Management Delivery of a World-Class Service Experience Partnership Development
Details about Vicus Capital
Frequently Asked Questions about Tessa Schultz
Tessa Schultz currently works for Vicus Capital.
Tessa Schultz's role at Vicus Capital is Executive Administrator.
Tessa Schultz's email address is ***@vicuscapital.com. To view Tessa Schultz's full email address, please signup to ConnectPlex.
Tessa Schultz works in the Financial Services industry.
Tessa Schultz's colleagues at Vicus Capital are Amy Sanor, Edward III, Darrel Drown, Jen Bohlman, Paul Masalski, Sarah Mitrotz, Maura Kaercher and others.
Tessa Schultz's phone number is 855-558-4287
See more information about Tessa Schultz