Our process is interactive and depends a great deal on you providing us with information and documentation concerning your personal financial situation. Since our recommendations are based on the reliability of the data you provide us, the value received from the plan increases dramatically when we gain a deeper understanding of your current situation and future goals and objectives. We can work to make this process as easy as possible for you by obtaining original documents that we will copy and deliver the originals back to you. All data and documentation provided to us will be treated as confidential at all times, except when you directly express that information may be shared with your professional advisors or other individuals. Below is a sample of information that may be needed to complete your plan:
For more than 45 years, Bruton Financial Advisors has been helping individual and institutional investors and their professional advisors achieve their financial goals. We have built our business on a single foundation – that successful wealth planning always begins and ends with the unique needs of each individual client. We invite you to learn more about how we can help you achieve your financial goals today, tomorrow – and for life.
521 East Lancaster Avenue
Downingtown, PA 19335 (map)
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Investment Advisory Services offered through Bruton Financial Advisors, a SEC Registered Investment Advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron OH 44333-2431**
Bruton Financial Partners and Bruton Financial Advisors are separate entities from ValMark Securities.
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