Wealth Professionals : Sound financial advice
SHAMOKIN - Since 1999, founder Ken Shedleski and the staff at Wealth Professionals, Shamokin, have been providing sound financial advice and insurance options to area clients.
Shedleski and his staff of skilled professional agents provide independent and unbiased financial solutions for people and organizations locally and beyond.
The company website explains Wealth Professionals' mission: "We are a family of certified, competent, service-oriented and experienced professionals dedicated to helping you reach your personal financial goals with a full range of financial products and solutions designed to meet your specific financial needs."
Through personalized service, Wealth Professionals tailors a financial plan to help you reach your goals, whether it may be security for your family, investments for your future retirement or paying for that college education.
Wealth Professionals offers a variety of products and services that meet financial objectives and risk tolerance. The firms offers products such as individual money managers/wrap free accounts, stocks and bonds, mutual funds, 401K services, fixed and variable annuities and a variety of insurance products, such as life and health, property and casualty and estate planning.
Financial plans can be designed to suit the customers' needs, whether they only can make small monthly contributions or are able to work toward their financial solution on a larger scale.
The staff is dedicated to providing the best unbiased advice they can while maintaining the highest standards of integrity and professionalism in their client-counselor relationships. They use hands-on management, discussions on a case-by-case basis and demonstrate a passion to help people and institutions.
"We love to listen to our clients and help them understand their options, so they can achieve their goals through careful, thoughtful and prudent strategies. We not only work to create wealth, but preserve it as well," Shedleski said.
In 2011, Wealth Professionals welcomed Sterne Agee Financial Services Inc. as its new broker/dealer. Founded in 1901, Sterne Agee remains one of the few privately-owned brokerage firms in the country. It has survived the many waves of consolidation by sticking to its principles, hiring and rewarding talent and faithfully serving clients in ways that other firms simple can't or won't. Sterne Agee serves clients in all 50 states.
The company also gives back to the community regularly. Wealth Professionals recently donated the scoreboard for the Mount Carmel Junior Baseball League and will bring batting cages to the league in the near future. Wealth Professionals also contributes to Camp Cadet, Central Susquehanna Opportunities, Lewisburg Youth Sports and the Harley Ride for the Muscular Dystrophy Association.
Wealth Professionals is located on the second and third floors of the FNB Bank Building, 100 W. Independence St., Shamokin. For more information or to speak to someone about planning your financial future, call them at 648-6061 or (800) 396-3624. They can also be found online at www.wealthprofessionalsinc.com.