PMM Financial Group
Scott takes a hands-on approach to his clients' financial dreams and goals, not just by creating a plan but also helping every step of the way. His holistic process starts with understanding and taking into consideration a client's entire situation, not just the usual financials, then he works with his clients year after year, helping them navigate life's changes and be prepared for its challenges.
Scott works with both just starting and mature clients to plan for many goals such as education, job transition, putting together a budget, and saving for shorter-term goals. He has specific experience working with the LGBT community, and helping small to mid-sized businesses with benefits and retirement plans.
Holding the CRPC (Chartered Retirement Planning Counselor) designation, Scott focuses not only on saving for retirement, but also on how to create an income stream to help his clients enjoy life rather than be forced to go back to work.
Scott recently moved to Levittown, PA where he is learning what the phrase “joys of home ownership” really means. In his spare time he enjoys playing board games with friends, performing at the New Jersey Renaissance Faire, amateur film making, and conventions.
Please contact Scott by cell phone at (856) 430-7723.
Securities and investment products and services offered through Waddell & Reed, Inc. (WRI), member FINRA/SIPC. PMM Financial Group is a separate entity from WRI. (09/20)