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        Everyone has a vision of what their successful financial future could be. Our goal at Ocker Financial Services is to help you achieve yours.

        General Info
        As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon and goals, Ill work diligently to develop a program that carefully balances investment strategies with preserving principal.I will take a look at your current investments and apply financial best practices to determine which parts of your plan are working for you and which parts can use improvement. Your personalized plan will include everything that you and your spouse or significant other have accumulated. The result will be complete integration of all your investment and financial disciplines into a single strategy. Through regular meetings, ongoing updates and individualized attention, I will make it a priority to keep you on the right path and make sure you are always familiar with where your plan is taking you.
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        Services/Products
        Retirement Planning, Tax Planning, Brokerage Services, Insurance Planning, Asset & Portfolio Management, Estate Management, Employee Benefit Plans, Investment Research, Business Planning, Estate Planning, Elder Care Planning, Financial Management, Inheritance Planning, Trust Management, Investment Planning, Securities Brokers, Fee-Based Financial Planning, Equity Investments, IRA Rollovers, Trusts, Financial Advisors, Financial Consultants, Charitable Trusts, Family Financial Planning, Stock Investments, Asset Management, Investment Advisors, Mutual Funds, Investments, SEP Individual Retirement Accounts, Bonds, Individual Retirement Accounts, Annuities, Government Bonds, Index Funds.
        Accreditation

        CFP (r) , ChFC

        Other Link

        http://www.ockerfinancialservices.com

        Categories
        Financial Planning Consultants, Investment Advisory Service

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        Details

        Phone: (717) 263-3316

        Address: 858 Lincoln Way East, Chambersburg, PA 17201

        Website: http://www.ockerfinancialservices.com

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