S.A. Wilson & Associates, LLC

More Info

"SAW provides clients with comprehensive or hourly, as-needed fee-only financial planning and daily investment management."

General Info

S.A. Wilson & Associates, LLC is a Registered Investment Advisor providing Investment and Financial Advice in Lewistown and State College, Pa. The Firm was founded by Shawn A. Wilson, Investment Advisor Representative, who has been serving families and businesses in Central Pennsylvania since 2000. Our firm offers clients an alternative to the world of stockbrokers and commissioned financial advisors by delivering clear and objective investment and financial advice free of conflicts of interest or ulterior motives. We establish solid relationships with our clients through full disclosure of all our business practices, consistent communication and education. We are not a performance-based or quota driven firm, our sole desire is the financial health and well-being of our clients through prudent investment management and careful financial planning

Services/Products

S.A. Wilson & Associates, LLC offers comprehensive or hourly, as-needed fee-only financial planning and investment management tailored to your specific needs and goals. Whether you are in need of a comprehensive plan and investment strategy or you would just like a second opinion about your financial affairs or investment portfolio, our firm works for you without the conflicts of interest or ulterior motives that may exist with financial advisor salesman. Our planning services use a team approach to coordinate with your CPA and Attorney during implementation of your plan. Our services are based on the Fiduciary duties encompassed in the Investment Advisers Act of 1940 and the Pennsylvania Securities Act of 1972. S.A. Wilson & Associates, LLC is a Registered Investment Advisor providing Investment and Financial Advice in Lewistown and State College, Pa. The Firm was founded by Shawn A. Wilson, Investment Advisor Representative, who has been serving families and businesses in Central Pennsylvania since 2000. Our firm offers clients an alternative to the world of stockbrokers and commissioned financial advisors by delivering clear and objective investment and financial advice free of conflicts of interest or ulterior motives. We establish solid relationships with our clients through full disclosure of all our business practices, consistent communication and education. We are not a performance-based or quota driven firm, our sole desire is the financial health and well-being of our clients through prudent investment management and careful financial plannin

Categories

Financial Planners, Investment Advisory Service, Investment Management

Details

Phone: (717) 242-2224

Address: 3 W Monument Sq Ste 300, Lewistown, PA 17044