Rich Scott, Jim Finegan,

and Bob Poletti


125 Strafford Avenue, Suite 320
Wayne, PA 19087


Phone:  610-254-0499

Fax:      610-254-0725

Mon:8:00 AM to 5:00 PM
Tue:8:00 AM to 5:00 PM
Wed:8:00 AM to 5:00 PM
Thu:8:00 AM to 5:00 PM
Fri:8:00 AM to 5:00 PM
Available at other times by appointment.


24 Hour #:  866-512-0611

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  • Financial Planning
  • Tax Deferred Annuities
  • Mutual Funds and 529 Education Plans
  • Short / Long Term Income Replacement
  • Municipal and Tax-Exempt Securities
  • Nursing Home Health Care Insurance
  • Home Health Care Insurance
  • Term, Universal & Variable Universal Life Ins.
  • Representing Penn Mutual, Mass Mutual, Pacific
  • Life, Transamerica and many other life insurers
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  • Estate Planning
  • Employee Benefits
  • Ret. Accounts : IRAs, SEPs and Pensions
  • Group Health, Life & Disability Insurance
  • Survivorship Life Insurance
  • Group Identity Theft Protection Plans
  • Business Insurance
  • Retirement Accounts Rollover Plans
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    Pennsylvania
    Chester
    Paoli 19301 (tredyffrin, Western Mainline), Berwyn 19312 (Easttown, Western Mainline, main line, Tredyffrin), 
    Devon 19333 (easttown, Western Mainline, main line), Malvern 19355 (Frazer, frazier, Great Valley, willistown, east whiteland, western mainline) 
    Delaware
    Bryn Mawr 19010 (Rosemont, garrett hill, main line, mainline, Rosemont), Newtown Square 19073 (Marple - Newtown), 
    Villanova 19085 (St. David's, Saint Davids, Mainline, Main Line, Ithan), Wayne 19087 (Radnor, Mainline, Main Line, Chesterbrook,Radnor,Saint Davids,Strafford) 


    Offering the following service
    Finance & Investment
    Estate Planning, Financial Planning, Retirement Accounts IRA, 401(k), Pension Plans, Mutual Funds, 529 Education Plans, Investment Planning, Retirement Planning, Asset & Portfolio Management, Inheritance Planning, Retirment Accounts Rollover Plans, Municipal Securities, Tax-Exempt Securities, Cash Flow Analysis
    Auto/Home/Personal Insurance
    Annuities, Online Insurance Quotes
    Life Insurance
    Life Insurance, Term Life Insurance, Whole Life Insurance, Universal Life Insurance, Variable Universal Life Insurance
    Senior Insurance
    Long Term Care Insurance, Home Health Care Insurance, Nursing Home Care Insurance, Prescription Drug Plans
    Employee Benefits/Group Insurance
    Employee Benefits, Group Health Insurance, Group Life Insurance, Group Disability / Income Replacement - Short Term, Group Long Term Care, Group Disability / Income Replacement - Long Term, Group Dental Insurance Plans, Group Prescription Drug Plans, Group Identity Theft Protection Plans
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