William Boldizar Email & Phone Number

Our services cover all areas of financial management, from retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both their long term and short term objectives.1. Securities Licensed in: PA, NJ, DE, FL Insurance Licensed in: PA, NJ, DE, FL Advisory Licensed in: NJ 2. Disclosure: http://www.mutualofomaha.com/disclosure/ 3. Securities offered through Mutual of Omaha Investor Services, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Mutual of Omaha Investor Services, Inc. a SEC Registered Investment Advisory Firm. FINRA (www.finra.org)/ SIPC (www.sipc.org). 4. If Mutual of Omaha Financial Advisors is listed on this page in any manner, this additional disclosure is required: "Mutual of Omaha Financial Advisors is the marketing name for Mutual of Omaha Investor Services, Inc."5. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences.6. Any links to third-party websites and resources are provided solely as a convenience to you and not as an endorsement of the content. We make no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party.7. 460 Norristown Road, Suite 310Blue Bell PA 19422