W Lee Shertzer, Cfp®

W Lee Shertzer, Cfp® Email and Phone Number

Managing Partner at Stewardship Advisors LLC a Registered Investment Advisor @ Stewardship Advisors, LLC
mount joy, pennsylvania, united states
W Lee Shertzer, Cfp®'s Location
Mt. Joy, Pennsylvania, United States, United States
About W Lee Shertzer, Cfp®

W Lee Shertzer, Cfp® is a Managing Partner at Stewardship Advisors LLC a Registered Investment Advisor at Stewardship Advisors, LLC. They possess expertise in investment advisory, retirement planning, strategic financial planning, wealth management, investment strategies and 11 more skills.

W Lee Shertzer, Cfp®'s Current Company Details
Stewardship Advisors, LLC

Stewardship Advisors, Llc

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Managing Partner at Stewardship Advisors LLC a Registered Investment Advisor
mount joy, pennsylvania, united states
Employees:
9
W Lee Shertzer, Cfp® Work Experience Details
  • Black Rock Retreat
    Board Member
    Black Rock Retreat Sep 2017 - Present
    Black Rock Retreat is a non-profit Christian organization that began in 1954. Originally started as a summer camp, the ministries of Black Rock Retreat have expanded to include year round retreat facilities and programs, an outdoor education program for Christian schools and Home School students, as well as a Challenge Ropes Course ministry.
  • Stewardship Advisors, Llc
    Managing Partner At Stewardship Advisors Llc A Registered Investment Advisor
    Stewardship Advisors, Llc Dec 2011 - Present
    321 W Main St., Mount Joy, Pa 17552
    -Walking with you on your Journey.We believe as stewards of others finances, the best way we serve, is to walk beside our clients on important decisions throughout their lives. As independent financial professionals, we provide objective advice on the many choices available to our clients. By forming a team of dedicated professionals, we strive to provide an exceptional client experience.PS. If you have endorsed me, thank you. Due to regulations in the securities industry against testimonials, I have had to block any endorsements from being seen by others.Advisory services are offered through Stewardship Advisors, LLC; an investment advisor registered with the United States Securities and Exchange Commission (SEC) and domiciled in the Commonwealth of Pennsylvania.
  • Blackrock Retreat
    Board Member/Treasure
    Blackrock Retreat 2001 - 2012
    Black Rock Retreat is a non-profit Christian organization that began in 1954. Originally started as a summer camp, the ministries of Black Rock Retreat have expanded to include year round retreat facilities and programs, an outdoor education program for Christian schools and Home School students, as well as a Challenge Ropes Course ministry.
  • Norlanco Financial Llc
    Owner-Financial Planner & Investment Advisor
    Norlanco Financial Llc Jan 1995 - Nov 2011
    Mount Joy, Pa
    During this time I built the office from 2 to 15 people and over $150 million in asset under management.

W Lee Shertzer, Cfp® Skills

Investment Advisory Retirement Planning Strategic Financial Planning Wealth Management Investment Strategies Investment Management Estate Planning Mutual Funds Retirement Portfolio Management Securities Alternative Investments Wealth Management Services Personal Financial Planning Investments Finance

Frequently Asked Questions about W Lee Shertzer, Cfp®

What company does W Lee Shertzer, Cfp® work for?

W Lee Shertzer, Cfp® works for Stewardship Advisors, Llc

What is W Lee Shertzer, Cfp®'s role at the current company?

W Lee Shertzer, Cfp®'s current role is Managing Partner at Stewardship Advisors LLC a Registered Investment Advisor.

What skills is W Lee Shertzer, Cfp® known for?

W Lee Shertzer, Cfp® has skills like Investment Advisory, Retirement Planning, Strategic Financial Planning, Wealth Management, Investment Strategies, Investment Management, Estate Planning, Mutual Funds, Retirement, Portfolio Management, Securities, Alternative Investments.

Who are W Lee Shertzer, Cfp®'s colleagues?

W Lee Shertzer, Cfp®'s colleagues are Leanne Lebo Fee, Fpqp®, Ben Writer, Jamie Glick, Thomas Talbott, John Simkins, Cima®, Cfp®, Chfc®, Mark A Brinser, Moriah Viozzi.

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