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W Lee Shertzer, Cfp® is listed as Board Member at Stewardship Advisors, LLC, a with 9 employees, based in Mt. Joy, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for W Lee Shertzer, Cfp®.
W Lee Shertzer, Cfp® previously worked as Board Member at Black Rock Retreat and Managing Partner at Stewardship Advisors LLC a Registered Investment Advisor at Stewardship Advisors, Llc.
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W Lee Shertzer, Cfp® is a Board Member at Stewardship Advisors, LLC. They possess expertise in investment advisory, retirement planning, strategic financial planning, wealth management, investment strategies and 11 more skills.
Listed skills include Investment Advisory, Retirement Planning, Strategic Financial Planning, Wealth Management, and 12 others.
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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.
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.
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.
Mount Joy, Pa
During this time I built the office from 2 to 15 people and over $150 million in asset under management.
Other employees you can reach at mystewardshipadvisor.com. View company contacts for 9 employees →
Moriah Viozzi
Colleague at Stewardship Advisors, LlcElizabethtown, Pennsylvania, United States
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JG
Jamie Glick
Colleague at Stewardship Advisors, LlcUnited States
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Leanne Lebo Fee, Fpqp®
Colleague at Stewardship Advisors, LlcLancaster County, Pennsylvania, United States
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TT
Thomas Talbott
Colleague at Stewardship Advisors, LlcLancaster, Pennsylvania, United States
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BW
Ben Writer
Colleague at Stewardship Advisors, LlcMt. Joy, Pennsylvania, United States
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MA
Mark A Brinser
Colleague at Stewardship Advisors, LlcMt. Joy, Pennsylvania, United States
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JS
John Simkins, Cima®, Cfp®, Chfc®
Colleague at Stewardship Advisors, LlcMt. Joy, Pennsylvania, United States
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Quick answers generated from the profile data available on this page.
W Lee Shertzer, Cfp® works for Stewardship Advisors, LLC.
W Lee Shertzer, Cfp® is listed as Board Member at Stewardship Advisors, LLC.
W Lee Shertzer, Cfp® is based in Mt. Joy, Pennsylvania, United States while working with Stewardship Advisors, LLC.
W Lee Shertzer, Cfp® has worked for Black Rock Retreat, Stewardship Advisors, Llc, Blackrock Retreat, and Norlanco Financial Llc.
W Lee Shertzer, Cfp®'s colleagues at Stewardship Advisors, LLC include Moriah Viozzi, Jamie Glick, Leanne Lebo Fee, Fpqp®, Thomas Talbott, and Ben Writer.
You can use AeroLeads to view verified contact signals for W Lee Shertzer, Cfp® at Stewardship Advisors, LLC, including work email, phone, and LinkedIn data when available.
W Lee Shertzer, Cfp® is listed with skills including Investment Advisory, Retirement Planning, Strategic Financial Planning, Wealth Management, Investment Strategies, Investment Management, Estate Planning, and Mutual Funds.
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