Michael Vergari Cfp®, Awma®, Cltc Email & Phone Number

"Making informed decisions with clients for a financially responsible future"Helping individuals and families reach their financial aspirations through candid discussions on investments, insurance, and wealth management options. Utilizing the abundance of resources through Janney Montgomery Scott, one of the oldest Wall Street firms, I assist clients through the gambit of choices and options which inundate the market. Understanding the investments owned, risks taken, and fees paid are the paramount topics I cover with every client.Specialties: There are many core decisions to make during a fiscally responsible life, including but not limited to:- Planning for retirement income- Saving for college- Managing taxes- Extended care solutions- Owning a business- Career changes and rolling over 401(k)- Family changes and estate planningAdditionally, I maintain my FINRA Series 7 & 66 designations as well as my Pennsylvania Life, Accident, & Health Insurance license. I am registered in AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, MA, MD, MT, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, & WV with the ability to be designated in others.For more information about Janney, please see Janney’s Relationship Summary (Form CRS) at www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

Listed skills include Investment Management, Estate Planning, Insurance, Retirement Planning, and 14 others.