Seth Bittner

Seth Bittner Email and Phone Number

Financial Advisor at Ethos Financial Group @ Ethos Financial Group, LLC
Seth Bittner's Location
Conshohocken, Pennsylvania, United States, United States
Seth Bittner's Contact Details

Seth Bittner personal email

n/a
About Seth Bittner

Through Ethos Financial Group, I help families and business owners simplify complicated financial matters using my educational background and nearly 20 years of experience advising my clients in the areas of Wealth Accumulation and Risk Mitigation. This includes guiding clients through all phases of retirement accumulation and distribution, as well as estate planning and legacy strategies so that wealth can be passed on to future generations in an efficient and effective manner. For business owners, I help with business continuation, buy/sell agreements, group benefits, retirement and executive bonus plans.I am licensed in Series 6, 7, 63, 65 and Life, Accident and Health insurance. I am a member of the National Association of Insurance and Financial Advisers (NAIFA).Please feel free to contact me sbittner@htk.com.“Please note that current regulatory policy does not allow me to receive endorsements of Skills & Expertise. While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services or the performance of your accounts.”

Seth Bittner's Current Company Details
Ethos Financial Group, LLC

Ethos Financial Group, Llc

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Financial Advisor at Ethos Financial Group
Seth Bittner Work Experience Details
  • Ethos Financial Group, Llc
    Financial Advisor/Partner
    Ethos Financial Group, Llc Sep 2023 - Present
    King Of Prussia, Pennsylvania, United States
    View
  • Almanack Investment Partners, Llc
    Senior Financial Advisor
    Almanack Investment Partners, Llc Oct 2017 - Sep 2023
    Wayne, Pa
    Seth helps families and business owners simplify complicated financial matters using his educational background and nearly 20 years of experience advising his clients in the areas of Wealth Accumulation and Risk Mitigation. This includes guiding clients through all phases of retirement accumulation and distribution, as well as estate planning and legacy strategies so that wealth can be passed on to future generations in an efficient and effective manner. For business owners, Seth helps with business continuation, buy/sell agreements, group benefits, retirement and executive bonus plans.Seth began his career as a Financial Advisor with Northwestern Mutual and spent 11 years as a Senior Advisor for 1847 Financial.Seth resides in Elverson, Pennsylvania with his wife and daughter. They enjoy golfing, fishing and anything that takes them outdoors. He is active in his local philanthropic communities. He obtained a Bachelor of Science degree in Finance from Philadelphia University and is Series 6,7,63, 65 and Life, Accident and Health insurance licensed.
    View
  • 1847 Financial
    Senior Financial Advisor
    1847 Financial Feb 2007 - Nov 2017
    Conshohocken, Pa
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Apr 2004 - Feb 2007
    View

Seth Bittner Skills

Disability Insurance Estate Planning Mutual Funds Investments Wealth Management Series 63 Series 7 Fixed Annuities Asset Allocation Life Insurance Investment Advisory Portfolio Management

Seth Bittner Education Details

  • Bachelors
    Bachelors
    Finance

Frequently Asked Questions about Seth Bittner

What company does Seth Bittner work for?

Seth Bittner works for Ethos Financial Group, Llc

What is Seth Bittner's role at the current company?

Seth Bittner's current role is Financial Advisor at Ethos Financial Group.

What is Seth Bittner's email address?

Seth Bittner's email address is sb****@****htk.com

What is Seth Bittner's direct phone number?

Seth Bittner's direct phone number is +161077*****

What schools did Seth Bittner attend?

Seth Bittner attended Bachelors.

What are some of Seth Bittner's interests?

Seth Bittner has interest in Hunting, Children, Fishing, Golfing.

What skills is Seth Bittner known for?

Seth Bittner has skills like Disability Insurance, Estate Planning, Mutual Funds, Investments, Wealth Management, Series 63, Series 7, Fixed Annuities, Asset Allocation, Life Insurance, Investment Advisory, Portfolio Management.

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