Devon, PA Managing Partner Joseph S. Little, CLU Managing Partner 610-940-1010 firstname.lastname@example.org With over 30 years of industry experience, Joe uses his wealth of professional knowledge and sound judgment to help clients achieve their financial goals. He assists individuals, families and business owners... Read more Financial Advisors William G. Wilk, CLU, CFOhttps://www.linkedin.com/in/william-wilk/ Investment Financial Advisor 484-259-1616 610-940-1016 email@example.com Bill takes pride in serving as a resource for clients looking to navigate their financial future. Bala Financial Group takes pride in being a “Retirement Resource Center”. Bill looks forward to serve the best interest of... Read more Marc Lowenberg, MBA, CFP, ChFC® Investment Financial Advisor 484-259-1606 Marc@Lowenbergwealthmgmt.com Brian McKittrick, CFP Financial Advisor 484-259-1609 firstname.lastname@example.org Anthony Nicolai Investment Financial Advisor 484-259-1610 email@example.com Request an Appointment Anthony is a resource for people who are looking to achieve their financial goals while still protecting their families. He concentrates on helping families design insurance strategies which ensure stability... Read more Bob Riley, CLU, ChFC Financial Advisor 610-251-0747 Rriley@therileycompany.com Christopher J. Mitchell, CFP® Financial Advisor 484-259-1633 610-940-1016 firstname.lastname@example.org Chris joined Bala Financial Group in 2016. Chris has over 16 years of experience in the Financial Industry, most notably his previous involvement in Vanguard’s “High Net Worth” Division. Chris will leverage his... Read more John Vondercrone Registered Administrator 484-259-1608 610-940-1016 email@example.com Joshua Weiskopf Financial Advisor 484-259-1612 610-940-1016 firstname.lastname@example.org Josh began his career in financial services 16 years ago focusing on retirement solutions for participants in 401(k) plans.Through his experience, Josh decided to focus his practice on providing individual advice tailored to each client... Read more Support Team Suzanne Reisser New Business Administrator 484-259-1602 email@example.com Leslie Scarano Little Compliance Coordinator 484-259-1605 firstname.lastname@example.org Peggy Martin Sales Assistant 484-259-1625 email@example.com Peggy is not affiliated with Signator. Read more Fran Mahoney Investment Financial Advisor 484-259-1604 Fran@lowenbergwealthmgmt.com Torri Brooks Client Relationship Manager 484-259-1607 610-940-1016 firstname.lastname@example.org Experienced Client Relationship Manager with a demonstrated history of working in the financial services industry. Skilled in MS-DOS, Management, Microsoft Excel, Customer Service, and Process Management. Read more Christine Trakes Executive Assistant 484-259-1623 610-940-1016 Christine@LowenbergWealthMgmt.com Have a Question Name Email Address Phone Question Thank you! Oops!