Phoenixville, PA Team - https://www.balaplanningteam.com/ How We Work Learn more Abut Our Phoenixville Bala Financial Group Planning Team click here Financial Advisors Julia Brufke Wenger, CFP, ChFC Phoenixville Branch Owner & Partner 610-933-3507 (610) 933-6263 firstname.lastname@example.org I love being a Certified Financial Planner for many reasons. It is the perfect blending of technical expertise and creativity. No two clients are alike, and a client’s goals and needs are as dynamic as the markets.. Read more Anthony Nicolai Investment Advisor (484) 259-1610 (610) 933-6263 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 Sean Osborn Financial Advisor (610) 933-3507 (610) 933-6263 firstname.lastname@example.org Sean is a Financial Advisor at Bala Financial Group. He works with individuals that have a desire to become financially literate by providing a clear path to effectively manage debt, accumulate assets, and protect their current... Read more Support Team Allison Brannen Director of Financial Operations (610) 933-3507 (610) 933-6263 email@example.com Have a Question Name Email Address Phone Question Thank you! Oops!