Phoenixville, PA Team - https://www.balaplanningteam.com/
Financial Advisors
Julia Brufke Wenger, CFP, ChFC
Phoenixville Branch Owner & Partner
(610) 933-6263
jbrufkewenger@balafinancial.com
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..
Anthony Nicolai
Investment Advisor
(610) 933-6263
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...
Sean Osborn
Financial Advisor
(610) 933-6263
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...