Rich Scott, Jim Finegan,

and Bob Poletti


125 Strafford Avenue, Suite 320
Wayne, PA 19087


Phone:  610-254-0499

Fax:      610-254-0725

Mon:8:00 AM to 5:00 PM
Tue:8:00 AM to 5:00 PM
Wed:8:00 AM to 5:00 PM
Thu:8:00 AM to 5:00 PM
Fri:8:00 AM to 5:00 PM
Available at other times by appointment.


24 Hour #:  866-512-0611

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  • Financial Planning
  • Tax Deferred Annuities
  • Mutual Funds and 529 Education Plans
  • Short / Long Term Income Replacement
  • Municipal and Tax-Exempt Securities
  • Nursing Home Health Care Insurance
  • Home Health Care Insurance
  • Term, Universal & Variable Universal Life Ins.
  • Representing Penn Mutual, Mass Mutual, Pacific
  • Life, Transamerica and many other life insurers
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  • Estate Planning
  • Employee Benefits
  • Ret. Accounts : IRAs, SEPs and Pensions
  • Group Health, Life & Disability Insurance
  • Survivorship Life Insurance
  • Group Identity Theft Protection Plans
  • Business Insurance
  • Retirement Accounts Rollover Plans
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    Pennsylvania
    Chester
    Paoli 19301 (tredyffrin, Western Mainline) 
    Delaware
    Bryn Mawr 19010 (Rosemont, garrett hill, main line, mainline, Rosemont), Wayne 19087 (Radnor, Mainline, Main Line, Chesterbrook,Radnor,Saint Davids,Strafford) 


    Offering the following service
    Finance & Investment
    529 Education Plans, Asset & Portfolio Management, Cash Flow Analysis, Estate Planning, Financial Planning, Inheritance Planning, Investment Planning, Municipal Securities, Mutual Funds, Retirement Accounts IRA, 401(k), Pension Plans, Retirement Accounts Rollover Plans, Retirement Planning, Tax-Exempt Securities
    Auto/Home/Personal Insurance
    Annuities, Online Insurance Quotes
    Employee Benefits/Group Insurance
    Employee Benefits, Group Dental Insurance Plans, Group Disability / Income Replacement - Long Term, Group Disability / Income Replacement - Short Term, Group Health Insurance, Group Identity Theft Protection Plans, Group Life Insurance, Group Long Term Care, Group Prescription Drug Plans
    Life Insurance
    Life Insurance, Term Life Insurance, Universal Life Insurance, Variable Universal Life Insurance, Whole Life Insurance
    Senior Insurance
    Home Health Care Insurance, Long Term Care Insurance, Nursing Home Care Insurance, Prescription Drug Plans
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