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SPONSORING EVENTS IN BUCKS AND MONTGOMERY COUNTY
CONTACT:
Brian Pultro
215-489-3876
brian.pultro@lpl.com
Link to Pultro Financial Management PFM
BRIAN PULTRO
click name for resume
Our Mission
At our firm, we have the client—and only the client—in mind.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Resources
Retirement
Steps to consider so you can potentially accumulate the money you’ll need to pursue the retirement activities you want.
Investment
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
Estate
Manage personal affairs while you’re alive and control the distribution of wealth upon your death.
Insurance
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Tax
Understanding tax strategies can potentially help you better manage your overall tax situation.
Money
Managing your money involves more than simply making and following a budget.
Lifestyle
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.