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Chartered Retirement Plans SpecialistSM
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Vassey Financial Planning & Investments is a unique and independent investment firm built to span generations. No matter your situation, age, or financial status, we understand you are like no one else. There are no “one-size-fits all” solutions and there never will be. Our strategies, like our own lives, are not rigid, but flexible. We aim to synchronize our financial health with the world around us, creating realistic solutions that evolve with us as we live.
Our clients are from all stages of life and social statuses, but they share a few common characteristics. Our clients are intelligent, committed and focused on maintaining financial health.
Whether accumulating assets or establishing an income plan in retirement, we can guide you through the necessary steps to realize your goals. Whether you’re an experienced investor looking to provide continuity to a surviving spouse, a young couple expecting your first child, or empty nesters preparing for retirement, you are welcome here. Providing dedicated guidance is our specialty and helping clients is our passion. Retirement planning investing in stocks financial management serviceNANCIAL MANAGEMENT SERVICES INVESTMENT SERVICES IN Vassey Financial Planning and InvestmentsSeneca WEALTH MANAGEMENT FINANCIAL PLANNING IN Seneca financial advisors