Full service financial planning, investment & tax planning firm
Financial Planning, Portfolio Evaluation, Retirement Planning, Tax Planning,
College & Educational Planning, Estate Settlement Assistance
Registered Representatives offering securities and Advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Advisory services also offered through Masland & Barrick Advisory, Inc. Cetera is under separate ownership from any other named entity.
Keywords: financial plan,
financial advice,
retirement planning,
tax planning,
college planning,
estate planning,
long term care
Interview Q&A
How long have you been in business?
We started our firm in 1990 and are enjoying over 30 years of increased success ever since.
What is your primary product or service?
We guide Central PA families through the financial maze of information to secure a solid retirement, save for future college tuition for children and leave a legacy for their children or the community.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
While the professionals in our firm come from different backgrounds, we all posess the best credentials available for assisting our clients with their entire financial life decisions. Our credentials include B.S. degrees in Accounting and Business Administration with a concentration in Finance, in addition to industry credentials including the Certified Financial Planner designation.
How do you differentiate yourself from other businesses in your category and area?
We listen... carefully! Every family we work with is unique and therefore the solutions must be tailored to their situation alone.
Provide detailed directions to your location
We are located on the corener of 36th Street and Trindle Road in Camp Hill, near the YMCA. We are 3 buildings east of Mountz Jewelers and across the street from the YMCA.
Which areas do you service?
All of Central Pennsylvania; including Cumberland, Dauphin, Lancaster, Perry and York counties
Who owns your company or runs daily operations?
Stacey Gibble Barrick, CFP and Audrey S Myer, CFP, are the Principals of the firm.
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