Our office, in affiliation with Principal Wealth Solutions, LLC (PWS), provides a wide array of financial services. PWS’s president, Rocco Tatasciore, has provided insurance and investment services to individuals and small business clients since 1984. Some of the ways they can help you address your investment portfolio are:
• Stocks
• Bonds
• No-Load Mutual Funds
• FDIC Secured Certificates of Deposit
• Annuities
• IRA
• Investment Advisory Fee Based Services
(Through Investacorp Advisory Services, Inc.)
Rocco, and his staff will work with you to understand your needs and goals as well as your risk tolerance. Then, they will suggest an investment strategy designed to help address those needs and goals. In today’s changing marketplace experience can be a pillar on which to rely for sound professional investment strategies.
In many ways, the internet has changed the way we invest and the way we hope to potentially profit from those investments. We understand how hard you have worked to accumulate assets and how difficult finding an experienced financial executive can be. That is why we offer you our full resources and our commitment to excellence. You will be able to access your accounts and view activity and balances 24 hours a day, 7 days a week at our financial website: www.principalwealthsolutions.com.
To reach Principal Wealth Solutions, LLC please feel free to contact Rocco Tatasciore at: 610-409-0630 extension 111 or by email at: roccot@bmpcpas.com.
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