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Helping Clients Accumulate, Protect, and Transfer Wealth

WEALTH MANAGEMENT

Wealth management services are provided by V.I.P. Financial Matters, LLC, located in Altoona, PA. The mission of the firm is to help our clients accumulate, protect, and transfer their wealth. We coordinate legal, tax and financial issues for our clients, and this multi-disciplinary planning approach helps to eliminate confusion, avoid costly mistakes, and to simplify their lives, all of which can give you a better peace of mind. Our expertise, experience, and knowledge in these areas, as well as our access to teams of practicing attorneys, accountants and financial specialists set us apart from other professionals.

Think about your financial life as a thousand-piece puzzle: every single piece must fit together to create the desired picture. At VIP Financial Matters, LLC, we bring your financial picture into clear focus by learning what is important to you. We then use our comprehensive wealth management planning system and multi-disciplinary approach to put your financial puzzle pieces together in an organized and coordinated manner.

Want to discover if pieces of your financial puzzle are missing? Contact us today to schedule your free initial consultation, with no obligation.

Securities offered through Cetera Advisors LLC, (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Financial Professionals of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com

 

The mission of V.I.P. Financial Matters, LLC located in Altoona, PA is to help our clients accumulate, protect, and transfer their wealth. We coordinate legal, tax and financial issues for our clients, and this multi-disciplinary planning approach helps to eliminate confusion, avoid costly mistakes, and to simplify their lives, all of which can give you a better peace of mind. Our expertise, experience, and knowledge in these areas, as well as our access to teams of practicing attorneys, accountants and financial specialists set us apart from other professionals.

Think about your financial life as a thousand-piece puzzle: every single piece must fit together to create the desired picture. At VIP Financial Matters, LLC, we bring your financial picture into clear focus by learning what is important to you. We then use our comprehensive wealth management planning system and multi-disciplinary approach to put your financial puzzle pieces together in an organized and coordinated manner.

Want to discover if pieces of your financial puzzle are missing? Contact us today to schedule your free initial consultation, with no obligation.

Securities offered through Cetera Advisors LLC, (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 

This site is published for residents of the United States only. Financial Professionals of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com

 

 

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