Education Sessions


Educating people about their financial lives is very important to us. Please join us as we offer education sessions on a variety of topics.

Click here to view our Fall schedule.

News


April 4, 2016 - Mary was asked to write an article for Lehigh Valley Network Magazine's spring issue. Click on the link below to read Mary's article titled "Write a Love Letter":

http://mynetworkmag.com/write-a-love-letter/

January 2016 Mary Evans achieves membership in Raymond James Financial Services 2016 Leaders Council. Leaders Council honors are presented only to those financial advisors who demonstrate an extraordinary level of commitment to clients through personal service and professional integrity.  

*Membership is based on prior fiscal year production. Re-qualification is required annually, since prior membership is no assurance of future membership. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance.  No fee is paid in exchange for this award/rating.

October 2015 - Mary was featured in AARP magazine in an article titled "When You and Your Honey Fight About Money". Click on the link below to read the article:

http://www.aarp.org/money/investing/info-2015/relationship-money-management-tips.html