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A little about us... We are located in Exton, Pennsylvania. Our team background includes many years of advanced education, extensive experience, and continuous technical training. We are dedicated to assisting our clients in defining and achieving their business and personal goals. Our clients are composed of small to medium size closely held U.S. Businesses, Individuals, Estates, and Trusts. We adhere to the highest ethical standards, and make integrity, independence, reliability, accountability, and the commitment to excellence the foundation of our client relationships. Our approach to Wealth Management sets us apart from many other firms. We see Wealth Management Services on a more holistic level, as an in-depth integration of client solutions that are often interdependent and overlapping. Many other firms define Wealth Management Services only in terms of their product and service offerings. Bernard E. Comber, Jr., CPA, MT - Professional and Educational Information:
Professional Associations:
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Advisory
Services offered through Capital Analysts, LLC or Lincoln
Investment Planning, LLC Registered Investment Advisers.
CPA services are not offered through, or supervised by, Capital Analysts, LLC or Lincoln Investment Planning, LLC.
BEC Capital
Advisors, L.P. and the above firms are independent and non-affiliated
Copyright
© 2018
Website created by
Charlie Bravo Group, Inc. |