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  • Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Regulatory

PWA Financial Regulatory Information

  • Privacy Statement
  • ADV Part 2A
  • ADV Part 2B Michael D. Carlucci
  • ADV Part 2B Kenneth C. Coniglio
  • ADV Part 2B Christopher McNesby
  • ADV Part 3 Form CRS
  • NJ Investor Protection
  • Fiduciary Statement

Office

503 Washington Avenue, Suite 1B
Newton, PA 18940

Contact Info

vmc@pwafinancial.com
P: (215) 710-0737
F: (877) 576-7242
TF: (877) 576-4248

   

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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