TEAM WORK! A client’s “Advisor Team” should work together to give you the synergy you deserve. Clients win when their advisors work together.
Our team includes many well-established associates with whom we work jointly, collaborating and integrating their specialties within the scope of the financial planning process. Great financial planning is never static. We do understand if you are currently working with someone; however, we have discovered that a 20 minute introduction to Sedway Financial is beneficial for the 10% chance that something changes in the future, or you just want a second option.
R. Bryan Sedway, CLU*, ChFC**, and CAP***, is the principal of Sedway Financial. A Financial Services Professional since 1987, Bryan maintains his practice as a registered representative of Park Avenue Securities (PAS). Bryan lives his...