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2 Walnut Street Danville, Pa. 17821 570-271-1855 1-800-626-1027 |
Working For You
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How We Plan: We craft strategic, integrated financial plans that turn your business revenue into personal wealth by minimizing taxes and maximizing your returns. We work collaboratively with you, taking into account your current life situation and family needs, as well as project how your needs may change in the future. |
Mark PapaliaPresident and Founder
Papalia is a member of the Financial Planning Association (formerly the Institute of Certified Financial Planners), the Susquehanna Valley Association for Life Underwriters, and the Society of Financial Service Professionals (formerly the American Society of Chartered Life Underwriters and Chartered Financial Consultants). He has earned membership in the Million Dollar Round Table's Top of the Table and The Association of Advanced Life Underwriters. |
Our clients look to us for advice…as they enter new ventures, create partnership structures, and plan their estates. We listen to what they need and help them achieve what they want. Mark Papalia, President Email: Mark Papalia Download V-Card |