120 Hebron Avenue (Eric Town Square)
We serve clients in the following areas:
Estate Planning and Charitable Giving Considerations
Risk Management and Insurance
Cash Flow and Budget
Income Tax Planning
*You are under no obligation to use the services of any of the entities referred and may choose any qualified professional to provide tax or legal services. These entities and their services are not affiliated with LPL Financial and Athene Wealth Management, LLC.
The 5 Star Wealth Manager Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2019-2020 Five Star Wealth Managers.
Athene Wealth Management and LPL Financial, nor their representatives provide legal, tax, or accounting advice. You are urged to consult your own legal and tax advisors for advice before implementing any plan.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
Click here to learn more about the Five Star Wealth Manager Award.