April 2020

What are we up to…Part Two!

Earlier this month, you saw an update from Scott Edelman about our business operations. He’s bringing another update to you today! Here’s what we’ve been up to the last few weeks.

March 2020

What are we up to? 

With all of the changes occurring across the world, Scott Edelman provides an update on the firm and our commitment to you! 

February 2020

We won Best of Yardley 2020!

The Yardley Award Program is an annual awards program honoring the achievements and accomplishments of local businesses throughout the Yardley, PA area. Recognition is given to those companies that have shown the ability to use their best practices and implemented programs to generate competitive advantages and long-term value. Read the full press release here!

December 2019

Scott achieved 3 NAIFA Quality Awards!

NAIFA (National Association of Insurance and Financial Advisors) awarded Scott with 3 Quality Awards this year. He received Quality Awards for Life Insurance & Annuities, Health Insurance & Employee Benefits, and Financial Advising & Investments. These awards are given in recognition of committment to exceptional client service, professional education, industry volunteerism, and adherence to the NAIFA Code of Ethics.