William J. Mastalski,  CFP<sup>&reg;</sup> - Financial Advisor

William J. Mastalski, CFP®

Vice President

Janney Montgomery Scott

40 Morris St, St 200
Bryn Mawr, PA 19010
(610) 526-7217

General

William Mastalski is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Janney Montgomery Scott in Bryn Mawr, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other -

Insurance Licenses

  • Life insurance: PA,NJ
  • Health/disability insurance: PA,NJ
  • Fixed annuities: PA,NJ
  • Variable annuities: PA,NJ

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources