Jonathan T. Viscounte,  CFP<sup>&reg;</sup> - Financial Advisor

Jonathan T. Viscounte, CFP®

CLU,ChFC

Financial Planner

Prudential Financial

2101 Welsh Rd, 2E-23
Dresher, PA 19025
FINANCIAL ADVISOR'S WEBSITE
(215) 784-8973

General

Jonathan Viscounte is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Prudential Financial in Dresher, PA and the surrounding communities.

Financial Advisor Overview

Our mission is to help our clients achieve their goals. We accomplish this by helping them create and protect assets and financial security through the use of insurance and financial products. We believe our relationship will be a long and lasting one based on mutual respect, excellent service and true dedication by our staff to help you create and preserve your wealth. We look forward to working with you!

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Financial Advisor Experience

I have been helping clients create and protect their assets  since 1985.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU,

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Job Loss, Insurance, Retirement, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources