Thomas J. Belisari,  CFP<sup>&reg;</sup> - Financial Advisor

Thomas J. Belisari, CFP®

MBA

Key Financial, Inc.

1560 McDaniel Dr
West Chester, PA 19380
FINANCIAL ADVISOR'S WEBSITE
(610) 429-4180

General

Thomas Belisari is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Key Financial, Inc. in West Chester, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Series 7, 63 & 65

Insurance Licenses

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

Broker-Dealer Affiliation

Royal Alliance Associates, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Estate Planning, Mutual Funds, Insurance, Retirement, Long-term Care, Starting a Family, Sudden Wealth

More

Helpful Financial Planning Resources