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Jonathan T. Viscounte
Financial Planner
CFP®, CLU, ChFC
Prudential Financial580 Virginia Dr, Suite 150, Fort Washington, PA 19034
Languages: English
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
At Viscounte Financial, we believe if you plan properly today you can be more confident about your financial future tomorrow. Each of our clients deserve financial confidence and wellness no matter how little or how much they begin their journey with. At Viscounte Financial, we strive to create a long-term bond with our clients by building relationships based on mutual respect and good communications.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.