Financial Planning

Return to Professionals Page
Dean P. McDermott Florida, Pennsylvania

Dean P. McDermott

Managing Member CEO, CIO

Email Me (610) 882-1460
Licenses:

Series 4 (Registered Options Principal), Series 7 (Registered Representative), Series 14 (Compliance Officer Examination), Series 24 (Registered Securities Principal), Series 53 (Registered Municipal Securities Principal), Series 63 (State Blue Sky) Uniform Securities Agent State Law Examination, Series 66 (Investment Advisory), Series 99 (Operations Professional), Life and Variable Annuity Insurance License

Areas of Specialization:

Firm’s Chief Investment Officer, Investment Management, Research and Analysis, Brokerage Operations and Trading, Fixed Income Analysis

James (Jim) M. Poindexter CFP, AEP Prescott, Arizona

James (Jim) M. Poindexter CFP, AEP

Financial Advisor

Email Me (928) 443-4452
Licenses:

Certified Financial Planner™ (CFP®), Accredited Estate Planner® (AEP®) Chartered Life Underwriter (CLU) and Chartered Financial Consultant™ (ChFC®), Series 7 (General Securities Representative), Series 24 (General Securities Principal),Series 63 (Uniform Securities Agent), Life and Variable Annuity Insurance License, Licensed Real Estate Agent

Areas of Specialization:

Investment Management, Wealth Management, 1031 Exchanges, Estate Protection Strategies, Retirement Income Solutions

John P. Cito, CDFA Pennsylvania, New Jersey

John P. Cito, CDFA

Managing Director, Vice Chair

Email Me (201) 498-0072
Licenses:

Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 63 (Uniform Securities Agent State Law Examination), Series 65 (Uniform Investment Advisor Law Examination), Certified Divorce Financial Analyst, Life and Variable Annuity Insurance

Areas of Specialization:

Asset Management, Divorce Financial Planning