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About DeCesare Retirement Specialists |
Other office location:
10,000 Lincoln Dr. E Ste 201 Marlton, NJ 08053.
DeCesare Retirement Specialists is dedicated to providing a systematic,comprehensive, and a
client-centric approach to financial planning. We are committed to helping you achieve your
financial goals so that your savings can provide for your and your loved ones throughout
retirement and thereafter.
Our services include (but are not limited to):
Retirement Planning,
Investment Management,
Financial Planning,
E-Bridge Tracking Financial Software,
Insurance Planning,
Tax Planning,
Estate Planning.
DeCesare Retirement Specialists is an independent wealth management and retirement planning
firm dedicated to helping make your life's hard work, work hard for you in retirement. Whether
you are just beginning on the road to creating wealth, ready to cross over from the working
years to the retirement years, or if you are already retired, we can help.
Let DeCesare Retirement Specialists help you transition from work through life. |
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General Information |
| Years of Experience in Financial Services: |
19
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| States Licensed in: |
PA, NJ
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| Name of Custodial Firm: |
Charles Schwab & Co, Inc.
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| Number of Years with Current Firm: |
17
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| Insurance License#: |
422577
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| States Willing to do Business in: |
Bala Cynwyd,Bensalem,Bryn Athyn,Bryn Mawr,Cheltenham,Cherry Hill,Collingswood,Conshohocken,Drexel Hill,Elkins Park,Feasterville Trevose,Fort Washington,Gwynedd,Gwynedd Valley,Haddon Heights,Haddonfield,Haverford,Huntingdon Valley,Lafayette Hill,Malvern,Marlton,Medford,Media,Merion Station,Moorestown,Mount Laurel,Narberth,Newtown,Newtown Square,Philadelphia,Plymouth Meeting,Swarthmore,Villanova,Voorhees,Wallingford,Center City Philadelphia
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| Advisory Services Provided: |
Financial Planning for Individuals, Retirement Planning
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Services |
| Investment Types: |
Mutual Funds, FOREX & Currency, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office, Your Home, Video Conference
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CFP®
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| Securities Licenses: |
Series 63, Series 65
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability
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| Financial Organization Memberships: |
Financial Planning Association (FPA), Financial Services Institute
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
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| Fee % Based on Assets: |
1%
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| Compensation Methods: |
Based on Assets, Hourly, Flat Fee, Commissions
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| Minimum Portfolio Size for New Managed Accounts: |
$100,000
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