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Estate Planning To Protect Wealth And Leave A Legacy You Desire

Law

It's Your Legacy And It's Worth Passing On The Way You Want

Family Meal

Ensuring a secure and prosperous future for the next generation is a lasting legacy we strive to create. Guided by your deepest values, our financial planner collaborates with your attorney to navigate the intricate terrain of estate planning. We ensure you have the essential documentation in place, all while keeping a compassionate focus on the well-being of your cherished loved ones.

Call : 814-943-3660

Venn Wealth & Benefit Services, LLC, 210 E. Plank Road, Ste 1C, Altoona, PA 16602

©2024 Venn Wealth & Benefit Services, LLC

 

This site has been published in the United States for residents of the United States. The foregoing has been prepared solely for information purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
 

Any strategy overviews are for descriptive purposes only and do not take into account particular investment objectives, tolerance for risk, financial situation, or needs. Not all strategies are suitable for all investors, and this is not a solicitation or recommendation of any investment strategy. All investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. For a complete description of investment risks, fees and services, review the Venn Wealth & Benefit Services, LLC ​brochure (ADV Part 2 brochure & Client Relationship Summary) which is available from your Investment Advisor Representative or by contacting Venn Wealth & Benefit Services, LLC.

 

Additional information about Venn Wealth & Benefit Services, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov.  Please note that registration as an Investment Advisor or Investment Advisor Representative does not imply any level of skill or training.

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Contact Us

info@vennwealth.com

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Mailing Address

210 E Plank Road, Ste 1C

Altoona, PA 16602

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