The RidgeView Group Wealth Management

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The RidgeView Group Wealth Management



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About The RidgeView Group Wealth Management
Professional experience
The RidgeView Group Wealth Management: Welcome to The RidgeView Group, a leading wealth management firm offering a range of comprehensive financial services. We specialize in wealth strategies and management, investing, income strategies, and retirement planning. Additionally, we provide business services to cater to the unique needs of our clients. Our team is comprised of dedicated professionals who are committed to providing exceptional service and personalized wealth management solutions. Let us introduce you to some of our talented associates: 1. Donna Vickers - Office Manager Donna Vickers is an integral part of our team, serving as the Office Manager at The RidgeView Group. With her strong organizational skills and attention to detail, Donna ensures the smooth operation of our office, making sure that all client needs are met efficiently and effectively. 2. Philip H. Sears III - Financial Advisor Philip H. Sears III is a seasoned Financial Advisor at The RidgeView Group. With his expertise in wealth management, he offers tailored solutions to help clients achieve their financial goals. You can reach Philip at (*information hidden*to discuss your investment and retirement planning needs. We are also proud to be associated with FPA Wealth Management, located at 300 Willowbrook Lane, Suite 315 in West Chester, PA. As a trusted partner, FPA Wealth Management offers a range of wealth management services designed to meet the unique needs of our clients. Their team can be reached at (*information hidden*option 1 or *information hidden*. Lastly, we would like to introduce Eric Bokesch, AIF®, CRPS®, QPFC, Senior Retirement Plan Advisor at Mariner Wealth Advisors. With his expertise in retirement planning, Eric can assist you in developing a comprehensive retirement plan. You can find him at 9100 West Chester Towne Centre Dr., Suite 225, West Chester, OH *information hidden*or reach him at *information hidden*. At The RidgeView Group, we are dedicated to providing top-notch wealth management services to help you achieve financial success. Contact us today to schedule a consultation and let us help you navigate the path to financial prosperity.

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Location

West Chester, Washington (52359)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish

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