“Talk to Us And Gain From Our Advice“
Financial Planning With Purpose
Our Mission
Offer comprehensive financial planning with long-term investment strategies.
Focused on our client’s individual needs.
Giving you peace of mind, stability, and opportunity for growth.
We are fiduciaries and work in your best interest.
Whatever your goals let US help guide you along your path.
MICHAEL J. STRAMARA, CRC®
Certified Retirement Counselor®
Investment Advisor Representative
Registered Representative
Choosing a professional to help you prepare for retirement and manage your retirement income may be one of the most important decisions you’ll ever make. A retirement counselor can play a significant role in helping you meet your retirement goals and desired well-being. It is important to take the time to select someone who has demonstrated that they have the relevant experience, comprehensive understanding of retirement planning concepts and commitment to ongoing education.
To earn the CRC® designation, Candidates are required to pass a comprehensive examination and have retirement related work experience. A CRC® Certificate holder is also required to adhere to a code of ethics which requires acting in the best interest of the client. The CRC® program is unique in that certificate holders must demonstrate knowledge and an understanding of not only retirement planning, accumulation and distribution concepts, but also how to provide counseling based on behavioral finance tendencies, different communication styles and generational considerations. The end result is a retirement professional who is better prepared to offer retirement planning solutions.
Please contact me, Michael J. Stramara, CRC®, for your retirement counseling, financial planning and investment management services.
Pennsylvania, Virginia, Florida, South Carolina, and Maryland Residents
Michael J. Stramara a Registered Representative and Investment Advisor Representative offers Securities through Cambridge Investment Research, Inc. a Broker/Dealer Member FINRA/SIPC. Investment Advisory Services offered through Cambridge Investment Research Advisors a Registered Investment Advisor. Cambridge and Associated Insurance Management, Inc. are not affiliated. To check the background of this firm’s investment professional go to FINRA’s BrokerCheck website or view Michael J. Stramara’s profile directly.
