Phone: (412) 571 3174   |   Email: roselynw@mdafinancial.com

Contact     linked-in.png   

"The future depends on what we do in the present." ~ Mahatma Gandhi

Financial Planning Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

At MD&A Financial Management Company, we develop and implement strategies to assist in meeting your financial goals.  Our services and products span the following areas: 

Financial Planning:

  • Registered investment advisory services
  • Portfolio design and management
  • Retirement planning
  • College/education planning
  • Estate planning

Investments:

  • Investment accounts
  • Load and no-load mutual funds
  • Individual stocks and bonds
  • Exchange traded funds (ETFs)

Insurance:

  • Life insurance
  • Annuities
  • Disability insurance
  • Long-term care insurance

There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision.

Securities and investment advisory services offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA/SIPC. MD&A Financial Management and BFCFS are independent entities.

The ‘Five Star Award’ is presented to 7% of wealth managers with five years or more of experience in the financial services industry.  The final list identifies the wealth managers evaluated in a local market that score highest in client satisfaction.  Each wealth manager was reviewed for regulatory actions, civil judicial actions, and customer complaints.  Details of the award can be viewed at www.fivestarprofessional.com.  Third-party rankings and recognitions from rating services or publications are no guarantee of future investment success.  Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or result.  These ratings should not be construed as an endorsement of the advisor by any client, nor are they representative of any one client’s evaluation.

Investments products and services available only to residents of: AK, FL, KY, MD, MI, NC, NJ, NY, OH, PA, RI, SC, VA, WV.

Licensed to sell insurance products in the following states of: PA.

Check the background of Roselyn Wilkinson or BFCFS on FINRA’s BrokerCheck website.

 

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved