850 Cassatt Road 100 Berwyn Park
Bryan Cogliano and Frank Hanna employ a holistic approach to financial planning recognizing that each client’s planning process is deeply personal and needs to adapt as their goals change. We’ve created a group and process that holds client service and ethics to the highest of standards to create a relationship built on mutual respect, understanding, and trust throughout the journey.
With a primary focus on comprehensive financial planning, we separate ourselves from our competitors in the areas of estate planning, tax minimization strategies, business succession design and wealth/risk management. As professionals dedicated to helping you build and preserve prosperity, we offer prudent judgement and recommendations based on research, fundamental analysis and years of experience. We stand with our clients every step of the way and ensure that every one of them will be nurtured and supported with vast resources and knowledge that will build trusting relationships for generations to come.
We provide custom estate, business succession and executive benefit presentations simplifying an array of options for your needs.
We function to bring enhanced services to you. All decisions regarding the process are made by you while working with your existing team.
We have created a firm that provides an opportunity to support clients with high standards for service and ethics, a group you can trust.
Personalized Financial Services
Financial services, tailored to you.
What to Do When You Lose Your Wallet
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy. Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.