FINANCIAL PLANNING SERVICES

As a commitment to providing the highest quality of service, our registered securities representative with PTS Brokerage, LLC, member NASD/MSRB/SIPC, G. Scott Brotz, has the experience and licensing necessary to fulfill your personal or business financial planning needs. Scott and the staff at Wagner Sharer Murtaugh & Petree will work with you to increase your wealth and minimize your taxes. We will examine your financial information, establish your short and long-term goals, recommend and implement steps to achieve those goals, and monitor the progress.

Our professional services include:



Education Planning & Funding
Estate Planning
Personal and Employee Benefit Planning



Retirement Planning & Funding
Insurance - Life, Health & LT Care
Residential Mortgages

 

 


As a business grows, the owners may require assistance in making important decisions that will affect the business's financial future.
We have the personal touch and experience to help your business grow while maintaining a long lasting relationship.

 

Securities offered through

PTS Brokerage, LLC, Member NASD/MSRB/SIPC,

Eastgate Business Center, 125C Gaither Drive, Mt. Laurel, NJ 08054

@2006 WAGNER SHARER MURTAUGH & PETREE