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| PRESTIGE Advisors | ||
| Excellence in the Management of Financial Policies and Investment
Decisions |
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| Phone: 570-220-5942
Fax: 570-998-2519
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| e-mail: DaveRoberts@PRESTIGEAdvisors.net |
| Services : |
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Custom Individual Wealth Management Policies and
Plans |
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Tax Planning and Tax Efficiency Advice |
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| · Complete Assessment of Individual Stocks, Bonds, Mutual Funds, Individual Account Managers and Other Investments | ||
| · Objective Performance Evaluation of 401(k), 403(b), Profit Sharing, Money Purchase and Other Retirement Programs | ||
| · Independent Monitoring of Personal, Retirement and Trust Portfolio Investment Performance | ||
| · Expert Investment Counsel To Fiduciaries Of Pension Plans, Trusts, Foundations, and Endowments | ||
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Advice on Compensation Plans for Executives and
Professionals to increase recruitment, performance, and retention |
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Business Plans and Valuations |
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| · Seminars and Education Programs for Professionals and Fiduciaries | ||