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        Everyone has a vision of what their successful financial future could be. Our goal at Ocker Financial Services is to help you achieve yours.

        General Info
        As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon and goals, Ill work diligently to develop a program that carefully balances investment strategies with preserving principal.I will take a look at your current investments and apply financial best practices to determine which parts of your plan are working for you and which parts can use improvement. Your personalized plan will include everything that you and your spouse or significant other have accumulated. The result will be complete integration of all your investment and financial disciplines into a single strategy. Through regular meetings, ongoing updates and individualized attention, I will make it a priority to keep you on the right path and make sure you are always familiar with where your plan is taking you.
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        Services/Products
        Estate Planning, Elder Care Planning, Employee Benefit Plans, Equity Investments, Trust Management, Financial Management, Fee-Based Financial Planning, Investment Planning, Asset & Portfolio Management, IRA Rollovers, Securities Brokers, Investment Advisors, Trusts, Retirement Planning, Tax Planning, Financial Consultants, Stock Investments, Insurance Planning, Brokerage Services, Estate Management, Financial Advisors, Business Planning, Investment Research, Inheritance Planning, Family Financial Planning, Asset Management, Charitable Trusts, SEP Individual Retirement Accounts, Annuities, Investments, Bonds, Mutual Funds, Government Bonds, Individual Retirement Accounts, Index Funds.
        Accreditation

        CFP (r) , ChFC

        Other Link

        http://www.ockerfinancialservices.com

        Categories
        Financial Planning Consultants, Investment Advisory Service

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        Details

        Phone: (717) 263-3316

        Address: 858 Lincoln Way East, Chambersburg, PA 17201

        Website: http://www.ockerfinancialservices.com

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