The Houser & Plessl Wealth Mangement Group Employee Directory
Financial ServicesPennsylvania, United States0-1 Employees
Based in Allentown, Pennsylvania, The Houser & Plessl Wealth Mangement Group operates in the financial services industry as a financial planning and wealth management practice. Its services focus on the latter part of clients' financial lives, aiming to convert accumulated wealth into reliable retirement income and to protect and preserve assets for descendants. The practice emphasizes a total wealth management approach, addressing not only investment selection but also retirement income sustainability, tax efficiency, and estate transfer planning. The group provides securities and advisory services through LPL Financial, a registered investment advisor. It operates as a very small firm, likely serving individual clients seeking retirement-focused wealth planning and estate preservation. There is a visible affiliation with LPL Financial as the platform for its securities activities.