Wechsler Marsico Simpson, Wealth Management Services

Financial ServicesPennsylvania, United States11-50 Employees

Wechsler Marsico Simpson, Wealth Management Services is a financial services firm based in Media, Pennsylvania, offering a broad range of qualified financial products and professional guidance. The firm emphasizes the pursuit of long-term financial success for clients, delivering tailored strategies through a team of knowledgeable professionals and support staff. It uses a one-on-one process to assess each client's situation and proposes enduring products and long-term strategies to meet their financial objectives.

Some affiliated professionals offer securities and investment advisory services through Securian Financial Services Inc., a registered broker-dealer and investment adviser, with offerings limited to those approved by Securian. Securian and its FINRA/SIPC framework oversee these offerings, and information about registered individuals and authorized services can be obtained through Securian. Within the financial services sector, the firm maintains a client-focused approach, emphasizing consistent, responsive service and strategies that reflect the interests of its clients.

Sign up for free to view info

Email Format Employee directory