The Cutting Edge

MY SERVICES


  • All Aspects of Investing

  • Financial Goal Setting and Benchmarking

  • Financial Risk Management

  • Employee Benefit, 401(k) and Pension Consultation

  • Tax-Managed Investment Solutions

  • Socially Responsible Investment Strategies (SRI)

  • Retirement Income Planning

  • Financial Literacy, Education, and Pro Bono Charitable Work

Office: (610) 525-6111 Mobile: (215) 913-9292

(610) 525-6326

12 Elliott Ave
Bryn Mawr, PA 19010

©2017 BY BLUEBIRD WEALTH PARTNERS. SECURITIES AND INVESTMENT ADVISORY SERVICES OFFERED THROUGH WOODBURY FINANCIAL SERVICES, INC. MEMBER FINRA, SIPC AND REGISTERED INVESTMENT ADVISOR. * NOT FDIC OR NCUA INSURED * NO BANK OR CREDIT UNION GUARANTEE * MAY LOSE VALUE * P.O. BOX 64284, ST. PAUL, MN 55184 (800) 800-2638

BLUEBIRD WEALTH PARTNERS AND AND WOODBURY FINANCIAL SERVICES, INC. ARE NOT AFFILIATED ENTITIES

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NOT AN OFFER OR SOLICITATION IN ANY STATE WHERE NOT PROPERLY LICENSED AND REGISTERED.