Complimentary Proposal
There are only two steps standing between you
and your secured retirement
First
Using the panel below enter you're information to receive our confidential fact finder, and fill in
the criteria.
Second
Upon completion, send in your form, in order to receive our complimentary proposal.
Please complete the Contact Form and we'll send you your Confidential Fact Sheet to send to our advisor.
Contact Us
RS PETRELL & ASSOCIATES LLC dba STRATEGIC WEALTH ADVISORS
5784 Widewaters Parkway First Floor Dewitt, NY 13214
Phone: 315-218-7350 • Fax: 315-218-7348
www.strategicwealthadvisors.net • marybeth@strategicwealthadvisors.net
Advisory services offered through RS Petrell & Associates LLC. dba Strategic Wealth Advisors. RS Petrell & Associates is an SEC registered Investment Advisor. RS Petrell may only transact business or render personal investment advice in those states where we are registered or otherwise excluded from registration requirements. This site is for informational purposes only. Any communications with prospective clients residing in states where RS Petrell & Associates LLC. and their Investment Advisory Representatives are not licensed shall be limited so as not to trigger registration or licensing.
NOTICE: Marybeth Petrell and Connie Hohreiter are Registered Representatives of Coastal Equities, Inc. Coastal Equities, Inc. is not affiliated with Strategic Wealth Advisors. Securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.
Hours of Operation
- Mon - Thu
- -
- Friday
- -
- Sat - Sun
- Closed
Lic and insured
MBA CIMA (Certified Investment Management analyst) Accredited Fiduciary Certification
