Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies*
- Retirement investing and distribution strategies*
- Estate conservation issues
- Risk management*
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?*
- What’s the best approach for college savings?*
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
*These services are offered by Jeanne M. Helmar and Joseph J. Ochotny, Jr. through their affiliation with Avantax Wealth Management.
Jeanne M. Helmar, CFP(R)
Partner & Financial Advisor
(215) 699-6355
Jeanne graduated from Kutztown University and has been serving the suburban Philadelphia area since 2005...
Joseph J. Ochotny, Jr., CPA, PFS
Partner & Financial Advisor
(215) 699-6355
Joe has been serving the suburban Philadelphia area for over 30 years as a Certified Public Accountant (CPA.) He earned his Bachelor's of Science in Business Administration and Accounting from Bloomsburg University. Joe opened his own...