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Scott E. Holstein, CPA, PFS, CFP®
Wealth Management - Financial, Retirement & Estate Planning

Contact Us

301 York Road Suite 200
Warminster, PA 18974
Phone: 800-458-9330, 215-942-8640
Fax: 800-436-9399, 215-942-8646
info@prudentwm.com
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Newsletters - Past 12 Months

 

Retirement "IN" Sight - March 2020

Perspectives - March 2020

Retirement "IN" Sight - February 2020

Perspectives - February 2020

Retirement "IN" Sight - January 2020

Perspectives - January 2020

Retirement "IN" Sight - December 2019

Perspectives - December 2019

Retirement "IN" Sight - November 2019

Perspectives - November 2019

Perspectives - October 2019

Retirement "IN" Sight - September 2019

Perspectives - September 2019

Retirement "IN" Sight - August 2019

Perspectives - August 2019

Retirement "IN" Sight - July 2019

Perspectives - July 2019

Retirement "IN" Sight - June 2019

Perspectives - June 2019

Retirement "IN" Sight - May 2019

Perspectives - May 2019

Retirement "IN" Sight - April 2019

Perspectives - April 2019

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

About Us

  • Our Firm
  • Our Location & Contact Information
  • Our Services
  • Our Qualifications
  • Our Planning Process
  • Market & Economic Reports
  • Online Account Access
  • Useful Links
  • Recognition, News & Awards
  • Newsletters
  • Client Letters
  • Annual Client Survey
  • Make a Phone Appointment
  • Download Our Contact Information
  • Our Privacy Policy
  • Card Disclosures
  • Tell A Friend

Learning Center

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  • Glossary

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Market Watch

Last Closing Prices

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
OSX Oil Service Sector Index 34.49 -0.62%
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Contact Us

301 York Road Suite 200
Warminster, PA 18974
Phone: 800-458-9330, 215-942-8640
Fax: 800-436-9399, 215-942-8646
info@prudentwm.com
Map and Directions
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The Five Star Wealth Management Award , issued by Five Star Professional, a third party research firm, identifies 7% of wealth managers within a local region who satisfy objective eligibility and evaluation criteria associated with providing quality services to clients.  Five Star award recipients were nominated by either their broker/dealer or peers.  Factors considered include: a minimum of five years of experience in the financial services industry, acceptance of new clients, one year and five year retention rates, number of client households, and client assets under management.

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