Our Associates Paul Bufty Phone 215-396-3312 Paul Bufty creates value for clients by looking at each as a unique individual with unique financial needs. He is committed to providing individuals and businesses with the professional attention necessary to help achieve their financial goals, offering continued service as needs change. With two decades of experience in the insurance and financial services industry, Paul focuses on providing retirement, investment, and insurance strategies products and services. Working closely with clients to identify their financial and personal objectives, he uses these tools to help craft strategies for each client’s situation. Paul holds a Bachelor of Science degree in Finance from Temple University. He has earned numerous service awards throughout his career that recognize leadership, outstanding sales performance and unwavering client service. Paul has also earned the industry’s National Quality Award. Additionally, he is a qualifying member of the Top of the Table (highest level of achievement) of the Million Dollar Round Table (MDRT), the international association of leading financial professionals recognized as the standard of excellence in the life insurance-based financial services industry. In addition to his role as a financial professional, Paul has been a National Director of Business Development for MONY. In this role, he worked to coach and counsel top professionals on strategies to help them grow their business. He helped to provide the guidance, the skills and the knowledge they need to achieve their professional goals, offering continued support as their personal and life needs changed. Paul’s commitment, dedication and professionalism are your assurance of the highest standard of service. Jared Schwarz, CFP®Investment Adviser Representative Phone 215-396-3312 Jared strives to develop long-term relationships with individuals, families and entrepreneurs to help them achieve their specific financial goals. He is a CERTIFIED FINANCIAL PLANNER™ which requires rigorous professional standards, and to adhere to a code of ethics when working with clients. CFP® designees must meet education, examination, experience, and ethics requirements in order to attain and maintain the use of the certification. Jared graduated from Bucknell University with dual degrees in Economics and Environmental Studies. Jared’s philosophy is to tailor advice to his client’s risk tolerance and financial situation. He then searches for the best solution to meet their goals. His ideals embody delivering a high level of individualized service through hard work and client education. Jarrett M. Friedman Phone 215- 396-3312 Jarrett is dedicated to providing clients with professional and individual attention necessary to help them achieve their financial goals. This is accomplished by offering continued service as their needs change. Jarrett has over a decade of experience in the financial services industry. He works closely with individuals, families, and business owners in assisting them to identify their financial goals. By utilizing financial protection and asset accumulation vehicles such as life insurance, annuities, and investments, he can help clients obtain financial stability and security for families and businesses. Jarrett enjoys spending his free time with wife, Jessica and two young daughters, Jadyn and Jillian. Jarrett’s goals are to provide you with ongoing service and commitment which is essential in your success in today’s financial climate. Ellen Boyce Phone: 215-396-3312 Sean Garfield Phone: 215-396-3312 As The Director of Client Services for the Financial Group of Philadelphia, Sean specializes in providing case management support and client assistance Within a wide array of specialties. In addition to client support, Sean also Specializes in providing new Registered Representative management and assistance with transition processing. Sean holds a Bachelor's degree in Finance with a minor in Management Information Systems from The Fox School of Business at Temple University in Philadelphia, Pennsylvania. |
Contact Info
610 Lakeside Park
Southampton, PA 18966
Map and Directions
Phone: (215) 396-3312 / (610) 617-7220
Fax: (215) 396-3306 / (610) 617-7221
Ellen@PhilaFinancial.com
Jared@PhilaFinancial.com
Jarrett@PhilaFinancial.com
Paul@PhilaFinancial.com
Sean@PhilaFinancial.com
