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Rassler Financial
Rassler Financial : des conseils financiers personnalisés et réactifs, adaptés à vos besoins.
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Business
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Rassler Financial : des conseils financiers personnalisés et réactifs, adaptés à vos besoins.
Rassler Financial, situé au 230 S Broad St, 17e étage, Philadelphia, PA 19102, est salué pour des conseils financiers professionnels et personnalisés. Shanley et son équipe se distinguent par leur réactivité et leur écoute, offrant une planification de retraite sur mesure, des options d’assurance-vie et une éducation à la planification financière. Ils coordonnent avec les comptables des clients et organisent même des séances de planification au domicile des clients.
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Des stratégies personnalisées pour l'épargne-retraite et la planification des revenus tout au long des différentes étapes de la vie.
Gestion de portefeuille personnalisée avec des explications sur les options et l'alignement des risques.
Orientation pour choisir des polices d'assurance-vie adaptées aux besoins familiaux et professionnels.
Planification complète pour les propriétaires d'entreprise, y compris la coordination avec les comptables.
Stratégies de remboursement intelligent de la dette, comme les prêts étudiants, intégrées aux plans financiers globaux.
Séances de planification en personne, y compris les visites à domicile, pour ajuster les stratégies au fur et à mesure que la vie change.
Note globale
Larry Puleo
My wife and I, and my son and daughter once they started working, have been clients for over 25 years. First with Shanleys' dad and mom and now with Shanley and her partner Nicolette. You won’t find a more knowledgeable, customer focused and dedicated team than Rassler Financial. They take the time to educate you about financial planning and how your strategies need to change throughout your life. They tell you what you need to know not what you want to hear. They have transformed our portfolio many times as we moved through various stages in our lives and each time, they always had our best interests at the forefront of our conversations. Throughout the year they communicate with you on a consistent basis and once a year they come to our house for a planning session. Come on who does house calls!! You want candid honest feedback. You want service with a personal touch. You want insights and reasons why and why not to invest in various financial products then do yourself a huge favor, invest the time and give them a call.
Jeremy Wehking
Shanley and her team have been an enormous help to me and my family. We own a small business and I didn't have a clue about where to start with these sorts of things. They have walked me through every step of the way, from the right kind of life insurance for us to retirement planning. Everything has been tailored to what suits our individual circumstances. They work seamlessly with my accountant and have made the entire process easy. I couldn't be happier with how they've set us up for the future.
Sue Campbell
Shanley and her team allows us to sleep soundly at night knowing we are in good hands with our financial future! They are knowledgeable, caring and quick to respond to any and all requests. I highly recommend Rassler Financial.
mary beth konefsky
My mother worked with Rassler for years and I have been for the past 2+ years. I can't say enough good things about all of the people there. They are professional, yet personable. They are highly responsive, always address any questions I have and want to make sure I am comfortable with any investment suggestions they may make and that any changes fit with my overall investment strategy. Finally someone who is willing to listen and discuss options with me instead of just telling me what they think I should do!
Fitz Maro
I (and a number of my family members and work colleagues) have been lucky enough to work with Shanley and the team at Rassler Financial for years. They helped me intelligently pay off my grad school loans, navigate clever retirement savings approaches, and answer any and all burning financial questions I have had. I count myself lucky to have such trusted partners in keeping me financially fit 👏
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