Roth Conversions A-Go-Go In 2020
Christopher Cortese, Senior Financial Advisor and Director of Next Gen Advisor Development, quoted for Financial Advisor Online
Expert Advice Featured in National, Local and Industry Media
Christopher Cortese, Senior Financial Advisor and Director of Next Gen Advisor Development, quoted for Financial Advisor Online
Certification recognizes Wescott’s unwavering commitment to all stakeholders, including team members, clients and communities.
Grant Rawdin, Founder and CEO, quoted for Barron's
Wescott Financial Advisory Group Recognized by Barron’s for Seventh Time in Top 3
As a result of the Federal State of Emergency and State and Local restrictions in locales where we operate, we have closed our physical offices as of 5:00pm EST on Monday, March 16.
Wescott Financial Advisory Group is proud to announce Founder and CEO Grant Rawdin’s recognition on Forbes Best-In-State Wealth Advisors 2020 list.
Wescott and Grant Rawdin Named #4 Advisor in Pennsylvania
