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Twenty minutes, by Zoom. Pick who you would like to meet with, then choose a time.
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Prefer to email? sofia@sofiafinancial.com
Contact
1055 Westlakes Drive, Suite 300
Berwyn, PA 19312
610-640-7641
sofia@sofiafinancial.com
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Investment advice offered through Private Advisor Group, a registered investment advisor. Sofia Financial and Private Advisor Group are separate entities. Investing in securities involves risk, and there is always the potential of losing money. Past performance does not guarantee future results. Asset allocation, rebalancing, and diversification do not guarantee against risk in broadly declining markets. Private Advisor Group offers investment advice in every state, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.