Unclaimed
Martha Suzanne Pope is an Investment Advisor Representative associated with Bernardo Wealth Planning, LLC. Martha has been working in the financial industry since 2019 and has extensive experience in the field. As a CERTIFIED FINANCIAL PLANNER™, Martha is committed to providing personalized financial advice and guidance to individuals and families. Her expertise lies in developing comprehensive financial plans and helping clients achieve their financial goals. Martha is dedicated to building strong relationships with clients and helping them navigate the complexities of the financial world.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
05/06/2022 - Present
Bernardo Wealth Planning, LLC (HARLEYSVILLE PA)
Active
Inactive
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