Josh Perry, Financial Advisor located in Mountain Top, PA

Financial Advisor
Josh Perry

CEPA®, AFFP®
140 S Mountain Blvd, Mountain Top, PA 18707opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • College Savings
  • New Investors

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AFFP®

    Agriculture Focused Financial Planning™

Personal Interests

  • Spending Time with Family
  • Hiking
  • Music
  • Football
  • Board Games

Team Members

  • Jayme Swaditch
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(570) 261-1937

Fax

(833) 757-5616

Office Address

140 S Mountain Blvd
Mountain Top, PA 18707opens in a new window

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