

Financial Advisor
Joel Roberts
CEPA®, AAMS®
605 Richmond Drive, Suite P106, Lancaster, PA 17601opens in a new windowAccepting New Clients
Serving clients of all asset levels
Focus Areas
- College Savings
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- New Investors
Focus Areas
- College Savings
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- New Investors
Financial Advisor Certifications
CEPA®
Certified Exit Planning Advisor®AAMS®
Accredited Asset Management Specialist™
Personal Interests
- Traveling
- Fine Dining
- Reading
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | 08:00AM - 03:00PM |
| Sat | Closed |
| Sun | Closed |
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