portrait of Sarah E Fontanez
FINANCIAL ADVISOR

Sarah E Fontanez

AAMS™
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Socially Conscious Investing
  • Intergenerational Planning
  • Military Professionals & Veterans
  • Business Retirement Plans

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Soccer
  • Spending Time with Family
  • Community Outreach
  • Skiing
  • Social Responsibility

Team Members

  • Samantha Baccari
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(215) 536-3635

Fax

(800) 728-8124

Office Address

520 W Broad Street
Quakertown, PA 18951opens in a new window

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