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Featured Business Financial Advisor in Macungie, PA
Macungie Financial Advisors
Milestone Financial Associates
330 E. Main St.
Macungie, PA 18062
(610) 421-8777
“Experts who care as much about YOU as your investments.”
Advisor Profile
David  Coult. CFP
Name:  David Coult. CFP
Website:  Visit Website
Disclosure Link:
https://www.commonwealth.com/cli ents/media/formadv_part2.pdf
https://www.commonwealth.com/media/CAPEntitySol icitorDisclosureStatementCoultandWiserAdvisor.p df
" target="_blank">Disclaimer
This communication is strictly intended for individuals residing in the states of CO, DE, FL, GA, LA, MD, ME, NH, NJ, NY, OR, PA, SC, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member Member FINRA, SIPC, a Registered Investment Adviser. Review our Terms of Use:https://www.commonwealth.com/ter msofuse.html

About Milestone Financial Associates

We take the time to get to know you and your family. We care as much about YOU as your investments and aim to surprise and delight you on a personal level. You'll see letters after our names like CPA, CFP, and CFA. We have deliberately chosen to invest the time and effort to earn those and other credentials so we can be the best in the business, worthy of your trust. We explain things in terms you understand - no jargon. We proactively communicate with clients and identify and address important financial issues so things don't get missed. This provides a welcome financial confidence. We simplify your financial life by helping you organize and keep your financial, tax, and estate planning/legal documents up to date with current changes in the law (bringing in outside specialists whom we have vetted when necessary). We monitor changes in the markets and adjust your personal circumstances to determine whether your portfolio needs to be adjusted. We provide "red-carpet", Ritz-Carlton service with a FedEx level of efficiency.
 

General Information

States Licensed in:    CO, DE, FL, LA, MA, MD, ME, NH, NJ, NY, PA, SC, VA
Insurance License#:    760690
Firm CRD#:    8032
CRD#:    2859900
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations
States Willing to do Business in:    Alburtis,Allentown,Bally,Barto,Bath,Bechtelsville,Bethlehem,Birdsboro,Blandon,Bowers,Bowmanstown,Boyertown,Breinigsville,Catasauqua,Center Valley,Centerport,Cherryville,Coopersburg,Coplay,Douglassville,Earlville,East Greenville,Easton,Fleetwood,Fogelsville,Germansville,Gilbertsville,Green Lane,Hamburg,Harleysville,Hellertown,Hereford,Kempton,Kutztown,Laurys Station,Leesport,Lehighton,Lenhartsville,Lyon Station,Mertztown,Mohrsville,Nazareth,New Berlinville,New Ringgold,New Tripoli,Northampton,Oley,Orefield,Palm,Palmerton,Parker Ford,Parryville,Pennsburg,Perkasie,Perkiomenville,Port Clinton,Pottstown,Quakertown,Reading,Red Hill,Richlandtown,Riegelsville,Sassamansville,Schnecksville,Schwenksville,Sellersville,Shoemakersville,Skippack,Slatedale,Slatington,Souderton,Spring Mount,Springtown,Stockertown,Tatamy,Telford,Temple,Topton,Treichlers,Trexlertown,Trumbauersville,Walnutport,Whitehall,Wind Gap,Zieglerville,Zionsville
Number of Years with Current Firm:    8
Years of Experience in Financial Services:    21
Name of Custodial Firm:    National Financial Services
Name of Broker/Dealer:    Commonwealth Financial Network
 

Services

I can meet clients in the following ways:    Video Conference, Via email, Via phone, At your office, At your home, At my office
Investment Types:    Socially Responsible Investments (SRI), Exchange Traded Funds (ETFs), Commodities, Alternative Investments, Options & Futures, Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Property, Long Term Care, Life, Health, Disability, Casualty, Annuity, Accident
Securities Licenses:    Series 66, Series 63, Series 7, Series 6
Certifications, Accreditations & Designations:    Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), CERTIFIED FINANCIAL PLANNER™ Certificant
 

Firm Information

Assets Managed by Advisor:    $175,000,000
Assets Managed by Firm:    $175,000,000
Firm's Number of Managed Clients:    193
Firm's Number of Planning Clients:    193
Firm's Number of Clients:    252
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    $500,000
 
 
 

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