Nathalie Edeen
The Importance of an Annual Financial Checkup: Why December Is the Perfect Time
Discover the importance of an annual financial checkup in December! Assess your financial health, plan for taxes, and set new goals.
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Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC. Registered Investment Adviser. Member FINRA/SIPC. 600 Dresher Road, Horsham PA 19044. 800-873-7637, www.htk.com. Caserta & de Jongh, LLC is unaffiliated with HTK. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.
Check the background of your financial professional on FINRA's BrokerCheck.
Investment advisory and financial planning services are provided by John Caserta, HTK Investment Adviser Representative. Our representatives are insurance and securities licensed in our home state of CT, as well as additional states. For more information, please contact our office. This is not an offer or solicitation in any state where not properly licensed.
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