Christopher Frey

Financial Advisors

267-568-2179

402 Middletown Blvd., Suite 204
Langhorne, PA 19047

It begins with a plan  

It begins with a plan  

Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.

WealthLink

WealthLink

Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with us to set budgets and create a plan to pursue your financial goals.

Products & Services

Individual Retirement Plans

Business Retirement Plans

Financial Planning Services

Investments

Advisory Programs

Insurance Planning

Education Saving

Gifting or Giving Strategies

Helpful content

We offer a full library of resources to help boost your financial planning knowledge.

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.
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A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn More

Questions? Let's connect.

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