Estate and Financial Planning - to participate in a survey, click here.
PDAIS is proud to announce our strategic relationship with uFinancial. uFinancial Services develops programs servicing the needs of dentists.
uFinancial
Financial Planning:
- Fee-based Financial Planning Division
- Fixed Plan Fees or Hourly Rate
- Portfolio Analysis, Estate, Retirement, Business & Charitable
Investment Services:
- Mutual Funds
- Managed Money Programs
- Traditional & Roth IRA's
- Fee-based Asset Allocation Programs
- 529 College Savings Plans
- Fixed & Variable Annuities
- 401K Rollovers
Corporate Benefits:
Contact 717-760-5377 to schedule an appointment today!
visit uFinancial
Corey L. Basehore and Brent R. George are registered representatives of and offer securities, investment advisory, and financial planning services through MML Investors Services, Inc., Member SIPC, 100 Corporate Center Drive #201, Camp Hill, PA 17011, (717) 763-7365. PDAIS is not an affiliate or subsidiary of MassMutual or MML Investors Services, Inc. Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies. http://www.sipc.org. The States to which Insurance Products can be sold include Delaware, Florida, Indiana, Maryland, New Jersey, Ohio and Pennsylvania. The States to which Securities can be sold include California, Delaware, Florida, Georgia, Illinois, Massachusetts, Maryland, New Jersey, New York, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington and Wisconsin. CRN20101101-115860
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