Congratulations
On Being Named a
2009 FIVE STAR Wealth Manager
Roffman Miller Associates
Suite 500
Philadelphia, PA 19103
(215) 981-1030
(800) 995-1030
info@roffmanmiller.com
www.roffmanmiller.com
When You Hire One of Us, You Get the Entire Team
- Team approach to investment decisions
- Upfront investment plan construction
- Fee based investment management
Area of Focus: Financial/Retirement Planning, Asset Management
Designations: Two CFA Charterholders, One CFP, Three MBAs
Advisor is licensed/registered to do business with U.S. residents in the states of: PA
Roffman Miller Associates, Inc. and the FIVE STAR Program are not affiliated.
Individuals pictured within the video are not Roffman Miller Associates, Inc. clients. Actual client results and experiences will vary.
Left to right: Seated in front FIVE STAR Wealth Managers Ryan Crooks, Peter Miller and the Roffman Miller Team
What does it mean to be named a FIVE STAR Wealth Manager?
FIVE STAR Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 7% of the wealth managers within their market area.