You're Invited to Our Bridgeville Open House
For years we've kept Delmarva businesses on solid ground with sharp books, clean taxes, and straight advice. Now we're adding financial planning and wealth management, and we want you there to see it.
Same local team, more ways to help you build and protect what you've worked for. We're taking new clients for:
Medicare planning
Investment management
Retirement planning
Social Security
Pension review
Estate planning
When
Monday, June 15: 10 a.m. to 6 p.m.
Tuesday, June 16: 2 p.m. to 6 p.m.
Where 404 S. Cannon St., Bridgeville, DE 19933
Food and drinks are on us. Please RSVP before June 12 so we can plan the catering. Email adminde@balancedfs.net or call/text (302) 337-7518.