The Investment Advisor

Portfolio Management

Understand How Your Investments Can be Managed in Different Types of Accounts and Account Registrations.

Planning

Understand the Purposes, Planning and Benefits Behind Creating different Types of Accounts, Account Titles and the Formation of Account Entities to House Your Investments.

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Develop A Strategy

The Investment Advisor Will Help You Develop and Implement Your Investment Strategy to Help You Achieve Your Financial Goals.

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Portfolio Review

Schedule a Portfolio Review to Discuss Your Portfolio and the Types of Accounts Your Investments are Held In.

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Types of Accounts Managed

Investment Advice Regarding Investing in:

Personal Accounts
Joint Accounts
Individual Retirement Accounts (IRA's)
Accounts for the Education of Your Children and Grandchildren (529 Plans, Custodial Accounts, Educational Trusts and Coverdell IRA's)
Trust and Estate Accounts
Business and Corporate Accounts
Retirement Plan Accounts
Restricted Stock
Employee Stock Options

Retirement Plans

Investment Advice Regarding Investing in and Creation of:

Simplified Employer Plans (SEP)
Savings Incentive Match Plan for Employees of Small Employers Plans (SIMPLE)
Money Purchase Plans
KEOGH Plans
Profit Sharing Plans
Plans for Non-Profits 403(b)
401(k) Plans

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Also Serving Pennsylvania Suburban Communities of: Clarks Summit, Moscow, West Pittston, Harveys Lake, Kingston, Bala Cynwyd, Lower Merion, Merion, Wynnewood, Ardmore, Bryn Mawr, Gladwyne, Haverford, Radnor, Villanova, Wayne, Penn Valley, Rosemont, Berwyn, Devon, Mt Lebanon, Upper St Clair, Fox Chapel, Sewickley, Cranberry, Wexford, Ligonier, Peters Township, McMurray, Monroeville

Also Serving Pennsylvania Cities of: Aliquippa, Altoona, Arnold, Beaver Falls, Bethlehem, Bradford, Butler, Carbondale, Chester, Clairton, Coatesville, Connellsville Corry, DuBois, Easton, Farrell, Franklin, Greensburg, Hazleton, Hermitage, Jeannette, Johnstown, Lancaster, Latrobe, Lebanon, Lock Haven, Lower Burrell, McKeesport, Meadville, Monessen, Monongahela, Nanticoke, New Castle, New Kensington, Oil City, Parker, Pittston, Pottsville, Reading, St. Marys, Shamokin, Sharon, Sunbury, Titusville, Uniontown, Warren, Washington, Williamsport, York

Also Serving Pennsylvania Counties of: Adams County, Allegheny County, Armstrong County, Beaver County, Bedford County, Berks County, Blair County, Bradford County, Bucks County, Butler County, Cambria County, Cameron County, Carbon County, Centre County, Chester County, Clarion County, Clearfield County, Clinton County, Columbia County, Crawford County, Cumberland County, Dauphin County, Delaware County, Elk County, Erie County, Fayette County, Forest County, Franklin County, Fulton County, Greene County, Huntingdon County, Indiana County, Jefferson County, Juniata County, Lackawanna County, Lancaster County, Lawrence County, Lebanon County, Lehigh County, Luzerne County, Lycoming County, McKean County, Mercer County, Mifflin County, Monroe County, Montgomery County, Montour County, Northampton County, Northumberland County, Perry County, Philadelphia County, Pike County, Potter County, Schuylkill County, Snyder County, Somerset County, Sullivan County, Susquehanna County, Tioga County, Union County, Venango County, Warren County, Washington County, Wayne County, Westmoreland County, Wyoming County, York County

Also Serving Pennsylvania Geographies of: Eastern Pennsylvania, Northeastern Pennsylvania, Southeastern Pennsylvania, Central Pennsylvania, South Central Pennsylvania, North Central Pennsylvania, Western Pennsylvania, South Western Pennsylvania, North Western Pennsylvania

The Investment Advisor is a registered investment advisor in the state of Pennsylvania. Pennsylvania is the only state in which The Investment Advisor is registered to conduct business. Therefore, only residents of the state or Pennsylvania may consider this web site as an offer to conduct business. If you are a resident of a state other than Pennsylvania you may view this web site for informational purposes only. If you are a resident or business that does not reside in Pennsylvania this web site is not an offer or solicitation to conduct business in any state other than in Pennsylvania.

Shareholders Service Group, Pershing, My New Financial Advisor and Free Retirement Report.com are not affiliated with The Investment Advisor. Shareholders Service Group and Pershing are third party vendors who act as financial intermediaries on behalf of The Investment Advisor and its clients. My New Financial Advisor and Free Retirement Report.com are third party vendors of The Investment Advisor.

Free Retirement Report Terms of Service :

The Investment Advisor offers a Free Retirement Report in Association with My New Financial Advisor and Free Retirement Report.com. My New Financial Advisor and Free Retirement Repot.com have created this offering for investment firms in association with money Advisor.

The retirement report which you will receive is a diagnostic tool intended to review your current financial situation and suggest potential planning ideas and concepts that may be of benefit. The purpose of the report is to illustrate how accepted financial and estate planning principles may improve your current situation. This report is based upon information and assumptions provided by you (the client). This report provides broad and general guidelines on the advantages of certain financial planning concepts and does not constitute a recommendation of any particular technique or security. The consolidated report is provided for informational purposes as a courtesy to you.

The Investment Advisor recommends that you review your plan annually, unless changes in your personal or financial circumstances require more frequent review. All reports should be reviewed in conjunction with your fact summary and this Disclaimer. The term "plan" or "planning," when used within this report does not imply that a recommendation has been made to implement one or more financial plans or make a particular investment. Nor does the plan or report provide legal, accounting, financial, tax or other advice. Rather, the report and the illustrations therein provide a summary of certain potential financial strategies. The reports provide projections based on various assumptions and are therefore hypothetical in nature and not guarantees of investment returns. You should consult your tax and/or legal advisors before implementing any transactions and/or strategies concerning your finances. Additionally, this report may not reflect all holdings or transactions, their costs, or proceeds received by you. It may contain information on assets that are not held at the broker/dealer with whom your financial representative is registered. As such, those assets will not be included on the broker/dealer's books and records. Prices that may be indicated in this report are obtained from sources we consider reliable but are not guaranteed. Past performance is no guarantee of future performance and it is important to realize that actual results may differ from the projections contained in this report.

The presentation of investment returns set forth in this report does not reflect the deduction of any commissions or fees. Projected valuations and/or rates of return may not take into account surrender charges on products you might own. They will reflect any fees or product charges when entered by the advisor/ representative. Deduction of such charges will result in a lower rate of return. It is important to compare the information on this report with the statements you receive from the custodian(s) for your account(s). Please note that there may be minor variations due to calculation methodologies. If you have any questions, please contact The Investment Advisor. Also, your account(s) may not be covered by FDIC or SIPC. FDIC and SIPC coverages apply only to certain assets and may be subject to limitations. Questions about coverage that may apply should be directed to the asset provider or sponsor.

The information contained in this report is not written or intended as financial, tax or legal advice. The information provided herein may not be relied on for purposes of avoiding any federal tax penalties. You are encouraged to seek financial advice from The Investment Advisor or your Financial or Investment Advisor and tax and legal advice from your accountant, attorney or other professional advisors.

The Investment Advisor LLC
P.O. Box 3177
West Pittston, PA 18643

Call Toll Free:

877-414-9021