Cetera Advisor Networks LLC

Specialties

Wharton Financial Services (WFS), provides families, individuals and business owners with comprehensive, tax-​aware wealth management strategies. We work in an independent, conflict-​free environment, with our client’s goals as our only benchmark. At WFS, our Financial Service Representatives can analyze your needs and objectives, and recommend appropriate products and services.

Meet the Business Owner

Stuart C.

Business Owner

My mission is to build long-​term relationships with my clients and provide outstanding service in the area of financial strategies for businesses and individuals.

Integrity and honesty are the foundation of relationships with my clients. I am committed to helping them reach their financial goals. This is my number one priority. With a practical, common-​sense approach, it is my desire to help my clients make smart choices with their money that will have a positive impact toward their financial future.

Drawing on my knowledge, experience, know-​how, and support staff, I help build financial freedom for my clients.

*I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.

Registered Principal, Financial Advisor and Financial Planner of Walnut Street Securities. Stuart is FINRA Series 7, 24, 63 & 66 securities registered.