Wesselt Capital Group | Richard Wesselt, Principal

(on germantown pike)
Financial and Investment Services in Collegeville, PA
Financial and Investment Services
Financial Services
Insurance

Hours

Monday
7:00AM - 6:30PM
Tuesday
7:00AM - 6:30PM
Wednesday
7:00AM - 6:30PM
Thursday
7:00AM - 6:30PM
Friday
7:00AM - 6:30PM
Saturday
7:00AM - 12:00PM
Sunday
Closed

Location

3441 Germantown Pike
Collegeville, PA
19426

About

Financial Planning Life Insurance & More

Wesselt Capital Group, founded by Rich Wesselt, specializes in developing quality relationships with our clients by providing coordinated financial solutions designed to help them reach their personal and business goals.

We are the Philadelphia area leader for Pennsylvania life insurance, financial business planning and estate planning.

Photos

Wesselt Capital Group | Richard Wesselt, Principal Photo Wesselt Capital Group | Richard Wesselt, Principal Photo Wesselt Capital Group | Richard Wesselt, Principal Photo Wesselt Capital Group | Richard Wesselt, Principal Photo Wesselt Capital Group | Richard Wesselt, Principal Photo Wesselt Capital Group | Richard Wesselt, Principal Photo

Services

  • Protection Planning: Life Insurance
  • Wealth Accumulation Planning: Money Management
  • Wealth Accumulation Planning: Education IRA
  • Wealth Accumulation Planning: College Funding & Retirement Planning
  • Wealth Accumulation Planning: Roth IRA
  • Wealth Accumulation Planning: SEP IRA
  • Wealth Accumulation Planning: SIMPLE IRA
  • Wealth Accumulation Planning: Traditional IRA
  • Wealth Accumulation Planning: 401(k) Planning
  • Wealth Accumulation Planning: 403(b) Planning
  • Wealth Accumulation Planning: Variable Annuities
  • Estate Planning (in consultation with our client's legal counsel): Charitable Giving
  • Estate Planning (in consultation with our client's legal counsel): Wills/Trusts
  • Business Planning: Business Continuation Planning
  • Business Planning: Buy/Sell Agreements

Latest

Knowing the difference between whole life and term life insurance is crucial to picking the right plan. Rich Wesselt explains why he thinks whole #lifeinsurance can be an optimal choice in this article. https://bit.ly/2VQghcf WESSELTCAPITAL.COM Whole Life or Term Life Insurance: Which is Better? - Wesselt Capital Group
Whole life insurance may seem more expensive initially, but in the long term, it offers a safer, more rewarding protection plan. Rich Wesselt explains why this is the case in this article for Norristown Patch. Our financial planning firm can assist clients with estate planning and other financial planning services. Visit http://bit.ly/wesseltcg to learn more about #WesseltCapitalGroup and our principal #RichardWesselt. #FinancialPlanning #LifeInsurance PATCH.COM Whole vs. Term Life Insurance: perspective from Rich Wesselt
Here, Rich Wesselt shares starategies for integrating life insurance into your financial plan. Our financial planning firm can assist clients with estate planning and other financial planning services. Visit http://bit.ly/wesseltcg to learn more about #WesseltCapitalGroup and our principal #RichardWesselt. #FinancialPlanning #LifeInsurance WESSELTCAPITAL.COM How to Integrate Your Whole Life Insurance Into Financial Planning | Wesselt Capital Group
ICYMI... Rich offers his insight on the automated investment trend in The Times Herald. #wesseltcapitalgroup #financialplanning TIMESHERALD.COM Wesselt: Hit pause before taking automated investment advice The Times Herald 28 October 2019 at 20:36 · Financial advisors, wealth managers and financial planners have used automation for portfolio management and automatic rebalancing for nearly 20 years.
The Times Herald 28 October 2019 at 20:36 · Financial advisors, wealth managers and financial planners have used automation for portfolio management and automatic rebalancing for nearly 20 years.
Wesselt Capital is proud to offer our clients the best in customer service through our dedicated, qualified team of advisors. Learn more about our team below Our financial planning firm can assist clients with estate planning and other financial planning services. Visit http://bit.ly/wesseltcg to learn more about #WesseltCapitalGroup and our principal #RichardWesselt. WESSELTCAPITAL.COM Our Financial Planning Professionals | WCG | Rich Wesselt
Research has shown that to this point, many millennials and baby boomers have struggled to manage their finances. In this article, Rich Wesselt highlights some of the keys to financial planning at these milestone ages. Our financial planning firm can assist clients with estate planning and other financial planning services. Visit http://bit.ly/wesseltcg to learn more about #WesseltCapitalGroup and our principal #RichardWesselt. #FinancialPlanning MEDIUM.COM Accumulation vs Distribution: Financial planning at 30 vs. Financial plan at 60

Information

Company name
Wesselt Capital Group | Richard Wesselt, Principal
Category
Financial and Investment Services
Est
1990

FAQs

  • What is the phone number for Wesselt Capital Group | Richard Wesselt, Principal in Collegeville PA?
    You can reach them at: 610-650-1840. It’s best to call Wesselt Capital Group | Richard Wesselt, Principal during business hours.
  • What is the address for Wesselt Capital Group | Richard Wesselt, Principal on germantown pike in Collegeville?
    Wesselt Capital Group | Richard Wesselt, Principal is located at this address: 3441 Germantown Pike Collegeville, PA 19426.
  • What are Wesselt Capital Group | Richard Wesselt, Principal(Collegeville, PA) store hours?
    Wesselt Capital Group | Richard Wesselt, Principal store hours are as follows: Mon-Fri: 7:00AM - 6:30PM, Sat: 7:00AM - 12:00PM, Sun: Closed.