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and your secured retirement


First

Using the panel below enter you're information to receive our confidential fact finder, and fill in

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Second

Upon completion, send in your form, in order to receive our complimentary proposal.

Please complete the Contact Form and we'll send you your Confidential Fact Sheet to send to our advisor.

Contact Us

Contact Information

RS PETRELL & ASSOCIATES LLC dba STRATEGIC WEALTH ADVISORS

5784 Widewaters Parkway First Floor Dewitt, NY 13214

Phone: 315-218-7350 • Fax: 315-218-7348

www.strategicwealthadvisors.net marybeth@strategicwealthadvisors.net

Advisory services offered through RS Petrell & Associates LLC. dba Strategic Wealth Advisors. RS Petrell & Associates is an SEC registered Investment Advisor. RS Petrell may only transact business or render personal investment advice in those states where we are registered or otherwise excluded from registration requirements. This site is for informational purposes only. Any communications with prospective clients residing in states where RS Petrell & Associates LLC. and their Investment Advisory Representatives are not licensed shall be limited so as not to trigger registration or licensing.

 

NOTICE: Marybeth Petrell and Connie Hohreiter are Registered Representatives of Coastal Equities, Inc. Coastal Equities, Inc. is not affiliated with Strategic Wealth Advisors. Securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.



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Friday
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Lic and insured

MBA CIMA (Certified Investment Management analyst) Accredited Fiduciary Certification

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