Melissa Motz, CFP
Motz Wealth Management
Certified Financial Planner in Harleysville, PA
http://www.motzwealthmanagement.com
Address:140 Clemens Rd Ste 102
Harleysville, PA 19438
About Melissa Motz
Melissa Motz is a financial professional at Motz Wealth Management located in Harleysville, Pennsylvania. Melissa Motz holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Melissa Motz provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Melissa Motz140 Clemens Rd Ste 102
Harleysville, PA 19438
Phone Number:
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Website:
http://www.motzwealthmanagement.com
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