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In honor of Mother’s Day, members of the PWA team discuss Women and Investing and other topics particularly important to women. Join Executive Vice President Doug DeGroot, CFP®, Laura Fasan and Nicole Smit, CTFA as they touch on establishing goals, building wealth and much more.
In recognition of Financial Literacy Month and the arrival of Spring, members of the PWA team use this Podcast to provide helpful information on a few topics clients often ask about. Join Executive Vice President Doug DeGroot, CFP® and Senior Vice President Brian Granato, CTFA, as they discuss Tax Advantaged Investments, Social Security benefits and more.
What can we expect in the new year and more importantly, from the new administration in Washington? What changes should we be prepared for and how might these changes impact investment portfolios? Join Doug DeGroot, CFP®, Executive Vice President of Providence Wealth Advisors as he discusses the current economic backdrop as well as expectations for the coming year.
Providence Wealth Advisors, LLC Podcast Disclaimer
Providence Wealth Advisors, LLC ("PWA") is a wholly owned affiliate of Providence Bank & Trust ("PB&T"). The investment products and services offered by PWA are independent of the products and services offered by PB&T and are not FDIC insured, may lose value, are not bank guaranteed and are not insured by any federal or state government agency. Investment products and services are offered by appropriately licensed investment advisor representatives, subject to the general oversight and authority of PWA.
PWA is an SEC registered investment adviser company. To obtain a copy of their ADV Part 2A and Form CRS, visit www.providencewealth.com. PWA is located throughout the Chicagoland area and Northwest Indiana. To contact PWA, call 888-927-7387, email: firstname.lastname@example.org, or write to 20220 S LaGrange Road, Frankfort, IL 60423.
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