Daniel M. Sierchio, CPA, PFS, AEP®

(215) 393-8221

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Welcome to The Sierchio Financial Group

Located in Lower Gwynedd, PA, we have been serving clients for over 20 years.  Our team of professionals provides financial planning, tax and accounting services to individuals, couples and businesses.  Here you will find a wealth of information in the form of articles, videos, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.  Our site is designed to help you gain a better understanding of the basic concepts of financial planning, the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation, as well as easy access to market performance data.  Most importantly, we illustrate the value of working with a skilled professional to pursue your financial goals.

Our mission is to support hardworking individuals, couples and small business owners in pursuing their financial goals and dreams.  We work proactively along-side out clients to guide them over financial hurdles so taxes are minimized, a comfortable lifestyle is planning and their wealth is passed on for generations to come.

We hope you visit us often. Be sure to add our site to your list of favorites.  We frequently update out information and we wouldn't want you to miss any developments in the area of personal finance.

 

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