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Financial Planning |
College Planning |
Retirement Planning
> Estate Planning
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Ensuring a smooth transfer of your estate can be the greatest gift to your loved ones and can make a difference in the kind of legacy you leave to your family and perhaps
your community. Our advisor will plan out your options and recommend a strategy to minimize your taxable obligations and maximize your legacy.
- Review and organize your estate with our advisor
- Develop a plan to preserve and control the transfer of your estate
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For more information or to open an account, please contact Glenn Dydak 610.272.0986 or glenn.dydak@uvestmail.com
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NOVA Financial Services, Inc. has formed a unique partnership with UVEST Financial Services. Through this partnership, our
customers have access to a full range of financial and investment solutions. UVEST is a registered broker dealer and a FINRA/SIPC
member firm that has offered financial products and services to institutions since 1982.
Securities and insurance products are offered by UVEST Financial Services, Member FINRA, SIPC, and licensed insurance agency. UVEST and NOVA Financial Services are independent entities.
UVEST Financial Consultants do not offer tax advice. For tax assistance, please refer to your accountant or other tax professional.
Securities and Insurance Products are:
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| Not Insured by FDIC or any Federal Government Agency |
May Lose Value |
Not a Deposit or Guaranteed by the Bank or any Bank Affiliate |
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