Portfolio, Asset, Capital, Wealth, Investment Advisory
Downingtown Financial and H. John Moghaddam, MBA focus on building a holistic financial advisory, wealth management, and investment advisory plan that focuses on the goals of the client, including risk management (for example life and disability insurance), business planning, retirement planning, college savings planning, estate planning, tax efficiency, capital preservation, portfolio management, wealth management, and asset management.
Keywords: financial advisor, investment advisor
Interview Q&A
How long have you been in business?
2013
What is your primary product or service?
Financial Advisor
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Management consultant and technology executive.
How do you differentiate yourself from other businesses in your category and area?
Top financial advisor with technology executive experience in the area.
How many locations do you have and do you have plans to expand?
1
Provide detailed directions to your location
Route 30 to 322 North. After Sunoco gas station turn right on N. Guthriesville Rd. Turn right on Brookhaven Lane. Second building on left.
What type of payments do you accept?
NA
Which areas do you service?
Chester County and Lancaster County.
Who owns your company or runs daily operations?
Me.
What are your hours of operation?
8-5.
What is the best compliment anyone can give you?
A referral.
What is your favorite quote or Bible verse?
"Be generous in prosperity, and thankful in adversity." - Baha'u'llah, E.S.Wolf 149:1