Now is the time when you need the strength and flexibility of Willowbranch Financial Group
On behalf of our whole Willowbranch team, we want to express our deep concern for everyone negatively affected by the Corona Virus Pandemic.
We are closely following the PA Dept of Health about the virus response and recommendations. We are taking all recommended precautions to support the community effort to reduce the spread of the virus. The health of our clients, team members and their families is our top concern.
Since we are able, most of our team will continue to work remotely. We will have at least one person working on-site during normal business hours. Our whole team continues to be available for all client work and processing of business. All phone calls, emails and snail mail are checked regularly.
We are continuing to conduct client meetings via phone and video conferencing. We’ve streamlined this process to make it comfortable for you and easy to share documents and information. Additionally, our locked drop box is just outside our front door for any physical transfer of documents. If you feel it important to meet in person, we can accommodate.
If you have any questions, do not hesitate to contact us. We’re here to help.
Our sincere wishes of good health.
WILLOWBRANCH FINANCIAL GROUP is a team of award-winning financial advisors offering financial advice, financial planning and many investment/insurance options through Waddell & Reed. Our mission is to help clients fund their life goals and dreams. We strive to do this by creating and following a customized financial plan for them. Through the plan and our experienced advice, our clients gain the confidence to make well informed financial decisions in all aspects of their lives.
Our office is located at 3906 Market Street in Camp Hill, Pennsylvania. It's hard to believe it's been almost two years since we moved in. We still think it's the perfect place to continue our mission of helping clients fund their life goals and dreams. Click here to see how amazing the interior is.
"Someone is sitting in the shade today because someone planted a tree a long time ago." - Warren Buffett
Our Values.Experience. Knowledge. Transparency. Guidance.
Years of experience have prepared us to guide you through your life transitions.
In addition to financial planning, we offer an array of services to meet your financial needs.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
We offer a free, no pressure or obligation, consultation meeting.