Brian Kuhns

 

Kurt and Brian have over 25 years of experience providing investment management and trading strategies. They will customize solutions within a client’s risk tolerance and budget. Their focus is on assisting clients in the areas of:
  • Investment Management
  • Retirement Income Planning
  • Insurance/Investment Services
  • Institutional/Retail Trading Strategies
  • 401K Solutions
As part of the client relationship, Kurt and Brian work in tandem with client advisers, including attorneys and accountants, to provide comprehensive financial planning strategies utilizing a team approach.
 
Wealth management approach We help individuals and families determine how they can meet their life goals through proper management of their financial resources. We will work with you to develop strategies and deliver personalized solutions for accumulating, protecting and transferring wealth - in addition to using your wealth to help create an income stream during retirement. We also work with companies and business owners to help them design, manage and grow their retirement plans.
  • Understanding your financial objective — We will begin by asking questions to understand more about you and your financial objectives.
  • Developing strategies — We will analyze and evaluate the financial and personal information you provide so we can match your objectives with sound strategies.
  • Implementing solutions — Using these strategies, we develop customized solutions tailored to your goals and risk appetite, drawing from a wide selection of world-class products and services.
  • Providing timely, ongoing service — We regularly review your situation to help ensure your financial objectives are being met.

Kurt D. Folcher VP Investments and  Retirement Services Series 7, 65, 63 and Life and Health Insurance

Brian M. Kuhns VP Investments and Trader Series 7, 55, 63 and 65 

QualificationS: Brian Kuhns graduated Summa Cum Laude from Moravian College.

Kurt Folcher graduated from Gettysburg College. Kurt and Brian have over 40 combined years of Security Industry experience.

They have the following combined licenses: Series 7 General Securities Representative, Series 55 Equity Trader, Series 63 and Series 65 Registered Investment Advisor. Kurt has also attained his Life and Health Insurance licenses.

 

Phone 267-908-9188
E-mail