Joe Pantozzi
President @Alpha Omega Wealth
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WORK HISTORY
President @Alpha Omega Wealth
We teach our Clients how to create and use their own private family banking system. I also mentor and work alongside dozens of highly credentialed professionals who care for their clients with impeccable integrity.
EDUCATION
The American College, Bryn Mawr, Pa.
Chartered Financial Consultant (ChFC), Economics, Finance
The American College, Bryn Mawr, Pa.
CLU; ChFC, Insurance, Investments
ABOUT JOE PANTOZZI
Chartered Financial Consultant; Chartered Life Underwriter; Certified Kingdom Advisor (R); Estate Planning; Business Planning; Executive Benefits. Joe Pantozzi offers products and services using the following business names: Alpha Omega Wealth – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Alpha Omega Wealth or any other entity mentioned herein. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created nor endorsed by AIC, AAS or its representatives. Their information is deemed to be from reliable sources; however, their content cannot be guaranteed.
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