Mike Maher
Principal - Valley Forge Financial Group
- Role
- Investment Advisor at Valley Forge Financial Group
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Mike Maher
Valley Forge Financial Group provides comprehensive financial services to high net worth…
Experience
Investment Advisor
Sep 1990 — Present · Audubon, PA
Diversified financial services company, serving privately-held business owners and their families. We specialize in the following areas:1. Wealth Transfer and Estate Planning2. Qualified Plan Design and Administration3. Investment Advisory Services4. Private Equity5. Executive Benefit Planning6. Employee Benefit Consulting7. Family Office Services
Skills
- Alternative Investments
- Financial Services
- Retirement Planning
- 401k
- Financial Analysis
- Life Insurance Analysis
- Family Office
- Retirement Plans
- Estate Planning
- Employee Benefits
- Investment Advisory
- Strategic Financial Planning
- Strategy
- Entrepreneurship
- Wealth Management
- Private Equity
- Finance
- 401k Plan Administration
- Life Insurance
- Retirement Plan Consulting
- Investments
- Strategic Planning
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