Won Andre
-Helping Clients Maximize Workplace Benefits, Reduce Tax Liabilities, and Increase Cash Flow
- Role
- Junior Financial Consultant at Tristate Financial Advisors
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Junior Financial Consultant
Mar 2025 — Present
At Tristate Financial Advisors (TFA), we specialize in helping employees and business owners with their employee benefit retirement plans. This includes 401k\'s, IRA\'s, Brokerage Accounts, 403(b)\'s, pension plans, employee stock ownership plans and SEP\'s.
Education
Assumption University
Marketing
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