Steve Dotter Bill has been my financial advisor for years. He is always available and always gives sound advice . He has helped prepare me for the future and retirement years. I highly recommend.
Charles Alexander Roffman Miller are financial advisors that are fiduciaries. Unlike insurance agents and stock brokers, fiduciaries must put you first. Insurance agents and stock brokers only have to provide "suitable" advice (whatever that means). They can sell you high commission products, trade frequently, etc. We have been extremely happy with Roffman Miller who have been managing our money since before I retired in 2015.