Branch Office - Mailing Address
5010 Canby Drive
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
OSJ Branch Manager / Financial Planner
Stuart is focused on helping individuals and families fulfill their lifetime financial goals, with his primary focus, helping widows, divorcees and retirees prepare for the future phases of their lives.
James is the owner of Colonial Income Tax Service, LLC (a registered Certified Public Accounting Firm) (continues ...)
Marsha is passionate about helping her clients succeed, simplifying their lives, and providing peace of mind (continues ...)
Client Relationship Manager
Karen Cameron brings over 15 years of administrative practice to her position at Wharton Investment Consultants. She has been happily assisting clients in her role as Client Relationship Manager since April 2003 and is a pivotal part...