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Philadelphia Estate Planning Council

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Tim Schlegel

Merrill

 

Member profile details

First name
Tim
Last name
Schlegel
Organization
Merrill
Title
Financial Advisor
 

Additional Membership Information

Primary Discipline
Investments
Secondary Discipline(s)
  • Financial Planning
  • Insurance
Professional Bio
My mission is to understand you and what matters most to you. To take the time, to ask hard questions, to listen carefully, then to ultimately develop a unique wealth management approach that turns your goals into reality. For over 20 years, clients have turned to me as a trusted financial professional to navigate various financial environments and achieve their retirement goals.

I'm also the father of three children, a volunteer football coach for the St. Denis CYO, and an active board member of the Irish American Business Chamber Network.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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