Eagle One FCU is pleased to offer financial planning and wealth management services with the help of Conte Wealth Advisors, LLC.
Conte Wealth Advisors, LLC is an independent financial services firm. Each licensed professional on our team of advisors remains entirely independent and unaffiliated with any particular investment or insurance company. Working with an Investment Advisor Representative, we have the freedom to present specific strategies regardless of the company developing the product or investment.
Ali Bach, CFP
As a CFP (Certified Financial Planner) with Conte Wealth Advisors, Ali works under a fiduciary responsibility as an independent financial advisor.
With more than eight years of experience in the financial industry, she counsels her clients in the areas of retirement planning, estate planning, risk management and tax planning.
Ali is an active member of the Rotary Club of Harrisburgh, through which she is involved in clean water initiatives in Haiti. She also sits on the board of Domestic Violence Services of Cumberland and Perry Counties, and she teaches financial literacy course for local nonprofit organizations.
why you deserve independent advisors
- Independent advisors have your best interests in mind
- Freedom from corporate pressures
freedom to choose
Conte Wealth Advisors, LLC offers some of the best products from the vast array available. This wealth of products not only provides you with the most individualized services and advice in the marketplace, but it also fosters a healthy level of competition between corporations to create the competitive products for you.
CONTE WEALTH ADVISORS, LLC DOES THE RESEARCH
We asses value, not cost.
- Are you getting what you're paying for?
- Are you paying for something you do not need or want?
- What is the reputation of the company behind the product?
- What have our years of experience taught us about each company?