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Fees for investment management are based on assets under management. Financial planning services are typically provided under a written agreement and may include general recommendations or specific actions. MSWM may receive commissions as representatives of USA Financial Securities or as licensed insurance agents, creating a potential conflict of interest. Clients are not obligated to use recommended professionals or implement recommendations through MSWM.
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999 West Chester Pike, Suite 202, West Chester, PA, 19382
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew sells variable annuities, annuities, and term life insurance through Market Street Financial Group, LLC since 2016. He is also an independent contractor providing back office assistance and database management for Leppert Holt Consulting LLC, and the president of Watford Wealth Management, Inc., working as a financial planner for about an hour per week.