Kron & Polis Financial Group
of Wells Fargo Advisors

CONNECT

Address:

30 South 17th Street, Suite 2000
Philadelphia, PA 19103-4097

Phone:

215-564-2614

Fax/Other:

215-564-7979

Our Process

Personalized planning process

We place the highest priority on helping you meet your wealth management goals.  In charting your course for the future, we use advanced technology and the innovative Wells Fargo Advisors Envision planning process that enables you to enjoy your life today and pursue your goals for tomorrow.

Step 1:  Understanding your goals.

We conduct a personal interview with you to obtain the background information needed to design your plan.  As part of this step we consult with you other professional advisors to understand all the important facts of your financial circumstances.  This coordination helps us to effectively  tailor your plan by reviewing estate and asset needs as well as tax strategies.  

Step 2:  Developing your plan.

Next, we develop a personalized investment plan that is designed to transition properly into your existing financial situation.  We sit down with you to review our recommended allocation and discuss portfolio design in order to accurately target your planning needs.

Step 3:  Implement your strategy.

After we meet with you to review your plan, we proceed with recommendations and help implement the plan.  We structure your asset allocation and execute necassary orders, as well as outline and establish systematic investment, income and rebalancing schedules.

Step 4:  Monitor your progress.

Once we have implemented your plan, we establish an ongoing review of the portfolio and external assets.  We also work with you and incorporate developments in your circumstances into your plan...

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals