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 Services

Your investment plan:

  • Assess your risk tolerance
  • rebalance or reposition as needed

Tax-efficient investing:

  • Cordinate with your tax professional to identify tax-efficient portfolio strategies 1
  • Tax-advantaged investment accounts 

Retirement Assets and company benefits:

  • Retirement plan consulting services
  • Assistance with stock option grants or restricted stock through Wells Fargo Advisors' Executive Service Team

Insurance products and services:

  • Assistance in determining adequate insurance protection
  • Access to long-term care, life & disability insurance products 2

Borrowing needs:

  • Access to lending services through Wells Fargo affiliates

Cash flow/cash reserve:

  • Emergency funds
  • Cash Alternatives

Education planning:

  • Invest for children or grandchildren
  • Identify suitable tax-advantaged investments

Wealth preservation strategies:

  • Types of ownership and beneficiary designations
  • Diversification strategies

Charitable and community giving:

  • Select suitable charitable techniques
  • Instill philanthropic values in the next generation

Business succession planning:

  • Understand personal and business objectives
  • Implement appropriate risk protection strategies

1. Wells Fargo Advisorsis not a legal or tax advisor.  However, we will be glad to work with you, your accountant, tax advisor and/or lawyer to help you meet your financial goals.

2. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.  

 

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