Pennsylvania > Allentown > Houser & Plessl Wealth Management Group

Houser & Plessl Wealth Management Group

Verified Listing

(610) 530-0700
5100 W Tilghman St
Suite 240
Allentown, PA 18104
Category: Finance & Legal


About

Wealth management group focused on 2nd half financial planning for retirement; financial planner advisors helping to preserve your retirement through investment tax and asset protection strategies.


Products And Services

• Strategies to help reduce taxes on IRA/401k distributions
• How to do a low tax or even tax free Roth IRA conversion (1)
• Strategies for reducing or even eliminating capital gains and estate taxes
• Leverage your IRA to leave a tax-free inheritance for your heirs
• Ideas for helping to protect your assets
• Lessen overall risk to your retirement income



Year Founded

2008


Number Of Locations

1


Reviews and Ratings for Houser & Plessl Wealth Management Group

Average Rating
"Rip off"
by Tom Michalek

April 16, 2019

"I agree with everything in the previous reviews. Don’t let them rip you off like they did to me."

  
"Churning Accounts"
by Herb

December 21, 2015

"Great disappointment. Initially, believed good advice. Found out a few years later from a Bank advisor that Gary & Kevin placed me in investments that were not conservative so that they would receive a 7% commission on hundreds of thousands of dollars invested and would cost huge penalties to get out of. Great salesman, low ethics. Self serving and greedy with a smile"

  

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