20/20 Financial Group

20/20 Financial Group Securities offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC, www.f

At 20/20 Financial Group, a Financial Planning and Wealth Management Services Firm, we believe in building close relationships with our clients. We understand that the best way to assist the select families, entrepreneurs and professionals we serve is to help them manage, pursue and aim to preserve and pass on their wealth. Our group has more than 50 years of combined experience and as a team we l

everage our shared knowledge to provide outstanding service to our clients.

20/20 Financial Group broker dealer is LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation.* LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.

* As reported in Financial Planning Magazine, June 1996-2020, based on total revenue

Securities offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC, www.finra.org - www.sipc.org. Investment advice offered through Wealthcare Advisory Partners, a registered investment advisor. Wealthcare Advisory Partners and 20/20 Financial Group are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.2020financial.net

08/31/2026

The latest issue of Market Week is available.

08/24/2026

The latest issue of Market Week is available.

08/17/2026

The latest issue of Market Week is available.

08/11/2026

The latest issue of Market Week is available.

08/03/2026

The latest issue of Market Week is available.

07/20/2026

The latest issue of Market Week is available.

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07/17/2026

https://youtube.com/?si=8WR28_k-S6APNsSn

Welcome to the channel! I’m Dan — a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Chartered Life Underwriter (CLU®), and Retirement Income Certified Professional (RICP®) with a degree in Finance from St. Bonaventure University. With decades of experience in financial planning, I’ve se...

07/08/2026

The Simple 2 -Asset Portfolio

07/08/2026

The Simple 2- Asset Portfolio

07/06/2026

The latest issue of Market Week is available.

Address

1065 Andrew Drive, Wealthcare Office
West Chester, PA
19380

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16107010499

Website

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