Darla D. Wise-Planned Futures, LLC

Darla D. Wise-Planned Futures, LLC Investment Advisor Representative When I sit down with my clients, the first thing I want to learn is about them. Who are they?

When making decisions regarding your retirement, at age 30 or 65, it is important to work with someone that you trust; that makes you feel confident and reassured in your decisions. What is most important in their lives? Who is most important in their lives, and how do they want to protect them? My clients appreciate an open, values-directed approach of a woman who listens to their needs and appli

es thoughtful planning. We work together to develop a written plan based on their goals and needs. They appreciate that their questions are addressed in a timely manner and understand why they are invested as they are.
“What I love the most about my job is helping people plan their journey to retirement, then watching it all come to fruition. ” –Darla Wise


Securities offered through Cambridge Investment Research, a Broker/Dealer, Member of FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, a Registered Investment Advisor. Planned Futures, LLC and Cambridge are not affiliated. This communication is strictly intended for individuals residing in the states of: PA, FL, GA, CO, KS, MD, NC, OH, SC, VA AND WA. The Investment Advisor is licensed and registered in those states. Federal and state insurance and securities rules and regulations prohibit registered representative(s) and/or investment adviser representative(s) from soliciting, offering and selling any insurance or securities products or providing investment advice until they are properly registered and licensed in each state jurisdiction.


2350 E 3rd St., Ste 6, Williamsport, PA 17701

Planned Futures is not a subsidiary of nor controlled by Cambridge Investment Research .

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Address

2350 E 3rd Street, Ste 6
Williamsport, PA
17701

Telephone

+15703228407

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