Stephen H. Torrance
Hazlett, Burt & Watson, Inc.
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $50,000
Minimum client income required: No minimum required
Title: Wealth Advisor
Offering advice since: 1982
Areas of expertise:
- Business planning
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Portfolio Management
- Retirement Planning
- Securities
- Stocks and Bonds
- Tax Planning
Further information about Stephen H. Torrance:
I have been in the financial services industry since 1982 working primarily in bank-based wealth management services. My 25 years of experience encompass all aspects of financial planning though I have tended to focus on retirees and closely-held business owners.
Compensation and Fee Structures:
1) fee-based
2) commission-based for those who are more transaction-oriented
3) hourly
Licenses, Certifications & Affiliations:
Certified Financial Planner (CFP) designee
NASD Series 7, 66 registered
Education:
BA, Frankin & Marshall College, 1978
Will provide references upon request?
Yes
Further information about Hazlett, Burt & Watson, Inc.:
(Size of firm: 10-49 advisors)
Hazlett, Burt & Watson is part of HB&W;, Inc. based in Wheeling WV. The holding company is comprised of an SEC-registered Investment Advisory firm, a Special Purpose Trust Company, and the original brokerage firm which traces its roots to the late 1800's.
Contact Information for Stephen H. Torrance
Phone: (717) 397-5663
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Fax: (717) 397-6012
Address for Stephen H. Torrance:
100 East King Street
Lancaster, PA, 17602
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