William J. Mastalski, CFP®
First Vice President/Wealth Management
Financial Advisor

 

Bill has been a Financial Advisor for the past two decades. Whether you are an individual with a small “nest egg” or a large company looking to invest for your employees’ retirement benefits in profit sharing, SARSEP, or 401(k) Plans, Bill and his very capable staff provide prompt, caring attention to client concerns.

Each client receives an investment strategy based on his or her current financial data,  specific financial needs or goals, and individual risk tolerance. As the client’s needs change, perhaps from growth of capital to generation of income, so can the client’s investment strategy.

In addition to monitoring his clients’ accounts, Bill has made time to present numerous seminars to a variety of organizations and businesses. In 1988, he received Rutgers University Home Extension’s Adult Education Award for his years of service in presenting Financial Planning Seminars.

Although Bill’s main office is Janney’s Bryn Mawr office, he also advises clients in the New Jersey and Philadelphia area offices when this is more convenient for his clients.

Bill is a member of the Certified Financial Planners Association and is also a member of Philadelphia, Delaware County and Montgomery County Pennsylvania Estate Planning Councils.  He recently became a member of the Estate and Financial Planning Council of Southern New Jersey.

Bill is registered in several states and can continue to serve his clients even if they move from the Delaware Valley.