Seltzer Financial Strategies

Financial ServicesPennsylvania, United States2-10 Employees

Since 2004, Seltzer Financial Strategies has been an important part of the central Pennsylvania community by serving the families and individuals with their wealth management needs. Our roots stretch back to 1991 when Equity Concepts was founded in Richmond, Virginia by Michael Thaler. Collectively we serve over 2,000 households and advise on more than $1 Billion in assets.

In 2017 we began the process of merging the companies under the name Equity Concepts. The Seltzer name will continue to be prominent in the community and our impact will only continue to grow. It has been and will continue to be our honor to serve Pennsylvania along with 20+ states across the nation.

Equity Concepts is located at 2550 Gaskins Rd. Henrico, VA 23238.

Registered Representative Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors,Inc., a Registered Investment Advisor. Cambridge and Seltzer Financial Strategies, LLC are not affiliated.
Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

Sign up for free to view info

Email Format Employee directory