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As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and financial partners.
We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients’ philanthropic objectives into well-crafted estate plans. Furthermore, we encourage prospective financial partners to consult with their professional advisors before making decisions based on information we provide.
Please feel free to contact us directly for information or assistance on a confidential basis.
Legal Name: Westminster Theological Seminary
Tax I.D. Number: 23-1352689
DTC Number: 0164 cody 40
Account Number: 9337-7121
Broker Contact: Charles Schwab
Incorporated in: Glenside, PA
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