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ABOUT US

Mission statement -
"Helping People Create, Preserve and Pass on Their Wealth.
"

FRANK PARRISH

Frank and his wife Aileen have 3 grown children and reside in Landenberg, PA. A 1968 graduate of Syracuse University with a B.S in Business Administration, Frank has been in the financial services industry since 1992. In 2004, Frank teamed up with his father-in-law, Martin K. Hoag, and became the supervisor of Marty's office in Vineland, NJ. Marty retired in 2012, and Frank has continued to maintain the Vineland office and service his clients. Frank is a Chartered Financial Consultant, a member of the Delaware Better Business Bureau and the Chamber of Commerce. Frank is licensed to service clients in Delaware, Pennsylvania, Maryland and New Jersey.

Frank is an independent advisor representing many financial companies and products.


PRODUCTS WE OFFER


IRA Accounts
401K Rollovers
Mutual Funds*
Brokerage Accounts* 
Trust Accounts
Fixed and Variable Annuities* 
Life and Disability Insurance
Long-Term Care Insurance
Real Estate Investment Trusts* 


PORTFOLIO OF SERVICES


Investment and Retirement Planning* 

We will review your portfolio to help assure that your assets are allocated properly to match
your risk tolerance and long-term goals.
Managing risk is of primary concern to insure that your money will live as long as you do.


Insurance and Estate Planning

We will review existing insurance programs--for example, Life, Disability and Long Term Care, to determine whether there is still a need for these "old" policies.
We will also compare these policies with newer products that may offer more value for your dollar. If necessary we will work with you and local estate tax attorneys to assure your wealth is passed on in the most tax-efficient manner.



THE FREEDOM OF INDEPENDENCE

Independent financial advisors make up a growing segment of the financial services industry. The term "independent" simply means that while adhering to regulatory parameters, these representatives have the freedom to operate their practices as they deem best for their clients rather than as a large corporation may mandate.

In addition to running their practices as independent businesses, Royal Alliance Registered Representatives are able to help you select the products that can best serve your financial plans - not simply those offered by the captive corporate parent company.
As a result, his or her advice and guidance is tailored to your personal goals and objectives.



 
 
 Securities and investment advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment adviser. Insurance services offered through Parrish Money Management, not affiliated with Royal Alliance Associates.

This message may contain confidential information and is intended for use only by the addressee(s) named on this transmission.
 
Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, DC, DE, FL, GA, MD, MA, NJ, NY, NC, VT, VA, WA and WY. No offers may be made or accepted from any resident outside the specific states referenced.
 


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