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Pultro Financial Management

Many financial planning firms offer similar solutions to their client’s goals and needs. Michael and Brian set themselves apart in their experience, perspective, and ethics. Pultro Financial Management is a multi-generational, family run financial planning firm that has been providing unmatched service since 1987. Both Michael and Brian hold rigorous certifications as Behavioral Financial Advisors (BFA) and Registered Financial Consultants (RFC). Finally, Michael and Brian have been recognized for their standard of ethics by the International Association of Registered Financial Consultants (IARFC) and both hold the prestigious “Ethics Certification.”

See the difference a family run business with a foundation built on experience, perspective, and ethics can do for you.

We believe that your financial and retirement goals are unique to you. Therefore, designing a financial and retirement income strategy should be personalized to each individual's goals and personality. We utilize our understanding of Behavioral Finance to listen to you and we take the time to get to know you personally, your priorities in life, your concerns and fears and your goals and objectives. We are very passionate about striving to help you reduce the stress and worries that so many individual's experience when dealing with the day to day management of their financial affairs.


WHAT WE DO

Retirement Planning

Retirement Planning

Investment Services

Investment Services

Estate Planning Strategies

Estate Planning Strategies

Insurance Services

Insurance Services

Meet Our Team

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Michael Pultro

Michael Pultro - BFA, RFC

Behavioral Financial Advisor (BFA), Registered Financial Consultant (RFC)

215-489-3876

215-489-3839

Brian  Pultro

Brian Pultro - AIF, BFA, RFC

Accredited Investment Fiduciary (AIF), Behavioral Financial Advisor (BFA), Registered Financial Consultant (RFC)

215-489-3876

215-489-3839

Donna Mannas

Donna Mannas

Client Service Manager

215-489-3876

215-489-3839

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