Broker Check

1158 Pittsburgh Road
Suite 102
Valencia, PA 16059

Mark Stallsmith

724-898-3003

 

Team

At Stallsmith Financial, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 
Education: College of America, Master of Science in Financial Services Clarion University, Bachelor of Science in Business Administration Professional Career: MSFS CLTC Chartered Life Underwriter (CLU) Chartered Financial Consultant...

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Michele Renwick

Personal Assistant & Office Manager

(724) 898 - 3003

(724) 898 - 3001

Michele has been with Stallsmith Financial since 2010. Prior experience was in office management and customer service in the legal and dental fields. Michele has three grown children that keep her very busy in a new season of life....

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Becky Stallsmith

Independent Insurance Adviser

(724) 524 - 1285

(724) 898 - 3001

Becky took over the office life and health insurance division in 2003. She is life and health licensed and also handles quite a bit of the office Long Term Care, Life and Disability Brokerage operations. Married to Mark and handling...

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