Renee’s Letter from the Heart

190 Choate Circle, Suite B
Montoursville, PA 17754

CENTRAL PENNSYLVANIA OFFICE

Phone: 570-505-1289
Fax: 570-505-1294
Toll-Free: 855-811-2033

Mon–Thurs: 8:30am–4:30pm
Friday: 8:30am–4:00pm
(evenings by appointment only)

Business Hours

49 E. Center Street, Suite 102
Nazareth, PA 18064

LEHIGH VALLEY OFFICE

Phone: 610-365-8249
Fax: 484-293-1223
Toll-Free: 855-811-2033

Mon–Fri: 9:00am–5:00pm
(evenings by appointment only)

Business Hours

123 Egg Harbor Road, Suite 302
Sewell, NJ 08080

NEW JERSEY OFFICE

Phone: 856-352-6606
Fax: 856-352-6409
Toll-Free: 855-811-2033

Mon–Thurs: 9:00am–5:00pm
Friday: By appointment only
(evenings by appointment only)

Business Hours

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Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Aspire Wealth Group is not a registered broker/dealer, and is independent of Raymond James Financial Services.

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The 2024 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.