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Pursue your financial freedom. Live with Confidence.

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Our desire is to find a BETTER way for our clients to improve and organize their financial lives into an easy-to-understand format.

Our desire is to find a BETTER way for our clients to improve and organize their financial lives into an easy-to-understand format. We do this through the WellSpring FORMula. We pay bills and make retirement plans, too, so we understand the frustrations and concerns of personal finances.

That’s why as advisors we focus on creating a plan with you to ensure that you understand your financial plans and can live with confidence.

Experience Matters

Experience Matters

Informed Family Financial Advisors Jeff Bush and Steve Jablonski have written or been featured in articles from sites including MarketWatch, Kiplinger, Advisor Hub, USA Today, KYW News Radio, and more. 

OUR SERVICES

<span id="_mce_caret" data-mce-bogus="1"></span>Retirement Planning &#38; Asset Management

Retirement Planning & Asset Management

Risk Tollerance Assessment

Risk Tollerance Assessment

Financial Estate Planning

Financial Estate Planning

Life Insurance Services

Life Insurance Services

Our Mission

Our Mission

To provide our clients with a plan of action that strives for a greater certainty of their immediate and future financial wellness.

To create customized solutions using a wide variety of financial products and services that have a long-standing history of effective and competitive results.

To maintain high levels of ethical standards while providing exceptional customer service.

Our Blogs

For Financial Planning Success Consider the Impact of Behavioral Finance

Read

Investors Beware: The Media Noise can be Deafening

Read

Investors: Beware of the Herd

Read

OUR TEAM

Jeffrey Bush

Jeffrey E. Bush MBA, CLU, ChFC

CEO and Chief Financial Officer

Steve Jablonski

Steve Jablonski CFP, ChFC, CRPC

President and Executive Secretary

Shannon  LaRosse

Shannon LaRosse

Investment Advisor Representative

Earl Schultz

Earl D. Schultz, ChFC®, CLU®

Senior Financial Consultant

Corrina Clemens

Corrina A. Clemens
 

Director of Client Services and Office Manager

Sheryl Smith

Sheryl A. Smith
 

Director of Marketing/ Assistant Office Manager

OFFICE LOCATIONS:

Norristown Office

2570 Boulevard of the Generals Suite 223

Norristown, PA 19403

610-630-4495


Pottstown Office

152 East High Street Suite 420

PottstownPA 19464

 610-630-4495


Wyomissing Office

999 Berkshire Boulevard, Suite 299

WyomissingPA 19610

 610-404-3014


Allentown Office

601 Hamilton Boulevard, Suite 600

AllentownPA 18106

 610-404-3014


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