Verify Credentials

 

It is important to verify the credentials of any person or firm that offers you financial advice.  Easily accomplish this task by following the instructions below:

 

Our firm is led by David Loesser, Certified Financial Plannertm.  The Certified Financial Plannertm certification is widely-recognized as the gold standard for Financial Planning Professionals. 

Procedure: To verify David Loesser's Certified Financial Plannertm designation, call toll free 800-237-6275 or go to http://www.cfp.net/search online.  Search for Last Name: "Loesser" and State: "Pennsylvania".

 

 

The Estate Planners Group is a perennial member of the Better Business Bureau, and our firm President, David Loesser has been a member of the National Ethics Bureau since Sept 2009.

 

To Check Our Better Business Bureau Accreditation and Rating, 
Click HERE. 
 

 

To check that David is an Approved NEA Member, contact NEA Member Services department at (800) 282-1831. Note: The company is on Pacific Standard Time.

 

 

STATE REGISTRATIONS: Our The Estate Planners Group is registered with The Bureau of Securities in Pennsylvania and New Jersey.  The Bureau of Securities regulates individuals and firms that sell securities and provide investment advisory services. 

For our registration with Bureau of Securities in NJ, call 973-504-3600. 

  • The Estate Planners Group is Investment Advisor Firm - CRD # 124418
  • David Loesser is Investment Advisory Representative - CRD # 3177524
  • Michael Sullivan is Investment Advisory Representative - CRD # 2962858

For our registration in Pennsylvania, follow the instructions at http://www.psc.state.pa.us/investor/check_invest.html.