Conestoga Wealth Partners
Conestoga Wealth Partners, LLC is a registered investment adviser in the state of Washington. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.
Official Website
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Overview
- Accumulation
- Risk Management
- Taxation
- Business Planning
- Retirement Planning
- Estate Planning
Sentiment Analysis
I highly recommend using them to help you with your financial planning.
Experienced and honest.
Thank you AJ for all your help, knowledge and taking the time to work with us.
My husband and I use AJ Thibeault at Conestoga Wealth Partners to manage my IRA.
His expertise is not as a "stock picker", rather as a comprehensive financial planner who will help you reach Your retirement goals.
Due to the fact that AJ and I are both involved in the Silverdale business community, it's turned out that I have several clients-in common with AJ.
AJ knows his business very well and is the first person "business" I would recommend to someone else for retirement or investment needs.
As a CFP he has fiduciary responsibility so there's nothing hidden in his motives when he makes trades on our behalf and we found we actually pay less for his service than we did for trades we made through our previous financial advisor.
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