CFBS
Insurance Strategies, Investment Strategies (Reg. Reps Only), Group Benefits, Business Succession Planning, Business Owners, Retirement Income Planning
English
Center Valley Office
Daren Prokopowich serves as the firm’s key technical support specialist, acting as a valuable resource in assisting with and implementing the firm’s technology and security needs across multiple channels.
He also has a very busy financial practice that focuses on the related areas of employee and executive benefits, employee retention tactics and succession planning.
He works with both the business owner and the individual, evaluating their present position, and also discussing their goals and objectives. Through careful planning, a plan is put into place to help clients reach their desired goals.
Organizations and Affiliations:
- Member of LeTip International
- Board Member of the Southern Lehigh Chamber of Commerce
- Active member to the Greater Lehigh Valley Chamber of Commerce
MM202503-300856
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