Financial Planning Services

An assortment of Federal Reserve notes resting on a printout of a line chart.

As a commitment to providing the highest quality of service, our registered securities representative with PTS Brokerage, LLC, Member FINRA/SIPC, G. Scott Brotz, has the experience and licensing necessary to fulfill your personal or business financial planning needs. Scott and our staff will work with you to increase your wealth and minimize your taxes. We will examine your financial information, establish your short and long-term goals, recommend and implement steps to achieve those goals, and monitor the progress.

Our professional services include:

  • Education planning and funding
  • Estate planning
  • Personal and employee benefit planning
  • Retirement planning and funding
  • Insurance - Life, Health & LT Care
  • Residential Mortgages
  • Budgeting and needs forecasting

Securities offered through:

PTS Brokerage, LLC, Member FINRA/SIPC

Eastgate Business Center
125C Gaither Drive
Mt. Laurel, NJ 08054

PTS Brokerage, LLC and Sharer Petree Brotz & Snyder are not affiliated companies.

As a business grows, the owners may require assistance in making important decisions that will affect the business's financial future. We have the personal touch and experience to help your business grow while maintaining a long lasting relationship.