ABOUT
VISCOUNTE FINANCIAL
At Viscounte Financial, we believe if you plan properly today you can be sure and secure tomorrow. We believe that financial confidence and financial wellness are the outcome each of our clients deserve no matter how little or how much they begin their journey with.
At Viscounte Financial, we strive to create a long-term bond with our clients by building relationships based on mutual respect and trust.
At Viscounte Financial, we can help you find the right product and coverage at the right price. Our team of specialists will assure appropriate guidance and advice is provided.
Since 1985, Viscounte Financial has been striving to provide our clients peace of mind for their financial wellness. If you give us the opportunity we would love to do the same for you.
OUR
SPECIALTIES
COMPREHENSIVE FINANCIAL PLANNING
WEALTH AND INVESTMENT PLANNING
TAX PLANNING STRATEGIES
TRUST SERVICES
LIFE INSURANCE SOLUTIONS
RETIREMENT PLAN SOLUTIONS
TAX PLANNING STRATEGIES
KEY EMPLOYEE STRATEGIES
BUY SELL PLANNING
INSTITUTIONAL CASH MANAGEMENT
DISABILITY INSURANCE SOLUTIONS
*
SPECIALIZED BUSINESS SERVICES
LONG TERM CARE INSURANCE SOLUTIONS
*
RETIREMENT PLANNING
COLLEGE PLANNING
ESTATE PLANNING STRATEGIES
* Availability varies by carrier and state.
SERVICES FOR INDIVIDUALS
SERVICES FOR BUSINESSES
MEET
OUR TEAM
JONATHAN VISCOUNTE
Financial Planner
GABRIELLE VISCOUNTE
Financial Planner
BRANDON ORUCH
Financial Planner
MICHAEL JOHNSON
Financial Planner
CFP®, CLU®, ChFC®
[AL, AZ, CA, CO, CT, DC, DE, FL, GA IA, ID, IL, IN, LA, MA, MD, ME, MI, MN, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA]
215-965-1600 ext. 104
CA Insurance License #OE12477
[FL, MD, NJ, NV, PA, VA, CA, TN]
215-965-1600 ext. 101
CA Insurance License #OL36128
[CA, DE, FL, IL, MA, NC, NJ, PA, VA, MD]
215-965-1600 ext. 107
[CA, DC,DE, FL, IL,MD, NC,NJ, NY, PA, TX, WV]
215-965-1600 ext. 105
CA Insurance License Number: XXXXX
MEET JEAN, AMY + EILEEN
MEET JONATHAN
MEET GABRIELLE, BRANDON, MICHAEL + CHRIS
THE VISCOUNTE WAY
There’s no greater joy for me than knowing I made a difference in my clients’ lives. At Viscounte Financial, your financial wellness is our mission.
Jonathan Viscounte, CFP, CLU, ChFC
Owner & Financial Planner
FREQUENTLY
ASKED QUESTIONS
RETIREMENT PLANNING
PROPER COVERAGE
INVESTMENT PLANNING
EMPLOYEE BENEFITS
FORT WASHINGTON OFFICE
Viscounte Financial
580 Virginia Dr. Suite 150
Fort Washington, PA 19034
FAX
215-965-1601
PHONE
215-965-1600
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