Broker Check

About Our Team in Blue Bell

Our team prides itself on our highest level of integrity, an affinity for continuing education, and a strong desire to help our clients meet their financial goals and security.

Team Members

Reynaldo Calvello

Registered Representative

(267) 468-0822

(267) 468-0814

Rey has been with Independence Planning Group since 2010, and has been in Financial Services altogether for about 10 years. Rey has built a niche with Physicians, CRNAs, Nurse Practioners and Physician Assistants. He enjoys...

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Timothy Carroll

Registered Representative

(267) 468-0822

(267) 468-0814

Registered Representative of Park Avenue Securities, LLC (PAS), Financial Representative of Guardian

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Donald Connors

Financial Specialist

610-935-8871

610-935-6805

I have 22 years of experience in the financial services industry and have spent the last 11 years with Guardian Insurance Company and Park Avenue Securities.

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Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS), Financial Representative of Guardian

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Samuel Guittare, Jr.

Financial Specialist

610-935-8871

610-935-6805

Sam joined the LifePoint Financial Team in 2012. Sam began as a client of LifePoint and transitioned into Life Point’s current project manager and financial specialist.

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Bill Heider

Financial Representative

(267) 468-0822

(267) 468-0814

Registered Representative of Park Avenue Securities, LLC (PAS), Financial Representative of Guardian.

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Timothy Lederer, MBA

Financial Specialist

(610) 935-8871

(610) 935-6805

My mission is solely to create an experience for clients of transformation as it relates to their views, conversations and relationships regarding money and financial decisions.

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Larry Rosenthal

Brokerage Director/Disability Income Specialist

(267) 468-0822

(267) 468-0814

Assisting people since 1980.

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James Ryan

Financial Representative

(267) 468-0822

(267) 468-0814

Financial Representative of Guardian.

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Robert Santry

Disability Income Specialist

(267) 468-0822

(267) 468-0822

Financial Representative of Guardian.

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Brian Sykes is a financial professional with more than 12 years of experience in the financial services industry.

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