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Marcia Werner &
Carolyn Brooks
Financial Advisors

Two Meridian Boulevard, First Floor
Wyomissing, PA 19610

(610) 374-6249

The financial future you want

The products and services to help you get there. Waddell & Reed offers investments, access to insurance and comprehensive financial planning.

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I work with you

Your needs and priorities will shift at various turning points in life, and so should your financial strategy. I can simplify the complex and guide you at every turn, so you can stay focused on what’s most important.

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Helpful content

I offer a full library of resources to help boost your financial planning knowledge.

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Whatever matters to you, matters to me.

I would love to hear about your goals and discover, with you, how I can help you pursue them. Contact me today to schedule an appointment to discuss your financial goals and strategies to pursue them.

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