About Us
Beryl E. Sorscher, CFP, CRPC
Managing Director
Senior PIM Portfolio Manager
Email Address
beryl.sorscher@wfafinet.comPhone Number
(845) 639-7276For over 25 years, through vastly different market conditions and cycles, I have counseled my clients and endeavored to grow their assets. For almost 20 of those years, I have held the prestigious CERTIFIED FINANCIAL PLANNER® certification.
My investment philosophy sets out to achieve returns conveniently and prudently using a conservative, well defined and disciplined methodology. My advice is personalized to each individual, and I create custom portfolios that reflect each of his or hers needs and comfort level. Whether the client is focused on building their wealth, transitioning to retirement or receiving monthly income, I strive to help them in the same convenient and responsible manner.
I make every effort to be personally available to clarify, demystify and explain the complexities of the financial world, offer meaningful advice, and to be sure we are consistently on the right track together.
CA Insurance License #4183424.
Resident State NY.
Certificates
CFP, CRPC
Pace Sorscher
First Vice President - Investments
Financial Advisor
Email Address
pace.sorscher@wfafinet.comPhone Number
(845) 639-7212I believe that building relationships with my clients while making sure I understand their financial needs and goals is crucial to effective wealth management. Successful individuals, professionals and business owners turn to me to provide targeted and comprehensive financial advice in conjunction with their portfolio management.
With a background in emergency medicine, I have the opportunity to benefit society in dual roles. I work per diem as a paramedic, providing advanced life support to individuals in emergency settings. Blending the medical and financial fields enables me to uniquely understand and provide for the needs of the medical community and high-net-worth individuals.
We Work With You. And For You.
From the moment you start working with us, you can expect:
Proactive recommendations to help you achieve your goals
Prompt and thoughtful follow-up to your questions or concerns
On-going dialogue to adjust your tailored strategy as needed
From Dreams… To Goals… To Flexibility… To Confidence
Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.
Helping Clients Succeed Financially
It’s natural — and wise — to examine your financial outlook. A Financial Advisor can provide the advice and guidance you need to focus on your goals. We can help you start planning now for the future. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.