Introduction - Charlie McKelvey, Bethlehem PA

Introduction - Charlie McKelvey, Bethlehem PA

Forum topic posted in Forum on 20 February 2013| comments
audience: | last updated: 20 February 2013
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charliemckelveybethlehempa's picture
Joined: 02/20/2013
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Good Morning Everyone,

My name is Charlie McKelvey and I am an investment advisor with Financial Sources, Inc. which is located in Bethlehem, PA.  We manage approx 60 million for 300 clients.  Most of our clients are retired so our primary investment objectives are preservation of capital and income.  We do have some younger clients that have stock portfolios which we also actively manage.  I have been in the business for 20 years now and love it!  I am also a Christian and very active with my church.  My firm also specializes in charitable giving strategies and we regularly do seminars for local churches and charities to assist in fundraising.  Though this activity does not result in many clients for the firm, it has been successful in fundraising for the churches and charities which gives me great satisfaction to give back.  Thank you for accepting me into the community here and I am looking forward to being an active member.

Best Regards and God Bless,

Charlie McKelvey

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