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Michael Listmeier

Financial Advisor

(610) 374-6249

2 Meridian Boulevard, 1st Floor
Wyomissing, PA 19610

What Does It Mean When 'The Fed' Cuts Interest Rates?

What Does It Mean When 'The Fed' Cuts Interest Rates?

Before we get into interest rate cuts, we should go over who the Federal Reserve, or The Fed, are and what they do. The Fed is the central bank...

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The 2020 Election & President's Impact on the Stock Market

The 2020 Election & President's Impact on the Stock Market

This time next year, we’ll know who the next President of the United States is for the next four years.  2020 is shaping up to be a very intriguing year for financial markets.  We have, for the most part...

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Coronavirus & Its Potential Long-Term Impact on Your Retirement Savings

Coronavirus & Its Potential Long-Term Impact on Your Retirement Savings

As I am writing this, on Thursday, March 12th, the previous few days of trading have very much been in the red—the S&P is down around 10%. The obvious reasoning behind such...

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It begins with a plan 

It begins with a plan 

Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.

Learn about the planning process
WealthLink

WealthLink

Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.

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Products & Services

Individual Retirement Plans

Individual Retirement Plans

Business Retirement Plans

Business Retirement Plans

Financial Planning Services

Financial Planning Services

Investments

Investments

Advisory Programs

Advisory Programs

Insurance

Insurance

Education Saving

Education Saving

Gifting or Giving Strategies

Gifting or Giving Strategies

Helpful content

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

<p>Athlete</p>

Athlete

There’s a lot on the line when managing your finances. I can coach you through the tough decisions.
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<p>Problems with Probate</p>

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.
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<p>The Facts About Income Tax</p>

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Questions? Let's connect.

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