John J. Sulick, Investment Advisor Representative
"Excellence In Financial Strategies"
John J. Sulick is an Investment Advisor Representative and a senior consultant with PFG.
A graduate of Millersville University, he has been registered with FINRA since 1977. He is a member of the National Association of Financial and Estate Planners as well as the Financial Services Institute and he has been a guest speaker at various educational seminars for high net worth individuals.
In 2001, John joined PFG (established, State College, PA, 1960), one of the largest independent financial advisory firms on the East Coast with over 100 financial advisors in 11 states.
He sees his role as a 'financial navigator and strategist' guiding and assisting his clients to make informed choices about their finances so that they can pursue the 'passions' in their lives with ease. John's areas of concentration are centered around retirement planning concepts to produce long-term income including:
- Wealth management for individuals that incorporates both tactical/absolute return strategies as well as modern portfolio theory strategies
- Analyzing qualified retirement plans including qualified plan design
- Advisor liaison who co-ordinates retirement plan analysis for large corporations (including non-Profits) with one of the largest institutional asset management firm’s in the industry
- Retirement Income Analysis including Social Security Planning
- Long Term Care planning with an emphasis on estate preservation
- He also spearheads the building of alliance relationships with CPA's ,CPA firms & Attorneys
John holds the following securities registrations: FINRA Series 1, 7, 22, 63, and 65. He is a Registered Representative with Cetera Advisors Network, LLC and an Investment Advisor Representative with Vicus Capital, Inc. (formerally PFG Financial Advisors).
He resides in Bellefonte with his wife.