Patti L Lerch

Patti L Lerch [ChFEBC℠]

15 Francis Court
Stafford, VA 22554

Original Certificate Date: 11/27/2019

ChFEBC℠ Number: 9PL7114S1

ChFEBC℠, HR Certificate: 12/16/2021

Organization: Hartquist & Noblet, LLC

Broker Dealer: GuidedQuest, LLC

Phone: 540-659-0300
Cell: 540-295-4356
Fax: 800-327-1430



States Currently Licensed: VA, FL

State Insurance License #: 857650

CRD #: 6168502

Primary Insurance: As an independent, we use any insurance company that carries the best product for your client’s needs

Primary Investment: Howard Capital Management, Wealth Watch Advisors, Flexible Plan Investments

Services: Federal retirement planning, estate planning, retirement income planning, investment management, Social Security planning, TSP, 401(k), IRA, Roth IRA and RMD planning, tax efficient retirement planning, Medicare planning, Legacy plans, Long Term Care planning, spousal survivorship plans, Lifetime income plans, estate settlement, incapacitation planning, debt elimination planning

Additional Information: Certified Financial Fiduciary (CFF), Member of National Ethics Association (NEA), Certified in Long Term Care (CLTC), National Institute of Certified Estate Planners Certified Estate Planner (CEP), National Institute of Certified Estate Planners Master Certified Estate Planner (MCEP)