S.A. Wilson & Associates, LLC -Financial Advisor Lewistown, Pa
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FORM ADV PART 2A

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Brochure Disclosing Our Business Practices

CONTACT  US

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FIDUCIARY

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Our Responsibilties to Our Clients

SERVICES

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Investment Management & Financial Planning

SOCIAL SECURITY ESTIMATOR

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FREQUENTLY ASKED QUESTIONS

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"SAW  provides clients with comprehensive or hourly, as-needed fee-only financial planning and
daily investment management."
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S.A. Wilson & Associates, LLC is privileged to serve the community and provide ongoing financial education regarding issues that face consumers today. The firm also believes that Media Professionals provide an exemplary example of this commitment. For Media Relations please contact Shawn A. Wilson directly or by using the form below.

Contact Us

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Located on the third floor of  the historic Monument Square Building in downtown Lewistown. An elevator is available for your convenience with additional parking available from the entrance on North Wayne Street
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3 West Monument Square, Suite 300B
Lewistown, PA 17044
717-242-2224
shawn@sawilsonassociates.com
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S.A.Wilson & Associates, LLC is a Registered Investment Advisor and any content on this website is for informational purposes only. S.A. Wilson & Associates, LLC may only transact business in those jurisdictions in which it is approved. The purpose of this website is for informational purposes and incidental in nature as to not cause the firm to be registered in jurisdictions where it does not give investment advice   For full disclosure of S. A. Wilson & Associates, LLC please download a copy of Form ADV Part 2A.

More Information:


Media Relations

Tax Deductibility of Our Services
Tools and Calculators
Frequently Asked Questions
Code of Ethics
Confidential Questionnaire
Risk Tolerance Questionnaire
Pennsylvania Securities Commission
Securities & Exchange Commission
Additional information about S.A. Wilson & Associates, LLC also is available on the SEC's website at www.adviserinfo.sec.gov. The searchable IARD/CRD number for S.A. Wilson & Associates, LLC is 158417.  S.A. Wilson & Associates, LLC is a Registered Investment Advisor. Registration with the Pennsylvania Securities Commission does not imply a certain level of skills or training.

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3 West Monument Square Suite 300, Lewistown, Pa 17044 | (717) 242-2224

© S.A. Wilson & Associates, LLC 2011

© Copyright S.A. Wilson & Associates,LLC Registered Investment Advisor 2011 - All Rights Reserved
© Copyright S.A. Wilson & Associates,LLC Registered Investment Advisor 2011 - All Rights Reserved