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Our mission statement guides us in our daily activities and allows us to assist our clients in virtually all of their financial needs”.An early riser, Joel who has attained his Accredited Investment Fiduciary (AIF ®) designation, is usually in the office at around am each morning, looking after his clients’ interests, and helping them achieve their financial goals.

Stuart has attained the designation of Accredited Investment Fiduciary (AIF ®).

He currently serves his community as a board of director for the Holocaust Awareness Museum and in the past has served on the boards of Temple University Alumni, the Montgomery County Chamber Of Commerce, and the Variety Club.

He is currently a member of the Montgomery County Estate Planning Council, The Society of Financial Service Professionals, Financial Planning Association, National Association of Insurance and Financial Advisors, and the American Society of Pension Professionals and Actuaries.

Stuart believes that in order to properly address the financial and insurance issues of clients, it is critical to have a strong working relationship with lawyers and accountants.

Joel has developed a solid reputation within his profession and has spoken to industry organizations in Pennsylvania, Tennessee, Virginia, West Virginia, Nevada, Ohio, Utah, North Carolina, New York, Georgia, Delaware, New Jersey, Massachusetts, Washington DC, Maryland, South Dakota, Texas, Sydney Australia, Cayman Islands, Orlando Florida, and Banff Alberta Canada!

Stuart has attained the designation of Accredited Investment Fiduciary (AIF ®).He currently serves his community as a board of director for the Holocaust Awareness Museum and in the past has served on the boards of Temple University Alumni, the Montgomery County Chamber Of Commerce, and the Variety Club.He is currently a member of the Montgomery County Estate Planning Council, The Society of Financial Service Professionals, Financial Planning Association, National Association of Insurance and Financial Advisors, and the American Society of Pension Professionals and Actuaries.Stuart believes that in order to properly address the financial and insurance issues of clients, it is critical to have a strong working relationship with lawyers and accountants.Joel has developed a solid reputation within his profession and has spoken to industry organizations in Pennsylvania, Tennessee, Virginia, West Virginia, Nevada, Ohio, Utah, North Carolina, New York, Georgia, Delaware, New Jersey, Massachusetts, Washington DC, Maryland, South Dakota, Texas, Sydney Australia, Cayman Islands, Orlando Florida, and Banff Alberta Canada!“What makes BIRE Financial Services so special, are the principals and principles.

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