Marketplace: BIRE Financial Services Group

BIRE Financial Services Group

BIRE Financial Services Group

BIRE is an acronym standing for the services it offers-Business, Individual, Retirement and Estate.

Contact: Stuart Leibowitz; Joel Goodhart

4066 Butler Pike
Plymouth Meeting, PA 19462

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Our logo, a white swan, stands for "Sleep Well At Night." BIRESWAN is composed of five separate divisions: BIREfinancial - provides individual and corporate clients with comprehensive support in achieving their financial goals. BIREmanagementofwealth - directs individual clients in creating asset allocation, portfolio strategies and hands-on money management consistent with their risk tolerance and goals. BIREtirement - helps clients navigate through planning for individuals' IRA and Roth IRA's and assists corporate clients in establishing and maintaining their company 401(k), 403(b), 457, SIMPLE IRA, SEP IRA, and Cash-Balance plans. BIREbenefits - helps employers meet present and future needs as it relates to employee benefits. BIREpip (Partners In Planning) - created a network of collateral professionals including Accountants, Attorneys, Property and Casualty Representatives, Mortgage Brokers, Banks and Realtors to address our clients? financial, accounting and legal issues as they arise.

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