PRESS RELEASE
30 January 2024

Penn Wealth Planning Rocks!

C
Crowley Law LLC

Contributor

Boutique law firm of five experienced attorneys passionate about helping life sciences and other technology entrepreneurs and their companies avoid costly legal mistakes as they make their way from the laboratory or garage to the marketplace. We do this with a dedication to Professionalism, Integrity, Accountability, Communication and Efficiency.
I'm happy to send congratulations to my friend and colleague, Lisa Policare, CEO of Penn Wealth Planning on being recognized in the 2024 Forbes Best-in-State Wealth Management Teams list.
United States

I'm happy to send congratulations to my friend and colleague, Lisa Policare, CEO of Penn Wealth Planning on being recognized in the 2024 Forbes Best-in-State Wealth Management Teams list. The list, compiled by Shook Research based on hundreds of interviews, focuses on advisors with demonstrated track records of success over many years.

Lisa has been a consistent winner in the wealth management industry for more than 20 years. She and her team have done a great job for me and I can recommend her without hesitation.

See the Forbes listing here and the Penn Wealth Planning website here.

Contributor

Boutique law firm of five experienced attorneys passionate about helping life sciences and other technology entrepreneurs and their companies avoid costly legal mistakes as they make their way from the laboratory or garage to the marketplace. We do this with a dedication to Professionalism, Integrity, Accountability, Communication and Efficiency.

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