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WARREN â€“ Central Pennsylvania Investment and Wealth Management Company (CPI), a locally owned, full-service financial institution located in St. Marys, has announced the opening of a branch office in Warren. The expansion into the Warren market will allow CPI, an independent firm processing with Woodbury Financial Services Inc., to further assist its clientele in providing proactive financial solutions.
â€śWe are very excited to announce the opening of our second office in Warren,â€ť said CPI co-founder David L. Close. â€śItâ€™s been a goal of ours to expand to the Warren market since the inception of our company in 2010. This will allow us to better service our customers in Warren and the surrounding area.â€ť
The Warren office is located on 229 Liberty St. and will open in November.
Close and fellow co-founder Aaron Bleggi have 37 years of combined experience in the financial industry and provide unlimited product service designed to allow clients to make informed, intelligent decisions regarding their financial portfolios. Structuring CPI as a completely independent firm processing with Woodbury allows them to establish working relationships with a number of industry leading providers whose products are leveraged to create customized solutions.
For additional information on CPI, its products or business expansion, contact Close or Bleggi at 814-781-1223 or by email at email@example.com or firstname.lastname@example.org
David Close and Aaron Bleggi are Investment Advisor Representatives and offer Securities and Investment Advisor services through Woodbury Financial Serviced, Inc. Member FINRA, SIPC and Registered Investment Advisor. PO Box 64284, St.Paul MN 55164-0284, (800)800-2638. Central Pennsylvania Investment and Wealth Management Co. and Woodbury Financial Services, Inc. are not affiliated entities.