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Trate Financial Management
Ann Trate
Financial Advisor
610-285-6011
ann.trate@jwcemail.com
Welcome to Trate Financial Management
As President and Financial Advisor at Trate Financial Management, Anna Marie Trate specializes in helping business owners, executives, professionals and individuals gain control of their financial situation through her comprehensive planning process. We proudly offer securities through J.W. Cole Financial Inc., a member of FINRA and SIPC and our advisory services through J.W.Cole Advisors, Inc. We want to build a financial relationship with YOU!








Securities offered through J.W. Cole Financial, Inc. (JWC) member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Trate Financial Management and JWC/JWCA are unaffiliated entities. 
Newsletters
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    Women in the workforce generally earn less than men. While the gender pay gap is narrowing, it is still significant. The difference in wages,
  • Life Is for the Living, and So Is Life Insurance
    Life can be busy. The requirements of work and family often leave little time to step back and think about where you've been and where you're heading. But as
  • Medicare and Your Employer Health Plan
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  • How do economists measure inflation, and why does it matter to investors?
    The Federal Open Market Committee (FOMC) adjusts interest rates to help keep inflation near a 2% target. The FOMC's preferred measure of inflation
  • How do TIPS help fight inflation?
    One way to help protect your portfolio against a sudden spike in inflation is by investing in Treasury Inflation-Protected Securities (TIPS).
    
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These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
 


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