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portrait of Sarah Popovich
FINANCIAL ADVISOR

Sarah Popovich

AAMS™
245 Bloomfield Dr Suite 220, Lititz, PA 17543opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Sarah

The strategy comes before products, and my clients always come first!

Together, we evaluate your current financial strategies and your future goals. We help identify the steps you need to take to get to where you want to go. And I help you feel confident knowing that you're on track through review and feedback. When questions arise, I'm here to educate you on your options and help you evaluate your choices. I work with your accountant, your CPA and your attorney to make sure your entire financial picture is complete and cohesive.

I often operate as a guide to my...

Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Not-for-profit Organizations

Work History

  • Edward JonesDecember 2021 to Current
  • Bank of AmericaOctober 2019 to December 2021

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Reading
  • Volunteering
  • Crafts
  • History and Museums
  • Art & Theater

Team Members

  • Xenia Honchar
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(717) 568-6339

Fax

(877) 300-0451

Office Address

245 Bloomfield Dr Suite 220
Lititz, PA 17543opens in a new window

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