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Over 386 reviews for
Jenkintown Financial Advisors from people just like you.

A
" and Her team did an excellent job. I was tasked of having an estate sale for a relative. I did not know where to start. " and her team came in insured me they could handle the sale and clean everything out of the 2500 sq ft house afterwards. The items that didn't sale , was able to place in a well known antique shop. is a woman of her word.

-Sharon A.

A
"We have not had any issues with them filing our taxes. They are always here to answer any questions. We have felt very comfortable with them. They are available" when we call or they return our call promptly. They are very knowledgeable and were able to guide us to where we should invest and see return. They are caring and never pushed us into something. They are compassionate.

-Franklyn D.

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Local Articles in Jenkintown

Financial Advisor & Planning

A financial planner can help identify goals and create a plan for you to achieve them. Before deciding to work with someone, be sure of his or her credentials, experience and method of compensation.

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You have money in the bank and gas prices are down, but are you financially fit?

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If you think it’s too early to think about tax season, think again.

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Have you decided it’s time to start investing your money?

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Between cleaning the house for guests, cooking big meals and shopping for gifts, the holidays take a toll on our well-being and wallets.

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Financial Advising reviews in Jenkintown

A

Rating
Excellent. came in to clinic to talk with me regarding saving us money through our credit card processing. He set us up with terminals and assisted us through the whole process. saved us a lot of money. He is always available for any assistance,information and help that we need.He made the switch over ...More very easy and fast in our busy clinic. He is a very dedicated to his profession.
- julia G.
A

Rating
I called out of the blue and asked for a consultation. It turned out that he wasn't the appropriate person to call, but he talked to me anyway, at no charge. In the course of that call, I sensed that is extremely intelligent and well-versed in his field. If I do need his services in the future - based ...More on that call - I would seek him out immediately.
- Caron W.
A

Rating
I had the opportunity to speak with EJ today, in regards to some issues that I am having with my credit card co. After I explained my situation we spoke in depth about credit card settlement and what my options would be. I was so impressed with his knowledge
and expertise in all aspects of credit card debt. He was truly concerned as to how my ...More decisions would affect my credit score.
Thank you EJ for all the information you shared with me today and helping to set my mind at ease. Sincerely, AP
- Annette P.
A

Rating
I am a single mom and have made some bad financial planning decisions in the past as it relates to term life insurance. Mr. (owner of & Associates) took the time to educate me on the best life insurance options that would give me the flexibility I needed in the future. Additionally, my son's ...More were left $80,0000 a piece from their paternal grandparents who died earlier this year. Because they are both minors, I wanted the money placed in a Trust until they turn 18. Mr. provided me with several options and explained the pros and cons of each of them.
He is a gifted teacher in what he does and I would highly recommend him for any services related to Financial and Retirement Planning. His passion is people and it is reflected in his professionalism.
- Roxane J.
N

Rating
The whole process went great. There were no problems and the financial adviser I worked with was very helpful. The whole process took less than a week and I was able to complete the purchase of the property I wanted to buy.
- Lisa H.
A

Rating

My primary reason for contacting Mr. was to get long-overdue input on my financial investments (and debt) especially my 401K. I work for a large company and we have multiple investment options in our 401K. The company suggests we purchase services from a particular "group" to get input on our 401K elections-OR-we ...More can manage it ourselves. Well I preferred to have an external set of eyes on my investment options. My concern is the recommended "group" might have a lot of people who are perhaps not very experienced to advise me, or they'd have some cookie-cutter formula for advising people in general that wouldn't be tailored to my situation in particular, or they'd have some bias in telling me that my 401K investment options were great...but what if they really weren't ?? I wanted to pick someone with more experience (and references, hence Angie's list) and no reason for bias.



I contacted Mr. via Angie's list and he responded very quickly. He provided me with some detailed paperwork to fill out. I have to admit I was a bit discouraged by the paperwork at first. But then I thought, well, the more information you provide him, the better he can help you. If he were to advise me without collecting much information then he's not giving me informed input based on my whole financial picture. I work in a different field, but the same rules apply. To be clear, the questions on the paperwork are not difficult, it just took a little time to find balance information on statements (for example). Mr. also told me to feel free to contact him with any questions I had when completing the paperwork so I felt comfortable that I had help if needed. When we met in person he really took time with me. He responded to all of my questions. He also asked follow-up questions to make sure I understood his responses. I don't know a lot about investments/retirement planning so I really learned a great deal. I also appreciated that he was able to convey the information in a way I can understand. He asked me if I had any more questions several times before closing our meeting (I kept coming up with more- I like to learn as much as I can from experts!). He told me not to hesitate to call if I came up with any more and (of course) shortly after our meeting I thought of one more nagging question. I called him and left him a voicemail that it wasn't urgent, if he would call me within a week that would be great. Mr. called me back - within an hour! Mr. emailed me documentation of his recommendations from our meeting. He even called me to be sure I received and understood the email. I highly recommend Mr. , he is very knowledgeable, thorough, patient and pleasant to speak with. I came away with the information I hoped for and more. I plan on using his services again in the future.






- George J.
F

Rating
I am an attorney. ("CSC") provides various services to assist businesses. The Gesmer law firm put my name down as the billing recipient for its services. CSC did not check with me about this. It just did it without my consent. My client and I have been trying to get my name removed from ...More the account since September 1, 2015. CSC refused to remove my name even though it did not have my permission to place my name on the account in the first place. Apparently, CSC will put anybody's name on an account without the person's permission just because some third party tells them to. Then CSC will not remove the person's name without the third party's consent. This is an unconscionable business practice.
- Preston B.
A

Rating
was phenomenal. She made a very boring subject bearable. It was enjoyable to listen to her because she was having fun with it, which in turn helped me to have fun with it. We were joking back and forth, so it made it very interesting. She was very professional and I learned everything that I was supposed to learn about reverse ...More mortgages. I have listened to this course twice before because of 2 other companies that I have looked at for reverse mortgages and this time around was MUCH more enjoyable. The other two companies that I used were HORRENDOUS!
- SIDNEY H.

Financial Advisors in Jenkintown, PA

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

1847 Financial

161 Washington St., Suite 700
Conshohocken

8235 Craig St

Philadelphia

AAA-MID ATLANTIC

ONE RIVER PL

Absolute Wealth Management

1489 Baltimore Pike 213
Springfield

Academy Wealth Advisers

P. O. Box 114
Penns Park

Accelerated Benefits

5880 Venture Drive

ACI Adjustment Group

4459 W. Swamp Rd.
Doylestown

Adam S Kazan CPA

255 S 17th St
Philadelphia

Advisors Mortgage Group, LLC

1201 N. 2nd st
Philadelphia

AIG Federal Savings Bank

503 Carr Rd # 130

ALAN POLLACK CPA

1212 SEA GULL LN

Allegiant Group Inc

189 W Clarkston Rd

Allstate The Sanfratello Agency

6141 B kellers church rd
Pipersville

AMCL HOME IMPROVEMENTS LLC

424 SAWYER DRIVE
Harleysville

Ameriprise Financial

One Summit Square
Langhorne

Andersson Productivity Solutions

99 Daylesford Blvd
Berwyn

Apex Accounting, Tax & Insurance

2500 S 12th st.S
Philadelphia

Approval Plus Mortgage

609 HAMILTON ST
Collegeville

ARACOR SEARCH & ABSTRACT SERVICES

1617 JFK BLVD
Philadelphia

Arlington Heritage Group, Inc.

415 Horsham Rd
Horsham

Berwyn Tax, LLC

60 Oak Lane
Berwyn

BetaFrontier, LLC

858 North Franklin St

Bishop Associates

1235 Peoples Plaza

Bizlender

884 Town Center Dr
Langhorne

Bliss & Company Ltd

810 Downingtown Pike
West Chester

Boardwalk Bail Bonds

112 N Broadway Suite 1B

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Britton Daniel, LLC

211 N. 13th Street
Philadelphia

Bryant Surety Bonds

73 Old Dublin Pike #10
Doylestown

BURKE LAWTON BREWER & BURKE

516 N BETHLEHEM PIKE
Ambler

Cape Investment Management

502 Washington Ave Ste 620

Capitol Title Loans

772 Pulaski Highway

CashAdvancer

1735 Market Street
Philadelphia

Central Lending Svc Inc dba Credit Central

301 Oxford Valley Rd
Yardley

CIMINERA ADVISORS LLC

755 N Monroe Street
Media

Davis CPA Group

20 N White Horse Pike

Dedicated Investment Advisers, LLC

2024 Darby Rd
Havertown

DiMatteo Financial Group

602 Chadds Ford Drive, Suite 201
Chadds Ford

DONAHUE FUNERAL HOME

1218-20 Bethlehem Pike
Flourtown

Downingtown Financial

104 Brookhaven Lane
Downingtown

Draves & Associates, Inc.

P.O. Box 34
Gilbertsville

Eagle Wealth Strategies

877 Kings Highway

Edelman Wealth Management Group, Inc.

777 Township Line Road, Suite 190

Edit Your Credit, LLC

117 W Gay Street, Suite 216
West Chester

EDWARD JONES

8640 GERMANTOWN AVE
Philadelphia

Edward Jones Investments

1107 Mantua Pike

F.A.T. Freedom

4/41 Meinzinger Ave.

Falcon Financial Planning, Inc.

2 Village Road, Suite 4
Horsham

Falini Law Office, LLC

310 N High Street
West Chesterf

Farmers Insurance

645 E. Butler Ave
New Britain

Financial Independence Planning

275 East St Rd Suite 1 Second Floor
Feasterville Trevose

Financial Investments & Trust

1825 Grant Avenue Suite 2
Philadelphia

Financial Planner Philadelphia Pennsylvania

1800 JFK Boulevard
Philadelphia

frank Hertler

1171C Clydebank Court

Freyman CPA, P.C.

57 Washington Ave

G & J Financial Services

150 Monument Road, Suite 207
Bala Cynwyd

Gabriel N. Preston & Associates, P. C.

310 North High Street
West Chester

Gina M. DeFlavia CPA, LLC

125 Bartholomew Road
Berwyn

GREENTREE MORTGAGE CO

10005 Lincoln Drive West

Gummer Elder Law

1260 Bustleton Pike
Feasterville

Hanna McGlone & Co PC

455 S Gulph Rd
King Of Prussia

HJ Wealth Management LLC

1000 Germantown Pike
Plymouth Meeting

Hojnowski Agency LLC

1400 Chews Landing Road

Holmes & Company, LLC

210 Lake Drive East, Suite 100

Home Point Financial

380-C1 Egg Harbor Road

Housing Solutions, Inc.

8317 Childs Rd
Glenside

iBank

3090F Pullman St

Impact Talent Ventures

50 Highbridge Boulevard

Independence Financial Group, Ltd.

625 W. Ridge Pike, Bld C, Ste 103
Telford

Independence Tax Service

259 Veterans Lane
Doylestown

Innovative Payroll Services

432 Kelley Dr. Suite A

Innovative Wealth Partners LLC

333 E City Ave
Bala Cynwyd

INSURANCE QUOTES OF AMERICA

28 S 18th St
Philadelphia

IRS Tax Help Team

1201 S Beach Blvd

Janney Montgomery Scott

200 North High St.
West Chester

Jason W Thompson / ING Financial Partners

1880 John F. Kennedy Blvd.
Philadelphia

John Koziol Inc

724 Yorklyn Road; Suite 200

JRM & Associates

4920 Pennell Rd Suite 213
Aston

K and T Tax Service

1041 S. 51st St.
Philadelphia

Karat Bars International

7900 Old York Road, Apartment 209A
Elkins Park

Kevin Chou, CPA

25 S 19th St
Philadelphia

Keystone Financial Solutions PC

47 Marchwood Rd Ste 2G
Exton

KHATRI AND COMPANY, PC

6406 CASTOR AVE
Philadelphia

Lance Surety Bond Associates

4387 W Swamp Rd
Doylestown

Legacy Capitals

325 West Bridge St #455
New Hope

Legacy Capitals, LLC

174 Nassau Street

Legal Service Center LLC

830 South st
Phila

LeGault Financial Services

1244 Woodsview Dr.
Garnet Valley

Lendinero

848 Brickell Ave 603

Lost Angels International, Inc.

1170 Peachtree Street NE

MARK S ROSEMAN CPA

1003 EASTON RD
Willow Grove

MARLIN BUSINESS SVC CORP

300 FELLOWSHIP RD

Martin Financial Group

4 Independence Way

MARY ANNE BOHLINGER CPA LLC

32 West Upper Ferry Road

Masari Capitol

5 Indepence Way

Mascherino Financial

1869 Charter Ln Ste 201
Lancaster

Merrill Lynch

1200 Howard Blvd.

Mortgage Consultant Group

275 E Street Rd Ste A
Feasterville Trevose

Moseley Law, P.A.

27 S Darlington Street
West Chester

MyCreditGo

413 N Warwick Rd

MyMedicareQuotes.com

6277 Ferry Road
Doylestown

N.W. Kennedy, CPA & Associates

2233 Locust Drive
Lansdale

New Day 360

366 Main St
Bristol

New York Life Insurance

1205 West Lakes Drive
Berwyn

New York Life Insurance Company

400 Glendale Rd
Havertown

New York Life Insurance Company

555 E City Avenue
Bala Cynwyd

OPPENHEIMER & CO INC

500 OLD YORK RD
Jenkintown

PARK CITY CAPITAL INC

261 Old York Rd Ste 914
Jenkintown

Penn Guardian Investment Counsel, LLC

Two Logan Square, Suite 300
Philadelphia

Penn Rise Benefits, Inc.

772 Marshallton Thorndale Rd
West Chester

Personal Cash Advance

1000 N. West Street, Suite 1200

Personal Wealth Strategies

2277 Route 33, Suite 415

Pinnacle Financial Advisors LLC

11000 Lincoln Dr West

Pixel Millions Online

2034 S 21 Street

PNC Investments

Philadelphia

Primerica Financial Services

1840 County Line Rd #105

Princeton Mortgage Corporation

2482 Pennington Rd, Suite 1

Providence Investment Management Co

1489 Baltimore Pike
Springfield

Prudential Financial

4225 Durham Road
Ottsville

Psychic Life Coach

3713 Haddonfield Rd.

Quality Asset Recovery LLC

7 Foster Ave suite 101

Retirement-Toolbox LLC

240 Regina St
Philadelphia

RetirementMoneySecrets.com

715 E. Main St, Ste B

Robert A Slowik PA EA CFP

744 Sumter Drive
Yardley

SCOTTRADE INC

261 OLD YORK RD
Jenkintown

South Jersey Tax Services

214 W. Main Street

STEVE CLOTT CPA CFP(R) EA

2024 DARBY RD
Havertown

Superior Document Services

1609 Woodbourne Rd
Levittown

Tax Attorney Help Philadelphia

333 East Lancaster Avenue, #190
Wynnewood

Tax Pros on Demand

333 N Oxford Valley Road
Fairless Hills

Tax Resolutions, LLC

75 Street Road
Southampton

TBRE Consulting Company

132 Canterbury Ct
Oxford

TFG Wealth Management

115 Pheasant Run, Suite 114
Newtown

The 401k Rollover Store

2120 Bellemead Ave
Havertown

the cucchi group

Newtown Square

The Estate Planners Group

113 Pondview Drive
Washington Crossing

The Home Rescuers

875 Mantua Pike Suite 12

The Mutual Fund Store

484 E. Evesham Rd., Suite 5

The Mutual Fund Store

38 East Germantown Pike
East Norriton

The Mutual Fund Store

1000 N. West St.

The Philadelphia Group

150 S Warner Rd Ste 300
King Of Prussia

The Varrenti Company Inc

9 N Five Points Rd
West Chester

Tom Houghton Law

113 East Evergreen Street
West Grove

Transamerica Agency Network

701 East Gate Dr St 103

Turner Equipment Financing

P.O. Box 275
Hilltown

UBS FINANCIAL SERVICES INC

100 Overlook Ctr Ste 100

United Gold Direct

2945 Townsgate Road

Univest Bank and Trust Co.

109 N High St
West Chester

US INSURANCE SOLUTIONS INC

1110 COTTMAN AVE
Philadelphia

VNMutual Solutions Inc

1 Lincoln Centre

Wayne Campbell

Philadelphia

Wells Fargo Advisors

2240 Butler Pike Ste 300
Plymouth Meeting

Wesch Financial LLC

429 Smokepipe Road
Souderton

Woodland Debt Consolidation

1506 Chestnut Street

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