Jenkintown Financial Planners

in Jenkintown, PA

116
Financial Planners are
in Jenkintown

11
Financial Planners in Jenkintown
are top rated

N
Rated by
Lauren B.
"When you look for help managing your estate, you want to feel safe in sharing financial information.
and Kaeri of
, are honest and have" only your best interest at heart. They guide you step-by-step through the pitfalls of passing wealth to the next generation. They communicate on a regular basis, informing you of income tax changes that may affect you, they advise you of more beneficial investment vehicles to save/grow your hard earned dollars, and ways of handling IRAs and 401K withdrawals. They've saved us money in income tax fees and have given us a feeling of security which is priceless.
A
Rated by
Ken H.
"I've had other investment advisers before but her knowledge exceeded any of them that I had before. I have a little bit of knowledge of it myself but hers was very good. The price" was great. I'm already scheduling another appointment with them.
N
Rated by
Caesar E.
"They walked me through the whole process. First meeting and gathering information Completing all documents, making corrections if needed Filing all documents Keeping me fully updated" on dates or any changes The are the firm I would go to first as well as refer any family or friends to
Firm's incredible team.

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Financial Advising reviews in Jenkintown

A

Rating
He has done our taxes and we are thinking of him doing our financial planning. He does a really good job. He listens to you and he is friendly. He is conscientious. If you do not get your taxes in by a certain day then it can be done by April 15th. It concided with people who send in docuemts in the last minutes. I like him and I can always rely on him to do what he says he is going to do.
- Sharon J.
N

Rating
They were very professional and helpful explaining every step of the way.I'm so happy with the whole
Jenkintown Financial Planners Provider Name Locked
team that they now do all of my bookkeeping for my company and handle my taxes. I highly recommend them.
- casey S.
N

Rating
Many initial meetings to gather financial information. They also sell annuity and insurance products just like most financial consultants. They want to sell you something. All follow up meetings and reports are charged on an hourly basis and can cost over $1,000 a year if you have quarterly meetings which can get quite expensive.
- Patricia B.
F

Rating
Never put request in expedited request and then tried to put in second request. They refused. Would NEVER use again. Asked for name of office manager and was told that they did not have information. Called back and was given manager's name. don't trust them with your money if they can't handle request to send statements!
- Laurie S.
A

Rating
Pat
Jenkintown Financial Planners Provider Name Locked
(owner) and
Jenkintown Financial Planners Provider Name Locked
De
Jenkintown Financial Planners Provider Name Locked
met with my wife and I initially for for almost two hours to get to know us and understand our financials needs and objectives. I am close to retirement (my wife will retire in 3 years), and we wanted to find an investment advisor that would get to know us personally and work our whole financial plan, not just offer stocks and bonds advice. We had our
Jenkintown Financial Planners Provider Name Locked
and investment accounts at one of the huge brokerage firms and found that we were a small fish in an large
Jenkintown Financial Planners Provider Name Locked
. Plus, our investments were under performing the
Jenkintown Financial Planners Provider Name Locked
enough that we needed to find another solution.
Jenkintown Financial Planners Provider Name Locked
is the solution for us. They are a small company that provides personal service. They are all CPA's in addition to being financial planners, which made us more confident. Pat
Jenkintown Financial Planners Provider Name Locked
has been in the financial management business for 25+ years, and has a mission to provide holistic financial planning tailored to an individual's needs, not just stock picking advice. They have helped us understand approaches and strategies for life insurance, social security, retirement cash flow, 401(k)'s,
Jenkintown Financial Planners Provider Name Locked
's and regular investments. They created a comprehensive financial plan for us, explained it in great detail, outlined the risks, and showed us what our financial future would look like. We are so happy that we found an advisory firm that really cares about us and takes the time and interest to get to know us, our risk tolerance, and our needs. I would not hesitate to refer any of my family or friends to
Jenkintown Financial Planners Provider Name Locked
.
- George H.
A

Rating
In our first meeting with
Jenkintown Financial Planners Provider Name Locked
, he described the process and the expected outcome and we left with a list of information we needed to bring to the next meeting. We thought we brought all the requested info to the next meeting but as
Jenkintown Financial Planners Provider Name Locked
systematically walked through our assets, workplace benefits,and liabilities, we discovered a few things we had forgotten we had. Those forgotten assets more than covered the cost of the service! Also, as
Jenkintown Financial Planners Provider Name Locked
reviewed our documents, he gave us a better idea of exactly what we had and how the benefits worked while giving us advice along the way of how to maximize those benefits. After all the information was collected,
Jenkintown Financial Planners Provider Name Locked
built a plan based on our answers to questions about our goals and risk tolerance.
Jenkintown Financial Planners Provider Name Locked
walked through a great tool where you can change assumptions and see your expected outcome and probability of success. We even had access to that tool after our meetings with
Jenkintown Financial Planners Provider Name Locked
were finished which we found really helpful. At the last meeting,
Jenkintown Financial Planners Provider Name Locked
summarized what we had discussed in the previous meetings and repeated the advice he shared along the way. He then walked us through various investments and insurance products and explained the pros and cons of each. We were very pleased with our interactions with
Jenkintown Financial Planners Provider Name Locked
. He was personable and knowledgeable. We never felt rushed and
Jenkintown Financial Planners Provider Name Locked
patiently answered all our questions even though we had paid a flat fee so he should have wanted to cut our meetings short! We feel like we learned a lot and were glad we spent the time and money. We would enthusiastically recommend
Jenkintown Financial Planners Provider Name Locked
.
- Elizabeth L.
A

Rating
A few years ago, we were probably a financial adviser's worst nightmare. We could only answer about half of
Jenkintown Financial Planners Provider Name Locked
's questions as far as where all our money was (many items had been moved, plus we had just physically moved houses and misplaced many documents in the process).
Jenkintown Financial Planners Provider Name Locked
patiently walked us through establishing a baseline for what a healthy financial plan looks like today, and what we needed to to to prepare for our future. Within a few weeks, we went from only knowing where about 75% of our money was and should be, to knowing where every penny was and watched our portfolio grow.
He's very versed in the myriad of options available, and was able to provide
Jenkintown Financial Planners Provider Name Locked
advice for not only managing our own finances, but how to do that in the context of owning our own small business.
He is always professional, unbiased, and responsive to inquiries.
- JOSEPH C.

All Financial Planners 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

3 Pointe Financial

8001 Irvine Center Dr

Academy Wealth Advisers

P. O. Box 114
Penns Park

Advisors Mortgage Group, LLC

1201 N. 2nd st
Philadelphia

AIG Federal Savings Bank

600 N. King Street, Suite 2

ALAN POLLACK CPA

1212 SEA GULL LN

Allegiant Group Inc

189 W Clarkston Rd Ste 1

Allsup Inc

300 Allsup Pl

AMCL HOME IMPROVEMENTS LLC

424 SAWYER DRIVE
Harleysville

American Prosperity Group

532 Durham Rd
Newtown

Ameriprise Financial

1717 Langhorne Newtown Rd
Langhorne

AMG Legacy Planning

10100 W Sample Rd

Approval Plus Mortgage

609 HAMILTON ST
Collegeville

ARACOR SEARCH & ABSTRACT SERVICES

1617 JFK BLVD
Philadelphia

Bliss & Company Ltd

810 Downingtown Pike
West Chester

Boost Credit 101

3773 E Cherry Creek N Dr

BURKE LAWTON BREWER & BURKE

516 N BETHLEHEM PIKE
Ambler

Cape Investment Management

502 Washington Ave. Suite 600

Capitol Benefits LLC

220 Main Street

Capitol Title Loans

772 Pulaski Highway

CashAdvancer

1735 Market Street
Philadelphia

Central Lending Services Inc

668 Woodbourne Rd Ste 104
Langhorne

CIMINERA ADVISORS LLC

755 Monroe Street
Media

Commonwealth IRS Tax Advisors

1300 South Columbus Blvd
Philadelphia

Credit Repair Philadelphia

1619-1623 Walnut St

Davis CPA Group

20 N White Horse Pike

Dedicated Investment Advisers, LLC

2024 Darby Rd
Havertown

DIAMOND STATE FINANCIAL GROUP

121 Continental Dr Ste 110

Draves & Associates, Inc.

P.O. Box 34
Gilbertsville

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

Farmers Insurance

645 E. Butler Ave
New Britain

Financial Independence Planning

275 East St Rd Suite 1 Second Floor
Feasterville Trevose

Freedom Credit Union

626 Jacksonville Road, Suite 250
Warminster

Freyman CPA, P.C.

40 Exchange Place

Gina M. DeFlavia CPA, LLC

125 Bartholomew Road
Berwyn

GREENTREE MORTGAGE CO

10005 Lincoln Drive West

Hanna McGlone & Co PC

455 S Gulph Rd
King Of Prussia

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

HJ Wealth Management LLC

1000 Germantown Pike
Plymouth Meeting

Housing Solutions, Inc.

8317 Childs Rd
Glenside

iBank

3090F Pullman St

Independence Financial Group, Ltd.

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

Independence Tax Service

259 Veterans Lane
Doylestown

Innovative Wealth Partners LLC

333 E City Ave
Bala Cynwyd

INSURANCE QUOTES OF AMERICA

28 S 18th St
Philadelphia

Invest In Your Debt

8005 Eva Dean Circle

IRS Tax Help Team

1201 S Beach Blvd

Keystone Financial Solutions PC

47 Marchwood Rd Ste 2G
Exton

Lowell, Blake & Associates

141 Tremont Street

Lynn, Gottschalk & Company, LLC

150 Monument Road
Bala Cynwyd

Marchand & Co CPA's PC

2003 Southern Blvd SE

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

Mortgage Consultant Group

275 E Street Rd Ste A
Feasterville Trevose

MyMedicareQuotes.com

6277 Ferry Road
Doylestown

New York Life Insurance Company

400 Glendale Rd
Havertown

OPPENHEIMER & CO INC

500 OLD YORK RD
Jenkintown

PARK CITY CAPITAL INC

261 Old York Rd Ste 914
Jenkintown

Personal Cash Advance

1000 N. West Street, Suite 1200

Personalized Resource Services LLC

1654 Hollyhock Cir
Malvern

Providence Investment Management Co

1489 Baltimore Pike
Springfield

RetirementMoneySecrets.com

715 E. Main St, Ste B

Rob Sagedy

118 Farmington Rd

Robert A Slowik PA EA CFP

744 Sumter Drive
Yardley

S P Johnson Group

2025 Delaware Ave

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

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 Rd
Southampton

TBRE Consulting Company

132 Canterbury Ct
Oxford

The 401k Rollover Store

2120 Bellemead Ave
Havertown

the cucchi group

Newtown Square

The Home Rescuers

875 Mantua Pike Suite 12

The Philadelphia Group

150 S Warner Rd Ste 300
King Of Prussia

The Varrenti Company Inc

9 N Five Points Rd
West Chester

Trinity Wealth Management, LLC

1060 First Avenue
King Of Prussia

Turner Equipment Financing

P.O. Box 275
Hilltown

UBS FINANCIAL SERVICES INC

100 Overlook Ctr Ste 100

United Gold Direct

2945 Townsgate Road

VERITAS STRATEGIES

18 North Main Street
Doylestown

Wayne Campbell

Philadelphia

Wells Fargo Advisors

2240 Butler Pike Ste 300
Plymouth Meeting

Woodland Debt Consolidation

1506 Chestnut Street

www.toohnetwork.com

1235 cayuga street
Jenkintown Zip Codes

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