Jenkintown Financial Planners

in Jenkintown, PA

117
Financial Planners are
in Jenkintown

9
Financial Planners in Jenkintown
are top rated

A
Rated by
George H.
"Pat
(owner) and
De
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
and investment accounts at one of the huge brokerage firms and found that we were a small fish in an large
. Plus, our investments were under performing the
enough that we needed to find another solution.
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
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,
'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
.
A
Rated by
Elizabeth L.
"In our first meeting with
, 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
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
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,
built a plan based on our answers to questions about our goals and risk tolerance.
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
were finished which we found really helpful. At the last meeting,
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
. He was personable and knowledgeable. We never felt rushed and
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
.
A
Rated by
JOSEPH C.
"A few years ago, we were probably a financial adviser's worst nightmare. We could only answer about half of
'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).
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
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.

Jenkintown Financial Advising Articles

Financial Advising reviews in Jenkintown

A

Rating
I have worked with
Jenkintown Financial Planners Provider Name Locked
for over 10 years. He looks at your entire financial picture in order to design a comprehensive financial plan that meets your unique needs. He is well educated and has earned a lot of credentials, he makes financial planning easy to understand, he's thorough and provides detailed analysis reports.
Jenkintown Financial Planners Provider Name Locked
is very professional, he has always gotten me a great return on my investments and I would highly recommend him.
- Susan R.
A

Rating
Jenkintown Financial Planners Provider Name Locked
was very easy to work with. His office is a long distance from my home so we handled everything via phone and email.
Jenkintown Financial Planners Provider Name Locked
provided the information I sought in a detailed manner and responded exactly when he said he would. I would be happy to use his services again in the future.
- Ryan W.
F

Rating
In early November 2013 I began looking into a Cash Balance plan to enhance my office’s profit sharing and 401k plans. I was using the Third Party Administrator (TPA) Great Lakes Pension for my 401k and I looked at two other companies The Benefit Advantage (TBA) and The Retirement Advantage (TRA). Each of the three companies gave proposals for costs associated with setting up the Cash Balance plans (CBO) and ongoing annual costs associated with running the plans. Upon receiving the quotes, it appeared that TRA was the lowest. We had numerous email correspondences about the process and on November 13th I signed a contract to proceed to set up the plans using TRA. The front page of the contract showed that I would us be executing this agreement with TRA, through their agent
Jenkintown Financial Planners Provider Name Locked
,
Jenkintown Financial Planners Provider Name Locked
the financial advisor and Great West, the fund management company.
However, on November 18 (15 days after I signed the contract),
Jenkintown Financial Planners Provider Name Locked
wrote that he was unable to get back with me sooner because he was traveling, but he needed to inform me that the fee structure that was quoted would be different than what was presented. My apologies for the lack of immediate feedback. I’m traveling this week in the UP. I understand the concern with the difference in cost between the standard and custom design. I did not present the custom pricing based on the conversations surrounding the $100k contribution goal Dr.
Jenkintown Financial Planners Provider Name Locked
expressed. I do not want anyone to think that I purposely did not disclose the fees associated with the custom plan design. With that said, I have reached out to actuarial partner,
Jenkintown Financial Planners Provider Name Locked
, Inc. to discuss the reasons surrounding fees and if there is anything we can do to accommodate Dr.
Jenkintown Financial Planners Provider Name Locked
. Please see his email below and the attached marketing piece that discusses Standard v. Custom designs. I will follow up with a revised proposal that illustrates the $3000 set up and annuals of $4200. I hope the decision is to continue to partner with The Retirement Advantage and Great West. If I can be of further assistance or additional information is required, please do not hesitate to contact me directly.

Regards,

Jenkintown Financial Planners Provider Name Locked


He attempted to explain that their actuarial partner,
Jenkintown Financial Planners Provider Name Locked
set their fees differently for different types of plans. I had my office manager tell
Jenkintown Financial Planners Provider Name Locked
to hold off on processing our plans through TRA until we had more clarity about what appeared to be a Bait and Switch. Then, in early December
Jenkintown Financial Planners Provider Name Locked
notified me that since
Jenkintown Financial Planners Provider Name Locked
would be calculating the actuary tables, they would also have to manage the funds within their own proprietary funds. That is, we would not be able to use Great West. Understand that the fees associated with
Jenkintown Financial Planners Provider Name Locked
funds are exorbitant and the company is poorly rated. So, we would have to pay more to have the plan managed as well as pay more for each fund within the plan and endure much higher risks.

I would think that since the original contract is signed between a specific set of parties, and that one of those parties, namely Great West was disqualified by TRA, the original contract, dated November 3rd would be
Jenkintown Financial Planners Provider Name Locked
and void.
Regardless, TRA sent me to collections to obtain $3,500 for their services even though they will not be handing any of my moneys.


- Michael F.
A

Rating
My husband was arrested for having drugs in the car with him. He was arrested and taken to the Van Nuys City Jail in the Valley. I called the Jail to find out what it took to get him out of jail before he had to go to work in the morning. When the jail employee told me the bail bond was $20,000 I almost cried. Then I did some research and called
Jenkintown Financial Planners Provider Name Locked
across the street from the Van Nuys city jail. And a very kind bail agent was able to calm me down and walk me through the entire bail bonds process. She was patient and very understanding. She was able to inform me that just because the bail bonds is set at $20,000 does not mean that is my only option. The bondsmen told me that they would be able to get him out of jail within 4 hours, and he would make it to work. But in order to do that I would need to pay the bail bonds company 10% of the set bail. In my case the 10% fee was $2,000. I agreed to go ahead and start the application and get my husband out of this nasty jail house thanks to
Jenkintown Financial Planners Provider Name Locked
agents.
- Gayane K.
A

Rating
It went well. He put me in a couple of different reputable financial products. I invested some with an annuity for long term goals and in a gas/oil product for my short term goals. I'm very pleased with his knowledge and ability to call back.
- Abraham O.
N

Rating
Jenkintown Financial Planners Provider Name Locked
. (
Jenkintown Financial Planners Provider Name Locked
) has managed, counseled and advised my wife,
Jenkintown Financial Planners Provider Name Locked
and I in all facets of our
financial planning since about 10 years before my retirement in 1998, at age 62.
We retired to a lovely 55+ community in southern Arizona, and continue to utilize their guidance.

We regard their firm as trustworthy, and committed to the financial success of their clients.
NOTE: Cost of services is
Jenkintown Financial Planners Provider Name Locked
based on their success in managing your portfolio.


- william B.
A

Rating
T.J. showed up on time in the morning, which is important to us. I would like to also point out, more specifically, he came TO US! We loved that personal touch and going out of his way to service his clients. Everyone else we have worked with in the past has made us come into their office. Insurance and retirement is not a terribly fun thing to discuss so we loved the fact that we get to be in the comfort of our home, T.J. comes in and caters to us and our needs, and we can be more efficient with OUR time and done quicker. We loved it. Service like when doctors used to make house calls. This is not done enough nowadays.
He was very knowledgeable about his business and our needs, clear, concise, and explained every thing in a language we could understand. We were shown multiple companies so we didn't feel like we were guided down a path that wasn't best for us.
They even helped us with retirement strategies and optimizing our retirement nest egg to better suit our needs!
Jenkintown Financial Planners Provider Name Locked
was a joy to work with and for any and all retirement/Life insurance/LongTermCare insurance needs I would highly recommend.
- Doris P.
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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, PA

3 Pointe Financial

8001 Irvine Center Dr
Irvine, CA

Academy Wealth Advisers

P. O. Box 114
Penns Park, PA

Advisors Mortgage Group, LLC

1201 N. 2nd st
Philadelphia, PA

AIG Federal Savings Bank

600 N. King Street, Suite 2
Wilmington, DE

ALAN POLLACK CPA

1212 SEA GULL LN
Cherry Hill, NJ

Allegiant Group Inc

189 W Clarkston Rd Ste 1
Lake Orion, MI

Allsup Inc

300 Allsup Pl
Belleville, IL

AMCL HOME IMPROVEMENTS LLC

424 SAWYER DRIVE
Harleysville, PA

AMERICAN FEDERAL MORTGAGE CORP

1 LAUREL DR
Flanders, NJ

American Prosperity Group

532 Durham Rd
Newtown, PA

Ameriprise Financial

1717 Langhorne Newtown Rd
Langhorne, PA

AMG Legacy Planning

10100 W Sample Rd
Pompano Beach, FL

Approval Plus Mortgage

609 HAMILTON ST
Collegeville, PA

ARACOR SEARCH & ABSTRACT SERVICES

1617 JFK BLVD
Philadelphia, PA

Arlington Heritage Group, Inc.

415 Horsham Rd
Horsham, PA

Backal Pomerantz Wealth Management

425 W Rte 70
Cherry Hill, NJ

BCG Securities - Jeffrey Gardiner

600 Delran Parkway
Riverside, NJ

Bishop Associates

1235 Peoples Plaza
Newark, DE

Bliss & Company Ltd

810 Downingtown Pike
West Chester, PA

Boost Credit 101

3773 E Cherry Creek North Dr
Denver, CO

BURKE LAWTON BREWER & BURKE

516 N BETHLEHEM PIKE
Ambler, PA

Cape Investment Management

502 Washington Ave. Suite 600
Towson, MD

Capitol Benefits LLC

220 Main Street
Gaithersburg, MD

Capitol Title Loans

772 Pulaski Highway
Bear, DE

CareOne Debt Relief Services

8930 Stanford Blvd
Columbia, MD

CashAdvancer

1735 Market Street
Philadelphia, PA

Central Lending Services Inc

668 Woodbourne Rd Ste 104
Langhorne, PA

CIMINERA ADVISORS LLC

755 Monroe Street
Media, PA

Common Wealth Investment LLC

PO Box 16010
Louisville, KY

Commonwealth IRS Tax Advisors

1300 South Columbus Blvd
Philadelphia, PA

Credit Repair Philadelphia

1619-1623 Walnut St
Philadelphia, Pe

Davis CPA Group

20 N White Horse Pike
Clementon, NJ

Dedicated Investment Advisers, LLC

2024 Darby Rd
Havertown, PA

DIAMOND STATE FINANCIAL GROUP

121 Continental Dr Ste 110
Newark, DE

Draves & Associates, Inc.

P.O. Box 34
Gilbertsville, PA

Edelman Wealth Management Group, Inc.

777 Township Line Road, Suite 190
Morrisville, Pa

Edit Your Credit, LLC

117 W Gay Street, Suite 216
West Chester, PA

EDWARD JONES

8640 GERMANTOWN AVE
Philadelphia, PA

Expedite One Consultancy, LLC

11 Greene Drive
Princeton Junction, NJ

Farmers Insurance

645 E. Butler Ave
New Britain, PA

Financial Independence Planning

275 East St Rd Suite 1 Second Floor
Feasterville Trevose, PA

Free Stock Option Picks

Waterford Works, NJ

Freedom Credit Union

626 Jacksonville Road, Suite 250
Warminster, PA

Freyman CPA, P.C.

40 Exchange Place
New York, NY

Gabriel N. Preston & Associates, P. C.

310 North High Street
Wast Chester, PA

Gina M. DeFlavia CPA, LLC

125 Bartholomew Road
Berwyn, PA

GREENTREE MORTGAGE CO

10005 Lincoln Drive West
Marlton, NJ

Hanna McGlone & Co PC

455 S Gulph Rd
King Of Prussia, PA

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.
Elkhorn, NE

HJ Wealth Management LLC

1000 Germantown Pike
Plymouth Meeting, PA

Housing Solutions, Inc.

8317 Childs Rd
Glenside, PA

iBank

3090F Pullman St
Costa Mesa, CA

Independence Financial Group, Ltd.

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

Independence Tax Service

259 Veterans Lane
Doylestown, PA

Innovative Wealth Partners LLC

333 E City Ave
Bala Cynwyd, PA

INSURANCE QUOTES OF AMERICA

28 S 18th St
Philadelphia, PA

Invest In Your Debt

8005 Eva Dean Circle
Austin, TX

IRS Tax Help Team

1201 S Beach Blvd
La Habra, CA

Justice and Associates LLC

6655 W Sahara Ave
Las Vegas, NV

Keystone Financial Solutions PC

47 Marchwood Rd Ste 2G
Exton, PA

Lowell, Blake & Associates

141 Tremont Street
Boston, MA

Lynn, Gottschalk & Company, LLC

150 Monument Road
Bala Cynwyd, PA

Marchand & Co CPA's PC

2003 Southern Blvd SE
Rio Rancho, NM

MARLIN BUSINESS SVC CORP

300 FELLOWSHIP RD
Mount Laurel, NJ

Martin Financial Group

4 Independence Way
Princeton, NJ

MARY ANNE BOHLINGER CPA LLC

32 West Upper Ferry Road
Ewing, NJ

Masari Capitol

5 Indepence Way
Princeton Junction, NJ

Mascherino Financial

1869 Charter Ln Ste 201
Lancaster, PA

Mortgage Consultant Group

275 E Street Rd Ste A
Feasterville Trevose, PA

MyMedicareQuotes.com

6277 Ferry Road
Doylestown, PA

New York Life Insurance Company

400 Glendale Rd
Havertown, PA

OPPENHEIMER & CO INC

500 OLD YORK RD
Jenkintown, PA

Palouse Credit Consulting

801 Ringo Rd.
Palouse, WA

PARK CITY CAPITAL INC

261 Old York Rd Ste 914
Jenkintown, PA

Personal Cash Advance

1000 N. West Street, Suite 1200
Wilmington, DE

Personalized Resource Services LLC

1654 Hollyhock Cir
Malvern, PA

Pinnacle Financial Advisors LLC

11000 Lincoln Dr West
Marlton, NJ

PNC Investments

Philadelphia, PA

Primerica Financial Services

9 Brookstone Dr,
Sicklerville, NJ

Primerica Financial Services

1840 County Line Rd #105
Huntingdon Valley, Pa

Providence Investment Management Co

1489 Baltimore Pike
Springfield, PA

RetirementMoneySecrets.com

715 E. Main St, Ste B
Moorestown, NJ

Rob Sagedy

118 Farmington Rd
Cherry Hill, NJ

Robert A Slowik PA EA CFP

744 Sumter Drive
Yardley, PA

S P Johnson Group

293 Mulberry St
Buffalo, NY

SCOTTRADE INC

261 OLD YORK RD
Jenkintown, PA

South Jersey Tax Services

214 W. Main Street
Moorestown, NJ

Southern Trust Financial Services LLC

3450 Founders Club Drive
Sarasota, FL

STEVE CLOTT CPA CFP(R) EA

2024 DARBY RD
Havertown, PA

Superior Credit Soultions

216 linden ave
Oaklyn, NJ

Tax Attorney Help Philadelphia

333 East Lancaster Avenue, #190
Wynnewood, PA

Tax Pros on Demand

333 N Oxford Valley Road
Fairless Hills, PA

Tax Resolutions, LLC

75 Street Rd
Southampton, PA

TBRE Consulting Company

132 Canterbury Ct
Oxford, PA

The 401k Rollover Store

2120 Bellemead Ave
Havertown, PA

the cucchi group

Newtown Square, PA

The Home Rescuers

875 Mantua Pike Suite 12
Woodbury, nj

The Main Street Group

4510 Cox Road
Glen Allen, VA

The Philadelphia Group

150 S Warner Rd Ste 300
King Of Prussia, PA

The Varrenti Company Inc

9 N Five Points Rd
West Chester, PA

Trinity Wealth Management, LLC

1060 First Avenue
King Of Prussia, PA

Turner Equipment Financing

P.O. Box 275
Hilltown, PA

UBS FINANCIAL SERVICES INC

100 Overlook Ctr Ste 100
Princeton, NJ

United Gold Direct

2945 Townsgate Road
Westlake Village, CA

VERITAS STRATEGIES

18 North Main Street
Doylestown, PA

Wayne Campbell

Philadelphia, PA

Wells Fargo Advisors

2240 Butler Pike Ste 300
Plymouth Meeting, PA

Woodland Debt Consolidation

1506 Chestnut Street
Philadelphia, Pe

www.toohnetwork.com

1235 cayuga street
Vineland, NJ
Jenkintown Zip Codes

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