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Stephanie M. James

CFP®, MBA

Senior Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Wescott Financial Advisory Group, LLC

30 S 17th St
Philadelphia, PA 19103
(215) 979-1694

Regina M. Beatty

CFP®

Private Wealth Advisor

Specialties:

Financial Advisor serving Pennsylvania and the surrounding communities.

Mosaic Wealth Consulting

One Northgate Square, 2nd Flr
Greensburg, PA 15601
(724) 834-8100

Antonio C. Aiello

CFP®

Platinum Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset...More

Commission and Fee Financial Advisor serving Pennsylvania and the surrounding communities.

Ameriprise Financial Services, Inc.

8150 Perry Hwy, Ste 212
Pittsburgh, PA 15237
(412) 837-1050

Nicholas H. Phelps

CFP®

owner

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Retirement

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Phelps Financial Advisors

925 W College Ave
State College, PA 16801
(814) 380-0651

Kent T. Hickey

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Estate Planning, Investment...More

Commission and Fee Financial Advisor serving Pennsylvania and the surrounding communities.

Legacy Planning Partners

3440 Hamilton Blvd
Allentown, PA 18103

Legacy Planning Partners

1314 Cobbler Ln
Allentown, PA 18104
(484) 765-9100

Jim McGowan

CFP®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Marshall Financial Group

33 W Court St
Doylestown, PA 18901
(215) 348-9393
CONNECT WITH Jim
  • linkedin link

Amy J. Braun-Bostich

MSFS, CFP®, APMA®

CEO, Private Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Braun-Bostich & Associates, Inc.

1600 Ashwood Drive, Suite 1601
Canonsburg, PA 15317
CLTC, CFS®
(724) 942-2639
CONNECT WITH Amy
  • facebook link
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Patricia C. Brennan

CFP®, CFS

President

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Estate Planning...More

Financial Advisor serving Pennsylvania and the surrounding communities.

Key Financial, Inc.

1045 A Andrew Drive
West Chester, PA 19380
(610) 429-9050

John F. Copper

CFP®, CLU

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Pennsylvania and the surrounding communities.

542 Sangree Rd
Pittsburgh, PA 15237
(412) 487-2755

Peter K. Hoover

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate...More

Financial Advisor serving Pennsylvania and the surrounding communities.

Hoover Financial Advisors, P.C.

112 Moores Rd, Ste 100
Malvern, PA 19355
(610) 651-2777

Eric A. Huck

CFP®

Vice President

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Commission and Fee Financial Advisor serving Pennsylvania and the surrounding communities.

BAR Financial LLC

5 Kacey Ct, Ste 101
Mechanicsburg, PA 17055
(717) 766-4551

J. Martin Kooman

CFP®

President & Chief Executive Officer

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Banking, Charitable &...More

Commission and Fee Financial Advisor serving Pennsylvania and the surrounding communities.

Kooman & Assoc LLC

517 S Logan Blvd
Altoona, PA 16602
(814) 941-4800
CONNECT WITH J. Martin
  • linkedin link

Daniel P. Morrissey

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Financial Advisor serving Pennsylvania and the surrounding communities.

Heartland Wealth Advisors

1536 Cornwall Rd
Lebanon, PA 17042-7403
(717) 270-6937
CONNECT WITH Daniel
  • facebook link

Robert O. Smith

MS, CFP®, CLTC

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Pennsylvania and the surrounding communities.

Comprehensive Financial Advisers

561 Exton Commons
Exton, PA 19341
(610) 524-9761

Karen A. Stollar

CFP®

SVP, Senior Wealth Strategist

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Pennsylvania and the surrounding communities.

PNC Hawthorn

300 Fifth Avenue, PNC Tower, 27th Floor
Pittsburgh, PA 15222
(412) 762-6322

Robert L. Chess

CFP®, CFS, CSA, RFC

President

Specialties: Comprehensive Financial Planning, Annuities, Estate Planning, Investment Management,...More

Commission and Fee Financial Advisor serving Pennsylvania and the surrounding communities.

Estate Solution Planners Inc.

8331 Edinboro Rd, Ste 1
Erie, PA 16509-1316
(888) 686-0984
(814) 864-0984

James H. White

CFP®, EA, MBA

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

J H White Financial

101 Lindenwood Dr, Suite 225
Malvern, PA 19355

J H White Financial

2295 Wells Rd
Pottstown, PA 19465
CONNECT WITH James
  • facebook link
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  • linkedin link

Jeramy E. Genaway

CFA®, CFP®

Senior Investment Advisor

Specialties: Comprehensive Financial Planning, Attending College, Business Taxes, Investment Management...More

Financial Advisor serving Pennsylvania and the surrounding communities.

Hawthorn, PNC Family Wealth

503 Ten Point Lane
Cranberry Township, PA 16066

Hawthorn, PNC Family Wealth

300 Fifth Avenue
Pittsburgh, PA 15222

Robert C. Jazwinski

CPA/PFS, CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Pennsylvania and the surrounding communities.

JFS Wealth Advisors, LLC

1479 N Hermitage Rd
Hermitage, PA 16148-3106
(724) 962-3200

Sarvey G. Canella

CFP®, MBA

Senior Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Pennsylvania and the surrounding communities.

Canella Financial Group

1150 Thorn Run Rd, Ste 102
Moon Township, PA 15108-3102
(412) 262-1040
CONNECT WITH Sarvey
  • facebook link
  • twitter link
  • linkedin link

David S. Waters

CFP®, ChFC, RHU, CLU

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Commission and Fee Financial Advisor serving Pennsylvania and the surrounding communities.

400 Market St, Ste 360
Philadelphia, PA 19106
(215) 875-8666

Thomas J. Bird, Jr.

CFP®, LLM

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Financial Advisor serving Pennsylvania and the surrounding communities.

Bird & Wiegand Financial Services

290 King of Prussia Rd, Bldg 1-204
Radnor, PA 19087
(610) 341-1770

Edward M. Strogen, Jr.

CFP®

President

Specialties: Budget & Debt Management, Charitable & Planned Giving, Estate Planning, Investment...More

Financial Advisor serving Pennsylvania and the surrounding communities.

Strogen & Associates, Inc.

443 Lantern Ln
Berwyn, PA 19312
(610) 329-5202

William J. Christy

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving Pennsylvania and the surrounding communities.

The Glenmede Trust Company, N.A.

1650 Market Street, Ste 1200
Philadelphia, PA 19103-7391
(215) 419-6919

Daniel J. Esquirell

CFP®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Banking,...More

Financial Advisor serving Pennsylvania and the surrounding communities.

Asset Planning Services, Ltd.

162 Main Street, P.O. Box 164
Harleysville, PA 19438
(215) 256-4600 x202

Charles M. O'Neill

CFP®, ChFC, CFS

Specialties: Banking, Investment Management

Financial Advisor serving Pennsylvania and the surrounding communities.

PNC Wealth Management

200 W Lancaster Ave, Ste 200
Wayne, PA 19087
(610) 254-5515

Jeffrey A. Sprowles

CFP®

Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Financial Advisor serving Pennsylvania and the surrounding communities.

Jeff Sprowles and Associates LLC

945 Langhorne Yardley Rd
Langhorne, PA 19047-1368
(215) 310-9693

Marc J. Lowenberg

MBA, CFP®, ChFC

Financial Advisor

Specialties: Comprehensive Financial Planning, Annuities, Asset Allocation, Investment Management,...More

Commission and Fee Financial Advisor serving Pennsylvania and the surrounding communities.

Lowenberg Wealth Management

208 Old Lancaster Road
Devon, PA 19333
(484) 259-1606

Victoria A. Rogers

CFP®

Specialties:

Financial Advisor serving Pennsylvania and the surrounding communities.

Schneider Downs Wealth Management Advisors, L.P.

One PPG Place, Suite 1700
Pittsburgh, PA 15222
(412) 697-5388