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Stephen L. Cohn

CFP®

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Sage Financial Group

300 Barr Harbor Dr, Suite 200
West Conshohocken, PA 19428-2998
(484) 342-4400

David I. Lutz

CFP®

Partner

Specialties:

Financial Advisor serving Pennsylvania and the surrounding communities.

LifeGuide Financial Advisors, LLC

176 Cumberland Pkwy, Ste 202
Mechanicsburg, PA 17055
(717) 796-1700

Robin L. Russo

MBA, CFP®, CRPC®

Financial Planner

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Rodgers & Associates

2025 Litiiz Pike
Lancaster, PA 17601
(717) 560-3800

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

Anne Friedman

CFP®

Wealth Planner / Relationship Manager

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Clermont Wealth Strategies ofFulton Bank

One Penn Square, PO Box 7989
Lancaster, PA 17604
(717) 291-2522

Megan Donnelly

CFP®, ChFC, RICP

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Quabbin Advisors, LLC

2005 Robinson Close
Moosic, PA 18507
(215) 375-8407

Kristian F. Frank

CFP®, CRPC

Sr. Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking,...More

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

Merrill Lynch

1108 Kennebec Drive
Chambersburg, PA 17201
(888) 622-8790
(717) 262-4220
CONNECT WITH Kristian
  • linkedin link

Valerie E. Swan

CFP®

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

Financial Advisor serving Pennsylvania and the surrounding communities.

Allegheny Investments, Ltd.

494 2nd St
Beaver, PA 15009-2718
(724) 774-4411

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
(800) 442-5152
(814) 941-4800

Robert A. Waskiewicz

CFP®, CPA

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Wescott Financial Advisory Group, LLC

30 S 17th Street, 4th Floor
Philadelphia, PA 19103
(215) 979-1627

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

Joseph S. Codrick

CFP®

President

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

Financial Advisor serving Pennsylvania and the surrounding communities.

Chapel Hill Investment Analysts, Inc.

126 Matthews St, Suite 1600
Greensburg, PA 15601
(724) 830-2600

Peter J. LaBella

CFP®

President

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

Financial Advisor serving Pennsylvania and the surrounding communities.

FMA Advisory, Inc

1631 N Front St
Harrisburg, PA 17102
(717) 232-8850

Joseph A. Romano

CFP®

President

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

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

Romano & Romano Financial, LLC

1120 Welsh Rd, Ste 180
North Wales, PA 19454
(215) 646-1772

Derek Nowak

CFP®

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

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

Merrill Lynch

96 S George St
York, PA 17401

Barbara Glover

CFP®

Advisor

Specialties: Comprehensive Financial Planning

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

JFS Wealth Advisors, LLC

2005 South Easton Road, Suite 200
Doylestown, PA 18901

Douglas Kobak

CFP®

Senior Advisor & Principal

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

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

Main Line Group Wealth Management

439 N. Ithan Drive
Bryn Mawr, PA 19010

Main Line Group Wealth Management

One West First Avenue
Conshohocken, PA 19428
CONNECT WITH Douglas
  • linkedin link

Charles K. Clark

CFP®

Chairman

Specialties: Arbitration & Mediation, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Clark & Chamberlin LLC

603 Stanwix St, Ste 375 Two Gateway Center
Pittsburgh, PA 15222-1425
(412) 281-4666

Phyllis J. Harmon

CFP®

Chief Operating Officer

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

Financial Advisor serving Pennsylvania and the surrounding communities.

Letort Management & Trust Company

3130 Morningside Dr
Camp Hill, PA 17011
(717) 761-7626 x204

Michael A. Halvorsen

MS, CFP®, CEBS

Senior Vice President

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 St
Harleysville, PA 19438
(866) 771-2314
(215) 256-4600

Scott D. Michael

CFP®

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Domani Wealth

221 W Philadelphia St, Ste 303
York, PA 17401-2993
(855) 855-5455
(717) 846-6214

Karen B. McIntyre

CFP®

Principal, Sr. 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.

Wescott Financial Advisory Group, LLC

30 S. 17th Street
Philadelphia, PA 19103
(215) 979-1683

Stephen T. McGinn

CFP®

Specialties:

Financial Advisor serving Pennsylvania and the surrounding communities.

McGinn Financial Services

1600 Paoli Pike
Malvern, PA 19355
(610) 560-0290

Michael J. Garry

CFP®, JD, MBA

Managing Member

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Yardley Wealth Management, LLC

41 University Dr, Suite 400
Newtown, PA 18940
(877) 251-4393
(267) 573-1019
CONNECT WITH Michael
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

Charles Welde

CPA, CFP®

Specialties: Estate Planning, Investment Management, Insurance, Personal Taxes

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

The CP Welde Group

330 Kennett Pike Rt 52, Ste 201
Chadds Ford, PA 19317
(610) 388-7705

Michael B. Karwic

CFP®

Senior Financial Advisor

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

Financial Advisor serving Pennsylvania and the surrounding communities.

Iron Valley Wealth Management

161 Byers Road
Chester Springs, PA 19425
(610) 429-5355

William Z. Suplee, IV

CFA,CFP®,ChFC,AIF

President

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Structured Asset Management, Inc.

1205 Westlakes Drive, Suite 370
Berwyn, PA 19312

Structured Asset Management, Inc.

1753 S Forge Mountain Dr
Phoenixville, PA 19460
(610) 648-0700
CONNECT WITH William
  • facebook link
  • twitter link
  • linkedin link

Bethany Landis

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving Pennsylvania and the surrounding communities.

Asset Planning Services, Ltd.

PO Box 164
Harleysville, PA 18964
(215) 256-4600

Edward J. Fuchs

CFP®

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Fuchs Financial Planning

20 Miller Ave
Berwyn, PA 19312
(610) 251-9348

Daniel D. Cairns

CFP®

CFO

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

The Marshall Financial Group, Inc.

33 W Court St
Doylestown, PA 18901
(215) 348-9393