Jeff  Metz,  CFP<sup>&reg;</sup> - Financial Advisor

Jeff Metz, CFP®

MT,

RTD Financial Advisors, Inc.

30 S 17th St Ste 1620, United Plaza Bldg
Philadelphia, PA 19103

RTD Financial Advisors, Inc.

Two Bala Plaza, Suite 300
Bala Cynwyd, PA 19004
FINANCIAL ADVISOR'S WEBSITE
1-800-893-4725
(215) 557-3800

General

Jeff Metz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at RTD Financial Advisors, Inc. in Philadelphia, PA and the surrounding communities.

Financial Advisor Overview

My observation is that the highest degree of client success and life satisfaction results from having an ongoing engagement with a financial advisor. We create a safe environment for communication free of conflicts to promote supportive conversations. Our discovery focuses on what is important to the client and what provides meaning in their lives. With counseling, clients can improve their financial decision making together. The client experience is enhanced with our emphasis on communication and regular meetings. Our team of credentialed professionals provides the technical support that complements my individual counseling on key decisions related to estate distribution, current and lifelong lifestyle support, investment management, and income tax minimization for an individual, couples, and multi-generational families.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MT

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Career Change, Estate Planning, Getting Divorced, Life Planning, Retirement, Succession Planning, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources