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Grant Rawdin

JD, CFP®

Founder & CEO

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Wescott Financial Advisory Group, LLC

30 S 17th St
Philadelphia, PA 19103
(215) 979-1600

Michael Hartman

CFP®, RICP®

Founder & Financial Planner

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Hyperion Financial

20 W Lancaster Ave, Ste 3
Reading, PA 19607-1885
(484) 578-9152
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Nicholas Paolo Pileggi

CFP®

Senior 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.

Marshall Financial Group

33 W Court St
Doylestown, PA 18901
(215) 348-9393
CONNECT WITH Nicholas
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Nicholas Bunio

CFP®, RMA®, CES®

Financial Advisor

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

Financial Advisor serving Pennsylvania and the surrounding communities.

Retirement Wealth Advisors

1055 Westlakes Drive, Suite 300
Berwyn, PA 19312
(484) 883-5988
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Andrew T. Gilinsky

CFP®

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

Financial Advisor serving Pennsylvania and the surrounding communities.

822 Woods End Ct
Collegeville, PA 19426
(610) 354-9275

Donald A. McDade

CFP®, ChFC, CRPC

Private Wealth Advisor

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

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

Mosaic Wealth Consulting

7467 State Route 22
New Alexandria, PA 15670
(724) 668-7900

Samuel D. Kramer

CFP®, CPA

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

Financial Advisor serving Pennsylvania and the surrounding communities.

Kramer Fiduciary Services

1500 Ardmore Blvd, Ste 205
Pittsburgh, PA 15221
(412) 351-2150

Jeff Metz

MT, CFP®

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

RTD Financial Advisors Inc

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

RTD Financial Advisors Inc

Two Bala Plaza
Bala Cynwyd, PA 19004
1-800-893-4725
(215) 557-3800

Jonathan A. Moyer

CFP®

Wealth Advisor

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

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

Carson Wealth

215 Farm Lane
Doylestown, PA 18901
(888) 348-1099
(215) 348-1099

Laurie A. Siebert

CPA, CFP®, AEP®

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Life Planning,...More

Financial Advisor serving Pennsylvania and the surrounding communities.

Valley National Financial Advisors

1655 Valley Center Pkwy, Suite 100
Bethlehem, PA 18017
(610) 868-9000

Gary C. Sanson

CFP®, CFS, ChFC, AEP

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Career Change, Estate Planning...More

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

Financial Voyages L.L.C.

425 Main St
Harleysville, PA 19438
(215) 256-7845
CONNECT WITH Gary
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Scott E. Marshall

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.

Marshall Grezlak Financial Planning

100 Hyde Park
Doylestown, PA 18902
(267) 880-6576

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

1001 Conshohocken State Road, Suite 1-312
West Conshohocken, PA 19428
(610) 492-9198

William G. Love, Jr.

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.

RTD Financial Advisors Inc

30 S 17th St Ste 1620, United Plaza Bldg
Philadelphia, PA 19103-4009
(267) 815-1138

Thomas J. Terhaar

CFP®, ChFC®

Investment Consultant

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Conrad Siegel Investment Advisors

501 Corporate Cir
Harrisburg, PA 17110
(717) 727-7501

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

Samuel S. Stroud, Jr.

CFP®

Specialties:

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

Legacy Planning Partners

228 W Gay St
West Chester, PA 19380
(610) 719-8600

Sarah J. Amey

CFP®, CIMA®

Senior Lead Advisor

Specialties:

Financial Advisor serving Pennsylvania and the surrounding communities.

JFS Wealth Advisors, LLC

6 PPG Pl, Ste 1250
Pittsburgh, PA 15222
(412) 281-4567

Barry Cox

CFP®

Owner

Specialties: Business Taxes, Estate Planning, Retirement, Personal Taxes

Financial Advisor serving Pennsylvania and the surrounding communities.

BP Cox and Company, PLLC

406 Arcadia Court, 9370 McKnight Road
Pittsburgh, PA 15237
(724) 977-4730

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

Thomas J. Fiorelli, III

CFP®

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

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

Strategic Planning Associates, LLC

1548 Main St
Peckville, PA 18452
(570) 487-1983 x11

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

Barry A. Rucks

CFP®

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

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

Barry A. Rucks & Associates

630 Freedom Business Center Drive, Ste. 300
King of Prussia, PA 19406

Barry A. Rucks & Associates

118 South 21st Street
Philadelphia, PA 19103
(267) 463-4871

Marina Hernandez

EA, CFP®

US-Swiss Cross Border Wealth Advisor

Specialties: Comprehensive Financial Planning, Cross-border Planning, Business Taxes, Investment...More

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Dynamic Wealth Advisors dba Swiss American Wealth Advisors

508 Oak Rd
Merion Station, PA 19066
(610) 668-1829

Michael Dinan

CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Domani Wealth

2755 Century Blvd
Reading, PA 19610
(855) 855-5455
CONNECT WITH Michael
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Nancy D. McKee

CFP®

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

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

Allegheny Financial Group

811 Camp Horne Rd, Ste 100
Pittsburgh, PA 15237
(800) 899-3880
(412) 536-8023

Jeremie L. Patrick

CFP®, CRPC®

Financial Advisor

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Mutual...More

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Rodgers & Associates

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

Roselyn Wilkinson

MBA, CFP®

Registered Representative

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

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

MD&A Financial Management Co.

1001 East Entry Drive
Pittsburgh, PA 15216
(412) 571-3174

Patrick Carney

CFP®, CRPC®

Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Estate...More

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Rodgers & Associates

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

Kenneth P. Logan

CFP®

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

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

Jones Financial Group

5275 E Trindle Rd
Mechanicsburg, PA 17050
(717) 210-5720
CONNECT WITH Kenneth
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