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Ryan Kelly

CFP® CRPC® AIF® EA

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.

Aries Financial Navigators

201 Rock Lititz Blvd, Suite 25
Lititz, PA 17543
(717) 799-4399
CONNECT WITH Ryan
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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

Diana L. Mohn

CFP®

Vice President

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

Financial Advisor serving Pennsylvania and the surrounding communities.

Financial Advisory Group

45 Wyntre Brooke Dr
York, PA 17403
(877) 741-3665

Brooke S. Petersen

CFP®, ChFC®

Investment Consultant

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Conrad Siegel Investment Advisors

201 Granite Run Dr, Suite 130
Lancaster, PA 17601
(717) 727-7500
CONNECT WITH Brooke
  • linkedin link

Henry W. Fox, Jr.

CFP®, ChFC®, RICP®

Financial Planner

Specialties:

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Blue Bell Private Wealth Management

Blue Bell Private Wealth Management, 470 Norristown Road, Suite 305
Blue Bell, PA 19422-2322
(888) 425-8323
(610) 825-3540

Richard Elias

CFP®, AWMA®

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

Felipe Castaneda

CFP®

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

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

Sage Financial LLC

2137 Embassy Dr, Ste 117
Lancaster, PA 17603
(717) 399-5455

Robert Fragasso

CFP®

CEO

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

Financial Advisor serving Pennsylvania and the surrounding communities.

Fragasso Financial Advisors

610 Smithfield St, Ste 400
Pittsburgh, PA 15222
(412) 227-3220

Terry J. Siman

JD, CFP®

Managing Director

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

United Capital Private Wealth Counseling

736 Lower State Rd, Bldg A
North Wales, PA 19454-1302
(800) 643-5655
(215) 643-5600

Gregory A. Furer

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.

Beratung Advisors

404 Foreland Street
Pittsburgh, PA 15212

Beratung Advisors

135 Technology Drive
Canonsburg, PA 15317
CONNECT WITH Gregory
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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
CONNECT WITH Nicholas
  • linkedin link

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

Robert P. Choiniere

CFP®

President

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Plans to Prosper, LLC

109 Gateway Avenue, Suite 201
Wexford, PA 15090
(724) 935-5553

Gregory K. Richards

CFP®, J.D., CPA

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

Financial Advisor serving Pennsylvania and the surrounding communities.

Hershey Wealth Advisors, LLC

11 East Chocolate Avenue, Suite 201
Hershey, PA 17033
(717) 533-0656

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
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Jacqueline L. Powell

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.

Jacqueline L. Powell & Associates, Inc.

43A Brookwood Ave, Ste 6
Carlisle, PA 17015
(717) 258-0751

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

Tari K. Trowbridge

CFP®, CLU, MBA

Financial Consultant

Specialties: Budget & Debt Management, Attending College, Annuities, Career Change, Employee Benefits,...More

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

Trowbridge & Co Wealth Management Group

2 Washington St
Towanda, PA 18848-1633
(570) 995-6700
CONNECT WITH Tari
  • facebook link
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Beth D. Lynch

CFP®

Investment Advisor

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Fort Pitt Capital Group

680 Anderson Drive, Foster Plaza Ten
Pittsburgh, PA 15220
(412) 921-1822
CONNECT WITH Beth
  • facebook link
  • linkedin link

A. Rhodes Wilson

CFP®, EA,MBA,ChFC

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

Financial Advisor serving Pennsylvania and the surrounding communities.

A. Rhodes Wilson

99 Lantern Drive, Suite 201B
Doylestown, PA 18901
(215) 766-8500

Steven A. Rose

CFP®

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

Financial Advisor serving Pennsylvania and the surrounding communities.

7800 Allentown Blvd, No B 2
Harrisburg, PA 17112
(717) 652-5205

Michael Ippoliti

MBA, CFP®

Vice President & Financial Advisor

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Valley National Financial Advisors

1655 Valley Center Pkwy, Ste 100
Bethlehem, PA 18017
(800) 383-8297 x104
(610) 868-9000

Michael S. Helveston

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

Victoria A. Rogers

CFP®

Specialties:

Financial Advisor serving Pennsylvania and the surrounding communities.

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

David A. Burd

CFP®

Managing Director

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

TGS Financial Advisors

Radnor Financial Center, 170 N. Radnor Chester Rd, Ste 110
Wayne, PA 19087
(610) 892-9900

Barry Cox

CFP®

Owner

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

Financial Advisor serving Pennsylvania and the surrounding communities.

Rivertech Tax Preparation, LLC

26 S 27th Street, PO Box 4274
Pittsburgh, PA 15203
(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

Charles C. Weeks, Jr.

JD, CFP®

Founding Partner

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

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

Barrister

1515 Market Street, Suite 1050
Philadelphia, PA 19102
(800) 465-8140
CONNECT WITH Charles
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  • youtube link

Patrick R. Velekei

CFP®

Specialties:

Financial Advisor serving Pennsylvania and the surrounding communities.

Velekei Giles Financial Advisors

955 Penn Avenue
Wyomissing, PA 19610
(610) 373-7311