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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

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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Landon Buzzerd

CFP®

Wealth 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.

Grant Street Asset Management, Inc.

380 Southpointe Blvd, Plaza II
Canonsburg, PA 15317
(412) 257-8060
CONNECT WITH Landon
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JOSEPH COREY HOWARD

CFP®, CFA®

Vice President and Financial Advisor

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

CAPTRUST

437 Grant Street, #450
Pittsburgh, PA 15219
(412) 499-3330
CONNECT WITH JOSEPH
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Jeffrey Kitchen

CFP®

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Banking, Buying a Home,...More

Financial Advisor serving Pennsylvania and the surrounding communities.

WSFS BANK

2100 N Line Street, Apartment H203
Lansdale, PA 19446
(267) 608-0946

William T. Heidig

CFP®

Specialties:

Financial Advisor serving Pennsylvania and the surrounding communities.

Fiscal Wise, Inc.

516 South Ave
Media, PA 19063-4015
(610) 891-7760

Benjamin Writer

CFP®

CERTIFIED FINANCIAL PLANNER® Professional

Specialties: Comprehensive Financial Planning

Financial Advisor serving Pennsylvania and the surrounding communities.

Stewardship Advisors, LLC

321 W Main St
Mount Joy, PA 17552-1219
(717) 492-4787
CONNECT WITH Benjamin
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Stu Caplan

CFP®

Senior Wealth Strategist

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Members Wealth LLC

1 S Olive St, Apt 1C
Media, PA 19063-3364
CONNECT WITH Stu
  • linkedin link

Michael W. Figurelli

CFP®

Private Wealth Advisor

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.

Ameriprise Financial Services, LLC

7018 Fair Oaks Dr
Export, PA 15632

Ameriprise Financial Services, LLC

Corporate One Office Park
Monroeville, PA 15632
(412).559-6741

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 Tara Court
Cranberry Township, PA 16066

Hawthorn, PNC Family Wealth

300 Fifth Avenue
Pittsburgh, PA 15222

Carl W. Landis

CFP®

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

Financial Advisor serving Pennsylvania and the surrounding communities.

Main Line Financial Advisors, LLC

211 E High St
Pottstown, PA 19464
(610) 323-5860

Stephen P. Wetzel

CFP®, MBA, CCM

Professor NYU

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

Financial Advisor serving Pennsylvania and the surrounding communities.

Prometheus Capital Management Corp.

30 S Main St
Yardley, PA 19067-1511
(267) 566-2705

Edward M. Gallagher, III

CFP®

Wealth Management Advisor

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

Financial Advisor serving Pennsylvania and the surrounding communities.

Northwestern Mutual Financial NetworkUS Steel Tower

600 Grant St, Ste 3550
Pittsburgh, PA 15219
(412) 288-2382

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

900 Bent Creek Blvd
Mechanicsburg, PA 17050-1860

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

Kenneth L. Eshleman

CFP®

Financial Advisor | Member Owner

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning,...More

Financial Advisor serving Pennsylvania and the surrounding communities.

Savant Wealth

1869 Charter Lane, Suite 302
Lancaster, PA 17601
(717) 393-9721

Jim 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.

Great Oak Wealth Management

2295 Wells Rd
Pottstown, PA 19465

Great Oak Wealth Management

101 Lindenwood Dr
Malvern, PA 19355
(484) 986-2002
CONNECT WITH Jim
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John J. Shimp

CFP®,CRPC®,CDFA™CLTC

Private Wealth Advisor/Managing Partner

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

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

Ameriprise Financial Services, LLC

1717 Langhorne Newtown Rd, Ste 125
Langhorne, PA 19047

Ameriprise Financial Services, LLC

168 W Ridge Pike
Limerick, PA 19468
(877) 365-7526
(267) 759-6087
CONNECT WITH John
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Donald L. Albacker

CFP®

Financial Planner

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

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

JCL Financial Group, LLC

54 Friends Ln, Ste 112
Newtown, PA 18940
(877) 772-3744
(877) 772-3744

Terry E. Lyon

CFP®

President

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

Financial Advisor serving Pennsylvania and the surrounding communities.

Breakforth Investment Management, Inc.

502 Laurel Oak Drive
Valencia, PA 16059
(412) 478-8267

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

Lisa A. Brooks

CFP®

Financial 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.

Ameriprise Financial Services, LLC

1570 Omega Drive
Pittsburgh, PA 15205
(412) 922-7700

Man-Hyung Hahn

CFP®, CPA, EA, MBA

Financial Planner

Specialties:

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
(215) 557-3800

Susan Green

JD, CFP®

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) 979-1600

Michael S. Marion

CFP®

Managing Partner - Financial Adviser

Specialties: Comprehensive Financial Planning

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

Marion Wealth Management

2790 Mosside Blvd, Ste 640
Monroeville, PA 15146
(412) 372-3849

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

Joshua Mitchell

CFP®

Financial Advisor

Specialties:

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

200 Seven Fields Blvd
Seven Fields, PA 16046
(412) 721-0843

Brooke S. Petersen

CFP®, ChFC®

Wealth 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

Catherine L. Azeles

CFP®

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Conrad Siegel Investment Advisors, Inc.

501 Corporate Circle, P.O. Box 5900
Harrisburg, PA 17110
(717) 727-7502
CONNECT WITH Catherine
  • linkedin link