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Patrick R. Velekei

CFP®

Specialties:

Financial Advisor serving Pennsylvania and the surrounding communities.

The Giles Financial Group

16 Commerce Dr
Wyomissing, PA 19610
(610) 373-7311 x213

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

Keith McGowan

CFP®

Managing Member

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

American Advisors LLC

4 Walnut Way
Langhorne, PA 19047
(267) 352-3392
CONNECT WITH Keith
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Gregory A. Furer

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.

Beratung Advisors

135 Technology Drive, Suite 318
Canonsburg, PA 15146

Beratung Advisors

404 Foreland Street
Pittsburgh, PA 15212
(412) 357-2002
CONNECT WITH Gregory
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Geoffrey F. Boyer

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Banking, Charitable &...More

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

Boyer Financial Group

1605 N Cedar Crest Blvd, Ste 504
Allentown, PA 18104-2355
(610) 841-3400

P. Alan Loss

CFP®, CExP

Owner/Member

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

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

Personal Wealth Advisory, LLC

630 Delp Rd, Ste 100
Lancaster, PA 17601-3035
(717) 735-1170

James R. Potoka

CFP®

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

Financial Advisor serving Pennsylvania and the surrounding communities.

Legacy Financial Services Group

100 One Oxford Valley
Langhorne, PA 19047
(800) 233-4388
(215) 702-9750

Geremy L. Hoover

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.

Janney Montgomery Scott

43 South Beeson Blvd
Uniontown, PA 15401
(800) 551-7517
(724) 425-1011
CONNECT WITH Geremy
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Fran D. DePiano

CFP®,CIMA®, MSFS

Specialties:

Financial Advisor serving Pennsylvania and the surrounding communities.

SEI Investments

706 Hutchs Way
Spring City, PA 19475
(610) 952-3229

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

Thomas M. Riddle

CPA, CFP®

President

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

Financial Advisor serving Pennsylvania and the surrounding communities.

Valley National Group

1655 Valley Center Pkwy, Ste 100
Bethlehem, PA 18017
(610) 868-9000 X 107

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

Steve DeCesare

CFP®

President

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.

DeCesare Retirement Specialists

1515 Market St, Ste 1200
Philadelphia, PA 19106

DeCesare Retirement Specialists

10000 Lincoln Dr E
Marlton, NJ 08053
CONNECT WITH Steve
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Thomas J. Belisari

CFP®, MBA

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

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

Key Financial, Inc.

1560 McDaniel Dr
West Chester, PA 19380
(610) 429-4180

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
(215) 321-9312

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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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

Yong Wang

CFP®, ChFC, CLU

Financial Advisor

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

Financial Advisor serving Pennsylvania and the surrounding communities.

USA Financial Securities

1 Oxford Valley, Ste 707
Langhorne, PA 19047
(215) 757-2535

John T. Whalen

CFP®

Vice President

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

J. D. Keith & Associates, LLC

3547 Woodbyne Rd, PO Box 198
Springtown, PA 18081
(610) 346-8550

Robert R. Thomas

CFA, CFS, AIMC, CFP®

President & Chief Executive Officer

Specialties: Investment Management, Insurance, Retirement, Stocks & Bonds

Financial Advisor serving Pennsylvania and the surrounding communities.

Vantage Investment Advisors

1375 Martin St., Suite 200
State College, PA 16803-2928
(814) 867-2050

Beth D. Lynch

CFP®

Investment Advisor

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

Financial Advisor serving Pennsylvania and the surrounding communities.

Fort Pitt Capital Group

680 Anderson Drive, Foster Plaza Ten
Pittsburgh, PA 15220
(412) 921-1822

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

208 Old Lancaster Road
Devon, PA 19333
(484) 259-1606

Stephen N. Cheifetz

CPA, CFP®

Partner

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Kades & Cheifetz LLC

Two Radnor Corporate Center, Suite 101
Radnor, PA 19087
(610) 679-9256

Richard N. Casparius

CFP®

Specialties: Comprehensive Financial Planning, Attending College

Financial Advisor serving Pennsylvania and the surrounding communities.

1995 Wyndtree Ln
Malvern, PA 19355
(484) 318-7253

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

David Sacker

CFP® ChFC® CLU®

Private Wealth Advisor

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

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

Ameriprise Financial Services, Inc.

2001 Market St, 40th Floor
Philadelphia, PA 19103
(215) 789-4963
CONNECT WITH David
  • facebook link
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Anthony R. Smith

CFP®

District Advisor

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

Financial Advisor serving Pennsylvania and the surrounding communities.

First Command Financial Services

401 E Louther, Ste 222
Carlisle, PA 17013
(717) 960-0012

Scott A. Worley

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.

Buckingham Strategic Wealth

1210 Broadcasting Rd, Suite 101
Wyomissing, PA 19610
(610) 376-8271
CONNECT WITH Scott
  • twitter link
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Michael W. DeLorey

CFP®

Investment Advisor

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

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

Prism Financial Group

225 S 4th St, #402
Philadelphia, PA 19106
(800) 774-7679

Marva L. Hardnett

CFP®, CPA, MBA

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, Inc.

600 W Germantown Pike, Ste 400
Plymouth Meeting, PA 19462
(610) 940-1720