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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
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Patrick Scherer

CFP®, ChFC®

SVP & Wealth Advisor

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Compound Planning

225 Main St
Cranberry TWP, PA 16066
(585) 580-3545
CONNECT WITH Patrick
  • linkedin link

Alan Rhode

CFP®, CPWA®, CEPA®

US Top 100 Financial Advisor | Founder & CEO | Private 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.

Modern Wealth

730 PENLLYN BLUE BELL PIKE
Blue Bell, PA 19422-1651
(888) 692-3897
CONNECT WITH Alan
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Brody Nesemann

CFP®, MSPFP

Wealth Planning Associate

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

Financial Advisor serving Pennsylvania and the surrounding communities.

The Haverford Trust Company

3 Radnor Corporate Ctr, Ste 450
Wayne, PA 19087-4580
(484) 253-6643
CONNECT WITH Brody
  • linkedin link

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
  • facebook link
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Lon K. Jury

CFP®, ChFC, CLU

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.

Ameriprise Financial Services, LLC

19 Waln Street
Wellsboro, PA 16901

Ameriprise Financial Services, LLC

1717 Lititz Pike
Lancaster, PA 17601

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

101 Lindenwood Dr, Suite 225
Malvern, PA 19355

Great Oak Wealth Management

2295 Wells Rd
Pottstown, PA 19465
CONNECT WITH Jim
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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

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
(717) 761-7626 x204

Michael A. Halvorsen

MS, CFP®, CEBS

Wealth Advisor & Managing Partner

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

MRK Wealth Advisors

68 E. Court Street
Doylestown Pa, PA 18901
(484) 214-6600
CONNECT WITH Michael
  • linkedin link

Edward M. Strogen, Jr.

CFP®

President

Specialties: Budget & Debt Management, Charitable & Planned Giving, Estate Planning, Investment...More

Financial Advisor serving Pennsylvania and the surrounding communities.

Strogen & Associates, Inc.

443 Lantern Ln
Berwyn, PA 19312
(610) 329-5202

Ralph S. Boyd, Jr.

CFP®

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

Financial Advisor serving Pennsylvania and the surrounding communities.

Allegheny Financial Group, Ltd.

811 Camp Horne Rd
Pittsburgh, PA 15237
(412) 536-8069

Gary C. Sanson

CFP®, CFS, ChFC, AEP

CEO and Founding Partner

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
  • linkedin link

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

Bethany Landis

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving Pennsylvania and the surrounding communities.

Wescott Financial Advisory Group, LLC

30 S 17th St
Philadelphia, PA 19103-4196
(215) 979-1600

Kevin M. Dillon

CFP®

Regional Vice President & Branch Manager

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Mercer Advisors

100 W Matsonford rd., Ste. 4-200
Radnor, PA 19087
(610) 862-1090
CONNECT WITH Kevin
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Kenneth A. Norman

CFP®

Senior Vice President-Wealth Advisor

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Fulton Private Bank

One Penn Square, P.O. Box 4887
Lancaster, PA 17604
(717) 291-2727

David Niggel

CFP®, ChFC®, AIF®

President and CEO

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Key Wealth Partners, LLC

351 Rumford Rd
Lititz, PA 17543
(717) 283-4186

James W. Zalenka

CFP®

President

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

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

The Baran James Co.

Manor Oak Two 1910 Cochran Rd, Ste 365
Pittsburgh, PA 15220
(412) 531-1233

Sean M. Pearson

CFP®, CLU®, CMFA®

Financial Advisor

Specialties: Comprehensive Financial Planning, Investment Management, Government & Military, Insurance,...More

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

Ameriprise

1000 Germantown Pike, Ste H1
Plymouth Meeting, PA 19462-2488
(610) 897-2829
CONNECT WITH Sean
  • facebook link
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Peter Blok

CFP®

Financial 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.

Blok Financial, LLC

243 W Lincoln Hwy
Exton, PA 19341-2613
(484) 234-3300

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.

Claire Reid Wealth Advisory

100 Witmer Road, Ste. 140
Horsham, PA 190442648

Claire Reid Wealth Advisory

60 W Indian Ln
West Norriton, PA 19403-3510
(267) 463-4871

Michael A. Ptaszenski

CFP®

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.

Thrive Wealth Management, LLC

1000 Madison Ave, Ste 208
Norristown, PA 19403-2426
(215) 376-5530

Audrey Petrus

CFP®

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

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

2591 Wexford Bayne Rd, Suite 204
Sewickley, PA 15143
(724) 935-5553

Jamie C. French

CFP®, CPA

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

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

Advent Partners

214 Senate Ave, Ste 100
Camp Hill, PA 17011
(717) 525-9535

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

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

Robert A. Waskiewicz

CFP®, CPA

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Wescott Financial Advisory Group, LLC

30 S 17th Street, 4th Floor
Philadelphia, PA 19103
(215) 979-1627

Irene S. Giman

MBA, CFA, CFP®

Specialties: 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change,...More

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

RTD Financial Advisors Inc

30 S 17th St
Philadelphia, PA 19103
(856) 797-8082