Find a Financial Planner in
Within of
Within of

Alan J. Cohn

CFP®

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Insurance,...More

Financial Advisor serving Pennsylvania and the surrounding communities.

Sage Financial Group

300 Barr Harbor Dr, Ste 200
Conshohocken, PA 19428
(484) 342-4400

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

Jim McGowan

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.

Marshall Financial Group

33 W Court St
Doylestown, PA 18901
(215) 348-9393
CONNECT WITH Jim
  • linkedin link

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

2650 Audubon Road
Audubon, PA 19403
(215) 376-5530

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

Scott Pulsifer

CFP®, CFA

Specialties: Comprehensive Financial Planning

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

Junto Wealth

656 E Swedesford Rd., Suite 301
Wayne, PA 19087
(703) 980-3766
CONNECT WITH Scott
  • linkedin link

Patrick Carney

CFP®

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

Robert P. Hanlon, Jr.

CFP®, MSFS

Owner/Financial Consultant

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.

The Mather Group

5109 Neola Rd
Stroudsburg, PA 18360
(570) 992-1675

Carmen M. Petote

CFP®

President

Specialties: Attending College, Asset Allocation, Investment Management, Mutual Funds, Retirement,...More

Financial Advisor serving Pennsylvania and the surrounding communities.

Allegiance Financial Advisors, Inc.

202 McKnight Park Dr
Pittsburgh, PA 15237
(412) 369-7755

Norman J. Santori

CFP®, AIF, ChFC, MBA

President

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

Financial Advisor serving Pennsylvania and the surrounding communities.

Santori & Peters, Inc.

3824 Northern Pike, Ste 450
Monroeville, PA 15146
(412) 373-6904

Scott C. Butler

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.

SA Stone Wealth Mgt

25 E Center St
Nazareth, PA 18064
(610) 759-8710

Carol D. Javage

CFP®

Associate Director - Investments

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

Financial Advisor serving Pennsylvania and the surrounding communities.

Oppenheimer & Co, Inc

1341 Warner Rd
Meadowbrook, PA 19046-2545
(215) 872-5884

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

1717 Lititz Pike
Lancaster, PA 17601

Ameriprise Financial

19 Waln Street
Wellsboro, PA 16901
(717) 431-2996

David S. Waters

CFP®, ChFC, RHU, CLU

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

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

400 Market St, Ste 360
Philadelphia, PA 19106
(215) 875-8666

Amanda J. Rock

CFP®

Financial Advisor

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

Financial Advisor serving Pennsylvania and the surrounding communities.

Everence Financial Advisors

2160 Lincoln Highway E
Lancaster, PA 17602
(800) 626-1190
(717) 394-0769

David A. Emery

CFP®, CDFA

Certified 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.

The Marshall Financial Group, Inc.

33 W Court St
Doylestown, PA 18901
(215) 348-9393

George N. Luciani

CFP®

President

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Financial Advisor serving Pennsylvania and the surrounding communities.

Covered Bridge Advisors

708 Floral Vale Blvd
Yardley, PA 19067-5529
(215) 579-5760

Steven M. Zimmerman

CFP®, AIF, ChFC, CLU

President

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Annuities, Banking, Asset Allocation, Estate...More

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

MAGIS Financial Partners

800 Enterprise Rd, Suite 103
Horsham, PA 19044
(484) 367-4444

George M. Blenner

CFP®

Partner

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Summit Financial Advisors LLC

12 Penns Trail
Newtown, PA 18940
(215) 579-1005

Gary W. Boatman

CFP®

President

Specialties:

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

Boatman wealth Management, LLC

2 Eastgate Ave, Ste 5
Monessen, PA 15062-1392
(724) 684-6600

Ryan Barrett

CFP®

Senior Lead 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.

JFS Wealth Advisors

2005 S Easton Rd, Ste 200
Doylestown, PA 18901
(215) 497-5050

Vincent De Giovanni

CFP®, MBA

Financial Advisor

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Summit Financial Advisors, LLC

12 Penns Trail, Suite 351
Newtown, PA 18940

Summit Financial Advisors, LLC

5945 Corrigan Rd
Doylestown, PA 18902
(215) 500-5804

Steven J. Krzywicki, Jr.

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

Financial Advisor serving Pennsylvania and the surrounding communities.

Beacon Bridge Wealth Partners

101 W Elm St, Ste 610
Conshohocken, PA 19428
(610) 943-3117
CONNECT WITH Steven
  • facebook link
  • linkedin link

Troy C. Moyer

CPA, CFP®, PFS

Wealth Advisor

Specialties: Arbitration & Mediation, Comprehensive Financial Planning, Budget & Debt Management,...More

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Jeffrey Schulte

5 Valley Square, Suite 220
Blue Bell, PA 19422
(610) 529-8683
CONNECT WITH Troy
  • linkedin link

Sharon E. Binstok

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.

The SEB Group, Inc.

PO Box 218
Ferndale, PA 18921-0218
(610) 346-1928

Susan H. Fulginiti

CFP®, CFS, CRPC®

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

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

5001 Louise Dr, Ste 103
Mechanicsburg, PA 17055
(866) 600-1177
(717) 761-3300

Donald F. Weaver

CFP®

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

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

Ameriprise Financial Services, Inc.

3800 Market St, Ste 202
Camp Hill, PA 17011
(888) 755-2891
(717) 975-5555

Patricia M. Lampert

CFP®

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

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

Allegheny Investments, Ltd.

811 Camp Horne Rd Ste 100, Ste 100
Pittsburgh, PA 15237
(412) 334-6787

Terry L. Stouffer

CFP®

CFP

Specialties:

Financial Advisor serving Pennsylvania and the surrounding communities.

Janney Montgomery Scott, LLC

2315 N. Susquehanna Trail, Suite A
York, PA 17404

Janney Montgomery Scott, LLC

905 E Coover St
Mechanicsburg, PA 17055-3418
(717) 779-2731

Janice A. Ginsburg

CFP®

First Vice President, Wealth Management

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

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

R.F. Lafferty & Co., Inc.

150 N Radnor Chester Rd, Suite F-200
Radnor, PA 19087
(877) 301-9988
(215) 582-8449