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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
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Daniel Brady

CFP®

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Planning Capital Management

1515 Market Street, Suite 1120
Philadelphia, PA 19102
(215) 709-5100

Bryan D. Dalesandro

CFP®

Director of Planning

Specialties: Comprehensive Financial Planning

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

Concentus Wealth Advisors

1000 Continental Drive, Suite 560
King of Prussia, PA 19406
(215) 360-7268
CONNECT WITH Bryan
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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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James D. Hohman

CFP®

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

Financial Advisor serving Pennsylvania and the surrounding communities.

Allegheny Financial Group Ltd.

811 Camp Horne Rd, Suite 100
Pittsburgh, PA 15237-1282
(412) 367-3880

Robert B. Holland

CFP®

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

Financial Advisor serving Pennsylvania and the surrounding communities.

The Philadelphia Group

150 S Warner Rd, Ste 300
King Of Prussia, PA 19406
(484) 381-0219

Richard Elias

CFP®

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

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

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.

J H White Financial

101 Lindenwood Dr, Suite 225
Malvern, PA 19355

J H White Financial

2295 Wells Rd
Pottstown, PA 19465
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

168 W Ridge Pike, Ste 202
Limerick, PA 19468

Ameriprise Financial

1717 Langhorne Newtown Rd
Langhorne, PA 19047
(877) 365-7526
(610) 825-4909
CONNECT WITH John
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Barbara Glover

CFP®

Advisor

Specialties: Comprehensive Financial Planning

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

JFS Wealth Advisors, LLC

2005 South Easton Road, Suite 200
Doylestown, PA 18901

Jeffrey J. Febbo

CFP®

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

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

Cetera Financial Specialists

4030 William Penn Hwy.
Easton, PA 18045-5031
(610) 252-0455

Elizabeth L. Verterano

CFP®, CRPC®

Financial Advisor

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

Financial Advisor serving Pennsylvania and the surrounding communities.

Ameriprise Financial Services, Inc.

235 Beechwood Rd, Ste 1
New Wilmington, PA 16142-1416
(724) 946-0300

Kathy Dawson Guerin

CFP®

Principal

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

Financial Advisor serving Pennsylvania and the surrounding communities.

Envision Wealth Advisors, LLC

480 Pennbrook Parkway, PO Box 786
Lansdale, PA 19446
(267) 649-7642

David B. Lafferty

CFP®

Senior Financial Advisor

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Wescott Financial Advisory Group, LLC

30 S 17th St, 4th Flr
Philadelphia, PA 19103
(215) 979-1606

William G. James

MBA, CFP®, CLU, AIF®

Managing Director - Partner

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

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

Dynasty Advisors, LLC

60 Green Street, Suite 2
Doylestown, PA 18901
(888) 284-1314

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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John D. Rea

CFP®

Owner

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Crossgate Wealth Advisors

605 Floral Vale Blvd
Yardley, PA 19067
(215) 860-2234

James A. Heisler

CFP®

Specialties: Asset Allocation, Estate Planning, Getting Divorced, Life Planning, Women's Finances

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

Heisler Hughes Financial Group, LLC

2137 Bristol Pike
Bensalem, PA 19020
(215) 332-4968
CONNECT WITH James
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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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Elizabeth Gallen Mastromarino

CFP®

Managing Director

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

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

Van Reed Wealth Management LLC

1122 Penn Ave
Reading, PA 19610
(610) 376-6334

Thomas A. Geisler, Jr.

CFP®

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

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

Thomas A. Geisler & Co., P.C.

278 Beverly Rd
Pittsburgh, PA 15216
(412) 343-4880

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
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James J. Holtzman

CFP®

Financial Advisor

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

Financial Advisor serving Pennsylvania and the surrounding communities.

Legend Financial Advisors, Inc.

5700 Corporate Dr, Ste 350
Pittsburgh, PA 15237
(412) 635-9210

James F. Lynch

CFP®

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

641 Cheyney Road
Springfield, PA 19064
(484) 472-8956

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

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

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

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 One 1910 Cochran Rd, Ste 545
Pittsburgh, PA 15220
(412) 531-1233

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