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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

Benjamin Burkhart

CFP®

Financial Planner

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 Financial Advisory Group, LTD.

45 Wyntre Brooke Dr
York, PA 17403
(717) 741-3665
CONNECT WITH Benjamin
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Lindsey Menezes

CFP®

Specialties: Comprehensive Financial Planning, Getting Divorced, Retirement, Sudden Wealth, Women's...More

Financial Advisor serving Pennsylvania and the surrounding communities.

Foundations Financial Partners

601 New Britain Rd, Ste 525
Doylestown, PA 18901-2995
(215) 230-8640
CONNECT WITH Lindsey
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Nick Riotto

CFP®

Wealth Planning Director

Specialties:

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

Kindred Wealth Partners

1603 Carmody Ct, Suite 302
Sewickley, PA 15203
(412) 663-5487

Cody J. Richmond

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.

McAdam Financial

123 South Broad Street, Suite 1516
Philadelphia, PA 19109
CONNECT WITH Cody
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Steve DeCesare

CFP®

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Cross-border Planning...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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Stacey Gibble Barrick

CFP®

President

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

Financial Advisor serving Pennsylvania and the surrounding communities.

Masland & Barrick Advisory, Inc.

3600 Trindle Rd
Camp Hill, PA 17011-4331
(717) 761-6606

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

Frank M. Rich, III

CFP®, CPA

President

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Anchor Financial & Accounting, P.C.

1116 BERKLEY AVE
Quakertown, PA 18951-5063
(215) 997-6800

David W. Hoffmann

CFP®, AIF®

CEO

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

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

Justabout Wealth Management

1350 Old Pond Road
Bridgeville, PA 15017
(724) 754-1440
CONNECT WITH David
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Russ Weiss

CFP®

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

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.

Financial Planning Advisors & Van Reed Wealth Mgmt

1122 Penn Ave
Wyomissing, 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

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

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

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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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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Richard J. Durso

CFP®, AEP®

Director of Financial Planning

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

RTD Financial Advisors

30 S 17th St, Ste 1620
Philadelphia, PA 19103
(215) 557-3800
CONNECT WITH Richard
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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

Jim DeGaetano, Jr.

CFP®, CPA, CEPA, MBA

CEO

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

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

Diamond Wealth Advisors

1 Tyler Court
Carlisle, PA 17015
(717) 462-6422

Brent R. George

CFP®, AWMA®, AIF®

Financial Planner

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

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

Summit Pointe Advisors

100 Sterling Pkwy, Ste 307
Mechanicsburg, PA 17050-2903
(717) 791-3365

Samuel S. Stroud, Jr.

CFP®

Specialties:

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

Legacy Planning Partners

228 W Gay St
West Chester, PA 19380
(610) 719-8600

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

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

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

Peter F. Gaertner

CFP®, RICP, CDFA

Investment Advisor

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Roffman Miller & Associates

1835 Market Street, Suite 500
Philadelphia, PA 19103
(215) 981-1030
CONNECT WITH Peter
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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

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