Transamerica Financial Advisors

True Root Financial

At True Root Financial, we are a fiduciary financial advisor with 19+ years of experience at renowned firms including Goldman Sachs and BlackRock. We provide comprehensive services such as investing, tax planning and wealth management for business owners, physicians, tech professionals and high-earning individuals. Our mission is to help our clients achieve their life goals with unbiased, ethical and legal advice. We are a fee-only advisor, which means no commissions and no product pushing. Our team of experienced advisors have the professional knowledge and specialized skills to customize strategies that fit the needs of our clients. With our expert guidance, you can trust that your investments, taxes and wealth are in good hands.

Edward Jones Investments

As a financial advisor with Edward Jones Investments, I believe it is essential to invest my time in understanding your objectives before investing your money. It is also important to understand the level of risk you are willing to take when investing, so we can create a plan that helps you reach your long-term goals. Whether you are planning for retirement, saving for college for your children or grandchildren, or protecting the financial future of your family, we can collaborate to make specific strategies to help you achieve your objectives. We can track your progress to ensure you stay on course or determine if any changes must be made. Throughout this process, we are devoted to offering you excellent customer service. We are not alone. Thousands of people and advanced technology support our office so we can make sure you get the most up-to-date and comprehensive guidance. Additionally, we look forward to working with your attorney, accountant, and other trusted professionals to create a comprehensive strategy that combines everyone's knowledge. By working together, we can help you come up with a personalized plan to help you reach your financial goals.

Modern Horizons Wealth Advisors

Modern Horizons Wealth Advisors have a team of financial advisors with over 50 years of combined experience in the industry. We specialize in helping people navigate their retirement planning needs, taxes, and investments. Our clients benefit from our collective understanding, expertise, and experience. Our diverse client base includes minorities, same-sex couples, and blended families. We are committed to providing tailored financial solutions that meet your individual goals. Our team is always available to answer your questions and provide you with reliable advice. Contact us today to find out how our team can help you plan for your future.

The Spivak Financial Group

Here at The Spivak Financial Group, we are truly independent Financial Advisors with 50-plus years of combined financial planning experience. Our certifications and licenses allow us to offer a broad array of financial solutions. We work with the most respected investment and insurance providers to help you achieve your financial goals and stated objectives. We understand that pre-retirees and retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income as a result of the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees or pre-retirees with similar concerns, we are in a good position to approach such challenges with experience and skills. Please note our affiliated office at: Two Bala Plaza 333 East City Avenue, Suite 300 Bala Cynwyd, PA 19004

Legacy & Wealth Financial Advisors

Financial planning, investment management, IRAs, 401Ks, mutual funds, annuities, life & health insurance. I can help answer your questions in a clear and honest fashion. My goal is to help reduce my clients' stress around these financial matters and move comfortably into the next phase of their lives. I use leading investment managers and insurance companies to help my clients with their goals. All customer accounts are held at a qualified financial company for your security. I focus on working with clients that have a net worth of $100K and up. 3rd party posts on this profile do not reflect the views of our firm and have not been reviewed for accuracy or completeness.3rd party reviews may not be representative of the experience of other customers and not indicative of future results.Content should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any security.Legacy & Wealth Financial Advisors is registered as an investment advisor with t

Woodfield Financial Advisors

At Woodfield Financial Advisors, we provide straightforward advice to help you with your financial needs. We take the time to understand your goals and create a step-by-step plan to help you get there. Our first meeting is free of charge and there's no pressure to buy anything. Our clients have been trusting us for over 35 years because we invest their money wisely and provide honest, reliable financial advice. We look for ways to save on costs, reduce risk, lower taxes, and optimize investments. Plus, our small company provides you with personalized attention, while also having access to the expertise of a global, multi-billion dollar firm. Our team is dedicated to helping you reach your financial goals. We have three Certified Financial Planner ® professionals and are a Fiduciary business. If you're interested in learning more, contact us to set up a meeting and see if we're a good fit. Half of our clients are local and meet us in person at our office. The other half are clients from all over the country that we work with remotely. We are able to conduct business via phone, video chat, and secure online document uploads.

Serenity Wealth Management

Richard, a Certified Financial Planner™ (CFP®) and fiduciary financial advisor, assists individuals, families, and business owners with their financial planning needs. He has nine years of experience in the industry, eight of which have been spent as a financial advisor. His focus is on wealth and tax strategies, providing an integrated, holistic view of each client's financial situation. For active clients, Richard offers a free financial plan that allows for real-time access to assets and liabilities. This facilitates accurate net worth tracking, whether the accounts are held through Richard or elsewhere. Clients are encouraged to seek his advice on any financial matters, such as purchasing a home, organizing a budget, or analyzing job offers. Where appropriate, Richard works with local CPAs to provide an all-in-one service at no additional cost. This helps to identify strategies that are often missed when the two professions are not working together. Services offered by Richard and Serenity Wealth Management include retirement planning, investment management, portfolio management, tax planning, and fiduciary services.

360 Net Worth

David Disraeli is an experienced financial advisor with 34 years in the business. He is dedicated to providing complete estate planning and unbiased financial advice to individuals and families. 360 Net Worth specializes in drafting wills and trusts, asset protection, alternative investments, retirement planning, insurance, tax planning, and much more. With his expertise and knowledge, you can be sure to get the best advice and services. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.