Business Services

Jonathan Alexander CFP, CLTC

Bala Cynwyd, PA Financial Services
(610) 660-4607
(610) 660-4607
1 Belmont Ave Ste 1000, Bala Cynwyd, PA 19004

1 Belmont Ave Ste 1000, Bala Cynwyd, PA 19004

About the Business

As a Certified Financial Planner™ professional, I am committed to helping people reach their financial goals. My goal is to create a comprehensive and holistic plan that will allow clients to make the most of their lives. By speaking with clients and identifying potential pitfalls, I can help them navigate through life’s changing circumstances.

At Jonathan Alexander CFP, CLTC, our team specializes in Long Term Care Planning, Risk Management, Retirement Income Planning, as well as offering guidance to Young Families and Rising Young Professionals. With our expertise and guidance, we are dedicated to helping clients achieve their financial objectives.

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Publisher Info

Opening Time

  • Mon
    8:00 AM - 6:00 PM
  • Tue
    8:00 AM - 6:00 PM
  • Wed
    8:00 AM - 6:00 PM
  • Thu
    8:00 AM - 6:00 PM
  • Fri
    8:00 AM - 6:00 PM
  • Sat
    Closed
  • Sun
    Closed
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