Banks & Credit Unions in Jenkintown, PA

We did the hard work of finding trustworthy partners in Jenkintown, PA. Fill out the form to get connected.

Start Here to Open a Bank Account

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch
Banks in Jenkintown, PA

Where Jenkintown, PA Banks & Credit Unions Serve

Jenkintown, PA is a charming borough located in Montgomery County, Pennsylvania. It is known for its historic architecture, quaint downtown area, and close-knit community. Some of the most notable landmarks in Jenkintown include the Jenkintown-Wyncote station, which is listed on the National Register of Historic Places, and the Hiway Theater, a restored Art Deco movie theater. As for top employers, Jenkintown is home to a variety of businesses, including healthcare providers, retail stores, and professional services firms. Some of the largest employers in the area include Abington-Jefferson Health, Holy Redeemer Health System, and the Jenkintown School District. Major highways and streets in Jenkintown include Route 611, which runs through the center of town, and the Pennsylvania Turnpike, which is located just a few miles south.

Jenkintown, PA Banking Related Services

Insurance Broker

Residents of Jenkintown, PA would benefit greatly from the services of an insurance broker. An insurance broker could help residents navigate the complexities of insurance policies and find the best coverage for their needs. For example, Jenkintown is a small town with a tight-knit community, and an insurance broker could help residents find insurance policies that are tailored to their unique needs. Additionally, an insurance broker could help residents find affordable policies that provide adequate coverage for their homes, cars, and other assets. With the help of an insurance broker, residents of Jenkintown could have peace of mind knowing that they are protected in the event of an unexpected event or accident.

Retirement Planning

Residents of Jenkintown, PA can benefit greatly from the expertise of a retirement planner. With a population of just over 4,000, Jenkintown is a close-knit community where many residents have lived for decades. A retirement planner can help these individuals navigate the complex world of retirement savings and investment options, ensuring that they have a solid financial plan in place for their golden years. Additionally, a retirement planner can provide guidance on important topics such as Social Security, Medicare, and long-term care insurance, all of which are crucial considerations for retirees. With the help of a retirement planner, residents of Jenkintown can rest assured that they are making informed decisions about their financial future and can enjoy their retirement years with confidence.

Wealth Management

Residents of Jenkintown, PA could benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager can help residents of Jenkintown is by providing personalized financial planning and investment advice. With a wealth manager's guidance, residents can create a financial plan that aligns with their goals and objectives while also taking into account the unique economic factors of the area. For example, Jenkintown is a suburb of Philadelphia, so a wealth manager might advise clients on how to navigate the city's tax laws and investment opportunities. Additionally, a wealth manager can help residents of Jenkintown manage their assets, plan for retirement, and protect their wealth for future generations.

Financial Advisor

Residents of Jenkintown, PA could greatly benefit from the help of a financial advisor in a variety of ways. One of the most common ways a financial advisor could assist residents is by providing guidance on how to save for retirement. With a median age of 44 years old, many residents of Jenkintown are likely beginning to think about their retirement plans and may need help navigating the complex world of retirement savings. Additionally, with a relatively high cost of living compared to other parts of Pennsylvania, a financial advisor could also help residents create a budget and manage their finances to ensure they are able to meet their financial goals and maintain a comfortable lifestyle. Overall, a financial advisor could be a valuable resource for residents of Jenkintown looking to secure their financial future.

Mortgage Loan Officer

Residents of Jenkintown, PA can benefit greatly from the services of a mortgage loan officer. These professionals specialize in helping individuals and families secure the financing they need to purchase their dream homes. In Jenkintown, a mortgage loan officer can provide valuable assistance to residents looking to buy property in this tight-knit community. With its charming tree-lined streets, historic homes, and proximity to Philadelphia, Jenkintown is a highly desirable place to live. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, from pre-approval to closing. They can also provide guidance on the various loan options available, such as fixed-rate mortgages, adjustable-rate mortgages, and FHA loans. With the help of a mortgage loan officer, residents of Jenkintown can achieve their homeownership goals and enjoy all that this wonderful community has to offer.

Tax Services

Residents of Jenkintown, PA could greatly benefit from the expertise of a tax advisor in a number of ways. For example, a tax advisor can help residents navigate the complex tax laws and regulations specific to Pennsylvania, such as the Keystone Opportunity Zone program. Additionally, a tax advisor can assist residents in maximizing their deductions and credits, which is especially important for those who own businesses or rental properties in the area. With the help of a tax advisor, residents can ensure that they are filing their taxes correctly and efficiently, while also potentially saving money on their tax bill. Overall, a tax advisor can provide valuable guidance and support to residents of Jenkintown, PA in managing their finances and staying compliant with state and federal tax laws.

Estate Planning Lawyer

Residents of Jenkintown, PA can benefit greatly from the services of an estate planning lawyer. These lawyers can help individuals and families protect their assets, plan for their future, and ensure that their wishes are carried out after they pass away. In Jenkintown, where there is a high population of retirees and elderly residents, estate planning lawyers can provide guidance on issues such as long-term care planning, Medicaid eligibility, and nursing home planning. Additionally, estate planning lawyers can help residents of Jenkintown navigate Pennsylvania's complex probate laws, which can be particularly challenging for those without legal experience. By working with an estate planning lawyer, residents of Jenkintown can ensure that their loved ones are taken care of and that their assets are distributed according to their wishes.

FREQUENTLY ASKED QUESTIONS

Personal, Business & Online Bank FAQs