Best Financial Advisors in Bucks County, PA

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List of Firms

Bucks County, PA Fiduciary Financial Advisors

SEC File# 801-116753
CRD# 148025
Location 642 Newtown Yardley Rd STE 115, Newtown, PA 18940, USA
Phone (866) 296-8156
Directions
SEC File# 801-68333
CRD# 145051
5 out of 5
Location 2005 S Easton Rd #200, Doylestown, PA 18901, USA
Phone (215) 497-5050
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-46585
CRD# 2882
1 out of 5
Location 25 E State St, Doylestown, PA 18901, USA
Phone (609) 332-0105
Directions
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Skrolling Stone Investment Moyer
Location 308 N Main St, Chalfont, PA 18914, USA
Phone (215) 822-8097
Directions
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Mark Baldassarre Financial Services
Location 3 Park Dr E, Ottsville, PA 18942, USA
Phone (610) 847-2862
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Adam Older - Financial Advisor, Ameriprise Financial Services, LLC
Location 48 W Oakland Ave, Doylestown, PA 18901, USA
Phone (267) 893-6920
Directions
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Brendan O Reilly - Financial Advisor, Ameriprise Financial Services, LLC
Location 1717 Langhorne Newtown Rd Ste 125, Langhorne, PA 19047, USA
Phone (610) 825-4909
Directions
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Bucks County Financial Planning Group, Inc.
SEC File# 801-62789
CRD# 130475
Location 41 University Dr #400, Newtown, PA 18940, USA
Phone (267) 738-3350
Directions
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Matthew B Frank - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 48 W Oakland Ave, Doylestown, PA 18901, USA
Phone (267) 893-6920
Directions
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Aaron Borstein - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 2300 Lincoln Hwy Ste 140, Langhorne, PA 19047, USA
Phone (267) 202-0454
Directions
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Marshall Financial Group
SEC File# 801-62319
CRD# 110935
5 out of 5
Location 33 W Court St, Doylestown, PA 18901, USA
Phone (215) 348-9393
Directions
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CURO Wealth Management
Location 1705 Newtown-Langhorne Road Suite One, Langhorne, PA 19047, USA
Phone (215) 486-8350
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Summit Financial Advisors LLC
SEC File# 801-58179
CRD# 109280
2 out of 5
Location 12 Penns Trail, Newtown, PA 18940, USA
Phone (215) 579-1005
Directions
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Greg McGovern - Penn Investment Advisors
Location 3969 Durham Rd, Doylestown, PA 18902, USA
Phone (267) 517-2343
Directions
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Allied Financial Advisors, LLC
5 out of 5
Location 3 Terry Dr Suite 201A, Newtown, PA 18940, USA
Phone (215) 874-6422
Directions
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Edward Jones - Financial Advisor: Matthew D Borzio
SEC File# 801-3297
CRD# 250
5 out of 5
Location 140 S Clinton St Suite 2, Doylestown, PA 18901, USA
Phone (215) 345-7121
Directions
Financial Advisors in Bucks County, PA

Where Certified Financial Advisors in Bucks County, PA Serve

Bucks County, located in the southeastern part of Pennsylvania, is a richly historic and culturally diverse region that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Mercer Museum and the stunning Bowman's Hill Tower to the charming Peddler's Village and the sprawling Sesame Place, Bucks County is a treasure trove of attractions that cater to every interest and taste. Some of the top employers in the area include Johnson & Johnson, St. Mary Medical Center, and Pennsbury School District, providing ample opportunities for employment and growth. Major highways and streets such as I-95, PA Turnpike, and Route 1 connect the county to neighboring cities and states, making it a convenient and accessible destination. The county is also home to several vibrant neighborhoods, including New Hope, Doylestown, and Yardley, each with its own unique character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Bucks County, PA could benefit from the guidance of a financial advisor in a number of ways. For one, the cost of living in Bucks County is higher than the national average, making it important for residents to have a solid financial plan in place. Additionally, the county is home to many retirees and pre-retirees who may need help managing their investments and ensuring they have enough saved for retirement. A financial advisor could also help residents navigate the local real estate market, which can be competitive and expensive. Overall, a financial advisor can provide residents of Bucks County with personalized guidance and support to help them achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Bucks County, PA can benefit greatly from the services of an insurance broker. With its diverse population and varied landscape, Bucks County presents unique challenges for individuals seeking insurance coverage. An experienced broker can help residents navigate the complex world of insurance policies and find the coverage that best suits their needs. For example, with the county's rich history and numerous historic sites, homeowners may require specialized coverage to protect their valuable properties. Additionally, Bucks County's proximity to major metropolitan areas means that residents may face higher insurance rates for their vehicles. A broker can help residents find affordable coverage that meets their specific needs and budget. Overall, an insurance broker can provide invaluable assistance to residents of Bucks County, ensuring that they have the protection they need to face any unexpected challenges that may arise.

Retirement Planning

Residents of Bucks County, PA can greatly benefit from the services of a retirement planner. A retirement planner can help residents of Bucks County, PA navigate the complexities of retirement planning and ensure that they are making informed decisions about their financial future. One specific way that a retirement planner can help residents of Bucks County, PA is by providing guidance on how to navigate the high cost of living in the area. With a cost of living index that is 34% higher than the national average, residents of Bucks County, PA need to be especially diligent in their retirement planning to ensure that they can maintain their standard of living in retirement. A retirement planner can help residents of Bucks County, PA develop a comprehensive retirement plan that takes into account the unique challenges of living in the area and ensures that they are prepared for a secure and comfortable retirement.

Wealth Management

Residents of Bucks County, PA can benefit from the services of a wealth manager in a number of ways. For example, a wealth manager can help residents with retirement planning, investment management, and tax planning. In Bucks County, PA, where the cost of living is higher than the national average, a wealth manager can help residents navigate the complex financial landscape and make informed decisions about their money. They can also assist with estate planning, which is particularly important in a county where many residents have significant assets and want to ensure that their wealth is passed down to their loved ones. In short, a wealth manager can provide valuable guidance and support to residents of Bucks County, PA, helping them to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Bucks County, PA can benefit from the expertise of a mortgage loan officer in a number of ways. For example, these professionals can help residents navigate the complex process of applying for a mortgage, including understanding the various types of loans available and determining which option is best suited to their unique financial situation. Additionally, a mortgage loan officer can assist residents in securing a competitive interest rate and negotiating favorable terms with lenders. In Bucks County, where home prices can be relatively high compared to other areas of Pennsylvania, a skilled mortgage loan officer can be especially valuable in helping residents find affordable financing options that enable them to purchase their dream home without breaking the bank.

Tax Services

Residents of Bucks County, PA can benefit greatly from the services of a tax advisor. With its high median household income and property values, many residents in the area have complex tax situations that require professional guidance. A tax advisor can help residents navigate the intricacies of federal, state, and local tax laws, ensuring that they are taking advantage of all available deductions and credits. Additionally, residents who own businesses or rental properties in Bucks County may require specialized tax planning and preparation services. A tax advisor can help these individuals minimize their tax liability and ensure compliance with all applicable tax laws. Overall, a tax advisor can provide invaluable assistance to Bucks County residents in managing their tax obligations and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Bucks County, PA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that ensures their clients' assets are distributed according to their wishes. This is especially important in Bucks County, where the median home value is higher than the national average. An estate planning lawyer can also help with drafting a will, establishing trusts, and planning for long-term care. Additionally, they can assist with minimizing tax liabilities and ensuring that beneficiaries receive their inheritance in a timely and efficient manner. With the help of an estate planning lawyer, residents of Bucks County can have peace of mind knowing that their assets will be protected and distributed in accordance with their wishes.

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