Best Financial Advisors in Montgomery County, PA

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List of Firms

Montgomery County, PA Fiduciary Financial Advisors

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Bridgit Holly - Thrivent
Location 2031 N Broad St Ste 135, Lansdale, PA 19446, USA
Phone (215) 368-4888
Directions
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The Princeton Group - Wells Fargo Advisors Financial Network
Location 555 2nd Ave D-300, Collegeville, PA 19426, USA
Phone (267) 227-0935
Directions
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BLB&B Advisors, LLC
SEC File# 801-65840
CRD# 139096
5 out of 5
Location 103 Montgomery Ave, Montgomeryville, PA 18936, USA
Phone (215) 643-9100
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Wesch Financial LLC
Location 429 Smokepipe Rd, Souderton, PA 18964, USA
Phone (215) 368-4706
Directions
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Jerome Free - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 423 Columbia Ave, Lansdale, PA 19446, USA
Phone (215) 362-2924
Directions
Financial Advisors in Montgomery County, PA

Where Certified Financial Advisors in Montgomery County, PA Serve

Montgomery County, located in southeastern Pennsylvania, is a bustling and diverse area with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Valley Forge National Historical Park to the charming town of Ambler, this county has something for everyone. Some of the top employers in Montgomery County include pharmaceutical giant GlaxoSmithKline, retail behemoth Walmart, and healthcare provider Abington-Jefferson Health. These companies provide thousands of jobs and contribute greatly to the local economy. When it comes to transportation, Montgomery County is well-connected with major highways such as the Pennsylvania Turnpike, I-76, and I-476. Additionally, important streets like Germantown Pike and Ridge Pike provide easy access to shopping centers, restaurants, and other amenities. As for neighborhoods, Montgomery County has a diverse mix of urban and suburban areas.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Montgomery County, PA could benefit greatly from the services of a financial advisor. With a median household income of over $90,000, many residents have the means to invest and plan for their financial futures. However, navigating the complex world of investments and retirement planning can be daunting for even the most financially savvy individuals. A financial advisor can provide guidance on everything from creating a budget to choosing the right investment portfolio. Additionally, with the high cost of living in Montgomery County, PA, a financial advisor can help residents make the most of their money and ensure they are on track to meet their financial goals.

Insurance Broker

Residents of Montgomery County, PA can benefit greatly from the services of an insurance broker. With the county's diverse population and array of businesses, an insurance broker can help residents navigate the complexities of insurance policies and find the best coverage for their unique needs. For example, an insurance broker can assist small business owners in finding affordable and comprehensive insurance plans to protect their business and employees. Additionally, with Montgomery County's proximity to major cities like Philadelphia, an insurance broker can help residents find insurance policies that cover the risks associated with urban living, such as theft and property damage. Overall, an insurance broker can provide invaluable guidance and support to Montgomery County residents seeking to protect themselves, their families, and their businesses.

Retirement Planning

Residents of Montgomery County, PA can greatly benefit from the services of a retirement planner. With the county's population of over 830,000 people, many are likely approaching or already in retirement age. A retirement planner can help these individuals navigate the complexities of retirement planning, including determining the best time to retire, maximizing Social Security benefits, and creating a comprehensive financial plan. Additionally, with Montgomery County's high cost of living and property taxes, a retirement planner can assist in creating a budget and investment strategy to ensure a comfortable retirement. Overall, a retirement planner can provide peace of mind and a clear roadmap for Montgomery County residents as they enter their golden years.

Wealth Management

Residents of Montgomery County, PA can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by providing financial planning and investment management services. Montgomery County is known for having a high median household income, which means that many residents may have significant assets to manage. A wealth manager can help these individuals create a comprehensive financial plan that takes into account their unique goals and risk tolerance. They can also provide guidance on investment strategies that can help clients grow their wealth over time. Additionally, a wealth manager can help residents of Montgomery County navigate complex financial situations, such as estate planning or tax optimization. By working with a wealth manager, residents of Montgomery County can feel confident that their financial future is in good hands.

Mortgage Loan Officer

Residents of Montgomery County, PA can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, investment properties, or even refinance their existing mortgages. With Montgomery County being one of the most densely populated counties in Pennsylvania, the demand for affordable housing is high. A mortgage loan officer can guide residents through the process of finding the best mortgage rates and terms, while also helping them understand their options for down payments and closing costs. Additionally, they can offer advice on the different types of loans available, such as FHA, VA, and conventional loans, and help residents choose the one that best suits their needs. With the expertise of a mortgage loan officer, residents of Montgomery County can achieve their homeownership goals and secure their financial future.

Tax Services

Residents of Montgomery County, PA can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by ensuring that residents are taking advantage of all available tax deductions and credits. This is especially important in Montgomery County, which has a relatively high cost of living compared to other areas in Pennsylvania. A tax advisor can help residents navigate the complex tax code and identify deductions and credits that they may have overlooked. Additionally, a tax advisor can help residents plan for the future by providing guidance on retirement planning, estate planning, and other financial matters. With the help of a knowledgeable tax advisor, residents of Montgomery County can feel confident that they are making the most of their money and securing their financial future.

Estate Planning Lawyer

Residents of Montgomery County, PA can greatly benefit from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help residents of Montgomery County is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Montgomery County, where many residents have accumulated significant wealth and own multiple properties. An estate planning lawyer can also help residents of Montgomery County minimize their tax liabilities and protect their assets from creditors and potential lawsuits. Additionally, an estate planning lawyer can assist with the creation of trusts, powers of attorney, and other legal documents that can provide peace of mind and security for both the individual and their loved ones.

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FAQs About Personal Financial Advisors in Montgomery County, PA