Retirement Planning in Bucks County, PA

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Top Retirement Planners in Bucks County, PA

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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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RidgePoint Financial Partners - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1717 Langhorne Newtown Rd Ste 125, Langhorne, PA 19047, USA
Phone (267) 759-6087
Directions
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Blooming Glen Financial
Location 810 S Perkasie Rd, Blooming Glen, PA 18911, USA
Phone (215) 453-1525
Directions
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Asset Financial Services
5 out of 5
Location 1397 Upper State Rd, Chalfont, PA 18914, USA
Phone (267) 576-7133
Directions
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McNamara Financial Group
5 out of 5
Location 450 East St 2nd floor, Doylestown, PA 18901, USA
Phone (215) 348-3176
Directions
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Pultro Financial Management
5 out of 5
Location 926 Town Center, Doylestown, PA 18901, USA
Phone (215) 489-3876
Directions
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Redtail Financial Consultants
5 out of 5
Location 101 N 5th St Suite 3, Perkasie, PA 18944, USA
Phone (267) 347-3477
Directions
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Anthony Petsis & Associates Inc
1 out of 5
Location 401 S State St, Newtown, PA 18940, USA
Phone (215) 968-6638
Directions
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Independent Retirement Planners
Location 130 Almshouse Rd STE 201B, Richboro, PA 18954, USA
Phone (215) 357-0911
Directions
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Secure Retirement Strategies
5 out of 5
Location 2525 Holicong Rd, Doylestown, PA 18902, USA
Phone (610) 908-6334
Directions
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MGR Financial Management
5 out of 5
Location 3425 Limekiln Pike Suite 3, Chalfont, PA 18914, USA
Phone (215) 822-7841
Directions
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Jeff Sprowles and Associates, LLC
Location 945 Langhorne Yardley Rd, Langhorne, PA 19047, USA
Phone (215) 310-9693
Directions
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Pillar Planning Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2300 Lincoln Hwy Ste 140, Langhorne, PA 19047, USA
Phone (215) 757-7600
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Paladin Retirement Advisors
5 out of 5
Location 532 Durham Rd, Newtown, PA 18940, USA
Phone (215) 860-3101
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
SEC File# 801-116753
CRD# 148025
Location 642 Newtown Yardley Rd STE 115, Newtown, PA 18940, USA
Phone (866) 296-8156
Directions
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Optimal Wealth Services
Location 510 Floral Vale Blvd, Morrisville, PA 19067, USA
Phone (267) 399-8871
Directions
SEC File# 801-62193
CRD# 175112
Location 1980 S Easton Rd #210, Doylestown, PA 18901, USA
Phone (215) 348-8811
Time Monday: 8:30 AM – 5:30 PM Tuesday: 8:30 AM – 5:30 PM Wednesday: 8:30 AM – 5:30 PM Thursday: 8:30 AM – 5:30 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Pentegra Retirement Services
Location 1597 Clark Dr, Yardley, PA 19067, USA
Directions
SEC File# 801-110033
CRD# 124418
Location 37 S Delaware Ave Suite 1, Yardley, PA 19067, USA
Phone (215) 321-4410
Directions
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LPL Financial - SJK Wealth Management
5 out of 5
Location 182 W Court St, Doylestown, PA 18901, USA
Phone (267) 880-6116
Directions
Retirement Planning in Bucks County, PA

About Bucks County, PA for Those Planning to Retire

Bucks County, PA is a charming and historic county located in southeastern Pennsylvania. Its rich history is evident in its numerous landmarks, including the iconic Washington Crossing Historic Park, the stunning Mercer Museum and Fonthill Castle, and the historic Moravian Pottery and Tile Works. The county is home to a diverse range of top employers, including pharmaceutical giant Johnson & Johnson, healthcare provider St. Mary Medical Center, and the renowned Bucks County Community College. Major highways and streets in the area include the Pennsylvania Turnpike, Route 1, and Route 611, providing easy access to nearby cities and attractions. Bucks County is comprised of many unique and vibrant neighborhoods, including the charming town of New Hope, the bustling city of Doylestown, and the picturesque village of Peddler's Village. With its wealth of landmarks, top employers, major highways and streets, and diverse neighborhoods, Bucks County, PA is a truly special place to call home.

Other Financial Planning Services for Retirement

Banks and Credit Unions

As a thriving community in Pennsylvania, Bucks County residents have a plethora of financial needs that can be addressed by a bank. From managing personal finances to starting and growing businesses, banks in the area provide a range of services that cater to the specific needs of the county's residents. For instance, with its rich history and cultural heritage, Bucks County is home to several museums and art galleries that attract tourists from all over the world. Banks can help these institutions with financing and other financial services to ensure they continue to thrive and contribute to the local economy. Additionally, many residents in Bucks County are small business owners who require banking services to manage their finances, pay employees, and grow their enterprises. By providing loans, credit, and other financial services, banks can help these businesses succeed and contribute to the overall economic growth of the county. Overall, banks in Bucks County play a vital role in supporting the financial needs of the community and contribute to its overall prosperity.

Insurance Broker

Residents of Bucks County, PA can benefit significantly from the services of an insurance broker. With a population of over 600,000 people, the county is home to a diverse range of individuals with unique insurance needs. An insurance broker can help residents navigate the complexities of insurance policies and find the coverage that best suits their needs. For example, with the county's proximity to Philadelphia, residents may require specialized coverage for their homes or businesses due to the higher risk of crime or natural disasters. Additionally, with the county's aging population, residents may require specialized health insurance coverage or long-term care insurance. An insurance broker can help residents of Bucks County, PA find the right coverage for their specific needs, ensuring that they are protected in the event of an unexpected event.

Wealth Management

Residents of Bucks County, PA could greatly benefit from the expertise and guidance of a wealth manager. With its proximity to Philadelphia and New York City, many residents of Bucks County have high net worth and complex financial situations. A wealth manager can provide personalized investment strategies and financial planning to help these individuals achieve their long-term financial goals. Additionally, Bucks County is known for its strong real estate market, and a wealth manager can assist in navigating the intricacies of buying and selling property in the area. With the ever-changing tax laws and regulations, a wealth manager can also provide valuable tax planning advice to help residents minimize their tax liabilities. In short, a wealth manager can provide invaluable support and guidance to residents of Bucks County, PA in achieving their financial aspirations.

Financial Advisor

Residents of Bucks County, PA can benefit from the guidance of a financial advisor in a multitude of ways. For instance, with its reputation as a high-income area, many residents may require assistance in managing their wealth and investing in the right opportunities. Additionally, the county's proximity to Philadelphia and New York City may mean that residents are exposed to complex financial instruments and investment options that require a seasoned professional to navigate. A financial advisor can also help residents plan for their retirement, which is particularly important given the county's aging population. Furthermore, with the county's strong ties to agriculture and tourism, residents may need advice on how to manage their finances as business owners or employees in these industries. Overall, a financial advisor can provide invaluable support to Bucks County residents as they navigate the complexities of their financial lives.

Mortgage Loan Officer

Residents of Bucks County, PA can benefit greatly from the expertise and guidance of a mortgage loan officer. These professionals are well-versed in the local real estate market and can help residents navigate the complexities of obtaining a mortgage. With Bucks County's diverse range of housing options, from historic homes in Newtown to modern townhouses in Doylestown, a mortgage loan officer can provide tailored advice on the best loan options for each individual's unique needs. Additionally, they can assist with pre-approvals, refinancing, and even credit repair to ensure that residents are able to secure the best possible financing for their dream home. By working with a mortgage loan officer, residents of Bucks County can feel confident and prepared as they embark on the exciting journey of homeownership.

Tax Services

Residents of Bucks County, PA can greatly benefit from the expertise of a tax advisor. With its diverse economy and high median household income, Bucks County presents a unique set of tax challenges to its residents. A tax advisor can provide guidance on tax planning strategies to help residents minimize their tax liabilities while complying with state and federal tax laws. They can also assist with tax preparation, ensuring that residents take advantage of all available deductions and credits. Additionally, a tax advisor can provide advice on estate planning, retirement planning, and other financial matters to help residents achieve their long-term financial goals. With the complexities of the tax code and the ever-changing tax landscape, a tax advisor can be an invaluable resource for residents of Bucks County, PA.

Estate Planning Lawyer

Residents of Bucks County, PA can benefit from the expertise of an estate planning lawyer in several ways. One of the most common ways is through the creation of a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This can include drafting a will, establishing trusts, and designating beneficiaries for life insurance and retirement accounts. Additionally, an estate planning lawyer can help residents of Bucks County navigate the complex legal landscape surrounding Medicaid and long-term care planning, which can be particularly important given the high cost of healthcare in the area. Finally, an estate planning lawyer can assist with the creation of a power of attorney and healthcare directive, which can provide peace of mind in the event of incapacity or illness. With the help of an experienced estate planning lawyer, residents of Bucks County can rest assured that their affairs are in order and their loved ones will be taken care of.

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