Retirement Planning in Media, PA

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List of Firms

Top Retirement Planners in Media, PA

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Merrill Lynch Wealth Management Advisor David J Bloom
Location 300 W State St 2nd Floor, Media, PA 19063, USA
Phone (610) 565-9931
Language https://fa.ml.com/pennsylvania/media/david-bloom
Directions
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Montgomery Insurance Services
5 out of 5
Location 330 W State St, Media, PA 19063, USA
Phone (610) 565-8280
Language https://www.montgomeryinsurance.com/
Directions
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Foundation Wealth Management
SEC File# 801-62187
CRD# 127134
Location 9 W 3rd St, Media, PA 19063, USA
Phone (610) 548-7170
Language http://www.myfoundationwealth.com/
Directions
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Public Resources Advisory Group
Location 117 Gayley St, Media, PA 19063, USA
Phone (610) 565-5990
Language https://pragadvisors.com/
Directions
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Granite Farms Estates
4 out of 5
Location 1343 W Baltimore Pike, Media, PA 19063, USA
Phone (610) 358-3440
Language https://www.actsretirement.org/communities/pennsylvania/granite-farms-estates-media/
Directions
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Merrill Lynch Wealth Management Advisor Craig G. Hacker
Location 300 W State St 2nd Floor, Media, PA 19063, USA
Phone (215) 587-4745
Language https://fa.ml.com/pennsylvania/media/craig_hacker
Directions
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Janney Montgomery Scott LLC
SEC File# 801-7258
CRD# 463
Location 1400 North Providence Road Two Rosetree, Suite 3005, Media, PA 19063, USA
Phone (610) 892-4900
Language https://www.janney.com/?utm_medium=yext&utm_source=gmb
Directions
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Riddle Village LifeCare Retirement Community
4 out of 5
Location 1048 W Baltimore Pike, Media, PA 19063, USA
Phone (610) 595-4969
Language https://www.riddlevillage.com/?utm_source=google&utm_medium=organic&utm_campaign=google%20my%20business
Directions
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Stone Pine Financial
SEC File# 801-121762
CRD# 175287
5 out of 5
Location 208 W Front St, Media, PA 19063, USA
Phone (610) 565-9181
Language http://www.stonepinefinancial.com/
Directions
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Lynch Investment Planning
Location 10 Beatty Rd Suite 100, Media, PA 19063, USA
Phone (484) 472-8956
Language http://lynchip.com/
Directions
Retirement Planning in Media, PA

About Media, PA for Those Planning to Retire

Media, PA is a charming borough located in Delaware County, brimming with historic landmarks, top employers, major highways and streets, and unique neighborhoods. The borough is home to the Delaware County Courthouse, a stunning Gothic Revival structure dating back to 1851, and the Media Theatre, a historic venue that has been entertaining audiences since 1927. Media also boasts a vibrant downtown area, featuring quaint shops, restaurants, and cafes, as well as the popular State Street Blues Stroll festival. As for top employers, Media is home to Riddle Hospital, a leading healthcare facility, and the Delaware County Daily Times, a prominent newspaper. The borough is also conveniently located near major highways, including I-476 and I-95, making it easily accessible to neighboring cities and towns. In terms of streets, State Street is the main thoroughfare through downtown Media, lined with historic buildings and bustling with activity. Media is comprised of several unique neighborhoods, each with its own distinct character.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Media, PA can benefit from a bank in a variety of ways. Firstly, a bank can provide financial solutions to the diverse businesses in the town, ranging from small-scale family-owned shops to large corporations. Additionally, a bank can assist residents in managing their personal finances, including savings accounts, loans, and mortgages. Moreover, with the town's rich history and culture, a bank can offer specific services tailored to the unique needs of the community, such as heritage loans for preserving historic properties or community investment programs for local projects. Furthermore, with the town's proximity to Philadelphia, a bank can provide access to financial services that support the growth of Media's economy and enhance the quality of life for its residents. Overall, a bank plays a crucial role in the financial well-being of Media, PA, and its residents.

Insurance Broker

Residents of Media, PA can benefit from the services of an insurance broker in many ways. One specific example is the broker's ability to help individuals navigate the complex insurance market and find the best coverage options for their unique needs. Media, PA is a diverse community with a range of lifestyles and income levels, which means that there is no one-size-fits-all insurance solution. An insurance broker can help residents understand the nuances of different policies, such as deductibles, premiums, and coverage limits. Additionally, brokers can connect residents with insurance providers that offer specialized coverage, such as flood insurance for homes located near Ridley Creek or liability insurance for small business owners in the downtown area. By working with an insurance broker, residents of Media, PA can ensure that they are protected from unexpected events and have peace of mind knowing that they have the right coverage in place.

Wealth Management

Residents of Media, PA would greatly benefit from the services of a wealth manager in a number of ways. Firstly, a wealth manager can help individuals and families in Media to create a comprehensive financial plan that takes into account their unique goals and circumstances. This might include strategies for saving for retirement, paying for college, or protecting assets from taxes and inflation. Additionally, a wealth manager can provide guidance on investment decisions, helping residents to build a diversified portfolio that balances risk and reward. A wealth manager can also assist with estate planning, ensuring that assets are distributed according to the wishes of the individual. One specific aspect of Media, PA that a wealth manager might consider is the impact of local taxes on investment decisions. With Media being located in Delaware County, a wealth manager may advise on tax-efficient investment strategies to help residents maximize their returns while minimizing their tax liability. Overall, a wealth manager can provide invaluable support and guidance to residents of Media, PA as they navigate the complex world of personal finance.

Financial Advisor

Residents of Media, PA could greatly benefit from the expertise of a financial advisor in a number of ways. For instance, with a median household income of $74,000, many individuals in Media may be looking to invest their money wisely. A financial advisor could provide guidance on how to allocate funds in a diverse portfolio that aligns with their specific financial goals and risk tolerance. Additionally, with the cost of living in Media being 18% higher than the national average, a financial advisor could assist with creating a budget and finding ways to save money on expenses such as housing, transportation, and groceries. Furthermore, with a population of over 5,000 seniors, a financial advisor could help this demographic plan for retirement and navigate the complexities of Social Security and Medicare. Overall, a financial advisor could provide invaluable assistance to residents of Media, PA in achieving financial stability and security.

Mortgage Loan Officer

Residents of Media, PA can benefit from the expertise of a mortgage loan officer in several ways. For instance, a loan officer can help residents secure the best rates and terms for their mortgage loans. In Media, PA, where the median home price is $355,000, finding the right mortgage loan can be challenging. A loan officer can help residents navigate the complex mortgage market and understand the various loan options available to them. Additionally, a loan officer can help residents with credit issues, such as improving their credit score or addressing any negative items on their credit report. With a loan officer's assistance, residents of Media, PA can achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of Media, PA could benefit from the expertise of a tax advisor in a multitude of ways. For example, a tax advisor could help residents navigate the complex tax laws and regulations specific to Pennsylvania. Additionally, with Media's close proximity to Philadelphia, tax advisors could provide guidance on how to properly file taxes for those who work in the city. Tax advisors could also assist residents in identifying potential deductions and credits that they may be eligible for, such as the Pennsylvania Property Tax/Rent Rebate program which provides financial assistance to low-income seniors and individuals with disabilities. With the recent changes to the tax code, a tax advisor could also help residents understand how these changes may impact their taxes and what steps they can take to minimize their tax liability. Overall, the guidance and expertise of a tax advisor could provide invaluable support to residents of Media, PA as they navigate the often-confusing world of taxes.

Estate Planning Lawyer

Residents of Media, PA can benefit from the services of an estate planning lawyer in a multitude of ways. For instance, an estate planning lawyer can help residents of Media, PA create a comprehensive estate plan that includes a will, trust, power of attorney, and health care directive. This is particularly important in Media, PA, where the average age of residents is higher than the national average. Additionally, an estate planning lawyer can assist residents of Media, PA with minimizing estate taxes and ensuring that their assets are distributed according to their wishes. Moreover, an estate planning lawyer can help residents of Media, PA navigate the complex legal and financial issues that arise when planning for the future, such as long-term care planning and Medicaid eligibility. Overall, an estate planning lawyer can provide residents of Media, PA with peace of mind and the assurance that their legacy will be protected.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Media, PA can help individuals prepare for their golden years with confidence. These services are designed to cater to the unique needs of each client and provide them with a personalized plan that ensures financial stability during retirement. One specific aspect of retirement planning in Media, PA is the consideration of the area's high cost of living. The retirement planner takes into account the expenses that retirees in Media, PA may face, such as healthcare costs, property taxes, and housing expenses. By factoring in these costs, the retirement planner can create a comprehensive retirement plan that accounts for all potential expenses and ensures that the client can maintain their desired lifestyle throughout their retirement years. With their expertise and knowledge, a retirement planner in Media, PA can provide peace of mind and a sense of security for those approaching retirement.

Media, PA is undoubtedly the best place to get a retirement planner. The town's vibrant and diverse community provides a unique perspective on financial planning, making it an ideal location for those seeking expert advice. With a plethora of financial institutions and advisory firms, Media, PA offers a wide range of options for those looking to plan for their golden years. Additionally, the town's historical roots and rich cultural scene add depth and complexity to the local expertise. Whether you're looking to invest in the stock market, real estate, or simply want to create a budget, Media, PA has the resources and knowledge to help you achieve your financial goals. So if you're looking to secure your future and enjoy a comfortable retirement, look no further than Media, PA.