Wealth Management in Exton, PA

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

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Exton, PA Wealth Management Firms

generic_business-71
Merrill Lynch Wealth Management Advisor Frederick J Hoey
Location 224 Valley Creek Blvd, Exton, PA 19341, USA
Phone (610) 594-1180
Directions
generic_business-71
Merrill Lynch Wealth Management Advisor Ted Zobian
Location 224 Valley Creek Blvd, Exton, PA 19341, USA
Phone (610) 594-1128
Directions
generic_business-71
Forefront Wealth Management Inc.
5 out of 5
Location 18 Church Rd, Malvern, PA 19355, USA
Phone (610) 600-1099
Directions
generic_business-71
Merrill Lynch Wealth Management Advisor D. Scott Wisman
Location 224 Valley Creek Blvd, Exton, PA 19341, USA
Phone (610) 594-1186
Directions
generic_business-71
Delphi Wealth Management Group
5 out of 5
Location 805 Springdale Dr, Exton, PA 19341, USA
Phone (484) 928-1700
Directions
SEC File# 801-121415
CRD# 129301
Location 305 Exton Cmns, Exton, PA 19341, USA
Phone (610) 363-4000
Directions
generic_business-71
Videre Wealth Management
Location 557 W Uwchlan Ave # 240, Exton, PA 19341, USA
Phone (610) 458-5790
Directions
generic_business-71
Tom Graybill - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 314 Exton Cmns, Exton, PA 19341, USA
Phone (610) 524-1200
Directions
generic_business-71
blasdell & co
Location 600 Eagleview Blvd #300, Exton, PA 19341, USA
Phone (610) 942-8656
Directions
generic_business-71
The Buoni Wealth Management Group of Janney Montgomery Scott
Location 200 N High St Suite 201, West Chester, PA 19380, USA
Phone (610) 436-6063
Directions
SEC File# 801-122994
CRD# 127517
3 out of 5
Location 300 N Pottstown Pike Suite 240, Exton, PA 19341, USA
Phone (610) 524-7031
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Green Arrow Financial Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 855 Springdale Dr Ste 100, Exton, PA 19341, USA
Phone (484) 879-6021
Directions
generic_business-71
Philip Leshock - Thrivent
Location 300 N Pottstown Pike Suite 170, Exton, PA 19341, USA
Phone (484) 875-0202
Directions
generic_business-71
Wealth Enhancement Group
5 out of 5
Location 4 Mystic Ln, Malvern, PA 19355, USA
Phone (610) 251-9393
Directions
Wealth Management in Exton, PA

Where Wealth Management Advisors in Exton, PA Serve

Exton, PA is a bustling suburban community located in Chester County, Pennsylvania. Home to a variety of landmarks, top employers, major highways and streets, and unique neighborhoods, Exton is a vibrant and diverse community that offers something for everyone. One of the most notable landmarks in Exton is the Exton Square Mall, a popular shopping destination that features a wide variety of stores and restaurants. Other notable landmarks include the Marsh Creek State Park, a picturesque park that offers hiking, fishing, and boating opportunities, and the Exton Train Station, a historic train station that offers easy access to Philadelphia and other nearby cities. Exton is also home to a number of top employers, including West Pharmaceutical Services, Bentley Systems, and the Vanguard Group. These companies provide a wide range of job opportunities for residents of the area, making Exton a great place to live and work. Major highways and streets in the area include the Pennsylvania Turnpike, Route 100, and Route 30.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Exton, PA can benefit from a bank in numerous ways. One of the most common ways is by offering financial services such as savings and checking accounts, loans, and credit cards. With a bank, residents can easily manage their finances, deposit and withdraw money, and even apply for mortgages to buy homes in the area. Additionally, a bank can help residents with financial planning and investment advice, which is crucial in a town like Exton, known for its high cost of living. Furthermore, a bank can provide small businesses in Exton with loans and lines of credit to help them grow and expand. Overall, a bank in Exton, PA can provide residents with the financial tools and resources they need to thrive in a competitive and expensive environment.

Insurance Broker

Residents of Exton, PA can benefit greatly from the services of an insurance broker. With the ever-changing insurance landscape, it can be difficult to navigate the various policies and coverage options available. An insurance broker can assist residents in finding the right insurance plan that fits their unique needs and budget. This is particularly important in Exton, PA, where the cost of living is higher than the national average. Additionally, an insurance broker can help residents understand complex insurance jargon and decipher policy language, ensuring that they are fully aware of what their insurance covers. With the help of an insurance broker, residents of Exton, PA can have peace of mind knowing that they are adequately protected in case of unforeseen events.

Retirement Planning

Residents of Exton, PA can benefit greatly from the expertise of a retirement planner. With its proximity to major cities like Philadelphia and its growing population of retirees, Exton presents unique challenges and opportunities for those planning for their golden years. A retirement planner can help Exton residents navigate the complexities of Social Security and Medicare, as well as provide guidance on investment strategies and tax planning. Additionally, with the high cost of living in the area, a retirement planner can help Exton residents create a budget and savings plan that takes into account the specific financial challenges of living in this region. With their knowledge and experience, a retirement planner can help Exton residents achieve their retirement goals and enjoy their golden years to the fullest.

Financial Advisor

Residents of Exton, PA could benefit from the expertise of a financial advisor in a multitude of ways. One specific area where a financial advisor could be of great assistance is in navigating the local real estate market. Exton, PA is a rapidly growing community that has seen a surge in new construction and development in recent years. With so many options available, it can be overwhelming for residents to make informed decisions about buying or selling property. A financial advisor can provide valuable insights into the local market trends, help residents understand the financial implications of their decisions, and provide guidance on how to maximize their investments. In addition, a financial advisor can assist with retirement planning, investment management, tax planning, and other financial matters that are critical to the long-term financial health of Exton residents. By working with a financial advisor, residents can feel confident that they are making informed decisions that will help them achieve their financial goals.

Mortgage Loan Officer

Residents of Exton, PA can benefit from the expertise of a mortgage loan officer in several ways. Firstly, with the housing market in Exton being highly competitive, a mortgage loan officer can help residents navigate the complex process of securing a mortgage loan. They can provide residents with information on the different types of mortgages available, as well as help them understand the terms and conditions of each. Additionally, a mortgage loan officer can assist residents in finding the best mortgage rates and terms that suit their financial needs. With the median household income in Exton being $96,000, having the support of a mortgage loan officer can be invaluable in making homeownership a reality for many families. Furthermore, with the area being home to many first-time homebuyers, a mortgage loan officer can provide guidance and support throughout the entire home buying process, from pre-approval to closing.

Tax Services

Residents of Exton, PA can benefit from the services of a tax advisor in various ways. For instance, a tax advisor can help residents navigate the complex tax laws and regulations in Pennsylvania, which differ from those in other states. Exton, PA residents may also require assistance with local tax codes, such as the Earned Income Tax or the Local Services Tax. Additionally, a tax advisor can help residents minimize their tax liabilities by identifying tax deductions and credits that they may be eligible for. This is particularly important in Exton, PA, where property taxes are relatively high, and residents may need to take advantage of every available tax break to reduce their tax burden. Furthermore, a tax advisor can offer guidance on tax planning strategies to help Exton, PA residents achieve their financial goals and maximize their savings. Overall, working with a tax advisor can provide invaluable support to Exton, PA residents in navigating the intricacies of the tax system and making informed financial decisions.

Estate Planning Lawyer

Residents of Exton, PA can greatly benefit from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help is by creating a comprehensive estate plan that ensures the client's assets are distributed according to their wishes. This is particularly important in Exton, PA, which has a growing population of retirees and elderly individuals who need to plan for their future. An estate planning lawyer can also help clients minimize their tax liabilities and protect their assets from creditors. Additionally, an estate planning lawyer can assist with creating a living will, power of attorney, and healthcare proxy, which are all essential documents for individuals who want to ensure that their wishes are respected in the event of incapacity or death. Overall, an estate planning lawyer can provide valuable guidance and support to residents of Exton, PA, helping them to plan for their future and protect their loved ones.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs