Wealth Management in Yardley, PA

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List of Firms

Yardley, PA Wealth Management Firms

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Axiom Wealth Management
Location 1155 Quarry Commons Dr, Yardley, PA 19067, USA
Phone (215) 321-4300
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DS Financial Strategies
5 out of 5
Location 25 S Main St, Yardley, PA 19067, USA
Phone (215) 660-0288
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Merrill Lynch Wealth Management Advisor Percy L Mason III
Location 1040 Stony Hill Rd 2nd Floor, Yardley, PA 19067, USA
Phone (267) 757-8966
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Sargent Wealth Management of Janney Montgomery Scott
Location 1010 Stony Hill Rd Suite 300, Yardley, PA 19067, USA
Phone (267) 685-4205
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Prometheus Capital Management Corp
SEC File# 801-113098
CRD# 121982
Location 30 S Main St, Yardley, PA 19067, USA
Phone (215) 321-9312
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JRB Wealth Management
5 out of 5
Location 15 W Afton Ave, Yardley, PA 19067, USA
Phone (215) 321-8650
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Apex Financial Advisors Inc
Location 85 S Main St, Yardley, PA 19067, USA
Phone (215) 493-1900
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SEC File# 801-121464
CRD# 134311
5 out of 5
Location 37 S Main St, Yardley, PA 19067, USA
Phone (267) 573-1019
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 – 1:00 PM Saturday: Closed Sunday: Closed
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Wealth Management in Yardley, PA

Where Wealth Management Advisors in Yardley, PA Serve

Nestled in the heart of Bucks County, Yardley, PA is a charming town steeped in history and culture. With its picturesque landmarks and bustling business community, Yardley offers something for everyone. From the iconic Yardley Inn to the historic Old Library by Lake Afton, the town is dotted with landmarks that tell the story of its rich past. The Delaware Canal State Park is a popular destination for hiking and biking, while the Yardley Farmers Market is a hub of activity on weekends. Top employers in the area include Pennsbury School District, St. Mary Medical Center, and Capital Health. Major highways and streets include I-95, Route 1, and Main Street. The neighborhoods of Yardley, including Makefield Terrace and Yardley Borough, offer a mix of historic homes and modern developments. Whether you're looking for a quaint place to call home or a thriving business community to grow your career, Yardley has it all.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Yardley, PA can benefit from a bank in various ways. One of the most common ways is through personal banking services, which include opening checking and savings accounts, applying for loans and mortgages, and managing credit cards. Additionally, Yardley is a small town with a strong sense of community, and the local bank can play a vital role in supporting small businesses and local events. For instance, the bank can provide financing options for entrepreneurs, sponsor community events, and donate to local charities. Moreover, Yardley is located in Bucks County, which is known for its historic landmarks and tourist attractions. Therefore, the bank can offer travel-related services such as foreign currency exchange and travel insurance to help residents plan their vacations and explore the county's rich history and culture. Overall, a bank can serve as a valuable resource for the residents of Yardley, PA, providing financial and community support.

Insurance Broker

Residents of Yardley, PA can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can provide personalized advice on the most suitable insurance policies for their clients' unique needs. This is particularly important in Yardley, PA, where the population is diverse and includes families, retirees, and small business owners. Secondly, an insurance broker can help residents navigate the complex world of insurance, which can be overwhelming for many people. They can explain the different types of insurance available, such as home insurance, auto insurance, and life insurance, and help clients understand what each policy covers. Finally, an insurance broker can help residents save money by finding the best deals on insurance policies. This is especially important in Yardley, PA, where the cost of living is higher than the national average, and many residents are looking for ways to cut costs without sacrificing quality.

Retirement Planning

Residents of Yardley, PA could benefit from the expertise of a retirement planner in a multitude of ways. One specific challenge that Yardley residents may face is the high cost of living in the area. A retirement planner could assist with developing a personalized financial plan that takes into account the unique cost of living in Yardley, including factors such as property taxes and healthcare expenses. Additionally, a retirement planner could provide guidance on optimizing retirement savings, navigating Social Security benefits, and developing a comprehensive estate plan. With a retirement planner's expertise, Yardley residents could feel more confident in their financial future and better equipped to achieve their retirement goals.

Financial Advisor

Residents of Yardley, PA can benefit from the expertise of a financial advisor in various ways. With its status as a suburban town located in Bucks County, Yardley is known for its affluent community and high property values. A financial advisor can provide guidance to residents on how to manage their wealth and investments effectively, taking into consideration the unique characteristics of the local real estate market. They can also help residents plan for retirement and navigate the complexities of tax laws, particularly in Pennsylvania where state and local taxes can be burdensome. Additionally, a financial advisor can assist residents in creating a comprehensive estate plan that ensures their assets are protected and distributed according to their wishes. With the many financial challenges that come with living in Yardley, having a skilled financial advisor can be invaluable for residents looking to secure their financial future.

Mortgage Loan Officer

Residents of Yardley, PA can benefit from the expertise of a mortgage loan officer in several ways. Firstly, a loan officer can help residents navigate the complex process of applying for a mortgage and securing the best possible interest rates. Secondly, they can assist in identifying the most suitable mortgage options based on the specific needs and financial situation of the resident. Moreover, with Yardley being a historic town with unique housing options, a loan officer can provide valuable insight into the intricacies of financing older homes or properties with historical significance. Additionally, they can help residents understand the various loan programs available, such as FHA or VA loans, and guide them through the application process. Overall, a mortgage loan officer can provide invaluable assistance to residents of Yardley, PA looking to purchase or refinance a home.

Tax Services

Residents of Yardley, PA can benefit from the expertise of a tax advisor in numerous ways. One specific area where a tax advisor can be of great assistance is in navigating the complex tax laws and regulations that apply to small business owners in the area. With Yardley being home to many small businesses, a tax advisor can help owners understand the various tax credits and deductions available to them, as well as help them avoid costly mistakes and penalties. Additionally, a tax advisor can provide guidance on tax planning strategies, such as how to structure a business entity for maximum tax efficiency and how to minimize tax liabilities while maximizing profits. Overall, the services of a tax advisor can be invaluable for residents of Yardley, PA looking to stay compliant with tax laws and optimize their financial situation.

Estate Planning Lawyer

Residents of Yardley, PA can benefit from an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents create a comprehensive estate plan that includes a will, trust, power of attorney, and healthcare directives. With Yardley, PA being a small borough in Bucks County, it is essential to have a well-documented estate plan to ensure that your assets are distributed according to your wishes and that your loved ones are taken care of after your passing. Secondly, an estate planning lawyer can assist residents in minimizing estate taxes and avoiding probate. This is particularly important in Yardley, PA, where the median household income is higher than the national average, and many residents have substantial assets. Lastly, an estate planning lawyer can help residents plan for long-term care and Medicaid eligibility. With Yardley, PA being a retirement destination for many seniors, it is crucial to have a plan in place to cover long-term care expenses, which can be costly and financially devastating without proper planning.

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