Banks & Credit Unions in Yardley, PA

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Bank Branches and ATMs in Yardley, PA

Wells Fargo Bank
2 out of 5
Location 225 S Main St, Yardley, PA 19067, USA
Phone (215) 493-0606
Wells Fargo Bank
3 out of 5
Location 679 Heacock Rd, Yardley, PA 19067, USA
Phone (215) 493-2292
Penn Community Bank
5 out of 5
Location 732 Stony Hill Rd building 3, Morrisville, PA 19067, USA
Phone (215) 493-7692
Merrill Lynch Wealth Management
Location 1040 Stony Hill Rd 2nd Floor, Yardley, PA 19067, USA
Phone (267) 757-1437
Santander Bank ATM
Location 16 E Afton Ave, Yardley, PA 19067, USA
Phone (877) 768-2265
Banks in Yardley, PA

Where Yardley, PA Banks & Credit Unions Serve

Yardley, PA is a historic borough located in Bucks County, Pennsylvania, with a population of approximately 2,500 residents. The borough is known for its charming and picturesque downtown area, which features a variety of unique shops and restaurants. One of the most notable landmarks in Yardley is the Delaware Canal, which runs through the town and offers scenic views and recreational opportunities for residents and visitors alike. Top employers in Yardley include the Pennsbury School District, which serves students in the surrounding area, and the Aria Health System, which operates a hospital and several medical facilities in the region. Other major employers in the borough include the Yardley Inn Restaurant and Bar, a popular dining destination, and several local businesses and retail establishments. Major highways and streets in Yardley include Interstate 95, which runs through the eastern part of the borough, and Route 332, which connects Yardley to nearby towns and cities.

Yardley, PA Banking Related Services

Insurance Broker

Residents of Yardley, PA could greatly benefit from the services of an insurance broker. With the town's location along the Delaware River, flood insurance is a crucial consideration for homeowners. An insurance broker can help residents navigate the complexities of flood insurance and ensure they have adequate coverage in the event of a flood. Additionally, Yardley is home to many small businesses, and an insurance broker can assist these entrepreneurs in finding the best insurance policies to protect their assets and mitigate risks. With the help of an insurance broker, residents of Yardley can have peace of mind knowing they are properly covered and protected.

Retirement Planning

Residents of Yardley, PA can greatly benefit from the services of a retirement planner. With its picturesque small-town charm and proximity to major cities like Philadelphia and New York, Yardley is a popular destination for retirees. A retirement planner can help residents of Yardley navigate the complex world of retirement planning, from managing their investments to creating a budget that will allow them to enjoy their golden years. Additionally, due to its location in Bucks County, Yardley is home to many affluent retirees who may have complex financial situations. A retirement planner can provide personalized advice and guidance to help these individuals achieve their retirement goals and maintain their financial security.

Wealth Management

Residents of Yardley, PA can greatly benefit from the guidance of a skilled wealth manager. With its close proximity to Philadelphia and New York City, Yardley is a desirable location for many high-net-worth individuals who require personalized financial planning. A wealth manager can assist these residents in creating a comprehensive financial plan that addresses their unique needs and goals, such as retirement planning, investment management, and tax planning. Additionally, with Yardley's strong sense of community and emphasis on family values, a wealth manager can help families plan for their children's education and establish trusts to ensure their assets are protected for future generations. Overall, a wealth manager can provide invaluable support to Yardley residents looking to secure their financial future and achieve their long-term financial goals.

Financial Advisor

Residents of Yardley, PA can benefit greatly from the guidance of a financial advisor. With the town's proximity to major metropolitan areas like Philadelphia and Trenton, many residents may have complex financial situations that require expert advice. A financial advisor can help Yardley residents create a comprehensive financial plan that takes into account their unique circumstances, such as the cost of living in Bucks County and the local job market. Additionally, a financial advisor can help residents navigate the complexities of saving for retirement, investing, and managing debt. With the help of a financial advisor, Yardley residents can feel confident that they are making informed decisions about their finances and working towards their long-term goals.

Mortgage Loan Officer

Residents of Yardley, PA can benefit greatly from the services of a mortgage loan officer. These professionals can assist in securing a mortgage loan to purchase a home or refinance an existing one. In Yardley, where the median home value is higher than the national average, a mortgage loan officer can help residents navigate the complex process of obtaining a loan. They can provide guidance on the best loan options for each individual's unique financial situation and help residents understand the terms and conditions of the loan. Additionally, a mortgage loan officer can provide support throughout the application process, working to ensure that all necessary documentation is in order and that the loan is approved in a timely manner. With the assistance of a mortgage loan officer, residents of Yardley can achieve their dreams of homeownership and secure a stable financial future.

Tax Services

Residents of Yardley, PA can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help Yardley residents is by providing guidance on local tax laws. Yardley is located in Bucks County, which has its own set of tax regulations that can be confusing for residents. A tax advisor can help residents navigate these laws and ensure that they are in compliance with all local tax requirements. Additionally, a tax advisor can assist residents with tax planning, identifying deductions and credits that can lower their tax burden and maximize their refunds. With the help of a tax advisor, residents of Yardley can save money and avoid costly mistakes when it comes to their taxes.

Estate Planning Lawyer

Residents of Yardley, PA could benefit from the services of an estate planning lawyer in many ways. For example, the lawyer could help them create a will or trust to ensure that their assets are distributed according to their wishes after they pass away. This is particularly important in Yardley, where many families have lived for generations and may own property that has been in their family for a long time. An estate planning lawyer could also help residents plan for incapacity by drafting powers of attorney and healthcare directives. This is especially important in Yardley, where many residents are retired and may be at risk of developing age-related illnesses that could leave them unable to make decisions for themselves. Overall, an estate planning lawyer can provide valuable guidance and peace of mind to residents of Yardley, helping them protect their assets and plan for the future.


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