Best Financial Advisors in Devon, PA

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List of Firms

Devon, PA Fiduciary Financial Advisors

SEC File# 801-70060
CRD# 149946
Location 80 W Lancaster Ave #230, Devon, PA 19333, USA
Phone (610) 848-6760
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
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Lincoln Financial Group
1 out of 5
Location 850 Cassatt Rd, Berwyn, PA 19312, USA
Phone (610) 727-4891
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Convergent Financial Strategies
SEC File# 801-120676
CRD# 158192
Location 460 Swedesford Rd # 2010, Wayne, PA 19087, USA
Phone (484) 477-4100
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Mc Kee Financial Group
Location 5 Station Ln, Berwyn, PA 19312, USA
Phone (610) 725-1070
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Devon Wealth Management Group of Raymond James
Location 92 Lancaster Ave 2nd Fl, Devon, PA 19333, USA
Phone (610) 727-3934
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Devon Financial Partners, LLC
Location 744 Lancaster Ave, Wayne, PA 19087, USA
Phone (610) 293-8300
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Lee Financial Group
Location 431 Lancaster Ave, Devon, PA 19333, USA
Phone (610) 889-7700
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B. Riley Financial
Location 80 W Lancaster Ave Suite 201, Devon, PA 19333, USA
Phone (610) 263-5200
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Wealthcare Solutions, LLC
Location 150 Chester Rd f200, Devon, PA 19333, USA
Phone (610) 977-2409
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Pete Henson - Raymond James
Location 92 Lancaster Ave Ste 205, Devon, PA 19333, USA
Phone (610) 293-7299
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SEC File# 801-117944
CRD# 122477
Location 920 Cassatt Rd Suite 202, Berwyn, PA 19312, USA
Phone (610) 222-5593
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Dorset Financial Services
4 out of 5
Location 131 Lancaster Ave, Devon, PA 19333, USA
Phone (610) 688-0975
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The Riley Company
Location 208 Old Lancaster Rd, Devon, PA 19333, USA
Phone (610) 940-1605
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Retirement Portfolio Solutions
Location 321 S Valley Forge Rd, Devon, PA 19333, USA
Phone (484) 919-5423
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SEC File# 801-107320
CRD# 282753
5 out of 5
Location 485 Devon Park Dr # 119, Wayne, PA 19087, USA
Phone (610) 975-0280
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Barry Richter - Raymond James
Location 92 Lancaster Ave, Devon, PA 19333, USA
Phone (610) 293-7299
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CUBIC Advisors
Location 28 S Waterloo Rd, Devon, PA 19333, USA
Phone (610) 788-2142
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SEC File# 801-110230
CRD# 174694
5 out of 5
Location 940 W Valley Rd #1902, Wayne, PA 19087, USA
Phone (610) 687-3515
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 – 5:00 PM Saturday: Closed Sunday: Closed
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Bridgers Schill Wealth Management Group
SEC File# 801-106789
CRD# 281741
Location 400 Lancaster Ave, Devon, PA 19333, USA
Phone (856) 500-2900
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Bala Financial Group
Location 208 Old Lancaster Rd, Devon, PA 19333, USA
Phone (610) 940-1000
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WR Hambrecht & Co
Location 555 Lancaster Ave # 200, Berwyn, PA 19312, USA
Phone (610) 725-1150
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perspective financial group
Location 22 Cassatt Ave, Berwyn, PA 19312, USA
Phone (610) 854-0035
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Chandi Z Smith Financial Services
Location 28 S Waterloo Rd # 203, Devon, PA 19333, USA
Phone (610) 688-9898
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Newbridge Wealth Management, LLC
5 out of 5
Location 1000 Westlakes Dr #130, Berwyn, PA 19312, USA
Phone (484) 329-8877
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Friedman Financial
Location 1055 Westlakes Dr Suite 305, Berwyn, PA 19312, USA
Phone (610) 232-0422
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Walsh & Nicholson Financial Group
5 out of 5
Location 119 W Wayne Ave, Wayne, PA 19087, USA
Phone (610) 688-4447
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Financial Advisors in Devon, PA

Where Certified Financial Advisors in Devon, PA Serve

Devon, PA is a charming community located in Chester County, Pennsylvania. This idyllic town is home to many landmarks that are worth exploring, including the historic Jenkins Arboretum and Garden, the Devon Horse Show and Country Fair, and the stunning Valley Forge National Historical Park. The top employers in Devon include Vanguard, Devon Veterinary Hospital, and the Devon Whole Foods Market. Major highways and streets in the area include the Pennsylvania Turnpike, Route 202, and Lancaster Avenue. Devon is divided into several distinct neighborhoods, each with its own unique character and charm, including Devon Park, Devonshire, and Devon Square. With its rich history, beautiful scenery, and thriving economy, Devon is a wonderful place to call home.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Devon, PA could benefit greatly from the guidance of a financial advisor. The area is known for its high cost of living and affluent population, which can make managing finances a challenge. A financial advisor can offer personalized advice on budgeting, investing, and retirement planning, taking into account the unique circumstances of each individual or family. Additionally, with the recent economic downturn caused by the COVID-19 pandemic, many residents may be struggling to make ends meet. A financial advisor can help navigate government aid programs and provide strategies for managing debt and expenses during this difficult time. Overall, the expertise and support of a financial advisor can help residents of Devon, PA achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Devon, PA can benefit greatly from the services of an insurance broker. With its affluent population and high property values, Devon is a prime location for individuals and families who need comprehensive insurance coverage. An insurance broker can help residents navigate the complex world of insurance policies and find the right coverage for their unique needs and budget. For example, a broker can help homeowners in Devon find policies that protect their homes and personal belongings from natural disasters like floods and hurricanes, which are common in the area. Additionally, an insurance broker can assist Devon residents in finding affordable health insurance plans that provide coverage for medical expenses and prescription drugs. By working with an insurance broker, residents of Devon can have peace of mind knowing that they are protected in the event of an unexpected event.

Retirement Planning

Residents of Devon, PA could benefit greatly from the services of a retirement planner. With a median age of 45, many residents are likely starting to think about their retirement plans. A retirement planner can help them navigate the complexities of retirement planning, including determining their retirement goals, creating a budget, and investing their savings wisely. Additionally, Devon, PA is known for its high cost of living, so a retirement planner can assist residents in making the most of their retirement income and finding ways to stretch their dollars further. Overall, a retirement planner can provide invaluable guidance and peace of mind to residents of Devon, PA as they plan for their golden years.

Wealth Management

Residents of Devon, PA can benefit greatly from the services of a wealth manager. Devon, PA is a small town in Chester County, known for its affluent community and high standard of living. A wealth manager can provide personalized financial advice and guidance to help residents manage their assets, investments, and retirement plans. They can also help residents create a comprehensive financial plan that takes into account their unique financial goals, risk tolerance, and tax situation. Additionally, a wealth manager can help residents navigate complex financial situations, such as estate planning and charitable giving. With the help of a wealth manager, residents of Devon, PA can feel confident about their financial future and enjoy the benefits of their hard-earned wealth.

Mortgage Loan Officer

Residents of Devon, PA would greatly benefit from the expertise of a mortgage loan officer when it comes to purchasing a home. The loan officer can help navigate the complex process of obtaining a mortgage, ensuring that residents are able to secure the financing they need to purchase their dream home. Additionally, the loan officer can provide valuable advice on the different types of mortgages available, as well as the pros and cons of each. Specifically, in Devon, PA, where the real estate market is highly competitive, a mortgage loan officer can help residents stand out from other buyers and increase their chances of getting their offer accepted. With the help of a loan officer, residents of Devon, PA can confidently navigate the home buying process and achieve their homeownership goals.

Tax Services

Residents of Devon, PA can benefit from the assistance of a tax advisor in a variety of ways. One of the most common ways is through tax planning, which involves creating a strategy to minimize tax liabilities and maximize tax savings. This can be particularly important in Devon, where property values are high and property taxes can be a significant expense. A tax advisor can help residents navigate the complex tax code and identify deductions and credits that may be available to them. Additionally, a tax advisor can provide guidance on retirement planning, estate planning, and other financial matters, helping residents to achieve their long-term financial goals. With the help of a skilled tax advisor, residents of Devon can feel confident in their financial decisions and secure their financial future.

Estate Planning Lawyer

Residents of Devon, PA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can assist residents of Devon, PA is by helping them create a comprehensive estate plan that includes a will, trust, power of attorney, and healthcare directive. With the help of an estate planning lawyer, residents of Devon can ensure that their assets are distributed according to their wishes, their loved ones are taken care of, and their healthcare decisions are respected. Additionally, an estate planning lawyer can provide guidance on minimizing estate taxes and avoiding probate, which can save families time and money. Given the high median home value in Devon, PA, which is over $700,000, having a solid estate plan in place is crucial to protect one's assets and ensure a smooth transfer of wealth to future generations.

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