Best Financial Advisors in Devon, PA

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Devon, PA Fiduciary Financial Advisors

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

Where Certified Financial Advisors in Devon, PA Serve

Devon, PA is a borough in Chester County, Pennsylvania. The population was 5,147 at the 2010 census. Major highways in Devon include PA Route 252 and PA Route 202. Some of the borough's landmarks include the Devon Horse Show and Country Fair, which is the oldest and largest horse show in the country, and the Devon Inn. Top employers in Devon include Exelon Corporation, Vanguard Group, and Lincoln National Corporation.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Devon, PA residents can benefit from a wide range of services banks provide. Services banks offer can save Devon, PA residents time and money. For example, by having a checking account with a bank, Devon, PA residents can easily access their money without having to go through the hassle of withdrawing cash from an ATM or cashing a check at a store. In addition, banks often offer discounted interest rates on loans and mortgages to their customers.

Insurance Broker

Devon, PA residents can find insurance brokers to help them find the best rates and coverage for their needs. Brokers are licensed professionals who are experts in the field of insurance. They can help you compare rates and coverage from a variety of providers, and they can also advise you on what type of policy is best for your needs. If you're looking for good advice on insurance, contact a broker today. They will be happy to help you get the coverage that you need at a price that you can afford.

Retirement Planning

Devon, PA residents can benefit greatly from working with a financial advisor when it comes to retirement planning. People often think that they can just save money on their own and be fine when they retire, but this is not always the case. Financial advisors have the expertise and knowledge to help people create a solid retirement plan that will ensure they have enough money saved up. There are many things to consider when planning for retirement, such as how long you will live, what your expenses will be, and how much money you will need each month. A financial advisor can help you figure all of this out and make sure you are on track to have the retirement you want.

Wealth Management

Devon, PA residents can benefit from wealth management services in order to make the most of their money. Wealth management is a process that helps individuals and families plan for their financial future and reach their financial goals. There are a number of different services that fall under the umbrella of wealth management, including investment planning, tax planning, retirement planning, and estate planning. A good wealth manager will work with you to create a personalized plan that fits your unique needs. They will help you invest your money wisely and keep it safe, while also making sure you are on track to meet your long-term financial goals. If you are looking for a way to make the most of your money, contact a wealth manager today.

Estate Planning Lawyer

If you live in Devon, PA and have an estate (assets, investments, real estate) that exceeds $5.49 million dollars, you will want to consult with an estate planning lawyer. An estate planning lawyer can help you make sure that your assets are distributed according to your wishes after you die. They can also help you reduce the amount of taxes that your heirs will have to pay on your estate.

Mortgage Loan Officer

Mortgage loan officers in Devon, PA can help residents with their home buying needs. By providing a variety of services and advice, these professionals can make the process easier for everyone involved. Some of the things mortgage loan officers can do to help residents include: - Explaining the different types of mortgages available - Helping to find the best interest rate for the resident's budget - Guiding the resident through every step of the application process - Answering any questions or concerns that may come up during the process By providing this assistance, mortgage loan officers can help Devon residents feel confident about their purchase and ensure a smooth transaction.

Tax Services

Residents of Devon, PA can take advantage of the many services offered by tax accountants. These professionals can help residents with a variety of tasks, including preparing and filing taxes, consulting on tax-saving strategies, and representing taxpayers during audits. In addition, tax accountants can also provide valuable advice on other financial matters, such as retirement planning and estate planning.

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FAQs About Personal Financial Advisors in Devon, PA