Best Financial Advisors in Jenkintown, PA

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Jenkintown, PA Fiduciary Financial Advisors

Lincoln Investment Planning
SEC File# 801-74614
CRD# 162200

5 out of 5

Location 101 West Ave #200, Jenkintown, PA 19046, USA
Phone (215) 885-7115
Merrill Lynch Wealth Management
Location 101 West Ave, Jenkintown, PA 19046, USA
Phone (215) 517-2200
Modern Wealth Concepts LLC
Location 261 Old York Rd Suite 735, Jenkintown, PA 19046, USA
Phone (215) 782-1877
Merrill Lynch Wealth Management
Location 261 Old York Rd, Jenkintown, PA 19046, USA
Phone (215) 881-2650
Don Holloschutz - Financial Advisor, Ameriprise Financial Services, LLC
Location 1308 Spruce Ln, Wyncote, PA 19095, USA
Phone (215) 572-8916
Merrill Lynch Wealth Management Advisor Christopher Michael Slowey
Location 101 West Ave Suite 100, Jenkintown, PA 19046, USA
Phone (215) 517-2217
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About Jenkintown, PA

Jenkintown, PA is located in Montgomery County, just north of Philadelphia. The borough features a number of historic landmarks, including the Jenkintown Train Station and Jenkintown Mansion. Top employers in Jenkintown include Abington Hospital and the Jenkintown School District. Major highways in the area include Route 611 and the Pennsylvania Turnpike. Jenktown's neighborhoods include Jenkintown Proper, Roslyn, and Edgehill.

Where Certified Financial Advisors in Jenkintown, PA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Jenkintown, PA residents are in luck because they have a number of quality banks to choose from when it comes to personal banking services. Each bank offers its own unique set of products and services, so it can be difficult to decide which one is right for you. To help make the decision easier, this article will outline some of the most popular services offered by local banks.

Insurance Broker

Residents of Jenkintown, PA can benefit from the services of insurance brokers. These professionals can help residents find the best rates on insurance policies and ensure that they are getting the coverage they need. In addition, brokers can provide valuable advice on how to protect their property and assets.

Retirement Planning

Jenkintown, PA residents can benefit from working with a financial advisor to create a retirement plan. Financial advisors can help Jenkintown, PA residents save for retirement and make the most of their money. Advisors can also help Jenkintown, PA residents plan for unexpected expenses in retirement.

Wealth Management

Residents of Jenkintown, PA can benefit from wealth management services in order to make the most of their money. Wealth management is a process that involves creating and executing a plan for managing financial assets. This includes everything from savings and investments to estate planning. A wealth manager will help you make smart decisions with your money so that you can achieve your financial goals.

Estate Planning Lawyer

Estate planning lawyers in Jenkintown, PA can help residents protect their assets and plan for the future. By creating a will, estate planning attorneys can help ensure that your property is distributed according to your wishes after you die. They can also help you set up trusts and other legal arrangements to provide for your loved ones in the event of your death or disability.

Mortgage Loan Officer

Mortgage loan officers in Jenkintown, PA can help residents get the best mortgage deals possible. By working with a variety of lenders, they can compare interest rates and terms to find the best deal for each individual. They also work with home buyers to ensure that they are fully aware of all their options and make the best decision for their needs.

Tax Services

Residents of Jenkintown, PA can benefit from the help of a tax accountant. Tax accountants are experts in helping people file their taxes and can offer advice on how to get the most out of your tax return. They can also help you plan for the future and make sure you're taking advantage of all the tax breaks available to you. If you're looking for assistance with your taxes, contact a local tax accountant today.

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