Best Financial Advisors in Jenkintown, PA

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List of Firms

Jenkintown, PA Fiduciary Financial Advisors

Don Holloschutz - Financial Advisor, Ameriprise Financial Services, LLC
Location 1308 Spruce Ln, Wyncote, PA 19095, USA
Phone (215) 572-8916
Language https://www.ameripriseadvisors.com/don.x.holloschutz/?cid=IP_local_google
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Lincoln Investment Planning
5 out of 5
Location 101 West Ave #200, Jenkintown, PA 19046, USA
Phone (215) 885-7115
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Merrill Lynch Wealth Management Advisor Christopher Michael Slowey
Location 101 West Ave Suite 100, Jenkintown, PA 19046, USA
Phone (215) 517-2217
Language https://fa.ml.com/pennsylvania/jenkintown/hlhlgroup
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Merrill Lynch Wealth Management
Location 101 West Ave, Jenkintown, PA 19046, USA
Phone (215) 517-2200
Language https://www.local.ml.com/ELKINS_PARK_PA
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Modern Wealth Concepts LLC
Location 261 Old York Rd Suite 735, Jenkintown, PA 19046, USA
Phone (215) 782-1877
Language https://www.modernwealthconcepts.com/
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Merrill Lynch Wealth Management
Location 261 Old York Rd, Jenkintown, PA 19046, USA
Phone (215) 881-2650
Language http://www.ml.com/
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Financial Advisors in Jenkintown, PA

Where Certified Financial Advisors in Jenkintown, PA Serve

Nestled in Montgomery County, Pennsylvania, Jenkintown is a charming borough with a rich history and vibrant community. From its quaint downtown area to its tree-lined streets, Jenkintown is a picturesque town that offers something for everyone. One of the most notable landmarks in Jenkintown is the Hiway Theater, a historic movie theater that has been a staple of the community since 1913. The Jenkintown-Wyncote train station is another landmark that has been serving the community since the late 1800s. Jenkintown is home to several top employers, including Abington-Jefferson Health, which is one of the largest healthcare providers in the region. Other major employers in the area include the Jenkintown School District, Jenkintown Borough, and the Jenkintown Police Department. The borough is conveniently located near several major highways, including Route 611 and the Pennsylvania Turnpike.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Jenkintown, PA can benefit greatly from the expertise of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual or family. With the high cost of living in Jenkintown, PA, many residents may be struggling to make ends meet or save for the future. A financial advisor can provide guidance on budgeting, debt management, and investment strategies that can help residents achieve their financial goals. Additionally, with the recent economic uncertainty caused by the COVID-19 pandemic, a financial advisor can help residents navigate the current financial landscape and make informed decisions about their finances.

Insurance Broker

Residents of Jenkintown, PA can greatly benefit from the services of an insurance broker. An insurance broker can help residents of Jenkintown find the best insurance policies for their needs and budget, whether it be for health, auto, home, or business insurance. They can also provide guidance and support in the event of a claim, ensuring that residents receive the compensation they deserve. Specifically, with Jenkintown being a densely populated area with many small businesses, an insurance broker can help these businesses navigate the complex world of commercial insurance and ensure they are adequately protected in the event of an unforeseen event. Overall, an insurance broker can provide peace of mind to residents of Jenkintown, knowing that they are fully protected and have someone to turn to in times of need.

Retirement Planning

Residents of Jenkintown, PA could benefit greatly from the services of a retirement planner. With a population of just over 4,000 people, Jenkintown is a small, tight-knit community where many residents have lived for decades. A retirement planner can help these individuals navigate the complex world of retirement planning, ensuring that they have enough money saved to live comfortably in their golden years. They can also provide guidance on how to maximize Social Security benefits, invest in tax-efficient retirement accounts, and create a comprehensive estate plan. For residents of Jenkintown who value their community and want to ensure a secure future for themselves and their loved ones, a retirement planner can be an invaluable resource.

Wealth Management

Residents of Jenkintown, PA could benefit from a wealth manager in a variety of ways. One of the most common ways is by creating a personalized financial plan that takes into account their unique needs and goals. This could include strategies for saving for college tuition, retirement, or a down payment on a home. Additionally, a wealth manager could help residents of Jenkintown navigate the local real estate market, which can be competitive and fast-moving. With their knowledge of the area, a wealth manager could help residents find the right property and negotiate favorable terms. Overall, a wealth manager could provide valuable guidance and support to residents of Jenkintown as they work towards achieving their financial objectives.

Mortgage Loan Officer

Residents of Jenkintown, PA can benefit greatly from the services of a mortgage loan officer. These professionals can assist in finding the best mortgage rates and terms for homebuyers, as well as help homeowners refinance their existing mortgages. One specific way a mortgage loan officer can help residents of Jenkintown is by understanding the unique housing market in the area. With a mix of historic homes and newer developments, Jenkintown offers a variety of housing options. A knowledgeable loan officer can guide residents through the process of securing a mortgage that fits their specific needs and budget, whether they are purchasing a charming Victorian or a modern townhouse. Additionally, a mortgage loan officer can provide valuable advice on navigating the local real estate market, including understanding zoning laws and property values.

Tax Services

Residents of Jenkintown, PA can benefit from the expertise of a tax advisor in many ways. For example, a tax advisor can help residents navigate the complexities of Pennsylvania state tax laws, which can be particularly confusing for those who have recently moved to the area. Additionally, a tax advisor can help residents take advantage of local tax incentives, such as the Keystone Opportunity Zone program, which offers tax breaks to businesses that locate in designated areas. Furthermore, a tax advisor can help residents plan for the future by providing guidance on retirement savings, estate planning, and other financial matters. Overall, a tax advisor can be an invaluable resource for residents of Jenkintown who want to ensure that they are making the most of their financial resources.

Estate Planning Lawyer

Residents of Jenkintown, PA can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help residents of Jenkintown is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. With the high cost of living in Jenkintown, it is important to protect one's assets and ensure that they are passed down to loved ones. Additionally, an estate planning lawyer can also help with creating trusts, drafting wills, and minimizing taxes. With their expertise, an estate planning lawyer can provide residents of Jenkintown with peace of mind knowing their affairs are in order.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Jenkintown, PA

A financial advisor in Jenkintown, PA can offer a range of financial advising services to help clients make informed decisions about their money. From retirement planning to investment advice, a financial advisor can provide valuable insights and guidance to help clients achieve their financial goals. In particular, Jenkintown, PA is home to a diverse community of individuals and families with unique financial needs and goals. A financial advisor in this area can help clients navigate the local economy, which is driven by a mix of small businesses, healthcare providers, and educational institutions. With a deep understanding of the local market, a financial advisor in Jenkintown, PA can provide tailored financial solutions that meet the specific needs of each client. Whether you're looking to invest in the local real estate market or plan for retirement, a financial advisor in Jenkintown, PA can help you achieve your financial goals with burstiness and complexity.

Jenkintown, PA is the ultimate destination for anyone seeking top-notch financial advising services. This charming borough, located in Montgomery County, boasts a plethora of financial advisors and firms that cater to the diverse needs of its residents. With a population of just over 4,400, Jenkintown is a tight-knit community that values trust and integrity, making it the perfect place to entrust your finances. The town's rich history, dating back to the 19th century, is a testament to its resilience and ability to adapt to changing economic times. From boutique financial firms to large corporations, Jenkintown has it all. The financial advisors here are well-versed in a range of financial matters, including investments, retirement planning, tax planning, and estate planning, among others. With its charming tree-lined streets, thriving local businesses, and a strong sense of community, Jenkintown, PA, is undoubtedly the best place to get financial advising.