Best Financial Advisors in King of Prussia, PA

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List of Firms

King of Prussia, PA Fiduciary Financial Advisors

Northwestern Mutual

4 out of 5

Location 1000 Continental Dr # 695, King of Prussia, PA 19406, USA
Phone (610) 975-9900
Independence Square
Location 150 S Warner Rd Suite 100, King of Prussia, PA 19406, USA
Edward Jones - Financial Advisor: Salvatore Alfano, AAMS™|CRPC™

5 out of 5

Location 234 Mall Blvd Suite 220, King of Prussia, PA 19406, USA
Phone (610) 265-3485
Daniel McDevitt - Financial Advisor, Ameriprise Financial Services, LLC
Location 610 Freedom Business Center Dr Ste 230, King of Prussia, PA 19406, USA
Phone (610) 992-2480
Pegasus Financial Planning
Location 555 S Goddard Blvd, King of Prussia, PA 19406, USA
Phone (866) 475-9216
Emerald Asset Management
Location 610 Freedom Business Center Dr Suite 215, King of Prussia, PA 19406, USA
Phone (610) 337-9230
The Plan Advocate
Location 150 S Warner Rd #300, King of Prussia, PA 19406, USA
Phone (610) 520-1500
Money Centers of America Inc

3 out of 5

Location 601 S Henderson Rd #153, King of Prussia, PA 19406, USA
Phone (610) 354-8888
Truist Wealth
Location 150 S Warner Rd, King of Prussia, PA 19406, USA
Phone (610) 263-0530
MLS Wealth Partners - Ameriprise Financial Services, LLC
Location 610 Freedom Business Center Dr Ste 230, King of Prussia, PA 19406, USA
Phone (610) 992-2480
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About King of Prussia, PA

King of Prussia is a borough in Montgomery County, Pennsylvania, United States. It is located northwest of Philadelphia, and is considered a suburb of the city. The population was 19,732 at the 2010 census. Some landmarks in King of Prussia include the King of Prussia Mall, the largest shopping mall in the United States, and Valley Forge National Historical Park. Top employers in King of Prussia include Lockheed Martin, Boeing, and GlaxoSmithKline. Major highways and streets in King of Prussia include U.S. Route 202 and the Pennsylvania Turnpike. Some neighborhoods in King of Prussia include Upper Merion Township, Bridgeport, and Norristown.

Where Certified Financial Advisors in King of Prussia, PA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of King of Prussia, PA can enjoy a number of benefits and services when banking with local institutions. These include everything from checking and savings accounts to loans and mortgages. In addition, many banks offer special deals and discounts to their customers, making it easy for residents to save money on everyday transactions.

Insurance Broker

Residents of King of Prussia, PA can benefit from the services of insurance brokers. Brokers can help residents compare rates and find the best coverage for their needs. They can also help residents file claims and get the money they deserve after an accident or disaster.

Retirement Planning

Most King of Prussia, PA residents know that they need to save for retirement, but many don't know how to go about it. That's where financial advisors come in. Financial advisors can help residents create a retirement plan that fits their unique needs and situation. They can also help residents stay on track with their retirement savings goals, and make adjustments as needed.

Wealth Management

Residents of King of Prussia, PA can benefit from wealth management services in order to help them grow their assets and protect their finances. Wealth management can help you save money on taxes, invest your money wisely, and plan for the future. Contact a wealth management advisor today to learn more about how they can help you reach your financial goals.

Estate Planning Lawyer

King of Prussia, PA residents can work with an estate planning lawyer to create a will or trust.An estate planning lawyer can help you create a will or trust that will ensure your assets are distributed according to your wishes after you die. They can also help you set up powers of attorney and healthcare directives, which will allow you to designate someone to make decisions for you if you are unable to do so yourself.

Mortgage Loan Officer

Mortgage loan officers can help King of Prussia, PA residents in a number of ways. For one, they can provide advice on what type of mortgage is best for the individual's needs. They can also help people apply for mortgages and walk them through the process step-by-step. In addition, mortgage loan officers can work with people to find the best rates and terms available. Finally, they can assist homeowners in refinancing their mortgages if needed.

Tax Services

Residents of King of Prussia, PA can benefit from the help of a tax accountant to ensure they are taking advantage of all the tax breaks available to them. A good tax accountant will know how to optimize your tax situation, so you keep more of your hard-earned money. They can also help you file your taxes correctly and on time, so you don't have to worry about any penalties.

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FAQs About Personal Financial Advisors in King of Prussia, PA