Best Financial Advisors in Silverdale, PA

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Silverdale, PA Fiduciary Financial Advisors

SEC File# 801-110661
CRD# 288705
5 out of 5
Location 272 Ruth Rd, Harleysville, PA 19438, USA
Phone (267) 500-1080
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
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Waypoint Financial LLC
Location 121 Applewood Ln, Dublin, PA 18917, USA
Phone (267) 871-0123
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LPL Financial
SEC File# 801-10970
CRD# 6413
5 out of 5
Location 100 Witmer Rd #140, Horsham, PA 19044, USA
Phone (215) 442-9400
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PTM Wealth Management, LLC
5 out of 5
Location 1501 Lower State Rd Building D, Suite 206, North Wales, PA 19454, USA
Phone (267) 317-1515
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James Simon
Location 780 S Valley Forge Rd, Lansdale, PA 19446, USA
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Ochotny Wealth Management
Location 1816 W Point Pike, Lansdale, PA 19446, USA
Phone (215) 699-6511
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IVC Wealth Advisors
SEC File# 801-114980
CRD# 301127
Location 163 East Main St,, Box 539, Silverdale, PA 18962, USA
Phone (215) 392-6631
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AZT Financial
Location 851 Maple Ave, Harleysville, PA 19438, USA
Phone (610) 551-8327
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Blooming Glen Financial
Location 810 S Perkasie Rd, Blooming Glen, PA 18911, USA
Phone (215) 453-1525
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Granite Financial Solutions, LLC
Location 590 Bethlehem Pike suite b, Colmar, PA 18915, USA
Phone (215) 716-2100
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Blue Bell Private Wealth Management, LLC
SEC File# 801-64005
CRD# 134184
5 out of 5
Location 470 Norristown Rd #305, Blue Bell, PA 19422, USA
Phone (610) 825-3540
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Financial Advisors in Silverdale, PA

Where Certified Financial Advisors in Silverdale, PA Serve

Silverdale, PA is a quaint borough located in Bucks County, Pennsylvania. Its streets are lined with historic homes and buildings, including the Silverdale Inn and the Silverdale Baptist Church. The town is home to several parks and recreation areas, including the Silverdale Borough Park and the nearby Lake Nockamixon State Park. Top employers in Silverdale include the Silverdale Borough government, the Silverdale Volunteer Fire Company, and the nearby Grand View Hospital. Major highways in the area include Route 113 and Route 309, providing easy access to nearby towns and cities. The neighborhoods of Silverdale offer a mix of historic homes and newer developments, with a variety of architectural styles and sizes. The town is known for its strong sense of community and small-town charm, making it a popular destination for families and retirees alike.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Silverdale, PA could benefit from the guidance and expertise of a financial advisor in a number of ways. For starters, many people in this community may struggle with managing their finances due to a lack of financial literacy or education. A financial advisor could help these individuals create a budget, set financial goals, and develop a long-term financial plan to ensure they are on the right track. Additionally, Silverdale is a small town with a tight-knit community, so many residents may have unique financial needs or concerns that require personalized attention. A financial advisor could offer tailored advice and solutions to help these individuals achieve their financial objectives and feel more confident about their financial future.

Insurance Broker

Residents of Silverdale, PA could greatly benefit from the services of an insurance broker. With its small-town charm and close-knit community, Silverdale is home to many families and individuals who rely on insurance coverage to protect their homes, cars, and other assets. An insurance broker can help residents navigate the often confusing world of insurance policies and find the coverage that best suits their needs and budget. For example, with Silverdale being located in a flood-prone area, an insurance broker can help residents obtain flood insurance to protect their homes and belongings from potential damage. Additionally, an insurance broker can provide personalized guidance and support throughout the claims process, ensuring that residents receive the coverage they need in the event of an accident or other unexpected event.

Retirement Planning

Residents of Silverdale, PA could benefit greatly from the expertise of a retirement planner. With a population of just over 1,000 people, many of whom are nearing retirement age, there is a clear need for guidance on how to manage finances and plan for the future. A retirement planner can help Silverdale residents navigate the complexities of Social Security, Medicare, and other retirement benefits, as well as provide advice on investment strategies and estate planning. Additionally, with the cost of living in Silverdale being slightly higher than the national average, a retirement planner can help residents create a realistic budget and identify ways to maximize their retirement income. Overall, a retirement planner can provide invaluable support and peace of mind to the residents of Silverdale as they enter this new phase of life.

Wealth Management

Residents of Silverdale, PA can benefit greatly from the guidance and expertise of a wealth manager. One of the most common ways a wealth manager can help is by creating a personalized financial plan that aligns with the unique needs and goals of each individual. This is particularly important for residents of Silverdale, PA, which is a small, tight-knit community where many families have lived for generations. A wealth manager can help these families navigate complex financial decisions, such as planning for retirement, saving for college tuition, and investing in the local real estate market. Additionally, a wealth manager can provide ongoing support and advice, helping residents of Silverdale, PA make informed decisions and achieve long-term financial stability.

Mortgage Loan Officer

Residents of Silverdale, PA can benefit greatly from the expertise of a mortgage loan officer. These professionals can assist with a variety of tasks, such as helping residents secure financing for a new home or refinancing an existing mortgage. One specific way that a mortgage loan officer can be helpful in Silverdale, PA is by providing guidance on the local housing market. With their knowledge of the area, they can help residents understand the current trends and determine the best time to buy or sell a home. Additionally, they can help residents navigate the complex process of obtaining a mortgage, including filling out paperwork and finding the best interest rates. Overall, a mortgage loan officer can be an invaluable resource for residents of Silverdale, PA looking to achieve their homeownership goals.

Tax Services

Residents of Silverdale, PA can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by assisting with tax planning and preparation. This can include identifying deductions and credits that may be applicable to residents in Silverdale, such as those related to property taxes or local business expenses. Additionally, a tax advisor can provide guidance on how to minimize tax liabilities and maximize returns. For example, Silverdale is a small town with a growing number of small businesses, and a tax advisor can help these businesses navigate the complex tax laws and regulations that apply to them. Overall, a tax advisor can provide valuable insights and advice to help residents of Silverdale, PA make informed decisions and achieve their financial goals.

Estate Planning Lawyer

Residents of Silverdale, PA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help Silverdale residents is by creating a will that outlines how their assets will be distributed after their passing. This is especially important in Silverdale, which is a small borough located in Bucks County with a population of just over 900 people. Many residents in Silverdale have close-knit relationships with their neighbors and want to ensure that their assets are distributed in a fair and equitable manner, which is where an estate planning lawyer can be of great assistance. Additionally, an estate planning lawyer can help residents with other important legal matters, such as setting up trusts, establishing power of attorney, and creating healthcare directives.

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