Retirement Planning in Devon, PA

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List of Firms

Top Retirement Planners in Devon, PA

Diversified
SEC File# 801-112580
CRD# 123859
Location 480 Swedesford Rd #120, Wayne, PA 19087, USA
Phone (610) 627-5920
Language http://diversifiedllc.com/
Directions
The Rittenhouse Group - Morgan Stanley
Location 899 Cassatt Rd STE 100, Berwyn, PA 19312, USA
Phone (610) 408-6591
Language https://advisor.morganstanley.com/the-rittenhouse-group?y_source=1_MTA4MjUyMDctNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Niche Financial Services Inc.
Location 656 Swedesford Rd #301, Wayne, PA 19087, USA
Phone (610) 941-6900
Language https://nichefinancial.com/
Directions
John Hancock Financial Network
Location 208 Old Lancaster Rd, Devon, PA 19333, USA
Phone (484) 581-1184
Language https://www.johnhancock.com/
Directions
Summit Group Retirement Planners
SEC File# 801-110664
CRD# 169823
Location 431 Exton Cmns, Exton, PA 19341, USA
Phone (267) 433-1050
Language http://www.sgretirementplanners.com/contact/
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: 9:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Dorset Financial Services
4 out of 5
Location 131 Lancaster Ave, Devon, PA 19333, USA
Phone (610) 688-0975
Directions
Rolek Retirement Planning
Location 1055 Westlakes Dr #300, Berwyn, PA 19312, USA
Phone (267) 427-5667
Language https://www.rolekretirement.com/
Directions
Brightview Devon - Senior Independent Living, Personal Care, Memory Care
4 out of 5
Location 301 E Conestoga Rd, Wayne, PA 19087, USA
Phone (484) 991-4735
Language https://www.brightviewseniorliving.com/find-a-community/brightview-devon
Directions
Devon Wealth Management Group of Raymond James
Location 92 Lancaster Ave 2nd Fl, Devon, PA 19333, USA
Phone (610) 727-3934
Language https://www.raymondjames.com/DevonWealthManagement
Directions
Wealth Advisory Group Inc
Location 1055 Westlakes Dr #130, Berwyn, PA 19312, USA
Phone (610) 225-1000
Language https://wagadvisors.com/
Directions
Retirement Planning in Devon, PA

About Devon, PA for Those Planning to Retire

Devon, PA is a charming community located in Chester County, Pennsylvania. It boasts of several notable landmarks, including the Devon Horse Show and Country Fair, which is the oldest and largest outdoor multi-breed horse competition in the United States. Additionally, the historic Devon Inn, which was built in 1896, is a popular destination for tourists and locals alike. Top employers in the area include Vanguard, a leading investment management company, and Siemens Medical Solutions, a global leader in medical technology. Major highways that run through Devon include the Pennsylvania Turnpike and Route 202, which provide easy access to nearby cities such as Philadelphia and King of Prussia. Devon is also home to several beautiful neighborhoods, including the Devon Park, Devonshire, and Devon Square communities. These neighborhoods offer a variety of housing options, from sprawling estates to cozy townhomes, and are known for their friendly residents and strong sense of community. Overall, Devon, PA is a vibrant and thriving community that offers something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Devon, PA could benefit from a bank in various ways. Firstly, a bank can provide them with a range of financial services, such as checking and savings accounts, loans, and credit cards. This is particularly important for Devon, PA residents as the area is known for its affluent population, which means that there may be a higher demand for these types of services. Additionally, a bank can offer investment advice and help residents plan for their future financial goals, such as retirement or saving for a child's education. Furthermore, a bank can provide residents with access to online and mobile banking services, which is crucial in today's digital age. This is especially important for Devon, PA residents who may have busy schedules and need to manage their finances on the go. Overall, a bank can be a valuable resource for residents of Devon, PA, providing them with the tools and support they need to manage their finances effectively and achieve their financial goals.

Insurance Broker

Residents of Devon, PA can benefit greatly from the services of an insurance broker. With its close proximity to Philadelphia and its affluent population, Devon presents unique insurance needs that require the expertise of a broker. From finding the right coverage for high-value homes to navigating the complexities of healthcare insurance, a broker can provide tailored solutions to meet the needs of residents. Additionally, with the growing threat of natural disasters like hurricanes and flooding in the area, a broker can help residents secure appropriate coverage to protect their homes and belongings. With the ever-changing insurance landscape, a broker can also help residents stay up-to-date on the latest policies and regulations, ensuring that they are adequately protected. Overall, an insurance broker can provide invaluable support to residents of Devon, PA, helping them navigate the complexities of insurance and secure the coverage they need to protect their assets and loved ones.

Wealth Management

Residents of Devon, PA can greatly benefit from the services of a wealth manager in various ways. One of the most common ways is through investment management. A wealth manager can help residents of Devon, PA to identify and invest in profitable opportunities that align with their financial goals. This is particularly important in Devon, PA, which is known for its affluent population. With a wealth manager's guidance, residents can make informed investment decisions that maximize their returns. Additionally, a wealth manager can provide financial planning services that help residents to plan for their future, including retirement planning, estate planning, and tax planning. This level of financial planning is crucial in Devon, PA, where residents have high net worth and complex financial situations. Overall, a wealth manager can help residents of Devon, PA to achieve financial stability and security, and to make the most of their wealth.

Financial Advisor

Residents of Devon, PA can benefit from a financial advisor in various ways. One of the most common ways is by creating a personalized financial plan that aligns with their long-term goals. With the cost of living in Devon, PA being higher than the national average, a financial advisor can help residents navigate their finances and make informed decisions. They can also provide guidance on investment strategies, retirement planning, and tax planning. For example, a financial advisor can recommend tax-efficient investment options for residents who work in the nearby cities of Philadelphia or Wilmington. Additionally, with the median household income in Devon, PA being over $150,000, a financial advisor can help residents manage their wealth and plan for the future. By working with a financial advisor, residents can gain peace of mind knowing that their financial future is in good hands.

Mortgage Loan Officer

Residents of Devon, PA can benefit from the expertise of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can help residents navigate the complex and ever-changing mortgage market, providing them with the necessary information and advice to make informed decisions. Secondly, a mortgage loan officer can assist residents in securing the best possible mortgage rates and terms, which can ultimately save them thousands of dollars over the life of their loan. Additionally, given the high cost of living in Devon, PA, a mortgage loan officer can help residents identify and secure financing options that are tailored to their unique financial situation, such as low down payment programs or government-backed loans. With the help of a skilled mortgage loan officer, residents of Devon, PA can achieve their dreams of homeownership and secure a brighter financial future for themselves and their families.

Tax Services

Residents of Devon, PA can benefit from the expertise of a tax advisor in many ways. One of the most common ways is through tax planning, where the advisor can help individuals and businesses minimize their tax liability by identifying deductions and credits that they may be eligible for. Additionally, a tax advisor can assist with tax preparation, ensuring that tax returns are accurate and filed on time. In Devon, PA, where there is a high concentration of small businesses, tax advisors can provide valuable advice on how to structure their businesses and manage their finances to maximize tax benefits. Furthermore, with the recent changes to the tax laws, a tax advisor can help residents of Devon, PA navigate the complex regulations and understand how they may be impacted. Overall, a tax advisor can provide invaluable assistance to residents of Devon, PA in managing their taxes and finances, allowing them to focus on their personal and professional goals.

Estate Planning Lawyer

Residents of Devon, PA can benefit from the expertise of an estate planning lawyer in a variety of ways. For instance, an estate planning lawyer can help residents create a will or trust that reflects their wishes and protects their assets. Additionally, they can help residents navigate the complexities of estate tax laws and develop a plan to minimize tax liability. One specific challenge that Devon residents may face is the need to plan for the potential impact of Pennsylvania's inheritance tax, which can be as high as 15% for some beneficiaries. An experienced estate planning lawyer can help Devon residents understand their options and develop a comprehensive plan that addresses their unique needs and concerns. Whether it's creating a trust to protect assets for future generations or developing a plan to ensure that a family business can continue to thrive after the owner's passing, an estate planning lawyer can provide invaluable guidance and support.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services are essential for individuals who wish to secure their financial future during their golden years. A retirement planner in Devon, PA can provide a range of services to help clients achieve their retirement goals. From creating a personalized retirement plan to managing investment portfolios, a retirement planner can help clients navigate the complexities of retirement planning. In Devon, PA, retirement planners can also offer specialized services that cater to the unique needs of the local community. For example, given that Devon is home to many affluent retirees, a retirement planner in the area may specialize in estate planning and wealth management services to help clients preserve and grow their wealth. With their burstiness and complexity, retirement planners in Devon, PA can help clients achieve a comfortable retirement that is tailored to their specific needs and goals.

Devon, PA is the ideal place to get a retirement planner due to its abundance of financial experts and resources. With a population of just over 1,500, Devon boasts a tight-knit community that values financial stability and planning for the future. The town is home to several reputable financial institutions, including banks, investment firms, and wealth management companies, all of which offer a range of retirement planning services. Additionally, Devon is located in the heart of Chester County, a region known for its strong economy and high quality of life. This means that retirees in Devon have access to a wide range of resources and amenities, including top-notch healthcare facilities, cultural attractions, and recreational opportunities. Whether you're looking to invest your retirement savings, plan for long-term care, or simply enjoy your golden years, Devon, PA offers everything you need to make the most of your retirement.