Ardmore, PA Financial Advisors and Resources



Financial Advisor Firms in Ardmore, PA


WINDSOR SECURITIES INC

Website

(610) 642-3100

25 East Athens Avenue

Ardmore, PA 19003

SEC#: 801-11280
Years in Business: 45 years

SANTANDER SECURITIES LLC

Website

(787) 759-5363

44 East Lancaster Avenue

Ardmore, PA 19003

SEC#: 801-56796
Years in Business: 22 years

SANTANDER SECURITIES LLC

Website

(787) 759-5363

44 East Lancaster Avenue

Ardmore, PA 19003

SEC#: 801-56796
Years in Business: 22 years

MERION SQUARE CAPITAL LLC

Website

(215) 359-4120

40 E Montgomery Avenue
Suite 412
Ardmore, PA 19003

SEC#: 801-114603
Years in Business: 2 years

TANAGER WEALTH MANAGEMENT LLP

Website

(215) 298-9042

23 Rittenhouse Pl

Ardmore, PA 19003

SEC#: 801-77494
Years in Business: 8 years

SEGALL BRYANT & HAMILL, LLC

Website

(180) 083-4265

32 Parking Plaza
Suite 700
Ardmore, PA 19003

SEC#: 801-47232
Years in Business: 27 years


How Retirement-Friendly is Ardmore, PA?

  • Population: 12,808
  • % of Population 62 Years and Over: 20.7%
  • Average Home Value: $361,900
  • Average Monthly Housing Cost: $1,621
  • Average Household Income: $132,322
  • Pennsylvania Total Tax Burden: 8.46% (23rd Highest in U.S.)
  • Pennsylvania Property Tax: 2.82% (24th Highest in U.S.)
  • Pennsylvania Individual Income Tax: 2.52% (19th Highest in U.S.)
  • Pennsylvania Sales and Excise Tax: 3.12% (19th Lowest in U.S.)


Ardmore, PA Financial Advisor FAQs

There are a few options for finding financial advisors in Ardmore, PA. First, you could do some research online to see if there are any brokerage firms that operate in the county. Alternatively, you might want to ask your friends or co-workers if they have any experience with brokers or find someone on LinkedIn who has an extensive financial advisor profile.
Financial advisors often assist in the investment of capital for wealthy individuals and corporations. They can also offer a range of services to help someone reach their financial goals, such as retirement planning, estate planning, tax advice, wealth management and help in leveraging financial assets.
Financial advisors can get paid by receiving fees for advice on investments, stocks, bonds, and other types of financial products. They might also receive commissions from the sale of these assets.
As with many things, the cost of a financial advisor varies depending on the needs and wants of the customer. For someone who has made a considerable amount of money, it might be worth spending more on an advisors fees in order to get access to quality advice.