Audubon, PA Financial Advisors and Resources

Financial Advisor Firms in Audubon, PA



(215) 376-5530

2650 Audubon Road

Audubon, PA 19403

SEC#: 801-108388
Years in Business: 5 years

How Retirement-Friendly is Audubon, PA?

  • Population: 9,163
  • % of Population 62 Years and Over: 24.8%
  • Average Home Value: $350,500
  • Average Monthly Housing Cost: $1,661
  • Average Household Income: $120,019
  • 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.)

Audubon, PA Financial Advisor FAQs

The best thing to do is get references. Ask any advisor you're considering whether they can provide you with three or more references, who are not their employees or relatives (including spouses), and preferably people like yourself (e.g., out-of-state residents).
Financial advisors or personal financial advisors have two main jobs. One is to help you invest your money, and the other is to help you minimize taxes created from those investments.
There are a number of factors to consider when choosing a financial advisor. First, do your research and find one that will work with you to find the best option for your needs. Ask questions about how they will make money and what you should expect from them.
It depends, but it is safest if you work with a financial advisor and someone who understands your needs and goals. Even if their advice is not perfect, they help to keep you from paying unnecessary fees and making expensive mistakes.