Chesterbrook, PA Financial Advisors and Resources

Financial Advisor Firms in Chesterbrook, PA



(610) 889-7300

1200 Liberty Ridge Dr Ste 320

Chesterbrook, PA 19087

SEC#: 801-61326
Years in Business: 19 years

How Retirement-Friendly is Chesterbrook, PA?

  • Population: 4,800
  • % of Population 62 Years and Over: 22.2%
  • Average Home Value: $313,300
  • Average Monthly Housing Cost: $1,733
  • Average Household Income: $177,839
  • 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.)

Chesterbrook, PA Financial Advisor FAQs

Financial advisors get paid in a few different ways, but the two most common are from an annual plan-like fee from their client's total account balance and from commissions for selling investments.
A good place to start is by looking for an advisor who is certified either by the Institute of Certified Financial Planners or one with a Certified Public Accountant designation from a state-approved organization.
Ask for references from current or past clients the financial advisor has worked with. If there has been any major change in these relationships, ask why. Be aware that not all financial advisors are registered with a governing body so double check their credentials if you can't find information on FINRA website.
You would benefit from a financial advisor if you're saving for retirement, plan on adding to your portfolio, or want an unbiased opinion about what stocks to buy.