Collegeville, PA Financial Advisors and Resources



Financial Advisor Firms in Collegeville, PA


SENSENIG CAPITAL ADVISORS, INC.

Website

(610) 584-9700

100 Springhouse Drive
Suite 206
Collegeville, PA 19426

SEC#: 801-112425
Years in Business: 3 years

CHRISTINE MESSMER, P.C.

Website

(610) 489-7925

101 Oak Street

Collegeville, PA 19426

SEC#: 801-118953
Years in Business: 1 years

NFP RETIREMENT INC.

Website

(610) 585-6361

260 Zvarick Rd

Collegeville, PA 19426

SEC#: 801-66107
Years in Business: 15 years

NFP RETIREMENT INC.

Website

(610) 585-6361

260 Zvarick Rd

Collegeville, PA 19426

SEC#: 801-66107
Years in Business: 15 years

ALDEN CAPITAL MANAGEMENT INC.

Website

(215) 572-8700

100 Springhouse Drive
Suite 102
Collegeville, PA 19426

SEC#: 801-116941
Years in Business: 2 years

NFP RETIREMENT INC.

Website

(610) 585-6361

260 Zvarick Rd

Collegeville, PA 19426

SEC#: 801-66107
Years in Business: 15 years

ALDEN CAPITAL MANAGEMENT INC.

Website

(215) 572-8700

100 Springhouse Drive
Suite 102
Collegeville, PA 19426

SEC#: 801-116941
Years in Business: 2 years

ALDEN CAPITAL MANAGEMENT INC.

Website

(215) 572-8700

100 Springhouse Drive
Suite 102
Collegeville, PA 19426

SEC#: 801-116941
Years in Business: 2 years


How Retirement-Friendly is Collegeville, PA?

  • Population: 5,152
  • % of Population 62 Years and Over: 11.8%
  • Average Home Value: $343,800
  • Average Monthly Housing Cost: $1,577
  • Average Household Income: $122,164
  • 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.)


Collegeville, PA Financial Advisor FAQs

Financial advisors provide investment advice and work to protect their clients' investments.
Yes! If you are not sure what questions to ask when choosing an advisor or concerned about how much risk your money should have, then financial advisors exist for a reason. Financial advisors are professionals in the investment field who manage clients' assets and work with them to develop long-term investment plans by analyzing and determining what securities (stocks, bonds, mutual funds) might be best for their investment needs.
There are two types of financial advisors, fee-only and commission-based. Fee-only advisors charge you a fee for their service while commission based advisors may get paid different ways: commissions, management fees, or other charges.
The best way to find a financial advisor is by looking for and contacting prospective advisors and asking them about how they work. You can also do some research on your own internet search to see if the prospective advisor you've contacted meets any necessary guidelines, such as accreditation.