Exton, PA Financial Advisors and Resources



Financial Advisor Firms in Exton, PA


SUMMIT GROUP RETIREMENT PLANNERS, INC.

Website

(484) 467-7899

431 Exton Commons

Exton, PA 19341

SEC#: 801-110664
Years in Business: 4 years

BIRCH RUN INVESTMENTS, LLC

Website

(610) 321-3453

211 Welsh Pool Road
Suite 234
Exton, PA 19341

SEC#: 801-108422
Years in Business: 5 years

WARREN FINANCIAL SERVICE

Website

(610) 363-2000

7 Dowlin Forge Rd

Exton, PA 19341

SEC#: 801-79496
Years in Business: 7 years

PROWELL FINANCIAL MANAGEMENT, LLC

Website

(484) 359-4057

717 Constitution Drive
Suite 102
Exton, PA 19341

SEC#: 801-108292
Years in Business: 5 years

WEALTH MANAGEMENT SOLUTIONS

Website

(610) 524-7031

300 North Pottstown Pike
Suite 240
Exton, PA 19341

SEC#: 801-106607
Years in Business: 6 years

TD PRIVATE CLIENT WEALTH LLC

Website

(215) 901-4279

100 Iron Lake Blvd

Exton, PA 19341

SEC#: 801-77771
Years in Business: 8 years

TD PRIVATE CLIENT WEALTH LLC

Website

(215) 901-4279

100 Iron Lake Blvd

Exton, PA 19341

SEC#: 801-77771
Years in Business: 8 years

TD PRIVATE CLIENT WEALTH LLC

Website

(215) 901-4279

100 Iron Lake Blvd

Exton, PA 19341

SEC#: 801-77771
Years in Business: 8 years

TD PRIVATE CLIENT WEALTH LLC

Website

(215) 901-4279

100 Iron Lake Blvd

Exton, PA 19341

SEC#: 801-77771
Years in Business: 8 years


How Retirement-Friendly is Exton, PA?

  • Population: 5,382
  • % of Population 62 Years and Over: 18.8%
  • Average Home Value: $389,600
  • Average Monthly Housing Cost: $1,643
  • Average Household Income: $126,743
  • 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.)


Exton, PA Financial Advisor FAQs

The best way to find a financial advisor is through a referral from a family member or friend. Good advisors should be open about what they charge and should make their clients' well-being their main priority.
People often feel as if they know everything about money and investing until they have been burnt one too many times. Professional financial advisors are trained in what you should do, and what you shouldn't so your assets don't take a major hit. They will also help guide retirement purchases and investments so that this time around, the investment pays off instead of going up in flames.
A financial advisor and what they cost can vary depending on the type of advisor and their credentials. An investment advisor who holds a CFA designation, for example, is typically more expensive than someone who has not been officially certified.
A financial advisor provides investment and finance guidance for their clients. This one-on-one, personalized help can help you find the right products and strategies for your goals and perspective.