Jenkintown, PA Financial Advisors and Resources



Financial Advisor Firms in Jenkintown, PA


THE ARANDA GROUP ADVISORS, LLC

Website

(215) 576-6666

724 Old York Road

Jenkintown, PA 19046

SEC#: 801-117280
Years in Business: 2 years

ALDEN CAPITAL

Website

(215) 572-8700

261 Old York Road
Suite 837
Jenkintown, PA 19046

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

LINCOLN INVESTMENT PLANNING, LLC

Website

(215) 885-7115

101 West Avenue, Suite 200

Jenkintown, PA 19046

SEC#: 801-14059
Years in Business: 43 years

CAPITAL ANALYSTS, LLC

Website

(215) 885-7115

101 West Avenue
Suite 200
Jenkintown, PA 19046

SEC#: 801-74614
Years in Business: 9 years

OPPENHEIMER & CO. INC.

Website

(215) 576-3048

One Pitcairn Place
165 Township Line Road, Suite 2300
Jenkintown, PA 19046

SEC#: 801-887
Years in Business: 66 years

OPPENHEIMER & CO. INC.

Website

(215) 576-3048

One Pitcairn Place
165 Township Line Road, Suite 2300
Jenkintown, PA 19046

SEC#: 801-887
Years in Business: 66 years

TFS SECURITIES, INC.

Website

(215) 572-7360

261 Old York Road
520A
Jenkintown, PA 19046

SEC#: 801-56426
Years in Business: 22 years


How Retirement-Friendly is Jenkintown, PA?

  • Population: 4,433
  • % of Population 62 Years and Over: 20.2%
  • Average Home Value: $320,300
  • Average Monthly Housing Cost: $1,557
  • Average Household Income: $137,799
  • 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.)


Jenkintown, PA Financial Advisor FAQs

Look for someone who is transparent about fees, production type (i.e. clients are charged based on performance), experience in the field, etc. Generally speaking, you want someone who can show that they've accomplished something with their previous clients and has demonstrated what he/she does after having an initial meeting with you. Remain cautious of anyone without these credentials or recommendations from educated parties during your research process.
There are three main factors to consider when looking for a financial advisor. The first is cost, the second is past convictions and education, and the third factor is an individual's preferences.
One of the benefits of having an advisor is that they can provide you with objective advice, giving you a broader perspective than what you might get with only your own thoughts.
The financial advisor’s primary role is to help their client reach and stick to goals like paying off debt, getting out of a sticky situation like foreclosure, saving for retirement, or ensuring the safety of their assets in an expensive divorce. The financial advisor can be there when it comes time to figure out which plan is best suited for them and how much risk (or protecting themselves from risk) they want in their lives. They can also recommend annuities and other investments for different situations that fit your future goals.