Kennett Square, PA Financial Advisors and Resources



Financial Advisor Firms in Kennett Square, PA


BRANDYWINE OAK PRIVATE WEALTH LLC

Website

(484) 785-0050

500 Old Forge Lane
Suite 501
Kennett Square, PA 19348

SEC#: 801-113624
Years in Business: 3 years

UNION SQUARE CAPITAL PARTNERS, LLC

Website

(484) 731-3101

235 Whitehorse Lane
Suite 200
Kennett Square, PA 19348

SEC#: 801-111658
Years in Business: 4 years

CHATHAM INVESTMENT ADVISORS, LLC

Website

(610) 925-3120

235 Whitehorse Lane

Kennett Square, PA 19348

SEC#: 801-76819
Years in Business: 9 years

TARBOX FAMILY OFFICE, INC.

Website

(203) 451-1997

603 Millers Hill
Unit 215
Kennett Square, PA 19348

SEC#: 801-27225
Years in Business: 35 years

TARBOX FAMILY OFFICE, INC.

Website

(203) 451-1997

603 Millers Hill
Unit 215
Kennett Square, PA 19348

SEC#: 801-27225
Years in Business: 35 years

SPEARHEAD CAPITAL ADVISORS, LLC

Website

(561) 801-7302

203 Avonwood Road

Kennett Square, PA 19348

SEC#: 801-108482
Years in Business: 4 years


How Retirement-Friendly is Kennett Square, PA?

  • Population: 6,190
  • % of Population 62 Years and Over: 16.3%
  • Average Home Value: $271,800
  • Average Monthly Housing Cost: $1,400
  • Average Household Income: $93,053
  • 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.)


Kennett Square, PA Financial Advisor FAQs

Finding a financial advisor is highly recommended as they are helpful assets that can offer sound guidance to maximize your finances, handle debts and taxes, and offer various products and services to fit your financial needs.
Financial advisors meet with clients and do a risk assessment of their holdings. They look at all aspects of a client's finances and provide advice on how they should manage them.
You can get recommendations from people you trust, connect with them on social media, or do some research based on the type of service they offer. Do not hesitate to meet with several advisors before finally commiting to one.
Before you hire a financial advisor, make sure that he/she is properly qualified, registered and insured.