Montgomeryville, PA Financial Advisors and Resources



Financial Advisor Firms in Montgomeryville, PA


BLB & B ADVISORS, LLC

Website

(215) 643-9100

103 Montgomery Avenue

Montgomeryville, PA 18936

SEC#: 801-65840
Years in Business: 15 years

GENEOS WEALTH MANAGEMENT, INC.

Website

(215) 997-5700

105 Montgomery Avenue
Suite 1053
Montgomeryville, PA 18936

SEC#: 801-62331
Years in Business: 18 years


How Retirement-Friendly is Montgomeryville, PA?

  • Population: 13,082
  • % of Population 62 Years and Over: 20%
  • Average Home Value: $358,200
  • Average Monthly Housing Cost: $1,691
  • Average Household Income: $139,801
  • 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.)


Montgomeryville, PA Financial Advisor FAQs

The financial advisor earns money when clients invest in the certified investment product, typically through mutual funds with an annual fee charged to cover administrative costs.
Talk with your friends and family members about who they use for their financial advisor so you can see what has worked in the past. When asking around, it's important to remember that not every family member will have the same type of finance advisor so you'll need to keep an open mind when taking this path.
Everyone needs a financial advisor, and it's usually best to start sooner rather than later. The earlier you take action now, the better off you'll be financially in 5 or 10 years.
You want to meet and interact with them before you commit or invest your funds. Ask potential advisors these questions: What area of finance does the individual specialize in? Are there any restrictions as to how long the relationship continues as well as what is expected of me at the end of each meeting?