Willow Grove, PA Financial Advisors and Resources

Financial Advisor Firms in Willow Grove, PA



(215) 657-8600

1000 Easton Road

Willow Grove, PA 19090

SEC#: 801-77839
Years in Business: 8 years



(800) 377-9967

2300 Computer Ave Ste J-54

Willow Grove, PA 19090

SEC#: 801-68010
Years in Business: 14 years

How Retirement-Friendly is Willow Grove, PA?

  • Population: 14,992
  • % of Population 62 Years and Over: 19.4%
  • Average Home Value: $263,800
  • Average Monthly Housing Cost: $1,509
  • Average Household Income: $90,524
  • 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.)

Willow Grove, PA Financial Advisor FAQs

It depends on your situation. If you're not exactly sure where you stand financially, then it's best to consult with a financial advisor. However, if you know where you stand financially and what to work towards for the future, then perhaps hiring an advisor would be unnecessary.
A financial advisor will typically help guide you through all of your personal finance needs. They can help with mortgages, investments, retirement planning, insurance policies, business finances and more.
The three most important things to consider when choosing a financial advisor are fees, qualifications and experience.
If you have an emergency fund set up to take care of 3-6 months worth of expenses or more, really don't budget, are terrible with numbers or are just plain scared about managing your finances on your own then it's time to call a financial advisor.