Yardley, PA Financial Advisors and Resources



Financial Advisor Firms in Yardley, PA


PROMETHEUS CAPITAL MANAGEMENT CORP.

Website

(215) 321-9312

30 S. Main Street

Yardley, PA 19067

SEC#: 801-113098
Years in Business: 3 years

PENN INVESTMENT ADVISORS, INC.

Website

(180) 062-1027

107 Floral Vale Blvd

Yardley, PA 19067

SEC#: 801-70683
Years in Business: 12 years

APEX FINANCIAL ADVISORS, INC

Website

(215) 493-1900

85 South Main Street

Yardley, PA 19067

SEC#: 801-71884
Years in Business: 11 years

COVERED BRIDGE ADVISORS, LLC

Website

(215) 579-5760

708 Floral Vale Blvd.

Yardley, PA 19067

SEC#: 801-112298
Years in Business: 3 years

CROSSGATE WEALTH ADVISORS, LLC

Website

(215) 860-2234

605 Floral Vale Blvd.

Yardley, PA 19067

SEC#: 801-80475
Years in Business: 6 years

VENTURA WEALTH MANAGEMENT

Website

(866) 899-0068

820 Township Line Road
Suite 100
Yardley, PA 19067

SEC#: 801-70883
Years in Business: 11 years

THE ESTATE PLANNERS GROUP

Website

(215) 321-4410

37 S. Delaware Avenue
Suite 1
Yardley, PA 19067

SEC#: 801-110033
Years in Business: 4 years

DYNAMIC ADVISOR SOLUTIONS LLC

Website

(602) 730-7020

1760 Ashbourne Drive

Yardley, PA 19067

SEC#: 801-72203
Years in Business: 10 years

SOVEREIGN FINANCIAL GROUP, INC.

Website

(888) 765-8180

301 Oxford Valley Road
Building 1800
Yardley, PA 19067

SEC#: 801-114529
Years in Business: 2 years


How Retirement-Friendly is Yardley, PA?

  • Population: 2,480
  • % of Population 62 Years and Over: 25.2%
  • Average Home Value: $398,500
  • Average Monthly Housing Cost: $1,558
  • Average Household Income: $122,005
  • 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.)


Yardley, PA Financial Advisor FAQs

There are many people who believe that they can manage their own finances, but this is not for everyone. The amount of financial knowledge required to live comfortably in today’s world is substantial, and it may be worth your time to find someone with experience you trust.
Your financial advisor should be someone who you can trust, is committed to honoring your values, understands investment risks and how they apply to your current situation.
Financial advisors help clients plan for their goals and then map out the best way to reach them. This includes reviewing budgets, 401Ks, IRA accounts, credit card debt, mortgage payments and more. Advisors use this information with research on markets trends to formulate strategies with recommendations for what your investments should be made in order to maximize returns at minimum risk. The advisor will also advise you about how much insurance coverage is needed so that there is no lack of protection if anything were to happen.
Yes. You may want to speak with a financial advisor to help create and implement a strategy for saving for and funding long term and short term goals, such as retirement or paying for your children's college education.