Wealth Management in Silverdale, PA

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List of Firms

Silverdale, PA Wealth Management Firms

Ochotny Wealth Management
Location 1816 W Point Pike, Lansdale, PA 19446, USA
Phone (215) 699-6511
Financial Strategies Advisory, LLC
4 out of 5
Location 105 Montgomery Ave Suite 1053, Montgomeryville, PA 18936, USA
Phone (215) 997-5700
MGR Financial Management
5 out of 5
Location 3425 Limekiln Pike Suite 3, Chalfont, PA 18914, USA
Phone (215) 822-7841
SEC File# 801-114980
CRD# 301127
Location 163 East Main St,, Box 539, Silverdale, PA 18962, USA
Phone (215) 392-6631
SEC File# 801-64005
CRD# 134184
5 out of 5
Location 470 Norristown Rd #305, Blue Bell, PA 19422, USA
Phone (610) 825-3540
Wealth Management in Silverdale, PA

Where Wealth Management Advisors in Silverdale, PA Serve

Silverdale, PA is a quaint and charming borough located in Bucks County, Pennsylvania. Its picturesque streets are lined with historic homes and buildings, making it a popular destination for tourists and locals alike. Some of the most notable landmarks in Silverdale include the Silverdale Borough Hall, the Silverdale Post Office, and the Silverdale Baptist Church. Top employers in Silverdale include the Silverdale Borough government, which provides a range of administrative services to the community, as well as several small businesses and shops. Major highways and streets in the area include Route 113, which runs through the center of town, and Route 309, which is located just a few miles to the east. Neighborhoods in Silverdale are characterized by their charming homes and tree-lined streets, with many residents enjoying easy access to local parks and recreation areas.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Silverdale, PA can benefit from a bank in numerous ways. For instance, a bank can provide them with a safe and secure place to store their money and other valuable assets. Additionally, a bank can assist them in obtaining loans and mortgages to buy homes, start businesses, or pay for education. Moreover, a bank can offer financial advice and guidance on how to manage their finances, save money, and invest for the future. In particular, given Silverdale's location in Bucks County, a bank can also help residents with estate planning and trust management, given the area's high median home value and average household income. Therefore, having a reliable bank in Silverdale can be a significant asset for the community, providing them with financial stability and security for years to come.

Insurance Broker

Residents of Silverdale, PA can benefit from the services of an insurance broker in numerous ways. For instance, an insurance broker can help residents of Silverdale, PA to navigate the complex and confusing world of insurance policies and coverage options. This is especially important given the fact that Silverdale, PA is a small town with a relatively low population density, which means that residents may have limited access to insurance providers and may not be familiar with the nuances of different insurance policies. Additionally, an insurance broker can help residents of Silverdale, PA to find the best deals on insurance coverage, which can be particularly important in a town where many residents may have limited financial resources. By working with an insurance broker, residents of Silverdale, PA can ensure that they are getting the best possible coverage for their needs at a price they can afford.

Retirement Planning

Residents of Silverdale, PA could benefit from a retirement planner in various ways. One of the most common ways is by helping them create a personalized retirement plan that takes into account their unique financial situation and goals. This could involve analyzing their current assets, income sources, and expenses to determine how much they need to save for retirement and what investment strategies would be best suited for their needs. Another way a retirement planner could assist Silverdale residents is by providing guidance on how to maximize their Social Security benefits, which could be particularly valuable for those who have worked in industries that do not offer pensions. Additionally, a retirement planner could help Silverdale residents navigate the complexities of estate planning, ensuring that their assets are distributed according to their wishes and that their loved ones are taken care of after they pass away.

Financial Advisor

Residents of Silverdale, PA can benefit from the services of a financial advisor in several ways. Firstly, a financial advisor can help them manage their investments and make informed decisions about their financial future. With the town's proximity to Philadelphia, residents may have unique investment opportunities that require specialized knowledge. Secondly, a financial advisor can help residents plan for retirement and ensure that they have enough savings to maintain their standard of living. This is especially important in Silverdale, where the cost of living is higher than the national average. Lastly, a financial advisor can assist residents in creating a budget and managing their debt. With the town's growing population, many residents may be struggling with debt and could benefit from the guidance of a professional. Overall, a financial advisor can provide invaluable support to residents of Silverdale, helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Silverdale, PA would be helped by a mortgage loan officer in a myriad of ways. Firstly, as a small borough in Bucks County, Silverdale has a population of just over 900 people, many of whom are young families or retirees. A mortgage loan officer could assist these residents in finding the best possible mortgage rates and loan options to help them purchase their dream homes or refinance their current properties. Additionally, given that Silverdale is a rural community, many residents may have unique financial situations that require a more personalized approach. A mortgage loan officer could provide expert guidance and advice to help residents navigate the often complex world of home financing, ensuring that they receive the best possible support for their specific needs. Ultimately, a mortgage loan officer can be an invaluable resource for residents of Silverdale, PA, helping them to achieve their homeownership goals and secure their financial futures.

Tax Services

Residents of Silverdale, PA can benefit from the expertise of a tax advisor in several ways. For instance, the tax advisor can help them prepare and file their tax returns accurately and on time, ensuring compliance with the ever-changing tax laws. Additionally, the tax advisor can help residents of Silverdale, PA identify tax deductions and credits that they may be eligible for, thereby reducing their tax liability. Moreover, the tax advisor can provide valuable advice on tax planning, such as how to minimize taxes on investments, retirement savings, and estate planning. In Silverdale, PA, where the median household income is $70,000, tax planning can be especially crucial for families looking to maximize their savings and investments. With the help of a tax advisor, residents of Silverdale, PA can navigate the complexities of the tax system and make informed decisions that will benefit their financial well-being in the long run.

Estate Planning Lawyer

Residents of Silverdale, PA can benefit from the services of an estate planning lawyer in numerous ways. One of the most common ways is by creating a will or trust that outlines their wishes for their assets after they pass away. This is especially important in Silverdale, a small borough located in Bucks County, where many residents own property and businesses. An estate planning lawyer can also help with tax planning, ensuring that residents' estates are structured in a way that minimizes tax liability. Additionally, an estate planning lawyer can assist with healthcare directives and powers of attorney, ensuring that residents have a plan in place for medical emergencies or incapacitation. In a town like Silverdale, where many residents are aging, having these plans in place can provide peace of mind and protect their loved ones in the future.


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