Recommendations for a good local financial planner?
Jessica A. replied:
Jerry Benedict
Fran S. replied:
Drew Bilotta PAX Partners of Raymond James Devon PA
Diane H. replied:
Charles P. Hess ... 610-989-9300 x 119
Janice D. replied:
Lawrence Lawrence S. Tundidor, AAMS, AWMA® Accredited Wealth Management Advisor Voya Financial Advisors, Inc. Member SIPC 1800 JFK Blvd. STE 300 | Philadelphia, PA 19103 Tel: 215.375.5984| Fax: 215.399.9351 E-mail: LawrenceT@VoyaFA.comwww.TWinvestmentgroup.comVoya Financial Re-Branded from ING U.S. in Sept 2014 NYSE: VOYA Securities and Investment Advisory Services offered through Voya Financial Advisors, Member SIPC
Fran S. replied:
Drew has been in the business for over 30 years. He has worked at Merrill Lynch and now Raymond James. I have been with Drew as his assistant for 15 years now. His intelligence, sensitivity, common sense and genuine concern for people make him truly the best in the business.
Susan H. replied:
Swarthmore Financial - Chuck Paff or Shawn Keane
Derek W. replied:
Jerry Benedict
Debbie D. replied:
Tom Mortarano jr 610 701 6060
Barbara N. replied:
Alexandra Ferris - Primerica. She is the financial planner for the everyday person. You don't have to have $50,000 or more for her to work with you. She also explains things so financial dummies like me can understand.
Does anyone have a good recommendation for a financial advisor close by? After our vacation we need to pretend to be adults and try to buy a little house. Any advice...