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TW Investment Group
Referral from
Aug 19, 2015
Bev M.:
Recommendations for a good local financial planner?
Janice D.:
Lawrence Lawrence S. Tundidor, AAMS, AWMA® Accredited Wealth Management Advisor Voya Financial Advisors, Inc. Member SIPC 1800 JFK... Wealth Management Services
Referral from
Aug 19, 2015
Bev M.:
Recommendations for a good local financial planner?
Janice D.:
Lawrence Lawrence S. Tundidor, AAMS, AWMA® Accredited Wealth Management Advisor Voya Financial Advisors, Inc. Member SIPC 1800 JFK... Frequently Mentioned on Social Media
?
Referral from August 24, 2017
Claire M. asked:
Can anyone recommend a great local financial advisor? Has to be reasonable and able to navigate me through a divorce.
Bonnie R. replied:
Jeff and/or Ron Lehman.
Kymberlie B. replied:
You must talk to Alexandra W Ferris. She specializes in working with women.
Kate D. replied:
I highly recommend Andrew Altman with Foresters Financial (215)568-2078 x 143
Anne H. replied:
Frank Lejeski
Diana S. replied:
M Tonita Austin, Alexandra W Ferris, and Angela Galla Pawloski are all wonderful for money stuff. I'd also highly recommend connecting with Ellen Morfei- she is Delco's divorce navigation expert.
Claudia L. replied:
Our family uses Angela Galla Pawloski from https://www.facebook.com/355604887863808 Veritas Financial. I really like her personally and how she and her partner (Derek) really take the time to get to know the client and what your goals are...
Mary M. replied:
https://www.facebook.com/VeritasFinancial/
Steve S. replied:
Sorry to hear. If you need help with real estate I can be of assistance https://www.facebook.com/SellWithStout/
Michele M. replied:
Stephen Dolan!
Jill S. replied:
Michael Kernicky
Colette P. replied:
My brother in law Benjamin Ott (267) 252-1533
Charles E. replied:
Mike Glackin INRAdvisors.com
Taiba A. replied:
Joe Skelley 484-832-6913
Kathy A. replied:
Donal McGuire with Lincoln Financial in Newtown Square
Christopher C. replied:
Stephen Dolan with Stifel Nicolaus in Conshy. He has helped many of our clients who are going through or have been through a divorce and is well-versed in the issues that will arise in Equitable Distribution.
Referral from March 3, 2016
DianeScuderi asked:
I need a good mortgage specialist or new financial advisor #mortgage #money #banker #financial
isaac c. replied:
646-638-9845; https://www.linkedin.com/in/isaacbcohen ; https://www.fhfg.com/ourbio.cfm?AgentID=ICohen
Referral from June 7, 2016
Екатерина Ð. asked:
Asking for a friend, can anyone recommend a good financial advisor on upside down mortgages?
Yan K. replied:
Andrew Klimenko
Igor Z. replied:
First Funding group ask for Steve 215-947-5363
Дмитрий Ð. replied:
Andrew Klimenko
Diana B. replied:
Bonnie Hartman at Lincoln United Mortgage her direct number is (267) 566-4533
Referral from January 18, 2017
Mi K. asked:
Hi guys please recommend a good financial advisor for my friends! Thank you!
David G. replied:
Eugene Kuntorovsky
Martha Z. replied:
Second vote for Eugene Kuntorovsky
Eugene K. replied:
I can be reached at 215-452-8072 https://www.facebook.com/Isakov-Planning-Group-113030288720673/
Igor Z. replied:
Vladislav Zherenovsky
Tanya K. replied:
Elaine Serbulov
Svetlana S. replied:
Definitely Eugene Kuntorovsky!!! He really helped me out recently!!! very knowledgeable and patient with all of my questions
Referral from September 24, 2013
Marc B. asked:
Can any of my friends recommend a reputable, trustworthy and intelligent financial advisor?
Ike H. replied:
Ryan Flynn. LPL Financial. Based In Moorestown on Main Street. Been investing with him since 2008. http://www.flynnwm.com/content/view/about
Danielle R. replied:
My friend, and advisor, Tim Goldschmidt is very good! tgoldschmidt@comcast.net Phone...See More
Michael G. replied:
Bernie Madoff but I think he's busy right now!
Referral from July 18, 2014
Amanda P. asked:
I need a financial advisor. Anyone want to help me get my finances in check? I need to move to a cash budget...but I also need to cut my spending...please help!
Richard P. replied:
Amanda, check out Dave Ramsey, he's got a program called Financial Peace University. You can get it on audio CDs. I borrowed it from a friend and it's full of awesome guidance on how to manage your money, pay down debts, and become financially sound. I do a monthly zero budget and its a REAL eye-opener when you see how much you spend on certain things (my overspend was food). Anyway, worth looking into and if you have any questions just hollar.
Jessica M. replied:
Amanda, I work for the financial empowerment centers and we are a city program who offer free financial counseling no matter how much money you make.. check out our websites, fecphilly.org and phila.gov/fe! We improve credit, money management, remove errors from your credit reports... it is seriously awesome!
Referral from June 14, 2016
Anya K. asked:
Posting for friend: Please recommend a professional, qualified and experienced financial advisor who is very knowledgeable in 401K and work pension plans. Thank you!
Eugene K. replied:
please contact me. 215-452-8072 https://www.facebook.com/Isakov-Planning-Group-113030288720673/
Denis S. replied:
Eugene Kuntorovsky - highly recommended.
Referral from June 6, 2015
Tiaaaaaaa___ asked:
Philly i need a financial advisor. Know any good ones?
Dwindle replied:
here is an example of Suze saying a ROTH IRA is as close to perfect as you can get: http://biz.yahoo.com/pfg/e28socsec/art021.html
Dwindle replied:
I also think this page is a great, quick resource to learn more about IRA's: http://www.reddit.com/r/personalfinance/wiki/iras
Referral from April 16, 2014
Samantha G. asked:
Does anyone have a good financial advisor they would recommend?
Colette P. replied:
My brother in law. https://www.edwardjones.com/en_US/fa/index.html&CIRN=525756
Lauren R. replied:
Maryanne Taylor has been with our family for over 20 yrs and is just the best! Send me a message if you'd like details
Referral from October 17, 2013
Najiyyah M. asked:
Does anyone know of a reputable financial advisor (helps fix ur credit) that u could recommend??
Malaika T. replied:
1-800-351-4195.. Main number Najiyyah.
Referral from September 12, 2013
Chris M. asked:
alright, so I need to better situate my finances come tax season. Anyone know of a good financial advisor in Philly I could speak to? My current tax lady is outside of...
Elizabeth C. replied:
Yes! Mike Melito! He is our financial advisor and has been so helpful. If you want his number message me:)
Cristian H. replied:
My CPA is FX Duffy in east falls.
Referral from October 1, 2014
Sara R. asked:
Financial advisor Power-Match member in the Philadelphia area is looking for a strategic partnership with a CPA looking to add financial services to their menu. If you...
Rafyah L. replied:
Andrea Jack
Referral from December 13, 2013
Omar S. asked:
Im starting to believe entrepreneurship is the way to go. I need an accountant, lawyer, and a financial advisor (has to be with a bank). Strong Focus Management Group...
Referral from March 17, 2014
Tiara C. asked:
I need a financial advisor....if you know anyone in this line of work or are someone in that field please inbox me. Thank U
Referral from September 11, 2013
Amber T. asked:
I seriously need a financial advisor ........ And a life coach.
Referral from January 20, 2015
Nevermindme W. asked:
Them W-2 is in the building
Referral from October 26, 2016
Irene A. asked:
Can anyone recommend (from personal / family experience only) a financial advisor focusing on retirement? Thx
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