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Nationwide Insurance - Ott & Associates
Referral from
Mar 10, 2017
Denise N.:
Who doing insurance?
Daniel K.:
Www.nationwide.com James Notarianni - Ameriprise Financial Services
Referral from
Mar 07, 2017
Brendan K.:
Does anyone have any recommendations for a great financial advisor for investing for the future.
Thanks in advance
Janine S.:
https://www.facebook.com/1688629591422173 James Notarianni - Ameriprise Financial Services First Investors
- Financial Planner
- 1500 John F Kennedy Blvd
Ste 420 Philadelphia, PA 19102
Referral from
Aug 24, 2017
Claire M.:
Can anyone recommend a great local financial advisor? Has to be reasonable and able to navigate me through a divorce.
Kate D.:
I highly recommend Andrew Altman with Foresters Financial (215)568-2078 x 143 Internal Tax Services
Referral from
Mar 29, 2017
wraith5:
Accountant recommendations? Been using the same person for 2 years now but frankly, they kind of suck. I have to do most of the...
Spurty:
[Kevin Chou](http://www.bestphillycpa.com/index.htm) is lit. Barilotti Wealth Strategies
- Financial Planner
- 1819 John F Kennedy Blvd
Ste 360 Philadelphia, PA 19103
Referral from
Feb 28, 2018
Elizabeth M.:
Recently took over my two NYL insurance policies - as a product of divorce, I’ve landed myself two separate polices, both based in...
Victoria B.:
I can recommend Christy Barilotti. We have worked with her for 5-6 years and have been very happy. http://www.barilottiwealthstrategies.com Rassler's Financial
Referral from
Jun 30, 2015
David R.:
This may be weirdly off-topic for a neighborhood group, but does anyone have recommendations for a financial planner that they love? ...
Shanley C.:
I'm a financial planner with an office at 13 th and Locust and will be glad to chat anytime. 2155454206 Mariner Wealth Advisors
Referral from November 24, 2016
Cat N. asked:
Looking for a recommendation for a financial planner. Someone not trying to sell me anything and not tied to a bank. Any recommendations?
Anna N. replied:
Shanley Rassler Campbell is highly recommended!
Referral from December 1, 2016
Liana N. asked:
Can anyone please recommend a Certified Financial Planner?!
Julianna K. replied:
Jay Weintraub
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