Christine Falvello, BA, CFP, EdM, MS
Retirement planning is our specialty. Our clients are primarily retirees and pre-retirees from eastern Pennsylvania and southern Delaware. We help clients make good decisions about investing, retirement plan dis ... See More
Vincent De Giovanni, CFP, MBA
Summit Financial Advisors, LLC is a Fee-Only financial planning and Pennsylvania-Registered Investment Advisory firm with offices in Newtown, Doylestown and Center City Philadelphia. The firm provides financial planning ... See More
Thaddeus Toal, CFP
As you search for caretakers of your wealth, you need someone that devotes the time to understand your most closely held goals, values, and relationships. The stewardship of your resources can only be expertly executed by a firm th ... See More
We help individuals, couples and families invest their money. Often, our clients’ ultimate objective is to secure their financial future in retirement. As investment advisors, our goal is to provide significant value-added, after all fees, expensesSee More
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Keith McGowan, CFP, MBA
We are an independent registered investment advisor firm designed to objectively provide advice without conflict of interest. Our mission is to be transparent with our clients and provide advice that is truly in their best int ... See More
Jonathan Heller, CFA, CFP, MBA
Comprehensive Fee-Only Financial Planning. Personal services include investment and portfolio review and advice, tax planning and tax preparation, insurance review, goal setting, retirement planning, education funding, ... See More
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