Financial Advisors in Milford, Pennsylvania (Pike County)

I am a fee only independent financial planner. I hold a PhD in finance, as does my partner. We provide personal specialized full service financial advising. I specialize in near or newly retired clients, particularly women while my partner specialized in small business consulting.... See More

With the global economic uncertainty and unrest, there is no better time than now to get your finances in order to be prepared for whatever may happen. Baehr Family Financial offers several affordable ways to tie up your financial loose ends and get back on the path to financial peace of mind.... See More

Abington Financial Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow, preserve, insure, and conserve our clients wealth by delivering an unprecedented level of personalized service and experience.

We at Abington Financial Group specialize in investements, insurance, long term care for individuals and small business.... See More

My practice is a financial and tax planning firm, providing �fee only� financial services for individuals. I offer carefully determined and ethical financial and tax advice to help clients achieve their financial goals.

�Fee only� means that my compensation is based only on the services I provide. I have no financial stake of any kind in the investment recommendations I make to my clients, meaning no commissions are ever received and no products are ever sold. Such a compensation system allows me to be completely objective. Thus, I make decisions and recommendations only with the client�s best interests in mind.

I earned a Bachelors Degree in accounting from Rutgers University and hold the designations of Certified Public Accountant (CPA), Certified Financial Planner (CFP®) and Certified Divorce Finanacial Analyst (CDFA). I have more than 25 years of industry experience in taxes and accounting, having worked in public accounting and for Fortune 500 companies throughout my career. I am a member of the PSPA (Pennsylvania Society of Public Accountants. I frequently participate in seminars and conferences for professional development. I live with my wife Karen and our two Jack Russel Terriers, (Tucker and Daisy) in Bethlehem, PA.

Using a holistic approach, I carefully work with a client�s total financial situation, including tax planning and preparation, investment planning, insurance planning, cash flow analysis, retirement planning, coaching and goal setting. This approach helps me properly assess a client�s total financial situation, as well as, develop a plan with a client�s specific goals in mind.

Clients typically prefer an unbiased advisor, a trusted guide, who will educate them and integrate their goals into their financial situation, on a personalized basis, to minimize their taxes, build resources and give them financial peace of mind. Additionally, clients who are committed to building their financial future want and need someone who will assess where they are at financially, develop a sensible and achievable financial plan, then guide them every step of the way to fulfilling their financial goals. I am committed to serving my clients while meeting these expectations.... See More

Services include: Fee-only financial planning; Fiduciary objectivity; Hourly, project or asset management engagements. Member of AICPA, PICPA, National Association of Personal Financial Advisors.

Financial planning in Allentown, PA 18104.

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 distributions and retirement cash flow to last a lifetime. Other retirement planning areas include estate planning, long-term care and life insurance and tax minimization. ... 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 that has a clear grasp of what it is you would like to accomplish with your financial wealth, your societal influence, and your legacy.
You have found a firm with a family culture that prioritizes your best interests above everything else. Welcome to Rockwood, where we serve a limited number of clients by design to ensure you will have a strong personal relationship with thoughtful and attentive advisors who understand exactly what you seek.... 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, expenses, and taxes, over what our clients might have otherwise achieved without our help. We invest alongside our clients and further align our interests with theirs by offering a performance-based fee (for qualified investors) as an alternative to the usual asset-based fee.... See More

William Aquila, CFP

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 interest. We operate with the highest of fiduciary standards and consider a long-term relationship built on trust and transparency to be our ultimate goal.
We provide our clients with individualized comprehensive financial planning services and investment advice based on their life and financial goals and their stage of life. Planning services include education planning, retirement planning, insurance needs analysis and investment allocation. We leverage the latest technology to optimize our services.
We are looking to establish relationships with clients that are interested in planning for their long-term goals. Our ideal client is looking to partner with an advisor to accomplish their goals through professional planning and investment discipline.
We are excited to work with clients living throughout the USA through virtual planning tools and meetings. We locally serve clients in southeastern Pennsylvania and New Jersey.... 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 and investment advice to individuals, families, and small business owners who are concerned about their financial future. Our services are unique in that we offer them on a Retainer, Project or Hourly basis. We do not charge Assets Under Management fees.... 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, estate planning.... See More