Certified financial consultant in Wayne, Pennsylvania

Birch Run Financial, located at 595 E Swedesford Road in Wayne, Pennsylvania, is a finance institution that offers wealth advice tailored for real life. With a focus on creating financial plans that are flexible and strong, just like the adaptable birch tree, our experienced team is dedicated to helping you navigate through life's changes and milestones. Whether you are planning for retirement or maximizing executive benefits, our knowledgeable team is here to guide you towards the future you envision. Certified by the Certified Financial Planner Board of Standards Inc., we are committed to providing top-notch financial planning services. Listen to our podcast "Nurturing Financial Freedom" to learn more about our approach. Please note that links provided are for informational purposes only, and Raymond James, our affiliated company, does not endorse or sponsor any listed websites.

Merrill Lynch Financial Advisor Matthew T. Colflesh, located at 724 West Lancaster Avenue, Wayne, Pennsylvania, United States, is a finance institution that specializes in addressing the investing and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. Matthew T. Colflesh is a Certified Financial Planner™ professional with extensive experience in Wealth Management and Executive Benefits Consulting. He is dedicated to working closely with clients to determine their needs and craft customized financial strategies to help them pursue their goals. Recognized as one of Forbes "Best-in-State Wealth Management Teams" in 2024, Matthew and his team at Merrill Lynch Wealth Management are committed to providing exemplary client service and building strong client relationships based on trust and personalized service. With access to the global resources of Merrill, Matthew's team is comprised of talented and experienced individuals who are dedicated to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Charles L Cutshall, located at 724 West Lancaster Avenue, Wayne, Pennsylvania, United States, is dedicated to helping clients manage their wealth through personalized financial strategies. With access to the investment insights of Merrill and the banking solutions of Bank of America, Charles Cutshall can assist in creating a flexible strategy tailored to individual goals and priorities. By participating in the community and volunteering with local organizations, Charles Cutshall demonstrates a commitment to serving clients and understanding their unique needs. Through the Merrill Personal Wealth Analysis™, clients can develop a personalized plan centered on their goals and aspirations, with a focus on long-term wealth management. With a deep understanding of behavioral finance, Charles Cutshall utilizes the Investment Personality Assessment to customize financial approaches and help clients pursue what matters most to them. By regularly reviewing and adjusting financial plans, Charles Cutshall aims to help clients stay on track to achieve their financial goals. With a focus on building a one-on-one relationship with clients, Charles Cutshall works to design and implement personalized plans that address investment risk and turn goals into reality. Certified by the CFP Board, Charles Cutshall is registered to do business in multiple states, offering comprehensive financial solutions to help clients live their best financial life.

Wayne Washowich - Ameriprise Financial Services, LLC is a finance institution located at 701 East Pittsburgh Street, Greensburg, Pennsylvania, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to provide expert financial advice to their clients. These certifications include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics, ensuring that advisors are well-equipped to meet the diverse needs of their clients. Whether you are looking for retirement planning, estate planning, investment management, or specialized advice for veterans and military personnel, Wayne Washowich - Ameriprise Financial Services, LLC has advisors with the expertise to help you achieve your financial goals.

Edward Jones - Financial Advisor: Jake Szulinski, CFP® is a reputable finance institution located at 676 Swedesford Road in Wayne, Pennsylvania, United States. Specializing in providing personalized financial planning and investment services, Jake Szulinski, a Certified Financial Planner, offers expert advice and guidance to help clients achieve their financial goals. With a commitment to integrity and professionalism, this institution is dedicated to helping individuals and families make informed decisions about their finances and secure their financial future. Visit Edward Jones - Financial Advisor: Jake Szulinski, CFP® today to start planning for a brighter tomorrow.

MGS LLP - Certified Public Accountants is a reputable accounting firm located at 995 Old Eagle School Road in Wayne, Pennsylvania, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing high-quality financial solutions to individuals and businesses alike. With a commitment to accuracy, integrity, and excellence, we strive to help our clients achieve their financial goals and ensure compliance with all relevant regulations. Contact us today to learn more about how MGS LLP can assist you with your accounting needs.

SEK, CPAs & Advisors is a leading accounting and finance institution located at 804 Wayne Avenue in Chambersburg, Pennsylvania, United States. With a team of experienced certified public accountants and financial advisors, SEK offers a wide range of services to help individuals and businesses manage their finances effectively. From tax preparation and auditing to financial planning and consulting, SEK is dedicated to providing personalized solutions tailored to meet the unique needs of each client. Visit us today to learn more about how SEK can help you achieve your financial goals.

Alex Cabot - Raymond James is a finance institution located at 595 Swedesford Road, Wayne, Pennsylvania, United States. Our team at Birch Run Financial specializes in creating financial plans that are flexible and strong, designed to adapt as your life changes. Whether you are preparing for retirement or looking to maximize valuable benefits as an executive, our experienced team is here to guide you towards the future you've always dreamed of. Our podcast "Nurturing Financial Freedom" offers valuable insights and advice for achieving your financial goals. As a Certified Financial Planner, we are committed to providing the highest level of expertise and service to our clients. Please note that links provided are for informational purposes only and Raymond James is not affiliated with or responsible for the content of any external websites.

EP Caine & Associates CPA, LLC is a professional accounting and finance institution located at 175 Strafford Avenue in Wayne, Pennsylvania. With a team of experienced Certified Public Accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Their commitment to excellence and personalized service sets them apart in helping individuals and businesses achieve their financial goals. Visit EP Caine & Associates CPA, LLC for all your accounting and finance needs.

Anthony J Kubicek CPA is a reputable accounting and finance institution located at 1000 West Valley Road in Wayne, Pennsylvania, United States. With years of experience and expertise in the field, they provide top-notch accounting services to individuals and businesses alike. Their team of professional Certified Public Accountants is dedicated to helping clients manage their finances efficiently and effectively. Whether you need assistance with tax preparation, financial statements, or business consulting, Anthony J Kubicek CPA is committed to delivering personalized and reliable services to meet your specific needs.

A W McMichael CPA is a reputable accounting and finance institution located in Wayne, Pennsylvania, United States. With years of experience in the industry, they provide expert financial services to individuals and businesses alike. Their team of certified public accountants is dedicated to helping clients navigate the complex world of accounting, tax planning, and financial management. Whether you need assistance with tax preparation, bookkeeping, or financial planning, A W McMichael CPA is here to provide reliable and professional services to meet your needs. Trust them to help you achieve your financial goals with precision and expertise.

Oliver Jeremy J CPA is a reputable accounting and finance institution located at 204 Gulph Creek Road in Wayne, Pennsylvania, United States. With years of experience in the industry, they offer a wide range of services including tax preparation, financial planning, and auditing. Their team of certified public accountants is dedicated to providing personalized and professional services to individuals and businesses alike. Whether you need help with taxes, bookkeeping, or investment strategies, Oliver Jeremy J CPA is committed to helping you achieve your financial goals.

Dr. Ruth S. Mooreville, MD is a renowned institution located at 110 West Lancaster Avenue in Wayne, Pennsylvania, United States. Specializing in primary care for children from newborns to age 18, our facility at Nemours Children's Health, Radnor offers expert medical services and compassionate care. Our experienced and board-certified lactation consultant is available for new moms seeking extended care and advice. Conveniently located near Interstate 476 and easily accessible by public transportation, we strive to provide top-notch healthcare in a family-focused environment. Interpreter services are available for most languages, and we offer a user-friendly Nemours app for managing your child's health needs. With a focus on wellness, disease prevention, and treatment, we are dedicated to helping children grow up happier and healthier. Visit us for minor illnesses and injuries with on-demand doctor visits, and explore our financial assistance options for healthcare expenses. Trust Nemours Children's Health, Radnor for exceptional care and a positive patient experience."