The 30 Best Estate planning consultants in Plymouth Meeting, Pennsylvania

Legacy Planning Partners is a finance institution located at 600 West Germantown Pike, Plymouth Meeting, Pennsylvania, United States. Our team is dedicated to helping you manage your global affairs so you can focus on the relationships that matter most. We are a group of professionals committed to working with you towards financial success. Our accolades include being recognized as one of the Forbes Best-In-State Wealth Management Teams in 2024, as well as being named in the 2023 Forbes Best-In-State Wealth Advisors list. We were also featured in the 2023 Philadelphia Book of Lists Money Managers. Securities and advisory services are offered through Commonwealth Financial Network®, and our Financial Advisors are registered or licensed in the states they operate in. Please note that information on this site is for informational purposes only. Contact us to learn more about how we can help you achieve your financial goals.

Slutsky Elder Law is a trusted legal institution located at 600 West Germantown Pike in Plymouth Meeting, Pennsylvania. Specializing in elder law, they provide expert advice and guidance on matters such as estate planning, long-term care, and Medicaid planning. With a focus on serving the needs of seniors and their families, Slutsky Elder Law is dedicated to helping clients navigate the complexities of the legal system with compassion and expertise. Contact them today for personalized legal solutions tailored to your individual needs.

The Feldman Firm, LLC is a reputable law firm located at 600 West Germantown Pike in Plymouth Meeting, Pennsylvania. With a focus on providing high-quality legal services, the firm is dedicated to helping clients navigate a variety of legal issues. The experienced team at The Feldman Firm, LLC is committed to delivering personalized attention and effective solutions for each client's unique needs. Whether you are in need of legal representation for a personal injury case, business dispute, or estate planning matter, The Feldman Firm, LLC is here to assist you every step of the way. Contact them today to schedule a consultation and learn more about how they can help you.

The Law Office of Mark W. Voigt is a reputable legal institution located at 600 West Germantown Pike in Plymouth Meeting, Pennsylvania, United States. With a strong focus on providing expert legal services in various areas of law, including personal injury, criminal defense, and family law, Mark W. Voigt and his team are dedicated to representing their clients with integrity and professionalism. With years of experience and a commitment to achieving the best possible outcomes for their clients, the Law Office of Mark W. Voigt is a trusted choice for those in need of legal assistance in the Plymouth Meeting area.

1-800-RON-WILK is a renowned law firm located at 1000 Germantown Pike in Plymouth Meeting, Pennsylvania. Specializing in various areas of law, the experienced team at 1-800-RON-WILK is dedicated to providing top-notch legal services to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, the lawyers at 1-800-RON-WILK are here to help. With a commitment to excellence and a track record of success, this institution is a trusted resource for individuals seeking expert legal guidance in the United States. Contact 1-800-RON-WILK today to schedule a consultation and learn more about how they can assist you with your legal needs.

Young Marr & Associates is a leading finance and legal institution located at 600 West Germantown Pike in Plymouth Meeting, Pennsylvania, United States. With a team of experienced lawyers and financial experts, we provide top-notch services to our clients in various legal and financial matters. Whether you need assistance with estate planning, tax issues, bankruptcy, or any other legal or financial concern, our dedicated team is here to help. Trust Young Marr & Associates to provide you with the expert guidance and support you need to achieve your goals.

Ferro & Associates is a prestigious law firm located at 630 West Germantown Pike in Plymouth Meeting, Pennsylvania, United States. With a team of experienced and dedicated lawyers, we provide exceptional legal services in various practice areas such as personal injury, criminal defense, family law, and business law. Our firm is committed to providing personalized and effective representation to each client, ensuring that their legal needs are met with professionalism and integrity. Trust Ferro & Associates to advocate for your rights and protect your best interests in any legal matter.

Eugene A. Camposano, Attorney at Law, located at 1250 Germantown Pike in Plymouth Meeting, Pennsylvania, is dedicated to providing effective debt relief solutions for individuals experiencing financial crises. Whether you are struggling to keep up with credit card payments or facing foreclosure, our team is here to help you achieve a fresh financial start. We offer free case evaluations to discuss your options, including Chapter 7, Chapter 11, or Chapter 13 bankruptcy filing. Our experienced attorneys can assist with wage garnishment, repossessions, tax liens, and other debt collection attempts. Client testimonials praise our seamless and compassionate service. Contact us today to begin resolving your debt issues and rebuilding your financial future. Please note that the information on this website is for general purposes only and does not constitute legal advice or an attorney-client relationship.

Clemens & Vitullo is a reputable law firm located at 225 West Germantown Pike in Plymouth Meeting, Pennsylvania. With a team of experienced and dedicated lawyers, they provide expert legal services to clients in need of representation. Whether you are facing a personal injury case, need assistance with estate planning, or require guidance in a business matter, Clemens & Vitullo is committed to providing high-quality legal support tailored to your specific needs. Contact them today for a consultation and see how they can help you navigate the complexities of the legal system.

Young Law Group, located at 3031C Walton Road in Plymouth Meeting, Pennsylvania, specializes in representing whistleblowers. Led by firm founder Eric L. Young, the team at YLG offers a personalized and hands-on approach to each case, ensuring that clients receive exceptional representation throughout the process. With a focus on details and a limited number of cases accepted, YLG stands out from other firms in their dedication to providing quality legal services. Eric Young, AV-Rated by Martindale-Hubbell, has a proven track record in whistleblower litigation, securing significant awards and settlements for clients. The firm's expertise extends to False Claims Act cases, class actions, and employment law issues, making them a trusted choice for those seeking legal guidance. Clients have praised YLG for their professionalism, knowledge, and successful outcomes, making them a top choice for anyone considering a whistleblower action. With a commitment to justice and excellence, Young Law Group is a leading institution in the legal field.

O'Brien & Ryan, LLP is a reputable law firm located at 2250 Hickory Road in Plymouth Meeting, Pennsylvania. Specializing in various areas of law, their team of experienced attorneys provide high-quality legal services to clients in need of professional representation. With a commitment to excellence and a track record of success, O'Brien & Ryan, LLP is dedicated to helping individuals navigate the complexities of the legal system and achieve favorable outcomes in their cases. Whether you are facing a personal injury, family law, or criminal defense matter, you can trust O'Brien & Ryan, LLP to provide you with the expert legal guidance and support you need. Contact them today to schedule a consultation and learn how they can assist you with your legal needs.

WealthBridge Financial is a leading financial institution located at 620 West Germantown Pike in Plymouth Meeting, Pennsylvania, United States. Specializing in finance, WealthBridge Financial offers a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, WealthBridge Financial has a team of experienced professionals ready to assist you. With a commitment to providing personalized and tailored solutions, WealthBridge Financial is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Michael Rama is a Financial Advisor at Ameriprise Financial Services, LLC, located at 5 East Germantown Pike in Plymouth Meeting, Pennsylvania. He holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, 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 demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and more. Michael Rama is dedicated to providing comprehensive financial advice and services to individuals and businesses, with a focus on meeting the unique needs of each client.

Bire Financial Services Group is a leading financial institution located in Plymouth Meeting, Pennsylvania. Our team of experienced professionals provides a wide range of financial services, including investment management, retirement planning, and wealth management. We are committed to helping our clients achieve their financial goals and secure their financial future. Visit us at 4066 Butler Pike to learn more about how we can help you navigate the complexities of the financial world.

Kuttin Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 2250 Hickory Road in Plymouth Meeting, Pennsylvania, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping clients achieve their financial goals. During the initial consultation, we provide an overview of financial planning concepts, although written analysis and recommendations are not provided at this stage. While we cannot guarantee future financial results, we strive to assist individuals in making informed decisions about their finances. We adhere to strict website rules and regulations to ensure the privacy and security of our clients' information. As a member of FINRA and SIPC, we are committed to upholding the highest standards of professionalism and integrity in our services. We appreciate the opportunity to assist your friends and family members with their financial needs, and we look forward to reaching out to them soon. Feel free to inform them in advance that we will be in touch to discuss how we can help them achieve their financial goals. Thank you for considering Kuttin Wealth Management - Ameriprise Financial Services, LLC for your financial planning needs.

Located at 600 West Germantown Pike in Plymouth Meeting, Pennsylvania, Buckingham Strategic Wealth is a finance institution that specializes in providing personalized financial planning services. The Philadelphia team at Buckingham Strategic Wealth understands that each client's financial journey is unique, and they work to develop tailored solutions to help clients achieve their specific goals. As fiduciary financial advisors, the team prioritizes their clients' best interests when making financial decisions. With extensive experience in the Philadelphia area, the team at Buckingham Strategic Wealth focuses on goals-based financial planning, helping clients identify their short-term, intermediate, and long-term financial goals. By utilizing the resources available at Buckingham, the advisors ensure that the services provided are customized to meet each client's needs and preferences.

Legacy Advisors LLC is a finance institution located at 5 Apollo Road in Plymouth Meeting, Pennsylvania, United States. Our team of experienced advisors is dedicated to helping clients navigate the complexities of financial planning and investment management. We provide personalized strategies to help individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Legacy Advisors LLC is here to provide expert guidance and support every step of the way.

Edward Jones is a reputable financial institution located at 1315 Ridge Pike in Plymouth Meeting, Pennsylvania, United States. As a leading investment firm, Edward Jones provides personalized financial services and expert advice to help individuals and businesses achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Dudycha Retirement Group is a finance institution located at 661 West Germantown Pike in Plymouth Meeting, Pennsylvania, United States. We specialize in helping individuals plan for their retirement by providing personalized financial advice and investment strategies. Our experienced team of financial professionals is dedicated to helping our clients achieve their retirement goals and secure their financial future. Contact us today to learn more about how Dudycha Retirement Group can help you plan for a comfortable and secure retirement.

Melissa Motz - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1000 Germantown Pike, Plymouth Meeting, Pennsylvania, United States. Melissa Motz holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, retirement planning, and investment strategies. Melissa Motz is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and continuing education, Melissa Motz ensures that her clients receive expert advice and guidance for their financial goals. Contact Melissa Motz at Ameriprise Financial Services, LLC for personalized financial planning services tailored to your unique needs.

Robert J Cleary is a financial advisor at Ameriprise Financial Services, LLC located at 1000 Germantown Pike, Plymouth Meeting, Pennsylvania, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, 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 showcase his expertise in various areas of finance including asset management, estate planning, retirement planning, investment management, and more. Robert J Cleary is dedicated to providing comprehensive financial planning services to his clients, ensuring they receive expert advice tailored to their individual needs.

Alan Good is a Financial Advisor at Ameriprise Financial Services, LLC located at 1000 Germantown Pike in Plymouth Meeting, Pennsylvania, United States. He holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, 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 demonstrate his expertise in asset management, retirement planning, estate planning, investment management, and more. Alan Good is committed to providing comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. He is dedicated to upholding a high standard of ethics and professionalism in his practice.

Christen Martin, Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1000 Germantown Pike in Plymouth Meeting, Pennsylvania, offers a wide range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Christen Martin is equipped to assist individuals with asset management, retirement planning, estate planning, investment strategies, and insurance products. Specializing in areas such as wealth transfers, federal taxation, and financial planning for domestic partners, Christen Martin is dedicated to providing comprehensive and personalized financial advice. Whether you are a retiree, small business owner, high net worth client, or individual in need of specialized financial planning, Christen Martin has the knowledge and experience to guide you towards your financial goals. Contact Christen Martin today for expert financial advice and assistance.

Ursula Johnson is a financial advisor at Ameriprise Financial Services, LLC located at 1000 Germantown Pike, Plymouth Meeting, Pennsylvania, United States. She holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. Ursula specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. She is dedicated to upholding the highest ethical standards and continually expanding her knowledge to better serve her clients' needs. Contact Ursula Johnson today for expert financial advice tailored to your specific goals and circumstances."

Daniel McDevitt is a financial advisor at Ameriprise Financial Services, LLC located at 2250 Hickory Road in Plymouth Meeting, Pennsylvania. As a finance institution, Ameriprise offers a range of financial services to help clients achieve their financial goals. Each Ameriprise advisor, including Daniel McDevitt, has their own "Top areas of focus" to tailor their services to meet the specific needs of their clients. Clients can review Daniel McDevitt's background, credentials, and experience to determine if his approach aligns with their financial goals. To schedule a complimentary initial consultation with Daniel McDevitt or to learn more about the services offered at Ameriprise Financial Services, LLC, clients can fill out the "Request consultation" form on the website.

Dennis Freedman is a financial advisor at Ameriprise Financial Services, LLC, located at 5 East Germantown Pike in Plymouth Meeting, Pennsylvania, United States. Dennis Freedman is registered to conduct securities business with residents of specific states. The institution offers consultations to discuss financial planning concepts, although written analysis and recommendations are not provided during the initial meeting. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC. Clients can refer friends or family members to Dennis Freedman for assistance in achieving their financial goals. The institution follows strict rules and regulations regarding website usage, privacy, and security. Email fraud prevention measures are also in place.

Eric Kelman is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2070 Butler Pike, Plymouth Meeting, Pennsylvania, United States. Eric holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, 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 including asset management, retirement planning, estate planning, investment strategies, and insurance products. Eric is dedicated to providing expert financial advice and assistance to individuals, retirees, small business owners, and high net worth clients. Contact Eric Kelman for comprehensive and personalized financial planning services.

Brian Callahan - Financial Advisor, Ameriprise Financial Services, LLC, located at 5 East Germantown Pike in Plymouth Meeting, Pennsylvania, offers a wide range of financial services to meet the needs of individuals and businesses. Brian Callahan holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, retirement planning, estate planning, and investment strategies. Whether you are looking for advice on managing your assets, planning for retirement, or navigating complex financial situations, Brian Callahan can provide personalized solutions to help you achieve your financial goals. Contact Brian Callahan - Financial Advisor, Ameriprise Financial Services, LLC today to schedule a consultation and take the first step towards securing your financial future.

Massimo Magliari - Private Wealth Advisor, Ameriprise Financial Services, LLC, is a finance institution located at 2070 Butler Pike, Plymouth Meeting, Pennsylvania, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to meet the diverse needs of their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, the advisors at Massimo Magliari have the expertise to assist with various financial goals. Additionally, certifications such as the AEP®, AIF®, and AWMA℠ showcase their commitment to ethical practices and comprehensive knowledge in areas such as estate planning, fiduciary practices, and asset management. With a focus on education and specialization, Massimo Magliari ensures that their advisors are equipped to provide tailored financial solutions to individuals and businesses alike.

Patrick T Wayman is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 5 East Germantown Pike in Plymouth Meeting, Pennsylvania, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, 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 demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and financial planning for various individuals and businesses. Patrick is dedicated to providing comprehensive and ethical financial advice to his clients, helping them achieve their financial goals and secure their future.