The 30 Best Family legacy planning in Yardley, Pennsylvania

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Leave a Legacy is an insurance agency located at 9007 Sheffield Drive in Yardley, Pennsylvania. Our mission is to help individuals and families protect their loved ones and assets by providing reliable and affordable insurance solutions. Whether you are looking for life insurance, health insurance, or retirement planning services, our team of experienced professionals is here to guide you every step of the way. Let us help you secure your legacy for future generations. Contact us today to learn more about our services and how we can assist you in planning for the future.

Welcome to Yardley Estate Planning, your trusted partner in securing your future and protecting your legacy. Conveniently located at 37 South Main Street in the heart of Yardley, Pennsylvania, we specialize in providing comprehensive estate planning services tailored to meet your unique needs. At Yardley Estate Planning, we understand that planning for the future can be a complex and emotional process. Our experienced team of legal professionals is dedicated to offering personalized guidance and expert advice, ensuring that your assets are protected and your wishes are honored. Whether you're looking to draft a will, establish a trust, or navigate the intricacies of probate, we are here to provide clarity and peace of mind.

JRB Wealth Management is a leading finance institution located at 15 West Afton Avenue in Yardley, Pennsylvania, United States. With a team of experienced financial advisors, JRB Wealth Management provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, JRB Wealth Management offers tailored solutions to meet your needs. Trust JRB Wealth Management to guide you towards financial success and security.

The Wick Group - Morgan Stanley is a leading finance institution located at 777 Township Line Road in Yardley, Pennsylvania, United States. With a strong reputation for excellence and expertise in financial services, The Wick Group offers a wide range of investment and wealth management solutions to individual and institutional clients. Their team of experienced professionals is dedicated to providing personalized and innovative financial strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Wick Group - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Sargent Wealth Management of Janney Montgomery Scott is a prestigious financial institution located at 1010 Stony Hill Road in Yardley, Pennsylvania. With a focus on providing expert financial planning and investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we offer personalized solutions tailored to meet your individual needs. Trust Sargent Wealth Management to provide you with the guidance and support you need to secure a prosperous financial future.

David G Meschel CPA, CFP is a finance institution located at 933 Pickering Drive in Yardley, Pennsylvania, United States. With over 20 years of professional financial experience, David Meschel's mission is to provide financial confidence to his clients by educating and assisting them in wealth accumulation, protection, and distribution. Specializing in investment advisory services, retirement planning, and legacy planning, David offers comprehensive solutions for individuals, families, and businesses as an independent Financial Advisor. As a graduate of Miami University with a Bachelor of Science in Accountancy, David is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNERTM professional. Outside of his professional work, David is actively involved in his community, serving on the Board of Directors for Financial Executives International and volunteering for Big Brothers Big Sisters of Bucks County. To learn more about David Meschel's services, you can visit his website where you can find interesting calculators and videos to watch.

The Estate Planners Group, located at 37 South Delaware Avenue in Yardley, Pennsylvania, is a trusted institution that focuses on building intentional, long-lasting legacies for individuals and families. With personalized wealth planning services, they empower individuals to secure their financial future and achieve long-term stability and prosperity. The institution offers expert guidance on comprehensive financial planning, personalized retirement planning, and strategic tax planning to optimize financial goals. The Estate Planners Group works with clients to integrate and coordinate key financial areas in order to develop a "Financial Life Plan" tailored to their needs. As a Registered Investment Adviser with the SEC, they are committed to transparency and acting in the best interest of their clients. Whether you are a retiree, pre-retiree, or individual looking to secure your financial future, The Estate Planners Group is dedicated to helping you achieve your financial goals and build a legacy for generations to come.

Merrill Lynch Financial Advisor Charles C. Gould Jr. is a finance institution located at 1040 Stony Hill Road, Yardley, Pennsylvania, United States. Charlie focuses on offering a comprehensive approach to managing wealth by listening to clients' needs and helping to ensure that every strategy is grounded in understanding what each client wants to achieve. With access to the investment insights of Merrill and the banking convenience of Bank of America, Charlie helps address various aspects of clients' financial lives. His team is committed to building strong client relationships based on trust and personalized service. Charles helps successful individuals and families make financial decisions, from retirement planning to legacy and estate goals. By understanding each client's priorities, he can provide personalized guidance and advice to help strengthen their overall financial picture. Regular communication and updates about progress are provided to clients, with check-ins and annual reviews to ensure that financial goals are being met. With a focus on understanding clients' goals and priorities, Charles helps build personalized plans that reflect the unique complexities of each client's life. By getting to know clients personally and understanding their investment preferences, he can provide customized financial approaches that align with what matters most to them. The institution offers tools to help clients keep track of changes in their lives and goals, ensuring that their financial approach is always up to date. With a dedication to putting clients first, Merrill Lynch Wealth Management Advisors help clients navigate the financial complexities of life and build customized investment approaches to address their needs and pursue their goals. Charles Gould is registered to do business in multiple states and is committed to providing clients with the latest investment insights, tips, and strategies to help them live their best financial life.

Merrill Lynch Wealth Management is a renowned financial institution located at 1040 Stony Hill Road in Yardley, Pennsylvania, United States. As a leading provider of wealth management services, Merrill Lynch offers personalized financial solutions to help individuals and families achieve their financial goals. With a team of experienced advisors and a wide range of investment options, clients can trust Merrill Lynch to provide expert guidance and support in managing their wealth effectively. Whether you are planning for retirement, saving for education, or investing for the future, Merrill Lynch Wealth Management is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.