Finance industry experts in Downingtown, Pennsylvania

Jeff D'Ambrosio Chrysler Dodge Jeep RAM Downingtown is a premier car dealership and repair center located at 1221 East Lancaster Avenue in Downingtown, Pennsylvania. As a trusted name in the automotive industry, we offer a wide selection of new and used vehicles from top brands like Chrysler, Dodge, Jeep, and RAM. Our knowledgeable staff is dedicated to providing exceptional customer service and helping you find the perfect vehicle to suit your needs. In addition to car sales, we also offer expert car repair and maintenance services to keep your vehicle running smoothly. Visit us today to experience the Jeff D'Ambrosio difference!

Steve Bernstein, Mortgage Loan Officer Empowered by NEXA Mortgage is a finance institution located at 423 Bianca Circle, Downingtown, Pennsylvania, United States. Steven Bernstein is dedicated to making the process of qualifying for a low rate mortgage easy and stress-free. With a focus on keeping clients informed and returning all emails and calls promptly, Steven aims to simplify the mortgage process and help clients secure the best rates available. Whether you are looking to buy a new home, refinance for a better rate, or invest in real estate, Steven can provide expert guidance and assistance. With a strong emphasis on communication and customer service, Steven Bernstein is committed to helping clients navigate the complexities of the mortgage process and achieve their homeownership goals. Contact Steven Bernstein today to learn more about how he can help you with your mortgage needs.

Lynx Tax Services, located at 506 East Lancaster Avenue in Downingtown, Pennsylvania, offers expert accounting and finance services. Led by Kathleen Beretsky, the team provides personalized tax preparation and planning services for both small businesses and individuals. With a focus on minimizing tax liabilities and maximizing returns, Lynx Tax Services ensures that clients receive proactive guidance and sound tax planning strategies. Kathleen, a member of the National Society of Accountants, has over 15 years of experience assisting clients in southeastern PA and beyond with their tax needs. Specializing in complex tax issues such as rental properties, retirement planning, and stock options, Lynx Tax Services utilizes industry-leading tax software to ensure accuracy and compliance with federal and state tax laws. The team is dedicated to staying up to date on current tax laws through ongoing research and continuing education classes. With a commitment to high professional standards and ethics, clients can trust that their data is secure with Lynx Tax Services.

Carson Wealth, located at 255 West Uwchlan Avenue in Downingtown, Pennsylvania, is a finance institution that provides a range of services to help individuals, families, business owners, and executives in the greater Philadelphia area achieve their financial goals. Their team of dedicated financial advisors offers portfolio management, financial planning, risk management, estate planning, tax planning, and private trust services. With a focus on helping clients understand and navigate their financial journey, Carson Wealth aims to help clients find financial independence regardless of their situation. From retirement planning to wealth management, the institution offers tailored solutions to meet the needs of each individual. Additionally, Carson Wealth is proud to serve various areas in the greater Philadelphia region, including Downingtown, Philadelphia, Exton, West Chester, and more. The institution has received recognition for their excellence in the industry, with awards such as Forbes Best-in-State Wealth Advisor and Barron's Magazine Hall of Fame Inductee. Securities are offered through Cetera Advisor Networks LLC, and investment advisory services are provided through CWM, LLC. Clients can rest assured that they are receiving expert financial guidance from a team committed to helping them build a strong financial legacy.