Home ownership guidance in Doylestown, Pennsylvania
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Merrill Lynch Financial Advisor Daniel W Loftus
Merrill Lynch Financial Advisor Daniel W Loftus, located at 600 Hyde Park in Doylestown, Pennsylvania, United States, offers personalized financial planning services to help clients achieve their goals. With nearly 20 years of experience in the financial industry, Dan Loftus is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified Investment Management Analyst® designation. Dan and his team at the Lewis Newman Loftus Group are dedicated to building strong client relationships based on trust and personalized service. They work with clients to create personalized plans centered on their goals and focused on achieving financial success. Through Merrill Personal Wealth Analysis®, clients can receive insights and guidance on managing investment risk and navigating market volatility. Dan Loftus is committed to understanding each client's unique needs and priorities, offering tailored solutions to help them pursue their financial goals. With access to the global resources of Merrill and banking solutions from Bank of America, Dan and his team provide comprehensive financial strategies to address clients' evolving needs. Whether clients are planning for retirement, saving for a home, or funding their children's education, Dan Loftus and his team are dedicated to helping clients achieve their financial aspirations.
Cynthia ‘Cindy’ Cortes, BHHS Fox & Roach Realtors
Welcome to Cynthia ‘Cindy’ Cortes, BHHS Fox & Roach Realtors, your trusted partner in real estate located at 6319 Lower York Road, New Hope, Pennsylvania. Whether you're buying, selling, or looking for your next mortgage, Cindy and her dedicated team are here to help you navigate the dynamic real estate market with confidence and ease. As proud members of the Berkshire Hathaway HomeServices network, we are committed to providing the highest level of service, expertise, and dedication to our clients. Our goal is to make your home ownership dreams come true, whether you're looking to buy, sell, or rent. Our website is a valuable resource, offering a wealth of information on finding and purchasing a home. We are always ready to answer any questions you may have, providing a solid starting point before you meet with one of our licensed real estate professionals.
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