TOP 10 Independent financial advice in Wayne, Pennsylvania

Modera Financial Advisors & Financial Planners is a renowned finance and insurance agency located at 620 Lee Road in Wayne, Pennsylvania, United States. Our team of experienced financial advisors and planners are dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to plan for retirement, invest for the future, or protect your assets, we are here to provide you with the tools and resources you need to succeed. Trust Modera Financial Advisors & Financial Planners to help you secure your financial future.

MAGIS Financial Partners is a leading finance institution located at 460 Swedesford Road in Wayne, Pennsylvania, United States. With a focus on providing top-notch financial services and solutions, MAGIS Financial Partners is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or wealth management services, MAGIS Financial Partners has a team of experienced professionals ready to assist you every step of the way. Trust MAGIS Financial Partners to help you navigate the complex world of finance and make informed decisions for a brighter financial future.

Walsh & Nicholson Financial Group is a leading finance and insurance agency located at 119 West Wayne Avenue in Wayne, Pennsylvania, United States. With a strong focus on providing personalized financial solutions, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, insurance coverage, or retirement planning services, we are here to guide you every step of the way. Trust Walsh & Nicholson Financial Group to provide you with the expertise and support you need to make informed financial decisions.

Clearview Financial Partners is a leading finance institution located at 100 Matsonford Road in Wayne, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, Clearview Financial Partners is here to help. We pride ourselves on our personalized approach and commitment to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your financial needs.

One Day In July Financial Advisors in Wayne, PA is a trusted finance institution located at 851 Duportail Road in Chesterbrook, Pennsylvania. With a focus on providing personalized financial advice and guidance, our team of experienced advisors is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or seeking wealth management services, One Day In July Financial Advisors is here to support you every step of the way. Contact us today to schedule a consultation and take control of your financial future.

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.

Merrill Lynch Financial Advisor Leah Lezanic, located at 724 West Lancaster Avenue in Wayne, Pennsylvania, offers personalized financial planning services to professionals, business owners, and families across over 20 states in the US. Leah Lezanic, a member of The Lezanic Team, holds Series 7 and Series 66 registrations, as well as a Chartered Retirement Planning Counselor™ designation. With over 20 years of investment experience, the team at Merrill Lynch focuses on building strong client relationships based on trust and personalized service. Leah Lezanic works closely with clients to understand their goals and priorities, designing and implementing personalized plans to help them pursue financial success while managing investment risk. With access to the global resources of Merrill Lynch and banking solutions from Bank of America, Leah Lezanic and her team are dedicated to helping clients achieve their financial goals through customized investment approaches. Whether planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Wealth Management Advisors are committed to helping clients navigate the complexities of their financial lives and pursue their aspirations. Contact Leah Lezanic today to start building a personalized financial plan tailored to your unique needs and priorities.

Merrill Lynch Financial Advisor Kevin A. Kimzey is a reputable financial institution located at 724 West Lancaster Avenue in Wayne, Pennsylvania, United States. Specializing in finance, the institution offers expert advice and guidance to clients looking to make sound investment decisions for their future. With years of experience and a commitment to excellence, Merrill Lynch Financial Advisor Kevin A. Kimzey is dedicated to helping individuals and businesses achieve their financial goals. Contact them today to schedule a consultation and start planning for a secure financial future.

Candice Brown: Primerica - Financial Services is a reputable finance and insurance agency located at 175 Strafford Avenue in Wayne, Pennsylvania, United States. With a commitment to providing top-notch financial services, Candice Brown and her team strive to help clients achieve their financial goals and secure their futures. Whether you are looking for investment advice, retirement planning, or insurance solutions, Candice Brown: Primerica is dedicated to providing personalized and comprehensive financial services to meet your needs. Contact them today to schedule a consultation and start planning for a more secure financial future.

ESQx Business Law, located in Wayne, Pennsylvania, is a legal counsel firm specializing in serving small businesses, innovators, and entrepreneurs in the Philadelphia area. With a mission to keep clients out of the corporate rat race, achieve financial independence, and make a positive impact, ESQx offers unparalleled legal services tailored to the unique needs of each client. Whether you are starting a new venture, launching a product, or managing an existing business, ESQx is here to help position you for success. From business formation to contract negotiation, trademark filing to business litigation, the firm provides comprehensive legal support to ensure the growth and protection of your business.

Sheeley Insurance Agency, located at 1114 Texas Palmyra Highway in Honesdale, Pennsylvania, is a locally owned and operated insurance agency specializing in home, auto, business, and day care center insurance throughout Pennsylvania. Since 1933, we have been serving individuals and businesses in Stroudsburg, Milford, Honesdale, and Dunmore, as well as Pike, Wayne, Monroe, and Lackawanna counties. As an independent agency, we work with multiple insurance carriers to find the best solutions for our clients at the best price. We are a Keystone Insurers Group Partner, giving us access to over 50 insurance companies and expertise in all types of markets.

PNC Private Bank, located at 200 West Lancaster Avenue in Wayne, Pennsylvania, is a prestigious finance institution dedicated to providing personalized wealth management services to high-net-worth individuals and families. With a team of experienced financial advisors and experts, PNC Private Bank offers tailored solutions to help clients achieve their financial goals and secure their financial future. Whether it's investment management, estate planning, or retirement planning, PNC Private Bank is committed to delivering exceptional service and expertise to help clients navigate the complexities of wealth management.

Nicholas Olesen, CFP, CPWA is a renowned financial institution located at 435 Devon Park Drive in Wayne, Pennsylvania, United States. Specializing in financial planning and wealth management, Nicholas Olesen and his team offer personalized services to help clients achieve their financial goals. With a focus on comprehensive financial strategies and expert guidance, they strive to provide exceptional service and support to each client. Trust Nicholas Olesen, CFP, CPWA for all your financial needs and secure your financial future today.

Fortis Family Office, located at 656 Swedesford Road in Wayne, Pennsylvania, is a finance institution dedicated to providing comprehensive wealth management services to high-net-worth individuals and families. Similar to how a vineyard requires regular care and management, Fortis serves as a strategic safeguard over its clients' wealth, protecting against potential threats. With a philosophy rooted in being a trusted advisor and sounding board, Fortis takes the time to deeply understand each client's unique circumstances, values, and goals. By devising both strategic and tactical steps to address financial and life issues, Fortis acts as a personal executive team for its client partners.

Diversified is a finance institution located at 480 Swedesford Road, Wayne, Pennsylvania, United States. Our mission is to help you achieve lifelong wealth by providing comprehensive financial planning, investment management, tax planning, and insurance services. We have a dedicated team of professionals who are committed to tailoring your investments to your specific financial plan. Our goal is to have everything you need under one roof, making your life more convenient. Diversified has been recognized as a top RIA by Financial Advisor Magazine and named a Best Place to Work for Financial Advisors. As a fiduciary, we are transparent about our fees and operate with integrity. Let us help you achieve your financial goals and ease the burden of complex financial matters.

Brandon May is a well-established finance institution located at 363 West Lancaster Avenue in Wayne, Pennsylvania, United States. With a strong reputation for providing top-notch financial services, Brandon May offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the expert team at Brandon May is here to help. Trustworthy, reliable, and dedicated to helping you achieve your financial goals, Brandon May is the go-to institution for all your financial needs.

Alden Investment Group, located at 37 West Avenue in Wayne, Pennsylvania, is a modern financial services company dedicated to helping clients achieve their investment goals. Established in 1995, Alden offers a wide range of services including wealth management, asset management, and broker-dealer capabilities. With a team of professional brokers and registered investment advisors, Alden provides tailored solutions for advisors and clients, offering flexibility and a diverse set of investment options. The firm prioritizes regulatory compliance, transparency, and value in its investment offerings. Alden Investment Group also partners with specialized broker-dealer and RIA peers to enhance the services provided to clients. The firm's technology platform enables financial advisors and banks to offer a broader range of investment products and services to customers. With a commitment to putting clients' interests first, Alden Investment Group continues to be recognized as a top independent broker-dealer in the industry.

James H. Wilson is a finance and insurance agency located at 245 West Broad Street in Quakertown, Pennsylvania, United States. With an additional office at 1301 S. Harrison Street in Fort Wayne, Indiana, the institution is part of Lincoln Financial Advisors, an independent broker-dealer with a national network of financial professionals. The institution offers personalized solutions and fee-based financial planning to help individuals and business owners with estate planning, business succession, retirement, and financial plans. They have access to a diverse array of products and provide specialized support to clients. The institution is committed to long-term client relationships and upholds high standards of conduct. Securities are offered through Lincoln Financial Advisors Corp., a member of SIPC, and investment advisory services are also available through Lincoln Financial Advisors Corp. or Sagemark Consulting. Insurance is offered through Lincoln affiliates and other reputable companies. The institution does not provide legal or tax advice, and not all financial professionals within the firm may offer advisory services. For more information about the services and relationships offered by James H. Wilson, clients can refer to the Form CRS - Customer Relationship Summary.

Junto Wealth LLC is a financial institution located at 656 E Swedesford Road, Wayne, Pennsylvania, United States. We are financial life planners dedicated to helping you achieve the highest return on life. Our goal is to be your financial friend on life's journey, valuing your story over just your numbers. Money is seen as a tool to make a fulfilling life, rather than the other way around. Inspired by Benjamin Franklin's Junto, we strive for collaboration and helping others reach their potential. Facing a world of problems, internal struggles, and transitional life events, we believe in making Essential Promises for success across the Financial Pillars. Trusts can make families wealthier and healthier, so organizing your financial matters now is crucial. Our Client Service SYSTEM, utilizing both digital and traditional methods, is designed to save you stress, time, energy, and money.

Stevens Capital Management LP is a finance institution located at 201 King of Prussia Road in Wayne, Pennsylvania, United States. Specializing in investment management, Stevens Capital Management LP offers a range of financial services to help clients achieve their financial goals. With a team of experienced professionals, the institution provides personalized investment strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Stevens Capital Management LP is dedicated to helping you navigate the complexities of the financial markets and make informed decisions.