TOP 30 Individual investor support in Jenkintown, Pennsylvania

2 results found

Welcome to William S. Valentine - Your Trusted Financial Partner in Jenkintown, PA Located at 165 Township Line Road, Jenkintown, Pennsylvania, William S. Valentine is your local expert in comprehensive financial planning and investment strategy. As a distinguished Oppenheimer Financial Professional, William S. Valentine is dedicated to aligning each client's unique goals, values, and needs with tailored investment and insurance strategies.

Welcome to Kathleen Olivari, your trusted partner in finance located at 165 Township Line Road, Jenkintown, Pennsylvania. As part of the renowned Oppenheimer & Co. Inc., we bring over a century of financial expertise to help you achieve your wealth management goals. Our dedicated team of financial professionals is committed to providing personalized advice and innovative strategies tailored to your unique needs. At Kathleen Olivari, we understand that successful wealth management requires more than just market knowledge; it demands a deep understanding of your individual aspirations. Our Chief Investment Strategist, John Stoltzfus, offers insightful reviews and market strategies to ensure you're always informed and prepared for the future. With powerful thinking and a client-centric approach, we deliver unmatched expertise in planning, investing, and transitioning wealth.