Insurance and financial advisor in Kennett Square, PA
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Willow House Advisors
● ClosedWillow House Advisors is a finance and insurance agency located at 699 Unionville Road in Kennett Square, Pennsylvania, United States. Our team of financial professionals is dedicated to helping clients shape their financial future by creating a dynamic roadmap designed to achieve their optimal future. We believe in building generational relationships with our clients and work collaboratively with them to align their vision, values, and objectives. With over 50 years of experience in the financial services industry, we are committed to providing expertise, a relatable approach, and a holistic process to help our clients reach their milestones and achieve their goals. Securities, investment advisory, and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC. Willow House Advisors is not a subsidiary or affiliate of MML Investors Services, LLC. Contact us today to begin the journey of shaping your financial future.
699 Unionville Rd, Kennett Square, PA 19348, United States -
Sedonia Harsh - Financial Advisor, Ameriprise Financial Services, LLC
● OpenSedonia Harsh - Financial Advisor, Ameriprise Financial Services, LLC is located at 107 West State Street, Kennett Square, Pennsylvania, United States. This institution specializes in providing comprehensive financial services to individuals, including asset management, investment strategies, estate planning, retirement planning, and insurance products. Sedonia Harsh holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in various aspects of financial planning. Additionally, Sedonia Harsh is trained as a Behavioral Financial Advisor and holds certifications in areas such as philanthropy, annuities, senior issues, divorce financial analysis, estate planning, exit planning, and more. With a commitment to excellence and a dedication to helping clients achieve their financial goals, Sedonia Harsh is a trusted advisor in the finance industry.
107 W State St, Kennett Square, PA 19348, United States -
Edward Jones - Financial Advisor: Michael S Caccavo, CFP®|ChFC®|CLU®
● OpenEdward Jones - Financial Advisor: Michael S Caccavo, CFP®|ChFC®|CLU® is a reputable financial institution located at 312 West State Street in Kennett Square, Pennsylvania, United States. Specializing in financial planning and investment services, Michael S Caccavo is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®) with years of experience in helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Michael S Caccavo and his team at Edward Jones are dedicated to providing personalized and comprehensive financial advice to meet your individual needs.
312 W State St Suite 100, Kennett Square, PA 19348, United States -
John Simpson - State Farm Insurance Agent
● ClosedLocated at 689 Unionville Road in Kennett Square, Pennsylvania, the John Simpson State Farm Insurance Agency is dedicated to serving and protecting the autos, homes, and lives of customers in Pennsylvania, Delaware, and New Jersey. Specializing in car insurance, home insurance, life insurance, and health insurance, the agency also offers notary public services. With a focus on customer service and transparency, the agency's knowledgeable team strives to help customers manage the risks of everyday life and achieve their financial goals. Whether you need assistance with insurance or financial services, the John Simpson State Farm Insurance Agency is here to help.
689 Unionville Rd #3, Kennett Square, PA 19348, United States -
Lara Ross - State Farm Insurance Agent
● ClosedLara Ross - State Farm Insurance Agent is a reputable insurance agency located at 22 North Walnut Street, West Chester, Pennsylvania. With a focus on Home, Life, Business, and Auto insurance, Lara Ross is a second-generation State Farm Agent with fifteen years of experience. As a Pennsylvania State University graduate, she specializes in relocations to West Chester, PA, renters and home insurance in Kennett Square, PA, and auto insurance in Chadds Ford, PA. During Distracted Driving Awareness month in April, State Farm offers a tool to help drivers stay safe on the road and even receive a discount. The Ross Team also provides valuable information on emergency management plans, rural road driving safety, and drowning prevention.
22 N Walnut St, West Chester, PA 19380, United States
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