TOP 30 Insurance consultation for business owners in Bala Cynwyd, Pennsylvania

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Beacon Pointe Advisors is a finance institution located at Two Bala PlazahPlaza in Bala Cynwyd, Pennsylvania, United States. They offer a range of services including Investment Advisory Services, Financial Planning, and Wealth Plan Services. Beacon Pointe is one of the largest Registered Investment Advisory (RIA) firms in the nation, working with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in Philadelphia focuses on full-service financial planning and research-driven investments. They take a holistic approach to financial well-being, covering areas such as wealth and retirement planning, estate and tax strategy planning, insurance reviews, and risk assessments, as well as charitable giving and education planning. They also specialize in values-based investing, life transition support, and financial planning for business owners and multi-generational families. Beacon Pointe Advisors is committed to their clients' best interests and looks forward to assisting with investment portfolios and financial needs.

Dr. Williametta Simmons is the owner of Integrative Psychological & Consulting Services, LLC, a psychology private practice located in Bala Cynwyd, Pennsylvania. With over 15 years of experience in the mental health field, Dr. Simmons specializes in treating depression, anxiety, trauma, relationship issues, eating disorders, chronic pain, schizophrenia, and immigration challenges. She holds a Doctorate in Psychology (Psy.D) and a Master in Business Administration (MBA) with a concentration in Health Care Management (HCM) from Widener University. At Dr. Williametta Simmons' practice, they offer diverse mental health, educational, and consulting services to individuals, families, communities, and businesses. The rates for services are as follows: Initial Evaluation (Intake) – $200/hour, Sessions – $150/hour, and Consultation – $250/hour. They accept Blue Cross/Blue Shield and Medicare insurance, and out-of-network benefits may be used for other insurance companies.