TOP 30 Investment and insurance services in Kennett Square, Pennsylvania

3 results found

Sedonia 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.

Willow 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.

Edward 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.