Mike Reynolds
West Chester, PA
Verified Identity
Financial Advisor at
Janney Montgomery Scott
Years of Experience
8 years
Average Client Size
$1,500,000
Member Since
2024
Allow Me to Introduce Myself
Our goals are your goals! As a Financial-Planning Based Team, we focus on discovering what is most important to you as we help you navigate through every phase of life. There is no "one size fits all" when it comes to financial planning. We believe in providing advice beyond investments so we kno...
Clientele
Retirees
Business Owners
Corporate Executives
Divorcees
Surviving Spouses
Single Mothers
High Net Worth Individuals
Services Provided
Financial Planning
Investment Management
Retirement Planning
Specialties and Expertise
High Net Worth Planning
Retirement Income
Business Ownership Strategies
Succession Planning
Cash Flow Analysis
Credentials and Designations
Certified Financial Planner™
Click to learn more
Pricing Models
AUM
Education
University of Delaware
Bachelors
Obtained in 2017
Advisor Links
Disclosures and Proof of License
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Profile Last Updated: March 26, 2025