Financial Advisors in Pennsylvania
Active Filters:
State: PA
Showing 1-8 of 20 advisors
Allentown, PA
Kurt J. Poling
Wells Fargo Advisors
Specialties and Expertise
High Net Worth PlanningRetirement IncomePortfolio Construction
Typical Clientele
RetireesHigh Net Worth Individuals
Pricing Model:
Fees Information
Number of Clients
N/A
Years of Experience:
33 years
Philadelphia, PA
Benjamin Carson
Tristate Financial Advisors
Specialties and Expertise
Cash Flow AnalysisCollege PlanningEquity Compensation+6
Typical Clientele
Corporate ExecutivesTech Employees+15
Pricing Model:
AUM
Number of Clients
50
Years of Experience:
3 years
Philadelphia, PA
Jonah Salzwedel
Tristate Financial Advisors
Specialties and Expertise
Retirement IncomeHigh Net Worth PlanningWealth Accumulation and Preservation Strategies+6
Typical Clientele
RetireesHigh Net Worth Individuals+6
Pricing Model:
AUM
Number of Clients
30
Years of Experience:
N/A
Lebanon, PA
Zachary Yocum
Wells Fargo Advisors
Specialties and Expertise
Tax Minimization Investment StrategiesPortfolio ConstructionRetirement Income
Typical Clientele
High Net Worth IndividualsRetirees+3
Pricing Model:
Fees Information
Number of Clients
525
Years of Experience:
N/A
Conshohocken, PA
James Flaherty
Wells Fargo Advisors
Specialties and Expertise
Portfolio ConstructionRetirement IncomeHigh Net Worth Planning+4
Typical Clientele
Business OwnersHigh Net Worth Individuals+6
Pricing Model:
Fees Information
Number of Clients
N/A
Years of Experience:
14 years
Merion Station, PA
Christopher Zafiriou
Flax Pond Capital
Specialties and Expertise
Endowments & CharitiesAlternative InvestmentsWealth Accumulation and Preservation Strategies+1
Typical Clientele
RetireesDivorcees+2
Pricing Model:
AUM
Number of Clients
120
Years of Experience:
25 years
Allentown, PA
Ayad Amary
Wealthcare of The Lehigh Valley
Specialties and Expertise
High Net Worth PlanningRetirement IncomePortfolio Construction
Typical Clientele
RetireesDoctors+3
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
22 years
Pittsburgh, PA
Bonnie Mangold
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomePortfolio Construction+2
Typical Clientele
Partners at Law FirmsAttorneys & Paralegals+4
Pricing Model:
AUM
Number of Clients
400
Years of Experience:
6 years