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Financial Advisors in Pennsylvania

Located in Pennsylvania
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Allentown, PA

Kurt J. Poling

Managing Director - Investments at Wells Fargo Advisors

Years of Experience: 33

Specialties and Expertise

High Net Worth Planning
Retirement Income
Portfolio Construction

Typical Clientele

Retirees
High Net Worth Individuals
Services Provided
  • Retirement Planning
  • Investment Management
Pricing Models
  • Fees and Commissions Information
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Conshohocken, PA

James Flaherty

Financial Advisor at Wells Fargo Advisors

Years of Experience: 14

Specialties and Expertise

Portfolio Construction
Retirement Income
High Net Worth Planning
+4

Typical Clientele

Business Owners
High Net Worth Individuals
Retirees
+5
Services Provided
  • Investment Management
  • Retirement Planning
  • Business Retirement Solutions
Pricing Models
  • Fees and Commissions Information
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Exton, PA

Tanu Happonen

Managing Director at Modern Wealth Management

Years of Experience: 17

Specialties and Expertise

Alternative Investments
College Planning
High Net Worth Planning
+5

Typical Clientele

Business Owners
Divorcees
Doctors
+5
Services Provided
  • Investment Management
  • Tax Planning
  • Estate Planning Strategies
Pricing Models
  • AUM
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Lebanon, PA

Zachary Yocum

Senior Vice President - Investment Officer at Wells Fargo Advisors

Specialties and Expertise

Tax Minimization Investment Strategies
Portfolio Construction
Retirement Income

Typical Clientele

High Net Worth Individuals
Retirees
New Investors
+2
Services Provided
  • Investment Planning
  • Retirement Planning
  • Estate Planning Strategies
Pricing Models
  • Fees and Commissions Information
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Lewisburg , PA

Justin Buttrick, MS, CFP®

Owner at Vision Wealth Advisors

Years of Experience: 14

Specialties and Expertise

High Net Worth Planning
Tax Minimization Investment Strategies
Business Ownership Strategies
+1

Typical Clientele

Retirees
Healthcare Workers
Doctors
+3
Services Provided
  • Investment Management
  • Tax Planning
  • Estate Planning Strategies
Pricing Models
  • Flat Fee
  • AUM
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Pittsburgh, PA

Bonnie Mangold

Financial Advisor at

Years of Experience: 6

Specialties and Expertise

Tax Minimization Investment Strategies
Retirement Income
Portfolio Construction
+2

Typical Clientele

Partners at Law Firms
Attorneys & Paralegals
Doctors
+3
Services Provided
  • Financial Planning
  • Retirement Planning
  • Tax Planning
Pricing Models
  • AUM
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Berwyn, PA

Andrew Schaffer, CFP®

Financial Planner at Ellis Investment Partners, LLC

Years of Experience: 12

Specialties and Expertise

Retirement Income
Portfolio Construction
High Net Worth Planning
+2

Typical Clientele

Retirees
High Net Worth Individuals
Wealthy Families
+1
Services Provided
  • Financial Planning
  • Investment Management
  • Retirement Planning
Pricing Models
  • AUM
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Allentown, PA

Ayad Amary

Founder, Wealth Advisor at Wealthcare of The Lehigh Valley

Years of Experience: 22

Specialties and Expertise

High Net Worth Planning
Retirement Income
Portfolio Construction

Typical Clientele

Retirees
Doctors
Surviving Spouses
+2
Services Provided
  • Tax Planning
  • Estate Planning Strategies
  • Financial Planning
Pricing Models
  • AUM
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