Financial Advisors in Pennsylvania
Showing 9-16 of 19 advisors
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
Pittsburgh, PA
Peter Donisanu
Franklin Madison Advisors
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomeEquity Compensation+3
Typical Clientele
High Net Worth IndividualsCorporate Executives+5
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
17 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
King of Prussia, PA
Zachary Mineur
Independence Square Advisors
Specialties and Expertise
High Net Worth PlanningTax Minimization Investment StrategiesRetirement Income+1
Typical Clientele
RetireesCorporate Executives+2
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
14 years
West Chester, PA
Mike Reynolds
Janney Montgomery Scott
Specialties and Expertise
High Net Worth PlanningRetirement IncomeBusiness Ownership Strategies+2
Typical Clientele
RetireesBusiness Owners+5
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
8 years
Bethlehem, PA
Bill Hines
Emancipare Investment Advisors LLC
Specialties and Expertise
Retirement IncomeCash Flow AnalysisCollege Planning+2
Typical Clientele
InheritorsNew Investors+6
Pricing Model:
Flat Fee
Number of Clients
20
Years of Experience:
22 years
Wyoming, PA
Matthew Zeigler
Sunpointe Investments
Specialties and Expertise
Business Ownership StrategiesSuccession PlanningHigh Net Worth Planning+2
Typical Clientele
Business OwnersHigh Net Worth Individuals+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
18 years
Pittsburgh, PA
James Kampetis
Carson Wealth
Specialties and Expertise
Retirement IncomePortfolio ConstructionCash Flow Analysis+3
Typical Clientele
RetireesCorporate Executives+3
Pricing Model:
Flat Fee
Number of Clients
220
Years of Experience:
N/A