Keywords: establishment,finance,point_of_interest

Educators First Financial of PA - Limerick (PA)

Address: 🏡 649 N Lewis Rd Ste 200, Limerick, PA 19468
Phone : +1 (610) 792-3343

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJs6hiFQGQxokRT2hWIJGzeRU

Others Near Limerick,PA

Bryan Wise - Thrivent - Pottstown
Mascherino Financial Group - Downingtown
Weidner Financial Group - Downingtown
John Walls: We have been using the Weidner Financial Group for the past 18 years, we started off using them for our health Insurance needs and then they created and developed our 401K savings plans, and eventually they designed a Defined Benefit plan and our "Key Man" insurance / retainer bonus plans. I cant recommend them enough, they have always come through with great solutions whenever they were asked and they are always there to support them as well as you, the customer.
Paradigm Financial Group, Inc. - Exton
chuck ahrens: I attended Johns free seminar on Thursday, July 13, 2017. He was very informative and lively and genuinely wants to help parents not make BIG mistakes in helping to get their children through college. I have scheduled for a free assessment to uncover how his program can help. There is no cost or obligation nor did John pressure anyone into registering for the assessment. I highly recommend everyone to attend his FREE seminar. Chuck A in Allentown
OneMain Financial - Downingtown
Lydia Carroll: Experience was great! I received a quick response. Mehul was very knowledgeable, went over everything with me before anything was signed, and made me feel at ease with the process. Highly recommend!
Penn Rise Advisors - Parkesburg
Dawn Crawford: My office has been with Penn Rise since they opened 17 years ago. Karl is our main contact there and he has always given the best offers that meet OUR needs. He has even suggested products that were less expensive and knew exactly what we used and has never let us "over buy". We have Health, Dental, Vision, Life, Long and Short Term Disability insurances through Penn Rise. In addition to this, they handle our Simple IRA account. I know that most employees even keep this set up after they leave our company. Truly a compliment to Penn Rise. They can be trusted 100%.
Thrive Financial Services - Exton Branch - Exton
Lori H: We really wanted to look forward to retirement, but navigating healthcare costs, estimating future financial needs and taxes was daunting. We have done a lot of great planning, but couldn’t shake the thought that it might not be enough. Then we met Andrew at Thrive Financial Services Just minutes into our first meeting, we knew we were in expert hands. With ease, he assessed what type of retirement we desired, reviewed our present situation and quickly detected areas of missed financial opportunities that we could correct. Thanks to Andrew’s exceptional knowledge, commitment to fully educating his clients and genuinely caring personality, we are no longer worrying about the future and enjoying today!
Brandywine Valley Financial Services LLC - Exton
JT Clark: I had the pleasure of working with Troy as the financial advisor for a client of ours during a recent business transaction for the sale of his business. From start to finish, Troy’s professionalism, expertise, and dedication were exceptional. He not only provided invaluable guidance throughout the process but also went above and beyond to ensure everything went smoothly for our client. Troy’s insightful advice and thorough understanding of the financial aspects were crucial in helping our client navigate the transaction and make informed decisions about their proceeds. I highly recommend Troy for anyone seeking a knowledgeable and reliable financial advisor. His exceptional service and commitment to his clients truly set him apart.
Patriot Financial LLC | Heavy Equipment Financing Company & Services - Exton
Brian Bolle: I have to give a big shout out to Mike at Patriot Financial. I went to him with an equipment purchase on Thursday evening and he had the financing approved Friday morning. I have never had an easier time financing a purchase or a quicker turnaround. I highly recommend that anyone looking to finance a purchase to talk to Mike. I will have him handle all of my future purchases.
American Cash Traders - Coatesville