Keywords: establishment,finance,point_of_interest

Weidner Financial Group - Downingtown (PA)

Address: 🏡 32 W Lancaster Ave, Downingtown, PA 19335
Phone : +1 (610) 518-9020

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJGToxt_P1xokRxrCg4G5QljU

Others Near Downingtown,PA

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.
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Mark Cowley: Jamie is well versed and one of the most knowledgeable advisors in the business
EP Wealth Advisors - Exton
Brian Egan: Enough cannot be said about the level of professionalism with which Randy conducts his Wealth Management Firm – From the moment you sit down with Randy, you get a sense of ‘Why’ he is in the business. It is easy within the industry to strictly make it about dollars and cents, however, in Randy’s case, it is about dollars and making sense. Education, objectivity and accountability are the foundations upon which Warren Financial has built itself into a trusted and proven player in the Wealth Management world. Randy forges genuine partnerships with his clients and his philosophy lends itself to a collaboration of minds, finding the most appropriate balance of investments for each individual portfolio. Randy’s track record is a testament to the sound and measured investment advice he provides to all his clientele, however, it is the intangibles that set him apart from the rest. Whether you are looking for maximized return on investments or financial flexibility and security, it is actually the value proposition he provides in his authenticity that makes him a true industry leader.
Brandywine Oak Private Wealth - Kennett Square
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