Category Archives: Financial Services

Samachson, David

Company: Edward Jones Email: 

Donnelly, Robert

Company: The Eagle Companies, Inc Office Phone: 215-776-4249 Email: rtdonne27@aol.com Website: http://www.the-eagle-companies.com Address: 47 Nikol Drive City, STATE Zip: Richboro, PA  18954 Keywords:Comprehensive Investment, Estate and Financial Planning

Long, Ray

Company: PRIMERICA Financial Services Office Phone: 717-399-8787 Cell: 717-295-0073 Email: RayLong@primerica.com Website: http://www.Primerica.com/RayLong Address: 1861 Lincoln Hwy East City, STATE Zip: Lancaster, PA  17602 Keywords:PRIMERICA takes an educational approach and offers sophisticated financil tools to the middle market – for FREE! It starts with a Financial Needs Analysis, a very basic quesionnairre that asks all the right questions…

Focht, Anthony (AJ)

Company: Morgan Stanley Office: 215-497-7057 Cell: 267-987-2820  Email: anthony.focht@morganstanley.com Address:777 Township Line Rd  Yardley, Pa 19067: Keywords: Financial Planner We improve the monetary situation of our clients and help them achieve financial success. We develop a customized strategy focused on minimizing rist, reducing expenses and maximizing returns on investments. We also address insurance needs, estate planning, improving business…

Samachson, David

Company: Edward Jones Office: 267-966-4148 Fax: 855-824-0202 Email: david.samachson@edwardjones.com Website: http://www.edwardjones.com Address: 130 Almshouse Rd Suite 400  City, STATE Zip: Richboro PA  18954 Keywords: Helping individuals and businesses make sense of investing by providing personalized solutions to assist in organizing, growing and protecting their wealth.

Byelich, Mark

Company: Attleboro Wealth Management Office: 215-310-9440 Fax:  Your Email: mbyelich@attleborowealth.com Website: http://www.attleborowealth.com Address: 115 E Maple Ave. City, STATE Zip: Langhorne PA  19047 Keywords: Investment Management & Financial Planning  

Thomas, John L.

Company: Univest Bank Contact Name: John L. Thomas Website: www.univest.net Email: thomasj@univest.net Main: 267-898-05636 Fax:  215-345-1143 Address: 1980 S Easton Rd. Ste 150  Doylestown, PA  18901 Keywords: Bank, Financial Services Comments: Corporate lending professional providing lending and depository  solutions to commercial businesses.  Univest is a full service community bank.

Egan, J Michael

Company: JME Financial Services LLC Office: 215-355-3426 Cell: Fax: 215-355-5036 Your Email: jmichael.egan@voyafa.com Website: http://www.jmefinancial.com Address: Executive House 221 W Street Road City, STATE Zip: Feasterville, Pa 19053 Keywords: Financial advisor

Maureen Cioppi-Grill

Company: Morgan Stanley Office:Associate Vice President, Financial Advisor Wealth Management NMLS#1390884 Cell: 215-356-6182 Office: (215) 497-7048 Toll Free: 800-245-1559 Fax:215-968-2289 Your Email: Maureen.cioppigrill@morganstanley.com Website: www.morganstanleyfa.com/cioppigrill Address: 777 Township Line Rd Suite 301 City, STATE Zip:  Yardley, PA 19067

Michael J. Amato

Company: Independent Tax & Financial Planners PC Office Phone: 215-354-0500 Phone: Fax: 215-354-0117 Your Email: amato@itfp.com Website:Independent Tax & Financial Planners PC Address: 130 Buck Road Ste 101 City, STATE Zip: Holland, PA 18966-1744 Keywords: Financial Services, Financial planning, Tax and Accounting Services, Company Description: Our philosophy is to provide high quality professional financial planning,…

Category Archives: Financial Services

Samachson, David

Company: Edward Jones Email: 

Donnelly, Robert

Company: The Eagle Companies, Inc Office Phone: 215-776-4249 Email: rtdonne27@aol.com Website: http://www.the-eagle-companies.com Address: 47 Nikol Drive City, STATE Zip: Richboro, PA  18954 Keywords:Comprehensive Investment, Estate and Financial Planning

Long, Ray

Company: PRIMERICA Financial Services Office Phone: 717-399-8787 Cell: 717-295-0073 Email: RayLong@primerica.com Website: http://www.Primerica.com/RayLong Address: 1861 Lincoln Hwy East City, STATE Zip: Lancaster, PA  17602 Keywords:PRIMERICA takes an educational approach and offers sophisticated financil tools to the middle market – for FREE! It starts with a Financial Needs Analysis, a very basic quesionnairre that asks all the right questions…

Focht, Anthony (AJ)

Company: Morgan Stanley Office: 215-497-7057 Cell: 267-987-2820  Email: anthony.focht@morganstanley.com Address:777 Township Line Rd  Yardley, Pa 19067: Keywords: Financial Planner We improve the monetary situation of our clients and help them achieve financial success. We develop a customized strategy focused on minimizing rist, reducing expenses and maximizing returns on investments. We also address insurance needs, estate planning, improving business…

Samachson, David

Company: Edward Jones Office: 267-966-4148 Fax: 855-824-0202 Email: david.samachson@edwardjones.com Website: http://www.edwardjones.com Address: 130 Almshouse Rd Suite 400  City, STATE Zip: Richboro PA  18954 Keywords: Helping individuals and businesses make sense of investing by providing personalized solutions to assist in organizing, growing and protecting their wealth.

Byelich, Mark

Company: Attleboro Wealth Management Office: 215-310-9440 Fax:  Your Email: mbyelich@attleborowealth.com Website: http://www.attleborowealth.com Address: 115 E Maple Ave. City, STATE Zip: Langhorne PA  19047 Keywords: Investment Management & Financial Planning  

Thomas, John L.

Company: Univest Bank Contact Name: John L. Thomas Website: www.univest.net Email: thomasj@univest.net Main: 267-898-05636 Fax:  215-345-1143 Address: 1980 S Easton Rd. Ste 150  Doylestown, PA  18901 Keywords: Bank, Financial Services Comments: Corporate lending professional providing lending and depository  solutions to commercial businesses.  Univest is a full service community bank.

Egan, J Michael

Company: JME Financial Services LLC Office: 215-355-3426 Cell: Fax: 215-355-5036 Your Email: jmichael.egan@voyafa.com Website: http://www.jmefinancial.com Address: Executive House 221 W Street Road City, STATE Zip: Feasterville, Pa 19053 Keywords: Financial advisor

Maureen Cioppi-Grill

Company: Morgan Stanley Office:Associate Vice President, Financial Advisor Wealth Management NMLS#1390884 Cell: 215-356-6182 Office: (215) 497-7048 Toll Free: 800-245-1559 Fax:215-968-2289 Your Email: Maureen.cioppigrill@morganstanley.com Website: www.morganstanleyfa.com/cioppigrill Address: 777 Township Line Rd Suite 301 City, STATE Zip:  Yardley, PA 19067

Michael J. Amato

Company: Independent Tax & Financial Planners PC Office Phone: 215-354-0500 Phone: Fax: 215-354-0117 Your Email: amato@itfp.com Website:Independent Tax & Financial Planners PC Address: 130 Buck Road Ste 101 City, STATE Zip: Holland, PA 18966-1744 Keywords: Financial Services, Financial planning, Tax and Accounting Services, Company Description: Our philosophy is to provide high quality professional financial planning,…

Category Archives: Financial Services

Samachson, David

Company: Edward Jones Email: 

Donnelly, Robert

Company: The Eagle Companies, Inc Office Phone: 215-776-4249 Email: rtdonne27@aol.com Website: http://www.the-eagle-companies.com Address: 47 Nikol Drive City, STATE Zip: Richboro, PA  18954 Keywords:Comprehensive Investment, Estate and Financial Planning

Long, Ray

Company: PRIMERICA Financial Services Office Phone: 717-399-8787 Cell: 717-295-0073 Email: RayLong@primerica.com Website: http://www.Primerica.com/RayLong Address: 1861 Lincoln Hwy East City, STATE Zip: Lancaster, PA  17602 Keywords:PRIMERICA takes an educational approach and offers sophisticated financil tools to the middle market – for FREE! It starts with a Financial Needs Analysis, a very basic quesionnairre that asks all the right questions…

Focht, Anthony (AJ)

Company: Morgan Stanley Office: 215-497-7057 Cell: 267-987-2820  Email: anthony.focht@morganstanley.com Address:777 Township Line Rd  Yardley, Pa 19067: Keywords: Financial Planner We improve the monetary situation of our clients and help them achieve financial success. We develop a customized strategy focused on minimizing rist, reducing expenses and maximizing returns on investments. We also address insurance needs, estate planning, improving business…

Samachson, David

Company: Edward Jones Office: 267-966-4148 Fax: 855-824-0202 Email: david.samachson@edwardjones.com Website: http://www.edwardjones.com Address: 130 Almshouse Rd Suite 400  City, STATE Zip: Richboro PA  18954 Keywords: Helping individuals and businesses make sense of investing by providing personalized solutions to assist in organizing, growing and protecting their wealth.

Byelich, Mark

Company: Attleboro Wealth Management Office: 215-310-9440 Fax:  Your Email: mbyelich@attleborowealth.com Website: http://www.attleborowealth.com Address: 115 E Maple Ave. City, STATE Zip: Langhorne PA  19047 Keywords: Investment Management & Financial Planning  

Thomas, John L.

Company: Univest Bank Contact Name: John L. Thomas Website: www.univest.net Email: thomasj@univest.net Main: 267-898-05636 Fax:  215-345-1143 Address: 1980 S Easton Rd. Ste 150  Doylestown, PA  18901 Keywords: Bank, Financial Services Comments: Corporate lending professional providing lending and depository  solutions to commercial businesses.  Univest is a full service community bank.

Egan, J Michael

Company: JME Financial Services LLC Office: 215-355-3426 Cell: Fax: 215-355-5036 Your Email: jmichael.egan@voyafa.com Website: http://www.jmefinancial.com Address: Executive House 221 W Street Road City, STATE Zip: Feasterville, Pa 19053 Keywords: Financial advisor

Maureen Cioppi-Grill

Company: Morgan Stanley Office:Associate Vice President, Financial Advisor Wealth Management NMLS#1390884 Cell: 215-356-6182 Office: (215) 497-7048 Toll Free: 800-245-1559 Fax:215-968-2289 Your Email: Maureen.cioppigrill@morganstanley.com Website: www.morganstanleyfa.com/cioppigrill Address: 777 Township Line Rd Suite 301 City, STATE Zip:  Yardley, PA 19067

Michael J. Amato

Company: Independent Tax & Financial Planners PC Office Phone: 215-354-0500 Phone: Fax: 215-354-0117 Your Email: amato@itfp.com Website:Independent Tax & Financial Planners PC Address: 130 Buck Road Ste 101 City, STATE Zip: Holland, PA 18966-1744 Keywords: Financial Services, Financial planning, Tax and Accounting Services, Company Description: Our philosophy is to provide high quality professional financial planning,…