Financial Services

Name: Anthony Focht
Company Name: Morgan Stanley
Telephone: 215-497-7057; Cell: 267-987-2820
Email: anthony.focht@morganstanley.com
Address: 777 Township Line Rd
City, State, Zip: Yardley, Pa 19067

We improve the monetary situation of our clients and help them achieve financial success. We develop a customized strategy focused on minimizing risk, reducing expenses and maximizing returns on investments. We also address insurance needs, estate planning, improving business efficiency, transition to retirement and any additional matters that relate to your financial situation

Keywords: Financial Planner

Name: David Samachson
Company Name: Edward Jones
Telephone: 267-988-4148; Cell: 215-595-3534
Fax: 888-765-5767
Email: david.samachson@edwardjones.com
Website: www.edwardjones.com
Address: 130 Almshouse Road Ste 400
City, State, Zip: Richboro, PA, 18954

Helping individuals and businesses make sense of investing by providing personalized solutions to assist in organizing, growing, and protecting their wealth.

Name: Jeffrey P. Deissler, CPA
Company Name: Independent Tax & Financial Planners, P.C.
Telephone: 215-354-0500 x24
Fax: 215-354-0117
Email: jdeissler@itfp.com
Website: www.itfp.com
Address: 130 Buck Road, Suite 101
City, State, Zip: Holland, PA 18966-1744

At Independent Tax & Financial Planners. PC., we provide high quality financial planning, tax and accounting services to individuals and small businesses at a high personal service level. We strive to help our clients become more informed and in control of their own finances and financial future.

30+ years in key financial management positions within public and private industry.

Member American Institute of Certified Public Accountants (AICPA), Pennsylvania Institute of Public Accountants (PICPA).

Keywords: Financial Advisor, Stockbroker, Investing, CPA, Financial Planner, Tax Preparation

Name: Mark Byelich
Company Name: Attleboro Wealth Management
Telephone: 215-310-9440
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

Name: Maureen Cioppi-Grill, Associate Vice President, Financial Advisor Wealth Management NMLS#1390884
Company Name: Rodman, Grill & Associates, A financial advisory practice with Ameriprise Financial Services, LLC
Telephone: Cell: 267-240-8623; Office: 610-897-2874
Fax: 610-941-9533
Email: Maureen.cioppi-grill@ampf.com
Website: https://www.ameripriseadvisors.com/maureen.cioppi-grill
Address: 161 Washington St Suite 1300
City, State, Zip: Conshohocken, PA 19428-2055

 

Name: Michael J. Amato
Company Name: Independent Tax & Financial Planners PC
Telephone: 215-354-0500
Fax: 215-354-0117
Email: amato@itfp.com
Website: Independent Tax & Financial Planners PC
Address: 130 Buck Road Ste 101
City, State, Zip: Holland, PA 18966-1744

Our philosophy is to provide high quality professional financial planning, tax and accounting services to individuals and business at a high personal service level. We seek to help our clients become more informed and in control of their own finances and financial future.

Keywords: Financial Services, Financial planning, Tax and Accounting Services

Name: Micheal J Egan
Company Name: JME Financial Services LLC
Telephone: 215-355-3426
Fax: 215-355-5036
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

Name: Ray Long
Company Name: PRIMERICA Financial Services
Telephone: 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

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 to help families determine the next steps to get on the road to a better financial future.

Name: Robert Donnelly
Company Name: The Eagle Companies, Inc
Telephone: 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

Name: Thomas G. Rodman, Managing Director, Financial Advisor
Company Name: Rodman, Grill & Associates, A financial advisory practice with Ameriprise Financial Services, LLC
Telephone: Cell: 215-485-0249 ; Office: 610-897-2916
Fax: 610-941-9533
Email: Thomas.Rodman@ampf.com
Website: https://www.ameripriseadvisors.com/thomas.rodman
Address: 161 Washington St Suite 1300
City, State, Zip: Conshohocken, PA 19428-2055