Best Financial Advisors in Levittown, PA

The highest-rated Financial Planning & Wealth Management companies out of 167 vetted & reviewed in the Levittown area.

Credit Counseling Center

Credit Counseling Center

(1)
Manage Student Loans, Avoid Foreclosure or Eviction, Buy a Home
“I followed their advice and was able to get my score from 595 to 788 in 2 years.”
In Business Since 2020
Located Inside Penn Community Bank, 208 Levittown Pkwy, Levittown, PA
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Coaching To Grow

Coaching To Grow

(1)
“Very professional and I would absolutely recommend her..”
In Business Since 2015
47 Hemlock Rd, Levittown, PA
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Anthony Petsis & Associates

Anthony Petsis & Associates

(3)
“I have been working with Anthony Petsis & Associates for years and their service has been invaluable, especially in economic times like these.”
In Business Since 1984
Accepts All Major Credit Cards
Average Price Tag
Serving Levittown Area
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Lane Hipple - Wealth Management Group

Lane Hipple - Wealth Management Group

(30)
Specialty, Corporate, Financial Planning
“Since that time we could not have been more pleased with their attentiveness to our needs, rebalancing our portfolio, and honestly, allowing a sound night's sleep.”
In Business Since 2017
CFP Certified
Family Business
Serving Levittown Area
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Apex Tax Advisors

Apex Tax Advisors

(17)
  • Family
  • Investments
  • Questions
“Bill and John have been helping us, not only with tax preparation, but with how to think about our businesses, planning for our family's future, and other meaningful advice that has made a difference.”
In Business Since 2007
Licensed, BBB Rating: A+
Serving Levittown Area
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KSM Group Cpas

KSM Group Cpas

(15)
Quickbooks Services, Crypto Tax Accounting, Services For Individuals
“In addition, this year, we refinanced our mortgage and dealing with the bank was something akin to root canal but with the help of the professionals at KSM we maintained our sanity and the refinancing went through.”
Free Initial Consultation
In Business Since 2009
Transparent Fees & Pricing
Offers Financing Options
3812 Quakerbridge Rd # 207, Hamilton Township, NJ
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Edward E. Newman CPA

Edward E. Newman CPA

(13)
Business Services, Individuals Services, Tax Services
“I have had my far share of accountants in my lifetime, as have many people, but there's something about Ed, Lisa and their team that make you feel like everything is going to be okay and I think that's what we are all looking for at the end of the da...”
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1995
Serving Levittown Area
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Amro Azazi CPA

Amro Azazi CPA

(21)
Wealth Management, Quickbooks Services, Payroll Services
“Plus they saved us more money on top of that because they're half the price of H&R block (at least for the different forms I needed) and you get the reassurance of having a professional check your taxes.”
In Business Since 2018
1302 Cottman Ave, Philadelphia, PA
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Enlight Financial

Enlight Financial

Info to Collect, Sample Plan, The Planning Process
“If I wasn't a financial planner, my second choice of career would have been to teach. In fact, growing up I was always involved in some kind of tutoring or mentoring activity, and even now I am the first to volunteer for pro bono activities involving...”
In Business Since 2004
Licensed
61 Lehavre Ct, Hamilton Township, NJ
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Lear & Pannepacker

Lear & Pannepacker

(29)
Audit & Assurance, Bookkeeping & Support, Business Advisory
“They did such a good job with my company's complicated tax issues that I chose to stay with them after I sold my business---an activity where they were invaluable advisors.”
In Business Since 1988
Accepts Invoicing available
Serving Levittown Area
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Tax Brilliance

Tax Brilliance

(6)
Industries, Services For Quickbooks, Services For Individuals
“Only thing i had problems with is the bill cycle!”
Free Initial Consultation
In Business Since 2021
Transparent Fees & Pricing
Offers Financing Options
100 Horizon Center Blvd, Hamilton Township, NJ
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Thomas Colitsas & Associates PA

Thomas Colitsas & Associates PA

(2)
Risk Management Services, Tax Services, Tax, Consulting & Accounting Services
“They have cutting edge knowledge of the ever changing tax laws and give sage advice on business matters germane to our needs.”
Transparent Fees & Pricing
In Business Since 1992
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Serving Levittown Area
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Isakov Planning Group

Isakov Planning Group

(30)
  • Management
  • Questions
  • Call
“It is right and proper to analyze past information to come up with correct pricing but in order to pick the winners one has to be attuned to the future and see opportunities where others see only problems.”
15+ Years Experience
Serving Levittown Area
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Robbins Insurance & Financial Services

Robbins Insurance & Financial Services

(21)
  • Money
  • Car
  • Family
“He called me almost immediately to tell me how to actually turn it in and gain a profit which I followed his advice and directions and was able to get a check for a few thousand dollars instead of just turning it in!”
In Business Since 2016
Locally Owned & Operated
Serving Levittown Area
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Yardley Wealth Management

Yardley Wealth Management

(24)
  • Family
  • Investments
  • Fiduciary
“Even during the past 6 months when the economy has been rocky, Yardley Wealth has been there to help us minimize our losses and put is in position for growth in the future.”
In Business Since 2005
Serving Levittown Area
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Allen Raevsky & Company

Allen Raevsky & Company

Accountants
“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and fri...”
Free Initial Consultation
In Business Since 2010
Transparent Fees & Pricing
Offers Financing Options
51 Haddonfield Rd Suite #140, Cherry Hill, NJ
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Money Management Advisory

Money Management Advisory

(1)
“Dave Mock is one of a kind.”
In Business Since 1986
Licensed, BBB Rating: A+
Serving Levittown Area
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Winthrop Partners

Winthrop Partners

(9)
Transitioning Advisor, Overall Process, Investment Management Process
“I have known Tom Saunders for over 15 years and would recommend his company's services to anyone.”
In Business Since 2016
Free Initial Consultation
Serving Levittown Area
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Sharkey, Abo, Rodeffer & Associates

Sharkey, Abo, Rodeffer & Associates

(12)
  • CPA
“Helped out a lot and they were very insightful.”
In Business Since 2014
Transparent Fees & Pricing
Offers Financing Options
Serving Levittown Area
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Great Percent Finance

Great Percent Finance

(8)
  • Loan
  • Business
“Brad Prader and Great Percent were absolutely the driving force behind us securing the funding we needed to keep our business alive and well during the COVID-19 crisis.”
In Business Since 2020
Offers Financing Options
Free Initial Consultation
Serving Levittown Area
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Thomas McNulty CPA

Thomas McNulty CPA

(12)
Individual Services, Business Services
“He always does his best to make sure that as a client we get the best results (either largest refunds or minimal tax burden), this is where his knowledge and experience come into play.”
In Business Since 2009
Transparent Fees & Pricing
Serving Levittown Area
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Moving Forward in Lifestyle

Moving Forward in Lifestyle

(12)
  • Credit
“Talk about an easy process this company worked very hard from start to finish from getting us approved for a loan to getting us our first flip house answered all questions in the most knowledgeable way and break it down to a more understanding level ...”
In Business Since 2019
Transparent Fees & Pricing
Serving Levittown Area
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Thrift Financial

Thrift Financial

“We work with institutions in analyzing the quality and cost competitiveness of their investment holdings. In addition, we partner with institutions to assess portfolio structure and strategy.”
In Business Since 2009
Coupons & Offers
Serving Levittown Area
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Peak Wealth Partners

Peak Wealth Partners

(18)
  • Retirement
  • Team
  • Market
“When I call the office Jill and Amy are always so cheerful and attentive and answer any questions that I may have or connect me with Bryan Dein when I have financial questions that I wish to discuss.”
In Business Since 2019
Serving Levittown Area
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Retirement Planning and Investment Management Services in Levittown, PA Cost Estimates

Minimum cost
$1033
Maximum cost
$8779
National Average
$3099
Avg Per Hour Rates
$310
$2066
$5681
Fair price range is based on 441 cost profiles
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Average Cost $3099
Minimum cost $1033
Maximum cost $8779
Avg Per Hour Rates $310

Fair range $2066 to $5681 is based on 441 cost profiles.

Why these companies made our list

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