Levittown, PA

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Levittown, PA
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Best Financial Advisors near Levittown, PA

We have 2 firms in Levittown on file, and both are on this list, along with 10 from towns including Bensalem (1, 6 mi), Newtown (1, 6 mi) and Perkasie (1, 6 mi).

5 open weekends · 11 rated 4.5+

Data verified October 25, 2026

Credit Counseling Center

Credit Counseling Center

5.0 1 review
“I followed their advice and was able to get my score from 595 to 788 in 2 years.”
Since 2020
Located Inside Penn Community Bank, 208 Levittown Pkwy
Featured

The Credit Counseling Center staff would like to take a moment to show our appreciation for our clients, supporters, board members, and community partners. The lasting impact we collectively make on putting lifelong financial literacy skills into action to change lives is paramount. It takes passion, dedication and commitment from all involved.nnWe'd like to thank these local organizations and corporations - our sponsors for our 2023 Fundraising Event. Our counseling services remain free because of their generous donations.nnWe look forward to 2024 - which marks Credit Counseling Center's 30th anniversary! We look forward to some exciting new initiatives and celebrations! Stay tuned.nn#buckscountypa #montgomerycountypa #nonprofit #financialcoaching #financialcounseling...

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Coaching To Grow

Coaching To Grow

5.0 1 review
“Very professional and I would absolutely recommend her..”
Since 2015
47 Hemlock Rd
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Anthony Petsis & Associates

Anthony Petsis & Associates

4.6 13 reviews
“I have been working with Anthony Petsis & Associates for years and their service has been invaluable, especially in economic times like these.”
Coupons & offersSince 1983
Newtown, PA · 6 mi from Levittown
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Isakov Planning Group

Isakov Planning Group

5.0 46 reviews
“I am grateful to have this group "in my corner" when needs arise, questions need answers and just to make sure our investments are stable.”
15+ years
Southampton, PA · 10 mi from Levittown
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Yardley Wealth Management

Yardley Wealth Management

4.9 40 reviews
“We have used YWM for financial planning, trust and estate planning and continue to recommend them to our friends.”
Free consultationSince 2005
Yardley, PA · 6 mi from Levittown
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Robbins Insurance & Financial Services

Robbins Insurance & Financial Services

5.0 29 reviews
“He took the time to thoroughly explain all the available options to me, ensuring that I understood the coverage details and benefits of each policy.”
Replies within 1 business dayServes PA, NJ +5Since 2016Locally owned
Willow Grove, PA · 14 mi from Levittown
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The 12 firms listed for Levittown, PA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Levittown, PA

The 12 firms on this page are rated from 4.4 to 5.0 across 239 reviews; 11 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (85%) and quality (70%). The topics that come up most in reviews of the firms on this page are "expertise" and "knowledge". 5 are open on Saturdays. 9 have ten or more years of experience, the longest 46 years. 1 offers payment plans; 1 offers a free initial consultation; 2 are family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 12 of the firms on this page; 11 publish a contact page; all 12 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Levittown listed here?

2 of the 12 firms are located in Levittown. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

Enlight Financial

Enlight Financial

5.0 1 review
“Shah has been thorough, consistent, meticulous, and more than just a financial planner or advisor; she's your advocate.”
Serves United StatesSince 2014BBB accredited
Hamilton Township, NJ · 10 mi from Levittown
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Rooney & Hodgens

Rooney & Hodgens

4.8 18 reviews
“I will definitely be continuing to go to him going forward!”
Since 2013FinancingPrices online
Holland, PA · 7 mi from Levittown
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Khatri & Company

Khatri & Company

4.5 14 reviews
“He walked us through the process and went a step further by informing us of errors on our previous tax returns and encouraging us to amend them.”
400+ clients servedSince 2013
Bensalem, PA · 6 mi from Levittown
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My Divorce Solution

My Divorce Solution

5.0 15 reviews
“If you are struggling on where to start in your divorce process, it's with these two ladies!”
Since 2018
Perkasie, PA · 6 mi from Levittown
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SEC Financial Services

SEC Financial Services

4.9 18 reviews
“Thank you for helping me with my personal and business accounts, everything is running smoothly and excellent.”
Free consultationSince 2020
9 mi from Levittown
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Book onlineBook
Mason Financial Services

Mason Financial Services

4.8 7 reviews
“Bill is great we have been using him for 20 years now”
Virtual consultationsServes all of United StatesSince 1977
Philadelphia, PA · 18 mi from Levittown
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HomeWealth Management AdvisorsPennsylvaniaLevittown, PA

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