Best Financial Advisors in Levittown, PA

The highest-rated Financial Planning & Wealth Management firms out of 385 vetted & reviewed in the Levittown area.

Versutus Accounting & Consulting

Versutus Accounting & Consulting

(19)
Quickbooks Services, Services For Individuals, Business Services
“I Highly Recommend This Accounting Firm, I Have Been Using This Firm For 2 Years, They Are Extremely Knowledgeable And Are Always There To Answer Any And All Questions You May Have.”
Free Initial Consultation
In Business Since 2017
Transparent Fees & Pricing
Offers Financing Options
Serving Levittown Area
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Brian C Goodman & Associates

Brian C Goodman & Associates

(16)
Tax Services, Services For Individuals, Business Services
“The care and effort they put forth is Outstanding, Especially in Today's business world.”
In Business Since 2006
Transparent Fees & Pricing
Offers Financing Options
Serving Levittown Area
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Rooney & Hodgens

Rooney & Hodgens

(16)
Bankruptcy, Quickbooks Setup, IRS Levies
“After consultations and experiences with other firms for both individual and business tax needs, Bernie was the only one who took the time to understand our long-term goals, discuss options”
Offers Financing Options
In Business Since 2013
Accepts All Major Credit Cards
Transparent Fees & Pricing
Serving Levittown Area
i
Sharkey, Abo, Rodeffer & Associates

Sharkey, Abo, Rodeffer & Associates

(13)
  • CPA
“Great company, great service, highly recommended.”
In Business Since 2014
Transparent Fees & Pricing
Offers Financing Options
Serving Levittown Area
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Moving Forward in Lifestyle

Moving Forward in Lifestyle

(13)
  • 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
i
Solitario & Tierney CPA

Solitario & Tierney CPA

(11)
“Thomas has been doing my taxes for years and he always is straight with me, makes the process so stress free, and I NEVER dread doing my taxes because I know they've got this under control.”
In Business Since 2010
Transparent Fees & Pricing
Serving Levittown Area
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Financial Voyages

Financial Voyages

(12)
“Gary has been my advisor from day one and he has advised me with sound advice and has always been available and proactive regarding all financial matters.”
In Business Since 1999
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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PTM Wealth Management

PTM Wealth Management

(16)
  • Investment
  • Questions
  • Retirement
“Paul has been my financial advisor for many years , He and his team are always making sure that my finances are right on target for my retirement someday !”
In Business Since 2011
Serving Levittown Area
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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 1988
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Serving Levittown Area
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Yardley Wealth Management

Yardley Wealth Management

(19)
  • Investments
  • Questions
  • 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
i
Afton Financial Group

Afton Financial Group

(18)
  • Life Insurance
  • Questions
  • Retirement
“He is very prompt in responding to any questions that you might have while searching for a policy and even after you have already acquired your policy.”
In Business Since 2015
Remote Consultations Available
Serving Levittown Area
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Strategic Tax & Advisory Services

Strategic Tax & Advisory Services

(20)
Bookkeeping & Payroll Services, Financial Analysis, College Planning
“Jarrod is an amazing account he not only provided excellent service he went through my old returns and showed me mistakes my previous accountant made that could've become a real problem for me.”
Serving Levittown Area
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Kolenda & Associates Cpas

Kolenda & Associates Cpas

(2)
“I've worked with all of their CP As and they seamlessly handled multiple state filings, estate & trust filings, our small business and more.”
Free Initial Consultation
Offers Financing Options
In Business Since 2004
Accepts All Major Credit Cards
Serving Levittown Area
i
Steven J Lerner

Steven J Lerner

(1)
Quickbooks Services, Services For Individuals, Business Services
“Been using Steve for years, only positive things to say.”
In Business Since 2012
Transparent Fees & Pricing
Offers Financing Options
Serving Levittown Area
i
Value Management

Value Management

(1)
Family Business Advisory, Investment Banking, Business Valuation
“Would a great organization for small business.”
In Business Since 2001
Coupons & Offers
Family Business
Serving Levittown Area
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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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Veritas Strategies

Veritas Strategies

(7)
Comprehensive Planning, Asset Management
“This did not happen overnight as they patiently answered my questions and educated me in their principled, moral philosophy of wealth management for more than 18 months before I finally made up my mind to follow their lead.”
In Business Since 2000
Serving Levittown Area
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JSK Financial Consultants

JSK Financial Consultants

(20)
  • Emails
  • Questions
  • Loan
“She was extremely professional and always made sure everything was completed and done in a timely manner.”
Serving Levittown Area
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O'Malley & O'Malley

O'Malley & O'Malley

(4)
Financial Planning
“Last CPA never finished them!!”
In Business Since 1946
Accepts Cash
Transparent Fees & Pricing
Serving Levittown Area
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Leading Business Solutions

Leading Business Solutions

(9)
“I wouldn't expect anything less as I have been having them do them for for the last four years and have been taken care of professionally and with easy to understand explanations of how they were prepared every time.”
In Business Since 2021
Transparent Fees & Pricing
Se Habla Español
Serving Levittown Area
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Mill Creek Capital Advisors

Mill Creek Capital Advisors

(2)
Financial Concierge Services,, Estate Planning,, Comprehensive Reporting and Online Access,
“They listened to my concerns and took their time to find a suitable plan for me.”
16+ Years Experience
Serving Levittown Area
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Retirement Planning and Investment Management Services Estimated Cost in Levittown, PA 2023

Minimum cost
$1030
Maximum cost
$8755
National Average
$3090
Avg Per Hour Rates
$309
$2060
$5665
Fair price range based on 167 cost profiles
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Average Cost $3090
Minimum cost $1030
Maximum cost $8755
Avg Per Hour Rates $309

Typical range $2060 to $5665 is based on 167 cost profiles.

Why these companies made our list

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