Best Financial Advisors in Lower Merion, PA

“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 !”

“Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance re...”

“All I can say is Steve is so much more than a taxation lawyer and I just can't thank him enough for showing me support and understanding and his expertise.”

“Mc Adam Financially Advanced has offered us the most cutting edge, expertise planning we have had in our lives Our advisor, Mr Derek Stavarski, is extremely professional, articulate, trustworthy and educated in financial consulting.”

“Sal manages to thoroughly and skillfully tackle each of my tax / general accounting concerns one by one, rarely requiring any additional follow-through on my end.”

“Zac and his team at Worry Free Tax & Financial Solutions helped me get on top of my personal and small business taxes in a way that was efficient and effective.”

“We appreciate the easy to u/stand evaluations prepared that provided a clear picture of what our retirement will look like and for providing the investment vehicle to get us there.”

“Shaun and his team are always timely, respectful, friendly and, although my business is small, treat me as though I'm as important as any larger client.”

“You don't have to be rich to have a financial advisor - in fact the best way to grow your wealth is with a financial advisor, so no investor is too small for Eugene.”

“They teach you the importance of not only understanding your own strengths and weaknesses but also how to master inner office communication that can be applied not only professionally but also personally.”

“He even allowed me to add my own notes to his diagrams (I took pictures) and gave me time to restate the basic principles to make sure I understood everything.”

“Above all, was the deep level of trust I have in him to speak truth, explain options, listen intently to my unique circumstances and be willing to do research on my behalf to help with long-range planning.”

“Within 30 minutes after our conversation I had received 1/2 dozen emails & texts with all the information & documents I needed (even some I did not know about).”

“There was wasted getting me current with the IRS for TWO businesses as well as my personal, and then took the time to make sure my paperwork (articles of incorporation) was correct.”