Partners Financial Services
“I have been with them for years and would, and have, referred friends and family to them to protect their wealth and invest in their future.”
Best Financial Advisors near Upper Darby, PA
There are no firms listed in Upper Darby itself yet; the 15 below are the closest options, from towns including Philadelphia (8, 9 mi), Havertown (1, 3 mi) and Ardmore (1, 4 mi).
4 open weekends · 13 rated 4.5+ · 2 show a license
Data verified October 26, 2026
Dedicated Investment Advisers
McAdam Financial
“They have been great to work with and have made it super easy, even working with my employer to make transferring 401K funds as easy as possible.”
Worry Free Tax & Financial Solutions
“Navigation within the portal is smooth and intuitive and provides a very helpful template to ensure that my suite of tax documents is complete, well-organized, and filed timely.”
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Retire Ready Financial Group
“I do not like to discuss money matters with anyone but after listening to Jim, I felt as the though I could trust him so I scheduled an appointment.”
Jumping Jack Taxes - Philadelphia Location
“Had a great experience here today with Anesha very informative and great professionalism thanks so much for the services.”
The 15 firms listed for Upper Darby, 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: Upper Darby, PA
14 of the 15 firms on this page have a rating, from 4.4 to 5.0 across 1,425 reviews; 6 have 50 or more reviews and 13 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (67%) and quality (65%). The topics that come up most in reviews of the firms on this page are "communication" and "understanding". 4 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are business services (2), services for individuals (2) and tax services (2). 2 show a license on their websites and 1 has a BBB rating of A or A+. 8 have ten or more years of experience, the longest 43 years. 3 offer payment plans and 3 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 11 list a public email and 3 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.
Do any financial advisers listed for Upper Darby offer a free first meeting?
3 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
USA Tax Service
“I was referred to Shaun Griffith by my realtor and have been really grateful for his support and service as now my CPA attorney.”
Tristate Financial Advisors
“TFA is great at assisting me with my 401k and other retirement assets, I am glad that I met with them and will continue to do so!”
Strategic Tax & Advisory Services
“Working with Jarrod as an accountant was a great experience I would recommend him to my friends.”
Crash Proof Retirement
“Excellent I am do thank full for crash proof Truly we have peace of mind going forward with the future”
AJ Moore Consulting Corp
“Quick and Easy I file my Business & Personal Taxes with Aj Moore Consulting every year 💯💯 …”
Liberty One Wealth Advisors
“No matter the questions I ask I always feel seen and heard and receive the greatest explanations from Guilian and the team!”
Sage Financial Group
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Activate Wealth
“Highly recommend working with Taylor if you are looking to grow your investments!”
Zenith Wealth Partners
“A great team all around, though Partheev Shah really stands out with his attention to service, detail, and organizational needs.”
Why these companies made our list
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