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Financial Advisors in Harleysville, PA

How to choose a financial advisor in Harleysville

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Owen Kelly

Financial Advisor

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Harleysville, PA

ProfileNo contact yet

Brian Hines

Financial Advisor

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Harleysville, PA

ProfileNo contact yet

John Maleno

Financial Advisor

HORNOR, TOWNSEND & KENT, LLC

Harleysville, PA

ProfileNo contact yet

Roy Wynn

Financial Advisor

Pfs Investments Inc.

Harleysville, PA

ProfileNo contact yet

Steven Sanson

Financial Advisor

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Harleysville, PA

ProfileNo contact yet

Gary Sanson

Financial Advisor

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Harleysville, PA

ProfileNo contact yet

Jude Kane

Financial Advisor

Cetera Wealth Services, Llc

Harleysville, PA

ProfileNo contact yet

John Myers

Financial Advisor

J.P. MORGAN SECURITIES LLC

Harleysville, PA

ProfileNo contact yet

Mark Kemp

Financial Advisor

LPL FINANCIAL LLC

Harleysville, PA

ProfileNo contact yet
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