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Financial Advisors in Jenkintown, PA

How to choose a financial advisor in Jenkintown

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.

James Lee

Financial Advisor

PFS INVESTMENTS INC.

Jenkintown, PA

ProfileNo contact yet

Daniel Jones

Financial Advisor

RAYMOND JAMES & ASSOCIATES, INC.

Jenkintown, PA

ProfileNo contact yet

John Mawson

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jenkintown, PA

ProfileNo contact yet

Susan Crist

Financial Advisor

RAYMOND JAMES & ASSOCIATES, INC.

Jenkintown, PA

ProfileNo contact yet

Kyle Mallach

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jenkintown, PA

ProfileNo contact yet

Hilary Blust

Financial Advisor

RAYMOND JAMES & ASSOCIATES, INC.

Jenkintown, PA

ProfileNo contact yet

Bruce Diamond

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jenkintown, PA

ProfileNo contact yet

Gregory Curran

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jenkintown, PA

ProfileNo contact yet

Erin Cresko

Financial Advisor

RAYMOND JAMES & ASSOCIATES, INC.

Jenkintown, PA

ProfileNo contact yet
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