About Solebury Investment Group, Llc.

Please see my website for all information about myself and my firm.

With over 15 years of experience in the financial services industry, I guide families and individuals through a comprehensive financial planning process that drives advice in investment management strategies, retirement planning, education planning and all areas of their financial lives. Financial planning can be complex. Investment management takes time, knowledge, diligence and on-going oversight. I am driven to bring my expertise to make my clients' lives easier, more fulfilling and to help them achieve their financial goals. I work closely with trusted professionals in the areas of tax, estate, lending and insurance to help ensure the efficient implementation of life's planning needs.

About Blue Bell Private Wealth Management

Blue Bell Private Wealth Management is a fee-only investment management firm located in suburban Philadelphia.

Advisory Services Provided

Financial Planning, Portfolio Management, Portfolio Management, Retirement Planning, Retirement Planning, 401K Rollovers, 401K Rollovers, Wealth Management, Wealth Management, Money Management, Money Management, Risk Management, Risk Management, Education Funding and Planning, Education Funding and Planning, Financial Advice & Consulting, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Estate Planning & Trusts, Annuities, Insurance Planning

William Wolk is a well-known financial educator and has taught over 8,000 adults how to be better investors. For 25 years, William has shown investors how to preserve their assets, increase their income as much as 30%, reduce income taxes up to 50% and select investments for long-term security. William has held senior positions with John Hancock Financial Services, Signator Financial Network and W.H Stuart & Associates and is regarded as a leading expert in financial matters of seniors. William has hosted several senior presentations including The Health & Wellness Center by Doylestown Hospital and for Bristol-Myers Squibb, ETS and State & Local government pre-retirees and retirees. He is a U.S Army veteran, a Rider University finance graduate, a Certified Retirement Financial Advisor and a Certified Senior Advisor, for which he completed a 19 part program of study proving his expertise in the financial, physical, emotional and personal issues of seniors. If you attend one talk this year, do not miss this opportunity to hear one of the nations top authorities on Retiree Tax Reduction.

About Rider Tax Services

Retirement Planning Specialists for Mercer/Bucks County residents. Conservative Advice-Rollovers-RMD's-Mutual Funds-Annuities Plain Talk-Straight Forward Advice Trusted Advice Experienced Advice

William J. Parker is the Chief Executive Officer of GrandView Asset Management, a firm which offers fee based money management headquartered in Harrisburg, Pennsylvania. GrandView Asset Management is one of the largest and oldest independent Fee Based management firms in Central Pennsylvania. The firm has been family operated since 1962. Bill is an Accredited Investment Fiduciary Analyst. (AIFA) In addition, Bill is a Certified Estate Planner and Certified Kingdom Advisor.

About GrandView Asset Management

We work with you to create a personalized road-map designed to guide you through lifes milestones. Our experienced team of professionals is here tooffer you unbiased advice and ongoing support. We strive to simplify your financial strategies. As an independent firm, we are focused on serving you and your needs!

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts

Why I decided to become a financial advisor: Today's world of investing is complex and takes time to do research to make appropriate decisions in a timely manner. All to often families fall prey to financial predators that attempt to sell high cost products and lock up their hard earned money. Even though the world of investing is changing many financial companies apply unrealistic goals. Employees of these financial firms are put under career and goal stress to achieve them despite often knowing those products are of poor choice. I became a financial advisor to provide the greatest quality of products and service i know this industry can provide and that you deserve. Caring means putting our clients first among all else which is why I have taken the oath of a fiduciary advisor. I began my career at Meridian Asset Management and have held many bank management positions over the years. I have extensive experience working with upper level managers and their families. I hold a Bachelors degree in Accounting from PennState, a masters degree, and am a Certified Financial Planner. I take part in many volunteer functions such as scouting, coaching, and community projects.

About Schuylkill Financial, LLC

Our partnership was founded on the basis of having a positive impact on peoples lives through investment and financial planning. We bring sophisticated planning techniques to busy individuals who lack the time to do it themselves, with over 40 years of combined banking and Wall Street experience. Client portfolios are carefully crafted using our expertise in market research, Individual Retirement Accounts, wealth management, college planning and estate planning.

Vanguard Personal Advisor Services^® gives you ongoing access to advisors who will always act in your best interests, a custom financial plan built to help withstand market volatility and economic shifts, strategies to maximize your income in retirement, and real-time tracking towards your goals. All at a low cost.

About Vanguard Personal Advisor Services

With money, comes questions. From how to maximize your retirement income to knowing the appropriate investment strategy based on your goals - it can be a lot to think about. We're by your side to help you feel confident about your future. Our advisors value true partnerships. They'll work closely with you to create a personalized plan to help you reach your goals and are available to connect whenever you have questions.

Advisory Services Provided

Portfolio Management, Retirement Planning, 401K Rollovers, Education Funding and Planning, Tax Advice and Services

Tower Bridge Advisors was founded in 2001 with a mission to provide high quality investment advice alongside outstanding client service. We manage equity and fixed income portfolios comprised of individual stocks and bonds. Our clients choose us because of our commitment to investment research, our experience in managing client portfolios and our laser like focus on our clients' needs. Our nine investment professionals each have, on average, more than 25 years' experience researching investment opportunities, and managing portfolios through up as well as down markets. Our investment process starts with a clear understanding of each client?s unique financial situation, and takes into account their tax status and tolerance for risk. Only by understanding these factors can we develop an appropriate investment solution. Our rigorous investment process results in a customized asset allocation for each client. Each client's portfolio is constructed of 35-40 stocks which represent the best ideas of our investment team, and an appropriate allocation to bonds to achieve the client's requirement for income and stability. From a client service standpoint, we make ourselves available for phone calls and in person meetings as frequently as desired. Our clients appreciate talking directly to the person who manages their account, not a marketing person or an intermediary. Our team of experienced administrators also reach out to our clients to ensure proper management of all administrative details of their accounts.

About Tower Bridge Advisors

Tower Bridge Advisors manages over $1.8 Billion for individuals and families. We have one focus, and that is to customize portfolios for the benefit of our clients. We have an experienced team that brings great perspective and expertise to every relationship. And we are committed to the highest level of customer service. We are available to meet clients in person or by phone and we are willing to meet as frequently as our clients desire. We also provide a brief market commentary 3 days per week to keep clients up to date on our latest thinking. In addition we offer bi-monthly webinars to provide additional insights into the markets and our thought process. We also use a sophisticated financial planning tool to help model "what if" scenarios to help us design the best plan for our clients. Our interests are aligned with yours. We want to help you achieve your goals, and we want you to know that we are looking out for your best interests at all times.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management

Since 2008, I've helped my clients plan for a secure future that delivers peace of mind. I understand that every client's life situation is unique, and I offer personalized planning to help them and their families achieve their life goals. In my free time, I enjoy spending time with family, reading a good book and exploring unique neighborhoods.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews¹ and Barron's², with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. ¹Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); ²The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

My passion for finance comes from a family heritage of teaching and caring for others. Finance is a complex area of life, yet in most states, it is not required in schools. As a financial planner, I have the ability to make a significant impact in the lives of the individuals, couples and families I serve. In my spare time, I enjoy spending time with my family, my husband Jim and my two sons, Christian and Dylan. We love visiting places as a family, and our kids' energy ensures we stay active.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews¹ and Barron's², with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. ¹Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); ²The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

Michael Marion, CFP®, leads the Marion Wealth Management Group with over thirty years of experience in providing investment planning, asset management and risk management services to individuals and businesses. Mike holds a BA in Humanities from the University of Pittsburgh and has completed the CERTIFIED FINANCIAL PLANNER" Professional Education Program from the College of Financial Planning. Mike has held the CFP® designation since passing the CFP® board examination in July 2001. Mike lives in Murrysville, Pennsylvania with his wife Katie, their three children and the family's Chessie Retriever. Mike's interests include the outdoors, hiking, racquetball, reading and spending time with his family.

About Marion Wealth Management

Marion Wealth Management is an independent, fiduciary financial planning and wealth management firm located on the Eastern edge of Monroeville, near the intersections of 376 East, the PA Turnpike, Business Rout 22 and Route 48. Our focus is on developing highly effective financial strategies for retirees, affluent families and business owners. Our Wealth management services include: retirement and income management, portfolio analysis and optimization, asset protection strategies, wealth and estate transfer planning, executive financial services and business retirement services including pension and 401(k) plan management. Our firms's goal is to allow clients to enjoy the personalized service and attention offered by a private wealth management firm, while at the same time enjoying the value of independent advice that puts you first. We believe what sets us apart is our focus on you. Our private wealth and investment services offer you fee based, advice driven investment solutions customized to fit your needs by utilizing the very best tools, technology and research.

Keith graduated from Trenton State College with a BS in Finance. After graduation, Keith joined American Express Financial Advisors in Voorhees, NJ. He then joined MassMutual Financial Group in Bridgewater, NJ. In the fall of 2000, Keith decided he could serve his clients in a better way and created Hawk Financial Group. As an independent financial advisor, Keith has conducted numerous complimentary no-cost informational seminars throughout New Jersey and Pennsylvania. The seminars covered social security, medicare, and retirement income planning. As an investment adviser representative, Keith believes the financial relationship should always center around the client. That is why he adheres to the fiduciary standard of care for his clients. Keith holds a Series 65 license and keeps his clients' best interests first. He also adheres to a policy of no bias or conflict of interest.

About Hawk Financial Group

As a local independent financial advisor in Northampton County, Easton, PA, Keith Hawk has a fiduciary duty to act in the best interests of his clients. He mainly works with seniors ages 55- 75 in Northampton County, Lehigh County, Bucks County, and Monroe County PA, as well as Warren County and Hunterdon County in NJ. His clients' retirement years are secured by addressing and fixing overlooked financial and non-financial "snags" before they happen. Three of these overlooked "snags" include: 1) A program to make sure a wife doesn't lose 1/2 their Social Security income when their husband passes away. 2) A program to cover two years worth of long-term care costs without paying a cent in annual premiums. 3) Making sure that your Power of Attorney document has the correct language to work with Social Security, Medicare, IRS, Veterans Administration, and your banks and brokerages. "As a fee based investment adviser, I have a fiduciary duty to put my client's best interest first. I welcome the opportunity to earn your trust and to show you how I do things differently."

Advisory Services Provided

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services

James began his career at Bankers Trust Company as a commercial lending officer before transitioning to BTCo.s trading desk where he was an institutional bond salesman and subsequently underwrote and traded Federal Agency bonds such as Federal Farm Credit Bank, FNMA and Federal Home Loan Bank bonds. Decamping from New York, James held senior positions with Wilmington Trust Company, T. Rowe Price, Acadian Asset Management, Zurich Capital Markets and Morgan Stanley before joining Merrill Lynch. In addition to holding the preeminent industry designation as a Certified Financial Planner®, James holds degrees from Trinity College in Hartford CT (B.A. English/Political Science) and New York University Stern School of Business (M.B.A.). Originally from Wilmington, DE, he has two grown children, two grandchildren and lives with his wife in Chester Springs, PA.

About Joppa Mill Advisors Ltd.

Joppa Mill Advisors Ltd. represents the culmination of James experience as a Financial Advisor with Merrill Lynch and a successful and rewarding thirty-five year career on Wall Street in institutional asset management and capital markets. Drawing on decades of financial markets experience, James provides his clients with a disciplined, goals-based decision-making framework to help them align their personal assets with their financial objectives. As an independent advisor, our clients can be assured that their goals and best interests are always paramount and our recommendations are conflict-free.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

I provide total financial needs analysis through a network of experienced professionals with expertise in: Advisory services, Retirement analysis and programs, Estate strategies, Employee benefit and retention services, Business continuation strategies. Trust services. I am licensed to sell insurance in: Pennsylvania and New Jersey and securities in: Pennsylvania and New Jersey. I am a registered representative of and offer securities through MML Investors Services, LLLC. Member SIPC. 5001 Louise Drive, Suite 300 Mechanicsburg, PA 17055 (717) 791-3300.

About uFinancial Group

Preparing for the next step in life isnt always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Click Here to Schedule A Conversation

Advisory Services Provided

Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Annuities, Insurance Planning

I enjoy being a financial planner because I'm all about helping my clients plan ahead to face life's challenges knowing that they have a roadmap to take them all the way to a rewarding retirement. My interests outside of work have been called unique by my four daughters. I have a passion for high intensity interval training and am a big fan of archery.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews¹ and Barron's², with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. ¹Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); ²The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

I am a Certified Financial Planner. Our focus is to determine risk tolerance and return expectations. Our goal is to get the best return with the least amount of risk with the best cost. We use some of the best portfolio managers including the American funds, Legg Mason, West End, Blackrock and Vanguard. Our team specializes in retirement planning and professional portfolio management. Check our website at www.kingstonretirementgroup.com to get an idea of our background in greater details.

About Janney Montgomery Scott LLC

How I Work With Clients Long-term focus and discipline start with a sound investment strategy. The first meeting is a complimentary consultation. I like to get acquainted with you and your family to discuss your current financial condition and determine your invetment objectives. Once we begin a business relationship, we proceed to gather all of your financial data, which includes current investments, income, assets, insurances and any debts or loans. Upon determining your goals and objectives, we then analyze the information and agree upon a financial plan. Once an investment plan is agreed upon, our team of specialists will work with your own independent tax and legal advisors. Our goal is to add value through a comprehensive planning approach. Regular portfolio reviews will then be scheduled to monitor your investments and rebalance as necessary. We will also discuss any life changes that may have occurred and the opportunities and challenges that they may present. This is what all present and future clients can expect. I welcome the opportunity to work with you as your investment partner.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management

Brian J. Donley is a Certified Financial Planner " practitioner with many years of experience in the financial services industry and a founding partner of Summit Wealth Advisors. Brian and his partner, Doug Richey, created Summit Wealth Advisors to focus on client-advisor relationships. They are committed to guiding their clients to reach the summit of their financial goals, by understanding their dreams and deciding together on a path to get there. Brians interest in financial planning began at an early age when his parents instilled in him the benefits of hard work and saving money. His first job at a bank introduced him to the financial world and his love of helping people. This led Brian to Purdue University, where he graduated in 1992 with a Bachelor of Science degree with an emphasis in Financial Management. While not working, Brian enjoys the outdoors of Western Pennsylvania and Upstate South Carolina and winter sports in the mountains of Colorado. As an Eagle Scout, he attended outings with his sons (who are both Eagles) through the Boy Scouts of America. He also remains connected with Purdue University as the president of the local alumni chapter. Brian and his wife, Rachel, live in Pittsburgh, PA. They have two children, Griffin and Liam. Both attend Clemson University.

About Summit Wealth Advisors

At Summit Wealth Advisors, we offer our clients a balanced financial planning approach. We believe that by setting goals, using resources efficiently, implement strategies, and periodically reviewing our strategy, our clients can pursue the future they envision. We provide flexible services, including but not limited to educating our clients, designing financial strategies based on our clients' personal goals. We are committed to the client-advisor relationship. Our clients can expect timely advice and service with an experienced and knowledgeable advisor. We seek to continually exceed our clients expectations through a comprehensive, long-term financial planning relationship. We are dedicated to pursuing excellence in all of our business practices. We achieve this through continual education, training and leadership in an ever changing financial services industry. Our company is based on the principle that education and understanding of ones current financial situation is vital to successfully make prudent decisions concerning ones future financial condition. Securities and Advisory Services offered through LPL Financial, Member FINRA/SIPC.

Al Sr. is a Certified Financial Planner(tm) practitioner and has been providing Fee-Only Wealth Management Services for more than 35 years. Al Sr. founded Financial Freedom in 1981 with a mission to help people with independent and objective advice. That mission has grown to helping many individuals and families accomplish their life goals and dreams with truly Fee-Only Wealth Management Services which includes both Investment Management and Comprehensive Financial Planning. Al Sr. is the Chief Investment Officer and focuses on helping clients develop and maintain well diversified appropriately asset allocated portfolios that are consistent with their risk profiles and "sleep comfort level". Al Sr. developed our SDR (same day response) program where we commit to get back to clients the same day with our world class customer service levels.

About Financial Freedom LLC

Financial Freedom provides Fee-Only Wealth Management Services which includes comprehensive financial planning and investment management services. OUR PRIMARY OBJECTIVE IS TO HELP OUR CLIENTS ACHIEVE THEIR LIFE GOALS AND OBJECTIVES. Unlike many planners, we are Fee-Only Financial Planners. Fee-only planners are compensated solely on the basis of fees paid by their clients and do not accept any commissions or compensation from any other sources. This form of compensation should provide you with a high-level of confidence that you are receiving objective recommendations. Additionally, when working with clients on an on-going basis, we do so utilizing a flat retainer arrangement versus any percentage of assets under management formula. Each year we provide our clients with a Wealth Management Services performance evaluation review. We think that it is important that each client is able to evaluate the overall value that our retainer relationship adds to the achievement of their life goals and objectives. Our business strategy is to maintain a small firm focused on developing in-depth personal relationships with a small number of client families versus a cursory relationship with hundreds of clients. The Osgoods are the firm; they do the analysis and investing; they meet with you wherever you live; you won't be turned over to someone else once you become a client. We are seeking prospective new clients with a minimum of $1 million of investable assets. Check out our website at www.finfree.com for more information. Call us at 610-296-9500 for an initial no-obligation consultation.

Advisory Services Provided

Wealth Management, Financial Planning for Individuals

After graduating from Penn State University with a B.S. in Chemical Engineering, I was lucky enough to meet with an advisor who helped me to start saving and investing. Unfortunately, I soon realized that the financial services industry is full of advisors working for themselves, instead of their clients. Years of underperforming investments, along with a general lack of concern for my goals from several advisors, led me to manage my own investments. And later, while working for Lucent Technologies during the Dot-com years, I had the opportunity to attend Lehigh University and graduate with an MBA in Finance. MBA fresh in-hand, I decided to pursue a career in finance. I worked in NYC for Barclays Capital where I soon learned that I preferred working with individuals as opposed to large institutions. I co-founded Schuylkill Financial in order to help everyday people plan for their future. Our business is centered around developing and setting realistic goals with our clients. To do that we need to be passionate about our clients and responsive to their needs as we help them clarify their financial picture. When I am not in the office, I love spending time with my wife and children, doing just about anything outdoors. Hiking and mountain biking are at the top of my list and I can usually be identified as the guy toting one of my 2 little ones on my back and dog by my side on many of Downingtown's trails.

About Schuylkill Financial LLC

Our partnership was founded on the basis of having a positive impact on people’s lives through investment and financial planning. We bring sophisticated planning techniques to busy individuals who lack the time to do it themselves, with over 40 years of combined banking and Wall Street experience. Client portfolios are carefully crafted using our expertise in market research, Individual Retirement Accounts, wealth management, college planning and estate planning.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management

About Our Founder Planning. Protecting. Preserving your retirement. One of Philadelphia's leading retirement transition specialists, Steve DeCesare, CFP®, is a second-generation Certified Financial Planner® professional who has spent the last decade of his career helping professionals transition into retirement with financial confidence. His multi-disciplinary planning approach works to ensure that the investment, income, tax and estate strategies are in place to achieve each of his client's financial and lifestyle goals for retirement. Steve specializes in offering guidance to corporate employees regarding their company sponsored retirement plans such as 401(k)s and pensions. He also advises on rollovers to and investment decisions within Individual Retirement Accounts (IRAs). Additionally, he helps employees who are facing workplace transition with the critical decisions and financial plan adjustments that need to be made to help ensure a smooth progression of their financial life as they enter into their next job or retirement. Steve is a CERTIFIED FINANCIAL PLANNER® professional and Investment Advisor Representative of DeCesare Retirement Specialists a Registered Investment Advisor. He is also life and health insurance licensed in the states of New Jersey and Pennsylvania. Steve is a member of the Financial Planning Association (FPA) and a recipient of the 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020 Five Star Wealth Manager Award. As a financial resource, Steve has been quoted in numerous media outlets including USA Today, Money, Washington Post, The Wall Street Journal, and Bankrate.

About DeCesare Retirement Specialists

Other office location: 10,000 Lincoln Dr. E Ste 201 Marlton, NJ 08053. DeCesare Retirement Specialists is dedicated to providing a systematic,comprehensive, and a client-centric approach to financial planning. We are committed to helping you achieve your financial goals so that your savings can provide for your and your loved ones throughout retirement and thereafter. Our services include (but are not limited to): Retirement Planning, Investment Management, Financial Planning, E-Bridge Tracking Financial Software, Insurance Planning, Tax Planning, Estate Planning. DeCesare Retirement Specialists is an independent wealth management and retirement planning firm dedicated to helping make your life's hard work, work hard for you in retirement. Whether you are just beginning on the road to creating wealth, ready to cross over from the working years to the retirement years, or if you are already retired, we can help. Let DeCesare Retirement Specialists help you transition from work through life.

Advisory Services Provided

Retirement Planning, Financial Planning for Individuals