Financial Services


Profile

Brumbaugh Wealth Management, LLC

www.brumbaughwealth.com

Eagleview Corporate Center
760 Constitution Drive, Suite 100
Exton, PA 19341
Map

610-458-2495
Fax: 610-458-7873
Email: kbrumbaugh@brumbaughwealth.com

  • Financial Services

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BYL Companies, LLC

www.bylcompanies.com

BYL offers a multitude of Business Process Outsourcing (BPO) solutions so you can concentrate on what you do best – running and growing your business. With BYL you get streamlined, behind-the-scene operations run by experienced specialists in their chosen field.

301 Lacey Street
West Chester, PA 19380
Map

610-840-8100
Email: rstein@varohealthcare.com

  • Financial Services

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Colborn and Associates

www.colbornassociates.com

Finances

1515 McDaniel Drive
West Chester, PA 19380
Map

610-436-4440
Fax: 610-436-4527
Email: ColbornAssociates@comcast.net

  • Financial Services

Profile

Common Cents Planning

www.commoncentsplanning.com

We Take a "Common Cents" Approach to Pursuing Your Financial Goals.
Common Cents Planning evolved out of Dunbar and Associates, Inc., which was founded in 1985. The name was changed to reflect how we provide service to our clients.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, LA, MA, MD, ME, MO, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser.

239 Baltimore Pike
Glen Mills, PA 19342
Map

610-361-0865
Fax: 610-361-0869
Email: mellis@commoncentsplanning.com

  • Financial Services

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Edward Jones Investments / J. Kitchen

www.edwardjones.com

Full service brokerage firm

105 S. High Street
West Chester, PA 19382
Map

610-430-1320
Fax: 877-222-0029
Email: jeff.kitchen@edwardjones.com

  • Financial Services

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Edward Jones Investments / E. Smith

www.edwardjones.com

Full service investment firm serving individual investors.

704 W. Nields St., Suite G
West Chester, PA 19382
Map

610-436-4101
Fax: 888-775-5394
Email: eric.s.smith@edwardjones.com

  • Financial Services

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Franklin Mint Federal Credit Union

www.fmfcu.org

Federally insured credit union

400 E. Market Street
West Chester, PA 19382
Map

610-696-4999
Fax: 610-696-3073
Email: sumitas@fmfcu.org

  • Banking/Saving/Loans
  • Financial Services

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Janney Montgomery Scott / Matthew Lagoy, CFP®

www.matthewlagoy.com

200 N. High Street, Suite 201
West Chester, PA 19380
Map

610-701-6069
Email: mlagoy@janney.com

  • Financial Services

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Bruce A. Kraig Associates

www.kraiginvestmentmanagement.com

Investment management

1650 Fox Crossing
West Chester, PA 19380
Map

610-644-3468
Fax: 610-644-6867
Email: bakraig@aol.com

  • Financial Services

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MassMutual Greater Philadelphia

http://thefirstfinancialgroup.com/

2 Bala Plaza
Suite 901
Bala Cynwyd, PA 19004
Map

610-766-3311
Fax: 610-664-1220
Email: gflasinski@financialguide.com

  • Financial Services

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New York Life

214 Taylors Mill Road
West Chester, PA 19380
Map

484-595-2450
Email: jscott2@ft.newyorklife.com

  • Financial Services

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Northwestern Mutual-M.Missimer,CFP®,ChFC®,CLU®,CASL®

www.matthewmissimer.com

Enriching Lives, Impacting Communities, Building Legacies

1000 Continental Dr.
Ste. 695
King of Prussia, PA 19380
Map

610-225-6515
Email: matthew.missimer@nm.com

  • Financial Services

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R.K.M. Advisors, Inc.

www.rkmadvisors.com

Comprehensive tax and investment advisors offering fee-only financial planning.

121 N. Walnut St., Ste. 320
West Chester, PA 19380
Map

610-696-3689
Fax: 610-696-6161
Email: vanessageiger@rkmadvisors.com

  • Financial Services

Profile

RTD Financial Advisors

www.rtdfinancial.com

Fee based financial planning and wealth management.

121 North Walnut Street, Ste. 190
West Chester, PA 19380
Map

215-557-3800
Fax: 215-557-3814
Email: jfh@rtdfinancial.com

  • Financial Services

Profile

SimoneZajac Wealth Management Group, LLC

www.financeandflipflops.com

Financial planning and Wealth Management.

Whiteland Business Park
740 Springdale Drive, Suite 204
Exton, PA 19341
Map

610-363-1344
Email: daniel@simonezajac.com

  • Financial Services

Profile

STP Investment Services

www.stpis.com

STP Investment Services is a collaborative partner providing scalable, transparent, middle and back office solutions to fund and investment managers, giving them the technology, expertise and confidence needed to focus on core business objectives. In order to decrease operational risk and scale the business rapidly and effectively, investment managers need to focus on people, processes and platforms. STP Investment Services, an international company with fully owned offices in the United States and India, provides a broad range of services for the asset management industry with capabilities to process all asset classes and meet ever-evolving business requirements.

158 West Gay Street, Ste. 300
West Chester, PA 19380
Map

610-363-5684
Fax: 610-363-5781
Email: info@stpis.com

  • Financial Services

Profile

Trinity Wealth Management, LLC

www.trinity-wealth.com

At Trinity Wealth Management, we serve individuals, families and business owners that have investment assets of at least $250,000 and want personalized guidance to help them work toward a more secure financial future.

Our wealth management practice exists for the purpose of simplifying our clients' financial lives and helping them pursue their dreams and goals. Clients can expect to receive comprehensive financial guidance, including wealth management strategies tailored to their specific objectives, periodic progress reviews and service that exceeds their expectations.

1000 Westlakes Drive, Ste. 275
Berwyn, PA 19312
Map

610-296-2020
Fax: 610-296-2188
Email: info@trinity-wealth.com

  • Financial Services

Profile

Univest Bank and Trust Co.

www.univest.net

Financial solutions for life including; banking, insurance, investments, trusts, wealth management, leasing and mortgage banking.

200 N. High St.
West Chester, PA 19380
Map

484-947-2751
Fax: 610-722-5528
Email: roushe@univest.net

  • Financial Services

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