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Best Financial Planners in Philadelphia, Pennsylvania

When it comes to securing your financial future, choosing the right financial planner can make all the difference. Philadelphia, Pennsylvania, boasts a diverse range of financial advisors ready to help you navigate the complexities of financial planning. This article will delve into some of the top financial planners in Philadelphia, highlighting their services, expertise, and client reviews. We’ll also provide essential tips on what to look for in a financial planner, ensuring you make an informed decision.

What to Look for in a Financial Planner

Expertise and Credentials

When seeking a financial planner, it’s crucial to consider their expertise and credentials. Look for professionals who hold certifications such as Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), or Certified Investment Management Analyst® (CIMA®). These designations indicate a high level of knowledge and ethical standards in financial planning. Financial planners with these credentials have undergone rigorous training and are committed to acting in their clients’ best interests.

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Fee Structure

Understanding how a financial planner charges for their services is essential. Common fee structures include:

  • Fee-Only: These advisors charge a flat fee, hourly rate, or a percentage of assets under management. They do not earn commissions from selling financial products, reducing potential conflicts of interest.
  • Fee-Based: These planners charge a fee for their services and may also earn commissions on products they sell.
  • Commission-Based: These advisors earn commissions on the financial products they sell, which can sometimes lead to conflicts of interest.
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Services Offered

Consider the range of services offered by the financial planner. Comprehensive financial planning should cover various aspects such as retirement planning, investment management, tax planning, estate planning, and risk management. Some planners specialize in specific areas, so ensure their expertise aligns with your financial goals.

Client Reviews and Testimonials

Client reviews and testimonials provide valuable insights into a financial planner’s performance and client satisfaction. Look for reviews on reputable platforms like Yelp, Google, and financial advisory websites. Pay attention to both positive and negative feedback to get a balanced perspective.

Top Financial Planners in Philadelphia

1. Efficient Advisors

Contact Information:

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Services: Efficient Advisors offers a comprehensive range of financial planning and management services, with a unique focus on their Turn-Key Asset Management system. This system provides customized investment management by selecting pre-balanced portfolios based on clients’ financial goals and risk tolerance.

Client Reviews: Clients appreciate Efficient Advisors for their personalized approach and innovative investment strategies. The firm has a solid reputation for helping clients achieve their financial goals through tailored financial plans.

2. Glenmede Trust Group

Contact Information:

Services: Glenmede Trust Group is one of the oldest privately-owned asset management firms in the U.S., offering personalized wealth management services. They manage over $43 billion in assets and maintain a 4:1 client-to-employee ratio, ensuring highly personalized service.

Client Reviews: Clients commend Glenmede for their expertise, professionalism, and commitment to client success. The firm’s long-standing reputation and personalized approach make them a preferred choice for high-net-worth individuals seeking comprehensive wealth management.

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3. Tristate Financial Advisors

Contact Information:

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Services: Tristate Financial Advisors offers a full range of financial planning and wealth management services, including retirement planning, tax strategies, and investment advisory. They provide a personalized approach to financial planning, ensuring their services align with clients’ unique needs and goals.

Client Reviews: Clients praise Tristate Financial Advisors for their knowledgeable and supportive team. Reviews highlight the firm’s dedication to helping clients achieve their financial goals through personalized coaching and expert advice.

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4. AJ Federico, Mainstay Financial Advisors

Contact Information:

Services: AJ Federico, a CFP® practitioner, offers goal-based financial planning services, including retirement planning, investment management, and estate planning. His personalized approach ensures clients receive tailored advice to meet their unique financial goals.

Client Reviews: Clients rate AJ Federico highly for his personalized service and comprehensive financial advice. Reviews highlight his ability to build long-term relationships and provide ongoing support, helping clients stay on track with their financial plans.

5. Rassler Financial

Contact Information:

Services: Rassler Financial offers comprehensive financial planning and insurance services, specializing in retirement planning, estate planning, and wealth management. Their team of CFP® practitioners ensures clients receive expert advice and fiduciary-level service.

Client Reviews: Clients appreciate Rassler Financial’s expertise and commitment to ethical financial planning. Reviews emphasize the firm’s client-centric approach and dedication to helping clients achieve long-term financial success.

6. Livelihood Financial Planning

Contact Information:

Services: Livelihood Financial Planning focuses on values-driven financial advice, emphasizing low-cost, long-term, passive investment strategies. They cater to clients who prioritize social impact and personal happiness over mere wealth accumulation.

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Client Reviews: Clients value Livelihood Financial Planning for their judgment-free, client-focused approach. Reviews highlight the firm’s dedication to helping clients align their financial goals with their personal values and long-term aspirations.

Contact Information Table

Financial Planner Address Phone Website Email
Efficient Advisors 1801 Market Street, Suite 1010 267-613-6250 efficientadvisors.com info@efficientadvisors.com
Glenmede Trust Group 1650 Market Street, Suite 1200 215-419-6000 glenmede.com contact@glenmede.com
Tristate Financial Advisors 100 N 18th Street, Suite 300 215-667-8182 tristatefa.com info@tristatefa.com
AJ Federico, Mainstay Financial 1234 Market Street, Suite 1800 215-309-4232 ameripriseadvisors.com AJ.Federico@ampf.com
Rassler Financial 230 S Broad Street, 17th Floor 215-545-4206 rasslerfinancial.com info@rasslerfinancial.com
Livelihood Financial Planning 1500 Walnut Street, Suite 2000 215-800-1888 livelihoodplanning.com info@livelihoodplanning.com

Client Reviews Highlights

Efficient Advisors:

  • “Efficient Advisors has provided me with a customized investment plan that perfectly matches my financial goals and risk tolerance. Their Turn-Key Asset Management system is a game-changer!”

Glenmede Trust Group:

  • “The personalized service and expertise at Glenmede are unmatched. Their team truly understands my financial needs and has helped me grow my wealth significantly.”

Tristate Financial Advisors:

  • “Tristate Financial Advisors have been fantastic in helping me structure a retirement plan that suits my needs. Their personalized approach is highly commendable.”

AJ Federico, Mainstay Financial Advisors:

  • “AJ Federico’s goal-based advice has given me immense confidence in my financial future. His regular updates and meetings ensure I stay on track with my financial goals.”

Rassler Financial:

  • “Rassler Financial’s comprehensive approach to financial planning has been incredibly beneficial. Their team’s expertise and client-focused service are top-notch.”

Livelihood Financial Planning:

  • “Livelihood’s values-driven advice has helped me align my finances with my personal goals. Their judgment-free approach is refreshing and highly effective.”

Conclusion

Choosing the right financial planner in Philadelphia can significantly# Best Financial Planners in Philadelphia, Pennsylvania

When it comes to securing your financial future, choosing the right financial planner is crucial. Philadelphia, Pennsylvania, boasts a diverse range of financial advisors ready to help you navigate the complexities of financial planning. This article will delve into some of the top financial planners in Philadelphia, highlighting their services, expertise, and client reviews. We’ll also provide essential tips on what to look for in a financial planner, ensuring you make an informed decision.

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