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Qualified Financial Advisors in Media, Pennsylvania|. Once the Budget Director, pursuant to § 6-36 of this chapter, has certified that there are funds available within the applicable department budget to cover a proposed expenditure, the Controller shall encumber the funds. To offer securities and investment advisory services, candidates must become Registered Representatives and Investment Adviser Representatives of Equity Services Inc. (ESI - known as Vermont Equity Services in WI, NH, CO & MO), Member FINRA/SIPC, 1400 N. Providence Road, Rosetree Building 2, Suite 3007, Media, PA 19063 (610) 891-9700 Evolution Financial Group is independent of ESI. Preaudit all accounts of County agencies receiving, disbursing or authorizing disbursement of County funds on a continuing basis; (7).

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Paul can provide advice and direction so you can make the most informed decisions. NOTE: The list of financial advisors in Media, Pennsylvania mentioned below do not include all the advisors in our network due to their compliance listing restrictions. The specific duties of the Chief Financial Officer shall be as follows: Develop and implement strategic and tactical financial strategies and controls to ensure the County's economic viability in both the short and long term. LEHMAN FINANCIAL RESOURCES. The Controller shall be responsible for overseeing and controlling the expenditure of County funds, and shall have the powers and duties granted by commonwealth law, by laws applicable to counties for the Second Class A Controllers, the Home Rule Charter, this chapter, or by ordinance of County Council. Paul and his team are able to provide strategies that can help you: Build your nest egg, Enjoy a comfortable retirement, Protect your family from financial emergencies, Leave a legacy to your heirs or your favorite charities, Fund your children's or your grandchildren's education. INTEGRATED FINANCIAL PARTNERS. Joe is married to his beautiful wife, Dawn and has four children (2 boys and 2 girls) ranging in ages from 19 to 7.

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Of Clients||Fee Structure|. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Media, Pennsylvania. Disbursement of County funds on authorized warrants drawn by the County Council when approved and countersigned by the Controller; (f).

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Conduct special fiscal audits as requested by County Council or the County Executive Director or on the initiative of the Controller; (10). 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. Like all the planners at Diversified, David helps clients with a concierge approach to their plan, and works closely with other industry professionals to bring the clients financial plan to completion; all in an effort to give the client the best possible service and peace of mind. As a local family business serving executives, professionals, and retirees in Delaware and Pennsylvania, we welcome the opportunity to be included in your circle of trusted advisors. Our interests are aligned with yours.

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Independence Square Advisors is an independent wealth management consulting firm with a simple mission; to support yours. Whether or not to establish a relationship with a financial professional is a decision that deserves careful consideration. We are focused on recommending products and services based solely on the needs of our clients. Nick graduated from The University of Delaware's Lerner College of Business and Economics, with a Bachelor of Science degree in Marketing and minor in Economics. Oversee the planning, organization, preparation, analysis and review of the operating and capital budgets. 1400 N. Providence Rd. PA 19355 Phone Number 800-211-7806. We are available to meet clients in person or by phone and we are willing to meet as frequently as our clients desire. Our level of service, attention to detail and experience in financial planning are elements which set us apart from other firms.

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We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. Learn more about the Independence Retirement Advisors team below. We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Paul is involved in his community including the American Red Cross, Habitat for Humanity and other worthwhile charities. JOPPA MILL ADVISORS LTD. 2048 Remington Dr., Chester Springs, PA 19425. Recognized as one of the largest and most successful independent financial services organizations in the country; Integrated Financial Partners (IFP) specializes in coordinating with all of our clients other advisors to ensure collaboration in all aspects of their financial lives. Financial Professional. And we are committed to the highest level of customer service. Tower Bridge Advisors manages over $1. In March 2010, Andrew Rosen joined the Diversified team, bringing with him nine years of financial industry experience. Do you know how much you need? Andrew, alongside the team at Diversified, consistently delivers high-level, concierge service to all clients.

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View Upper Darby Center. Media, Pennsylvania. Wilmington, DE 19803 Phone Number 302-765-3500. 161 Washington St. Conshohocken, 19428. Knowing you have a lifelong financial planning process in place; lifelong advice. We have one focus, and that is to customize portfolios for the benefit of our clients. Our community of professionals seeks to add value to your life and business through private wealth management, retirement plan consulting, and thoughtful insurance protection. We work with individual investors and business owners across the country so that they can spend less time working and instead focus on doing what they love. Conduct periodic audits of budget items including budget-to-actual comparisons. Maintain travel expense reimbursement records; (5). As a CERTIFIED FINANCIAL PLANNER professional, I can be objective about your financial situation and this is vital in order to help you gain perspective and confidence in your financial future.

Evolution's team approach allows Advisors to own their book of business while working with a vast lineup of professionals where everyone's input and ideas are encouraged, and collaboration is part of the everyday culture. As an Accredited Investment Fiduciary (AIF®), Richard Catanese has been providing clients with solutions to their wealth management needs for over 20 years. Added 8-5-2020 by Ord. Not only do we serve you with investment advisory experience of more than 85 years spread across our team of seasoned financial services professionals, but each of our team members has a genuine passion for helping our clients achieve their personal goals. National Life Group is a trade name of National Life Insurance Company, Montpelier VT, and its affiliates. The Treasurer and through him the Office of the Treasurer shall be responsible for the County's treasury programs and activities, including: (a). David has won the Five Star Wealth Advisor award in Philadelphia and Delaware every year since 2010 for his overall client satisfaction. 280 Pennocks Bridge Rd. You can find the details of each advisor, such as their qualifications, service offerings, etc. Graystone Commercial Capital. 90 S. Newtown Street Rd.

As an experienced Advisor with the Evolution team, you will continue building your career and personal book of business within our non-captive agency, allowing you to focus on solutions that are in your clients' best interests. Along with his team of advisors, he takes an independent, comprehensive and objective approach to financial planning to help ensure that your goals, objectives and risk tolerance are properly considered and managed. Coordinate with the Controller and external auditors for preparation and issuance of annual County financial audit. At Diversified, our clients know that while life isn't without change and challenge, it's how they manage it that makes all the difference. 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. Report the results of all fiscal postaudits to County Council and the County Executive Director; (11). He has also been published in CNBC, Business Insider, Investopedia, IRIS, Fatherly, and Yahoo Finance. C. Powers and duties. We help you support the financial aspects of a client's life, focused on providing individually customized investment approaches and wealth management advice, products and services. When you work with us, we'll take the time to learn all we can about the daily operations of your business and build a lasting relationship. You'll be in a position to make informed decisions for your future. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

A retirement consultant that has helped a variety of individuals transition into and navigate their retirement and other financial goals. 1, 074, 895, 757||2334||. Youth Leadership Academy. The Controller shall maintain the accounting records for the retirement fund and prepare reports as required by the Board and outside agencies. Government Affairs - Advocacy in Action. As an independent advisor, our clients can be assured that their goals and best interests are always paramount and our recommendations are conflict-free. View Pennocks Bridge Center. 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. I also received my MBA from Villanova University in May of 2020. And as a local branch office, we feel it is important for us to "give back" and help maintain vibrant, healthy communities and non-profit organizations.