Financial Services
Ameriprise Financial  - 610 - 825 - 4909

Jeremy Heller CFP®, CRPC®.Through financial advice, investments and solution recommendations, as well as progress meetings and smart technology,  Jeremy can help you achieve your financial goals and adjust to whatever life brings. He is here to help you feel more confident, connected and in control of your financial life. 
Edward Jones - 484 - 380 - 3707

Nancy Purcell is a financial advisor with Edward Jones, a financial services firm dedicated to serving the needs of individual investors. With nearly 13,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. I work to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit my website for more information.

Keystone Asset Management Strategies - 610 - 727 - 4898

David Barol, MPP, CFP®, CLU, ChFC, a member of Sagemark Consulting Private Wealth Services, is a wealth adviser for a select group of successful entrepreneurs and professionals who aspire to or are approaching financial independence, a point in their lives when work becomes an option and the legacy they leave becomes increasingly part of their discussions and dreams. Services provided: Financial Independence Planning; Investment Planning; Business Planning; Estate Planning  Web: http://www.keyams.net/​

David Barol is a Registered Representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker-dealer (member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Keystone Asset Management Strategies is not an affiliate of Lincoln Financial Advisors Corp.

CRN-1652178-112816
Menninger & Associates  610 - 422 - .3773

At Menninger & Associates, our philosophy is based on the fundamentals of financial planning. Further, we strongly believe that education and knowledge are powerful. In the end, all decisions are ultimately made by our clients, so each client knows why they are making those decisions thanks to our extremely informative meetings. We would never expect nor accept that our clients invest their hard-earned assets on “blind faith,” so we use our team's vast knowledge and skills to lead clients in the direction that is best for them. Check out our President's weekly educational show, Financial Planning: Explained, which streams on RVNTV, iTunes and our website: www.maaplanning.com 
The Skelley Group LLC (Joe Skelley) - 484-832-6913

The Skelley Group is committed to serving the needs of today's middle market by partnering with many of the top insurance carriers in the industry. We offer a focused, consultative approach to provide a secure future for our clients through affordable solutions that help meet a multitude of financial needs-solutions such as Final Expense, Mortgage Protection, Accident & Disability Protection, Tax Free Retirement Programs & Fixed Annuities. http://www.skelleygroup.com/

The Skelley Group was built on a foundation of value and service with a standard of dependability you can trust. (Email)
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