As you search for caretakers of your wealth, you need someone that devotes the time to understand your most closely held goals, values, and relationships. The stewardship of your resources can only be expertly executed by a firm that has a clear grasp of what it is you would like to accomplish with your financial wealth, your societal influence, and your legacy. You have found a firm with a family culture that prioritizes your best interests above everything else. Welcome to Rockwood, where we serve a limited number of clients by design to ensure you will have a strong personal relationship with thoughtful and attentive advisors who understand exactly what you seek. As Fee-Only, Independent Financial Planners, we are free of the conflicts of interest and compromises that characterize many Wall Street firms. We put our clients first and have an unwavering legal and ethical commitment to ensure that all every recommendation we make is in the client's best interests. Rockwood Wealth Management is located in New Hope, Pennsylvania.

Marshall Financial Group is in the business of helping you achieve financial wellbeing, opening the door to a happier, healthier, more productive life. We’ve built Marshall Financial Group to be a home for helping you strive toward your ideal future. We provide a welcoming, non-judgmental environment where you can feel comfortable asking questions, exploring options, and planning for what is most important to you. We meet you where you are, regardless of your level of financial knowledge. We listen, learn about your family’s hopes and dreams, and we create plans to mitigate risk, create opportunities, and build long-term paths to achievement. Through decades of working with entrepreneurs, businesses, and families through multiple generations, we’ve developed a holistic “life planning” approach with the goal of helping you and your family strive to acheive peace of mind. Our wealth management team can provide the support and resources you need to work toward you financial goals. You can utilize our reports and client portal to stay informed and connected. No matter what life brings, your Marshall Financial Group team will be with you—to provide steady, dependable advice you can count on, today and well into the future.

Since 1985, Valley National has remained true to its goal of enabling people and organizations to meet their long-term financial goals. Helping our clients achieve their hopes, dreams and aspirations requires a delicate balance between the science of financial planning and the art of understanding the feelings and emotions of our clients’ goals and objectives. We carry out our mission with the utmost care, offering clients a comprehensive suite of financial planning services. As a respected and trusted organization, our relationships with many clients and their families transcend generations. We pass the test of time by keeping the relationship with our clients personal and consistent. Our advisors are backed by many years of experience and a commitment to ongoing professional development. Valley National has a focus on the services that are the foundation for financial success in today’s world. A skillful team of professionals, combined with access to the best industry technology available, allows clients to effectively manage their existing assets, implement tax-saving strategies, and plan for the eventual transfer of their wealth. Valley National’s financial advisors look forward to using their tools and resources to support you on a relationship that is built on mutual respect and understanding.

Milestone Financial Associates is a team of financial specialists that business owners, leaders, and successful families hire and work closely with over time. We ask good questions and really listen - helping you to clarify what you want and offering alternatives to map out the best financial path for you. We are proactive about making sure the right things happen at the right time and we engage with your other advisors (CPA, attorney, etc.) to coordinate with you. This ensures that all key areas of your financial plan are addressed - from investment management, 401(k), estate and succession plans, to insurance, key employee retention, tax, retirement income, business planning, and more. Through this relationship, financial attention, and discipline, our goal is to enhance clients' security, reduce financial anxiety, and experience the personal satisfaction that comes through identifying, measuring progress, and accomplishing their financial goals. Securities and advisory services are offered through Commonwealth Financial Network®, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. This communication is strictly intended for individuals residing in the state of AZ, CO, DE, FL, GA, LA, MA, MD, ME, NC, NE, NH, NJ, NM, NV, NY, OH, PA, SC, VA.No offers may be made or accepted from any resident outside this state due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html. Milestone Financial Associates Locations: 330 E. Main Street Macungie, PA 18062 144 E. Broad St. Bethlehem, PA 18018 401 Stony Run Road Spring City, PA 19475

Kemp Harvest Financial Group® is an independent retirement services firm. Since 1989 we have specialized in helping our clients prepare for retirement, assisting them through the retirement process and into their post-retirement years. Each of our clients has a life after retirement and we want that life to be one of financial confidence; which is why we believe in providing personal, professional, and prudent financial planning to each client. We are committed to gaining our clients’ trust through clear discussion, listening to needs and wants, and providing honest expectations. Our ability to integrate our services helps our clients pursue their financial goals, allowing us to build long-lasting relationships. Securities offered through LPL Financial. Member SIPC (www.sipc.org). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Kemp Harvest Financial Group may only discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Provide comprehensive investment and compliance consulting services to corporate and individual clients through a fee based Registered Investment Advisor platform. Maintain Series 65 License Certified Fund Specialist

Served as the financial leader of the company, overseeing the accounting and financial processes for the parent company and five subsidiaries. In addition to the accounting role, responsible for increasing the sophistication of investment analysis, leading a team of analysts to track performance of investments and created a new risk assessment model to streamline the acquisition of new investments. Since inception in 1999, ViaSource Funding Group, LLC (VFG) has been a leader in designing financial products for institutional investors around the world. VFG specializes in the purchase of life insurance policies from individuals with a current need for a portion of the policy proceeds.

mortgage company

FLX Networks solves substantial pain points shared by asset and wealth managers. We’ve created a single destination for solutions, services, and engagement. Our members--both enterprises and individuals--tailor their solutions based on their business needs and goals, offering productivity, cost savings, and growth potential. To discover more about how we deliver Flexibility, Leverage & eXpertise, join today! https://flxnetworks.com/become-a-member/

The passion exhibited by the members of the One Financial Services team has made the firm become a trusted source of objective advice for accumulating and managing personal wealth. We also focus on enhancing all aspects of our clients’ lives and ensure that they are cared for through financial planning, confidence in guidance, and provision of resources for every area of concern through our strategic partners. One Financial Services offers financial strategies and advice delivered through personalized care while offering planning services in the areas of retirement, estate, special needs, education and taxation. We also facilitate referrals to life advisory services such as banking, mortgages, legal work and long term care with our strategic partners. When making referrals, we stay connected to the process and act as a sounding board as the client desires. We are 100 percent committed to helping you achieve your long-term financial and life goals. This means when you invest with One Financial Services, you can benefit from an all inclusive approach to life planning, a passion for providing independent advice, objective guidance and advice, investment choice and flexibility, convenient account access, and the opportunity to work with an independent investment partner. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC www.sipc.org. For a list of states in which One Financial Services may conduct business, please visit our website at www.onefinancialservices.com. Third party posts on this profile do not reflect the view of LPL FInancial and have not been reviewed by LPL Financial for completeness or accuracy.

Great Scott Financial Services is a financial services company based out of 1392 Us Highway 22, Lebanon, New Jersey, United States.

Bernardo Wealth Planning assists in the creation, preservation, and management of wealth for our clients. BWP’s investment strategy rests firmly — always — upon our client-centered philosophy. We use theme-driven tactical and non-correlated vehicles with broad diversification across multiple asset classes, combining passive and active management, as essential tools to help mitigate risk and maximize our clients’ potential returns. Through the hiring of professional money managers, we are able to utilize some of the best investment minds in the industry. All these resources go to work for you, in service of one aim: to help achieve your goals.