Financial Planners near Pennsburg

“I highly recommend Legacy 360 Financial for your financial planning needs. There are really good people there who provide trustworthy guidance, excellent financial products and reliable service. If you are looking for peace of mind concerning your hard-earned money, look no further.“

“No matter what advisor you get, you will be educated and taken care of! The admin team is wonderful - super information, helpful, and kind. I think they offered a free consultation too at the beginning. everyone is so personable and i really liked meeting with an advisor in their office“

“We have been working with the Kemp Harvest team since 1997. They have always been there to answer any and all of our financial questions. The interactions with the staff is alway friendly and prompt.We started with them to help us plan for college. They helped us build a plan to get through it with minimal impact and made it much easier than we thought it would be.Now we are planning our retirement and the advice and guidance received over the years is going to make it a very enjoyable change in our lives.Thank you for all you have done for us!“

“As a fellow wealth management professional, I’ve had the opportunity to spend time with Mary and the EWS team and appreciate their thoughtful, client-first approach. Their focus on behavioral finance, long-term planning, and meaningful client relationships reflects what great financial guidance should be. A trusted team within the Raymond James community.“

“I must say that Bruce Musselman is a totally professional gentleman and is super in what he does. He was able to keep me from paying an outrageous amount of taxes on some retirement income I had received. I was 2 days away from being too late to save a boat load of money. He went as far as to go with me to the bank to be sure everything was handled properly. You don't find service like this in today's world. Bruce is now handling all my accounts and I highly recommend him to anyone looking for a stand up guy running a great company.“