Haverford Trust
“We’ve worked with Mike and the team at Haverford Trust for over seven years and have had a great experience throughout. They’re knowledgeable, responsive, and truly care about their clients.”
Financial Planners near Radnor
Financial Planners near Radnor picked by BestProsInTown
McAdam Financial
“Spencer was extremely knowledgeable and was able to easily answer all my questions and address any concerns. He understood that this was a big step for me and exercised great patience as he went through all the details of the plan. Highly recommend!”
Menninger & Associates - Certified Financial Planner
“I’ve been wanting to get serious about my financial goals for awhile now but never made the plunge. I only did our consultation call, but wow - I was so impressed! I finished the phone call already feeling so ahead and ready to take action.
I felt very comfortable speaking with Michael and also felt aligned with his approach to finances. Patient education is my favorite part of my personal job, so when Michael said explaining the “why” behind his recommendations and taking a well rounded approach is important in his firm, I knew his team would be a great fit for me and my husband. I also really appreciated how clearly and thoughtfully Michael explained everything, and in a way that made sense. He never made me feel embarrassed about where I currently am financially. That meant a lot to me!
I excited to work with Michael and his team! I can already feel this is going to be so worth while!”
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