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Chester County Community Foundation
The Chester County Community Foundation connects people who care with the causes that matter, so their philanthropy makes a difference now & forever. The Community Foundation brings together donors and beneficiaries of charitable funds to create lasting legacies that truly make a difference. We currently manage over 400 different charitable funds in the form of family foundations, nonprofit endowments, field of interest funds, and scholarships. To learn ...
InTandem Financial
You deserve a team of highly credentialed and experienced strategic wealth advisors and financial planners who get to know you and truly care about your financial future. At InTandem Financial, we work collaboratively with you to design custom financial plans for your unique needs and desires. Our aspiration is to create long-lasting relationships with you built on integrity, trust, and uncompromised service. ...
Janney Montgomery Scott Inc
For over 175 years Janney Montgomery Scott has provided the highest standard of success in financial relationships including:Individuals & Families Financial planning, asset management, and investment solutions for the individual investor, their family and business. Institutions & Corporations Investment banking, public finance, taxable & municipal sales & trading, and equity research for corporations, non-profits, public entities, institutional ...
Legacy Planning Partners
Matthew Lagoy, Janney Montgomery Scott LLC
Being the highest standard of success in financial relationships isn't just a corporate tagline at Janney. They aim to develop a personal relationship with you, meaning that you'll always have someone to call when life throws unexpected changes in your direction, markets get volatile, or when it's time to reassess your plans for your long-term goals. Follow Matthew Lagoy on Social Media! LinkedIn Twitter Facebook ----- PARKING TIP --> Your best option for ...
Meradia
Meradia is a leader in operations and technology consulting for the global investment management industry. Since 1997, we have provided strategic advisory and implementation services that transform operational processes, performance, analytics, and reporting. Our consultants leverage decades of experience in investment performance measurement, front-to-back office operations, and technical platforms to optimize your firm’s functionality. ...
Northwestern Mutual
Northwestern Mutual has a team a of Financial Professionals to help families and businesses build and implement, holistic financial plans in all life stages. Our goal is help those in our community achieve financial security. ...
RKM-A Baldwin Company
Univest
For more than 140 years, Univest has been committed to helping those in our local communities achieve their hopes and dreams. Whether it’s starting a business, renovating a home, or saving for retirement, college or vacations, Univest knows you need to plan ahead now so you’ll be comfortable later. Wherever you are in life — or want to be — Univest has financial solutions for your life and business. Univest Bank and Trust Co. is Member ...
