Archer Teti

Kopensky Financial Service, located in Lafayette Hill, PA, is dedicated to providing a streamlined web-based experience for clients through innovative software and services. Their mission is to enhance collaboration and efficiency in managing personal financial information while prioritizing user security and data protection. The company offers a range of services that allow clients to store, share, and manage their financial documents effortlessly, utilizing trusted third-party providers to enhance their offerings. With a commitment to user privacy, Kopensky Financial Service ensures that personal data is handled responsibly and not sold to advertisers or external parties. Generated from the website

Flanagan & Associates Inc. is a full-service accounting firm based in Downingtown, PA, providing a wide array of financial services tailored for business owners, executives, and individuals. With a commitment to affordability, experience, and client satisfaction, the firm has been assisting clients with their financial goals since 1984. The experienced team offers expertise in individual income tax, business tax consulting, IRS audit representation, and various estate planning services. They pride themselves on personalizing their approach to meet the unique needs of each client, fostering strong, supportive relationships in the local community. Generated from the website

The advisor listed is an Ameriprise financial advisor in Hamilton Square. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.I'm here to help you live the life you've earned. When you have the right financial advisor, life can be brilliant.