Brandy Wine Financial Group

Blue Chip Financial LLC is a financial planning firm based in Reinholds, PA, offering a range of services including planning, investment, and insurance solutions to help clients achieve their financial goals. The firm, led by partners Lewis Good and John Good, CFP, takes a unique approach to the planning process, combining creativity and structure to create personalized financial plans that align with clients' objectives. With a focus on providing financial direction, understanding, and confidence, Blue Chip Financial aims to simplify the complexities of the financial market and help clients make informed decisions.Generated from the website

Marshall Financial Group, located in Doylestown, PA, is a renowned Fee-Only Wealth Management company with over 40 years of experience in comprehensive wealth management. Founded by Bill Marshall and Jeanne Robinson, CFP, Marshall Financial takes pride in its dedication to clients and the community, offering total wealth management services to help individuals and families achieve financial wellbeing and live the life they've always dreamed of. With a focus on holistic wealth management, Marshall Financial partners with busy professionals, thriving entrepreneurs, and multigenerational families, providing personalized strategies to mitigate risk, make informed decisions, and grow wealth. Their team of experienced professionals helps clients enjoy their wealth today while planning for a secure future, offering support for retirement planning, business retirement plans, and financial independence. Marshall Financial believes that a sound financial position opens the door to a happier, healthier life, and they are committed to helping clients achieve their financial goals and live a more purposeful life.Generated from the website