Bronfman E L Rothschild

Buckingham Strategic Wealth's Philadelphia team, formerly known as Convergent Financial Strategies, joined Buckingham in 2023, bringing extensive experience in providing advisory services in the Philadelphia area. As fiduciary financial advisors, they pride themselves on helping clients make financial decisions with their best interests in mind. Their approach to investing begins with a conversation to understand clients' current situation, risk tolerance, liquidity needs, and tax situation, and they develop tailored solutions to help clients achieve their specific goals. With a focus on goals-based financial planning, Buckingham's Philadelphia team assists clients in identifying their short, intermediate, and long-term goals. They leverage the breadth of resources available at Buckingham to ensure that the services they provide are customized to meet clients' needs and preferences. Led by Alan Schapire, CPA, PFS, CFP, and Carl Nadwodny, CFA, CFP, the team is dedicated to providing a highly personalized experience for each client's unique needs and goals.Generated from the website

Ameriprise Financial Advisors in Plymouth Meeting, PA, is dedicated to helping clients achieve their financial goals through personalized, one-on-one financial advice. With a network of over 10,000 advisors, the firm focuses on understanding individual client needs and providing tailored recommendations for diversified portfolios. The advisors at Ameriprise offer regular meetings to assess goals and progress, as well as digital tools for easy access to investments. They bring a range of expertise, evidenced by various professional designations, ensuring clients receive knowledgeable guidance in navigating both expected and unexpected financial challenges. Generated from the website

Our branch offices are temporarily closed to all pedestrian traffic. Please call if you need to reach one of our planners. Located in suburban Philadelphia, the Edelman Financial Engines Advisor Center in Plymouth Meeting serves the quad-county area of Montgomery, Chester, Delaware and Bucks Cou...