Drake Lehner & Morgan LLC

Yardley Wealth Management, located in Newtown, PA, is a trusted financial advisory firm that specializes in managing investments, providing tax strategies, and assisting with cashflow management. Led by Mike Garry and his team, Yardley Wealth Management offers a range of services including investment consolidation, estate planning, and ongoing investment management. With a focus on being accessible and professional, Yardley Wealth Management prides itself on delivering excellent guidance and recommendations to its clients, ensuring their financial needs are met. With a strong emphasis on being a fiduciary advisor, Yardley Wealth Management has garnered a reputation for its knowledgeable and trustworthy approach. Clients have praised the firm for its ability to provide personalized advice, its clear communication, and its commitment to understanding individual goals and wishes. Whether it's setting up 529 plans, retirement planning, or creating a comprehensive financial strategy, Yardley Wealth Management is dedicated to helping clients navigate the complexities of their financial journey.Generated from the website

J&J Wealth Advisors specializes in assisting corporate claimants impacted by antitrust class actions, helping them unlock hidden value through the monetization of financial settlements. With a diverse background in legal, hedge fund, private equity, and corporate sectors, they represent a wide range of clients, including Fortune 500 companies and institutional investors. Operating on a contingency fee basis, J&J Wealth Advisors ensures that their interests are aligned with those of their clients, as they only receive payment when their clients do. Their comprehensive services encompass claims identification, monitoring, preparation, filing, settlement administration, and recovery processes in the class action arena. Generated from the website

Princeton Financial Partners, LLC is a financial services firm based in Newtown, PA. Specializing in wealth management and investment advisory services, the company assists clients in navigating the complexities of financial planning. With a focus on personalized strategies and long-term financial goals, Princeton Financial Partners, LLC aims to provide comprehensive solutions tailored to each client's unique needs and objectives. Generated from their business information