Erin Rozniakowski

Oaktown Financial, located in Bala Cynwyd, PA, specializes in providing wealth management services and tax-focused strategies aimed at protecting clients' financial futures. With a focus on personalized planning, the firm integrates retirement wealth accumulation, distribution, and tax minimization strategies to ensure clients can maintain their lifestyle and legacy. Founded in 1965, Spivak Financial Group operates as an independently-owned boutique firm dedicated to understanding the unique financial needs of each client. Their experienced team emphasizes a cohesive approach to financial planning, allowing individuals and families to navigate the complexities of wealth management with confidence. Generated from the website

Ap&G Financial is a financial services firm based in Bala Cynwyd, PA, specializing in providing personalized financial planning and investment management solutions to individuals and businesses. With a focus on building long-term relationships with clients, Ap&G Financial offers a range of services aimed at helping clients achieve their financial goals and secure their financial future. Generated from their business information