John V Levy & Associates

Scarsdale Investment Group Ltd, located in Blue Bell, PA, specializes in providing investment strategies focused on preserving wealth and generating reliable income for individual investors with substantial assets. The firm emphasizes safety and tax efficiency through customized portfolios of high-quality bonds, aiming to enable clients to achieve financial independence and a successful retirement. Founded in 1987 by Stan and Hildy Richelson, along with Sean Walsh, Scarsdale Investment Group is committed to offering low-fee services that prioritize client objectives, including wealth preservation and predictable cash flow. Their investment philosophy is encapsulated in their book, "BONDS: The Unbeaten Path to Secure Investment Growth," which outlines strategies for creating a robust bond portfolio. Generated from the website

Harvest Advisers, LLC is a reputable investment advising and financial planning firm located in Fort Washington, PA. Specializing in retirement and estate planning, the advisors also provide expertise in non-profit investments and benefits planning for businesses. With a focus on personalized advice and tailored solutions, Harvest Advisers assists clients in achieving their financial goals and securing their futures. Their experienced team offers comprehensive guidance to individuals and organizations seeking to optimize their investments and financial strategies. Generated from their available business information

Woodwell Asset Management is a Fort Washington-based financial firm that specializes in providing precision-focused financial planning, investment management, and retirement income harvesting services. With a team of experienced Certified Financial Planners, Woodwell offers personalized concierge service and intellectual capital to help clients prepare for retirement and optimize their investment portfolios. By combining passive and active management methods, Woodwell builds custom investment portfolios that adapt to changing market conditions, while also offering proprietary rules-based models to eliminate emotional decision-making. Additionally, the firm emphasizes the importance of preserving assets and implementing tax-sensitive income harvesting strategies to minimize financial uncertainty during the transition to retirement.Generated from the website