Thomas J. McBride III, JD

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

James Simon is a dedicated financial advisor at Citizens Wealth Management in Quakertown, PA, focused on guiding clients through their financial journeys, regardless of their life stages. With a collaborative advisory team that includes relationship managers and qualified specialists, the firm emphasizes customized financial planning to align with each client's unique needs and goals. Citizens Wealth Management offers a range of services, including tailored financial advice and exclusive rewards, designed to help clients achieve their financial objectives. Their comprehensive approach ensures ongoing support, allowing clients to adjust their financial plans as their circumstances evolve. Generated from the website