Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Retirement Planners > pennsylvania > glen mills

Compare 2-3 financial advisors near you
matched to your specific needs

Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Glen Mills, Pennsylvania

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Glen Mills, Pennsylvania

Last Updated - April 19, 2024

Glen Mills has 13 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Glen Mills, Pennsylvania have an average of 23 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

List of Qualified Retirement Planning Advisors in Glen Mills, Pennsylvania

VERIFIED

David Levy
CFP^®
Diversified, LLC

Qualifications
CRD# 5356917
Firm CRD# 123859
Series 7, 63, 65, 66

Minimum Assets Required
$100,000

Address

3705 Concord Pike,
Wilmington, DE 19803 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Andrew Rosen
CFP^®
Diversified, LLC

Qualifications
CRD# 4722997
Firm CRD# 123859
Series 6, 7, 63

Minimum Assets Required
$250,000

Address

3705 Concord Pike,
Wilmington, DE 19803 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Vanguard Personal Advisor

Qualifications
Firm CRD# 106715

Minimum Assets Required
Not Specified

Address

100 Vanguard Blv V26,
Malvern, PA 19355 See Details

Advisory Services:

Retirement Planning, Education Funding and Planning.

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Scott McGraw
MERIT Investment Management

Qualifications
CRD# 4589494
Firm CRD# 149663
Series 65

Minimum Assets Required
$0

Address

2 West Market Street,
Suite 100,
West Chester, PA 19375 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Tower Bridge Advisors
CFP^®, CFA^®

Qualifications
Firm CRD# 115700
Series 65

Minimum Assets Required
$1,000,000

Address

300 Barr Harbor Drive, Suite 705,
West Conshohocken, PA 19428 See Details

Advisory Services:

Compensation/Fee

Fee-Only

Find An Advisor

VERIFIED

Ketul Mody
CFP^®, RICP^®
Diamond State Financial Group

Qualifications
CRD# 5478135
Firm CRD# 13572
Series 6, 7, 63, 65

Minimum Assets Required
$250,000

Address

900 Prides Crossing,
Newark, DE 19713 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Nicholas Vali
ChFC^®
Diamond State Financial Group

Qualifications
CRD# 6139848
Firm CRD# 15296
Series 7, 66

Minimum Assets Required
$500,000

Address

121 Continental Drive, Suite 110,
Newark, DE 19713 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Limerick Financial Group, LLC.
BCA, BCM, CDS, CES, CIS, CSS, CTS, CAS^™, RFC^®, MSFS, BCE, CFS

Qualifications
CRD# 1388119
Firm CRD# 141128
Series 6, 63, 65

Minimum Assets Required
$500,000

Address

675 N. Lewis Rd.,
Limerick, PA 19468 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Rohi Batra
CFP^®
Edelman Financial Engines, LLC

Qualifications
CRD# 2707408
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Address

457 Haddonfield Road,
Suite 310,
Cherry Hill, NJ 08002 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Eric Picker
Prudential

Qualifications
CRD# 2825058
Firm CRD# 5685
Series 7, 52, 63, 66

Minimum Assets Required
Not Specified

Address

2700 Kelly Road, Suite 100D,
Warrington, PA 18976 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Paul C. Koenig Jr.
CFP^®, RFC^®, CRPC^®, ChFC^®
Integrated Financial Partners

Qualifications
CRD# 5253413
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
Not Specified

Address

1300 Route 73 Suite 314,
Mount Laurel, NJ 08054 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Allworth Financial

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Address

2231 Old Emmorton Road,
Bel Air, MD 21015 See Details

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Ashley Zephir
CFP^®
Edelman Financial Engines, LLC

Qualifications
CRD# 4774673
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Address

901 Dulaney Valley Road,,
Suite 901,
Towson, MD 21204 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

Find An Advisor

Top 1 Retirement Planning firms in Glen Mills, Pennsylvania (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	PLANNING DIRECTIONS, INC. 239 Baltimore Pike, Glen Mills, PA, 19342-1127	$334,376,326	1173	6	A Percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Glen Mills, Pennsylvania

PLANNING DIRECTIONS, INC.

Find an Advisor

QualificationsFirm CRD# 120131

Assets Under Management $334,376,326

No. Of Clients1173

Clients Per Financial Advisor196

PLANNING DIRECTIONS, INC. is a financial advisory firm situated in Glen Mills, Pennsylvania. With a nearly $334M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1173 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Hourly charges

Financial Planning Services

Financial Planning
Portfolio Management for Individuals

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

Get Matched With Planners

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.