BNY Mellon Wealth Management..................(215) 553-2583 Christine E. Walker, CFP®, CIMA E-Mail: christine.walker@bnymellon.com SPW Member |
Entrust Financial, LLC........................(610) 687-3515 Joslyn G. Ewart, MEd, CDFA, CFP®, President 940 West Valley Rd., Ste. 1902, Wayne PA 19087 E-Mail: info@entrustfinancial.com Web: http://www.entrustfinancial.com We help women with a strong commitment to being good stewards of their wealth. Woman Owned Business |
Merrill Lynch Wealth Management-Helen O'Hara..(610) 594-1124 Helen O'Hara 101 Arrandale Blvd., Exton PA 19341 E-Mail: helen.ohara@ml.com Web: http://www.fa.ml.com/helenohara Helping women and their families live with confidence in their financial lives through goals based financial and investment planning. |
Morgan Stanley Smith Barney...................(610) 260-7385 The Cohen & Sutcliffe Group Rachel R. Cohen, CFP®, CRPC®, CDFA Vice President, Wealth Advisor One Tower Bridge, 100 Front Street, Ste 600, West Conshohocken PA 19428 E-Mail: rachel.cohen@mssb.com Web: http://www.morganstanley.com/fa/cohensutcliffe Our practice is diligently working to help clients create, enhance, and protect their wealth. |
Sofia Financial-- Resources for Women.........(610) 640-7641 Stephanie W. McCullough E-Mail: stephanie@sofiafinancial.com Woman Owned Business; SPW Member |
Tower Financial Raymond James.................(610) 897-2697 Jeffrey Vitt, President 3813 West Chester Pike, Newtown Square PA 19073 E-Mail: Jeff.Vitt@RaymondJames.com Web: http://www.towerfnp.com Wealth management, financial planning, business solutions. |
Walden Capital Advisors.......................(610) 660-7718 Jill B. Steinberg Two Bala Plaza, Ste. 300, Bala Cynwyd PA 19004 E-Mail: jill@waldenadv.com Web: http://www.waldenadv.com A personal approach to investing. |
Last Updated: 5/22/2013