Business Hours
Monday 9:00am - 4:00pm
Tuesday 9:00am - 4:00pm
Wednesday 9:00am - 4:00pm
Thursday 9:00am - 4:00pm
Friday 9:00am - 4:00pm
Accepted Payments
cash, visa, mastercard, american express
Jonathan Alexander CFP, CLTC
Listed In: Financial Planning, Insurance
As a Certified Financial Planner™ professional I take great pride in working with my clients to create a comprehensive holistic plan that helps them reach their goals. We will speak about what you want to accomplish with your life and create the plan for you to get there. I focus on helping… As a Certified Financial Planner™ professional I take great pride in working with my clients to create a comprehensive holistic plan that helps them reach their goals. We will speak about what you want to accomplish with your life and create the plan for you to get there. I focus on helping clients identify the pitfalls and navigate through life's expected and unexpected changes. My particular expertise revolves around the following: Long Term Care Planning, Young Families and Rising Young Professionals, Risk Management, and Retirement Income Planning. Read more
Jonathan Alexander CFP, CLTC
1 Belmont Avenue, Suite 1000, Bala Cynwyd, PA
1 Belmont Avenue, Suite 1000, Bala Cynwyd, PA
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