Financial Services

AXA Advisors LLC/Karr Barth Associates........(610) 660-4112
Susan Boehm, Financial Consultant
40 Monument Rd., Bala Cynwyd PA 19004
E-Mail: susan.boehm@axa-advisors.com
Web: http://www.sueboehm.com
Brumbaugh Wealth Management, An Office of Met Life(610) 458-2495
Barbara J. Doyne, Financial Advisor, Financial Services Representative
Eagleview Corporate Center, 760 Constitution Dr., Suite 100, Exton PA 19341
E-Mail: bdoyne@metlife.com
Web: http://www.bwmg.net
Kathryn H. Epps, Financial Representative.....(215) 569-1222
Northwestern Mutual Financial Network
1818 Market St., Ste. 3010, Phila PA 19103
E-Mail: kathryn.epps@nmfn.com
Web: http://www.nmfn.com/kathrynepps
Minority woman run financial services business that provides holistic & personalized financial planning services.
Woman Owned Business
First Financial Group/Mass Mutual.............(610) 766-3000
Caren Levine
Susan Notaras
Two Bala Plaza, Suite 901, Bala Cynwyd PA 19004
Web: http://www.thefirstfinancialgroup.com
Full service financial planning specializing in women small business owners. Income protection, long term care planning, investment planning.
Lisa Hanson, Financial Advisor................(215) 640-3841
Firstrust Financial Resources, LLC
1818 Market St., 23rd Floor, Phila PA 19103
E-Mail: lhanson@ffremail.com
A holistic financial advisor with a focus on building well-tailored strategies with a commitment to educating clients.
Independence Financial Associates/Penn Mutual.(610) 771-0800
Stephen Target
E-Mail: starget@htk.com
SPW Member
McCloskey Financial Group.....................(610) 502-5312
Maureen Kozak, CFP®, Managing Director
2 Radnor Corporate Center, Ste 110, Radnor PA 19087
SPW Member
McCloskey Partners, LLC.......................(215) 453-1978
Denise Hackendahl, Chief Executive Officer
E-Mail: info@mccloskeypartners.com
Woman Owned Business; WBE Certified; SPW Member
Sofia Financial...............................(484) 320-2202
Stephanie W. McCullough (610) 640-7641
1205 Westlakes Dr., Ste. Z365, Berwyn PA 19312
E-Mail: stephanie@sofiafinancial.com
Web: http://www.sofiafinancial.com
We are devoted to celebrating independence, listening and understanding without judgement, and inspiring and educating women.
Woman Owned Business
U.S. Trust, Bank of America Private Wealth Management(610) 567-2221
Lynda K. Byrd, SVP, Market Trust Director
100 Four Falls Corporate Center, Ste. 500, West Conshohocken PA 19428
E-Mail: lynda.k.byrd@ustrust.com
Web: http://www.ustrust.com
Professional advice and service with complex trust and wealth management needs of individuals and families.
UBS Financial Services Inc....................(610) 832-3022
Kristen D. Price
101 West Elm St., Suite 200, Conshohocken PA 19428
E-Mail: kristi.price@ubs.com
Web: http://www.ubs.com/fa/kristiprice
Utilizing the world's most powerful resources, I partner with you to develop a personalized strategy to achieve your financial goals.
Wise Women Workshop...........................(267) 699-9700
Patricia Nelson            Cell  (856) 229-1508
347 2nd Street Pike, Ste. 4, Southampton PA 18966
E-Mail: wisewomenworkshop@gmail.com
Web: http://www.wisewomenworkshop.com
To provide women the tools, education, and resources you can readily use today to help you "Secure Your Financial Independence."
 
Our aim is to increase the visibility, authenticity, influence and status of women’s businesses for the purpose of promoting economic growth and support of women.
  • Women's Yellow Pages of Greater Philadelphia
  • Info@philawyp.com
  • 610-446-4747
  • PO Box 1002 Havertown, PA 19083