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

Legacy Planning Partners..................(484)765-9100 x308
Jessica L. Schlener, Advisor
600 West Germantown Pike, Ste. 261, Plymouth Meeting PA 19462
E-Mail: jschlener@legacy-online.com
Web: http://www.legacy-online.com
Legacy Planning Partners is an independent, financial planning firm providing financial advice to individuals and businesses.

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."

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