Investment Planning

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.
 
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