Northwestern Mutual
Bucks County
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Showing 8 advisor(s) and rep(s)
CFP®, AEP®
Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning. When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances.Visit my websiteExpertise: Fee-Based Financial Planning, Wealth Management, Retirement Income Planning, Financial Planning, Investment Strategies, Retirement Planning, Estate Planning, Business Succession Planning, Qualified Plan Design Assistance, Qualified Plan Benchmarking, Business Risk Management, Business Continuation Planning, Education Funding, Life Insurance Planning, Employee and Executive Benefits Planning, Long Term Care Planning, Disability Income Planning, Special Needs Planning, Trust Services, Qualified Plan Fiduciary Education
Languages: English
Location: Jamison PA, 18929
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CFP®, ChFC®, CLU®, CLTC®
Michael Burgman has lived and worked in the Bucks County area for the last 30 years. Michael’s passion has always been teaching and coaching, and he uses that passion on a daily basis with his clients. Financial planning to him means educating his clients to the point where they feel like they can understand their situation and helping them make informed decisions.Visit my websiteExpertise: Fee-Based Financial Planning, Financial Planning, Investment Strategies, Retirement Income Planning, Retirement Planning, Wealth Management, Life Insurance Planning, Disability Income Planning, Long Term Care Planning, Estate Planning, Education Funding, Special Needs Planning, Employee and Executive Benefits Planning, Qualified Plan Design Assistance, Business Succession Planning, Business Risk Management, Business Continuation Planning
Languages: English
Location: Jamison PA, 18929
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CFP®, AEP®
Visit my websiteExpertise: Business Continuation Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Private Client Services, Financial Planning, Estate Planning, Employee and Executive Benefits Planning, Education Funding, Disability Income Planning, Retirement Planning, Special Needs Planning, Trust Services, Wealth Management, Retirement Income Planning, Business Succession Planning
Languages: English
Location: Jamison PA, 18929
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CRPS®
You want the freedom to enjoy your life, accomplish your goals, and provide for your family. At the same time, you are uncertain about the best way to move forward. I design, develop, and deliver a strategic financial document that aligns your current situation with your short, mid, and long-term goals. I help you attain security for your family when facing an uncertain future.Visit my websiteExpertise: Business Risk Management, Business Continuation Planning, Employee and Executive Benefits Planning, Qualified Plan Design Assistance, Financial Planning
Languages: English
Location: Jamison PA, 18929
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CFP®, CLU®, CASL®, ChFC®, RICP®
When it comes to his clients, Jason refuses to leave a single stone unturned -- crafting a sturdy and smooth walking path to brighter financial futures for his beloved clients. Along with planning, Jason is an exceptional communicator. He is ultra-effective at taking complicated financial topics, boiling them down to their simplest forms and communicating them in easy to understand ways.Visit my websiteExpertise: Business Risk Management, Business Succession Planning, Retirement Income Planning, Business Continuation Planning, Estate Planning, Retirement Planning, Disability Income Planning, Education Funding, Life Insurance Planning, Investment Strategies, Long Term Care Planning
Languages: English
Location: Doylestown PA, 18901
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RICP®
We help our clients make smart decisions with their money allowing them to live the life they can imagine. Our clients range from emerging affluent to high net worth professionals, business owners & entrepreneurs who want to work with a team specializing in risk management, wealth accumulation & tax efficient distribution.Visit my websiteExpertise: Financial Planning, Wealth Management, Retirement Planning, Investment Strategies, Education Funding, Life Insurance Planning, Long Term Care Planning, Estate Planning, Qualified Plan Design Assistance, Employee and Executive Benefits Planning, Disability Income Planning, Special Needs Planning, Business Risk Management
Languages: English
Location: Jamison PA, 18929
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CFP®, ChFC®, CLU®, CASL®, RICP®
My team and I specializing in working with individuals, families, and business owners. We build holistic financial plans that includes, but is not limited to insurance planning, tax efficient savings strategies, retirement planning, education planning, and business succession planning. We look forward to working with you and your families for generations to come.Visit my websiteExpertise: Retirement Planning, Retirement Income Planning, Disability Income Planning, Education Funding, Investment Strategies, Long Term Care Planning, Life Insurance Planning
Languages: English
Location: Doylestown PA, 18901
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