Bull and Bear Go To Market
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We specialize in retirement planning and rollovers for clients throughout the United States. We are a fiduciary and certified financial planner with over 30 years experience.
If you are focused on retirement and want a professional firm to manage your retirement accounts so you don't have to, contact us!
We are a proactive money manager that creates strategies tailored to your retirement goals.
We manage your existing retirement accounts and will roll over your previous 401(k) or 403(b) account for you.
We are a fiduciary and certified financial planner. Trust, honesty and integrity are values we live by every day.
"One of the best decisions I have ever made was to choose Gwynedd Wealth Partners for financial and investment advice. Jeff is truly interested in my needs, circumstances and preferences. His passion, knowledge and commitment in achieving the best for me and my family’s future sets him apart from other financial advisors. His proactive approach in keeping me educated on market dynamics, ability to explain things clearly, and making sure I am both happy and comfortable with the growth of my investments is highly appreciated. The only problem I have is that I don't have more money to invest with Jeff."
"Since working with Jeff, I have never, ever, gone to bed worrying about money. Without reservation, I have enthusiastically recommended Jeff to my family and close friends."
We are based in the Philadelphia area but work with clients across the country. We specialize in retirement planning and 401k rollovers. You've worked hard to earn your money let us help you preserve it and grow it. With our fiduciary advisors and Certified Financial Planner, we can make your money work hard for you.
401(k) Plans & Retirement Planning
Do you know about 401(k) plans in Plymouth Meeting, PA? If not, then our financial advisors can help. Our company is ready to go over investing, money management and goal setting to help you save for retirement.
Many of our clients are executives or owners of their own business. You may not fall under the traditional 401(k) plan that others do. Our financial advisors can help shed light on this complex issue and ensure you're aware of what you need to be doing now to enjoy a financially-sound retirement.
As a certified financial planner in Montgomery County, PA, our investment advisors can help you manage your wealth. Proactive money management is vital to ensuring that your wealth continues to grow. Our company of fiduciary advisors must act in your best interest and always put you, the client, first. The best way to continue to grow your wealth is to prudently invest your assets. However, not everyone is sure of where their money should be invested, or how much to invest, and ultimately when they should sell. Our investment advisors have extensive experience in the investment industry. Our financial advisors handle all of that for you. Our financial advisors will create a financial action plan that will guide you financially in Plymouth Meeting. A financial advisor in Philadelphia can ensure that you know where your money is going, why, and how it will continue to grow your wealth.
Besides money management, our wealth advisors also provide insurance services on both the business and personal level. Our financial advisors in King of Prussia, PA can help you find the right insurance policy for your needs. We're an independent company which means we do not have proprietary products that we must sell. We have the ability to utilize the best products at the best price for our clients. Along with our other financial services, you can benefit from enrolling in one of our insurance offerings because we can customize a plan for your needs. For businesses, we offer buy-sell, disability, key-man, life, and many other types of coverage. For personal insurance, we also offer disability, life, long-term care and annuities.
Have you received an executive compensation package from your employer? If so, then you need to contact our wealth advisors in Plymouth Meeting. Many executives are too busy running their companies to effectively manage their executive compensation. Our investment advisors will ensure you have a plan in place to convert your stock and options at the most advantageous time. In particular, if you have any type of deferred compensation, then you need our financial services. Many executives lost millions of dollars in the 2008 crash because they did not have a plan in place to convert their stock and options. Rely on our investment advisors to create the best plan for you.
Many companies just offer one or two services for money management. We offer comprehensive services that are custom for each client. Our wealth advisors and investment advisors can help those planning to retire do so successfully. Utilizing our services can make the difference between retiring care free or retiring stressed out.
Schedule a free introductory call to see how we can help you!
We do the heavy lifting so you don't have to. Over 30 years investment industry experience. We are pro-active money managers and do not believe in a set it and forget it approach. We are an independent advisory firm that is a fiduciary and a Certified Financial Planner. As a fiduciary, we must act in your best interest.
401(K) Plans and Designs
Compensation and Planning
Retirement Plan Services
Planning and Agreement