3 Best Financial Services in Philadelphia, PA

“McAdam Financial's Executive Vice President is Phil Simonides, and the Senior Vice President is Shane Sweigart. Phil Simonides is a trusted advisor known for his strategic thinking and unwavering commitment to client success. He focuses on crafting personalized financial plans tailored to your unique goals and risk tolerance. He is a Certified Financial Planner, holding eight securities licenses, including the fiduciary (Series 65) license and Life & Health Insurance licenses. McAdam advisors understand your unique needs, goals, and dreams; they will create a comprehensive financial plan. They can help you address these four areas using various financial products, such as financial planning, wealth management, advanced wealth strategies, and executive services. They offer free consultations, so schedule a call with one of their experienced financial advisors, and they will learn about your ideal financial needs. McAdam Financial has offices in Philadelphia, Boston, Chicago, and Tyson's Corner.”

Read more

“Tristate Financial Advisors have customized their services to meet the specific financial needs of their local clients. Jason Mickool is the president of Tristate Financial Advisors. He is a seasoned industry expert with 30 years of experience in financial planning, particularly for high-net-worth individuals and business owners. Tristate Financial Advisors is a group of professionals committed to helping you achieve your needs and goals in life. They promise to provide you with the very best in financial planning and exemplary customer service. Their approach considers all aspects of your finances, including your company’s benefits package, to help you build a secure and prosperous future. They take a personalized approach and work together with you to create a financial strategy aligned with your life and goals.”

Read more

“Zenith Wealth Partners is a 100% minority-owned business to eliminate systemic wealth inequality by delivering accessible, objective advice that creates financial success for their clients. They were founded as an independent, fee-only, fiduciary investment management and financial planning firm. Zenith Wealth Partners prides themselves on having the best most diverse team of Financial Planners and Investment professionals. They provide a flexible financial planning and investment management approach that inspires their clients to take financial action. Zenith Wealth Partners creates custom financial solutions for clients of all backgrounds. They serve New York, Boston, Washington DC, and Charlotte.”

Read more