Connect with Top-Rated Financial Planners in Jenkintown!

Alvin Clay Financial Advisors LLC is a fee-only financial advisory firm providing expert guidance to individuals, families, religious institutions, and 401(k) plan sponsors. With over 35 years of experience, our team offers personalized investment management, retirement planning, estate planning, tax planning, and more. Our commitment to independence, expertise, and exceptional client service sets us apart.

Schmerling Financial Group provides comprehensive financial planning and preparation services to help individuals and families achieve their goals and build a life of purpose. With expertise in holistic planning, retirement planning, estate planning, investment planning, insurance planning, and tax planning, our team of financial professionals offers personalized guidance and support throughout life's milestones. We take the time to understand our clients' values, priorities, and goals, and develop individualized plans tailored to their unique situations. Whether you're preparing for retirement, building wealth, or simply seeking peace of mind, we're here to help you every step of the way.