Battaglini & Company, PC

(on lancaster avenue)
Financial and Investment Services in Berwyn, PA
Financial and Investment Services

Hours

Monday
8:30AM - 4:30PM
Tuesday
8:30AM - 4:30PM
Wednesday
8:30AM - 4:30PM
Thursday
8:30AM - 4:30PM
Friday
8:30AM - 4:30PM
Saturday
Closed
Sunday
Closed

Location

1049 Lancaster Avenue
Berwyn, PA
19312

About

For close to twenty five years, Battaglini & Company has been committed to customer service and building wealth for our clients. Our financial and professional growth is attributed to our dedication to our clients and the personalized attention to their financial and personal success.

At Battaglini & Company, we recognize that our clients are our most important asset and we strive to provide them with the personalized service that has become our firm's trademark. We provide a full range of wealth management and tax advisory services to high net worth individuals and those with unique tax situations. Our specialized advice improves the lives of our clients by helping them word toward their financial goals.

Our practice is built upon a comprehensive approach to Wealth Management, focusing on Nine Key Wealth Management Issues that our clients are likely to face at some point in their lives. Whether you need traditional financial services or specialized tax consulting, we provide each of our clients with the high quality service using modern technology backed by old-fashioned integrity and personalized attention and support.

Photos

Battaglini & Company, PC Photo Battaglini & Company, PC Photo Battaglini & Company, PC Photo Battaglini & Company, PC Photo Battaglini & Company, PC Photo

Latest

Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare FMGWEBSITES.COM Money that Buys Good Health is Never Ill Spent
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement FMGWEBSITES.COM How to Retire Early
Three important questions to consider before you start taking #SocialSecurity. FMGWEBSITES.COM Three Key Questions to Answer Before Taking Social Security
There are hundreds of Exchange Traded Funds available. Should you invest in them? #ETFs FMGWEBSITES.COM Should You Invest in Exchange Traded Funds?
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits FMGWEBSITES.COM How Will Working Affect Social Security Benefits?
Developing a retirement strategy? It's critical to know the differences between investment types. FMGWEBSITES.COM Traditional vs. Roth IRA
There are billions in unclaimed dollars in the US. Is some of that yours? FMGWEBSITES.COM Surprise! You’ve Got Money!
Ever heard of a Roth 401(k)? Would one be right for you? FMGWEBSITES.COM What Is a Roth 401(k)?
Saving for college doesn’t have to be as complicated as college itself. FMGWEBSITES.COM Saving for College 101
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee FMGWEBSITES.COM The Economic Journey of Your Morning Coffee
When was the last time you updated your will? FMGWEBSITES.COM Will Power
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now. FMGWEBSITES.COM The Average American Budget
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs. FMGWEBSITES.COM Put It in a Letter
Could your portfolio benefit from a zero-coupon bond? FMGWEBSITES.COM The ABCs of Zero Coupon Bonds
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health FMGWEBSITES.COM Money Draining Food Myths
Generate income and rebuild principal. A powerful one-two punch. FMGWEBSITES.COM Split Annuity Strategy
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits? FMGWEBSITES.COM 9 Facts About Social Security
Do you know how long it may take for your investments to double in value? FMGWEBSITES.COM The Rule of 72
Earnings season can move markets. Find out why. FMGWEBSITES.COM Earnings for All Seasons
Valuation is important for business succession, estate taxes andeven qualifying for a loan. FMGWEBSITES.COM What is the Value of Your Business?
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls? FMGWEBSITES.COM Fallen Tree Damage—Who Pays?
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities FMGWEBSITES.COM Immediate vs. Deferred Annuities
Creating a home inventory can help you fully recover any property losses you incur. Include these four things. FMGWEBSITES.COM Inventorying Your Possessions
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar FMGWEBSITES.COM Buying vs. Leasing a Car
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview. FMGWEBSITES.COM Understanding the SECURE Act
Periodic withdrawals in retirement may not be such a good idea. FMGWEBSITES.COM Systematic Withdrawals in Retirement
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement FMGWEBSITES.COM How to Retire Early
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance. FMGWEBSITES.COM Retiring the 4% Rule
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St. FMGWEBSITES.COM From Boats to Brokers
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting FMGWEBSITES.COM Value vs. Growth Investing

Information

Company name
Battaglini & Company, PC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Battaglini & Company, PC in Berwyn PA?
    You can reach them at: 610-964-1344. It’s best to call Battaglini & Company, PC during business hours.
  • What is the address for Battaglini & Company, PC on lancaster avenue in Berwyn?
    Battaglini & Company, PC is located at this address: 1049 Lancaster Avenue Berwyn, PA 19312.
  • What are Battaglini & Company, PC(Berwyn, PA) store hours?
    Battaglini & Company, PC store hours are as follows: Mon-Fri: 8:30AM - 4:30PM, Sat-Sun: Closed.