D

Devon Financial Group, Ltd.

(on warner)
Financial Services in King of Prussia, PA
Financial Services
Insurance

Hours

Monday
9:00AM - 4:00PM
Tuesday
9:00AM - 4:00PM
Wednesday
9:00AM - 4:00PM
Thursday
9:00AM - 4:00PM
Friday
9:00AM - 4:00PM
Saturday
Closed
Sunday
Closed

Location

150 S Warner Rd
King of Prussia, PA
19406

About

We, at the Devon Financial Group, Ltd., are experienced professionals dedicated to helping you reach your financial goals. As Financial Advisors, we are committed to helping our clients acheive their financial goals and dreams. We accomplish this through a comprehensive review of our clients' investment objectives, combined with a conservative, long-term approach to asset allocation, and a selction of superior financial products and services. The members of our firm: Charles, Michael, Robert DiPuppo, and Kevin Trainor, have over a century of combined experience in the financial and investment planning business. We are committed to excellence in providing you with financial planning, insurance, and investment brokerage services. Our comprehensive business philosophy is to assist you in navigating the course toward long-term, successful money management. At the Devon Financial Group, Ltd., we believe that we can help you prosper. We would like to tell you about our overall investment strategy, our various areas of focus, and how our company is structured to serve you. Then, we would like to assist you in tailoring a strategy designed to help meet your current and future needs.

Photos

Devon Financial Group, Ltd. Photo

Latest

Devon Financial Group Ltd. updated their address.
July 1st Devon Financial Group Ltd. will now be located at 100 Arrandale Blvd., Exton PA 19431. Many good years in King of Prussia. Look forward to seeing you all in Exton.
Return on Investment (ROI) Return on Investment (ROI) is a performance measure, used to evaluate the efficiency of an investment or compare the efficiency of a number of different investments. ROI measures the amount of return on investment, relative to the investment’s cost. To calculate ROI, the benefit (or return) of an investment is divided by the cost of the investment. The result is expressed as a percentage or a ratio.
Consumer Price Index - CPI The Consumer Price Index (CPI) is a measure that examines the weighted average of prices of a basket of consumer goods and services, such as transportation, food, and medical care. It is calculated by taking price changes for each item in the predetermined basket of goods and averaging them. Changes in the CPI are used to assess price changes associated with the cost of living; the CPI is one of the most frequently used statistics for identifying periods of inflation or deflation.
Trustee A trustee is a person or firm that holds and administers property or assets for the benefit of a third party. A trustee may be appointed for a wide variety of purposes, such as in the case of bankruptcy, for a charity, for a trust fund or for certain types of retirement plans or pensions. Trustees are trusted to make decisions in the beneficiary's best interests and often have a fiduciary responsibility to the trust beneficiaries.
Annuity An annuity is a financial product that pays out a fixed stream of payments to an individual, primarily used as an income stream for retirees. Annuities are created and sold by financial institutions, which accept and invest funds from individuals and then, upon annuitization, issue a stream of payments at a later point in time. The period of time when an annuity is being funded and before payouts begin is referred to as the accumulation phase. Once payments commence, the contract is in the annuitization phase.

Information

Company name
Devon Financial Group, Ltd.
Category
Financial Services

FAQs

  • What is the phone number for Devon Financial Group, Ltd. in King of Prussia PA?
    You can reach them at: 610-971-1750. It’s best to call Devon Financial Group, Ltd. during business hours.
  • What is the address for Devon Financial Group, Ltd. on warner in King of Prussia?
    Devon Financial Group, Ltd. is located at this address: 150 S Warner Rd King of Prussia, PA 19406.
  • What are Devon Financial Group, Ltd.(King of Prussia, PA) store hours?
    Devon Financial Group, Ltd. store hours are as follows: Mon-Fri: 9:00AM - 4:00PM, Sat-Sun: Closed.