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Jonathan Alexander CFP, CLTC

(on belmont avenue)
Financial and Investment Services in Bala Cynwyd, PA
Financial and Investment Services
Insurance

Hours

Monday
Closed
Tuesday
Closed
Wednesday
Closed
Thursday
Closed
Friday
Closed
Saturday
Closed
Sunday
Closed

Location

1 Belmont Avenue
Bala Cynwyd, PA
19004

About

As a Certified Financial Planner™ professional I take great pride in working with my clients to create a comprehensive holistic plan that helps them reach their goals. We will speak about what you want to accomplish with your life and create the plan for you to get there. I focus on helping clients identify the pitfalls and navigate through life's expected and unexpected changes. My particular expertise revolves around the following: Long Term Care Planning, Young Families and Rising Young Professionals, Risk Management, and Retirement Income Planning.

Photos

Jonathan Alexander CFP, CLTC Photo

Latest

MESSENGER Jonathan Alexander, CFP updated their info in the about section.
Rather than just focusing on the market, here are some other financial items to review that can have a very impactful result for your finances. https://on.mktw.net/2yxA22b MARKETWATCH.COM 3 financial planning actions you should be focused on right now — instead of the stock market
High quality financial advice is critical during times like this. Where are you getting your advice? https://bit.ly/2xA5MDl MONEY.USNEWS.COM A Financial Planner Is Important Now
Life insurance companies don’t like unknowns and COVID-19 falls into the unknown category. Some companies have already changed processes and pricing and there is a likelihood others will too. If getting life insurance is on your todo list, now is the time to apply. https://bit.ly/39vDPcL FORBES.COM Door May Be Closing On Life Insurance Buyers Amid COVID-19
I know many people are concerned about their finances right now and I want to provide some pro bono consultations. If you or someone you know is concerned or in need of some advice, please contact me at jonathan.alexander@equitable.com for a no charge, no obligation 30 minute consultation. I plan to hold 10 meetings and will schedule them with the first 10 people to reach out.

Information

Company name
Jonathan Alexander CFP, CLTC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Jonathan Alexander CFP, CLTC in Bala Cynwyd PA?
    You can reach them at: 610-660-4607. It’s best to call Jonathan Alexander CFP, CLTC during business hours.
  • What is the address for Jonathan Alexander CFP, CLTC on belmont avenue in Bala Cynwyd?
    Jonathan Alexander CFP, CLTC is located at this address: 1 Belmont Avenue Bala Cynwyd, PA 19004.
  • What are Jonathan Alexander CFP, CLTC(Bala Cynwyd, PA) store hours?
    Jonathan Alexander CFP, CLTC store hours are as follows: Mon-Sun: Closed.