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Jonathan Alexander CFP, CLTC
Get Directions | 610-660-4607 | www.jalexanderfp.comRequest Driving Directions
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Jonathan Alexander CFP, CLTC
1 Belmont Avenue, Suite 1000
Bala Cynwyd, PA 19004
- Phone: 610-660-4607
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.
Hours of Operation
Categories
Money, Insurance-consultants, Financial planning consultants, Insurance
Products
Estate Planning, Long Term Care, Wealth Accumulation, Executive Benefits, Risk Management
Service Areas
Bala Cynwyd, PA;
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