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Jonathan Alexander CFP, CLTC in Bala Cynwyd, Pennsylvania
Company Description:
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.
Services Offered:
Long Term Care
Annuities
Long Term Care Insurance
Disability Insurance
Life Insurance
Business Information:
| In Business Since: | 2018 |
Hours of Operation:
Monday through Friday 9 am to 4 pm