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Financial Advisors in Exton, Pennsylvania

Our hand-picked list of 8 financial advisors serving Exton, Pennsylvania. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Exton

Financial professionals in Exton should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Pennsylvania securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Pennsylvania, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Exton

EHB FINANCIAL RESOURCES MANAGEMNT, INC.

211 WELSH POOL ROAD, EXTON, PA 19341

📞 (610) 594-••••

LEGACY ADVISORY SERVICES, LLC

658 EXTON COMMONS, EXTON, PA 19341

📞 (610) 524-••••

Pennmark Financial

841 Springdale Dr, Exton, PA, 19341

📞 +1-484-630-••••

PROWELL FINANCIAL MANAGEMENT, LLC

717 CONSTITUTION DRIVE, EXTON, PA 19341

📞 (484) 359-••••

SUMMIT GROUP RETIREMENT PLANNERS, INC.

431 EXTON COMMONS, EXTON, PA 19341

📞 (484) 467-••••

4ALPHAS CAPITAL LLC

740 SPRINGDALE DRIVE, S125

📞 609-458-••••

BIRCH RUN INVESTMENTS, LLC

211 WELSH POOL ROAD

📞 (610) 321-••••

WARREN FINANCIAL SERVICE

7 DOWLIN FORGE RD

📞 610-363-••••

Frequently Asked Questions

Where can I find financial advisors in Exton, Pennsylvania?

Exton, Pennsylvania has 8 financial advisors listed in our directory. EHB FINANCIAL RESOURCES MANAGEMNT, INC. is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in Pennsylvania?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Pennsylvania, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Exton?

Financial professionals in Exton should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Pennsylvania securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Exton?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Exton-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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