Jonathan Alexander CFP, CLTCLife InsuranceUpdated on Feb 8, 2018 View more like this | Visit BALA CYNWYD, PA | Contact Jonathan Alexander CFP, CLTC |
Jonathan Alexander CFP, CLTC
40 Monument Road Bala Cynwyd, PA 19004
Contact Person:
Jonathan Alexander
Phone:
6106604607
Email:
[email protected]
Hours:
Monday through Friday 9 am to 4 pm
Payment Accepted:
Cash, Check, Visa, Master Card, American Express
Keyword:
Long Term Care, Annuities, Long Term Care Insurance, Disability Insurance, Life Insurance
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.
Jonathan Alexander
Phone:
6106604607
Email:
[email protected]
Hours:
Monday through Friday 9 am to 4 pm
Payment Accepted:
Cash, Check, Visa, Master Card, American Express
Keyword:
Long Term Care, Annuities, Long Term Care Insurance, Disability Insurance, Life Insurance
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.
