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Jonathan Alexander CFP, CLTC

1 Belmont Avenue | Bala Cynwyd, PA, 19004

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More information about Jonathan Alexander CFP, CLTC

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 CFP, CLTC Bala Cynwyd address and phone

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Last update: 2020-02-12 19:07:55