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Insurance - Jonathan Alexander CFP, CLTC

Jonathan Alexander

Jonathan Alexander CFP, CLTC

Occupation: Owner
Company: Jonathan Alexander CFP, CLTC
Location: Bala Cynwyd, PA.
Website: www.jalexanderfp.com
Views: 157
Last Updated: Jan 18, 2018 12:00am

About Me:
As a Certified Financial Plannerô 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.

Place of Business Hours of Operation
Jonathan Alexander CFP, CLTC
40 Monument Road
Bala Cynwyd, PA 19004



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Phone: 6106604607
 

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