Your Advisors in Planning
We are proud to offer a wide range of personalized planning strategies and the Wells Fargo Advisors’ Envision® Planning Process for building and monitoring your investment plan. At the same time, you will be supported by our highly experienced team of planning professionals who strive to develop an enduring personal relationship with you, built on trust and grounded on a thorough understanding of your financial situation.
We are pleased to announce David J. Kron, Managing Director – Investments, has been named one of Barron’s Top 1,200 Financial Advisors in 2016, 2017, 2018, 2019, 2020, 2021, 2022 and 2023.
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The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
A 2018, 2019, 2020, and 2021 recipient, David has once again been recognized by Forbes as one of Best-in-State Wealth Advisors in 2022. David was ranked No. 14 in Pennsylvania.
The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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Our team wants to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning and wealth preservation strategies. We want to help empower you to be a confident investor – contact us today at 215-564-2614 or kp-financial-group@wfa.com to get started.