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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, and 2022. 

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The Barron’s rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record and client retention.

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 ranking algorithm is based on 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 ranking. Investment performance is not a criterion.

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There’s no better time than the present

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 to get started.