Ascensus

Gross Financial Services, established in 1981 and located in Feasterville Trevose, PA, specializes in providing comprehensive insurance and investment plans to help clients navigate their financial futures. With a focus on education, the firm aims to empower individuals by offering resources that clarify financial concepts related to insurance, investing, retirement, estate planning, and wealth preservation. Committed to client satisfaction, Gross Financial Services emphasizes the value of partnering with experienced professionals to achieve financial goals. The firm provides a variety of tools, including calculators, articles, and videos, to assist clients in understanding and managing their personal finances effectively. Generated from the website

Founded in 1987, Brinker Capital is one of the leading independent investment management firms that provides financial products and services. It offers managed account investment programs to individual and institutional investors through financial advisors. The company serves various high net worth individuals, employers, institutions, endowments and foundations. It also provides asset management, wealth creation, investment analysis, tax harvesting and proposal assistance services. Brinker Capital features the Unified Managed Account, which includes personalized investment strategies and consolidated client reporting. It additionally offers automated loan and distribution processing, valuation record keeping and brokerage assistance services. The company is a subsidiary of Mutual Benefit.

Individuals today are increasingly inclined to use an objective planner to determine their financial needs' one who offers low-cost products to satisfy these needs and who provides the ongoing knowledge and support to keep their plans on track. Conestoga Group has developed an affordable approach for you to implement this process. For a small fee, a Comprehensive Planning Analysis will review your current situation, including life, disability, and long term care insurance needs, and provide the additional funding requirements needed to pursue any number of retirement, education, or other objectives. A second, optional small fee will engage us to develop specific asset allocation portfolios, matching your tolerance for risk with various portfolios of asset classes. Our final stage of involvement, should you choose to continue, would be to implement your Asset Allocation Strategy through our carefully chosen menu of mutual funds. No-load or commission-based funds are available through brokerage accounts offered by Commonwealth Financial Network, our broker/dealer. Commission-based insurance and investment products are also available without the planning fees described above.