Schuylkill Financial, LLC

EST. AUM
$123,631,702

CONTACTS

CLIENT ACCOUNTS
367

Firm Details

Metro area Harrisburg
CRD Number 143052
Website schuylkillfinancial.com
Client types

Overview

Schuylkill Financial, LLC is a Wyomissing, Pennsylvania-based registered investment adviser providing financial planning and portfolio-management services. The firm works with individuals and families through services covering retirement planning, investment analysis, cash-flow and budgeting, insurance review, education planning, lifestyle planning, and estate planning. Its official website states that client portfolios are built using market research, IRA planning, wealth management, college planning, and estate-planning expertise. Schuylkill uses a tactical investment approach that allows investments to be sold when they no longer meet expectations, with decisions based on data rather than emotion.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Schuylkill Financial, LLC

Platform Details

Investment Preferences

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Address

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