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Jeff Metz, CFP®

Pinnacle Financial Advisors

Two Bala Plaza
Ste 300
Bala Cynwyd, PA 19004
Phone: (856) 797-8082 x224
Fax: (856) 797-8086

Toll-free: (800) 504-5040

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Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Career Change
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Life Planning
  • Retirement
  • Succession Planning
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.