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Home > Financial Planner Directory > Pennsylvania > Doylestown > Edward J. Kohlhepp, Sr., CFP®, ChFC, CLU
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Edward J. Kohlhepp, Sr., CFP®, ChFC, CLU

Kohlhepp Investment Advisors, Ltd

150 E State St
Doylestown, PA 18901
Phone: (215) 340-5777
Fax: (215) 340-5788

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Household Income Minimum: $50,000
Investable Asset Minimum: $50,000

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Long-term Care
  • Personal Taxes

 

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.