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David F. Berdow, CFP®

Corporate Financial Services

1617 JFK Blvd
Ste 640
Philadelphia, PA 19103
Phone: (610) 664-3828

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Household Income Minimum: $100,000
Investable Asset Minimum: $100,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Irregular Income
  • Getting Married
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care

 

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.