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John T. Whalen, CFP®

J. D. Keith & Associates, LLC

3547 Woodbyne Rd
PO Box 198
Springtown, PA 18081-0198
Phone: (610) 346-8550
Fax: (610) 346-9014

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • 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.