Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > Pennsylvania > Wayne > Matthew T. Colflesh, CFP®, CRPC®
Find the Certified Financial Planner™
Who's right for you.

Matthew T. Colflesh, CFP®, CRPC®

Merrill Lynch

One Devon Square
724 West Lancaster Avenue
Wayne, PA 19087
Phone: (610) 687-7942
Fax: (610) 628-4452

Toll-free: (866) 280-8594

Print Profile

View Map

Get Directions

Save to Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Insurance
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Tangible Assets
  • Succession Planning
  • Sudden Wealth
  • Nontraditional Households
  • Special Needs
  • 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.