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Home > Financial Planner Directory > Pennsylvania > West Chester > David J. Berkeihiser, CFP®, ChFC, AEP, CFS
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David J. Berkeihiser, CFP®, ChFC, AEP, CFS

The Comprehensive Wealth Management Group

620 Willowbrook Ln
West Chester, PA 19382
Phone: (610) 436-9134
Fax: (610) 436-9127

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Household Income Minimum: $100,000
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Getting Divorced
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth
  • 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.