Financial Advisors in Stroudsburg, Pennsylvania (Monroe County)

Timothy Caban, CFP, EA
Copper Beech Advisors provides holistic financial planning to help simplify all the pieces of your financial life. We work to understand your values, and then align your financial life toward achieving your goals. Portfolio Analysis / Net Worth Spending Plan / Cash FlowTax PlanningTax PreparationRetirement PlanningInvestment Strategy & ImplementationInsurance Coverage and NeedsEstate Planning: Will & Health Care Power of AttorneyAsset Allocation & Investment PlanningGoal SettingWe are strict fee-only planners. We receive no commissions or payments for any decisions you choose to make. One flat annual fee covers all of the meetings, conversations, research and analysis that is necessary to develop your personal financial plan. Please visit our website to learn more about our approach to financial planning and the services that Copper Beech Advisors provides. ... See More

Robert McCullough, CFP, CPA

Founded in 1990, Roffman Miller Associates is a wealth management firm headquartered in Philadelphia, PA. We manage both individual and corporate clients, encompassing brokerage, retirement and trust accounts. Our investment focus centers around individual stocks and individual bonds. Complementary portfolio reviews are available upon request.... See More

Thomas Smedile, CPA/PFS, MST
We are a Registered Investment Advisory firm specializing in providing financial and investment counseling services to individuals. For over 25 years, we have worked solely for the benefit of our clients, assisting them in establishing financial goals and strategies, while managing their investments in accordance with their objectives.
" All we sell is peace of mind" ... See More

William Heidig, BS, CFP, MBA
We prepare for and focus on the need, wants and desires of our Clients, for they want to suceed in life and in their finances.