Horter Investment Management
41yrs
Top advisor by experience in Springfield
Financial advisors in Springfield, PA
Looking for a financial advisor in Springfield, PA? We list 10 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
10Advisors with offices here
23Median years of experience
0%At fee-only firms
9Firms represented
Largest firms here: Cetera Investment Advisers (2), Commonwealth Financial Network (1), Merrill (1).
Nearby: Morton, Drexel Hill, Clifton Heights, Holmes, Swarthmore, Folsom, Glenolden, Broomall.
Commonwealth Financial Network
35yrs
Top 8% by experience nationwide
Principal Securities
31yrs
Top 13% by experience at Principal Securities
Cetera Investment Advisers
26yrs
Top 25% by experience nationwide
Cetera Investment Advisers
23yrs
More experience than 67% of advisors nationwide
Strategic Advisers
22yrs
Top 11% by experience at Strategic Advisers
Edward Jones
20yrs
Top 21% by experience at Edward Jones
Creative Planning
3yrs
3 years in the industry
Merrill
2yrs
2 years in the industry
Portfolio Medics
New
New to the profession
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.