As your advisor, we feel our success is measured by more than just dollars and cents. It’s the ability to provide a resource of leading service providers in your community so that you can easily and confidently take advantage of all that your local businesses have to offer.

HOME

Home Building & Repair

Stan Timson, Timson Builders (Exton, PA)

Mortgage Broker

Glenn Gerber, Allied Mortgage (Bala Cynwyd, PA)

Realtor

Alan Oliver, ReMax

(West Chester, PA)

Phil Cannavo, ReMax

(Phoenixville, PA)

Jean Bell, Prudential, Fox, Roach (Rosemont, PA)

Ian Lazarus, The Landis Co. (Sea Isle City, NJ)

Auto and Home Insurance

Dan Ayers, Erie Insurance

Moving Company

Heritage Movers, Home & Business (Concordville, PA)

O’Malley Moving & Storage, Home & Business (Broomall, PA)

Delaware Moving & Storage, Business (Bear, DE)

PERSONAL WELLNESS

Personal Concierge

Joan Hackmann-Gaul, Your Best Interest at Heart (Malvern, PA)

Chiropractic Care

Dr. Thomas Bianco, Bianco Family Chiropractic (Chadds Ford, PA)

BUSINESS

Graphic Design

Kathy Pilla & Erika Bove, DesignDesign

(Kennett Square, PA)

Web Design

Brandon Steiger, Synergema Consulting (Thorndale, PA)

Mergers & Acquisitions

Chad Byers, VR Mergers & Acquisitions (Malvern, PA)

Environmental Testing

Scott Smith, EnviroSure (West Chester, PA)

TRAVEL & TRANSPORTATION

Travel Consultant

Erik & Donna van Voorhees, SeaMaster Cruises

(Collegeville, PA)

Auto Dealers

Dave Pollicino, Corcordville Nissan (Concordville,PA)

Price Motors (Newark, DE)

Carousel Toyota

(West Chester, PA)

EVENT PLANNING

Caterer

Darren, Triple Fresh Catering

(East Fallowfield, PA)

Florist

Pamela Hale, Passion For Petals (Exton, PA)

DJ

Tom Barrett Disc Jockeys (West Chester, Glen Mills, Wilmington)