Financial Education Group

Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Today: 9:00 am - 5:00 pm

(215) 256-1820Call Visit WebsiteVisit Website Map & DirectionsDirections425 Main StHarleysville, PA 19438 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Harleysville with Investment Advisory Service

Souderton (6 miles)
Telford (7 miles)
Schwenksville (7 miles)
Hatfield (8 miles)
Lansdale (9 miles)
Sellersville (11 miles)
North Wales (12 miles)
Collegeville (12 miles)
Perkasie (13 miles)
Chalfont (15 miles)

More Info

Extra Phones

Phone: (215) 256-7845

TollFree: (877) 438-4338

Other Link

https://www.financialvoyages.com/contact-us

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Retirement Planning Services

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Details

Phone: (215) 256-1820

Address: 425 Main St, Harleysville, PA 19438

Website: https://www.financialvoyages.com/contact-us

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Financial Education Group

Charitable Giving
Roth IRA
We review and analyze your various accounts, to best determine when, where and how much income can be generated from each source. You may have personal assets, workplace plans (401(k), pensions, stock options, long-term incentive plans, etc...), IRAs/Roth IRAs, Social Security benefits, passive income or even chose to work part-time at something you love. Each type of account has unique tax, timing and investment options that, when utilized correctly, may lead to a higher after-tax income. Our approach is to help you have confidence and comfort in managing these sometimes-complex decisions.
Capital Gains Taxes
– Utilizing the 0% capital gains tax bracket to increase the cost basis on a security without paying any additional tax

Investment Management
Our advisors work with you and for you to provide independent, cost-efficient and unbiased recommendations to achieve outstanding long-term investment performance from nearly an endless array of investment management solutions.
Wealth Management

Accounting Services
Kate fulfills the roles of office manager and compliance coordinator, committed to ensuring excellent client care and adherence to regulatory requirements. She manages payroll and the company’s 401k program, acting as a liaison with our accountants for bookkeeping. In addition, Kate takes charge of marketing and event planning. But her heart always brings her back to customer service, doing whatever she can to make our clients feel welcomed and cared for.

Financial Planning
Jeff Pascoe is a graduate from Susquehanna University with a Bachelor’s Degree in Business Administration. He began his career in financial services in 2002 with Smith Barney/Citigroup. In 2006, he transitioned into a B2B (business to business) role establishing 401(k) plans for small-to-mid sized companies with ADP Retirement Services. He was employed by them for 12 years. In 2018, Jeff joined Edward Jones and built his own successful planning practice before ultimately joining Financial Voyages in 2022. Jeff holds the Chartered Retirement Plan Specialist (CRPS) designation through the College of Financial Planning.
Retirement Planning
Whether you are decades away, a few years away or already retired, everyone wants to know if they are on track. We combined our decades of experience with advanced technology to guide your path forward.
Long Term Care
Dorothy handles all term life, disability and long term care insurance, as well as setting up and monitoring direct and brokerage accounts. She is also responsible for assisting clients with rollovers, and executing the advisors’ recommended trades on all accounts.

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