Financial
Manta has 77 businesses under Financial in Exton, PA
Featured Company Listings
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Categorized under Tax return preparation services
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Categorized under Certified Financial Planners
Preparing for that next step in life isn't always easy. The road to financial stability can seem complicated, time consuming, and difficult-perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin. Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, we promise to offer you a new level of attention, insight, and guidance. We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives.
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Categorized under Mortgage bankers and loan correspondents
Meet Sean Maloney, your dedicated loan officer based in Exton. Specializing in personalized mortgage solutions for repeat home buyers, first-time buyers, real estate investors, and homeowners looking to refinance, they are your seasoned expert on all things mortgage. Whether you want to explore Conventional loans, FHA loans, VA loans, Jumbo loans, home improvement loans, USDA home loans, or grant and down payment assistance, Sean Maloney is your go-to guide through the process.
Connect with them today to learn more about our services, view customer testimonials, and start your mortgage prequalification process. Check out our mortgage blog for insights on current mortgage rates and trends, and feel free to use our mortgage calculator to estimate monthly payments. With their expertise, you'll stay ahead with accurate information on today's mortgage rates, helping you achieve your homeownership goals.
131 Woodcutter Street
Exton, PA
(610) 871-0358
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Categorized under Mortgage bankers and loan correspondents
Michael Izzi, a Pennsylvania native, began his career as a graduate of Penn State in Business Management with interests in Marketing and Finance back in 2000. Gaining experience in mortgage sales he obtained great respect within the industry. He is a self-motivated mortgage professional with over two decades of experience.
Izzi is motivated to get people into honest loans at competitive rates, in the most timely and efficient manner. He believes that the secret in this profession is to treat everyone like family, hence how the majority of his business is referral-based. Building relationships is the heartbeat of his business and he would be proud to have the opportunity to earn yours.
When Izzi is not busy tending to the needs of his clients, he enjoys playing volleyball, golf and cheering for Philly sports teams. He is also the proud father of triplet daughters.
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Categorized under Mortgage bankers
Meet Garrett Norton, your dedicated loan officer based in Exton. Specializing in personalized mortgage solutions for repeat home buyers, first-time buyers, real estate investors, and homeowners looking to refinance, they are your seasoned expert on all things mortgage. Whether you want to explore Conventional loans, FHA loans, VA loans, Jumbo loans, home improvement loans, USDA home loans, or grant and down payment assistance, Garrett Norton is your go-to guide through the process. Connect with them today to learn more about our services, view customer testimonials, and start your mortgage prequalification process. Check out our mortgage blog for insights on current mortgage rates and trends, and feel free to use our mortgage calculator to estimate monthly payments. With their expertise, you'll stay ahead with accurate information on today's mortgage rates, helping you achieve your homeownership goals.
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Categorized under Automated teller machine (ATM) network
This Exton Santander Bank ATM makes it easy to check balances and withdraw cash. Santander Bank is here to help serve your financial needs.
100 East Uwchlan Avenue
Exton, PA
(610) 280-7625
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Categorized under Automated Teller Machines (ATMs)
CoinFlip offers the easiest and fastest way to buy bitcoin and other cryptocurrencies with cash. Just select the coin you want, verify your phone number, scan your wallet address, and input your cash. Bitcoin is sent almost instantly with guaranteed low crypto ATM fees nationwide. For any questions, reach out to our 24/7 customer support through phone, text, or email!
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Categorized under National commercial banks, nec
Welcome to Bank of America Financial Center in Exton, PA, home to a variety of your financial needs including checking and savings accounts, online banking, mobile and text banking, student banking and credit cards. You have full access to your Bank of America accounts at any of our more than 5,000 banking centers nationwide. When you visit our financial centers, our knowledgeable associates and welcoming environment will make you feel at home.Easy access for everyone: Handicap accessible parking spaces, Handicap accessible restrooms and Braille signage (where available), Ramps in locations with steps, Easy-to-open doors, Handicap accessible safe deposit box rooms.
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Categorized under National commercial banks, nec
Welcome to Bank of America Financial Center in Exton, PA, home to a variety of your financial needs including checking and savings accounts, online banking, mobile and text banking, student banking and credit cards. You have full access to your Bank of America accounts at any of our more than 5,000 banking centers nationwide. When you visit our financial centers, our knowledgeable associates and welcoming environment will make you feel at home.Easy access for everyone: Handicap accessible parking spaces, Handicap accessible restrooms and Braille signage (where available), Ramps in locations with steps, Easy-to-open doors, Handicap accessible safe deposit box rooms.
131 Woodcutter Street
Exton, PA
(877) 499-4123
CLAIMED
Categorized under Mortgage bankers and loan correspondents
MichaelIzzi, based out of Exton, PA provides a variety of mortgage solutions tailored to fit the needs of repeat home buyers, first-time home buyers, real estate investors, or homeowners who need to refinance a mortgage. Michaelcan teach you about all of the loan products CMG provides including conventional loans, FHA home loans, VA home loans, Jumbo Loans, home improvement loans, USDA home loans, crowdfunding through HomeFundIt, as well as grant and down payment assistance options. Visit Michaelonline to learn more, view our mortgage blog, mortgage calculator, customer testimonials, or start your mortgage prequalification and see what current mortgage rates you qualify for. Get in touch today and experience extraordinary.
All Company Listings
CLAIMED
Categorized under Certified Financial Planners
Preparing for that next step in life isn't always easy. The road to financial stability can seem complicated, time consuming, and difficult-perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin. Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, we promise to offer you a new level of attention, insight, and guidance. We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives.
CLAIMED
Categorized under Mortgage bankers and loan correspondents
Meet Sean Maloney, your dedicated loan officer based in Exton. Specializing in personalized mortgage solutions for repeat home buyers, first-time buyers, real estate investors, and homeowners looking to refinance, they are your seasoned expert on all things mortgage. Whether you want to explore Conventional loans, FHA loans, VA loans, Jumbo loans, home improvement loans, USDA home loans, or grant and down payment assistance, Sean Maloney is your go-to guide through the process.
Connect with them today to learn more about our services, view customer testimonials, and start your mortgage prequalification process. Check out our mortgage blog for insights on current mortgage rates and trends, and feel free to use our mortgage calculator to estimate monthly payments. With their expertise, you'll stay ahead with accurate information on today's mortgage rates, helping you achieve your homeownership goals.
CLAIMED
Categorized under Tax return preparation services
131 Woodcutter Street
Exton, PA
(610) 871-0358
CLAIMED
Categorized under Mortgage bankers and loan correspondents
Michael Izzi, a Pennsylvania native, began his career as a graduate of Penn State in Business Management with interests in Marketing and Finance back in 2000. Gaining experience in mortgage sales he obtained great respect within the industry. He is a self-motivated mortgage professional with over two decades of experience.
Izzi is motivated to get people into honest loans at competitive rates, in the most timely and efficient manner. He believes that the secret in this profession is to treat everyone like family, hence how the majority of his business is referral-based. Building relationships is the heartbeat of his business and he would be proud to have the opportunity to earn yours.
When Izzi is not busy tending to the needs of his clients, he enjoys playing volleyball, golf and cheering for Philly sports teams. He is also the proud father of triplet daughters.
CLAIMED
Income Tax Return
Federal Tax Return
State Tax Return
Local Tax Return
Individual Tax Return
At D And D Income Tax Preparation, conveniently located in the heart of Chester County, you can utilize over four decades of experience to help you succeed in your Personal or Business Tax and Financial Planning goals. All of your financial affairs are handled professionally and confidentially.
The personal attention you receive, combined with competitive rates and superior service is acknowledged year after year from our consistent growth in clientele! Most of our clientele have retained our services for more than ten years!
D & D Income Tax Preparation staff participate in continuing education for current knowledge and procedures relative to federal, state, and local tax return and sound financial management to ensure you receive the best advice and income tax return.
Whether you are an Individual, Sole Proprietor, Partnership or Corporation, you will feel secure in trusting D & D Income Tax Preparation to meet all of your financial and tax planning needs.
At D & D Income Tax Preparation, we work hard to get your federal tax refund to you as fast as possible - thanks to the electronic filing program with the IRS. Filing electronically with the IRS and selecting to have your refund direct deposited to your bank allows you to get your refund as fast as possible.
CLAIMED
Categorized under Mortgage bankers
Meet Garrett Norton, your dedicated loan officer based in Exton. Specializing in personalized mortgage solutions for repeat home buyers, first-time buyers, real estate investors, and homeowners looking to refinance, they are your seasoned expert on all things mortgage. Whether you want to explore Conventional loans, FHA loans, VA loans, Jumbo loans, home improvement loans, USDA home loans, or grant and down payment assistance, Garrett Norton is your go-to guide through the process. Connect with them today to learn more about our services, view customer testimonials, and start your mortgage prequalification process. Check out our mortgage blog for insights on current mortgage rates and trends, and feel free to use our mortgage calculator to estimate monthly payments. With their expertise, you'll stay ahead with accurate information on today's mortgage rates, helping you achieve your homeownership goals.
CLAIMED
Categorized under Automated teller machine (ATM) network
This Exton Santander Bank ATM makes it easy to check balances and withdraw cash. Santander Bank is here to help serve your financial needs.
100 East Uwchlan Avenue
Exton, PA
(610) 280-7625
CLAIMED
Categorized under Automated Teller Machines (ATMs)
CoinFlip offers the easiest and fastest way to buy bitcoin and other cryptocurrencies with cash. Just select the coin you want, verify your phone number, scan your wallet address, and input your cash. Bitcoin is sent almost instantly with guaranteed low crypto ATM fees nationwide. For any questions, reach out to our 24/7 customer support through phone, text, or email!
CLAIMED
Categorized under National commercial banks, nec
Welcome to Bank of America Financial Center in Exton, PA, home to a variety of your financial needs including checking and savings accounts, online banking, mobile and text banking, student banking and credit cards. You have full access to your Bank of America accounts at any of our more than 5,000 banking centers nationwide. When you visit our financial centers, our knowledgeable associates and welcoming environment will make you feel at home.Easy access for everyone: Handicap accessible parking spaces, Handicap accessible restrooms and Braille signage (where available), Ramps in locations with steps, Easy-to-open doors, Handicap accessible safe deposit box rooms.
CLAIMED
Categorized under National commercial banks, nec
Welcome to Bank of America Financial Center in Exton, PA, home to a variety of your financial needs including checking and savings accounts, online banking, mobile and text banking, student banking and credit cards. You have full access to your Bank of America accounts at any of our more than 5,000 banking centers nationwide. When you visit our financial centers, our knowledgeable associates and welcoming environment will make you feel at home.Easy access for everyone: Handicap accessible parking spaces, Handicap accessible restrooms and Braille signage (where available), Ramps in locations with steps, Easy-to-open doors, Handicap accessible safe deposit box rooms.
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Categorized under Business Financing
Specialists in Advent Axys and APX back office operations, complex workflows, daily reconciliation, performance and GIPS specialist and more. We offer a Team-based approach to your back office operations, streamlined to keep your performance reporting accurate and well organized. Our clients range from Family Offices, to Investment and Wealth Managers.
Is your current, internal reporting process tedious and time consuming? Do you ever wonder if it’s also prone to errors? You should be 100 percent confident in the accuracy of your data.
When you co-source with Accusource you will not only save time but also get the peace of mind that comes with the accuracy and security of your data. Accusource partners with firms such as RIAs, hedge funds, family offices or asset managers to support data processing, performance and reporting needs. If you are working with another system other than Axys or APX, no need to worry. We can still help your company as we work with many systems.
131 Woodcutter Street
Exton, PA
(877) 499-4123
CLAIMED
Categorized under Mortgage bankers and loan correspondents
MichaelIzzi, based out of Exton, PA provides a variety of mortgage solutions tailored to fit the needs of repeat home buyers, first-time home buyers, real estate investors, or homeowners who need to refinance a mortgage. Michaelcan teach you about all of the loan products CMG provides including conventional loans, FHA home loans, VA home loans, Jumbo Loans, home improvement loans, USDA home loans, crowdfunding through HomeFundIt, as well as grant and down payment assistance options. Visit Michaelonline to learn more, view our mortgage blog, mortgage calculator, customer testimonials, or start your mortgage prequalification and see what current mortgage rates you qualify for. Get in touch today and experience extraordinary.
CLAIMED
Categorized under National commercial banks, nec
This Exton Santander Bank branch is here to help serve your financial needs. With checking accounts, money market savings accounts, auto loans, personal loans, online banking, mortgages, and business banking as well as a full suite of other banking products and services Santander Bank's network of 9,100 colleagues is here to help you and your business. With branches and 2000+ATMs across the Northeast and in Florida, including many CVS Pharmacy. Member FDIC. Equal Housing Lender.
CLAIMED
Categorized under Automated teller machine (ATM) network
This EXTON Santander Bank ATM located in CVS Pharmacy makes it easy to check balances and withdraw cash. Santander Bank is here to help serve your financial needs.
CLAIMED
Categorized under Automated teller machine (ATM) network
This EXTON Santander Bank ATM located in CVS Pharmacy makes it easy to check balances and withdraw cash. Santander Bank is here to help serve your financial needs.
CLAIMED
Categorized under National commercial banks
Locally owned for nearly 80 years and proudly serving the community, Citadel is a full-service financial institution offering checking, savings, credit cards, loans, mortgages, investments, insurance and more
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Interest Cecking
Money Market Funds
Ceritificates Of Deposit
Loans
Categorized under National Credit Union Administration (Ncua)
Categorized under Stock and Bond Brokers
Categorized under Investors (Unclassified)
Categorized under Tax Return Preparation and Filing
Categorized under Investors (Unclassified)
Categorized under Financial Planning Consultants
Categorized under Non-Bank Holding Companies
Categorized under Mortgage Brokers, Using Own Money
Categorized under Banks
Categorized under Investment Bankers
Categorized under Investors (Unclassified)
Categorized under Tax Return Preparation and Filing
Categorized under Investors (Unclassified)
Categorized under Investors (Unclassified)
Categorized under Financial Planning Consultants
Categorized under Security Brokers
Categorized under Real Estate Investment Trusts
Categorized under Investors (Unclassified)
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