Pennsylvania Capital Management
Financial Services
Huntingdon Valley, Pennsylvania, United States
12 employees
- Employees
- 12
- Contacts
- 3
- Emails
- 3
- Phones
- 1
Pennsylvania Capital Management Overview
- Headquarters
- Huntingdon Valley, Pennsylvania, United States
- Phone Number
- Available in AeroLeads
- Website
- pcmadvisors.com
- Industry
- Financial Services
- Employees
- 12
- Founded
- 1995
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Pennsylvania Capital Management
A COLLABORATIVE APPROACH Our firm was founded in 1995 on the belief that no two clients have the same needs or concerns. At Pennsylvania Capital Management, we believe it takes a deeply personal understanding that reaches far beyond simple investment management to help you create wealth and handle with your life changing events. Success for you requires a comprehensive approach to wealth management, tax mitigation, wealth protection, wealth transfer, charitable giving and, for business owners, exit and succession planning. As a truly independent advisory firm, we place our client's best interests above our own, and are free to recommend the best products, solutions and outside expertise available. We are passionate about you, your family and your goals.
Pennsylvania Capital Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Pennsylvania Capital Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Andrew Randisi, Cfp® | Senior Financial Advisor Pennsylvania | Merchantville, New Jersey, United States |
Email
|
| Gail Miller | Full Charge Bookkeeper, Payroll | Greater Philadelphia, United States |
Email
|
| Nick Field | Contributor at Decision Desk Hq | Bristol, Pennsylvania, United States |
View
|
| Irvin Schorsch | Founder & President at Pennsylvania | Jenkintown, Pennsylvania, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 1 |
| General | 1 | 1 | 0 |
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