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@bernardowealthplanning.com
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3 phones found area 215 and 888
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LinkedIn matched
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Matt Rittenhouse, Cfp® is listed as Financial Advisor at Bernardo Wealth Planning at Bernardo Wealth Planning, a with 6 employees, based in Horsham, Pennsylvania, United States. AeroLeads shows a work email signal at bernardowealthplanning.com, phone signal with area code 215, 888, and a matched LinkedIn profile for Matt Rittenhouse, Cfp®.
Matt Rittenhouse, Cfp® previously worked as Financial Advisor at Bernardo Wealth Planning and Financial Advisor at Windsor Financial Group. Matt Rittenhouse, Cfp® holds B.A., Business from Goshen College.
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AeroLeads found 1 current-domain work email signal for Matt Rittenhouse, Cfp®. Compare company email patterns before reaching out.
Matt Rittenhouse, Cfp® is a Financial Advisor at Bernardo Wealth Planning at Bernardo Wealth Planning. He possess expertise in employee benefits, insurance, strategic planning, strategy, finance and 3 more skills.
Listed skills include Employee Benefits, Insurance, Strategic Planning, Strategy, and 4 others.
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Harleysville, Pa
Our Mission is Simple: We assist in the creation, preservation and management of wealth for our clients.Our Philosophy is Even Simpler: Our clients are what it's all about.Our team approach to comprehensive financial planning and portfolio management services is designed to help meet your objectives. Our business is built on strong, lasting relationships that have a solid foundation of trust, friendship and service.
Matt began his career in financial services in 2001 after graduating from Goshen College with a degree in Business Administration. He went on to join a local Massachusetts Mutual Life Insurance Company (MassMutual) agency in 2004, became Director of Financial Planning in 2007 then left that role in 2012 to build his own financial services practice, still keeping his affiliation with MassMutual.Matt helps people make wise financial decisions, often working with business owners to maximize the benefit of owning a closely held business.Matt resides in Telford with his wife Emily and three children, Olivia, Elyse and Sophia.Matt Rittenhouse is a registered principal of and offer securities and investment advisory services and financial planning through MML Investors Services, Inc., Member SIPC (www.sipc.org). Supervisory address: 220 Gibraltar Rd. Suite 350, Horsham PA 19044. 215-441-8200. Lacher Financial is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.I am licensed to sell insurance in PA and securities in PA, NJ and NC.
Souderton
Our approach to employee benefits brings strategic value to our clients through our innovative Impact™ process. By listening first, we get to know your organization so we can deliver customized solutions that will solve problems and enhance your company’s strategy. An issue we recognize in our industry is that traditional brokers look to provide solutions without understanding the problem. At L&A, we change the conversation. We listen first, collaborate and deliver a tailored plan that addresses the problem and provides the right solution for your business.
Other employees you can reach at bernardowealthplanning.com. View company contacts for 6 employees →
Rose Bernardo, Cfp®
Colleague at Bernardo Wealth PlanningGreater Philadelphia, United States
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Michele Hewitt, Cpa, Cfp®
Colleague at Bernardo Wealth PlanningHarleysville, Pennsylvania, United States
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Alex Scheeler
Colleague at Bernardo Wealth PlanningMertztown, Pennsylvania, United States
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Quick answers generated from the profile data available on this page.
Matt Rittenhouse, Cfp® works for Bernardo Wealth Planning.
Matt Rittenhouse, Cfp® is listed as Financial Advisor at Bernardo Wealth Planning at Bernardo Wealth Planning.
AeroLeads has found 1 work email signal at @bernardowealthplanning.com for Matt Rittenhouse, Cfp® at Bernardo Wealth Planning.
AeroLeads has found 3 phone signal(s) with area code 215, 888 for Matt Rittenhouse, Cfp® at Bernardo Wealth Planning.
Matt Rittenhouse, Cfp® is based in Horsham, Pennsylvania, United States while working with Bernardo Wealth Planning.
Matt Rittenhouse, Cfp® has worked for Bernardo Wealth Planning, Windsor Financial Group, and Lacher & Associates.
Matt Rittenhouse, Cfp®'s colleagues at Bernardo Wealth Planning include Rose Bernardo, Cfp®, Michele Hewitt, Cpa, Cfp®, and Alex Scheeler.
You can use AeroLeads to view verified contact signals for Matt Rittenhouse, Cfp® at Bernardo Wealth Planning, including work email, phone, and LinkedIn data when available.
Matt Rittenhouse, Cfp® holds B.A., Business from Goshen College.
Matt Rittenhouse, Cfp® is listed with skills including Employee Benefits, Insurance, Strategic Planning, Strategy, Finance, Small Business, Financial Analysis, and Health Insurance.
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