Mike Reynolds

West Chester, PA

Verified Identity

Financial Advisor at

Janney Montgomery Scott

Years of Experience

8 years

Average Client Size

$1,500,000

Member Since

2024

Allow Me to Introduce Myself

Our goals are your goals! As a Financial-Planning Based Team, we focus on discovering what is most important to you as we help you navigate through every phase of life. There is no "one size fits all" when it comes to financial planning. We believe in providing advice beyond investments so we kno...

Clientele

Retirees

Business Owners

Corporate Executives

Divorcees

Surviving Spouses

Single Mothers

High Net Worth Individuals

Services Provided

Financial Planning

Investment Management

Retirement Planning

Specialties and Expertise

High Net Worth Planning

Retirement Income

Business Ownership Strategies

Succession Planning

Cash Flow Analysis

Credentials and Designations

CFP®

Certified Financial Planner™

Click to learn more

Pricing Models

AUM

Education

University of Delaware

Bachelors

Obtained in 2017

Advisor Links

Advisor Website

Disclosures and Proof of License

SEC Profile

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