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Financial Planning
Financial House, Inc.
Joseph E. Biloon, CFP®, AEP
5818 Kennett Pike
Wilmington, DE 19807
302-654-5451
Fax 302-654-5847
At Financial House, our goal is to help individuals, families and businesses build a financial foundation that will grow and serve them well through all the stages of life, helping them achieve their goals as well as navigate the unexpected.
Member Since 1983
Principled Money Management
Catherine Friedman
1110 Sherbrook Drive
West Chester, PA 19382
484-402-6609
Who needs the help of a DMM? people whose careers make finding time for routine paperwork difficult those who are unsure and uncomfortable assessing long-term financial needs (e.g., retirement, college, purchase of a home, etc.) people who travel and are away from home for weeks or months at a time senior citizens people with medical issues that make it difficult to keep up with their finances Within the senior client base, most have a need for DMM services due to a physical change precipitated by the aging process, such as limited vision, dementia, arthritis or other conditions that limit the ability to write or follow through on tasks. For those clients and their families, the DMM will eliminate the concern of missed bill payments (and the potential impact on credit ratings), paying the wrong amount, or paying multiple times. Others may be so active in retirement that travel and social activities make it difficult to keep up with paperwork, and they prefer to let someone else handle things for them. In both cases, the DMM provides significant peace of mind. Commonly, the adult child of a senior recognizes the need and will seek the assistance of a DMM. This situation often happens when the child feels unable to find the time or lacks the ability to maintain the parents' affairs. If I hire PRINCIPLED MONEY MANAGEMENT LLC, why do I need an accountant, lawyer, or social worker? A PRINCIPLED MONEY MANAGEMENT LLC manager does not take the place of professionals in the accounting, investment, or social service fields. Rather, their work complements the work of other professionals by facilitating completion of day- to-day tasks; organizing records and paperwork; and preparing financial reports for clients' use in discussion with accounting, investment, or social service professionals.
Member Since 2021
Willow House Advisors
Victor Dupuis
699 Unionville Road
Kennett Square, PA 19348
610-444-3344
Fax 610-444-8316
At UFinancial we work closely with you to understand your unique circumstances and resources. We use this understanding, along with our extensive knowledge of financial services and products, to create a comprehensive financial plan, complete with recommendations.
Member Since 2014
Edward Jones Investments - Donald G. Sellers
Donald G. Sellers
701 East Baltimore Pike
Suite A2
Kennett Square, PA 19348
610-444-5220
Fax 866-857-9776
If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and you. We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs. Whether it's in the United States or Canada, we're located in the communities where you live and work because that's the best way to get to know you and to help you reach your financial goals.
Member Since 2005
Joe Oliver - Edward Jones Investments
Joe Oliver
2250 Baltimore Pike
Oxford, PA 19363
484-702-9311
Fax 866-207-3516
My Unique Approach: I bring a unique perspective to financial advising informed by my previous work in higher education. Prior to joining Edward Jones, I spent over 15 years teaching and working in student success at universities around the country. In my work, I counseled and taught college students, helping them achieve success with coaching and careful planning. Educating and helping you be successful are still central to my work as a financial advisor. While my clients are sure to get my full attention, I am not alone in my work. My experience and local presence, paired with the resources of a Fortune 500 firm*, I am confident that I can help you or your business be successful. The Clients I Best Serve: - Those in retirement, hoping to make their money last - High income earners looking for a second opinion - Serious investors - Those navigating major life changes (retirement, marriage, divorce, inheritance) - Business owners
Member Since 2021
SCCCC JOB BOARD
Our newest benefit to your Chamber membership.
Looking to hire new talent and grow your team?
Utilize our
FREE
Job Board to promote your open positions.
Your advantage over generic job recruiting sites like Indeed, Monster, and ZipRecruiter is that your job board is industry-specific. That means you are likely to find candidates with experience in your industry, and similarly, those candidates are likely to find industry employers who are hiring.
Let’s face it, recruiting and finding a job is all about targeted search, and... the SCCCC JOB BOARD is the next best thing to hiring a recruiter.
Easy Administration!
Our simplified solution allows for a hands-off approach.
Immediate results!
Jobs are automatically displayed on the board within seconds of posting so you instantly see the value.
Mobile responsiveness!
The SCCCC Job Board responds to all screen sizes for a seamless experience across all devices.
Flexible Posting
! Durations from 30, 60, and 90 days - automatically
NO COST FOR MEMBERS!
Ready to post?
Click here
to get started or contact the Chamber office
for more information: 610-444-0774 or
[email protected]
About Us
BOARD OF DIRECTORS
>
MEET OUR LEADERSHIP
Chairman's Welcome
STAFF
>
Your Chamber Team
President's Welcome
COMMITTEES & GROUPS
>
ABOUT
COMMITTEES
>
Communications Committee
Community and Government Relations Committee
Membership Committee
SCC Young Business Leaders
Ambassadors Committee
Referral Groups
>
SCCCC G.R.O.W.
SCCCC BizNet
SCCCC CONNECTIONS
History
Contact
Business Directory
MEMBERSHIP
Why Join?
Member Benefits
>
Offers
Coupons
JOB BOARD
Affinity Programs
SCC Young Business Leaders
Membership Application
Events & Programs
Annual Chairman's Gala
Inspirational Breakfast
Scholarship Golf Tournament
Annual Fall Luncheon
NETWORK AT NOON! LUNCHEON
Professional Development & Education
Chamber Calendar
Community Calendar
IN THE NEWS
SCCCC IN THE NEWS
Member News
Press Releases
Southern Chester County CONNECTIONS
The Reporter
Your Chamber At Work
Education & Scholarship Foundation
>
Pennsylvania Free Enterprise Week
ADVOCACY
>
ABOUT
Mushroom/AG Labor Crisis Task Force
Route 1 Economic Development Initiative
>
About Us
Why Here?
Steering Committee & Members
Site Selection Opportunities
Contact
CIRCLE OF CHAMPIONS
ABOUT
Diamond Circle Partner
>
Constellation Energy
Platinum Circle Partner
>
Longwood Gardens
Gold Circle Partners
>
Ironlinx
Kendal-Crosslands
Qnectus
The Tri-M Group
WSFS Bank
SILVER CIRCLE PARTNERS
Bronze Circle Partners
Business Views Blog
Member Portal
JOB BOARD