FX Cassidy & Associates

Oaktown Financial, located in Bala Cynwyd, PA, specializes in providing wealth management services and tax-focused strategies aimed at protecting clients' financial futures. With a focus on personalized planning, the firm integrates retirement wealth accumulation, distribution, and tax minimization strategies to ensure clients can maintain their lifestyle and legacy. Founded in 1965, Spivak Financial Group operates as an independently-owned boutique firm dedicated to understanding the unique financial needs of each client. Their experienced team emphasizes a cohesive approach to financial planning, allowing individuals and families to navigate the complexities of wealth management with confidence. Generated from the website

TRJ Accounting provides reliable accounting, bookkeeping, payroll, and tax preparation solutions that are customized to meet the needs of the individuals and small businesses we serve. With nearly 10 years of experience in public accounting, Tim Johansson founded TRJ Accounting in 2014 and conti...