Michael R Taylor, AGT - Creative Financial Group

Whispering Brook Capital is a wealth management firm helping multi-generational families, CEOs, entrepreneurs and real estate investors. They offer a wide range of services, including family office services, private banking, trust management and estate solutions, family dynamics of wealth transfer consulting, premium financing for life insurance, direct indexing & tax loss harvesting, business & succession planning, generational vault, gradient investments, asset allocation & risk management, income planning, and insurance solutions. Whispering Brook Capital is a trusted advisor to their clients, and they work with them to develop a personalized financial plan that meets their specific needs and goals.

JLP Associates LLC, located in Newtown Square, Pennsylvania, specializes in providing exclusive finance counsel services tailored to the needs of business and legal clientele. Their team of experienced CPAs and attorneys excels in delivering customized financial solutions to address a wide range of finance counsel needs. The firm serves a diverse clientele, including attorneys, business owners, courts, investors, private companies, and governmental agencies. With a focus on incisive objectives and effective solutions, JLP Associates is committed to guiding clients through the complex world of business and legal financial matters. Generated from the website

Logan Capital Management, Inc., based in Newtown Square, PA, specializes in strategic equity and fixed income investments, aiming to build strong financial futures for its clients. The firm emphasizes consistency in client relationships and investment portfolios, leveraging established methodologies to navigate diverse market conditions. With a focus on both growth and value strategies, Logan Capital identifies opportunities within the U.S. and international equities markets. The team's investment approach combines insights from experienced portfolio managers to deliver balanced portfolios that prioritize consistent income and downside protection. Generated from the website