RTD Financial

Financial Services - Philadelphia, PA, US

RTD Financial Employees
Richard Durso

Senior Planner/Chief Financial Officer/Shareholder

Contact Richard Durso

Christopher Vassallo

Director of Strategic Partnerships, Senior Financial Planner

Contact Christopher Vassallo

Pearl Jakes

Senior Client Service Coordinator

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Gregory Young

Chief Investment Officer

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Laura Lithgow

Associate Financial Planner

Contact Laura Lithgow

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RTD Financial Details

Since 1983, RTD Financial has served as a trusted advisor for individuals, business owners, and organizations. Our firm offers Personal Wealth Management, Employer Retirement Plan Solutions, Trust Investment Management, and Nonprofit Investment Management. Our philosophy is based on the following core principles:1) As fiduciaries, we're always acting in your best interest; our advice is objective, and our fees are clear and transparent.2) In order to effectively manage your finances we need to get to know you: your goals, aspirations, and challenges.Personal attention is our trademark. Our service, expertise, and advice enable you to focus on what matters most to you. Contact us today to begin a conversation.RTD Financial has offices in Philadelphia, South Jersey, the Main Line and Chester County, in addition to an office in Atlanta. Please note that when sharing third party article the information contained has been obtained from sources believed to be reliable, but the accuracy of the information cannot be guaranteed.

RTD Financial logo, RTD Financial contact details
Website: rtdfinancial.com
Employees: 50 - 99
HQ: 215-557-3800
Location: Philadelphia, PA, US
Revenue: 10 - 20 Million
Comprehensive Financial Life Planning Portfolio Management Retirement Education Estates Income Tax Cash Flow Analysis Risk Management/Insurance Analysis 401(k) Retirement Plan Consulting Stock Options Special Needs Philanthropy and Charitable Giving Financial Services Financial Advisory Services
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