Financial Voyages, LLC
Financial Advising
Hours:
425 Main St, Harleysville PA 19438
Hours
Most Recent Comments
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November 2021
Dan Melville is the best in the business! Highly recommend to anyone looking for a new financial advisor!
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November 2021
Dan Is fantastic and gives great advice when it comes to investments, and also gives constant updates on accounts and suggestions as things in the world are changing and taking place in the markets!!
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November 2021
I've been working with Dan Melville for a few years now and he epitomizes a professional who is all about helping those who come to him. There's never a question or concern that goes unanswered, I'm very excited to be working with him.
More Comments(17)
From Financial Voyages, LLC
Financial Voyages LLC is a Financial Planning firm located in Harleysville PA. Our team of independent financial advisors help clients reach their financial goals through customized financial advice, financial planning and investment management. Our services center around three key pillars: Managing Wealth, Optimizing Investments, and Minimizing Taxes.
Our services include: Financial Planning, Investment Management, Retirement Planning, Estate and Legacy Planning, Tax-Smart Investment Strategies, and Income/Withdraw Planning.
Our office is conveniently located on Main Street (Summertown Pike) with easy access to most of Montgomery County and Bucks County. With clients in 31 states we also meet clients virtually from across the country!
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