Top 5 Financial Services Companies in Blue Bell

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Below is the list of Top 5 Financial Services Companies in Blue Bell ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Blue Bell

1. Independence Planning Group

Industry: Financial Services

Location: Blue Bell, Pennsylvania

Website: ipgroup.info

Company Founded: 1987

Company Size: 51-200

Company Address: 1767 Sentry Parkway West, Blue Bell, Pennsylvania, United States

Independence Planning Group Contact Details

Name Title LinkedIn Phone Email
David Osei Financial Representative
Tim Carroll Registered Representative
Mike Steigerwalt Financial Services Representative
Barbara Schmitt Accounting Manager
Matt Dad Financial Planner
Jim Dale Principal Owner
Melissa Pursell Administrative Assistant
Requires/Intent and 1 more Employees
Treasury & Cash Flow Management
Business Strategy & Growth Consulting
Mergers & Acquisitions Advisory
and more
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Blue Bell Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 David Osei Independence Planning Group Financial Representative
2 Tim Carroll Independence Planning Group Registered Representative
3 Mike Steigerwalt Independence Planning Group Financial Services Representative
4 Barbara Schmitt Independence Planning Group Accounting Manager
5 Matt Dad Independence Planning Group Financial Planner
6 Jim Dale Independence Planning Group Principal Owner
7 Melissa Pursell Independence Planning Group Administrative Assistant

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