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Yardley Wealth Management
- Financial Services
- Newtown, PA
About this business
Location details
41 University Dr #400, #400, Newtown, PA, 18940, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I’ve been a client of Yardley Wealth Management nearly 5 years. Mike Geary and Sandra Austin helped me financially successfully navigate several life altering changes in my circumstances. From initial transferring and investing my retirement benefit during COVID (!) to navigating financial repercussions and challenges of being widowed. Every question I had on every call, email and in person were immediately answered. Once they knew my changing circumstances they advised me of best course of action and upcoming challenges or ... read more
Great team. Friendly and informative. Great communication. They do a great job! They have expertise in what they do. Highly recommend!
Having retired from the wealth management business earlier this year, choosing a firm to manage our financial affairs was something I took very seriously. After just one meeting with Mike and his team, my husband and I made the decision to work with YWM. It has been a very rewarding relationship thus far. Mike, Maureen and the rest of the team always provide excellent service, are professional and friendly and a pleasure to work with. We highly recommend them.
Yardley Wealth Management has done an excellent job managing my family's finances for well over a decade. Mike and his team are extremely trustworthy, capable, responsive, and all we could ask for in a financial advisor. We recently engaged YWM to revisit our estate plan for our growing family, and Mike guided us through every step of the process. I cannot recommend Mike and his team enough!
We’ve been working with Mike, Sandra, Maureen, and the rest of the YWM team closely over the last few years as we have navigated an inheritance, a home purchase, and the birth of our first child. The entire team has helped us with a very clear picture of our current financial situation and supported with deep scenario planning to ensure that we are set up well for the future. There are so many hidden tax or other ramifications of financial decisions that are not always apparent, and the YWM team has the expert guidance to su... read more
Frequently asked questions about Yardley Wealth Management
How is Yardley Wealth Management rated?
Yardley Wealth Management has a 4.9 star rating with 45 reviews.
When is Yardley Wealth Management open?
Yardley Wealth Management is open now. It will close at 6:00 p.m.
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