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      Jonathan Alexander CFP, CLTC

      40 Monument Road, 19004, Bala Cynwyd, PA

      Executive Benefits, Retirement Planning

      As a Certified Financial Planner™ professional I take great pride in working with my clients to create a comprehensive holistic plan that helps them reach their goals. We will speak about what you want to accomplish with your life and create the plan for you to get there. I focus on helping clients identify the pitfalls and navigate through life's expected and unexpected changes.

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