BrightPath Financial Advisors operate as an independent advisory firm. We believe that each individual and family have a unique story to tell. Thus, we work to craft a plan matching the specific situation and life goals. We do not represent any specific Broker-Dealer, and can offer solutions from a wide variety of investment vehicles. We seek to act as our client’s financial advocate and guide. Each client will receive a customized financial plan and investment mix, designed to meet their future needs and goals. Our firm offers fixed-fee financial planning, through a flexible framework. We encourage our clients to be active participants in creating the financial plan. We work towards a roadmap that our clients will have confidence in. Then we support those clients through execution of that plan. As the plan develops, and life events occur, we continually adjust the overall strategy to match new and unfolding circumstances. As a fiduciary, it is important that the client’s interest comes first. We stive to provide clear and concise guidance for the betterment of our client’s overall financial picture. In addition, for those clients that wish, we will provide education and guidance to further the client’s understanding of the financial world, from the banking industry to investment markets. We believe an educated client, that actively participates in the plan formation and execution, makes better decisions, and creates the opportunity for better overall outcomes.
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When it comes to both Medicare & retirement planning you have choices, and those choices depend on where you live. Because Jeffrey Crowley lives in York County, PA he knows the ins and outs of plans available in this area. While many financial service companies prefer to do business via the internet Jeff still believes it's more productive to meet personally.
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
