Schuylkill Financial

Schuylkill Financial Schuylkill Financial is an independent financial planning/wealth management firm with offices in Wyomissing, PA and Downingtown, PA.

Our partnership was founded on the basis of having a positive impact on people’s lives through investment and financial planning. We bring sophisticated planning techniques to busy individuals who lack the time to do it themselves, with over 40 years of combined banking and Wall Street experience. Client portfolios are carefully crafted using our expertise in market research, Individual Retirement Accounts, wealth management, college planning, and estate planning.

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
09/03/2026

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life ins...
09/02/2026

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
09/01/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
08/28/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between...
08/28/2026

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

Learn more about whether you need to pay estimated taxes.
08/27/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
08/26/2026

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

Protect yourself from identity theft.
08/25/2026

Protect yourself from identity theft.

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

For a small business, the loss of a key person could cause financial hardship.
08/21/2026

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
08/21/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

Address

600 Eagleview Boulevard Suite 300
Exton, PA
19341

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16106701656

Website

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