Teresa DeVries, CFBS, Financial Planner, MMGP

Teresa DeVries, CFBS, Financial Planner, MMGP I can provide comprehensive financial strategies or focus on one specific area of need.

Start the new year off with a new vision for charitable giving. I’m here to help you create that plan while also securin...
01/06/2026

Start the new year off with a new vision for charitable giving. I’m here to help you create that plan while also securing your own financial future. Just reach out to get started.

Small businesses power our communities. MassMutual’s 2025 Business Owner Perspectives Study examines what owners priorit...
01/05/2026

Small businesses power our communities. MassMutual’s 2025 Business Owner Perspectives Study examines what owners prioritize today, and how they’re planning for tomorrow.

Take a look at the latest study and reach out with any questions: https://bit.ly/49rzRmz

Here’s to new beginnings and continued growth in the year ahead. Happy New Year!
01/01/2026

Here’s to new beginnings and continued growth in the year ahead. Happy New Year!

Happy Kwanzaa. May this celebration bring you and your loved ones peace, unity, and prosperity.
12/26/2025

Happy Kwanzaa. May this celebration bring you and your loved ones peace, unity, and prosperity.

Warmest thoughts and best wishes for a Christmas that's merry and bright.
12/25/2025

Warmest thoughts and best wishes for a Christmas that's merry and bright.

One-third of small business owners don’t have an estate plan in place. Don’t leave your family and your business’ future...
12/15/2025

One-third of small business owners don’t have an estate plan in place. Don’t leave your family and your business’ future to chance. Call me today to make sure they’re protected.
Source: MassMutual Business Owner Perspectives Study, 2025

Wishing you a bright and joyful Hanukkah filled with light, love, and meaningful moments.
12/15/2025

Wishing you a bright and joyful Hanukkah filled with light, love, and meaningful moments.

Health care costs can impact financial security, especially for women.Plan ahead with a savings strategy. Let’s talk — s...
12/09/2025

Health care costs can impact financial security, especially for women.
Plan ahead with a savings strategy. Let’s talk — schedule a meeting today.

Estate planning isn't just personal; it also protects your business. Safeguard your legacy and keep things running smoot...
12/01/2025

Estate planning isn't just personal; it also protects your business. Safeguard your legacy and keep things running smoothly for your team and family. Contact me today to get started.

Thanksgiving reminds us of what truly matters — family, health, security, and peace of mind. Wishing you and your loved ...
11/27/2025

Thanksgiving reminds us of what truly matters — family, health, security, and peace of mind. Wishing you and your loved ones a holiday filled with gratitude and abundance.

71% of small businesses say they rely on one or two key people, but only 21% have key employee life insurance. Call me t...
11/17/2025

71% of small businesses say they rely on one or two key people, but only 21% have key employee life insurance. Call me today to ensure you have the coverage you need.
Source: NAIC, 2022

We take a moment today to honor the brave commitment of our veterans, who lead and inspire our nation. Your service and ...
11/11/2025

We take a moment today to honor the brave commitment of our veterans, who lead and inspire our nation. Your service and sacrifice are never forgotten.

Address

2 Bala Plz
Merion Station, PA
19720

Telephone

+13023677615

Website

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