The Estate Planners Group

The Estate Planners Group (CRD# 124418) is a financial advisory firm headquartered in Yardley, PA. They manage $328,600,000 in 220 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
37 S. Delaware Avenue, Suite 1, Yardley, PA 19067
https://www.linkedin.com/company/estate-planners-group
By the Numbers
  • Total Assets Under Management
    329
    MILLION
  • Total Number of Accounts
    220
    ACCOUNTS
  • Average Account Value
    $1,493,636
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, NJ, PA

Financial Advisors at The Estate Planners Group
Showing 1 - 5 of 5 top financial advisors.
1
David Loesser, financial advisor Washington Crossing PA
David W. Loesser
CRD#: 3177524
113 Pondview Drive, Washington Crossing, PA 18977

David Loesser (CRD# 3177524) is an Investment Advisor Representative working at The Estate Planners Group in Washington Crossing, PA and has over 24 years of experience in the finance industry.

2
Jeffrey Loesser, financial advisor Yardley PA
Jeffrey M. Loesser
CRD#: 6580161
37 S. Delaware Avenue, Suite 1, Yardley, PA 19067

Jeffrey Loesser (CRD# 6580161) is an Investment Advisor Representative working at The Estate Planners Group in Yardley, PA and has over 8 years of experience in the finance industry.

3
Michael Sullivan, financial advisor Hamilton Square NJ
Michael R. Sullivan
CRD#: 2962858
Hamilton Square, NJ

Michael Sullivan (CRD# 2962858) is an Investment Advisor Representative working at The Estate Planners Group in Hamilton Square, NJ and has over 26 years of experience in the finance industry.

4
Kevin Yorgensen, financial advisor Naples FL
Kevin P. Yorgensen
CRD#: 7080183
5660 Strand Court, Naples, FL 34110

Kevin Yorgensen (CRD# 7080183) is an Investment Advisor Representative working at The Estate Planners Group in Naples, FL and has over 5 years of experience in the finance industry.

5
Matthew Carpenter, financial advisor Yardley PA
Matthew S. Carpenter
CRD#: 7199584
37 S. Delaware Avenue, Suite 1, Yardley, PA 19067

Matthew Carpenter (CRD# 7199584) is an Investment Advisor Representative working at The Estate Planners Group in Yardley, PA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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