Your local family-owned financial services company
We service individuals and small businesses in PA and NJ
We service individuals and small businesses in PA and NJ
We offer personalized investment recommendations based on your age, goals, and risk score.
Our insurance and annuity options compliment your investment recommendations with access to over 40 of the top carriers in the industry.
Reach out with any questions or to set up a meeting to discuss your financial objectives and options.
1000 Northbrook Drive, Feasterville Trevose, Pennsylvania 19053, United States
215-948-6090
Hours:
Monday - 9am-4pm
Tuesday - 9am-4pm
Wednesday - 9am-4pm
Thursday - 9am-4pm
Friday - 9am-4pm
Closed Major Holidays
Robert Donnelly offers Investment Advisory services through Kovack Advisors, Inc., a SEC Registered Investment advisory firm 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771. Alpha Financial Companies is not affiliated with Kovack Advisors, Inc. Investment Adviser Representative may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc.
Copyright © 2024 Alpha Financial Companies, Inc. - All Rights Reserved.
Link to Client Relationship Summary form can be found at: http://kovacksecurities.com/Form_CRS.pdf
Please check out this IAR at https://adviserinfo.sec.gov
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