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Our Mission
Services

At Schappell Financial Group, we work with our clients to design a comprehensive, personalized financial strategy that fits their goals today and their vision of tomorrow.

How We HelpWhat Makes Us Different

How We Help
What Makes Us Different

We’ll help you pursue your goals by planning for cash flow and budgets, education savings, major purchase goals, retirement savings, protection needs, estate and multigenerational planning strategies, small business planning, tax planning strategies, executive benefits and compensation.

Services
Live In The Now.
We’ll Keep Our Eye On What’s Ahead.


Retirement Planning

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

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Estate Planning

Manage personal affairs while you're alive and control the distribution of wealth upon your death.

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Investment Management

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

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Insurance Strategies

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

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Contact
We Want To Hear
From You

1 Belmont Avenue Suite 1100 Bala Cynwyd, PA 19004

Jon.Schappell@equitable.com

(610) 660-4538

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