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Bire Financial Services Group

Financial planner in Plymouth Meeting, PA (show on map)
Google 3.5
★★★★☆
6 reviews

Our business is built on a foundation of thoughtful client relationships. We can help take the mystery out of preparing for today and tomorrow. Whether you are

Call (610) 825-4066
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Bire Financial Services Group website

About

Our business is built on a foundation of thoughtful client relationships. We can help take the mystery out of preparing for today and tomorrow.

Whether you are investing to build wealth, protect your family or preserve your assets, our personalized service focuses on your needs, wants and long-term goals. Joel Goodhart, Accredited Investment Fiduciary ®Registered Representative of Parkland Securities, LLC Member FINRA/SIPC Joel has been in the financial services industry since 1976 and is the founder of BIRE Financial Services. Stuart Leibowitz, Accredited Investment Fiduciary ®Registered Representative of Parkland Securities, LLC Member FINRA/SIPC Having practiced law for over 25 years, in 2002 Stuart decided to follow a passion he had for a very long time and switched to a financial services career. Stuart has attained the designation of Accredited Investment Fiduciary® (AIF... Brian Darling, Accredited Investment Fiduciary®Registered Representative of Parkland Securities, LLC Member

Certified Public Accountants

Services

Navigate Your Financial Journey with Confidence and Clarity

Navigate Your Financial Journey with Confidence and Clarity

Entrepreneurs & ExecutivesEntrepreneurs & ExecutivesPortfolio and risk management

Entrepreneurs & ExecutivesEntrepreneurs & ExecutivesPortfolio and risk management

Pre-Retirees & RetireesPre-Retirees & RetireesStrategies for every phase of retirement

Pre-Retirees & RetireesPre-Retirees & RetireesStrategies for every phase of retirement

If you believe you could benefit from working with a financial professional, let’s review yours goal

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

Retirement

Retirement

Your most important financial milestone

Your most important financial milestone

Credentials & Certifications

Certified Public Accountant (CPA)

Reviews

Google
Rating
3.5
★★★★☆
Reviews
6
"Highly recommend"

Contact Bire Financial Services Group

Bire Financial Services Group
Website
bireswan.com
Category
Financial planner
Wheelchair Accessible
Call (610) 825-4066

Opening Hours

Sunday
Closed
Monday
8 am–4 pm
Tuesday
8 am–4 pm
Wednesday
8 am–4 pm
Thursday
8 am–4 pm
Friday
Closed
Saturday
Closed

Location

Location of Bire Financial Services Group, 4066 Butler Pike B, Plymouth Meeting, PA 19462 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with Bire Financial Services Group?

Reach out today to schedule a consultation.

(610) 825-4066

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