R
Rassler Financial
Personalized Financial Planning for Your Life's Journey
5(5 reviews)
$$$
Business
financial-advising
financial-advisor
About Rassler Financial
Rassler Financial is a trusted, family-owned financial advisory firm in Philadelphia, offering comprehensive wealth management and retirement planning services. For over 25 years, we've provided personalized, client-focused strategies tailored to individual circumstances, from small business owners to families navigating life transitions. Our team works seamlessly with your accountants and prioritizes education, ensuring you understand every investment decision. Known for house calls and responsive service, we build lasting relationships to secure your financial future.
Business Info
Location
230 S Broad St 17th floor, Philadelphia, PA 19102, USA
Services Offered
Retirement Planning
Tailored strategies for retirement savings and income planning throughout life stages.
Investment Management
Personalized portfolio management with education on options and risk alignment.
Life Insurance Planning
Guidance on selecting appropriate life insurance policies for family and business needs.
Small Business Financial Services
Comprehensive planning for business owners, including coordination with accountants.
Debt Management
Strategies for intelligent debt repayment, such as student loans, integrated with overall financial plans.
Annual Financial Reviews
In-person planning sessions, including house calls, to adjust strategies as life changes.
Reviews
5(5 reviews)
Rating Distribution
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Larry Puleo
via Google
about 4 years ago
My wife and I, and my son and daughter once they started working, have been clients for over 25 years. First with Shanleys' dad and mom and now with Shanley and her partner Nicolette. You won’t find a more knowledgeable, customer focused and dedicated team than Rassler Financial. They take the time to educate you about financial planning and how your strategies need to change throughout your life. They tell you what you need to know not what you want to hear. They have transformed our portfolio many times as we moved through various stages in our lives and each time, they always had our best interests at the forefront of our conversations. Throughout the year they communicate with you on a consistent basis and once a year they come to our house for a planning session. Come on who does house calls!! You want candid honest feedback. You want service with a personal touch. You want insights and reasons why and why not to invest in various financial products then do yourself a huge favor, invest the time and give them a call.
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Jeremy Wehkingvia Google
about 4 years ago
Shanley and her team have been an enormous help to me and my family. We own a small business and I didn't have a clue about where to start with these sorts of things. They have walked me through every step of the way, from the right kind of life insurance for us to retirement planning. Everything has been tailored to what suits our individual circumstances. They work seamlessly with my accountant and have made the entire process easy. I couldn't be happier with how they've set us up for the future.
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Sue Campbellvia Google
about 4 years ago
Shanley and her team allows us to sleep soundly at night knowing we are in good hands with our financial future! They are knowledgeable, caring and quick to respond to any and all requests. I highly recommend Rassler Financial.
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mary beth konefskyvia Google
about 4 years ago
My mother worked with Rassler for years and I have been for the past 2+ years. I can't say enough good things about all of the people there. They are professional, yet personable. They are highly responsive, always address any questions I have and want to make sure I am comfortable with any investment suggestions they may make and that any changes fit with my overall investment strategy. Finally someone who is willing to listen and discuss options with me instead of just telling me what they think I should do!
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Fitz Marovia Google
about 4 years ago
I (and a number of my family members and work colleagues) have been lucky enough to work with Shanley and the team at Rassler Financial for years. They helped me intelligently pay off my grad school loans, navigate clever retirement savings approaches, and answer any and all burning financial questions I have had. I count myself lucky to have such trusted partners in keeping me financially fit 👏
