Schmerling Financial group is a family owned and operated financial services firm. We help families, individuals and businesses develop and follow through on clear, purposeful plans to achieve their goals – financial or otherwise. As an independent firm, we’re not driven by sales quotas or commissions; our financial plans are tailored to each client’s unique needs.

Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

Joseph M. Schmerling, CPA, CFP®, RICP® – Wealth Management Advisor
Neil G. Schmerling, CPA, PFS, CFP®, RICP®, CLU® – Owner & Wealth Management Advisor
Tami Hindman – Client Service Associate
Lucy Detwiler, CFP® – Associate Wealth Advisor

261 Old York Road
Suite 514
Jenkintown, PA 19046

Schmerling Financial Group

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