Contact Us
Let's start a
conversation.
No pitch. No obligation. Just an honest conversation about where you are, where you want to go, and whether we are the right fit.
Reach the right person
Email us directly.
Every message goes straight to the person named — no shared inbox, no ticket queue. If you are not sure who to contact, Kevin or Mitch is the right place to start.
Kevin Kane
Branch Manager
Nicole Lucas
Operations Specialist
Bridgett Kane
Operations Associate
Cornelius O’Kane
Office Assistant
Leslie Tomczyk
Operations Assistant
Alisha Rothwell
Operations Assistant
Reach us directly
Phone
Toll-Free
Fax
215-887-9986
Office
633 North Easton Road
Glenside, PA 19038-9518
246 W. Broad St, Ste. 103
Quakertown, PA 18951 (by appointment only)
Office Hours
Mon–Thu: 8:30 AM – 5:00 PM
Fri: 8:30 AM – 4:30 PM
Evenings by appointment
What to expect.
- 1A personal response
Kevin or Mitch will follow up directly — not a staff member or an auto-responder. - 2A 30-minute discovery call
We learn about your situation and goals. You learn how we work. No pressure. - 3A clear next step
If there is a fit, we will outline what working together would look like.
Our offices
Two places to meet.
Glenside
633 North Easton Road
Glenside, PA 19038
Mon–Thu, 8:30 AM – 5:00 PM ET
Fri, 8:30 AM – 4:30 PM ET
Not sure where to start?
Take our retirement readiness quiz.
Five minutes. Seven questions. A stage profile that helps us have a more productive first conversation.