Financial Advisor

Financial Advisor

When it comes to your financial future, it’s essential to work with someone who truly understands you, your needs, your goals, and your vision. We take a thoughtful, step-by-step approach to help you define what matters most and develop customized strategies to support your success.

Let’s connect and explore how personalized guidance can make a meaningful difference in your financial journey.

Co-Founder

Co-Founder

Tesla Payments is a trusted credit card processing company offering fast, secure, and cost-effective payment solutions tailored to your business needs. Whether you’re in e-commerce, retail, hospitality, or professional services, we make accepting payments easy with seamless integration across mobile, online, and in-person platforms.

Our services include business-to-business payment processing, electronic invoicing, and industry-specific solutions for restaurants, retail stores, and more. We also support charitable and non-profit organizations by enabling them to accept donations electronically through credit cards, e-checks, or ACH, helping them maximize fundraising efforts with modern, reliable tools.

At Tesla Payments, we deliver technology-driven solutions backed by personalized service so your business can grow with confidence.

VP, Retail Office Manager

VP, Retail Office Manager

WSFS Bank is the oldest and largest bank and trust company headquartered in the Delaware Valley, proudly serving communities since 1832. With 76 offices across Delaware, Pennsylvania, Virginia, and Nevada, we offer comprehensive financial services including commercial banking, retail banking, cash management, and trust and wealth management.

As one of the ten oldest banks in the United States still operating under its original name, WSFS combines deep local roots with national capabilities and global reach. Whether you’re planning for your future, buying a home, or growing a business, WSFS is here to help you achieve your goals.

As the leading locally headquartered bank and wealth management franchise in the Greater Philadelphia and Delaware region, our mission is grounded in community. When we do well, our community does well and when our community thrives, so do we.

WSFS Bank: Local knowledge. National strength. Personal service.

Business Development

Business Development

Propell: Your Financial Lift Since 1952

Formerly known as BHCU, Propell was founded on a simple yet powerful promise: to accelerate economic progress and help our communities thrive. Since 1952, we’ve proudly supported local individuals and families on their path to financial freedom.

As we’ve grown, so has our impact. Today, Propell also champions the success of small businesses—designing tailored banking solutions that meet the unique needs of entrepreneurs and underserved markets.

Our evolution brings a renewed commitment to innovation and personalized care. From cutting-edge digital tools to expanded partnerships, we’re building stronger member experiences that empower progress.

What hasn’t changed is our mission: to provide the financial tools, resources, and human support our members need to succeed—every step of the way.

At Propell, we’re not just your credit union. We’re your partner in possibility.

Owner

Owner

LeGault Financial Services (LFS) is a family-owned accounting firm that has proudly served clients since 2003. Led by a Certified Public Accountant and Certified Financial Examiner, we support individuals, entrepreneurs, and small to mid-sized businesses across Pennsylvania and throughout the United States.

Our mission is simple: treat clients the way we want to be treated. We offer expert financial services with personalized attention and flexible options, including in-office, online, and on-site support.

LFS provides full-service business support, including business formation and licensing guidance, bookkeeping, accounting, and payroll management. Our turn-key operations allow us to serve as your back-office accounting department—handling everything from budgeting and bill payments to tax filings and financial reporting. We also manage business tax preparation and compliance audits, and conduct financial reviews and internal audits for those expanding, applying for loans, or purchasing a business.

For individuals, we offer comprehensive tax preparation services at the federal, state, and local levels. We help clients manage household budgets, track spending, and plan for the future through financial consulting and personal financial management. Our tax and estate planning services are designed to reduce tax burdens and help clients prepare for life’s important transitions.

With over two decades of experience, LeGault Financial Services combines trusted expertise with a commitment to building long-term relationships. Whether you’re a business owner or an individual looking for reliable financial support, we’re here to help you gain clarity and control over your finances.