Voya Financial Advisors of Philadelphia

Voya Financial Advisors of Philadelphia is a financial planner in Philadelphia, PA. The firm operates as an independent boutique wealth management practice, providing clients with the familiarity of a large national brand alongside the flexibility of a local office. It serves individuals and businesses with full-service independent financial planning, focusing on retirement, wealth management, tax planning, and estate planning. The practice utilizes an open architecture and unbiased approach to create custom financial plans that evolve as clients grow, helping them live the life they envision through retirement. The team includes Lawrence S. Tundidor, CFP, AIF, AAMS, AWMA, who is the founder of the group; Justice Smith, CFP, EA; Tim Driscoll, CHFC, CLU; Michael Panagis, CRPC; and Madison Horowitz, RN. Lawrence Tundidor holds a degree in Economics and a minor in Consumer Psychology from the Wharton School at the University of Pennsylvania. He has received Five-Star Wealth Managers Awards featured in Fortune Magazine, The Wall Street Journal, and Philadelphia Magazine. The firm offers a free trial of AdviceWorks to provide a holistic view of all financial accounts, helping clients track budgets, goals, and progress. Specific services include retirement and income planning, insurance planning, education funding, investment planning with tax-sensitive strategies, employee and executive benefits, and estate planning solutions designed to minimize tax and fee impacts on asset transitions.

The Philadelphia location is situated at 1800 John F Kennedy Blvd Suite 300. It sits directly on John F. Kennedy Boulevard, with Market Street just a short distance away. The office is located near the Ralph J. Roberts Forum, The Comcast Experience public artwork, and The Universal Sphere cinema, all within a few hundred meters of the suite.

As a financial planner in Philadelphia, the firm stands out for its personalized fiduciary approach and the specific professional credentials of its advisors, offering a tailored alternative to generic financial solutions in the city.

Services:

• Estate Planning
• Holistic Financial Planning
• Retirement Planning
• Tax Planning
• Wealth Management