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portrait of Orit Sapir Alon
FINANCIAL ADVISOR

Orit Sapir Alon

210 N Main Street, Souderton, PA 18964opens in a new window
Accepting New Clients
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About Orit

As a seasoned financial advisor and leader with over 20 years of experience, I am passionate about exploring innovative topics such as remote parenting (beyond the traditional Empty Nesters...), optimizing financial strategies like educating young family members on reducing tuition costs, and re-designing 401(k) plans to suit all employees. Also, integrating stock option plans with deferred compensation and redefining assets to ensure all parts are in order and aligned to the overall wealth strategy.

I would love to discuss these ideas and more with you! With a unique blend of local and international experience, I'm dedicated to helping clients from diverse...

Focus Areas

  • Business Retirement Plans
  • Divorce Finances
  • Healthcare Professionals
  • College Savings
  • Employee Stock Options
  • Estate & Legacy Strategies

Work History

  • Edward JonesAugust 2024 to Current
  • Merrill Lynch, Pierce, FennerNovember 2016 to August 2024

Personal Interests

  • Pilates
  • Painting
  • Snorkeling
  • Traveling
  • Art & Theater

Team Members

  • Marci Taggart
    Sr. Branch Office Administrator

Upcoming Events

  • MAR28

    March 28 11:00AM 12:00PM

    Five Money Questions for Women - Virtual

    Five Money Questions for Women

    Learn More
  • APR25

    April 25 11:00AM 12:00PM

    Foundations of Investing - Virtual

    Foundations of Investing

    Learn More

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(215) 723-4909

Fax

(877) 301-1341

Office Address

210 N Main Street
Souderton, PA 18964opens in a new window

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