We are often asked by our clients for a trusted professional recommendation, or they tell us about a service experience they felt was exceptional. Below is a list of professional referrals that may be helpful at some point. In many cases, we have met or worked with these people personally, but not in all areas. Some came to us from a satisfied client, while we learn of others due to their reputation in the community. Due to individual preferences, we encourage you to consult with at least 2 alternatives, as we cannot guarantee that a service experience will continue to be amongst the highest standard of care.

In addition to referrals that can help in your financial life, we also understand that quality of life encompasses many areas including your health, living arrangements and transportation, technology, and computer service requests, and even getting rid of the stuff we tend to accumulate over a lifetime. Furthermore, we believe that vitality and quality of life does not have to diminish as we age. We have compiled a list of companies and/or people in areas such as:

  1. Advocates - For each season of life, including golden agers
  2. Placement Agencies – To Help with Living Choices in the latter seasons.
  3. In Home Care Alternatives
  4. Transportation
  5. Move Managers and Professional Organizers
  6. Occupational and physical therapists for in home consultations and guidance.
  7. Auction Houses
  8. Technology and Computer Services
  9. End of Life Guidance


Bruce Boylston Boylston, Powers, Trago, LLC (610) 701-0500 x112
Donna Urian Fischer Cunnane & Associates, LLC (610) 431-1003

Elder Care Attorney

Linda Anderson Anderson Elder Law (610) 566-4700
Guy Matthews Eckell Sparks Attorneys at Law (484) 842-0363
Kristen Matthews Kristen Matthews Law (484) 874-2987

Estate Planning Attorney

Robert Cohen Riley Riper Hollin & Colagreco (610) 458-4400
Andy Dohan Wisler Pearlstine, LTD (610) 722-5800
David Frees Unruh, Turner, Burke & Frees (610) 933-8069
Stacey Willits McConnell Lamb, McErlane Attorneys (610) 430-8000

Mortgage Broker

Provident Funding Associates L.P. 408-766-5842
Key Financial Inc. Clients can use Mortgage Benefit Discount Code: M701F2781. By using the discount code, our clients that take out a loan with Provident Funding will receive .25% off their closing costs – which can translate into savings of typically $750-$1500 (dependent on loan amount).
Residential Mortgage Service, Inc. (484) 713-1872

In Home Health Care

Senior Home Health Care Services of Exton Exton, PA (484) 268-1645
Home Instead Senior Care West Chester, PA (610) 431-7877

Respite Care and Skilled Nursing Resources and Facilities

Freedom Village Coatesville, PA (610)709-5121
Chester County Dept of Aging Services West Chester, PA 1-800-692-1100. Ext 6350
Barclay Friends West Chester, PA (610) 696-5211
Kendall at Longwood Kennett Square, PA (610) 388-7001
Harrison House Multiple locations in Chester County (610) 384-6310

Medical Insurance

Rich or Jill Ohler* Spring City, PA (484) 369-9707 or (484) 792-1179
John McDonnell* Wilmington, DE (856) 952-1517 or (302) 655-1331
*Specializes in Medicare
Daniel Batty Exton, PA (484) 348-6205

Property & Casualty Insurance


Commercial Real Estate

Paul French Avison Young (610) 276-1083
Scott Gabrielsen CBRE (610) 727-5913

Residential Real Estate

Erinn Hazley Berkshire Hathaway/Fox & Roach Realtors (610) 429-2281
Lone Spillard Compass RE (267) 435-8015