Chestnut Investment Advisory

Chestnut Investment Advisory Disclaimer: Securities offered through Triad Advisors, LLC. A registered broker/dealer. Member SIPC Visit us at www.regardingyourmoney.com

Come in and have a cup of coffee and chat with us on how to improve your financial situation. Buying a house, starting a family, college planning, looking to retirement?

03/03/2026

day March 5, 2026

Happy New Year!!  Check out our latest blog!
12/30/2025

Happy New Year!! Check out our latest blog!

George Toth at Chestnut Investment Advisory is a Certified Financial Planner, Certified Investment Management Consultant and Accredited Investment Fiduciary. This site will provide information on his background, how an investment management relationship works and pertinent articles and information o...

Tips for filing and paying income tax online.
11/21/2025

Tips for filing and paying income tax online.

Learn how to avoid tax time scams, identity theft, and phishing attacks with our tips.

CHECK OUT THE NEWEST BLOG ON OUR WEBSITE AND HAVE A WONDERFUL WEEKEND!
11/07/2025

CHECK OUT THE NEWEST BLOG ON OUR WEBSITE AND HAVE A WONDERFUL WEEKEND!

To follow on to our last writing a few months back, I want to talk about a lesser-known section of the One Big Beautiful Bill Act - the Invest America Act.

Check out the changes to the Social Security web site.
12/27/2024

Check out the changes to the Social Security web site.

If you haven't signed into your Social Security account recently, you may not be aware of the new login requirements.

Do you still need a landline?
12/17/2024

Do you still need a landline?

As I was talking with my friend and long-term client a few weeks back, the subject of landline phones came up.

Happy Thanksgiving!!  Gobble, gobble!
11/22/2024

Happy Thanksgiving!! Gobble, gobble!

As we approach the season of gratitude, we want to take a moment to express our sincere thanks to you.

Some tips on starting your journey to financial freedom, security and/or peace of mind.
11/15/2024

Some tips on starting your journey to financial freedom, security and/or peace of mind.

Hiring a financial advisor can significantly impact your financial well-being. So, how do you go about choosing the best financial advisor for your needs?

Thought this may be of interest for some of you.
10/11/2024

Thought this may be of interest for some of you.

New 529-to-Roth Rollover Option

Address

402 Bethlehem Pike
Erdenheim, PA
19038

Opening Hours

Monday 9:30am - 3:30pm
Tuesday 9:30am - 3:30pm
Wednesday 9:30am - 3:30pm
Thursday 9:30am - 3:30pm
Friday 9:30am - 3pm

Telephone

+12158364880

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