About Anthony Spangler
I have had the luxury of working for Thrivent for almost all my adult life. I’ve met many fantastic people during this time who have become clients and friends. I am here to serve you, whether you are just starting your first job, in the middle of your career or already enjoying retirement. I believe there is value in having an ongoing face to face relationship with your financial professional. In my free time I enjoy fishing, gardening, cooking, being outdoors and watching Philadelphia sports.
I specialize in helping people be more secure in areas of:
Retirement Planning
--Retirement Analysis
--Saving For Retirement
--Retirement Income Planning
--Roth IRA Conversions
--Backdoor Roth IRAs
--Tax Efficiency
Investment Management
--Portfolio Analysis
--Risk Analysis
--Portfolio Management
Medicare Insurance Planning
--Medicare Supplement Insurance (Medigap)
--Medicare Advantage (Part C)
--Medicare Part D
--IRMAA Thresholds
--Retiree Dental and Vision
Life Insurance
--Life Insurance Needs Analysis
--Term
--Variable Universal Life
--Universal Life
--Whole Life
--Second to Die Life
Charitable Giving
--Qualified Charitable Distributions (QCDs)
--Donor Advised Funds
--Charitable Life Insurance
--Charitable Remainder & Uni Trusts
--Charitable Annuities
--Endowment Management
Disability Income Insurance
Saving for College
--529 Plans
Fee Based Financial Plans
My Montgomeryville Office serves clients in surroundings areas: Abington, Ambler, Blue Bell, Bryn Athyn, Buckingham, Chalfont, Cheltenham, Collegeville, Coopersburg, Doylestown, Dublin, Elkins Park, Glenside, Harleysville, Hatboro, Hatfield, Horsham, Huntingdon Valley, Jamison, Jenkintown, King of Prussia, Kulpsville, Lansdale, Limerick, Maple Glen, New Britian, Norristown, Oreland, Perkasie, Plymouth Meeting, Quakertown, Rockledge, Roslyn, Schwenksville, Sellersville, Skippack, Souderton, Southampton, Telford, Trappe, Trooper, Warminster, Warrington, Willow Grove and more.
Book an appointment with me to start your financial journey today!
Meet My Team
Yogis Mayooran
- Title
Senior Field Practice Solutions Specialist
- Location
Remote
Lynda Reader
- Title
Advanced Field Practice Solutions Specialist
- Location
Remote
Tanya Verhagen
- Title
Field Practice Solutions Specialist
- Location
Remote
Daniel Chalmers
- Title
Field Practice Solutions Specialist
- Location
Remote
Stacy Beyer
- Title
Field Practice Solutions Specialist
- Location
Remote
Chrissie Oettinger
- Title
Field Practice Solutions Specialist
- Location
Remote