Call Us: 610-485-1010 or Visit Our Office: 100 Springbrooke Boulevard, Aston, PA 19014
Service is Our Most Valuable Asset
Your Best Interest is a home town company where every client matters. Our goal is to help individuals, families, and organizations achieve their financial objectives. Multi-faceted financial expertise and exceptional customer service distinguish us from other investment firms. By integrating investment, tax, and insurance services, along with an approach that utilizes both traditional and modern solutions, we can provide clients with an individualized financial plan to derive the best possible outcome. Trust that 40 years of caring experience will work in Your Best Interest.
Our Services
Financial Planning
Reaching your financial goals is not a matter of luck, but rather a systematic, long-term approach to saving and investing. No matter your stage of life, the professionals at Your Best Interest will develop a personalized plan and continue to monitor your financial portfolio over time. Even as your goals and needs may shift, our experienced advisors make it easy to stay on track for the present and future.
Investments
At Your Best Interest, we want to get to know our clients personally and gain an understanding of each individual as an investor. This is accomplished by evaluating your risk tolerance and learning what your objectives and goals are. In doing this, we are better equipped to put together a cohesive investment plan and implement a sound investment strategy.
Retirement
For many of us, the transition from the working phase of life to the retirement phase can be perplexing. We spend most of our lives trying to accumulate investments that we will rely on to generate income in our retirement years. This requires planning and sometimes innovative solutions to stretch those dollars for as long as possible. You do not get a retirement planning do-over. Get it right the first time and achieve the retirement you've always dreamed of, with help from the professionals at Your Best Interest.
Tax Preparation & Advice
Our tax team is dedicated to providing you with exceptional service at reasonable rates. Our tax preparers stay current on tax law through continuing education and professional development. We offer convenient tax prep services that bring you through each step of the process in a comprehensible and organized manner, ensuring that each return is accurate.
Our tax department is available to assist you year round, not just during tax season. We can advise on preparing for upcoming tax years, handling estates and inheritances, and more.
Creative Solutions
Do you have a unique financial situation or goals? Perhaps you are curious about non-traditional or alternative modes of investing. At Your Best Interest, we are always exploring and adding to our expertise new ways to help our clients meet their financial goals. Connect with us - We would love to discuss your individual needs and how we can come up with a smart, creative plan to achieve your goals.
Meet Our Financial Professionals
Registered Representative / Investment Advisor Representative
Gregory S. Teal
CFP®, ChFC®, AIF®, EA
Many people have had an experience where they went to a store and were sold something they didn't want or need. That can also happen to people when they go to a financial advisor. This is often caused by a lack of advisor knowledge or skills. As a CFP® Professional, Greg is committed to continuing his education and researching new financial planning products and tools. In 2009 Greg earned his Master of Science degree in Financial Services. Greg combines this knowledge with the analytical skills he gained as an electrical engineer to develop innovative and imaginative solutions for his clients' problems.
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Greg has been married for over 25 years and has two awesome college-aged children. When Greg is not at work, he enjoys spending time with his family and being involved with his church.
Registered Representative​
Philip M. Giambri
LUTCF, CEPP, Realtor®
In 1982, Phil entered the financial services business with a small mid-western company that taught him caring for the client was not the most important thing, but the only thing. He has built his business on this philosophy and is committed to treating each client as a person, not a number. While experience, education and knowledge are extremely important to Phil, he attracts clients because of his personal and caring manner. His clients appreciate the individualized professional service they receive.
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Phil and his wife of over 50 years live in his hometown of Upper Chichester, PA. They have two daughters and two wonderful grandchildren. Phil's favorite hobbies are swimming and investing in real estate.
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Get in Touch
Reach out to discuss how we can work in Your Best Interest.
Email: ybifs@ybifs.com
Call Us: 610.485.1010