Broker Check

Bilger & Co., CPA's

(215) 536-1040

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues 
  • Risk management*

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s the best approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

*These services are offered by David Bilger through his affiliation with H.D. Vest.

 
David is the owner of the firm and has been practicing public accounting since 1976. He is a graduate of Bloomsburg University and is a current member of the Pennsylvania Institute of Certified Public Accountants, Pennsylvania Society...

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Barbara has worked in public accounting for over 25 years. She is a graduate of De Sales University, Center Valley Pa. Currently she is a member of the Pennsylvania Institute of Certified Public Accountants and President of the Lehigh...

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Tereasa Leight

Administrative Assistant and Bookkeeper

(215) 536-1040

(480) 287-8480

Tereasa is the company's administrative assistant and bookkeeper. She began employment with the firm in January of 2001. Prior employment includes marketing, bookkeeping, accounts receivable and payable, and secretarial experience....

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Aaron has worked in public accounting for over 10 years. His primary market has been small to medium size businesses in many different industries. He is a graduate from Eastern University and is currently a member of the American...

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