TOP 30 Best Advisor team in Wilkes-Barre, Pennsylvania

Morgan Stanley Financial Advisors is a leading finance institution located at 1065 Pennsylvania 315, Wilkes-Barre, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert wealth management services. With a strong reputation for excellence and a commitment to client satisfaction, Morgan Stanley Financial Advisors is the trusted partner you need for all your financial needs. Contact us today to schedule a consultation and start planning for a secure financial future.

The Murray Team at Morgan Stanley is a renowned finance institution located at 1065 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. With a team of experienced financial advisors, they offer a wide range of services including investment management, wealth planning, retirement planning, and more. Their commitment to providing personalized solutions and expert guidance makes them a trusted partner for individuals and businesses looking to secure their financial future. Visit The Murray Team at Morgan Stanley for all your financial needs.

Northwestern Mutual - Scranton/Wilkes-Barre is a leading financial institution located at 52 Glenmaura National Boulevard in Moosic, Pennsylvania, United States. Specializing in providing comprehensive financial planning, investment strategies, and insurance solutions, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their future. With a team of experienced financial advisors, Northwestern Mutual offers personalized services tailored to each client's unique needs. Whether you are planning for retirement, saving for your children's education, or protecting your assets, Northwestern Mutual is committed to providing expert guidance and support every step of the way.

Merrill Lynch Financial Advisor Stephen J Rosenthal is a finance institution located at 600 Baltimore Drive, Wilkes-Barre, Pennsylvania, United States. The Youngman, Rosenthal & Shaffer Wealth Management Group at Merrill Lynch is dedicated to providing exemplary client service and has been recognized as one of Forbes "Best-in-State Wealth Management Teams" in 2023 and 2024. With over 145 years of combined experience, the team is committed to helping clients achieve their financial goals, whether it be retirement planning, education funding, home purchasing, or estate planning. They take the time to understand each client's unique needs and design a customized wealth management plan to help them pursue their personal financial goals while managing investment risk. The institution offers personalized investment strategies and comprehensive financial solutions to address the evolving needs and priorities of clients. Merrill Lynch Wealth Management Advisors prioritize building strong client relationships based on trust and personalized service, helping clients navigate the complexities of their financial lives and achieve their goals.

Merrill Lynch Financial Advisor Charles L Youngman is located at 600 Baltimore Drive in Wilkes-Barre, Pennsylvania, United States. This finance institution is part of the Youngman, Rosenthal & Shaffer Wealth Management Group and is supported by the global resources of Merrill. With over 145 years of combined experience, the team at Merrill Lynch is dedicated to helping clients achieve their financial goals, whether it's planning for retirement, funding education, purchasing a home, or estate planning. The advisors at Merrill Lynch focus on building strong client relationships based on trust and personalized service. They believe in using wealth to help turn goals into reality, and offer customized wealth management plans to help clients pursue their personal financial goals while managing investment risk. The institution uses the Investment Personality Assessment to understand clients better as investors and tailor financial approaches accordingly.

Wells Fargo Advisors is a finance institution located at 1230 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. As a trusted name in the financial industry, Wells Fargo Advisors offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced advisors, they provide personalized financial planning, investment management, and wealth management solutions. Whether you are looking to build your portfolio, plan for retirement, or save for the future, Wells Fargo Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Mathew D Shaffer is a finance institution located at 600 Baltimore Drive, Wilkes-Barre, Pennsylvania, United States. The institution is part of the Youngman, Rosenthal & Shaffer Wealth Management Group and is supported by the global resources of Merrill. The team of advisors at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The advisors have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. With over 145 years of combined experience, the team at Youngman, Rosenthal & Shaffer Group is committed to helping clients achieve their financial goals, whether it's planning for retirement, funding education, purchasing a home, or estate planning. The advisors take the time to ask questions and listen carefully to understand each client's unique financial situation and goals. Together, they design and implement a customized wealth management plan to help clients pursue their personal financial goals while managing investment risk.

Doran Lisa M is a finance and law institution located at 69 Public Square in Wilkes-Barre, Pennsylvania, United States. Specializing in legal and financial services, Doran Lisa M provides expert advice and support to clients in need of legal representation and financial guidance. With a team of experienced lawyers and financial experts, they are dedicated to helping individuals and businesses navigate complex legal and financial matters with professionalism and integrity. Contact Doran Lisa M for all your legal and financial needs.

Jennifer West - State Farm Insurance Agent is a trusted institution located at 1118 Pennsylvania 315 in Wilkes-Barre Township, Pennsylvania. Specializing in providing life, auto, home, business, and health insurance to Pennsylvania residents, Jennifer West and her team have over 22 years of combined experience in the insurance industry. After a personal experience with a car accident in 2010, Jennifer understands the importance of having the right insurance protection in place. At Jennifer West State Farm, customers can expect personalized and needs-based coverage to ensure they are prepared for any unexpected moments. Whether it's in person or through virtual appointments, the team is dedicated to providing comprehensive and honest insurance solutions. Additionally, the institution offers valuable tips on topics such as drunk driving prevention, playground safety, and proper handwashing techniques.

Len Mudlock - State Farm Insurance Agent is an insurance agency located at 647 Pennsylvania 93 in Sugarloaf, Pennsylvania, United States. Len Mudlock and his experienced team offer a range of insurance services including auto insurance, homeowner’s insurance, renter’s insurance, life insurance, boaters insurance, business insurance, and financial services. Len Mudlock, a Pennsylvania native and finance graduate from Pennsylvania State University, is dedicated to providing the right protection for customers in Sugarloaf, Conyngham, Hazelton, Wilkes-Barre, Pittston, and Luzerne, Carbon, Schuylkill, Columbia, Lackawanna, and Monroe counties. The agency is actively involved in supporting local community organizations and events. Whether you are looking for insurance coverage or financial services, Len Mudlock - State Farm Insurance Agent is here to help you prepare for life’s unexpected events. Visit their office, call, click, or text to meet the amazing team and secure your protection today.

Cruz Insurance LLC is a trusted insurance agency located at 200 Spring Street in Wilkes-Barre, Pennsylvania, United States. We specialize in providing personalized insurance solutions to meet the unique needs of our clients. With a team of experienced agents, we offer a wide range of insurance products including auto, home, life, and business insurance. Our mission is to provide exceptional customer service and help our clients protect what matters most to them. Contact us today to learn more about how we can help you find the right insurance coverage for your needs.

H&R Block is a trusted accounting and finance institution located at 762 Sans Souci Parkway in Wilkes-Barre, Pennsylvania, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and accounting assistance. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions to meet your needs. Visit us today to experience top-notch financial services in a welcoming and professional environment.

Liberty Tax is a finance institution located at 30 South Main Street in Wilkes-Barre, Pennsylvania. We specialize in tax preparation services to help individuals and businesses navigate the complexities of tax laws and maximize their refunds. Our team of experienced professionals is dedicated to providing accurate and reliable tax assistance in a friendly and efficient manner. Whether you need help with filing your taxes, resolving tax issues, or planning for the future, Liberty Tax is here to help you every step of the way. Visit us today to experience the freedom of stress-free tax preparation.

Tony Gallis Jr. State Farm Insurance Agent is located at 1611 Sans Souci Parkway in Wilkes-Barre, Pennsylvania. As a 2nd Generation State Farm Agent, we are dedicated to providing exceptional insurance services to the community of Luzerne County. Our team of professionals is committed to meeting all your insurance needs with care and expertise. We have received prestigious awards and designations for our commitment to excellence and continuous learning in the insurance industry. We offer a wide range of insurance products, including Auto, Home, Life, Health, Commercial Auto, Business, Renters, Condo, Boat, Recreational Vehicles, Motorcycles, Trailers, and Personal Articles. Our goal is to make insurance accessible and understandable to residents in Luzerne and Lackawanna County, as well as surrounding areas in Pennsylvania.

Ken Pollock Nissan Service Center is a top-notch car repair and maintenance facility located at 229 Mundy Street in Wilkes-Barre Township, Pennsylvania. Our experienced technicians are dedicated to providing exceptional service for all Nissan vehicles, ensuring they run smoothly and efficiently. From oil changes and tire rotations to engine repairs and brake replacements, our team is equipped to handle any automotive issue with precision and expertise. Visit our store today for all your Nissan service needs and experience the quality care and attention to detail that sets us apart from the rest.

Bankers Life is a finance, health, and insurance agency located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, Washington National Insurance Company, and partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. Planning for long-term care is crucial as healthcare costs rise, and our team is here to help you prepare for the future. We are currently recruiting agents, managers, and investment professionals who are passionate about helping others achieve financial security in retirement. Our award-winning training programs and flexible schedules provide a path to success in your local branch office. Join us at Bankers Life and achieve more in your career.

Sabatini Law Firm, LLC is a reputable finance and legal institution located at 67 Public Square in Wilkes-Barre, Pennsylvania, United States. Specializing in providing expert legal services in various areas of law, including finance, the firm is dedicated to helping clients navigate complex legal issues with confidence and expertise. With a team of experienced lawyers, Sabatini Law Firm, LLC is committed to providing personalized and effective legal solutions tailored to meet the unique needs of each client. Whether you are in need of legal advice for a financial matter or require representation in a legal dispute, Sabatini Law Firm, LLC is here to help.

Attorney Carl E Frank is a prestigious law firm located at 8 West Market Street in Wilkes-Barre, Pennsylvania. Specializing in finance and legal matters, Attorney Frank and his team provide expert counsel and representation for a wide range of legal issues. With a strong track record of success and a commitment to client satisfaction, Attorney Carl E Frank is a trusted name in the legal community. Whether you are in need of financial advice, estate planning, or representation in a legal dispute, Attorney Carl E Frank is here to help. Contact us today to schedule a consultation.

Merrill Lynch Wealth Management, located at 600 Baltimore Drive in Wilkes-Barre, Pennsylvania, is a leading finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. With years of combined knowledge and experience, our financial advisors provide strategies for retirement income planning, guidance on investments, estate planning services, and more. We are committed to client satisfaction and helping you achieve your long-term financial goals. Our advisors are supported by the resources of Merrill Lynch Wealth Management and Bank of America to provide you with the best financial solutions. Through our charitable outreach, we support the communities where we live and work. Whether you are just starting your career or looking for a new opportunity, consider joining our team of dedicated advisors who receive professional training and mentoring. Trust Merrill Lynch Wealth Management to help you navigate the complexities of the financial world and reach your financial and life goals.

R J Financial Services is a reputable accounting and finance institution located at 1015 Sively Street in Wilkes-Barre, Pennsylvania, United States. With a team of experienced professionals, we offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Our commitment to excellence and personalized approach sets us apart from the rest, making us a trusted partner for individuals and businesses seeking expert financial guidance. Contact us today to see how we can help you achieve your financial goals.

Chancellor Financial Group is a leading finance institution located at 60 Public Square in Wilkes-Barre, Pennsylvania, United States. With a team of experienced financial experts, Chancellor Financial Group offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Chancellor Financial Group is dedicated to providing personalized solutions to meet your needs. Trust Chancellor Financial Group to help you navigate the complexities of the financial world and secure a prosperous future.

John Cyprich, Bankers Life Agent and Bankers Life Securities Financial Representative, located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania, is your go-to insurance agency for all your insurance needs. John Cyprich, a Financial Advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., offers a wide range of insurance options from core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. At John Cyprich, you can find the right Medicare Advantage plan to suit your needs. Medicare Advantage (Part C) is an all-in-one alternative to Original Medicare Parts A and B, offering similar coverage with the added benefit of prescription drug coverage (Part D). With annual maximum out-of-pocket limits and some plans offering premiums as low as $0 per month, our agents can help you compare and choose the best plan for you.

Quinn Payroll Solutions is a leading accounting and finance institution located at 1112A Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. Specializing in payroll services, tax preparation, and financial consulting, Quinn Payroll Solutions is dedicated to providing top-notch financial solutions for businesses of all sizes. With a team of experienced professionals, clients can trust Quinn Payroll Solutions to handle all of their accounting and finance needs with precision and expertise.

Lawrence-Cable & Co LLP is a reputable accounting and finance institution located at 106 South Main Street in Wilkes-Barre, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, auditing, or financial planning, Lawrence-Cable & Co LLP is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.

Agencia Latina is a trusted accounting and finance institution located at 418 Hazle Street in Wilkes-Barre, Pennsylvania. Our team of professionals is dedicated to providing top-quality financial services to our clients, including tax preparation, bookkeeping, and financial planning. With years of experience and a commitment to excellence, Agencia Latina is the go-to destination for individuals and businesses seeking expert financial guidance. Visit us today to see how we can help you achieve your financial goals.

Nicholas Gallagher, Bankers Life Agent is an insurance agency located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania, United States. The institution offers a range of insurance services, including financial planning and advisory services. With a team of experienced professionals such as Patricia Borger, Alec Bradican, and Darryl Cariati, clients can expect personalized and knowledgeable assistance in navigating their insurance needs. Whether it's retirement planning, investment strategies, or life insurance policies, the team at Nicholas Gallagher, Bankers Life Agent is dedicated to helping clients secure their financial future. Additional representatives such as Brianna Cherkas, John Cyprich, and Tiffany Cyprich provide further expertise in insurance sales and financial advisory services. From unit field trainers like Uma Lewis to branch sales managers like Derek Sheruda, the institution offers a diverse range of professionals to cater to every client's individual needs. Visit Nicholas Gallagher, Bankers Life Agent for comprehensive insurance solutions and expert guidance in managing your finances.

Welcome to ESSA Bank & Trust, your trusted financial partner located at 975 Pennsylvania 390, Cresco, Pennsylvania. We are a full-service bank dedicated to providing exceptional banking services to individuals, businesses, and communities throughout the region. As a Member FDIC institution, we offer a wide range of deposit products and financial services tailored to meet your needs. At ESSA Bank & Trust, we understand the importance of convenience and accessibility. While our corporate offices and branches will be closed in observance of Labor Day on Monday, September 2, 2024, our online banking and mobile apps remain available 24/7 to assist you with your banking needs anytime, anywhere.

Susan Long, Bankers Life Agent is an insurance agency located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania, United States. The institution offers a wide range of insurance products and services to help individuals and families protect their financial future. With a team of experienced professionals, including Financial Representatives, Insurance Sales Representatives, Financial Advisors, and Branch Sales Managers, Susan Long, Bankers Life Agent is dedicated to providing personalized and comprehensive insurance solutions. Whether you are looking for life insurance, retirement planning, or long-term care coverage, the team at Susan Long, Bankers Life Agent is here to help. Contact us today to discuss your insurance needs and secure your financial well-being.

Dave's Tax Services is a trusted accounting and finance institution located at 596 North Main Street in Wilkes-Barre, Pennsylvania. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Our dedicated staff is committed to helping our clients navigate the complexities of tax laws and regulations to ensure their financial success. Whether you need assistance with tax preparation, planning, or consulting, Dave's Tax Services is here to help. Contact us today to schedule an appointment and let us take the stress out of tax season.

Musto Tax & Insurance Services is a reputable finance institution located at 1065 Pennsylvania 315 in Wilkes-Barre, Pennsylvania. Specializing in tax preparation and insurance services, our knowledgeable team is dedicated to providing personalized financial solutions to meet the unique needs of our clients. With a commitment to excellence and customer satisfaction, Musto Tax & Insurance Services is your trusted partner in achieving your financial goals.