Alternative investments in Pennsylvania
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Cottman Trading Post
Cottman Trading Post is a unique finance store located at 2816 Cottman Avenue in Philadelphia, Pennsylvania. This institution offers a wide range of financial services, including currency exchange, money transfers, and investment opportunities. In addition to their financial services, Cottman Trading Post also operates as a store, offering a variety of products for purchase. With a convenient location and a friendly staff, Cottman Trading Post is the go-to destination for all your financial needs in Philadelphia.
HMC Financing LLC
HMC Financing LLC is a finance institution located at 1605 Old Route 18 in Wampum, Pennsylvania, United States. Specializing in providing financial solutions to businesses and individuals, HMC Financing LLC offers a range of services including loans, investments, and financial planning. With a team of experienced professionals, HMC Financing LLC is dedicated to helping clients achieve their financial goals and secure their future.
Joseph Schaaf, Bankers Life Agent and Bankers Life Securities Financial Representative
Joseph Schaaf, Bankers Life Agent and Bankers Life Securities Financial Representative, located at 3939 West Ridge Road in Erie, Pennsylvania, offers a wide range of insurance options through Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Joseph Schaaf is a Financial Advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., specializing in Medicare Advantage plans to help clients find the right coverage. Medicare Advantage Plans provide all-in-one alternatives to Original Medicare Parts A and B, with the option of prescription drug coverage and affordable premiums. With the increasing need for long-term care planning as people live longer and health care costs rise, Joseph Schaaf is dedicated to helping clients prepare for the future and have important discussions with their loved ones. Contact Joseph Schaaf today to start planning your next steps.
Fifth Third Asset Management Inc
Fifth Third Asset Management Inc is a finance institution located at 650 Ridge Avenue in Carnegie, Pennsylvania, United States. As a leading asset management firm, Fifth Third offers a wide range of investment services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Fifth Third Asset Management Inc is dedicated to providing innovative solutions and expert advice to help clients navigate the complexities of the financial market.
Laurel Capital Corporation
Laurel Capital Corporation is a finance institution located at 6600 Brooktree Court in Wexford, Pennsylvania, United States. Specializing in a wide range of financial services, Laurel Capital Corporation is committed to providing top-notch financial solutions to individuals and businesses. With a team of experienced professionals, they offer personalized services to help clients achieve their financial goals. Whether you are looking for investment opportunities, loans, or financial planning advice, Laurel Capital Corporation is dedicated to helping you navigate the complex world of finance with confidence.
AmeriServ Financial Bank
AmeriServ Financial Bank is a trusted financial institution located at 6858 Pennsylvania 711 in Seward, Pennsylvania. As a full-service bank, AmeriServ offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. With convenient ATM access and a commitment to personalized customer service, AmeriServ Financial Bank is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the difference that AmeriServ can make in your financial future.
John Cyprich, Bankers Life Agent and Bankers Life Securities Financial Representative
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.
Merrill Lynch Financial Advisor Stephen L Hudacek
Merrill Lynch Financial Advisor Stephen L Hudacek, located at 417 Lackawanna Avenue in Scranton, Pennsylvania, is a finance institution that caters to clients at every stage of their lives. The Hudacek, Leibman & MacGregor Group serves successful individuals in Eastern Pennsylvania and ten other states, including business owners, attorneys, physicians, and accountants. The team of professionals at this institution focuses on building enduring relationships with clients and their families, simplifying financial matters, and providing easily understood recommendations through frequent discussions. The institution's main objective is to help clients achieve their #1 goal of retirement by identifying and prioritizing objectives, setting actionable strategies, and offering education on financial matters. The team also specializes in helping business owners nationwide manage their 401k plans, defer income, minimize tax consequences, and provide guidance on government regulations. Additionally, they hold meetings with employees to address their financial needs strategically, operationally, and financially.
Creative Capital Wealth Management Group
Creative Capital Wealth Management Group is a top national financial advisory firm located at 1208 Kimberton Road, Chester Springs, Pennsylvania, United States. Specializing in accounting and finance, we offer a trademarked retainer-based financial plan known as the Milestone Clarification ProcessTM (MCPTM). This unique program is customized to cover all aspects of your wealth management journey, without requiring assets to be managed by us or products to be purchased by you. Our financial planning services are designed to provide you with confidence in your long-term financial plan, whether it confirms you are on the right path or suggests adjustments. Our experienced advisors listen to your needs and goals to build a portfolio that aligns with your objectives. We offer access to alternative investments and long-standing relationships with top providers in the industry.
Merrill Lynch Financial Advisor Stacy L MacGregor
Merrill Lynch Financial Advisor Stacy L MacGregor is a finance institution located at 417 Lackawanna Avenue, Scranton, Pennsylvania, United States. The institution, part of The Hudacek, Leibman & MacGregor Group, serves clients at every stage of their lives, including successful individuals residing in Eastern Pennsylvania and ten other states. The clients range from business owners, attorneys, physicians, to "millionaires next door" who have diligently saved and sacrificed. The multi-generational team of professionals builds enduring relationships with clients and their families, providing simplified financial advice and recommendations through frequent discussions. The institution's primary focus is on helping clients achieve their retirement goals and concerns, offering rigorous planning-based approaches and tailored strategies for each individual. The team at Merrill Lynch places a strong emphasis on managing risk, ensuring that clients' portfolios reflect no more risk than necessary to achieve their goals. Through a combination of tax-aware investment management, asset allocation, and alternative investments, the institution aims to grow and preserve clients' wealth while minimizing tax exposure. Additionally, the team at Merrill Lynch believes that financial success can be achieved by making investment-related decisions that align with personally meaningful goals. By listening to clients' goals and concerns, the team helps clients explore and prioritize their most cherished financial objectives, providing a disciplined, planning-based approach to financial planning. With a focus on optimizing both sides of clients' balance sheets – assets and liabilities – Merrill Lynch Financial Advisor Stacy L MacGregor strives to help clients achieve financial and emotional wellness.
Merrill Lynch Financial Advisor Jude J Leibman
Merrill Lynch Financial Advisor Jude J Leibman, located at 417 Lackawanna Avenue in Scranton, Pennsylvania, is part of The Hudacek, Leibman & MacGregor Group. They cater to successful individuals in Eastern Pennsylvania and other states, including business owners, attorneys, physicians, and accountants. The team, comprised of professionals from different generations, focuses on building lasting relationships with clients and their families. They simplify financial matters and offer personalized recommendations through regular discussions and education. The group's primary focus is on helping clients achieve their retirement goals and financial objectives. They offer planning-based strategies to assist clients in areas such as college savings, liquidity events, and real estate investments. For business owners with 401k plans, they provide guidance on deferring income and minimizing tax consequences while ensuring employee benefits.
ACT Capital Management LLC
ACT Capital Management LLC is a finance institution located at 100 West Lancaster Avenue in Wayne, Pennsylvania, United States. Specializing in growth stocks with disruptive products, ideas, and innovation, we are optimistic about the future of medical and technological advancements. Our portfolio manager has over thirty years of investment experience and has been with ACT Capital for more than seventeen years. Whether you have questions or are interested in investing with us, feel free to reach out and arrange a meeting at our office in Suite 110.
Merrill Lynch Financial Advisor Robert J. McKiernan
Merrill Lynch Financial Advisor Robert J. McKiernan, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, is a finance institution that primarily works with High-Net-Worth Individuals, Families, and Institutions, as well as Working & Retired Professionals and Senior Executives across the country. They focus on exploring seven priorities with clients, including managing healthcare expenses, home investments, family care, leisure activities, charitable giving, work in retirement, and financial goals. The institution collaborates with other trusted professionals to help clients pursue their goals, utilizing the investment insights of Merrill and the banking convenience of Bank of America. Services offered include asset allocation, investment management, traditional and alternative investment selection, bank financing, trust and estate planning, and cash flow management.
Merrill Lynch Financial Advisor Daniel P. McKiernan
Merrill Lynch Financial Advisor Daniel P. McKiernan is a finance institution located at 2 Bala Plaza, Bala Cynwyd, Pennsylvania, United States. Specializing in working with High-Net-Worth Individuals, Families, and Institutions, as well as Working & Retired Professionals and Senior Executives across the country, the institution focuses on seven key priorities: Health, Home, Family, Leisure, Giving, Work, and Finance. They offer services such as Asset Allocation, Investment Management, Traditional and Alternative Investment Selection, Trust and Estate Planning, and Cash Flow Management. With a team of experienced professionals, Merrill Lynch aims to provide personalized wealth management strategies tailored to each client's unique goals and financial situation. Recognized by Forbes as "Best-in-State Wealth Advisors," Merrill Lynch Financial Advisor Daniel P. McKiernan is committed to delivering exemplary client service and helping clients achieve their financial objectives.
PMG Advisors
PMG Advisors, located at 201 King of Prussia Road in Radnor, Pennsylvania, is a leading minority-owned fixed income manager in the United States. As a subsidiary of Beltraith Capital, LLC, PMG Advisors focuses on acquiring and developing emerging institutional investment management firms. With a commitment to excellence and growth, PMG Advisors is dedicated to providing top-notch financial services to its clients.
Wellington Management Company LLP
Wellington Management Company LLP is a leading independent asset manager with headquarters in Boston and a global presence in international and Asian financial centers. As a privately held firm, we prioritize long-term investment strategies and accountability to our clients. Our collaborative culture fosters innovation and independent thinking, allowing our investors to leverage a wealth of intellectual capital for portfolio decisions. With a focus on sustainable investment practices and alternative solutions, we strive to meet our clients' evolving needs across various sectors. Our commitment to diversity, equity, and inclusion is reflected in our Global Diversity, Equity, and Inclusion Report. Recognized for our impact investing efforts, we continue to set high standards for materiality and measurability. Our dedication to excellence is evident in our accolades, including the recent recognition of our Global Impact Fund at the Environmental Finance 2022 Impact Awards. Join us in exploring the world of finance through our insights, podcasts, and interviews with industry experts.
Harvey Seese Wealth Advisory
Harvey Seese Wealth Advisory is a finance institution located at 100 Front Street in West Conshohocken, Pennsylvania, United States. They are dedicated to meeting the dynamic needs of each client at every stage of wealth accumulation. Their team provides tailored solutions to unique challenges, offering an elevated level of service. Through fireside chats and expert guidance, they empower decision-making and provide seamless financial management for families and individuals. They offer a comprehensive suite of financial solutions, ensuring stability for today and the future. With bespoke investment strategies and access to a wide range of traditional and alternative investments, clients can achieve their financial objectives with confidence. As an extension of your team, they review your full financial picture and connect you to resources for holistic and relevant advice. Their services cater to various trusts and include fiduciary oversight, account management, and comprehensive reviews. With a focus on your passions and legacy, they provide access to exclusive experiences and concierge services through their Rockefeller Lifestyle Advisory partners. At Harvey Seese Wealth Advisory, they treat clients like family and aim to solve their greatest wealth challenges with decades of experience and the vast resources of Rockefeller Capital Management.
CMC Invesment Management, LLC
CMC Investment Management, LLC is a finance institution located at 1032 North Easton Road in Doylestown, Pennsylvania, United States. Specializing in investment management services, CMC offers a range of financial solutions to help clients achieve their financial goals. With a team of experienced professionals, CMC is dedicated to providing personalized and strategic investment advice to individual and institutional clients. Contact CMC Investment Management, LLC today to learn more about how they can help you secure your financial future.
Tuan Nguyen
Tuan Nguyen is a finance institution located at 100 Front Street, Conshohocken, Pennsylvania, United States. We are dedicated to helping clients achieve their grandest visions by providing thoughtful financial plans that adapt to their evolving needs at every stage of wealth. Our team offers expert guidance to empower decision making, seamless financial management for families and futures, and a full suite of financial solutions through our extensive network. We prioritize stability for today and future generations, intelligent community investment, and bespoke investment strategies tailored to each client's financial objectives. With access to a sophisticated platform of traditional and alternative investments, as well as private investment opportunities, our clients receive comprehensive financial planning services for individuals and institutions. Through our curated Rockefeller Lifestyle Advisory partners, clients can enjoy exclusive experiences and concierge services to focus on what matters most. Led by a private advisor, our dedicated team assists with everything from day-to-day finances to creating and implementing long-term financial plans. We offer a range of trust services, including fiduciary oversight, account management, and assistance with distributions and bill-pay services. Our goal is to not only meet immediate financial needs, but also to help clients achieve their passions, desired lifestyle, and legacy goals. With a focus on trust and honest advice, we aim to support clients in maximizing their success and achieving financial security.
Sephton Financial
Sephton Financial is a leading finance institution located at 8200 Flourtown Avenue in Wyndmoor, Pennsylvania. With a strong reputation for excellence and expertise in financial services, Sephton Financial provides a wide range of financial solutions to individuals and businesses. Whether you are looking for investment advice, retirement planning, or wealth management, our team of experienced professionals is dedicated to helping you achieve your financial goals. Visit us today to learn more about how Sephton Financial can help secure your financial future.
No Name Given Aloyeious
No Name Given Aloyeious is a finance institution located at 464 Second Street Pike in Southampton, Pennsylvania, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized and tailored solutions to meet the unique needs of our clients. Whether you are looking to invest, save for the future, or secure a loan, No Name Given Aloyeious is here to help you every step of the way. Visit us today to learn more about how we can assist you with your financial needs.
Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. is a reputable finance institution located at 165 Township Line Road in Jenkintown, Pennsylvania. This branch is part of the northeast complex, which includes several other branches in the surrounding area. With a long history of providing reliable service and sophisticated asset management strategies, Oppenheimer's Jenkintown branch offers a wide range of financial products and services to its clients. With roots dating back over a century, Oppenheimer is known for its innovative work in asset management and equity research. The institution is committed to helping investors reach their financial goals by providing expertise and insight. Oppenheimer & Co. Inc. has a strong, conservatively managed balance sheet and robust internal controls to protect clients' assets.
Hamilton Lane
Hamilton Lane is a leading finance institution located at 110 Washington Street, Conshohocken, Pennsylvania, United States. Our data and technology are revolutionizing private markets, safeguarding futures through responsible investing, and offering flexible solutions to help clients achieve their investment goals. With $120.2B in discretionary assets under management and $782.9B in non-discretionary assets under management, our innovative, data-driven approach informs investment programs tailored to meet the unique needs of our investors. Our suite of services and solutions cater to the strategic objectives of any investor profile, powered by proprietary market data and technology solutions. Committed to sustainable and responsible actions, we have been enhancing financial well-being for over 30 years. Join us in driving meaningful change and exploring the latest in infrastructure investments, portfolio construction, and private market performance. Access your account through our client portals for a personalized experience.
Bancroft Capital, LLC
Bancroft Capital, LLC is a finance institution located at 501 West Office Center Drive in Fort Washington, Pennsylvania, United States. Specializing in investment banking, asset management, and financial advisory services, Bancroft Capital is committed to providing innovative solutions to meet the unique needs of its clients. With a team of experienced professionals and a focus on delivering exceptional results, Bancroft Capital is a trusted partner for individuals and businesses seeking expert financial guidance.
Allied Financial Services Inc
Allied Financial Services Inc is a reputable accounting and finance institution located at RR 209 in Gilbert, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Whether you are an individual or a business owner, Allied Financial Services Inc is dedicated to providing personalized and expert financial solutions to help you achieve your goals. Contact them today to schedule a consultation and take control of your financial future.
Yinzer Home Buyer
Yinzer Home Buyer is a real estate agency located at 913 Latonka Drive, Mercer, Pennsylvania, United States. At Yinzer Home Buyer, we specialize in buying houses, rental properties, and land from individuals who need to sell quickly. We offer fair prices and buy properties in any condition, so you don't have to worry about making repairs or clean up. As a local investment company, we take pride in our community and strive to help our clients with their real estate needs. Whether you're facing foreclosure, inherited a property, or just need to sell quickly, we can provide a fast solution tailored to your unique situation. Contact us at 412-223-7020 for immediate assistance. Fill out our online form to receive a free report on selling houses and discover how Yinzer Home Buyer can help you with your real estate needs. We look forward to working with you and creating a win-win solution.
Rent to Own Homes in Montgomery County Area
Rent to Own Homes in Montgomery County Area is a reputable real estate agency located at 32 Winston Court in Blue Bell, Pennsylvania, United States. We specialize in helping individuals and families find their dream home through our unique rent-to-own program. With a commitment to customer satisfaction and personalized service, our team of experienced agents will guide you through the process of renting a home with the option to purchase it in the future. Whether you are looking for a cozy apartment, a spacious townhouse, or a luxurious single-family home, we have a wide range of properties to choose from in the Montgomery County area. Contact us today to start your journey towards homeownership!
Four Seasons Wholesale, Inc.
Four Seasons Wholesale, Inc. is a reputable moving company located at 359 Tyburn Road, Fairless Hills, Pennsylvania, United States. With years of experience in the industry, they provide efficient and reliable moving services for both residential and commercial clients. Their team of professional movers is dedicated to ensuring a smooth and stress-free relocation process. Whether you are moving locally or long distance, Four Seasons Wholesale, Inc. offers competitive pricing and top-notch customer service. Trust them to handle your belongings with care and precision during your next move.
LB Jewelry Permanent Jewelry
LB Jewelry Permanent Jewelry is a renowned jewelry store located at 155 Witchwood Drive in North Wales, Pennsylvania. Specializing in permanent jewelry, they offer a wide selection of high-quality pieces that are designed to last a lifetime. From earrings and necklaces to bracelets and rings, their collection features stunning designs crafted from the finest materials. Whether you're looking for a special gift or wanting to treat yourself, LB Jewelry Permanent Jewelry is the perfect destination for all your jewelry needs. Visit them today and discover the beauty and elegance of their timeless pieces.
Exxon
Exxon is a well-known gas station located at 5663 Pennsylvania 115 in Blakeslee, Pennsylvania, United States. Offering a wide range of fuel options for vehicles, Exxon is a convenient stop for drivers in need of gasoline or diesel. In addition to fuel, Exxon also provides a variety of snacks, beverages, and convenience items for customers on the go. With friendly staff and clean facilities, Exxon is a trusted destination for those looking to refuel and refresh during their travels.
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