America in Conshohocken, Pennsylvania

Bank of America in Conshohocken, Pennsylvania offers convenient drive-thru services for all your banking needs. Whether you need to deposit a check, withdraw cash, or speak with a teller, our friendly staff is here to assist you. Located at 405 Fayette Street, our bank provides a range of financial services to help you manage your money effectively. Visit us today to experience top-notch customer service and efficient banking solutions.

Bank of America Private Client Advisor Robert (Rob) S McMenamin, located at 300 Conshohocken State Road in Conshohocken, Pennsylvania, is led by Market Director Rob S. McMenamin. With 35 years of experience in the financial services industry, Rob manages a team of wealth management professionals who cater to the needs of high-net-worth individuals and nonprofit organizations. He specializes in coordinating innovative wealth management strategies to help preserve and grow personal financial resources. Rob's background includes managing complex corporate relationships and successful entrepreneurs. He is a graduate of the Cannon Trust School and holds a Bachelor of Arts degree in business administration. Rob is actively involved in various organizations and serves on the board of trustees of the Franklin Institute and the Episcopal Academy. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They listen to your needs and goals before creating strategies to meet your best interests now and in the future. Whether you are looking to preserve wealth, build philanthropic legacies, or plan for future growth, Bank of America Private Bank is committed to making your goals a priority. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and it is important to consult your advisors before making any financial decisions.

Bank of America Private Client Advisor Eric J Abel is a Senior Vice President located at 300 Conshohocken State Road in Conshohocken, Pennsylvania. With a focus on serving non-profit organizations, business owners, and corporate executives with complex financial needs, Eric Abel is dedicated to simplifying and enhancing his clients' financial strategies. He works alongside a team of specialists to provide personalized solutions in investment management, philanthropy, banking, and lending opportunities. Eric Abel brings over 17 years of experience in professional fundraising to his role at Bank of America Private Bank, where he helps clients navigate the challenges of managing significant wealth. By taking the time to understand each client's unique story and goals, Eric and his team create tailored strategies to meet their financial objectives both now and in the future. With a commitment to building strong client relationships based on trust and personal experience, Eric Abel and his team strive to provide innovative solutions in an ever-changing financial landscape.

Bank of America Private Client Advisor Paulette Callas is a Senior Vice President, Private Client Advisor and Institutional Client Advisor located at 300 Conshohocken State Road in Conshohocken, Pennsylvania. With over 29 years of banking experience, Paulette specializes in managing customized relationships for individuals, families, and institutional leaders. She collaborates with a team of specialists at Bank of America Private Bank to provide integrated wealth planning strategies, investment management, credit, trust and estate services, and philanthropic guidance. Paulette aims to understand the unique dynamics of each client relationship and offers a personalized approach. Prior to joining Bank of America Private Bank, Paulette held senior roles at Wells Fargo and predecessor banks, overseeing commercial and institutional relationships. She is actively involved in the community, serving on advisory councils for organizations such as the World Affairs Council of Philadelphia and the Philadelphia Museum of Art. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, with a focus on meeting the financial goals and best interests of their clients. With a history of over 200 years, Bank of America Private Bank helps clients navigate the complexities of managing significant wealth, drawing on a personalized approach and resources to achieve financial objectives. The institution values innovation and strives to anticipate and respond to evolving markets and financial landscapes. Please note that by visiting the Bank of America Private Bank website, you may be directed to FINRA’S BrokerCheck website for additional information.

Bank of America Private Client Advisor Margaret Goldfarb, located at 300 Conshohocken State Road in Conshohocken, Pennsylvania, is a premier financial institution offering personalized wealth management services. With over 40 years of experience in the industry, Margaret leads a team of advisors dedicated to serving the needs of high-net-worth and ultra-high-net-worth individuals in the Philadelphia area. Margaret and her team provide a comprehensive range of financial services, including day-to-day banking, investment management, credit solutions, retirement planning, trust and estate planning, and wealth transfer strategies. With a focus on building strong client relationships based on trust and personal experience, Margaret strives to deliver a professional and high-end client experience.

Samantha Evian, Esq Divorce Attorney is a reputable legal institution located at 1001 Conshohocken State Road in Conshohocken, Pennsylvania, United States. Specializing in divorce law, Attorney Samantha Evian provides expert legal counsel and representation to clients navigating the complexities of divorce proceedings. With a commitment to professionalism, integrity, and personalized service, clients can trust in the expertise and dedication of Samantha Evian, Esq Divorce Attorney to guide them through their divorce with compassion and skill.

The American Technion Society is a health-focused institution located at 100 Four Falls Corporate Center in Conshohocken, Pennsylvania, United States. As donors, alumni, and stakeholders, we invest in the Technion's critical research and technologies to make a positive impact on Israel and the world. The Technion - Israel Institute of Technology is a top science and technology university, driving Israel's high-tech economy and educating global entrepreneurs. Our thoughts are with the brave Technion students, faculty, and staff serving in the IDF, and we pray for their safe return. The Berger Visiting Fellows program aims to cultivate tomorrow's innovators. Visit us at American Technion Society 55 East 59th Street in New York, NY 10022.

Riverwalk is a premier real estate agency located at 309 Washington Street in Conshohocken, Pennsylvania. Specializing in buying, selling, and renting properties in the local area, Riverwalk offers personalized service and expert guidance to clients looking to navigate the real estate market. With a team of experienced agents and a commitment to customer satisfaction, Riverwalk is dedicated to helping individuals and families find their dream home or investment property. Whether you are a first-time buyer or a seasoned investor, Riverwalk is your trusted partner in all your real estate needs.

Merrill Lynch Financial Advisor Paul Dunn is a finance institution located at 300 Conshohocken State Road in Conshohocken, Pennsylvania, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They focus on the things that matter most to you - family, goals, and priorities - adapting as they change over time. Clients from various backgrounds, including business owners, executives, and professionals, seek the family-based attributes that Merrill Lynch strives to provide. The team at Merrill Lynch works with clients for generations, creating individualized wealth management strategies tailored to personal and life goals. They help clients identify their essential needs, important wants, and aspirational dreams, organizing and allocating assets accordingly. As goals evolve, they guide clients in adjusting their financial approach to ensure they stay on track to achieve what's most important to them.

Merrill Lynch Financial Advisor Cody R Terrion is a finance institution located at 300 Conshohocken State Road in Conshohocken, Pennsylvania, United States. The institution focuses on managing your wealth by creating personalized strategies tailored to your financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Cody Terrion and his team are committed to building strong client relationships based on trust and personalized service. They believe in understanding your unique needs and aspirations to help you pursue your financial goals effectively. By utilizing the Merrill Personal Wealth Analysis™ tool, they can create a personalized financial plan centered on your goals. Cody Terrion is registered to do business in multiple states and holds certifications such as CPWA® and Chartered Retirement Planning Counselor™. The institution emphasizes the importance of staying informed about changes in your life and the financial markets to help you achieve what matters most to you. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Cody R Terrion is dedicated to helping you reach your financial goals.

Chamberlain, Hrdlicka, White, Williams & Aughtry is a renowned finance institution located at 300 Conshohocken State Road in Conshohocken, Pennsylvania, United States. The institution has been recognized for its excellence in tax controversy, with accolades such as being named in The Legal 500, U.S. – Tax Controversy (2023) and being recognized in the “Women in the Law” Business Edition of Best Lawyers in America in 2021. One of the notable leaders at Chamberlain Hrdlicka is Jennifer W. Karpchuk, who serves as the co-chair of the state and local tax practice. With extensive experience in handling state and local tax matters, Jennifer advises clients on compliance, litigation, and planning related to various taxes such as corporate income taxes, sales and use taxes, and real estate taxes. She holds leadership roles in professional organizations such as the Philadelphia Bar Association and the Pennsylvania Bar Association.