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TOP 30 Annuities in Plymouth Meeting, PA
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Charlie Monahan - State Farm Insurance Agent
Charlie Monahan - State Farm Insurance Agent is an insurance agency located at 661 Germantown Pike, Plymouth Meeting, Pennsylvania, United States. They offer a range of insurance products including rental dwelling policies, renters insurance, auto insurance, life insurance, and annuities. The agency also provides information on managing auto repair costs, key person insurance, and investment considerations. Customers can contact the agency at (610) 275-7600 for assistance. Please note that sensitive personal information should not be shared on their website. Additionally, the agency offers pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company, administered by Trupanion Managers USA, Inc. State Farm is a separate entity and is not affiliated with Trupanion or American Pet Insurance. State Farm VP Management Corp. is a separate entity from State Farm entities providing banking and insurance products. Customers should consult a tax or legal advisor for personalized advice.
DIETRICH
DIETRICH is a finance institution located at 1000 Germantown Pike in Plymouth Meeting, Pennsylvania, United States. Specializing in promoting the financial health of retirement plan sponsors, the plans they manage, and the participant retirements they support, DIETRICH offers education, objective advice, and access to insured institutional solutions. As one of the nation's largest independent advisory firms in this field, DIETRICH has negotiated and placed over 3,000 single premium group annuity contracts on behalf of plan sponsors, guaranteeing retirement benefits totaling almost $30 billion for nearly 800,000 participants. They also offer complimentary and no-obligation health assessments for retirement plans. Take a simple two-question survey to get started today at their Plymouth Meeting location.
Alan Barlow - Private Wealth Advisor, Ameriprise Financial Services, LLC
Alan Barlow is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 2250 Hickory Road in Plymouth Meeting, Pennsylvania, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Alan Barlow is dedicated to providing expert financial advice tailored to the needs of individuals, retirees, small business owners, and high net worth clients. From asset management to estate planning, retirement planning to investment strategies, Alan Barlow offers comprehensive services to help clients achieve their financial goals. Whether you are looking for advice on fixed-rate and variable annuities, retirement planning for seniors, or assistance with divorce financial analysis, Alan Barlow has the expertise and commitment to guide you through the complexities of financial planning. Contact Alan Barlow today to begin your journey towards financial security and success.
Daniel Samarin - Financial Advisor, Ameriprise Financial Services, LLC
Daniel Samarin is a Financial Advisor at Ameriprise Financial Services, LLC located at 1000 Germantown Pike in Plymouth Meeting, Pennsylvania, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, estate planning, exit planning, securities analysis, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care planning, and life insurance. Daniel Samarin is committed to providing comprehensive and personalized financial advice to his clients, with a focus on meeting their individual needs and goals.
Kimberly St Pierre - Private Wealth Advisor, Ameriprise Financial Services, LLC
Kimberly St Pierre - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1000 Germantown Pike, Plymouth Meeting, Pennsylvania, United States. Kimberly St Pierre holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in wealth management, estate planning, investment fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, and exit planning. With a focus on providing comprehensive and personalized financial planning services, Kimberly St Pierre is dedicated to helping clients achieve their financial goals and aspirations.
Underwriting Specialists Inc
Underwriting Specialists Inc is an insurance agency located at 600 West Germantown Pike, Plymouth Meeting, Pennsylvania, United States. At USI, we provide solutions and services to help you achieve success. With decades of experience, we offer superior product knowledge, carrier relationships, and unique sales concepts to meet the needs of your clients and build your practice effectively. We work with independent agents and advisors, supporting numerous local and national charitable organizations as part of our mission to give back to the communities we serve. Our range of insurance products includes term life insurance, indexed universal life insurance, guaranteed universal life insurance, survivorship coverage, whole life insurance, final expense plans, long-term care combination products, group life insurance, business loan protection, fixed index annuities, immediate annuities, multi-year guaranteed annuities, and more.
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