Annuity sale in Pennsylvania
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Saul Asian-Sales - State Farm Insurance Agent
Saul Asian-Sales - State Farm Insurance Agent is a trusted insurance agency located at 47 Baltimore Pike in Glen Mills, Pennsylvania. Conveniently situated between Wawa University and Concordville Town Centre, our office is easily accessible for all your insurance needs. As a licensed State Farm Agent in Pennsylvania, New Jersey, and Delaware, we are dedicated to providing top-notch service to our customers. With a focus on auto insurance, home insurance, and life insurance, we are here to help you protect what matters most. Whether you have questions about your coverage or need assistance with a claim, our team is here to assist you every step of the way. We treat our customers like family and strive to make every interaction meaningful and educational.
Prudential| John Ashok | Life Insurance & Annuities
Prudential | John Ashok | Life Insurance & Annuities is a finance and insurance agency located at 1100 Horizon Drive in Chalfont, Pennsylvania, United States. Specializing in life insurance and annuities, this institution provides comprehensive financial protection and investment options for individuals and families. With a strong reputation for reliability and expertise in the industry, Prudential | John Ashok is committed to helping clients secure their financial future and achieve peace of mind.
Falcon Settlement Inc.
Falcon Settlement Inc. is an insurance agency located at 4181 Brookville Street in Hawthorn, Pennsylvania, United States. Specializing in real estate transactions, Falcon Settlement serves as a one-stop-shop for buyers, ensuring a smooth and efficient process. Their experienced staff acts as escrow agents to guarantee a fast closing and a positive experience for all parties involved. Additionally, Falcon Settlement conducts property searches in 9 counties, thoroughly examining records, reports, liens, and judgments at county courthouses. Whether you have questions about affordability, the process, or title work, you can trust Falcon Settlement to provide fast and reliable assistance. With a commitment to putting customers first and ensuring a great experience, Falcon Settlement has a second location at 3215 Bee Line Highway in Du Bois, Pennsylvania.
JG Wentworth
JG Wentworth is a finance institution located at 1200 Morris Drive in Chesterbrook, Pennsylvania, United States. They specialize in providing financial solutions such as structured settlements, annuities, and lottery payments. With a reputation for excellent customer service and competitive rates, JG Wentworth is a trusted name in the finance industry. Their team of experts is dedicated to helping clients achieve their financial goals and secure their future.
Gary Winkler - State Farm Insurance Agent
Gary Winkler State Farm Insurance Agent is located at 6640 Rising Sun Avenue in Philadelphia, Pennsylvania. Our experienced team has over 60 years of combined experience in providing insurance coverage for our clients. We offer a range of insurance options including Home, Auto, Life, Business, and even Pet Insurance. As a proud small business owner in Philadelphia, Gary Winkler is dedicated to serving the community and has been a State Farm insurance agent for over three decades. Our office is conveniently located on Rising Sun Avenue at Unruh with free off-street parking in the back. We strive to provide exceptional customer service and make sure our clients have all the information they need to make informed decisions about their insurance needs. Our team includes dedicated professionals like Ben Miller, Chris Schaum, and Paul LaCroix, who are here to assist you with all your insurance and financial service needs.
The Bainbridge Law Firm, LLC
The Bainbridge Law Firm, LLC is a reputable institution located at 921 Penllyn Blue Bell Pike in Blue Bell, Pennsylvania. Specializing in various legal matters such as breach of contract, debt collection, business torts, and partnership disputes, the firm offers expert legal services in formation, governance, reorganization, employment agreements, contract drafting, and negotiating. They also handle cases involving life and disability insurance, property & casualty insurance, bad faith, fraud, annuities, and life settlements. Additionally, the firm deals with titles, leases, agreements of sale, real property disputes, trusts, wills, estate administration, and tax planning. Recognized by the Super Lawyers list issued by Thomson Reuters, The Bainbridge Law Firm, LLC maintains high standards of excellence in their legal practice. Please note that no aspect of this advertisement has been approved by the Supreme Court of New Jersey or the Supreme Court of Pennsylvania.
Tri County Health Concepts
Tri County Health Concepts is a health and insurance agency located at 202 Spruce Street in Scottdale, Pennsylvania, United States. Specializing in Medicare Supplement Insurance (Medigap) policies, annuities, life insurance, and dental insurance, we are committed to helping our clients find the right coverage for their healthcare needs. We also offer assistance with the Pennsylvania insurance exchange, PENNIE, and Medicare Prescription Drug Plans (Part D). Our services are free to clients, with no high-pressure sales tactics, ensuring unbiased recommendations. With Tri County Health Concepts, you can find affordable and comprehensive insurance coverage to protect your health and financial well-being.
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.
Huggins Actuarial Services, Inc.
Huggins Actuarial Services, Inc. is a reputable actuarial consulting firm located at 111 Veterans Square in Media, Pennsylvania, United States. With a team of experienced actuaries, they provide expert analysis and strategic solutions to help clients manage risk and make informed financial decisions. Whether working with insurance companies, pension funds, or government agencies, Huggins Actuarial Services is dedicated to delivering high-quality, customized services to meet the unique needs of each client. Their commitment to excellence and professionalism sets them apart as a trusted partner in the actuarial industry.
James Carson Insurance Agency
James Carson Insurance Agency is a trusted insurance agency located at 202 Spruce Street, Scottdale, Pennsylvania, United States. Specializing in Medicare Supplement Insurance (Medigap) policies, annuities, life insurance, and dental insurance, we are dedicated to helping our clients find the best coverage to meet their needs. In addition to offering a wide range of insurance options, we are also knowledgeable about the Pennsylvania insurance exchange, PENNIE, and Medicare Prescription Drug Plans (Part D). Our experienced agents provide personalized service with no high-pressure sales tactics and no extra fees.
McCoy Jones Insurance, LLC
McCoy Jones Insurance, LLC is an insurance agency located at 219 1st Street in Apollo, Pennsylvania, United States. Specializing in Medicare Supplement and Advantage programs, MJI offers free consultations to help clients find the right solution for their needs. With over 20 years of experience in the healthcare field, MJI represents all major carriers in the region and prides itself on providing valuable and honest advice to clients. In addition to Medicare services, MJI also offers life and fixed annuity brokerage services to help clients preserve and grow their assets. The agency follows the Golden Rule of not selling a policy just for the sake of making a sale, but rather aims to provide the most value to each individual client. With hundreds of satisfied clients, MJI also offers notary services and PA DOT Vehicle Titling and Registration services through their sister company, Apollo Tag and Title. Contact MJI today for a free consultation and discover the personalized and comprehensive insurance services they offer.
Anna Stettler, Bankers Life Agent
Anna Stettler, Bankers Life Agent is an insurance agency located at 1150 1st Avenue in King of Prussia, Pennsylvania. As an Insurance Sales Representative, Anna Stettler offers a variety of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Anna can help you navigate the complexities of healthcare coverage. With the rising costs of long-term care, it's important to start planning for the future now. Contact Anna Stettler, Bankers Life Agent in King of Prussia, PA to discuss your insurance needs and start preparing for what lies ahead.
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.
Sounubon Sikhounmeuang, Bankers Life Agent
Sounubon Sikhounmeuang, Bankers Life Agent in Bensalem, Pennsylvania, is an insurance agency offering a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Sounubon Sikhounmeuang, as a Unit Field Trainer and Insurance Sales Representative, specializes in helping clients compare Medicare Advantage plans to find the right coverage. Medicare Advantage (Part C) is a comprehensive alternative to Original Medicare, offering similar coverage with the added benefit of prescription drug coverage. With an annual maximum out of pocket limit and some plans offering premiums as low as $0 per month, Sounubon Sikhounmeuang can assist in finding the best plan for your needs. In addition, as the need for long-term care becomes more inevitable, Sounubon Sikhounmeuang can help you start planning for the future and have discussions with your loved ones. Visit Sounubon Sikhounmeuang, Bankers Life Agent in Bensalem, PA, at 3331 Street Road to begin preparing for your next steps in insurance planning.
Nicholas Gallagher, Bankers Life Agent
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.
Jonathan Cook, Bankers Life Agent and Bankers Life Securities Financial Representative
Located at 5000 Tilghman Street in Allentown, Pennsylvania, Jonathan Cook, Bankers Life Agent and Bankers Life Securities Financial Representative is your go-to insurance agency for all your insurance needs. Jonathan Cook and his team offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Financial Representative, Jonathan Cook specializes in Medicare Advantage plans, providing you with an all-in-one alternative to Original Medicare Parts A and B. With the rising costs of healthcare and the need for long-term care becoming more prevalent, it's crucial to be prepared and have discussions with your loved ones. Jonathan Cook is here to help you start planning for your future and take the next steps towards securing your financial well-being.
Edmund John, Bankers Life Agent and Bankers Life Securities Financial Representative
Edmund John, Bankers Life Agent and Bankers Life Securities Financial Representative in King Of Prussia, Pennsylvania, offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, our agents can help you find the right coverage for your needs. With options that include prescription drug coverage and low monthly premiums, we are here to help you navigate the complex world of healthcare insurance. In addition, we provide long-term care planning services to ensure you are prepared for the future. Visit us at 1150 1st Avenue to start planning your next steps with our experienced team.
Sally Hoffman, Bankers Life Agent and Bankers Life Securities Financial Representative
Sally Hoffman, Bankers Life Agent and Bankers Life Securities Financial Representative is located at 1150 1st Avenue in King of Prussia, Pennsylvania. As a financial advisor, Sally Hoffman offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Recognized as a Top Women Financial Advisor in 2024, Sally is dedicated to helping clients navigate their Medicare options, including Medicare Advantage (Part C). In addition to insurance products, Sally also assists clients in planning for long-term care needs, emphasizing the importance of being prepared and having discussions with loved ones. If you are ready to start planning your financial future, visit Sally Hoffman in King of Prussia today.
Zachary Candelore - Mutual of Omaha Advisor
Zachary Candelore - Mutual of Omaha Advisor is an insurance agency located at 518 Township Line Road in Blue Bell, Pennsylvania, United States. The institution is dedicated to providing clients with the necessary guidance and service to develop, implement, and maintain a comprehensive business and individual strategy. As a licensed insurance agent and investment professional with Mutual of Omaha Insurance Company, Zachary Candelore works diligently to ensure the best outcomes for his clients. Clients can trust in his expertise and commitment to their financial well-being.
Joy Gadson, Bankers Life Agent
Joy Gadson, Bankers Life Agent is an insurance agency located at 3331 Street Road in Bensalem, Pennsylvania. Our dedicated agents offer a wide range of insurance options, including core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As an Insurance Sales Representative, Joy Gadson specializes in helping clients navigate the complexities of Medicare, including providing information on Medicare Advantage (Part C) as an all-in-one alternative to Original Medicare Parts A and B. With the rising costs of healthcare and the increasing need for long-term care, it is crucial to start planning and having discussions with loved ones.
Frank Mindicino - Financial Advisor, Ameriprise Financial Services, LLC
Frank Mindicino - Financial Advisor, Ameriprise Financial Services, LLC, is a distinguished financial advisory practice located at 54 Buhl Blvd, Sharon, PA 16146, United States. As a reputable entity in the finance industry, Frank Mindicino offers a comprehensive suite of financial planning and advisory services, tailored to meet the diverse needs of individuals, retirees, small business owners, and domestic partners. Frank Mindicino holds multiple prestigious certifications and designations that underscore his expertise and commitment to providing high-quality financial advice. These include the Accredited Asset Management Specialist™ (AAMS™), which requires rigorous coursework and adherence to a code of ethics, focusing on real-world asset management and investment strategies. The Accredited Domestic Partnership Advisor™ (ADPA™) certification highlights his proficiency in wealth transfers, federal taxation, and planning for financial and end-of-life needs for domestic partners.
Brian L Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC
Brian L Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC, is a distinguished financial advisory business located at 3438 PA-208 Ste 2, New Wilmington, PA 16142, United States. Specializing in a wide array of financial services, Brian L Taylor offers expert guidance tailored to meet the unique needs of individuals, retirees, and small business owners. With a strong commitment to ethical practices and continuing education, Brian L Taylor holds multiple certifications that underscore his expertise in various financial domains. The AAMS™ certification signifies proficiency in asset management, investment strategies, and estate planning, ensuring clients receive informed advice on asset allocation and investment opportunities. As an Accredited Domestic Partnership Advisor™ (ADPA™), Brian is well-versed in wealth transfers, federal taxation, and financial planning for domestic partners, addressing complex financial and medical needs.
Merrill Lynch Financial Advisor Andrew "Drew" Morrison
At Merrill Lynch, Financial Advisor Andrew "Drew" Morrison and the Kish Morrison Group are dedicated to providing comprehensive wealth management services tailored to meet the unique needs of each client. Located in the heart of Pittsburgh, PA, our team offers insights on market trends and strategies to navigate potential opportunities and risks, all within a quick 15-minute consultation.Our Philosophy:We believe true wealth management extends beyond mere investment. Our holistic approach focuses on designing financial strategies that align with your most important goals, not just for your lifetime, but for generations to come. Whether you are accumulating wealth or looking to preserve it, we provide personalized attention and high-touch service to both high-net-worth clients and the emerging affluent. Core Principles:- Investment Manager Selection: We choose managers with consistent, favorable risk-adjusted returns and a tenure of five to ten years or more. - Asset Allocation: We believe asset allocation is the most crucial determinant of long-term investment returns. - Market Timing: We do not attempt to time the markets.
Merrill Lynch Financial Advisor David J. Nader
At Merrill Lynch Financial Advisor David J. Nader, we are committed to understanding you and what matters most to you. Our mission is to help you design and implement a personalized financial plan tailored to your specific goals, whether they involve managing future healthcare expenses, preparing for college, considering the sale of a business, purchasing a home, or planning for wealth transfer to future generations.
Chuck McAveney - State Farm Insurance Agent
Chuck McAveney - State Farm Insurance Agent is a dedicated insurance agency located at 129 North Eagle Road, Havertown, Pennsylvania, United States. Chuck McAveney has been serving as an insurance agent since 1995, offering personalized insurance options to meet the unique needs of individuals and families. With a Bachelor's degree from St. Joseph's University and a membership in NAIFA, Chuck stays up-to-date with industry trends to provide exceptional service. Recognized with awards such as the National Quality Award and National Sales Achievement Award, Chuck is committed to excellence and outstanding service. The agency offers a variety of insurance options including auto, life, health, home, and small business insurance. The experienced team of 75 years of combined industry experience focuses on assessing and addressing the unique personalized insurance needs of customers. They offer personalized price plans and ongoing service support to ensure maximum protection. Customers can visit the website to learn more about the team and how they can protect what matters most. For inquiries or assistance, customers can call (610) 446-4450. Please note that sensitive personal information should not be shared on the website. State Farm VP Management Corp. distributes securities, while State Farm Life Insurance Company issues life insurance and annuities. Deposit products are offered by U.S. Bank National Association. The agency also offers credit card services through U.S. Bank National Association. It is important to consult a tax or legal advisor for advice regarding personal circumstances, as State Farm and its agents do not provide such advice.
Ralph G Powell III - Private Wealth Advisor, Ameriprise Financial Services, LLC
Ralph G Powell III is a distinguished Private Wealth Advisor affiliated with Ameriprise Financial Services, LLC, located in Monroeville, PA. With a comprehensive suite of certifications and designations, Ralph G Powell III offers expert financial advisory services tailored to meet the diverse needs of clients, ranging from individuals and families to retirees and small business owners.
Merrill Lynch Financial Advisor Elise Roby Yanders
Located at 600 Grant St, 49th Floor, Pittsburgh, PA 15219, Merrill Lynch Financial Advisor Elise Roby Yanders offers a comprehensive suite of financial services designed to help you navigate today's dynamic market conditions. With access to a broad range of investment solutions from Merrill and banking products from Bank of America, Elise provides timely insights and personalized strategies to manage your wealth effectively. Elise's approach starts with a deep understanding of your unique financial picture and what matters most to you. By asking thoughtful questions and listening carefully, she aims to create a flexible strategy tailored to your specific goals. Her mission is to help you and your family pursue financial objectives while managing investment risks through personalized wealth management strategies.
Greg Keil - Financial Advisor, Ameriprise Financial Services, LLC
At Greg Keil - Financial Advisor, Ameriprise Financial Services, LLC, we are dedicated to helping you achieve your financial goals with a tailored approach that aligns with your unique needs. Located conveniently in Edinboro, PA, our office is your local gateway to a comprehensive range of financial planning and advisory services.
Richele Miller, Bankers Life Agent and Bankers Life Securities Financial Representative
Richele Miller, Bankers Life Agent and Bankers Life Securities Financial Representative is located at 3939 West Ridge Road in Erie, Pennsylvania. Our institution offers a wide range of insurance options, including core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our experienced agents can help you navigate the complex world of Medicare Advantage plans, finding the right coverage for your needs. With the rising costs of healthcare and longer life expectancies, planning for long-term care is essential. Let us help you start planning for the future and have important discussions with your loved ones. Contact us today to take the next step towards financial security and peace of mind.
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