TOP 30 Asset management in York, Pennsylvania

106 results found

Raymond James Financial Services is a finance institution located at 1190 York Road in Hartsville, Pennsylvania, United States. This institution offers a wide range of financial services including investment management, financial planning, retirement planning, and wealth management. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James Financial Services can provide personalized solutions to meet your needs.

JNJ Financial Group is a finance and insurance agency located at 8110 Old York Road in Elkins Park, Pennsylvania, United States. Our team of experienced professionals, including Trust & Tax Professionals, work together to help businesses and individuals achieve their financial goals. We specialize in building Asset Maps to provide a comprehensive view of your financial picture, allowing you to make informed decisions about your future. With a focus on trust and understanding, we are dedicated to helping you build a solid financial succession plan. Let us guide you towards a secure financial future.

Lisa Policare is a Financial Advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road in New Hope, Pennsylvania, United States. Lisa holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, investment strategies, retirement planning, and other financial services. Lisa is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Lisa is committed to helping her clients achieve their financial goals.

Christopher John Kelly is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Christopher holds multiple certifications including 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, retirement planning, estate planning, investment management, and more. With a focus on providing comprehensive financial planning services, Christopher John Kelly is dedicated to helping individuals and families achieve their financial goals.

Pat Trauger is a financial advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Pat Trauger holds various certifications including 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Pat Trauger offers comprehensive financial planning services for individuals and businesses, focusing on asset management, retirement planning, estate planning, insurance products, investment strategies, and more. With a commitment to ethical practices and ongoing education, Pat Trauger is dedicated to helping clients achieve their financial goals.

Mackenzie Roedel is a Financial Advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Mackenzie holds multiple certifications including 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®, CFP®, 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 cover a wide range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Mackenzie is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With expertise in various areas of financial planning, Mackenzie is committed to helping clients achieve their financial goals and secure their financial future.

Transport Unlimited Inc is a reputable moving company located at 1029 Lebanon Road in West Mifflin, Pennsylvania. Specializing in heavy hauling, oversize, and expedited shipping services, Transport Unlimited has over 35 years of experience in the industry. Our team provides personalized service and effective communication to ensure the safe and timely transportation of over dimensional cargo throughout the United States, Canada, and Mexico. With a network of qualified service providers, Transport Unlimited offers turnkey transportation solutions for both small and large companies. Our services include crane, rail, barge, and rigging services to meet the unique needs of each client. We value our customers, drivers, and service providers as our most valuable assets, and strive to make every shipment hassle-free.

Charlie Kim Fin Inc is a reputable insurance agency located at 8029 Old York Road in Elkins Park, Pennsylvania. With a strong commitment to providing quality insurance products and exceptional customer service, this institution has been serving the community for years. Whether you are looking for auto, home, life, or business insurance, the knowledgeable and experienced team at Charlie Kim Fin Inc is dedicated to helping you find the right coverage to meet your needs. Visit their office today to discuss your insurance options and secure your peace of mind.

Hugh Wood Inc. is an international insurance agency located at 200 South Broad Street in Philadelphia, Pennsylvania. With over 200 employees in 15 offices worldwide, we offer a strong global presence with a focus on personalized service. Our team is dedicated to providing exceptional customer care and tailoring insurance solutions to meet the unique needs of each client, regardless of the size of their business. At HWI, we prioritize our clients' interests above all else, delivering competitive and customized insurance and risk management solutions. Visit us at 45 Broadway, Suite 1620 in New York City for all your international insurance needs.

Rohit Das, MD - Gastroenterology Specialist in Pittsburgh, PA Located at 5200 Centre Ave #409, Pittsburgh, PA 15232, Rohit Das, MD, is a distinguished gastroenterologist serving the Pittsburgh community. Dr. Das is certified in both internal medicine and gastroenterology by the American Board of Internal Medicine. He is an esteemed practitioner at the University of Pittsburgh Physicians, Department of Medicine, Division of Gastroenterology, and is affiliated with several prominent medical centers including UPMC Shadyside, UPMC Mercy, UPMC St. Margaret, and UPMC Presbyterian.

Intertek - Building & Construction is a premier local business situated at 850 Poplar St, Pittsburgh, PA 15220, United States. Our mission is to empower you in identifying and mitigating intrinsic risks in your operations, supply chains, and quality management systems. We specialize in evaluating how your products and services meet and exceed quality, safety, sustainability, and performance standards. Our services include validating the specifications, value, and safety of your raw materials, products, and assets, and formally confirming that your products and services comply with all trusted external and internal standards. We are committed to helping you meaningfully demonstrate your dedication to sustainability, manage risk and resilience, and support your ability to operate effectively and responsibly.

Welcome to A Investigations & Protection - Erie, your trusted partner in comprehensive investigative and protection services. Conveniently located at 1260 W 8th St, Erie, PA 16502, we are proud to serve the community of Erie, Pennsylvania, and beyond. With additional corporate offices at 535 Court Street, Reading, PA 19601, and a New York office at 540 Court St #2003, Brooklyn, NY 11231, we extend our reach to meet diverse client needs across multiple states. Our extensive range of services includes:

At Farmers Insurance - Scott Kemmler, located conveniently in Carnegie, PA, we are dedicated to helping you identify the insurance coverage that best fits your needs. As your local Farmers® agent, Scott Kemmler offers personalized and straightforward guidance to make you smarter about your insurance choices. Whether you need coverage for your auto, home, life, renters, business, or more, Scott has the knowledge and experience to help you understand your options clearly.

Make-A-Wish Erie Regional Office Address: 717 Indiana Drive, Erie, PA 16505, United States

Welcome to BNY Wealth Pittsburgh PA, your trusted partner in wealth management and financial services. Located in the iconic BNY Mellon Center in the heart of Pittsburgh, our office stands as a testament to our deep-rooted commitment to the community and our clients. With a heritage tracing back to the founding of Mellon Bank in 1869, our Pittsburgh office combines historical legacy with modern financial acumen.Our Expertise:For over 240 years, BNY Wealth has been dedicated to helping successful individuals and families build, manage, and sustain their wealth through various market cycles. Our seasoned professionals, with more than 200 years of combined industry experience, offer a comprehensive range of services tailored to meet the unique needs of each client. These services include:- Investing: Crafting personalized investment strategies to grow and preserve wealth. - Borrowing: Providing tailored lending solutions to support your financial goals. - Spending: Advising on effective spending strategies to maintain financial health.

Easter Seals Western and Central Pennsylvania is a leading nonprofit organization dedicated to achieving full equity, inclusion, and access for individuals with disabilities. With over 105 years of service, Easter Seals has been a cornerstone in enriching education, enhancing health, expanding employment opportunities, and elevating community support. Our Mission:

Welcome to John McDonald - State Farm Insurance Agent, your trusted partner in Pittsburgh, PA, for all your insurance needs. Conveniently located at 8135 Perry Hwy, Pittsburgh, PA 15237, our agency is dedicated to helping you protect what matters most — your family, your assets, and your financial well-being. ### Comprehensive Insurance Solutions Tailored to You

Harold Shepley & Associates LLC: Your Trusted Debt Relief Partners in Beaver Falls, Pennsylvania Are you overwhelmed by debt and looking for a reliable solution? Look no further than Harold Shepley & Associates LLC, a full-service debt relief law firm located in Beaver Falls, Pennsylvania. Specializing in bankruptcy law and debt relief, we are dedicated to helping you protect the assets you’ve worked so hard to acquire and stop the harassing calls from creditors.

The Chief Counsel Office is an integral part of the local government infrastructure in Pittsburgh, Pennsylvania. This office provides legal guidance and representation to various governmental departments and agencies within the jurisdiction. The Chief Counsel Office is staffed by highly experienced legal professionals who specialize in different areas of law, ensuring comprehensive legal support for the administration's operations and initiatives. Leadership:

Matthew Modany, Realtor - Your Trusted Real Estate Partner in Coraopolis, PA Address: 6305 University Boulevard,

Transport Unlimited Inc. is a premier moving company based in Pittsburgh, Pennsylvania, specializing in heavy hauling, oversize, and expedited shipping services. With over 35 years of experience, we pride ourselves on delivering personalized service and effective communication. Our expertise lies in the meticulous planning and execution of over-dimensional cargo and expedited shipping services, catering to clients across the United States, Canada, and Mexico.

Harold Shepley & Associates LLC: Your Trusted Bankruptcy Lawyers and Debt Relief Experts in Pennsylvania Located in Aliquippa, PA 15001, Harold Shepley & Associates LLC is a full-service debt relief law firm dedicated to helping you manage and eliminate your debt. We understand the overwhelming stress that comes with financial burdens, and our experienced team is here to provide the support and expertise you need to achieve a brighter financial future.

BNY Mellon Client Service Center, located at 500 Ross St, Pittsburgh, PA 15215, is a prominent player in the finance industry, renowned for its innovative approach to financial services. As part of The Bank of New York Mellon Corporation, this center is at the forefront of transforming the role of corporate treasurers into strategic technologists, equipping them with the skills necessary to manage critical transformation projects in an ever-evolving payments landscape. The center takes pride in its robust client relationships, which are integral to its strength and success. By sharing client stories, BNY Mellon showcases its commitment to making a significant impact in the communities it serves and beyond. The center offers an 8-10 week program for undergraduate students, providing them with exposure to various functional areas within financial services, fostering growth and development.

The Law Offices of Ashley N. Gottron is a distinguished legal practice located in the heart of Pittsburgh, PA. With a prime location at 429 Forbes Avenue, our firm is dedicated to providing exceptional legal services to individuals and businesses in the Pittsburgh area and beyond. Ashley N. Gottron, the principal attorney, brings a wealth of knowledge and experience to the firm, ensuring that each client receives personalized and effective legal representation. Our practice areas include but are not limited to family law, estate planning, criminal defense, and civil litigation. We understand that legal issues can be complex and emotionally charged, which is why we strive to offer compassionate counsel and tenacious advocacy.

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.

Welcome to Tayler D'Alessandro - State Farm Insurance Agent, your trusted local insurance provider in Pittsburgh, PA. As a woman-owned small business, we take immense pride in offering personalized insurance solutions to our community. Tayler D'Alessandro, the owner, is a dedicated mother to a young child, Luca, and a passionate advocate for special needs and inclusion. With a love for travel and everything Pittsburgh has to offer, Tayler brings a unique and heartfelt approach to her business.

Merrill Lynch Private Wealth Advisor Derek S. Jancisin, located at 600 Grant St, 49th Floor, Pittsburgh, PA, is dedicated to empowering prosperity and simplifying wealth management for a select clientele. Our mission is to transform complex financial landscapes into seamless, straightforward pathways, ensuring a legacy of stability and growth. We work closely with individuals, families spanning multiple generations, business owners, and executives, using a goals-based wealth management approach to put our clients at the center of every personalized strategy.

At Merrill Lynch Financial Advisor Michelle Kish, we pride ourselves on providing expert financial advice and comprehensive wealth management services to individuals and families in all stages of their financial journey. Located in the heart of Pittsburgh, PA, our team at the Kish Morrison Group believes that true wealth management extends beyond mere investment strategies. We adopt a holistic approach to help you design financial plans that are aligned with your most significant life goals, not just for your lifetime but for generations to come.Our Philosophy: Our investment philosophy is grounded in core principles that prioritize risk-adjusted returns, long-term asset allocation, and tax efficiency. We carefully select investment managers with consistent performance records and emphasize a total return approach that includes both price appreciation and income generation. We avoid market timing and focus on creating strategies that are resilient and adaptable.Services Offered:

Merrill Lynch Private Wealth Advisor Gennaro R DiSilvio is dedicated to empowering prosperity and simplifying wealth for a select clientele. Located in the heart of Pittsburgh, PA, our office on the 49th floor of 600 Grant St is a beacon of financial expertise and personalized service. We specialize in transforming complex financial landscapes into seamless, straightforward pathways, ensuring a legacy of stability and growth for individuals, families, business owners, and executives.

Harold Shepley & Associates, LLC: Your Trusted Debt Relief and Bankruptcy Lawyers in Pennsylvania Located at One Gateway Center, 420 Fort Duquesne Blvd., Suite 1850, Pittsburgh, PA 15222, Harold Shepley & Associates, LLC is a full-service debt relief law firm dedicated to helping individuals and families throughout Pennsylvania manage and eliminate their debt. Our team of experienced bankruptcy lawyers understands the stress and anxiety that overwhelming debt can cause, and we are committed to providing personalized solutions to meet your unique financial needs.