The 30 Best Banking advisor near me in Pennsylvania

AmeriServ Financial Bank is a trusted financial institution located at 108 West Main Street in Somerset, Pennsylvania. As a full-service bank, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our friendly staff is dedicated to providing personalized service and helping our customers achieve their financial goals. With convenient ATM locations and online banking services, AmeriServ Financial Bank is committed to making banking easy and convenient for our valued customers.

First Commonwealth Bank is a full-service financial institution located at 8291 U.S. 22 in New Alexandria, Pennsylvania. As a trusted bank and insurance agency, we offer a wide range of financial services including savings and checking accounts, loans, mortgages, and investment options. Our convenient ATM services provide easy access to cash for our customers. With a commitment to personalized service and community involvement, First Commonwealth Bank is dedicated to helping individuals and businesses achieve their financial goals.

Wells Fargo Advisors is a financial institution located at 15 South 8th Street in Indiana, Pennsylvania, United States. They offer ATM services and various financial products to help you manage your finances. The Wells Fargo Mobile® app provides secure access to your accounts on the go. They prioritize building relationships with their customers and offer personalized credit options. Please note that the institution does not control all websites linked to their services. Enrollment with Zelle® through Wells Fargo Online® is required for certain transactions. Investment products and services are offered through Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC. Deposit products are offered by Wells Fargo Bank, N.A. Member FDIC. Please be aware of the terms and conditions when using Zelle® for money transfers.

Merrill Lynch Financial Advisor Luke Anderson is a finance institution located at 682 Philadelphia Street in Indiana, Pennsylvania, United States. The institution, part of the Mackey Weber Group, is dedicated to working closely with individuals, institutions, and families to simplify and improve their financial circumstances. With a focus on the client's specific goals, the team of financial advisors utilizes investment insights from Merrill Lynch and banking resources from Bank of America to address complex challenges. The team offers personalized financial strategies aligned with individual goals, including planning for education, retirement, healthcare costs, and wealth preservation. The experienced team, including Scott Weber, Donna Yvanek, and Luke Anderson, each with over 60 years of combined experience in the financial services industry, hold the CERTIFIED FINANCIAL PLANNER certification. They specialize in working with medical industry professionals, small business owners, and non-profit organizations, offering tailored financial solutions to meet unique needs and objectives. The team also structures and advises on 401k plans for companies of all sizes, providing comprehensive investment options and on-location education for employees.

Merrill Lynch Financial Advisor Scott G Weber, located at 682 Philadelphia Street in Indiana, Pennsylvania, is a finance institution dedicated to simplifying and improving the financial circumstances of individuals, institutions, and families. The Mackey Weber Group, headed in Indiana, works closely with clients to focus on their specific goals and develop personalized financial strategies. With insights from Merrill and resources from Bank of America, the team addresses complex challenges and helps clients prioritize personal goals such as education funding, retirement planning, healthcare costs, and wealth preservation. The team, consisting of experienced financial advisors with over 60 years of combined experience, is committed to putting clients at the center of the planning process. Whether you are a medical professional, business owner, or part of a non-profit organization, the Mackey Weber Group offers tailored financial solutions to meet your unique needs and challenges. From structuring 401k plans for businesses to managing investments for non-profit entities, the team provides comprehensive financial services to help clients achieve their goals.

Merrill Lynch Financial Advisor Donna M Yvanek is located at 682 Philadelphia Street, Indiana, Pennsylvania, United States. The institution, part of the Mackey Weber Group, is dedicated to simplifying and improving the financial circumstances of individuals, institutions, and families. With a focus on client-specific goals, the team of financial advisors utilizes investment insights from Merrill and banking resources from Bank of America to address complex challenges. The team, consisting of Scott Weber, Donna Yvanek, and Luke Anderson, collectively have over 60 years of experience in the financial services industry and are all CERTIFIED FINANCIAL PLANNER professionals. The Mackey Weber Group specializes in working with medical professionals, small businesses, and non-profit organizations, offering personalized financial strategies tailored to each client's unique needs. From structuring and advising on 401k plans to managing endowments and foundations, the team provides comprehensive solutions to help clients achieve their financial goals. Additionally, the institution offers discounted mortgages, home equity lines, and credit options to assist clients in managing their liabilities effectively.

Merrill Lynch Financial Advisor Chad Ferri is a finance institution located at 1225 South Main Street, Greensburg, Pennsylvania, United States. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. The McLaughlin-Heckmann & Associates team offers a strategy that focuses on your goals and priorities, providing access to global investing capabilities and banking solutions. By developing a personalized financial strategy aligned with your goals, the team aims to help you manage, grow, and preserve your wealth for the future. Through the Investment Personality Assessment, they tailor their approach to your investing preferences and goals. With regular check-ins and updates, the team ensures your financial approach reflects any changes in your life or the market. By getting to know you personally, they can help you create a financial plan that aligns with your life priorities and helps you achieve your goals. With access to the latest investment insights and strategies, Merrill Lynch Financial Advisor Chad Ferri aims to help you live your best financial life.

Edward Jones - Financial Advisor: Sam Whitling is a reputable financial institution located at 173 Main Street in Brookville, Pennsylvania, United States. As a trusted finance advisor, Sam Whitling provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Sam Whitling offers expert advice on investments, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or secure your financial future, Edward Jones - Financial Advisor: Sam Whitling is dedicated to helping you navigate the complexities of the financial world with confidence.

Marion Center Bank is a trusted financial institution located at 501 East Main Street in Marion Center, Pennsylvania. As a full-service bank, Marion Center Bank offers a range of financial services including checking and savings accounts, loans, and investment options. Customers can also conveniently access their accounts through the bank's ATM services. With a commitment to customer satisfaction and community involvement, Marion Center Bank is dedicated to helping individuals and businesses achieve their financial goals. Visit Marion Center Bank today to experience personalized service and expert financial advice.

First Commonwealth Bank is a trusted financial institution located at 1506 Lincoln Highway in Ligonier, Pennsylvania, United States. As a full-service bank, we offer a wide range of financial services including banking, insurance, and investment options. Our convenient ATM services provide easy access to cash for our customers. With a commitment to providing exceptional customer service and tailored financial solutions, First Commonwealth Bank is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the difference of banking with First Commonwealth 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.

First Commonwealth Bank is a trusted financial institution located at 223 Main Street in Brookville, Pennsylvania. Offering a wide range of banking services including ATM access, personal and business banking, loans, investments, and insurance options, First Commonwealth Bank is committed to providing high-quality financial solutions to meet the needs of their customers. With a convenient location and friendly staff, First Commonwealth Bank is dedicated to helping individuals and businesses achieve their financial goals.

AmeriServ Financial Bank is a trusted financial institution located at 110 Plaza Drive in Johnstown, 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 a convenient ATM on site, customers can easily access their funds and manage their finances. AmeriServ Financial Bank is committed to providing personalized service and helping individuals and businesses achieve their financial goals. Visit us today to experience the difference of banking with AmeriServ.

First Commonwealth Bank is a trusted financial institution located at 1626 West Pitt Street in Jennerstown, Pennsylvania, United States. Offering a wide range of services including ATM access, banking, finance, and insurance agency, First Commonwealth Bank is committed to providing top-notch customer service and innovative financial solutions to meet the needs of individuals and businesses alike. With a convenient location and a dedicated team of professionals, First Commonwealth Bank is the go-to destination for all your financial needs in the Jennerstown area.

AmeriServ Financial Bank is a trusted financial institution located at 1059 Franklin Street in Johnstown, Pennsylvania, United States. As a full-service bank, AmeriServ offers a wide range of financial services including checking and savings accounts, loans, mortgages, and wealth management. Customers can also conveniently access their accounts through the bank's ATMs located at various locations. With a commitment to providing personalized service and financial solutions, AmeriServ Financial Bank is dedicated to helping individuals and businesses achieve their financial goals.

AmeriServ Financial Bank is a trusted financial institution located at 216 Franklin Street in Johnstown, Pennsylvania, United States. As a full-service bank, AmeriServ offers a range of financial services including checking and savings accounts, loans, mortgages, and investment options. With convenient ATM locations, online banking services, and personalized customer service, AmeriServ is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the difference of banking with AmeriServ Financial Bank.

AmeriServ Financial Bank is a trusted financial institution located at 1404 Eisenhower Boulevard in Johnstown, Pennsylvania. As a full-service bank, AmeriServ offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. In addition, AmeriServ provides convenient ATM services for easy access to cash withdrawals and deposits. With a commitment to personalized customer service and community involvement, AmeriServ Financial Bank is dedicated to helping individuals and businesses achieve their financial goals.

Merrill Lynch Financial Advisor Thomas P Tulaney II is a finance institution located at 417 Lackawanna Avenue, Scranton, Pennsylvania, United States. As your Merrill advisor, Thomas focuses on connecting all aspects of your financial life to help you prioritize and pursue the goals that matter most to you. Thomas holds the Certified Plan Fiduciary Advisor designation and is dedicated to delivering excellent service. With Merrill Personal Wealth Analysis™, Thomas can help build and document a personalized plan centered on your goals. Your financial advisor at Merrill Lynch Wealth Management will focus on your family, goals, and priorities, adapting to changes over time. By starting with a conversation, Thomas will help you identify and prioritize your most important goals, whether it's planning for retirement, saving for a home, or funding education. With access to investment insights from Merrill and banking solutions from Bank of America, Thomas will work with you to develop an approach that addresses your financial needs and helps you achieve your goals. Let's work together to create a financial approach that reflects your personality and priorities, helping you navigate fluctuations in the market and changes in your life to achieve your goals. Contact Thomas Tulaney for personalized investment strategies and comprehensive financial solutions.

NBT Bank, located at 841 Main Street in New Milford, Pennsylvania, is a trusted financial institution offering a range of banking and finance services. Whether you need to deposit funds, withdraw cash, or manage your finances, NBT Bank provides convenient ATM services and personalized banking solutions to meet your needs. With a commitment to exceptional customer service and financial expertise, NBT Bank is dedicated to helping you achieve your financial goals.

NBT Bank is a trusted financial institution located at 36 Public Avenue in Montrose, Pennsylvania, United States. As a full-service bank, NBT offers a range of financial services including checking and savings accounts, loans, mortgages, and investment options. With a convenient ATM on site, customers can easily access their funds and manage their finances. NBT Bank is committed to providing excellent customer service and helping individuals and businesses achieve their financial goals.

Waseem Khan - TD Wealth Financial Advisor is located at 5980 Hamilton Boulevard in Allentown, Pennsylvania, United States. As a part of TD Wealth®, a business of TD Bank N.A., they offer a wide range of financial services including banking, lending, investment, and trust services. With over 175 Advisors available to assist clients, they provide access to both bank and non-bank products and services. Securities and investment advisory services are offered through TD Private Client Wealth LLC, a registered investment adviser and broker-dealer. Additionally, TD Investment Services (US) and TD Automated Investing are digital platform offerings available through TDPCW. Epoch Investment Partners, Inc. provides investment management services to TD Wealth clients. TD Wealth Management Services Inc. also offers insurance products. Please read the Legal Disclaimers for more information.

Greg A. Jones - M&T Bank is a trusted financial institution located at 2 Rachael Drive in Pittston, Pennsylvania, United States. With a strong reputation for providing excellent banking services, Greg A. Jones - M&T Bank offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for personal banking services, investment opportunities, or business financing options, the knowledgeable team at Greg A. Jones - M&T Bank is here to help. Visit us today to experience top-notch customer service and expert financial advice.

NBT Bank is a full-service financial institution located at 29 Quaker Lake Road in Friendsville, Pennsylvania, United States. Offering a range of banking services including personal and business accounts, loans, mortgages, and investment options, NBT Bank is committed to helping individuals and businesses achieve their financial goals. With convenient ATM locations and a team of experienced professionals, NBT Bank is dedicated to providing excellent customer service and financial solutions tailored to meet the needs of their clients.

Sylvan Capital Advisors - Ameriprise Financial Services, LLC is a finance institution located at 5000 Tilghman Street, Allentown, Pennsylvania, United States. Ameriprise financial advisors are registered to do business in certain U.S. states. The institution offers consultations to discuss important financial matters, with a focus on financial planning concepts. While they cannot guarantee future financial results, they strive to help individuals achieve their financial goals. Users of the site are bound by Ameriprise Financial Website Rules and Regulations. The institution values referrals and will reach out to friends or family members to assist with their financial needs. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring privacy and security for clients.

Waseem Khan - TD Wealth Financial Advisor is located at 1828 Tilghman Street in Allentown, Pennsylvania, United States. As a part of TD Wealth®, a business of TD Bank N.A., they offer a wide range of financial services including banking, lending, investment, trust services, and more. With over 175 Advisors across the country, they are ready to assist clients with their financial needs. Securities and investment advisory services are available through TD Private Client Wealth LLC, a registered investment adviser and broker-dealer. Additionally, TD Investment Services (US) and TD Automated Investing are digital platform offerings for clients. Epoch Investment Partners, Inc. provides investment management services to TD Wealth. TD Wealth Management Services Inc. offers insurance products to clients. Please read the Legal Disclaimers for more information.

Edward Jones - Financial Advisor: David M Trainor, CFP® is a reputable finance institution located at 16 South 3rd Street in Oxford, Pennsylvania, United States. As a Certified Financial Planner, David M Trainor offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides expert guidance on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth or plan for a secure future, Edward Jones - Financial Advisor: David M Trainor, CFP® is dedicated to helping you navigate the complexities of the financial world with confidence.

Merrill Lynch Financial Advisor Peter Snelling is a finance institution located at 224 Valley Creek Boulevard, Exton, Pennsylvania, United States. At our institution, we prioritize understanding your life goals and aspirations to create a personalized wealth management plan tailored to you and your family. Our team, named to the 2023 Forbes “Best-in-State Wealth Management Teams” list, is dedicated to helping you pursue your financial goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, we work with you to develop a customized approach to address your financial needs. Our Investment Personality Assessment helps us understand your investing preferences, and we regularly revisit your financial approach to ensure it aligns with your evolving goals and priorities. Let's work together to achieve your financial aspirations and build a strong client relationship based on trust and personalized service.

Merrill Lynch Financial Advisor Jeffrey K. Herr, located at 224 Valley Creek Boulevard in Exton, Pennsylvania, offers personalized wealth management strategies tailored to your goals and priorities. With access to Merrill's investment insights and Bank of America's banking solutions, Jeffrey can help you create a flexible financial plan that adapts to changing market conditions. Through the Merrill Personal Wealth Analysis™, he can build a personalized plan centered on your aspirations and what you want to achieve. By understanding your unique investment personality and goals, Jeffrey works to develop a customized approach to help you pursue financial success. With a focus on ongoing communication and adjustments to your financial approach as your life evolves, Jeffrey is committed to helping you achieve your goals and manage investment risk. Whether you're planning for retirement, saving for a major purchase, or passing wealth to future generations, Jeffrey can provide the guidance and resources you need to navigate the complexities of your financial life. As a Certified Financial Planner, Jeffrey is dedicated to putting your needs first and helping you live your best financial life.

Edward Jones - Financial Advisor: Sarah E Fontanez, AAMS™ is a renowned financial institution located at 520 West Broad Street, Quakertown, Pennsylvania, United States. With a focus on providing personalized financial solutions to individuals and businesses, Sarah E Fontanez, AAMS™, is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest wisely, or create a comprehensive financial strategy, Sarah E Fontanez, AAMS™ is committed to providing expert guidance and exceptional service. Trust Edward Jones - Financial Advisor: Sarah E Fontanez, AAMS™ for all your financial needs.

NBT Bank is a full-service financial institution located at 685 Scranton Carbondale Highway in Archbald, Pennsylvania. Offering a wide range of banking services including checking accounts, savings accounts, loans, and investment options, NBT Bank is dedicated to helping individuals and businesses achieve their financial goals. In addition to traditional banking services, NBT Bank also provides convenient ATM access for quick and easy cash withdrawals. With a commitment to exceptional customer service and a strong presence in the local community, NBT Bank is a trusted partner for all of your financial needs.