Banking needs in Doylestown, Pennsylvania
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First Commonwealth Bank
First Commonwealth Bank is a trusted financial institution located at 2003 South Easton Road in Doylestown, Pennsylvania. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Whether you're looking for a checking account, savings account, mortgage, or investment services, our team of experienced professionals is here to help you achieve your financial goals. With a commitment to excellence and customer satisfaction, First Commonwealth Bank is dedicated to providing personalized and convenient banking solutions to individuals and businesses in the Doylestown area.
Kevin Habick - State Farm Insurance Agent
Kevin Habick - State Farm Insurance Agent is a trusted insurance agency located at 4414 U.S. 202 in Doylestown, Pennsylvania. Situated between Historic Doylestown and Peddler's Village, Kevin and his team are dedicated to protecting the families of the community and exceeding customer expectations. Kevin, a former US Army Infantry Officer and West Point Graduate, is committed to building lasting relationships with his clients. The office offers a range of insurance services including car insurance, home insurance, business insurance, and life insurance. The team is available to answer any questions, address concerns, and provide peace of mind to clients. With a central location near historic Doylestown, the office serves clients in Bucks County, PA, as well as throughout the states of PA and NJ.
Opulus
Opulus is a reputable finance institution located in the heart of Doylestown, Pennsylvania. Situated at 16 North Franklin Street, our institution is dedicated to providing top-notch financial services to our clients. With a team of experienced professionals, we offer a wide range of financial solutions tailored to meet the unique needs of each individual or business. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, Opulus is here to help. Visit us today and let us help you achieve your financial goals.
Smok Shack
Smok Shack is a one-stop destination for all your financial needs, located at 152 West State Street in Doylestown, Pennsylvania. Whether you're looking to withdraw cash from the ATM, manage your finances, or shop for essential items, Smok Shack has got you covered. With a convenient location and a wide range of services available, Smok Shack is your go-to spot for all things finance and convenience.
PrimeLending
PrimeLending is a leading financial institution located at 196 West Ashland Street in Doylestown, Pennsylvania, United States. Specializing in various financial services, PrimeLending offers competitive rates and personalized solutions to meet the diverse needs of its clients. With a team of experienced professionals, PrimeLending is committed to providing top-notch customer service and helping individuals achieve their financial goals. Whether you are looking to purchase a new home, refinance your current mortgage, or explore other financial options, PrimeLending is here to help you every step of the way. Visit our branch today to learn more about how we can assist you with your financial needs.
Merrill Lynch Financial Advisor Timothy M Baltz
Merrill Lynch Financial Advisor Timothy M Baltz is a finance institution located at 600 Hyde Park, Doylestown, Pennsylvania, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states, the District of Columbia, and several US territories, we are dedicated to helping clients achieve the lives they desire. Our advisors offer a broad range of brokerage, investment advisory, and financial planning services. Please note that investing involves risk, and it's essential to consult with legal and tax advisors before making financial decisions. Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer and investment adviser, a Member of SIPC, and a wholly owned subsidiary of Bank of America Corporation. We also offer insurance and annuity products through Merrill Lynch Life Agency Inc., as well as trust and fiduciary services through Bank of America Private Bank and U.S. Trust Company of Delaware. Banking products are provided by Bank of America, N.A. and affiliated banks. Our advisors hold various certifications and designations, ensuring expertise in financial planning. We strive to provide information about products and services that you may find valuable. Please be aware that you are leaving Bank of America's website and being redirected to FINRA's BrokerCheck. Thank you for considering Merrill Lynch Financial Advisor Timothy M Baltz for your financial needs.
Stanley Bailey
Stanley Bailey is a finance institution located at 4739 Point Pleasant Pike in Doylestown, Pennsylvania, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and tailored solutions to meet our clients' needs. Whether you're looking for investment advice, retirement planning, or assistance with managing your finances, Stanley Bailey is here to help. Contact us today to learn more about how we can assist you in reaching your financial objectives.
C&N
Welcome to C&N, your trusted partner in banking and finance, located conveniently at 33 Swamp Road, Newtown, Pennsylvania. Just outside of Philadelphia, our friendly team of experts is ready to assist you with a wide range of financial services. Whether you're looking to open new checking or savings accounts, apply for mortgages, or explore investment management services, we're here to provide the right solutions for your personal and business needs. At C&N, we pride ourselves on building lifelong relationships with our customers in Pennsylvania and New York. With a 97% recommendation rate from our satisfied clients, we are committed to making your financial journey a fulfilling and seamless experience. Our services include checking and savings accounts, mortgages, business loans, and more, all designed to help you spend less time worrying about finances and more time enjoying life.
Citizens Supermarket Branch
Citizens Supermarket Branch is a convenient financial institution located at 482 North Main Street in Doylestown, Pennsylvania. This branch offers a range of banking services including ATMs, personal and business banking, loans, and financial planning. With a focus on customer service and convenience, Citizens Supermarket Branch aims to provide easy access to essential financial services for individuals and businesses in the Doylestown area. Visit us today to experience personalized banking solutions tailored to your needs.
Andrew Pickel - Mortgage Loan Officer
Andrew Pickel - Mortgage Loan Officer is a finance institution located at 577 North Main Street, Doylestown, Pennsylvania, United States. As a trusted mortgage loan officer, Andrew Pickel provides personalized and professional services to help clients achieve their dream of homeownership. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Andrew Pickel is dedicated to finding the best loan options tailored to your specific needs. With years of experience in the industry, Andrew Pickel is committed to providing exceptional customer service and guiding clients through the loan process with expertise and care. Contact Andrew Pickel - Mortgage Loan Officer today to take the first step towards securing your future home.
Caroline Sabatini - PNC Mortgage Loan Officer (NMLS #413800)
Caroline Sabatini is a dedicated PNC Mortgage Loan Officer with NMLS #413800, located at 100 South Main Street in Doylestown, Pennsylvania. With a strong background in finance, Caroline is committed to helping clients navigate the mortgage process with ease and confidence. Whether you are a first-time homebuyer or looking to refinance, Caroline provides personalized guidance and support every step of the way. Trust Caroline Sabatini for all your mortgage needs in the Doylestown area.
Michael Coleman - PNC Mortgage Loan Officer (NMLS #409785)
Michael Coleman is a dedicated PNC Mortgage Loan Officer located at 100 South Main Street in Doylestown, Pennsylvania. With over a decade of experience in the finance industry, Michael is committed to helping clients navigate the complexities of the mortgage process. As a licensed NMLS #409785 loan officer, Michael provides personalized guidance and expert advice to ensure his clients secure the best loan options for their unique needs. Whether you are a first-time homebuyer or looking to refinance, Michael Coleman is here to help you achieve your financial goals.
Margo Gall - PNC Mortgage Loan Officer (NMLS #146096)
Margo Gall - PNC Mortgage Loan Officer (NMLS #146096) is a trusted finance institution located at 100 South Main Street in Doylestown, Pennsylvania, United States. With a focus on providing personalized mortgage solutions, Margo Gall is dedicated to helping clients achieve their homeownership goals. As a licensed loan officer with extensive experience in the industry, Margo Gall offers expert guidance and support throughout the loan application process. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Margo Gall is committed to delivering exceptional service and tailored loan options to meet your individual needs. Trust Margo Gall - PNC Mortgage Loan Officer for all your mortgage financing needs.
Fast Cash ATM
Fast Cash ATM is a convenient financial institution located at 194 West Butler Avenue in Doylestown, Pennsylvania. As an ATM service provider, we offer quick and easy access to cash withdrawals and balance inquiries for your banking needs. Our secure and reliable machines are available 24/7 for your convenience. Whether you're in need of fast cash or simply need to check your account balance, Fast Cash ATM is here to help. Visit us today for a hassle-free banking experience.
Merrill Lynch Financial Advisor Chris A Barnish-Zusin
Located at 600 Hyde Park in Doylestown, Pennsylvania, Merrill Lynch Financial Advisor Chris A Barnish-Zusin is a trusted institution specializing in finance. Chris Ann Barnish is a Senior Vice President and Wealth Management Advisor with over 30 years of experience. As a CERTIFIED FINANCIAL PLANNER™ practitioner and Certified Investment Management Analyst®, Chris is dedicated to providing sound wealth management advice to families and businesses with complex financial issues. She focuses on personalized service and helping clients address important financial matters such as Estate Planning, Retirement Planning, and Income preservation. By listening carefully and asking insightful questions, Chris helps clients reach their financial goals and dreams. At Merrill Lynch Wealth Management, the financial advisor focuses on building a strong relationship with clients by understanding their goals and priorities. The institution offers personalized plans through the Merrill Personal Wealth Analysis™ to help clients achieve their financial objectives. By utilizing the Investment Personality Assessment, the advisor can tailor the financial approach to align with the client's investing preferences.
Greg McGovern - Penn Investment Advisors
Greg McGovern - Penn Investment Advisors is a finance institution located at 3969 Durham Road, Doylestown, Pennsylvania, United States. Our philosophy revolves around putting our clients first, providing them with the necessary resources and guidance to navigate the complex world of investments. Our holistic approach to wealth management is tailored to each individual's financial goals, ensuring that they make sound decisions for both the short and long term. Our team of experienced and successful financial professionals are here to assist you in achieving your financial objectives. We are registered and licensed to conduct business in the state(s) where we operate, offering a range of products and services to meet your needs.
Merrill Lynch Financial Advisor Christopher A Lewis
Merrill Lynch Financial Advisor Christopher A. Lewis is a finance institution located at 600 Hyde Park, Doylestown, Pennsylvania, United States. Supported by the global resources of Merrill, this group is dedicated to building strong client relationships based on trust and personalized service. Christopher A. Lewis, a Senior Vice President and Wealth Management Advisor with over 30 years of experience, holds certifications such as CFP® and CRPC™, and is actively involved in various financial associations. The institution offers personalized financial strategies aligned with client goals, utilizing the investing capabilities of Merrill and banking solutions from Bank of America. Through conversations and assessments, the team helps clients prioritize and address their financial needs, whether it's planning for education, retirement, healthcare, or wealth preservation. With a focus on understanding client goals and priorities, the institution aims to create a customized investment approach to help clients achieve their financial objectives. As life and goals change, the institution provides tools and updates to ensure clients stay on track towards financial success. Working with a dedicated Merrill advisor means personalized investment strategies and access to comprehensive financial solutions from Bank of America. The institution is committed to helping clients live their best financial life by providing the latest investment insights, tips, and strategies.
Merrill Lynch Financial Advisor Christine N Smith
Merrill Lynch Financial Advisor Christine N Smith is a finance institution located at 600 Hyde Park in Doylestown, Pennsylvania, United States. With a deep-seated tradition of community involvement, Christine Smith volunteers her time with local organizations to better serve the community. Through Merrill Personal Wealth Analysis™, personalized financial plans are created based on individual goals and priorities. As a financial advisor at Merrill Lynch Wealth Management, Christine focuses on the things that matter most to her clients - family, goals, and priorities that may evolve over time. By starting every relationship with a conversation, Christine listens to understand each client's unique needs and aspirations. Using the Investment Personality Assessment, Christine gains insight into clients' investing preferences to customize financial approaches tailored to help achieve their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Christine works with clients to develop strategies aimed at addressing their financial needs. By regularly reviewing and adjusting financial approaches, Christine helps clients stay on track to achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors like Christine Smith help clients navigate the complexities of their financial lives. Christine is registered to do business in multiple states and provides investment insights, tips, and strategies to help clients live their best financial lives.
Merrill Lynch Financial Advisor Daniel W Loftus
Merrill Lynch Financial Advisor Daniel W Loftus, located at 600 Hyde Park in Doylestown, Pennsylvania, United States, offers personalized financial planning services to help clients achieve their goals. With nearly 20 years of experience in the financial industry, Dan Loftus is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified Investment Management Analyst® designation. Dan and his team at the Lewis Newman Loftus Group are dedicated to building strong client relationships based on trust and personalized service. They work with clients to create personalized plans centered on their goals and focused on achieving financial success. Through Merrill Personal Wealth Analysis®, clients can receive insights and guidance on managing investment risk and navigating market volatility. Dan Loftus is committed to understanding each client's unique needs and priorities, offering tailored solutions to help them pursue their financial goals. With access to the global resources of Merrill and banking solutions from Bank of America, Dan and his team provide comprehensive financial strategies to address clients' evolving needs. Whether clients are planning for retirement, saving for a home, or funding their children's education, Dan Loftus and his team are dedicated to helping clients achieve their financial aspirations.
LTC Financial Partners
LTC Financial Partners is a leading institution located at 35 Mystic View Lane in Doylestown, Pennsylvania, United States. Specializing in banking, finance, health, and insurance services, LTC Financial Partners offers a wide range of financial solutions to meet the diverse needs of individuals and businesses. With a team of experienced professionals, the institution is dedicated to providing top-notch customer service and tailored financial strategies to help clients achieve their goals and secure their future. Whether you are looking for investment advice, insurance coverage, or healthcare planning, LTC Financial Partners is here to assist you every step of the way.
Merrill Lynch Financial Advisor Morgan Hayes
Merrill Lynch Financial Advisor Morgan Hayes is located at 600 Hyde Park, Doylestown, Pennsylvania, United States. As part of the Barnish Micheals Group, we believe in building strong relationships through teamwork and involvement. Our team of advisors and wealth management client associates provide access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We strive to be your primary source for financial advice and guidance, valuing the dedication and diligence offered at each step of the financial planning process. We take the time to understand you as an individual and investor, collaborating with you to identify and understand your primary financial goals. With a focus on developing a personalized investment and planning approach, we aim to help you pursue your most meaningful goals. Your Merrill advisor is committed to being your financial ally, not just for you, but for future generations as well.
Merrill Lynch Financial Advisor Christian A Aguirre
Merrill Lynch Financial Advisor Christian A Aguirre is a finance institution located at 600 Hyde Park, Doylestown, Pennsylvania, United States. Specializing in wealth management, the institution compares financial planning to flying a plane from New York to Los Angeles - it's crucial to make small course corrections along the way to ensure you reach your destination. The team at Aguirre-Jankowski Group is dedicated to keeping clients on track with their financial strategies, tailored to each individual's needs and constantly evolving to account for life's major events. With access to investment insights from Merrill and banking solutions from Bank of America, the Aguirre-Jankowski Group offers personalized financial approaches to help clients manage, grow, and preserve their wealth over time. The team begins every relationship with a conversation to identify and prioritize each client's financial goals, providing insights and resources to help them achieve their aspirations.
Merrill Lynch Financial Advisor Kevin M Keaveney
Merrill Lynch Financial Advisor Kevin M Keaveney is a finance institution located at 600 Hyde Park, Doylestown, Pennsylvania, United States. Kevin Keaveney has been with Merrill Lynch Wealth Management since 2004 and has held various leadership roles within the firm. As a member of the Debuque, Baltz, Keaveney & Associates team, Kevin is dedicated to understanding clients' goals and utilizing all available resources to help them achieve optimal outcomes. He holds a Bachelors in Economics from Rowan University and lives in Holland, PA with his wife and two daughters. Kevin is passionate about giving back to the community and sponsors a young girl in Nicaragua through Compassion International. At Merrill Lynch Wealth Management, Kevin focuses on building personalized financial plans centered on clients' goals and priorities. By starting with a conversation to identify and prioritize goals, Kevin helps clients navigate important financial decisions and trade-offs. Through the Investment Personality Assessment, Kevin gains a deeper understanding of clients' investing preferences to customize financial approaches that align with their objectives.
Merrill Lynch Financial Advisor Gregory Micheals
Merrill Lynch Financial Advisor Gregory Micheals is located at 600 Hyde Park in Doylestown, Pennsylvania, United States. This institution specializes in finance and offers personalized wealth management strategies tailored to your individual goals and priorities. With access to the resources of Merrill and Bank of America, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. By understanding your financial situation and what matters most to you, they can design a customized investment approach to help you pursue your goals and manage investment risk. Whether you are planning for retirement, saving for a home, or funding a child's education, the team at Merrill Lynch is committed to helping you achieve financial success. With a focus on continual communication and adjustments to your financial approach as your life and goals change, they aim to keep you on track to reach what's most important to you. Partner with Merrill Lynch Financial Advisor Gregory Micheals to create a financial plan that reflects your unique needs and priorities, and receive the latest investment insights and strategies to help you live your best financial life.
Merrill Lynch Financial Advisor Matthew Jankowski
Merrill Lynch Financial Advisor Matthew Jankowski is a finance institution located at 600 Hyde Park, Doylestown, Pennsylvania, United States. The institution specializes in wealth management, guiding clients towards their financial goals much like a pilot navigates a plane to its destination. With a focus on personalized financial strategies tailored to each client's needs, the Aguirre-Jankowski Group is committed to keeping clients on course towards their financial objectives. By utilizing the best practices and strategies available, the team ensures that every client can feel confident in their future financial security. The institution offers a range of services, including investment insights from Merrill Lynch and banking solutions from Bank of America, to help address clients' financial needs. Through in-depth conversations and the Investment Personality Assessment, the team gets to know clients better as investors in order to customize financial approaches that align with their goals and priorities. With tools to track life changes and reflect them in financial plans, the institution is dedicated to helping clients stay on track to achieve what matters most to them.
Merrill Lynch Financial Advisor Carl J Koenig
Merrill Lynch Financial Advisor Carl J Koenig is a finance institution located at 600 Hyde Park in Doylestown, Pennsylvania, United States. The team at Merrill Lynch believes in starting every relationship with a conversation to understand your goals and priorities. They offer personalized financial approaches to help you pursue your passions, transfer wealth to the next generation, and make informed investment decisions. The institution uses behavioral finance research to develop a customized investment strategy tailored to your preferences and goals. With access to investment insights from Merrill and banking solutions from Bank of America, they work with you to manage, grow, and preserve your wealth. The team at Merrill Lynch serves clients from all walks of life, providing thorough planning-based approaches that consider where you are and where you want to go. The advisors focus on achieving dividend growth and preserving assets during market volatility, while also offering lending services through Bank of America. They aim to help clients navigate financial decisions and achieve their goals, always putting clients' interests first. The team has received recognition for their exemplary client service and is committed to building strong client relationships based on trust and personalized service. Merrill Lynch Wealth Management Advisors help you create a financial approach that reflects your personality and priorities, tailored to your needs and goals.
Oakland JH
Oakland JH is a reputable financial institution located at 56 West Court Street in Doylestown, Pennsylvania, United States. With a strong focus on providing top-notch financial services to its clients, Oakland JH prides itself on its knowledgeable staff and commitment to excellence. Whether you are looking for assistance with investments, retirement planning, or estate planning, Oakland JH is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can assist you with your financial needs.
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