Best insurance advisor in Pennsylvania
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Thomas Olaviany, Bankers Life Agent and Bankers Life Securities Financial Representative
● OpenThomas Olaviany, Bankers Life Agent and Bankers Life Securities Financial Representative is located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania. As a financial representative, Thomas Olaviany 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, Thomas can help you navigate the complexities of healthcare options as you plan for the future. With the rising costs of healthcare and the inevitability of long-term care needs, it is essential to start preparing and having important discussions with your loved ones. Contact Thomas Olaviany today to begin planning for your financial future.
613 Baltimore Dr, Wilkes-Barre, PA 18702, United States -
Dawn Fernandez - Thrivent
● OpenDawn Fernandez - Thrivent is a finance institution located at 1227 West Rosemont Drive in Bethlehem, Pennsylvania, United States. Our team of financial experts is dedicated to helping individuals and families achieve their financial goals through personalized strategies and guidance. Whether you are looking to plan for retirement, save for your child's education, or invest for the future, we are here to provide you with the tools and resources you need to succeed. Contact us today to schedule a consultation and take the first step towards a secure financial future.
1227 W Rosemont Dr, Bethlehem, PA 18018, United States -
Mark C. Weller CFP MBA - Eagle Strategies LLC
● OpenMark C. Weller CFP MBA - Eagle Strategies LLC is a finance institution located in Royersford, Pennsylvania, United States. They specialize in providing permanent life insurance policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest policy cash value in the market. They offer professionally managed investments with potential market gains, as well as bundled investments with low fees. Their services include helping to pay for everyday tasks, replacing lost income due to sickness or injury, and creating investment strategies for future financial needs.
300 N 3rd Ave, Royersford, PA 19468, United States -
Northwestern Mutual West Chester
● OpenNorthwestern Mutual West Chester is a leading finance institution located at 200 North High Street in West Chester, Pennsylvania, United States. With a strong reputation for providing top-notch financial services, Northwestern Mutual West Chester offers a wide range of investment and insurance products to help clients achieve their financial goals. The experienced team of professionals at this institution is dedicated to providing personalized financial planning and guidance to individuals and families. Whether you are looking to save for retirement, protect your assets, or plan for your children's education, Northwestern Mutual West Chester is committed to helping you secure a stable financial future.
200 N High St Suite 300, West Chester, PA 19380, United States -
JTS Financial Service Inc
● OpenJTS Financial Service Inc is a reputable accounting and finance institution located at 400 Delaware Avenue in Olyphant, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, JTS Financial Service Inc is dedicated to providing personalized and reliable solutions to meet your needs. Contact them today to learn more about how they can help you achieve your financial goals.
400 Delaware Ave, Olyphant, PA 18447, United States -
National Financial Network
● OpenNational Financial Network is a reputable finance and insurance agency located in Allentown, Pennsylvania. Our team of experienced professionals is dedicated to providing top-notch financial solutions and insurance services to our clients. Whether you are looking to invest, plan for retirement, or protect your assets, our experts are here to help. Visit us at 5100 Tilghman Street to learn more about how we can assist you in achieving your financial goals.
5100 Tilghman St #170, Allentown, PA 18104, United States -
Conestoga Group
● OpenConestoga Group is a reputable finance and insurance agency located at 601 Swedesford Road in Malvern, Pennsylvania, United States. With a strong focus on providing top-notch financial and insurance services to individuals and businesses, Conestoga Group has built a solid reputation for excellence and customer satisfaction. Their team of experienced professionals is dedicated to helping clients navigate the complexities of the financial and insurance industries, offering personalized solutions tailored to meet their unique needs. Whether you are looking for investment advice, insurance coverage, or retirement planning, Conestoga Group is committed to helping you achieve your financial goals.
601 Swedesford Rd Suite 101, Malvern, PA 19355, United States -
Nathaniel Cooper - Thrivent
● OpenNathaniel Cooper - Thrivent is a finance institution located at 300 Pottstown Pike in Exton, Pennsylvania, United States. The institution is licensed in multiple states including CO, DE, FL, MD, NJ, OK, PA, and TN. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for clients to further engage in Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Licensed agents and producers at Thrivent provide insurance products, securities, and investment advisory services. Financial advisors at Thrivent are credentialed to provide investment advisory services. For more information on professional designations and requirements, visit their website at https://www.thrivent.com/designations.
300 Pottstown Pike Suite 170, Exton, PA 19341, United States -
Bridgit Holly - Thrivent
● OpenBridgit Holly - Thrivent is a finance institution located at 11 East Philadelphia Avenue, Boyertown, Pennsylvania, United States. We take a personalized approach with our clients, starting with a conversation about their life and what matters most to them. We prioritize education and provide assurance that they are on the right financial path. Our comprehensive financial plans are designed to reflect our clients' values and goals, giving them confidence to build the life they aspire to live. We offer services such as insurance, investment advisory, and financial planning. Thrivent does not provide legal, accounting, or tax advice. Our financial professionals are licensed and provide guidance through our Financial Planning Framework. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Visit our website for more information on our financial advisors and services.
11 E Philadelphia Ave, Boyertown, PA 19512, United States -
Robert Klock - Thrivent
● OpenRobert Klock - Thrivent is a finance institution located at 1611 North 18th Street in Allentown, Pennsylvania, United States. The institution is licensed in multiple states including AR, DC, DE, FL, GA, MD, MI, MT, NC, NH, NY, PA, SC, and VA. Licensing information can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients are encouraged to consult with their own attorney or tax professional. Thrivent offers financial advice and guidance through its Financial Planning Framework, and clients can choose to engage in Dedicated Planning Services for written recommendations for a fee.
1611 N 18th St, Allentown, PA 18104, United States -
Robinson & Robinson, Inc.
● OpenRobinson & Robinson, Inc. is a reputable finance and insurance agency located at 1337 Hamilton Street in Allentown, Pennsylvania, United States. With years of experience in the industry, our dedicated team of professionals is committed to providing top-notch financial and insurance services to our clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, Robinson & Robinson, Inc. has got you covered. Visit us today to learn more about how we can help you secure your financial future.
1337 Hamilton St, Allentown, PA 18102, United States -
Gregory Powers - Thrivent
● OpenGregory Powers - Thrivent is a finance institution located at 2500 East High Street, Pottstown, Pennsylvania, United States. They are licensed in multiple states including CA, CT, DE, FL, MA, ME, MO, NJ, PA, SC, and VA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for further planning engagement through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. They emphasize the importance of consulting legal, accounting, and tax professionals for specific advice. Visit their website for more information on their services and to learn about their licensed financial advisors.
2500 E High St STE 620, Pottstown, PA 19464, United States -
Brian Hamm - Thrivent
● OpenBrian Hamm - Thrivent is a finance institution located at 200 Brandywine Road in Collegeville, Pennsylvania, United States. Licensing for their services can be obtained through the State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to engage further with Thrivent through their Dedicated Planning Services, which provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information on their services and professional designations, visit their website or FINRA's Broker Check.
200 Brandywine Rd, Collegeville, PA 19426, United States -
Wesch Investments
● OpenWesch Investments is a reputable finance and insurance agency located at 429 Smokepipe Road in Souderton, Pennsylvania, United States. With a strong focus on providing personalized investment solutions and comprehensive insurance coverage, Wesch Investments is dedicated to helping clients achieve their financial goals and protect their assets. Our team of experienced professionals is committed to delivering top-notch services and expert advice to ensure the financial security and success of our clients. Contact us today to learn more about how Wesch Investments can help you secure your financial future.
429 Smokepipe Rd, Souderton, PA 18964, United States -
Terrance Wilde - Prudential Financial
● OpenTerrance Wilde - Prudential Financial is a reputable finance and insurance agency located at 519 Main Street in Honesdale, Pennsylvania, United States. With a strong focus on providing expert financial advice and comprehensive insurance solutions, the institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at Terrance Wilde - Prudential Financial are committed to providing personalized services tailored to meet your specific needs. Visit us today to learn more about how we can help you secure your financial future.
519 Main St, Honesdale, PA 18431, United States -
James Lavelle - Prudential Financial
● OpenJames Lavelle - Prudential Financial is a reputable finance and insurance agency located at 535 Hamlin Highway in Hamlin, Pennsylvania, United States. With a commitment to providing top-notch financial services and comprehensive insurance coverage, James Lavelle - Prudential Financial is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance solutions, the experienced professionals at this institution are here to assist you every step of the way. Trust James Lavelle - Prudential Financial for all your financial and insurance needs.
535 Hamlin Hwy, Hamlin, PA 18427, United States -
Jewel Williamson-Burns - Thrivent
● OpenJewel Williamson-Burns - Thrivent is a finance institution located at 18 Mauch Chunk Street, Nazareth, Pennsylvania, United States. The institution is licensed in multiple states including CA, DE, FL, KS, MD, NC, NH, NJ, PA, and SC. They provide financial advice and guidance through their Financial Planning Framework, with the option for clients to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc., a registered investment adviser. Only credentialed financial advisors are authorized to provide investment advisory services. For more information about their services and professional designations, visit their website or FINRA's Broker Check.
18 Mauch Chunk St, Nazareth, PA 18064, United States -
Portanova Financial Services
● OpenPortanova Financial Services is a leading financial institution located at 533 East Drinker Street in Dunmore, Pennsylvania, United States. We specialize in providing a wide range of financial services to both individual and corporate clients. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized advice and tailored solutions. Whether you are looking for investment management, retirement planning, or estate planning services, Portanova Financial Services is here to help. Contact us today to schedule a consultation and see how we can help you secure your financial future.
533 E Drinker St, Dunmore, PA 18512, United States -
Dave Diehl: Primerica - Financial Services
● OpenDave Diehl: Primerica - Financial Services is a reputable finance and insurance agency located at 101 East Mill Street in Quakertown, Pennsylvania. With a focus on providing high-quality financial services, they offer a range of products and solutions to help individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at Dave Diehl: Primerica are dedicated to helping you secure your financial future. Visit their office today to learn more about the services they offer and how they can help you reach your financial goals.
101 E Mill St STE A, Quakertown, PA 18951, United States -
Philip Leshock - Thrivent
● OpenPhilip Leshock - Thrivent is a finance institution located at 300 North Pottstown Pike in Exton, Pennsylvania, serving Chester County and beyond. With licenses in multiple states, including CO, DE, FL, MD, MN, NC, NJ, NM, OK, PA, VA, and WI, we provide financial clarity for today and confidence for tomorrow. We understand the importance of making sound financial decisions and planning for the future. Whether you are just starting out, protecting loved ones, planning for retirement, or leaving a legacy, we are here to help. Thrivent is a unique financial services organization that believes money is a tool to achieve goals, not an end in itself. We incorporate your faith and values into your financial strategy.
300 N Pottstown Pike Suite 170, Exton, PA 19341, United States -
Kristopher D Vanesko, Partner - Blu Door Financial, Inc.
● OpenKristopher D Vanesko, Partner at Blu Door Financial, Inc. located at 340 Market Street in Kingston, Pennsylvania, is a finance and insurance agency dedicated to simplifying and demystifying financial services for clients. With a focus on education and empowerment, Blu Door Financial helps individuals make informed decisions about their financial futures. In a world where financial information can be overwhelming, Blu Door Financial offers a three-step approach similar to building a home. By providing guidance and support, the team at Blu Door Financial aims to help clients become the financial heroes they deserve to be. With a goal of eliminating "bad" debt, building cash reserves, and creating the lifestyle of their dreams, Blu Door Financial shows clients how to use available tools and resources to maximize their bottom line.
340 Market St, Kingston, PA 18704, United States -
mcginn financial services
● OpenMcGinn Financial Services is a trusted financial institution located at 1600 Paoli Pike in Malvern, Pennsylvania, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with retirement planning, investment management, or estate planning, our experts are here to provide personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you secure your financial future.
1600 Paoli Pike #200, Malvern, PA 19355, United States -
Thrivent Financial-Lutherans
● OpenThrivent Financial-Lutherans is a finance institution located at 2508 Schoenersville Road in Bethlehem, Pennsylvania, United States. At Thrivent, we believe that everyone deserves a financial plan they can be confident about. Our team of financial advisors is dedicated to understanding your unique situation and goals, and providing strategies and solutions to help you achieve them. We offer a free virtual coaching service called Money Canvas™ that empowers you to build healthier money habits at your own pace. Whether you are just starting out, building a foundation, or nearing retirement, our financial advisors are here to help you navigate the challenges and opportunities that life presents.
2508 Schoenersville Rd, Bethlehem, PA 18017, United States -
David Desimone - Prudential Financial
● OpenDavid Desimone - Prudential Financial is a reputable finance and insurance agency located at 8 School House Road in Collegeville, Pennsylvania. With a strong commitment to providing personalized financial solutions and top-notch insurance products, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you're looking for retirement planning, investment strategies, or insurance coverage, we are here to provide expert guidance and support every step of the way. Trust David Desimone - Prudential Financial to protect your assets and provide peace of mind for you and your loved ones.
8 School House Rd, Collegeville, PA 19426, United States -
Steve Ricci - Prudential Financial
● OpenSteve Ricci - Prudential Financial is a trusted finance and insurance agency located at 4020 Miller Road in Collegeville, Pennsylvania, United States. With a strong commitment to providing personalized financial solutions and comprehensive insurance coverage, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to invest for the future, protect your assets, or plan for retirement, Steve Ricci - Prudential Financial is here to help you every step of the way. Contact us today to schedule a consultation and start building a solid financial foundation for yourself and your loved ones.
4020 Miller Rd, Collegeville, PA 19426, United States -
Wesselt Capital Group
● OpenWesselt Capital Group is a finance and insurance agency located at 3441 Germantown Pike in Collegeville, Pennsylvania, United States. Founded by Rich Wesselt, the institution focuses on upholding the five pillars of leadership, entrepreneurship, philanthropy, academics, and athletics in all of its endeavors. Rich Wesselt, an inspirational speaker and entrepreneur expert, has dedicated his life to the financial services industry, specializing in insurance. After selling his company in 2022, he established The Richard Wesselt Initiative to focus on leadership, entrepreneurship, and philanthropy. The Richard M. Wesselt Leadership Academy, a specialized program for individuals aged 15-30 in the community, imparts the 12 steps of uncommon success in spiritual life, academics, athletics, and business. Led by founder Richard Wesselt and a lineup of community leaders, the academy provides insightful teachings and unique opportunities for participants.
3441 Germantown Pike, Collegeville, PA 19426, United States -
Securian Financial Services
● OpenSecurian Financial Services is a leading finance institution located at 6666 Passer Road in Coopersburg, Pennsylvania, United States. With a strong commitment to providing personalized financial solutions, Securian offers a wide range of services including investment planning, retirement planning, insurance, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Trust Securian Financial Services to provide expert guidance and support in navigating the complexities of the financial world.
6666 Passer Rd, Coopersburg, PA 18036, United States -
Andrew Filler - Thrivent
● OpenAndrew Filler - Thrivent is a finance institution located at 23 South Main Street, Coopersburg, Pennsylvania, United States. Our mission is to help individuals achieve their financial goals and provide professional guidance on a variety of financial products and services. We are dedicated to serving the local community and can often be found supporting local events and non-profits. Our licensed professionals are committed to providing personalized advice and assistance to anyone seeking to improve their financial situation. Thrivent offers a Financial Planning Framework to analyze and review clients' financial needs, as well as Dedicated Planning Services for more comprehensive planning. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc. Our financial advisors are licensed and credentialed to provide expert guidance on insurance, securities, and investment advisory services. Visit our website or FINRA's Broker Check for more information on our services and professional designations.
23 S Main St, Coopersburg, PA 18036, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a financial institution located at 3701 Corporate Parkway in Pennsylvania, United States. As a leading provider of financial services, Northwestern Mutual offers a range of products and services to help individuals and businesses achieve their financial goals. With a focus on building long-term relationships with clients, Northwestern Mutual is committed to providing personalized solutions and expert guidance to help clients secure their financial future.
3701 Corporate Pkwy #310, Center Valley, PA 18034, United States -
Sage Point Financial
● OpenSage Point Financial is a reputable financial institution located at 38 Medical Crossing Road in Tamaqua, Pennsylvania, United States. With a strong commitment to providing personalized financial solutions for individuals and businesses, Sage Point Financial offers a wide range of services including investment management, retirement planning, insurance, and wealth management. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Visit Sage Point Financial today to learn more about their comprehensive financial services.
38 Medical Crossing Rd, Tamaqua, PA 18252, United States
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