Business asset management in York, PA
71 results found
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Raymond James Financial Services, Miller & Gay Investment Management
● ClosedRaymond James Financial Services, Miller & Gay Investment Management is a finance institution located at 1605 East Market Street in York, Pennsylvania, United States. With a focus on providing personalized investment management services, the institution offers a range of financial solutions tailored to meet the unique needs of each client. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Raymond James Financial Services, Miller & Gay Investment Management is committed to providing top-notch service and support.
1605 E Market St, York, PA 17403, United States -
New York Life - Stoll & Weller Insurance & Financial Group
● ClosedLocated at 4616 Buffalo Road in Erie, Pennsylvania, the New York Life - Stoll & Weller Insurance & Financial Group is a trusted insurance agency dedicated to providing exceptional client service. With a focus on experience and resources, the team at Stoll & Weller strives to exceed client expectations and ensure they have the right solutions in place to meet their needs. Led by Daniel Stoll, a licensed agent with New York Life Insurance Company, the institution offers a range of services including financial planning and investment advisory services. Clients can expect personalized attention and expert guidance from the team at Stoll & Weller Insurance & Financial Group.
4616 Buffalo Rd, Erie, PA 16510, United States -
Bank of New York Mellon Corporation
● OpenThe Bank of New York Mellon Corporation is a leading financial institution located at 200 Walters Dr in Coraopolis, Pennsylvania, United States. As a bank and finance corporation, it offers a wide range of financial services including banking, investment management, wealth management, and asset servicing. With a strong reputation for reliability and expertise, the Bank of New York Mellon Corporation is committed to providing high-quality financial solutions to individuals, businesses, and institutions around the world.
200 Walters Dr # 473, Coraopolis, PA 15108, United States -
C&N Wealth Management
● OpenC&N Wealth Management is a finance institution located at 465 North Main Street in Doylestown, Pennsylvania, United States. Our Doylestown office, conveniently situated outside of Philadelphia, offers expert investment management services to help strengthen your business with the right solutions. Our friendly team can assist with trusts, wills, estate planning, retirement planning, and more. Katie Sellers, a Mortgage Loan Originator at C&N in the Doylestown Branch, brings over two decades of mortgage lending experience to her role. With a BS in Business Administration & Finance from Gwynedd Mercy University and previous experience at PNC Bank, Katie is dedicated to helping clients with residential mortgage loans to buy, build, or refinance their homes. She has achieved the prestigious President's Club multiple times for her outstanding sales and client satisfaction.
465 N Main St, Doylestown, PA 18901, United States -
Harmeet Sawhney, Financial Professional - New York Life
● OpenAt Harmeet Sawhney, Financial Professional - New York Life, we are dedicated to helping individuals and businesses in Pittsburgh, PA, navigate their financial journeys with confidence and clarity. Our mission is to provide comprehensive financial and insurance solutions that are tailored to meet the unique needs and goals of each client. With a strong foundation in finance and insurance, we offer a wide range of services designed to protect and grow your assets while ensuring your peace of mind.Our Services:1. Permanent Life Insurance Policies: - Guaranteed death benefit and cash value that grows over time. - Long-term coverage customizable to your needs and budget.2. Investment-Linked Insurance: - Long-term coverage with the ability to invest your policy’s cash value in the market.3. Long-Term Care Insurance:
225 W Station Square Dr Suite 300, Pittsburgh, PA 15219, United States -
Michael E Czarnecki, MBA
● ClosedMichael E Czarnecki, MBA is a reputable finance institution located at 199 North Alpine Drive in York, Pennsylvania, United States. With a focus on providing expert financial services, Michael E Czarnecki, MBA is led by a team of professionals with extensive experience in the industry. Whether you are looking for financial planning, investment advice, or assistance with managing your assets, this institution is dedicated to helping clients achieve their financial goals. Trust Michael E Czarnecki, MBA for reliable and personalized financial solutions tailored to your individual needs.
199 N Alpine Dr, York, PA 17408, United States -
TruAdvantage Team
● OpenTruAdvantage Team is a leading finance and real estate agency located at 2056 Springwood Road in York, Pennsylvania, United States. With a team of experienced professionals, they provide expert guidance and personalized solutions for all your financial and real estate needs. Whether you are looking to buy or sell a property, invest in real estate, or secure financing, TruAdvantage Team is dedicated to helping you achieve your goals and maximize your success. Trust in their expertise and commitment to excellence for all your financial and real estate endeavors.
2056 Springwood Rd Suite. 1, York, PA 17403, United States -
Nationwide Insurance: The Weekley Agency Inc.
● ClosedNationwide Insurance: The Weekley Agency Inc. is a trusted insurance agency located at 3108 West Market Street in York, Pennsylvania. Our team of knowledgeable agents is dedicated to providing exceptional service and finding the right insurance solutions for our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help protect what matters most to you. Contact us today to learn more about our personalized insurance options and how we can help you secure your future.
3108 W Market St Ste A, York, PA 17404, United States -
Julie Martin - State Farm Insurance Agent
● ClosedJulie Martin - State Farm Insurance Agent is a trusted insurance agency located at 619 Lombard Road in Red Lion, Pennsylvania, serving residents of York County. Our licensed State Farm Agent is dedicated to providing a wide range of insurance options tailored to meet your specific needs, whether you're looking for home insurance in Dover, life insurance in Windsor, auto insurance in Felton, health insurance in Jacobus, or renters insurance in York. Our detail-focused staff is committed to finding the right coverage for you, offering complimentary insurance reviews to ensure you are adequately protected. As small business owners ourselves, we understand the importance of safeguarding your assets and are deeply involved in the local community. Our State Farm Agent is a member of the Red Lion/Dallastown Rotary and a proud graduate of Pennsylvania State University. We are passionate about delivering exceptional service to our valued customers and are dedicated to helping you manage the risks of everyday life, recover from the unexpected, and realize your dreams.
619 Lombard Rd, Red Lion, PA 17356, United States -
Gentzler & Smith Associates
● ClosedGentzler & Smith Associates is a reputable finance, health, and insurance agency located at 2527 South Queen Street in York, Pennsylvania, United States. With a strong focus on providing personalized and comprehensive financial and insurance solutions, the institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. The team of experienced professionals at Gentzler & Smith Associates is committed to offering top-notch services and tailored advice to meet the unique needs of each client. Whether you are looking for financial planning, health insurance, or risk management solutions, you can trust Gentzler & Smith Associates to provide expert guidance and support.
2527 S Queen St, York, PA 17402, United States -
Marino Vasquez - State Farm Insurance Agent
● ClosedMarino Vasquez - State Farm Insurance Agent is a reputable insurance agency located at 712 Washington Avenue in Philadelphia, Pennsylvania, United States. As we celebrate Women's History Month, Marino Vasquez is dedicated to providing personalized insurance options for women-owned small businesses to ensure their long-term success. With years of experience as a licensed Insurance Agent, Marino can assist with Auto, Home, Life, Health, and Small Business insurance needs. Marino's background as a Paralegal and Project Manager for Top 100 Law Firms in New York has equipped him with the skills and knowledge to help clients navigate the complexities of insurance. His positive attitude and strong work ethic make him a valuable asset in the insurance industry. Fluent in Spanish, Marino is available to assist clients in New York and Philadelphia, including areas such as the Bronx, Manhattan, Queens, Brooklyn, White Plains, Yonkers, and Long Island.
712 Washington Ave, Philadelphia, PA 19147, United States -
M&T Bank
● ClosedM&T Bank in Bensalem, Pennsylvania, is a full-service financial institution dedicated to serving the needs of individuals, businesses, and communities in the Northeastern United States. Our branch at 1817 Street Road offers a range of personal banking services, including checking and savings accounts, mortgages, home equity lines of credit, auto loans, and credit cards. Our knowledgeable personal bankers are here to assist you with all your financial needs and help you find the right products and services to meet your goals. In addition to personal banking, M&T Bank also provides commercial and small business solutions tailored to the unique needs of businesses of all sizes. Our Business Banking Specialists can help you with starting or expanding your business, managing your finances, and achieving your financial objectives. With over 1,000 branches and 1,700 ATMs, M&T Bank is committed to providing convenient banking options for our customers and helping them build financial security for the future.
1817 Street Rd, Bensalem, PA 19020, United States -
Chatman Group LLC
● ClosedChatman Group LLC is a finance institution located at 475 West Market Street in York, Pennsylvania. With a team of experienced professionals, Chatman Group LLC offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Chatman Group LLC is dedicated to providing personalized and reliable financial solutions. Visit us today to learn more about how we can help you secure your financial future.
475 W Market St, York, PA 17401, United States -
Primerica - Sarah N. Thayer
● OpenPrimerica - Sarah N. Thayer is a finance institution located at 4185 West Market Street in York, Pennsylvania, United States. Specializing in financial services, Primerica - Sarah N. Thayer offers expert advice and solutions to help individuals and families achieve their financial goals. With a dedicated team of professionals, they provide personalized financial planning, investment strategies, and insurance products to help clients secure their financial future. Whether you are looking to save for retirement, protect your assets, or plan for your children's education, Primerica - Sarah N. Thayer is committed to helping you make informed decisions and build a strong financial foundation.
4185 W Market St, York, PA 17408, United States -
Matthew J Wilson - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMatthew J Wilson is a Financial Advisor at Ameriprise Financial Services, LLC located at 3995 East Market Street in York, Pennsylvania, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Matthew J Wilson is equipped to provide expert financial advice tailored to individual needs. Specializing in asset management, retirement planning, estate planning, investment strategies, and insurance products, Matthew J Wilson is dedicated to helping clients achieve their financial goals. Whether you are a retiree, small business owner, or high net worth individual, Matthew J Wilson has the expertise to guide you through complex financial decisions. Contact Matthew J Wilson today for personalized financial advice and comprehensive wealth management services.
3995 E Market St, York, PA 17402, United States -
Michael Hoffmann - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMichael Hoffmann is a Financial Advisor at Ameriprise Financial Services, LLC located at 3995 East Market Street in York, Pennsylvania, United States. Michael holds various certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, CDFA®, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, CFS®, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, CLTC, CLU®, and CMFC designations. With expertise in asset management, estate planning, retirement planning, and investment strategies, Michael provides comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. As a trusted advisor, Michael is committed to upholding the highest ethical standards and providing personalized solutions to meet the unique financial goals of each client.
3995 E Market St, York, PA 17402, United States -
Thomas A Stickney - Financial Advisor, Ameriprise Financial Services, LLC
● OpenThomas A Stickney - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3995 East Market Street, York, Pennsylvania, United States. The institution offers a range of certifications and designations to its advisors, 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 cover a variety of financial planning areas, from asset management to retirement planning, estate planning, and investment strategies. The institution is dedicated to providing comprehensive and specialized financial advice to individuals, retirees, small business owners, and high net worth clients.
3995 E Market St, York, PA 17402, United States -
Dane Burkholder - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenDane Burkholder is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 3995 East Market Street in York, Pennsylvania, United States. Dane 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, 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 Dane's expertise in asset management, investment strategies, retirement planning, estate planning, fiduciary practices, portfolio management, and financial analysis. Dane is committed to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients. Contact Dane Burkholder for comprehensive and personalized financial planning solutions.
3995 E Market St, York, PA 17402, United States -
Robert Ronald Lloyd Jr - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRobert Ronald Lloyd Jr is a Financial Advisor at Ameriprise Financial Services, LLC located at 3995 East Market Street in York, Pennsylvania, United States. He holds several 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®. Robert provides expert financial advice and specializes in asset management, retirement planning, estate planning, investment strategies, and risk management for individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and comprehensive knowledge, Robert is dedicated to helping clients achieve their financial goals and secure their financial future.
3995 E Market St, York, PA 17402, United States -
Scott M Stephan - Financial Advisor, Ameriprise Financial Services, LLC
● OpenScott M Stephan is a Financial Advisor at Ameriprise Financial Services, LLC located at 3995 East Market Street in York, Pennsylvania, United States. Scott 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®, 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 Scott's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Scott is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Scott M Stephan for all your financial planning needs.
3995 E Market St, York, PA 17402, United States -
Carr Financial Services, Inc
● OpenCarr Financial Services, Inc is a reputable finance institution located at 1216 Perry Lane in York, Pennsylvania, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized and efficient solutions to meet the unique needs of our clients. Whether you need assistance with investments, retirement planning, or insurance, Carr Financial Services, Inc is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
1216 Perry Ln, York, PA 17403, United States -
Samir S Parikh - Morgan Stanley
● OpenSamir S Parikh - Morgan Stanley is a finance institution located at 221 West Philadelphia Street in York, Pennsylvania, United States. Specializing in financial services, they offer a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized advice and guidance to help clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Samir S Parikh - Morgan Stanley is dedicated to helping you navigate the complexities of the financial world.
221 W Philadelphia St Ste 301, York, PA 17401, United States -
Susan K. Hoyt - Wilmington Advisors @ M&T
● ClosedSusan K. Hoyt - Wilmington Advisors @ M&T is a finance institution located at 2055 South Queen Street in York, Pennsylvania. Our team of experienced advisors offers personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you need help with investment planning, retirement savings, or wealth management, we are here to provide expert guidance and support. Visit us today to learn more about how we can help you secure your financial future.
2055 S Queen St, York, PA 17403, United States -
Cole M Brillhart - Financial Advisor, Ameriprise Financial Services, LLC
● OpenCole M Brillhart is a financial advisor at Ameriprise Financial Services, LLC located at 3995 East Market Street, York, Pennsylvania, United States. Cole holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. These certifications demonstrate Cole's expertise in asset management, estate planning, retirement planning, investment management, and other financial planning areas. Cole is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethics and professionalism, Cole is committed to helping clients achieve their financial goals and secure their financial future.
3995 E Market St, York, PA 17402, United States -
Mike Murray - State Farm Insurance Agent
● ClosedMike Murray - State Farm Insurance Agent is an insurance agency located at 2780 Carlisle Road in York, Pennsylvania, United States. Our experienced team is dedicated to helping you find the right insurance coverage for your home, renters, condo, car, life, or business. We understand the importance of insurance in protecting your assets and loved ones, and we are here to guide you through the process. Car insurance is a legal requirement in Pennsylvania, and our team can help you understand the state's minimum coverage requirements or explore options for additional protection. With over 30 years of experience representing State Farm Insurance, we are committed to providing personalized service to our customers in York County and Adams County, as well as throughout Pennsylvania.
2780 Carlisle Rd, York, PA 17408, United States -
Julie Givens - State Farm Insurance Agent
● ClosedJulie Givens - State Farm Insurance Agent is an insurance agency located at 430 North Main Street in Spring Grove, Pennsylvania, United States. We proudly serve the communities of York, West York, Red Lion, Spring Grove, Thomasville, and Hanover, PA. Our agency offers a wide range of insurance services including Car Insurance, Home Insurance, Renters Insurance, Life Insurance, Business and Commercial Insurance, as well as Pet Insurance through Trupanion. With over 20 years of experience, Julie Givens and her team are dedicated to providing excellent customer service and helping clients find the right insurance coverage for their needs. Whether you have questions about insurance or financial services, our friendly team is here to assist you. Our office in Spring Grove is a welcoming place for everyone, located behind the Rutter's Gas and Convenience Store.
430 N Main St #2, Spring Grove, PA 17362, United States -
White Oak Wealth Partners
● ClosedWhite Oak Wealth Partners, located at 100 State Street in Erie, Pennsylvania, specializes in creating financial plans and sophisticated tax strategies for business owners, executives, and affluent families. If you're unsure about when you can retire and what lifestyle you'll be able to support, their team of independent advisors can help. They will assess your resources for retirement, determine how much you'll need, when you can retire, and what rate of return you should aim for on your investable assets. Their tax-focused approach aims to minimize asset erosion due to taxation. Please note that specific individualized tax advice is not provided, and it is recommended to discuss your specific tax issues with a qualified tax advisor. White Oak Wealth Partners' transparent fee structure aligns their compensation with your long-term goals, allowing them to create highly sophisticated strategies while delivering exceptional service.
100 State St Suite 503, Erie, PA 16507, United States -
Keristen Bazile: Primerica - Financial Services
● OpenKeristen Bazile: Primerica - Financial Services is a finance and insurance agency located at 261 Old York Road in Jenkintown, Pennsylvania, United States. With a focus on providing comprehensive financial services, including investment strategies, retirement planning, and insurance solutions, the institution is dedicated to helping individuals and families achieve their financial goals. With a team of experienced professionals, Keristen Bazile: Primerica offers personalized guidance and tailored solutions to meet the unique needs of each client. Whether you are looking to secure your financial future or protect your assets, this institution is committed to providing expert advice and top-notch service.
261 Old York Rd #505, Jenkintown, PA 19046, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a finance and insurance agency located at 2500 York Road in Jamison, Pennsylvania, United States. With a strong reputation for providing financial planning and insurance services, Northwestern Mutual helps individuals and businesses achieve their financial goals and protect their assets. The institution offers a range of services including investment planning, retirement planning, life insurance, and disability income insurance. With a commitment to personalized service and financial security, Northwestern Mutual is a trusted partner for individuals and businesses looking to secure their financial future.
2500 York Rd #200, Jamison, PA 18929, United States -
Concentric Planning & Advisory Solutions
● OpenConcentric Planning & Advisory Solutions is a financial planning institution located at 610 Old York Road in Jenkintown, Pennsylvania, United States. With a team of experienced financial advisors, they offer comprehensive financial planning and investment management services to help clients achieve their financial goals. Their personalized approach and commitment to client satisfaction set them apart from other financial planning firms. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Concentric Planning & Advisory Solutions is dedicated to providing expert guidance and support every step of the way.
610 Old York Rd, Jenkintown, PA 19046, United States
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