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TOP 30 Business change management consulting in Pennsylvania
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Merrill Lynch Financial Advisor Thomas O. Maher Jr.
Merrill Lynch Financial Advisor Thomas O. Maher Jr. is a finance institution located at 1040 Stony Hill Road, Yardley, Pennsylvania, United States. Managing your wealth begins with a deep understanding of your full financial picture. Thomas Maher can help create a flexible strategy tailored to your needs, with access to the investment insights of Merrill and the banking convenience of Bank of America. Personalized wealth management strategies are designed to help you pursue your goals. Thomas Maher is dedicated to participating in the community, volunteering with local organizations. The Merrill Personal Wealth Analysis™ can help build a personalized plan centered on your goals. By getting to know you and your family, Thomas Maher can help you make investment decisions that align with your values. The Investment Personality Assessment helps customize your financial approach based on your preferences. Regular check-ins ensure that your financial approach reflects any changes in your life or goals. Thomas Maher's mission is to understand you and help you pursue your financial goals. With a personalized approach, he focuses on turning your aspirations into reality. Together, you can work towards achieving your goals and staying on track in changing market conditions. Thomas Maher is registered to do business in multiple states and holds certifications in retirement planning and sports & entertainment wealth management. Remember that investing involves risk, and it's important to consult with legal and tax advisors before making financial decisions. Let's work together to help you live your best financial life.
Mark Tetuan - Financial Advisor, Ameriprise Financial Services, LLC
Mark Tetuan - Financial Advisor at Ameriprise Financial Services, LLC, located at 1704 West 26th Street in Erie, Pennsylvania, is a trusted finance institution that has been recognized as the overall winner in the wealth manager category in the Kiplinger Readers’ Choice Awards 2023. Mark Tetuan offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can expect regular meetings to review progress, update strategies as life changes, and track progress towards financial goals.
Full Circle Investments
Full Circle Investments is a finance institution located at 100 State Street in Erie, Pennsylvania, United States. Our team of experienced financial experts offers a wide range of investment services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or save for a major purchase, we are here to provide personalized guidance and support every step of the way. At Full Circle Investments, we believe in creating comprehensive financial strategies that encompass all aspects of our clients' financial lives, ensuring that they are well-equipped to navigate the ever-changing market conditions. Contact us today to schedule a consultation and start your journey towards financial success.
Merrill Lynch Financial Advisor Steven Walker
Merrill Lynch Financial Advisor Steven Walker, located at 1040 Stony Hill Road in Yardley, Pennsylvania, is a finance institution dedicated to helping individuals, families, and small businesses create personalized investment strategies and long-term financial plans. As a Wealth Management Advisor with the Flotteron Group at Merrill Lynch Wealth Management, Steve Walker holds prestigious professional designations and is committed to helping clients achieve their financial goals. With a focus on building strong client relationships based on trust and personalized service, the team at Merrill Lynch offers the Merrill Personal Wealth Analysis™ to create customized plans centered on clients' goals and priorities. By getting to know clients personally and understanding their aspirations, Merrill Lynch Financial Advisor Steven Walker aims to help individuals pursue their financial goals and manage investment risk. With access to the resources of Merrill and Bank of America, clients can develop an approach designed to address their financial needs and adapt to changes in their lives and the market. The team at Merrill Lynch is dedicated to helping clients achieve their goals and stay on track through regular reviews and adjustments to their financial approach. Let Merrill Lynch Financial Advisor Steven Walker help you create a financial plan that reflects your personality and priorities, so you can achieve your financial goals with confidence.
Ballard & Associates - Ameriprise Financial Services, LLC
Ballard & Associates - Ameriprise Financial Services, LLC is a finance institution located at 2 Pittsburgh Circle in Ellwood City, Pennsylvania, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution helps clients track their progress towards goals, update approaches as life changes, and access their investments securely from any device. They provide complimentary initial consultations to discuss financial planning concepts and offer insights on stock prices and market trends. Ameriprise financial advisors are registered to do business in certain U.S. states and adhere to strict regulations for privacy and security. Clients can refer friends or family members to the institution for assistance in achieving their financial goals.
Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC
Victoria Whelan is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 313 North Market Street in New Wilmington, Pennsylvania, United States. She specializes in helping clients get closer to their retirement goals by providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Victoria documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can access their investments and track progress securely from any device. She offers complimentary initial consultations to new clients, providing an overview of financial planning concepts. Victoria Whelan is registered with FINRA and may conduct securities business with residents of specific states. Ameriprise Financial Services, LLC is a registered investment adviser and member of FINRA and SIPC. The institution cannot guarantee future financial results but is dedicated to helping clients achieve their financial goals.
Financial Care Partners - Ameriprise Financial Services, LLC
Financial Care Partners - Ameriprise Financial Services, LLC is a trusted finance institution located at 16285 Conneaut Lake Road in Meadville, Pennsylvania, United States. We specialize in providing personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Our team works closely with clients to document their goals, regularly review progress, and adjust strategies as life changes. Clients can easily access their investments and accounts from any device, track progress towards goals, and securely share information with us. As one of the Most Trusted Wealth Managers, Ameriprise Financial was recognized by Investor’s Business Daily in 2022. Our financial advisors are registered to do business in certain U.S. states and adhere to strict regulations to ensure client confidentiality and security.
Douglas Nola - Financial Advisor, Ameriprise Financial Services, LLC
Douglas Nola - Financial Advisor at Ameriprise Financial Services, LLC, located at 16285 Conneaut Lake Road in Meadville, Pennsylvania, offers personalized financial advice, investments, and solutions to help you achieve your financial goals. With a focus on tracking your progress, Douglas Nola can assist you in adjusting to life's changes and uncertainties. Whether you are saving for a major purchase or simply meeting your current needs, having a sound financial strategy is essential. If you have questions or would like to schedule a complimentary initial consultation, get in touch with Douglas Nola. Background and qualification information can be found on FINRA's BrokerCheck website.
Merrill Lynch Financial Advisor Katherine D Larsen
he global resources of Merrill Lynch, Financial Advisor Katherine D Larsen and The Larsen Group offer personalized wealth management services to high net worth individuals, families, businesses, and foundations. Located at 417 Thorn Street in Sewickley, Pennsylvania, United States, the team of seven professionals with over 100 years of combined experience is dedicated to helping clients achieve their financial goals. With a focus on goals-based financial strategies, the team takes a comprehensive approach to planning and investment advice, considering both sides of the balance sheet and coordinating investment, cash management, and lending needs. The team at The Larsen Group is committed to delivering superior investment performance and client service, aiming to have a meaningful and lasting impact on the lives of their clients. Through a systematic and disciplined wealth management process, the team works together with clients to customize financial approaches that align with their values, needs, and goals. By utilizing the Investment Personality Assessment and staying connected with clients to track changes in their lives and financial goals, the team at The Larsen Group helps clients pursue what matters most to them. Recognized for their exemplary client service, the team has received accolades such as Forbes "Best-in-State Wealth Management Teams" and "Top Women Wealth Advisors." With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Katherine D Larsen and The Larsen Group are dedicated to helping clients achieve their financial goals.
Merrill Lynch Financial Advisor Eric S Lewis
he global resources of Merrill Lynch, Financial Advisor Eric S Lewis and the Larsen Group at 417 Thorn Street in Sewickley, Pennsylvania, are dedicated to serving high net worth individuals, families, businesses, and foundations. With a team of highly experienced professionals, they provide personalized wealth management strategies to help clients achieve their financial goals. The team at the Larsen Group takes a comprehensive approach to planning and investment advice, focusing on understanding each client's values, needs, and goals. They believe in delivering superior investment performance and client service, with a mission to have a meaningful and lasting impact on the lives of their clients. The team has received recognition from Forbes for their exemplary client service, setting the standard for wealth management teams. By utilizing the Merrill Personal Wealth Analysis™, they can build and document a personalized plan centered on each client's goals and aspirations. With a focus on staying connected and adapting to changes in clients' lives and the financial markets, the team at Merrill Lynch Financial Advisor Eric S Lewis is committed to helping clients achieve their financial goals and live their lives fully and with purpose.
Merrill Lynch Financial Advisor Toni Ann Sacco
Located at 417 Thorn Street in Sewickley, Pennsylvania, Merrill Lynch Financial Advisor Toni Ann Sacco is a part of The Larsen Group, a goals-based wealth management team dedicated to serving high net worth individuals, families, businesses, and foundations. With a team of professionals with over 100 years of combined experience, they have served 200 households with over $987 million in assets. The team at The Larsen Group takes a comprehensive approach to planning and investment advice, customizing strategies to help clients achieve their financial goals. They believe in delivering superior investment performance and unsurpassed client service, aiming to have a meaningful and lasting impact on their clients' lives. The team is committed to staying up-to-date with advanced training and certifications to provide the best service possible. By starting every relationship with a conversation, they help clients identify and prioritize their goals, whether it's transferring wealth to the next generation, pursuing passions, or staying informed. Using the Merrill Investment Personality Assessment, they customize financial approaches to help clients pursue what matters most to them. The team believes in staying connected with clients to track changes in their lives and financial goals, ensuring they stay on track to achieve what's important to them. With a focus on personalized service and trust, Merrill Lynch Financial Advisor Toni Ann Sacco and The Larsen Group are dedicated to helping clients reach their financial goals.
Merrill Lynch Financial Advisor Samantha Burke
Merrill Lynch Financial Advisor Samantha Burke is a finance institution located at 417 Thorn Street, Sewickley, Pennsylvania, United States. Samantha takes pride in her career as a financial advisor, with the ultimate goal of helping her clients achieve their financial, family, personal, and retirement goals. She believes in building personal relationships with her clients, rather than just transacting with them, and strives to add value to their lives beyond just their financial well-being. Samantha grew up in a big Italian family and values traditions such as cooking, making homemade sauce and wine, and spending time with loved ones. Family is incredibly important to her, and she also enjoys traveling, cooking, working out, and spending time outdoors. She is dedicated to making a genuine difference in her clients' lives and finds fulfillment in helping them reach their goals.
Merrill Lynch Financial Advisor Anton R. Plantz, III
Merrill Lynch Financial Advisor Anton R. Plantz, III is a finance institution located at 417 Thorn Street, Sewickley, Pennsylvania, United States. The institution aims to consolidate the resources that successful families need to manage their wealth, both now and in the future. Supported by the global resources of Merrill, the team at Merrill Lynch is made up of talented and experienced individuals who are dedicated to building strong client relationships based on trust and personalized service. Ross Tomer joined the Brown, Hurray, Plantz group in 2018 and works with clients to help them pursue meaningful financial goals with a clear purpose in mind. The team at Merrill Lynch Wealth Management focuses on the things that matter most to their clients, such as family, goals, and priorities, even as they evolve over time.
Merrill Lynch Financial Advisor Kevin Gang
Merrill Lynch Financial Advisor Kevin Gang is a finance institution located at 417 Thorn Street in Sewickley, Pennsylvania, United States. Our team serves clients nationwide, offering personalized and hands-on financial services to help clients navigate challenges and achieve their long-term goals. Our advisors have been recognized by prestigious industry publications, setting the standard for exceptional client service. At Merrill Lynch Wealth Management, we focus on building strong client relationships based on trust and personalized service. Our team is supported by the global resources of Merrill, comprised of talented individuals committed to helping clients achieve their financial aspirations. We believe in starting every relationship with a conversation to identify and prioritize the goals that matter most to you and your family.
Aaron Accounting Pc
Aaron Accounting PC is a Certified Public Accounting Firm located at 775 East Maiden Street in Washington, Pennsylvania, United States. Specializing in tax preparation, reduction strategies, QuickBooks Online, and payroll services, we are dedicated to helping both individual and business clients achieve financial success. Our team of experts creates customized planning strategies to minimize taxes and build wealth, ensuring that you keep more of your hard-earned money. By evaluating your financial structure and providing innovative strategies, we help you succeed in an ever-changing financial landscape. Contact us today to see if we are the right fit for your accounting and finance needs.
O'polka & Company Inc
O'polka & Company Inc is a reputable accounting and finance institution located at 1446 Liberty Street in Franklin, Pennsylvania, United States. As a part of MPB, a certified public accounting firm in Western Pennsylvania with multiple offices, O'polka & Company Inc provides a wide range of services to individuals, businesses, nonprofit organizations, employee benefit plans, and governmental entities. With a strong focus on meeting and exceeding client expectations, O'polka & Company Inc stands out in the industry. They offer services such as bookkeeping, payroll processing and reporting, software consultation, and customized accounting services. Additionally, they provide consulting services for both business and individual decisions.
Aufman Associates Inc
Aufman Associates Inc is a renowned finance institution located at 2200 Georgetown Drive in Sewickley, Pennsylvania, United States. With years of experience in the financial industry, Aufman Associates Inc offers a wide range of financial services to individuals and businesses. From investment management to financial planning, our team of experts is dedicated to helping our clients achieve their financial goals. Visit us today to learn more about how we can assist you in managing your finances effectively.
Merrill Lynch Financial Advisor Kenneth A Sharon
Merrill Lynch Financial Advisor Kenneth A Sharon is a finance institution located at 180 Fort Couch Road, Upper Saint Clair, Pennsylvania, United States. Managing your wealth begins with a comprehensive understanding of your financial situation. Kenneth Sharon can help create a flexible strategy tailored to your needs, with access to investment insights from Merrill and banking solutions from Bank of America. The team is dedicated to building strong client relationships based on trust and personalized service. With the Merrill Personal Wealth Analysis™, a personalized plan can be built around your goals and priorities. The institution focuses on understanding your aspirations and providing customized financial approaches to help you achieve your goals. They offer tools to track changes in your life and financial goals, ensuring your financial approach reflects these changes. The goal is to help you manage, grow, and preserve your wealth while considering the impact for years to come. As a Certified Financial Planner, Kenneth Sharon is registered to do business in multiple states and offers personalized investment strategies to help you reach your financial goals.
Bill Hecklick - Financial Advisor, Ameriprise Financial Services, LLC
Bill Hecklick - Financial Advisor at Ameriprise Financial Services, LLC, located at 4251 Old William Penn Highway in Murrysville, Pennsylvania, offers personalized financial services to help clients reach their goals, whether it's planning for retirement, education, or a major purchase. With a focus on individual goals and risk tolerance, Bill provides investment recommendations and portfolio analysis to track progress and make adjustments as life changes. Clients have secure access to their accounts and investments from any device, allowing for easy monitoring and communication with Bill. Schedule a complimentary initial consultation to learn more about how Bill can help you achieve financial confidence. Ameriprise Financial Services, LLC is a registered investment adviser, offering investment products and services through FINRA and SIPC. Bill Hecklick is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. The Confident Retirement® approach offered by Ameriprise Financial is not a guarantee of future financial results. Refer friends and family to Bill for assistance in reaching their financial goals, and they will receive prompt communication. Privacy and security are a top priority at Ameriprise Financial, ensuring clients' information is protected. Contact Bill Hecklick today to start planning for a more confident financial future.
The Parkridge Group
The Parkridge Group is a renowned finance institution located at 99 Parkridge Lane in Pittsburgh, Pennsylvania, United States. With a strong focus on providing expert financial services and solutions, The Parkridge Group has established itself as a trusted partner for individuals and businesses alike. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, The Parkridge Group is committed to delivering personalized solutions tailored to your specific needs. Visit us today and discover how we can help you navigate the complex world of finance with confidence and peace of mind.
Kristain Krecota - Financial Advisor, Ameriprise Financial Services, LLC
Kristain Krecota, a financial advisor at Ameriprise Financial Services, LLC located at 34 North Main Street in Homer City, Pennsylvania, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Kristain provides investment recommendations, asset allocation, and portfolio management. Regular meetings are held to review progress, update strategies as life changes, and track progress towards goals. Clients have access to their investments and accounts at any time, from any device, securely. For those interested in learning more about how Kristain can help with their financial future, scheduling a complimentary initial consultation is easy. The institution offers insights on stock prices and market trends, as well as an overview of financial planning concepts during the initial consultation.
Merrill Lynch Financial Advisor Helen O'Hara
Merrill Lynch Financial Advisor Helen O'Hara is located at 224 Valley Creek Boulevard in Exton, Pennsylvania, United States. As a finance institution, we offer the investment insights of Merrill® and provide access to the banking convenience and lending solutions of Bank of America. Our goal is to help clients explore financial possibilities in today's changing markets and build a solid foundation for making confident financial decisions. Helen O'Hara, a Certified Financial Planner™ certificant, focuses on providing sound, objective financial and investment advice to individuals, families, and business owners. She listens intently to understand each client's values, goals, and expectations, and proposes coordinated financial strategies aligned with their resources and needs. Helen stays connected with clients on a regular basis, tracking their progress toward their goals and recommending adjustments as needed.
Merrill Lynch Financial Advisor Ted Douglass
Merrill Lynch Financial Advisor Ted Douglass, located at 600 Hamilton Street in Allentown, Pennsylvania, is dedicated to serving the financial needs of affluent families and individuals with substantial wealth. The Douglass Group offers strategic wealth management services for business owners, entrepreneurs, Fortune 500 executives, wealthy retirees, private investors, and institutions. With over 100 years of collective experience, the team at The Douglass Group provides personalized guidance on managing wealth through various market cycles and economic landscapes. Clients who work with The Douglass Group benefit from a goals-based approach to wealth management, addressing challenges and opportunities in preserving, growing, and managing their assets. The team helps clients create a customized financial plan tailored to their objectives, risk tolerance, and financial habits. By leveraging the resources of Merrill Lynch and Bank of America, clients can access a wide range of investment insights and banking services to navigate personal and market changes effectively.
Tish Weikel
Tish Weikel is a holistic counselor located at 2311 Fairfield Road in Gettysburg, Pennsylvania, United States. Specializing in health and wellness, Tish believes in meeting clients where they are in their therapy journey and empowering them to write their own stories. She believes that change happens when we can integrate opposing philosophies and find the pieces within us that are fighting to grow and change. Tish enjoys hiking, traveling, and spending time with her dog, Remedy. Contact Tish at (717) 398-2044 or tweikel@phoenixcounselingservices.net to begin your journey towards personal growth and wellness.
Merrill Lynch Financial Advisor Johanna L Walters
Merrill Lynch Financial Advisor Johanna L Walters is a finance institution located at 470 Norristown Road, Blue Bell, Pennsylvania, United States. The institution is proud of their advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. They believe in setting the standard for exemplary client service. The team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The advisors focus on the things that matter most to you - family, goals, and priorities, even as they change over time. They believe in starting every relationship with a conversation to identify and prioritize your goals. By understanding your goals and priorities, they can help you create a personalized financial approach to help you pursue what matters most to you. The institution offers various rankings and recognitions from publications such as Barron's and Forbes, showcasing their commitment to excellence in client service. They offer personalized investment strategies and comprehensive financial solutions to help you achieve your financial goals. With access to the resources of Merrill and Bank of America, they can help you manage, grow, and preserve your wealth today and for the future. Let Merrill Lynch Financial Advisor Johanna L Walters help you achieve your financial goals and live your best financial life.
Merrill Lynch Financial Advisor Raymond P Attisano
Merrill Lynch Financial Advisor Raymond P Attisano is a finance institution located at 600 Hamilton Street, Allentown, Pennsylvania, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. They focus on the things that matter most to clients, such as family, goals, and priorities, adapting as they change over time. The institution offers a comprehensive process to manage finances for families and businesses in the community, helping clients achieve their life priorities. Specializing in serving people transitioning to retirement, changing careers, small business owners preparing to sell their company, and next generation business owners, they provide advice in areas such as retirement planning, investments, long-term care planning, and more.
Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. is a finance institution located at 201 King of Prussia Road, Radnor, Pennsylvania, United States. Our office supports Oppenheimer Financial Professionals in providing valuable advice to individuals, families, corporate executives, and businesses. Our dedicated Financial Professionals work closely with clients to plan, invest, and transfer wealth, ensuring they have the resources needed to achieve their financial goals in a rapidly changing world. With a history dating back to 1881, Oppenheimer is a financially sound institution with strong risk management and internal controls to protect clients' assets. In the event of insolvency, multiple layers of protection are in place to safeguard customer holdings. Please note that our website's terms, privacy, and security policies may not apply to third-party sites or apps. Oppenheimer & Co. Inc. is not responsible for any products, services, or content on these external platforms, except for those explicitly carrying our name.
Merrill Lynch Financial Advisor Justin P Walsh
Merrill Lynch Financial Advisor Justin P Walsh is a finance institution located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, United States. Our team specializes in addressing the investing and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. We collaborate closely with clients to understand their needs and create tailored financial strategies to help them achieve their goals. Our advisors have been recognized for their outstanding client service by financial industry publications and Bank of America Corporation. At Merrill Lynch Wealth Management, we prioritize understanding our clients' family, goals, and priorities. Our mission is to comprehend what matters most to you and help you design and implement a personalized plan to pursue your financial goals while managing investment risk. We believe in providing solutions that can turn aspirations into reality, whether it's planning for future healthcare expenses, saving for college, considering a business sale, or passing wealth to future generations.
Merrill Lynch Financial Advisor Maria C Pizzini
Merrill Lynch Financial Advisor Maria C Pizzini is a Senior Financial Advisor located at 2 Bala Plaza, Bala Cynwyd, Pennsylvania, United States. Maria specializes in providing comprehensive wealth and investment management for individuals, families, and small businesses, with a focus on the equine and healthcare industries. With a unique perspective and personalized approach, Maria takes the time to understand her clients, their financial situations, and what matters most to them. She then creates customized wealth management strategies that are flexible and adaptable to changing needs and market conditions. Outside of work, Maria enjoys reading, writing, spending time with her family (both fur and human), and educating younger generations about personal finance. She is actively involved in the horse community as an avid equestrian, attending shows across the East Coast, competing in the jumper ring, and volunteering for the Devon Horse Show.
Bank of America Private Client Advisor Eric J Abel
Bank of America Private Client Advisor Eric J Abel is a Senior Vice President located at 300 Conshohocken State Road in Conshohocken, Pennsylvania. With a focus on serving non-profit organizations, business owners, and corporate executives with complex financial needs, Eric Abel is dedicated to simplifying and enhancing his clients' financial strategies. He works alongside a team of specialists to provide personalized solutions in investment management, philanthropy, banking, and lending opportunities. Eric Abel brings over 17 years of experience in professional fundraising to his role at Bank of America Private Bank, where he helps clients navigate the challenges of managing significant wealth. By taking the time to understand each client's unique story and goals, Eric and his team create tailored strategies to meet their financial objectives both now and in the future. With a commitment to building strong client relationships based on trust and personal experience, Eric Abel and his team strive to provide innovative solutions in an ever-changing financial landscape.
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