TOP 10 Business strategy in New Wilmington, Pennsylvania

19 results found

"My Portable Business with Lee Drozak" is a unique and innovative local business located on Wynfield Lane in New Wilmington, PA 16142, United States. Led by the dynamic and experienced Lee Drozak, this business specializes in providing tailored solutions for individuals and small businesses looking to optimize their operations and embrace a more mobile, flexible work environment. Lee Drozak leverages her extensive expertise in digital strategy, virtual assistance, and productivity enhancement to offer a range of services designed to help clients streamline their workflows, manage their time effectively, and achieve their business goals. Whether you're looking to transition to a remote work setup, improve your digital presence, or enhance your overall business efficiency, "My Portable Business with Lee Drozak" provides personalized guidance and practical tools to support your journey.

Synder Diane A is a reputable financial institution located at 2309 Wilmington Road in New Castle, Pennsylvania, United States. With a focus on providing personalized financial services, Synder Diane A offers a wide range of investment options, retirement planning, and wealth management solutions to help clients achieve their financial goals. The experienced team at Synder Diane A is dedicated to providing expert advice and guidance to help clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Synder Diane A is committed to helping you succeed. Contact them today to schedule a consultation and take the first step towards financial security.

Buckingham Strategic Wealth is a finance institution located at 2599 Wilmington Road in New Castle, Pennsylvania, United States. Our focus is on helping clients control their investments by minimizing costs, diversifying, and considering tax efficiency. Wealth Advisor Corey Altman works with specialists nationwide to create strategies that address all aspects of our clients' financial lives. Becoming a Buckingham client means experiencing top-notch service and personalized financial planning. As the election season approaches, we provide insights on how to navigate potential market shifts. We also offer guidance on maximizing benefits from restricted stock units (RSUs) and aligning your financial plan with your values. Download our "Experience Is Everything" brochure to learn more about what it's like to work with us.

Arnett Carbis Toothman LLP is a leading accounting and finance institution located at 2599 Wilmington Road in New Castle, Pennsylvania, United States. We specialize in securing organizations through a practical approach to vulnerability management, auditing small capital projects, and analyzing U.S. labor trends such as fair pay, equity, and transparency. Our partnership with Baker Tilly allows us to offer end-to-end compliance solutions for prevailing wage and apprenticeship requirements in the Inflation Reduction Act. At Arnett Carbis Toothman LLP, we go beyond the obvious to provide innovative solutions for managing cybersecurity and data governance risks. Our services include helping clients move their strategies forward with IRA, ESG, and cybersecurity solutions. We are committed to guiding our clients towards their goals, no matter how challenging they may seem.

Packer Thomas, located at 2815 Wilmington Road, New Castle, Pennsylvania, United States, is a renowned institution specializing in accounting, finance, and information technology services. With over 100 years of experience, we have assisted business owners, families, and individuals with tax preparation, auditing, accounting, and IT solutions. Our team of over 65 professionals is dedicated to helping clients navigate complex financial landscapes and achieve their optimal financial positions. From comprehensive accounting and attestation services to business valuation, client accounting, forensic accounting, and internal audit outsourcing services, we offer a wide range of solutions to meet diverse needs. Additionally, our information technology consulting services, SOC reports, and cutting-edge software service are designed to streamline operations and maximize digital functionality. Trust Packer Thomas with all your tax-related concerns, as our experienced team of tax consultants takes a customized approach to ensure a seamless tax season experience. With a focus on trust, loyalty, and mutual success, Packer Thomas is here to help you succeed in all your financial endeavors.

Baker Tilly US, LLP is a leading accounting and finance institution located at 2599 Wilmington Road, New Castle, Pennsylvania, United States. Our focus is on securing organizations through a practical approach to vulnerability management, including small capital projects in audit plans. We also provide insights on U.S. labor trends, fair pay, equity, and transparency. At Baker Tilly, we have launched an end-to-end compliance solution for prevailing wage and apprenticeship requirements in the Inflation Reduction Act. Our team goes beyond the obvious to guide clients towards their goals, offering expertise in managing cybersecurity and data governance risks. We offer solutions to move your strategy forward in areas such as IRA, ESG, and cybersecurity.

Joshua Schroder is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 3438 Pennsylvania 208, New Wilmington, Pennsylvania, United States. If you have questions or would like to schedule a complimentary initial consultation, Joshua is ready to assist you. With a focus on your individual goals and risk tolerance, he provides investment, asset allocation, and portfolio recommendations. Regular meetings are held to review progress, update approaches, and track goals. With secure access to your investments and accounts from any device, you can stay informed and in control of your financial future. At Ameriprise Financial Services, LLC, the team is dedicated to helping clients achieve their financial goals and protect their assets. Whether it's through health, life, disability, income, or long-term care insurance solutions, they provide personalized recommendations to suit individual needs. By taking the next step and setting up a complimentary initial consultation, you can start planning for a more secure financial future.

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.

Jeffrey Sonntag is a Financial Advisor at Ameriprise Financial Services, LLC, located at 3009 Wilmington Road in New Castle, Pennsylvania, United States. He 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®, 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 his expertise in asset management, investment strategies, estate planning, retirement planning, and more. With a focus on providing comprehensive financial planning services, Jeffrey Sonntag is dedicated to helping clients achieve their financial goals and secure their financial future.

Brian L Taylor is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 3438 Pennsylvania 208, New Wilmington, Pennsylvania, United States. Brian L Taylor 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®, 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 Brian L Taylor's expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, investment strategies, and more. Whether you are a retiree, small business owner, high net worth client, or in need of specialized financial planning for unique circumstances, Brian L Taylor is equipped to provide comprehensive and tailored financial advice to help you achieve your financial goals.

Melissa L Cogswell - Associate Financial Advisor at Ameriprise Financial Services, LLC is located at 3438 Pennsylvania 208, New Wilmington, Pennsylvania, United States. The institution offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients have secure access to their investments and accounts from any device. The institution provides an overview of financial planning concepts during a complimentary initial consultation. Securities offered by Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Melissa L Cogswell may only conduct securities business with residents of states in which she is properly registered. The institution cannot guarantee future financial results. Privacy and security measures are in place to protect client information. Referrals are welcomed to help friends and family members achieve their financial goals.

Garrett Sam is a reputable moving company located at 3479 Pennsylvania 208 in New Wilmington, Pennsylvania. Our team of experienced and professional movers is dedicated to providing top-notch moving services to customers in the United States. Whether you are relocating to a new home or office, our team will ensure a smooth and stress-free moving experience. With a focus on customer satisfaction and attention to detail, Garrett Sam is the go-to moving company for all your relocation needs. Contact us today for a quote and let us take the hassle out of your next move.

Connie Spigler is a health institution located at 1211 Wilmington Avenue in New Castle, Pennsylvania, United States. Specializing in providing quality healthcare services, Connie Spigler offers a wide range of medical treatments and therapies to help individuals achieve optimal health and wellness. With a team of experienced healthcare professionals, patients can expect personalized care and attention to address their specific needs and concerns. Whether seeking preventive care, treatment for an illness or injury, or management of a chronic condition, Connie Spigler is dedicated to promoting the well-being of all patients who walk through its doors.

Scott Wise is a renowned health institution located at 2656 Wilmington Road in New Castle, Pennsylvania, United States. Specializing in physiotherapy, Scott Wise offers top-quality care and personalized treatment plans to help patients recover from injuries, manage chronic pain, and improve their overall physical well-being. With a team of skilled and experienced physiotherapists, Scott Wise is dedicated to providing exceptional care and support to every individual that walks through their doors. Whether you are recovering from surgery, dealing with a sports injury, or simply looking to improve your mobility, Scott Wise is here to help you achieve your health and wellness goals.

Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC Located at 3438 Pennsylvania 208, New Wilmington, Pennsylvania 16142, United States, Victoria Whelan operates as an Associate Financial Advisor under the umbrella of Ameriprise Financial Services, LLC. Specializing in a broad spectrum of financial advisory services, Victoria Whelan is committed to providing personalized financial solutions tailored to meet the diverse needs of her clients.

Bill Messner Contrarian Investment Advisory, LLC is a distinguished financial advisory firm located at 3009 Wilmington Rd Suite C-1A, New Castle, PA 16105, United States. Specializing in contrarian investment strategies, the firm is dedicated to providing clients with insightful and innovative financial solutions that go against the conventional market trends. Under the expert guidance of Bill Messner, the firm offers personalized investment advice, portfolio management, and comprehensive financial planning services designed to help clients achieve their long-term financial goals. With a commitment to excellence and a client-centric approach, Bill Messner Contrarian Investment Advisory, LLC stands out as a trusted partner in navigating the complexities of the financial market.

Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC Located at 313 N Market St, New Wilmington, PA 16142, Victoria Whelan serves as an Associate Financial Advisor at Ameriprise Financial Services, LLC. Specializing in a wide range of financial services, Victoria is dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies.

Victoria Whelan is an esteemed Associate Financial Advisor affiliated with Ameriprise Financial Services, LLC. Located in the heart of New Wilmington, PA, Victoria offers a comprehensive suite of financial advisory services designed to address the unique needs of individuals and small business owners. Her expertise spans a wide range of financial planning and investment strategies, backed by several prestigious certifications and designations.Certifications and Expertise:1. Accredited Asset Management Specialist℠ (AAMS™): - Victoria adheres to a strict code of ethics and has successfully completed coursework focused on applying investment concepts to real-world scenarios, including asset allocation, estate planning, and insurance products.2. Accredited Domestic Partnership Advisor™ (ADPA™): - Specializes in wealth transfers, federal taxation, retirement planning, and end-of-life financial needs for domestic partners. Victoria has passed a rigorous examination that evaluates her ability to synthesize complex financial concepts.3. Accredited Estate Planner® (AEP®):

Brian L Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC, is a distinguished financial advisory business located at 3438 PA-208 Ste 2, New Wilmington, PA 16142, United States. Specializing in a wide array of financial services, Brian L Taylor offers expert guidance tailored to meet the unique needs of individuals, retirees, and small business owners. With a strong commitment to ethical practices and continuing education, Brian L Taylor holds multiple certifications that underscore his expertise in various financial domains. The AAMS™ certification signifies proficiency in asset management, investment strategies, and estate planning, ensuring clients receive informed advice on asset allocation and investment opportunities. As an Accredited Domestic Partnership Advisor™ (ADPA™), Brian is well-versed in wealth transfers, federal taxation, and financial planning for domestic partners, addressing complex financial and medical needs.