TOP 10 Business succession planning strategy in Wilkes-Barre, Pennsylvania
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The William G. McGowan School of Business
The William G. McGowan School of Business is a prestigious university located at 131 North River Street in Wilkes-Barre, Pennsylvania, United States. As a leading institution in business education, we offer a wide range of programs and courses designed to prepare students for successful careers in the business world. Our faculty consists of experienced professionals who are dedicated to providing students with a high-quality education and real-world experience. With state-of-the-art facilities and a strong network of alumni, the William G. McGowan School of Business is committed to helping students achieve their academic and career goals.
Jewelcor Inc
Jewelcor Inc, located at 100 Wilkes-Barre Boulevard in Wilkes-Barre, Pennsylvania, is a prestigious institution offering real estate and travel agency services. Led by Seymour Holtzman, a seasoned professional with over 40 years of experience in managing public companies, Jewelcor Inc is well-known in the business world and has been featured in top national publications such as Forbes and The Wall Street Journal. As the President and Chief Executive Officer of Jewelcor Inc, Mr. Holtzman has successfully overseen the operations of the company, which was previously listed on the New York Stock Exchange and operated retail stores across the United States. Additionally, he serves as the Chairman and Chief Executive Officer of Jewelcor Management Inc, a company specializing in investment and management services.
Bankers Life
Bankers Life is a finance, health, and insurance agency located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, Washington National Insurance Company, and partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. Planning for long-term care is crucial as healthcare costs rise, and our team is here to help you prepare for the future. We are currently recruiting agents, managers, and investment professionals who are passionate about helping others achieve financial security in retirement. Our award-winning training programs and flexible schedules provide a path to success in your local branch office. Join us at Bankers Life and achieve more in your career.
Navient
Navient, located at 220 Lasley Avenue in Wilkes-Barre, Pennsylvania, is a finance institution that provides technology-enabled education finance and business processing solutions. They aim to simplify complex programs and help millions of people achieve success. Their solutions can save time and money, offering comparisons from top providers at The Marketplace. From student loans to business processing solutions, Navient helps clients and individuals achieve their goals. Their performance-driven culture delivers exceptional results, with a focus on enhancing healthcare finances and access in Alaska and beyond. They support local communities, promote integrity and equality in their workforce, and prioritize environmental responsibility in their business practices. Join Navient and experience a commitment to social and economic well-being.
Kevin Parent
Kevin Parent is a reputable doctor's office located at 1000 East Mountain Boulevard in Wilkes-Barre, Pennsylvania. Our team of healthcare professionals is dedicated to providing top-quality medical care to patients of all ages. From routine check-ups to specialized treatments, we strive to ensure that every patient receives the personalized attention and care they deserve. With a focus on preventative care and patient education, Kevin Parent is committed to helping individuals achieve and maintain optimal health and wellness. Schedule an appointment with us today and experience the difference our compassionate and skilled team can make in your healthcare journey.
Institute-Human Resources-Services
The Institute of Human Resources Services is a leading educational institution located at 287 Matson Avenue in Wilkes-Barre, Pennsylvania. Our institute is dedicated to providing high-quality training and certification programs for professionals in the field of human resources. With a team of experienced instructors and a comprehensive curriculum, we aim to equip our students with the knowledge and skills necessary to excel in their careers. Whether you are looking to advance your career or enter the field of human resources, the Institute of Human Resources Services is here to help you achieve your goals. Contact us today to learn more about our programs and how we can support your professional development.
The Hazzouri Group - Morgan Stanley
The Hazzouri Group at Morgan Stanley is a renowned financial institution located at 1065 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. With a team of experienced financial advisors, they offer a wide range of services including investment management, retirement planning, and wealth management. Clients can trust The Hazzouri Group to provide personalized financial solutions tailored to their individual needs and goals. With a commitment to excellence and a track record of success, The Hazzouri Group at Morgan Stanley is a trusted partner in helping clients achieve their financial objectives.
Financial Growth Partners
Financial Growth Partners is a leading finance and insurance agency located at 1140 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. Whether you are looking for investment advice, insurance coverage, or retirement planning services, we are here to provide personalized solutions tailored to your specific needs. Trust Financial Growth Partners to be your partner in financial success.
Merrill Lynch Financial Advisor Ronald Douglas Coltrane
Merrill Lynch Financial Advisor Ronald Douglas Coltrane, located at 600 Baltimore Drive in Wilkes-Barre, Pennsylvania, is committed to helping you manage your wealth with a personalized approach tailored to your unique financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Ronald Coltrane can help you create a flexible strategy that adapts to changing market conditions. As a part of the Merrill Lynch tradition of community involvement, Ronald Coltrane volunteers his time with organizations in the local community, demonstrating a commitment to serving others. Through the Merrill Personal Wealth Analysis™ process, he can work with you to build a personalized plan centered on your goals and aspirations, providing advice and guidance to help you achieve financial success.
Kevin J Krugel - Financial Advisor, Ameriprise Financial Services, LLC
Kevin J Krugel - Financial Advisor, Ameriprise Financial Services, LLC, located at 100 Wilkes-Barre Boulevard in Wilkes-Barre, Pennsylvania, offers personalized financial advice, investments, and solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Kevin J Krugel can assist in saving for major purchases or meeting current financial needs. Background and qualification information can be found on FINRA's BrokerCheck website, and clients can access the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure for additional information. Kevin J Krugel may only conduct securities business in states where properly registered, as listed on FINRA's BrokerCheck website. The institution provides an initial consultation to discuss financial planning concepts and does not guarantee future financial results. Clients can rely on the Ameriprise Financial Website Rules and Regulations for terms of use, and Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Referrals are welcome, and clients can expect to hear from Kevin J Krugel soon to discuss their financial goals.
Mark Katarsky - Financial Advisor, Ameriprise Financial Services, LLC
Mark Katarsky - Financial Advisor at Ameriprise Financial Services, LLC, located at 100 Wilkes-Barre Boulevard in Wilkes-Barre, Pennsylvania, offers a wide range of financial services to meet the needs of individuals and businesses. Mark Katarsky holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, investment strategies, estate planning, and retirement planning. With a focus on ethical practices and continuing education, Mark Katarsky is committed to providing comprehensive financial advice to his clients. Whether you are planning for retirement, managing investments, or navigating complex financial decisions, Mark Katarsky can help guide you towards a secure financial future.
Chancellor Financial Group
Chancellor Financial Group is a leading finance institution located at 60 Public Square in Wilkes-Barre, Pennsylvania, United States. With a team of experienced financial experts, Chancellor Financial Group 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, Chancellor Financial Group is dedicated to providing personalized solutions to meet your needs. Trust Chancellor Financial Group to help you navigate the complexities of the financial world and secure a prosperous future.
Berkshire Asset Management Llc
Berkshire Asset Management LLC is a finance institution located at 46 Public Square in Wilkes-Barre, Pennsylvania, United States. With a focus on providing expert financial guidance and investment management services, Berkshire Asset Management LLC aims to help clients achieve their financial goals and secure their future. The institution prides itself on its personalized approach, tailored to each client's unique needs and circumstances. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Berkshire Asset Management LLC is dedicated to helping you succeed.
Merrill Lynch Financial Advisor Stephen J Rosenthal
Merrill Lynch Financial Advisor Stephen J Rosenthal is a finance institution located at 600 Baltimore Drive, Wilkes-Barre, Pennsylvania, United States. The Youngman, Rosenthal & Shaffer Wealth Management Group at Merrill Lynch is dedicated to providing exemplary client service and has been recognized as one of Forbes "Best-in-State Wealth Management Teams" in 2023 and 2024. With over 145 years of combined experience, the team is committed to helping clients achieve their financial goals, whether it be retirement planning, education funding, home purchasing, or estate planning. They take the time to understand each client's unique needs and design a customized wealth management plan to help them pursue their personal financial goals while managing investment risk. The institution offers personalized investment strategies and comprehensive financial solutions to address the evolving needs and priorities of clients. Merrill Lynch Wealth Management Advisors prioritize building strong client relationships based on trust and personalized service, helping clients navigate the complexities of their financial lives and achieve their goals.
Musto Tax & Insurance Services
Musto Tax & Insurance Services is a reputable finance institution located at 1065 Pennsylvania 315 in Wilkes-Barre, Pennsylvania. Specializing in tax preparation and insurance services, our knowledgeable team is dedicated to providing personalized financial solutions to meet the unique needs of our clients. With a commitment to excellence and customer satisfaction, Musto Tax & Insurance Services is your trusted partner in achieving your financial goals.
The Polaris Legacy Group - Morgan Stanley
The Polaris Legacy Group at Morgan Stanley is a leading financial institution located in Wilkes-Barre, Pennsylvania. Our team of experienced professionals provides personalized wealth management and investment services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, we are dedicated to helping individuals and families navigate the complexities of the financial world. Visit us at 1065 Pennsylvania 315 to learn more about how we can help you secure your financial future.
Dave's Tax Services
Dave's Tax Services is a trusted accounting and finance institution located at 596 North Main Street in Wilkes-Barre, Pennsylvania. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Our dedicated staff is committed to helping our clients navigate the complexities of tax laws and regulations to ensure their financial success. Whether you need assistance with tax preparation, planning, or consulting, Dave's Tax Services is here to help. Contact us today to schedule an appointment and let us take the stress out of tax season.
Daley Income Tax Services
Daley Income Tax Services is a reputable accounting and finance institution located at 30 Hughes Street in Wilkes-Barre, Pennsylvania, United States. With a team of experienced professionals, they specialize in providing top-notch income tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, Daley Income Tax Services is dedicated to helping you navigate the complex world of taxes with ease and accuracy. Trustworthy, reliable, and committed to your financial success, Daley Income Tax Services is the go-to institution for all your tax needs.
Murphy Schardien CPA LLC
Murphy Schardien CPA LLC is a reputable accounting and finance institution located at 22 Brader Drive in Wilkes-Barre, Pennsylvania, United States. Led by J. Martin Murphy, CPA and Anne Murphy Schardien, CPA, the firm boasts over 50 years of combined experience in the field. Specializing in a wide range of accounting, consulting, and tax services for both businesses and individuals, the team at Murphy Schardien CPA LLC offers personalized attention to cater to each client's specific needs. With a strong track record of successfully resolving issues with Federal, State, and Local agencies on behalf of their clients, the firm understands the current economic climate and can provide tailored recommendations to suit individual circumstances. Trust Murphy Schardien CPA LLC for expert financial guidance and support.
Diamond City Partnership
Diamond City Partnership is a finance institution located at 4 Public Square in Wilkes-Barre, Pennsylvania, United States. As a leading financial institution in the area, Diamond City Partnership offers a wide range of financial services to individuals and businesses. With a team of experienced professionals, they provide personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Diamond City Partnership is dedicated to providing top-notch service and expertise. Visit them today to see how they can help you secure your financial future.
ESSA Bank and Trust
Welcome to ESSA Bank & Trust, your trusted financial partner located at 975 Pennsylvania 390, Cresco, Pennsylvania. We are a full-service bank dedicated to providing exceptional banking services to individuals, businesses, and communities throughout the region. As a Member FDIC institution, we offer a wide range of deposit products and financial services tailored to meet your needs. At ESSA Bank & Trust, we understand the importance of convenience and accessibility. While our corporate offices and branches will be closed in observance of Labor Day on Monday, September 2, 2024, our online banking and mobile apps remain available 24/7 to assist you with your banking needs anytime, anywhere.
ESSA Bank and Trust
Welcome to ESSA Bank & Trust - Your Trusted Financial Partner in East Stroudsburg Located at 75 Washington Street, East Stroudsburg, Pennsylvania, ESSA Bank & Trust is committed to providing comprehensive banking and financial services to our community. As a full-service bank, we offer a range of solutions including personal and business banking, commercial lending, and financial advisory services. Our convenient ATM services ensure you have access to your funds whenever you need them.
ESSA Bank and Trust
Welcome to ESSA Bank & Trust, your trusted partner in banking, finance, and community service located at 5120 Milford Road, East Stroudsburg, Pennsylvania. At ESSA, we pride ourselves on offering a wide range of financial services, including personal and business banking, commercial lending, and financial advisory services through our subsidiary, ESSA Advisory Services, LLC. Our commitment to convenience and security means that even when our corporate offices and branches are closed for holidays like Labor Day, our online banking and mobile apps remain available 24/7 to meet your banking needs. We understand the importance of staying safe online and offer resources to help you navigate the digital world securely.
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