Career financial planning in Pennsylvania
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Career and College Counselors
Career and College Counselors is a finance institution located at 221 Skyline Drive in East Stroudsburg, Pennsylvania, United States. Our team of experienced counselors provide personalized guidance and support to individuals looking to make informed decisions about their career and education pathways. Whether you are a high school student exploring college options, a working professional considering a career change, or someone looking to enhance your skills through further education, our counselors are here to help you navigate the complex world of finance and education. Contact us today to schedule a consultation and take the next step towards achieving your goals.
Donna Roggio ~ Financial Strategistist & Business Consultant ~ Personal Growth Coach
Donna Roggio is a highly experienced financial strategist, business consultant, and personal growth coach based in Furlong, Pennsylvania. With a focus on helping individuals and businesses achieve their financial goals and personal development, Donna offers expert guidance and support to clients looking to improve their financial situation and reach new levels of success. Located at 720 Edison Furlong Road, Donna Roggio's institution is a trusted resource for those seeking to enhance their financial literacy, business acumen, and personal growth.
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.
LPL Financial
LPL Financial is a leading finance institution located at 1378 Freeport Road in Pittsburgh, Pennsylvania, United States. They offer a wide range of financial services including investment advice, retirement planning, and wealth management. With a team of experienced financial advisors, LPL Financial is dedicated to helping clients achieve their financial goals and secure their financial future.
Robert Monkelis - Prudential Financial
Robert Monkelis - Prudential Financial is a reputable finance and insurance agency located at 1464 North Main Street in Punxsutawney, Pennsylvania, United States. With a strong commitment to providing top-notch financial services and insurance products, this institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. The team at Robert Monkelis - Prudential Financial is highly experienced and knowledgeable, offering personalized solutions tailored to meet the unique needs of each client. Whether you are looking for retirement planning, investment advice, or insurance coverage, you can trust Robert Monkelis - Prudential Financial to provide expert guidance and support.
Sofia Financial
Sofia Financial is a finance institution located at 1055 Westlakes Drive in Berwyn, Pennsylvania, United States. We specialize in providing financial guidance and support to women - whether single, divorced, widowed, or married - who are seeking a partner in making important financial decisions. Our founder, with 23 years of experience as a financial advisor, started Sofia Financial to offer a more personalized and supportive approach to financial planning for women. We use insights from Behavioral Finance to help our clients make better money decisions and feel more confident about their financial future. Our clients are smart, passionate women who prefer to focus on other aspects of their lives, knowing that they have a dedicated partner in all financial matters. If you're ready to have a trusted ally in your financial decision-making, contact Sofia Financial today. Investment advice is offered through Private Advisor Group, a registered investment advisor. Please note that Private Advisor Group and Sofia Financial are separate entities.
Life Stage Financial Solutions
Life Stage Financial Solutions is a finance institution located at 31 Blenheim Drive in Easton, Pennsylvania. Our team of experienced professionals is dedicated to helping individuals navigate the complexities of financial planning and management at every stage of life. Whether you are just starting out in your career, planning for retirement, or looking to grow your wealth, we are here to provide personalized solutions tailored to your unique goals and needs. With a focus on transparency, integrity, and client satisfaction, Life Stage Financial Solutions is committed to helping you achieve financial success and peace of mind.
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.
Financial Solutions
Financial Solutions is a trusted finance institution located at 75 Street Road in Southampton, Pennsylvania, United States. Our team of experienced financial advisors are dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. From investment planning to retirement savings, we offer a wide range of services to meet our clients' needs. Visit us today to learn how we can help you secure your financial future.
Ameriprise Financial Services, Inc.
Ameriprise Financial Services, Inc. is a finance institution located at 1098 Washington Crossing Road in Washington Crossing, Pennsylvania, United States. Each Ameriprise advisor has specific areas of focus, allowing you to find the best match for your financial goals. You can review their backgrounds, credentials, and experience to make an informed decision. To connect with your desired advisor, simply fill out the "Request consultation" form and they will reach out to schedule a complimentary initial consultation. Visit Ameriprise Financial Services, Inc. to take control of your financial future.
Merrill Lynch Financial Advisor Jeffrey B Hill
Merrill Lynch Financial Advisor Jeffrey B Hill, located at 1040 Stony Hill Road, Yardley, Pennsylvania, United States, is a renowned finance institution that has earned industry accolades for creating enduring relationships and delivering positive results. The team at The Hill Group boasts decades of experience and a unique blend of skills, knowledge, and capabilities to work with client families of all ages and backgrounds. With three advisors holding the CERTIFIED FINANCIAL PLANNER™ certification, the institution is dedicated to helping clients explore, prioritize, and achieve their financial goals. The team's objective is to develop a deep understanding of how clients view their wealth and to craft meaningful strategies that address their financial needs. With over 110 years of cumulative wealth management experience, The Hill Group is committed to serving clients with energy, acumen, and integrity. The institution offers a breadth of potential solutions, premier customer service, and financial tools tailored to each client's unique circumstances. Recognized by Forbes for their exemplary client service, the team at Merrill Lynch Financial Advisor Jeffrey B Hill is committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, clients can create a personalized financial plan centered on their goals and aspirations. The team at The Hill Group is dedicated to helping clients stay on track to achieve what's most important to them, adapting their approach as their life and financial goals evolve. With a focus on understanding each client's individual needs and priorities, Merrill Lynch Financial Advisor Jeffrey B Hill offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.
NEPA Career and College Counseling Associates
NEPA Career and College Counseling Associates is a leading institution located at 120 North Abington Road in Clarks Green, Pennsylvania, United States. Our team of experienced professionals provides expert guidance and support to individuals seeking to navigate the complexities of career and college decision-making. Whether you are a high school student exploring post-secondary options or a working professional looking to advance your career, we offer personalized counseling services to help you achieve your goals. Trust NEPA Career and College Counseling Associates to provide the guidance and resources you need to succeed in your educational and professional endeavors.
College Planning Network
College Planning Network is a comprehensive resource for students and families looking to navigate the complex world of college admissions and financial planning. Located at 120 Arrandale Boulevard in Exton, Pennsylvania, our institution offers expert guidance and support to help students achieve their academic and career goals. From selecting the right college to securing financial aid, our team of experienced counselors is dedicated to helping students make informed decisions and plan for a successful future. Whether you are a high school student preparing for college or a parent seeking guidance on financing your child's education, College Planning Network is here to help every step of the way.
College Planning Assistance
College Planning Assistance is a comprehensive resource located at 3212 Masters Hill Road in Fogelsville, Pennsylvania. Our institution is dedicated to providing expert guidance and support to students and families navigating the college planning process. From selecting the right schools to preparing for standardized tests and completing applications, our experienced advisors are here to help every step of the way. With a focus on personalized attention and tailored solutions, College Planning Assistance is committed to helping students achieve their academic and career goals. Visit us today to start planning for your future success.
College Planning Service America
College Planning Service America is a premier institution located at 1021 West 8th Avenue in King of Prussia, Pennsylvania. We specialize in providing expert guidance and support to students and families as they navigate the college planning process. Our experienced counselors work closely with each individual to create a personalized plan that aligns with their academic goals, financial considerations, and career aspirations. Whether you need help with college selection, application assistance, financial aid planning, or test preparation, our team is dedicated to helping you achieve success in your educational journey. Visit us today to learn more about how College Planning Service America can help you reach your full potential.
Wallace College Planning
Wallace College Planning is an educational institution dedicated to helping students navigate the complex world of college admissions and financial aid. Located at 3651 Newbolt Court in Doylestown, Pennsylvania, our team of experienced advisors provides personalized guidance to students and their families as they prepare for the next chapter of their academic journey. From choosing the right schools to maximizing scholarship opportunities, Wallace College Planning is committed to helping students achieve their higher education goals.
Galen Bargerstock - Prudential Financial
Galen Bargerstock - Prudential Financial is a reputable finance and insurance agency located at 51 11th Street in Lucerne Mines, Pennsylvania, United States. With a strong focus on providing personalized financial solutions and comprehensive insurance coverage, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are planning for retirement, investing for the future, or seeking insurance coverage, Galen Bargerstock - Prudential Financial is committed to delivering top-notch service and expertise to meet your needs. Visit us today to learn more about our services and how we can help you secure a stable financial future.
Dino Bryant: Primerica - Financial Services
Dino Bryant: Primerica - Financial Services is a reputable finance and insurance agency located at 1012 North Bethlehem Pike in Ambler, Pennsylvania, United States. With a strong focus on helping individuals and families achieve financial security and stability, Dino Bryant and his team offer a wide range of financial services including investment planning, retirement planning, life insurance, and more. With a commitment to providing personalized and comprehensive financial solutions, Dino Bryant: Primerica - Financial Services is dedicated to helping clients reach their financial goals and secure their future.
Ryan Lindley - Prudential Financial
Ryan Lindley - Prudential Financial is a reputable finance and insurance agency located at 4225 Durham Road in Ottsville, Pennsylvania, United States. With a focus on providing top-notch financial planning and insurance solutions, our team of experts is dedicated to helping individuals and businesses secure their financial future. Whether you are looking for retirement planning, investment advice, or insurance coverage, we have the expertise to guide you through the process and tailor a plan that meets your specific needs. Trust Ryan Lindley - Prudential Financial to be your partner in achieving your financial goals.
Principal Financial Group
Principal Financial Group: Your Partner in Financial Well-Being Located at 2100 Georgetown Dr Suite 100, Sewickley, PA 15143, Principal Financial Group is your local finance and insurance agency dedicated to helping you protect what matters most. As part of the Principal® Financial Network of Mid-Atlantic, we are a proud member of a nationwide affiliated group of financial professionals committed to enhancing the financial well-being of individuals, businesses, and their employees.
Merrill Lynch Financial Advisor Chad M Irving
About the Business: Merrill Lynch Financial Advisor Chad M. Irving offers a comprehensive array of financial services, combining the investment solutions of Merrill with the banking products of Bank of America. Operating from the 49th floor at 600 Grant Street in Pittsburgh, PA, Chad provides clients with timely insights into market trends and the global economy, helping them stay on track with their financial goals.
Merrill Lynch Financial Advisor Michelle Kish
At Merrill Lynch Financial Advisor Michelle Kish, we pride ourselves on providing expert financial advice and comprehensive wealth management services to individuals and families in all stages of their financial journey. Located in the heart of Pittsburgh, PA, our team at the Kish Morrison Group believes that true wealth management extends beyond mere investment strategies. We adopt a holistic approach to help you design financial plans that are aligned with your most significant life goals, not just for your lifetime but for generations to come.Our Philosophy: Our investment philosophy is grounded in core principles that prioritize risk-adjusted returns, long-term asset allocation, and tax efficiency. We carefully select investment managers with consistent performance records and emphasize a total return approach that includes both price appreciation and income generation. We avoid market timing and focus on creating strategies that are resilient and adaptable.Services Offered:
New York Life Insurance
New York Life Insurance is a reputable finance and insurance agency located at 225 West Station Square Drive in Pittsburgh, Pennsylvania. With a long history of providing reliable and comprehensive insurance coverage, New York Life is committed to helping individuals and families protect their financial futures. Their team of experienced agents offers personalized service and expert guidance to help clients find the right insurance solutions for their needs. Trust New York Life Insurance to safeguard your assets and provide peace of mind for the future.
New York Life Insurance
New York Life Insurance is a reputable finance and insurance agency located at 555 East City Avenue in Bala Cynwyd, Pennsylvania, United States. With a long history of providing reliable and comprehensive insurance coverage, New York Life Insurance is dedicated to helping individuals and families protect their financial futures. Their team of experienced agents offers personalized service and a wide range of insurance products to meet the unique needs of each client. Trust New York Life Insurance to provide peace of mind and financial security for you and your loved ones.
Anthony Cecchini - State Farm Insurance Agent
Anthony Cecchini - State Farm Insurance Agent is located at 556 Lincoln Avenue in Bellevue, Pennsylvania. As an insurance agency, we offer a range of products and services including auto insurance, homeowner's insurance, renter's insurance, life insurance, and financial services. Our team is dedicated to providing high-quality customer service and insurance knowledge to help you protect what matters most. Our agency was founded by Anthony Cecchini, who has years of experience in the insurance industry. Born and raised in Wellsburg, West Virginia, Anthony attended West Virginia University where he received his bachelor's degree in Economics and Finance. After living in the Washington DC area, he and his wife Heidi moved to Pittsburgh, where they are raising their two sons. Anthony's goal is to provide customers in Allegheny County, as well as neighboring communities in Ohio, with State Farm Insurance products and financial services to prepare them for life's unexpected events.
T Rankin - State Farm Insurance Agent
T Rankin - State Farm Insurance Agent is a health and insurance agency located at 12125 Frankstown Road in Pittsburgh, Pennsylvania, United States. With a focus on providing personalized insurance plans for individuals and families, T Rankin offers a range of insurance options including auto, home, life, renters, and business insurance. The agency is dedicated to ensuring that clients are protected and covered in all aspects of their lives. Outside of the office, T Rankin enjoys spending time with his wife and their French bulldog, Paris. He is passionate about building relationships and creating lasting memories with family and friends. In his free time, T Rankin enjoys activities such as golf, basketball, outdoor adventures, and sharing meals with loved ones.
The Lagoni Mortgage Group Powered by Stockton Mortgage NMLS #8259
The Lagoni Mortgage Group Powered by Stockton Mortgage NMLS #8259 is a finance institution located at 2581 Washington Road, Upper Saint Clair, Pennsylvania, United States. Founded by Jeff Lagoni, who started his career as a solo loan officer and later built a strong team of professionals who are among the top 1% of loan originators in the US. The team provides services ranging from low/moderate income assistance programs to luxury homes, with a focus on building relationships and providing exceptional customer care. Jeff Lagoni's dedication to serving others and giving back to the community is reflected in the team's work ethic and success. Clients have praised the team for their responsiveness, support, and efficiency throughout the loan process. Whether you are a first-time homebuyer or looking to refinance, The Lagoni Mortgage Group is a highly recommended choice for all your mortgage needs.
SMB Franchise Advisors
SMB Franchise Advisors is a leading consulting firm located at 124 East Court Street in Doylestown, Pennsylvania, United States. We specialize in helping individuals and businesses navigate the complexities of franchising, providing expert guidance on franchise opportunities, business development, and growth strategies. Our team of experienced advisors is dedicated to helping our clients achieve their goals and maximize their success in the competitive world of franchising. Contact us today to learn more about how we can help you take your business to the next level.
Kim Esposito
Kim Esposito Real Estate is a premier real estate service located at 9600 Old Perry Highway, Pittsburgh, Pennsylvania 15237, United States. Kim Esposito is a dedicated real estate professional who prides herself on staying educated and current with the latest industry credentials, including ABR (Accredited Buyer's Representative), AHWD (At Home with Diversity), PSA (Pricing Strategy Advisor), SES (Short Sales and Foreclosure Resource), SRES (Seniors Real Estate Specialist), and more. With a commitment to excellence and a deep understanding of the local market, Kim Esposito offers personalized and expert guidance to help clients navigate the complexities of buying, selling, or investing in real estate. Whether you're a first-time homebuyer, looking to downsize, or seeking investment opportunities, Kim Esposito Real Estate is your trusted partner in achieving your real estate goals.
Courtney Lisk - State Farm Insurance Agent
Courtney Lisk - State Farm Insurance Agent is a trusted insurance agency located at 1759 Sanderson Avenue in Scranton, Pennsylvania. As a State Farm Insurance Agent, Courtney Lisk provides a wide range of insurance products and services to meet the needs of individuals and families in the area. With a commitment to excellent customer service and personalized insurance solutions, Courtney Lisk is dedicated to helping clients protect what matters most to them. Whether you need auto, home, life, or business insurance, Courtney Lisk is here to help you find the right coverage at the right price. Contact us today to learn more about how we can assist you with your insurance needs.
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