TOP 30 Best Certified financial planner certifications in Pennsylvania
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Edward Jones - Financial Advisor: Tim Mannino, AAMS™
Edward Jones - Financial Advisor: Tim Mannino, AAMS™ is a trusted financial institution located at 106 Erie Street in Edinboro, Pennsylvania. As a dedicated financial advisor, Tim Mannino offers personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning, retirement planning, and investment strategies tailored to each client's unique needs. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Tim Mannino, AAMS™ at Edward Jones is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Edward Jones - Financial Advisor: John C Walter, ABFP™|AAMS™|CRPC™|CRPS™
Edward Jones - Financial Advisor: John C Walter, ABFP™|AAMS™|CRPC™|CRPS™ is a reputable financial institution located at 105 Freeport Road in Pittsburgh, Pennsylvania, United States. With a team of experienced advisors, including John C Walter who holds multiple certifications, they provide personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Edward Jones is dedicated to providing tailored solutions to meet your individual needs. Trust in their expertise and commitment to helping you secure a strong financial future.
Timothy Henry - Private Wealth Advisor, Ameriprise Financial Services, LLC
Timothy Henry - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 232 West Otterman Street in Greensburg, Pennsylvania, offers a range of financial services to meet the needs of individuals and businesses. Timothy Henry holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, investment strategies, estate planning, and retirement planning. With a commitment to ethical practices and ongoing education, Timothy Henry provides personalized financial advice tailored to each client's unique goals and circumstances. Whether you are planning for retirement, managing your investments, or navigating complex financial situations, Timothy Henry is dedicated to helping you achieve financial success.
Brent Makarczyk - Financial Advisor, Ameriprise Financial Services, LLC
Brent Makarczyk - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 575 Pierce Street, Kingston, Pennsylvania, United States. The institution offers a wide range of financial services and is certified in various areas including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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®. The institution is dedicated to providing expert financial advice and assistance to individuals, retirees, small business owners, and high net worth clients. Brent Makarczyk and his team of professionals are committed to upholding the highest standards of ethics and professionalism in the field of finance.
Edward Jones - Financial Advisor: Fanny Cruz, CFP®|CIMA®|AAMS™|CKA®
Edward Jones - Financial Advisor: Fanny Cruz, CFP®|CIMA®|AAMS™|CKA® is a top-tier financial institution located in Blue Bell, Pennsylvania, United States. Specializing in wealth management and financial planning, Fanny Cruz and her team provide expert advice and personalized solutions to help clients achieve their financial goals. With certifications such as CFP®, CIMA®, AAMS™, and CKA®, clients can trust in the expertise and professionalism of the advisors at Edward Jones. Visit their office at 3 Valley Square to start planning for a secure financial future.
Gerald Camera - Private Wealth Advisor, Ameriprise Financial Services, LLC
Gerald Camera - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1525 Valley Center Parkway in Bethlehem, Pennsylvania, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to address the diverse financial needs of their clients. Some of the certifications offered include 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 cover a wide range of topics including asset management, retirement planning, estate planning, investment strategies, and more. Advisors at Gerald Camera - Private Wealth Advisor, Ameriprise Financial Services, LLC are committed to providing expert financial advice and guidance to their clients.
Bronwyn Martin - Financial Advisor, Ameriprise Financial Services, LLC
Bronwyn Martin - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 107 West State Street, Kennett Square, Pennsylvania, United States. The institution offers a range of financial services and is staffed by professionals with various certifications and designations, 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 designations indicate expertise in various areas of financial planning and management, including asset allocation, retirement planning, estate planning, risk management, investment analysis, and more. The institution is committed to providing comprehensive and tailored financial advice to individuals and businesses, with a focus on meeting the unique needs of each client.
Edward Jones - Financial Advisor: John R Heeter, CFP®|AAMS™
Edward Jones - Financial Advisor: John R Heeter, CFP®|AAMS™ is a reputable financial institution located at 166 South Main Street in Chambersburg, Pennsylvania. With a focus on providing personalized financial planning services, John R Heeter, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for your children's education, Edward Jones is dedicated to helping you make informed decisions and secure your financial future. Visit us today to schedule a consultation and start planning for tomorrow.
Michael Rama - Financial Advisor, Ameriprise Financial Services, LLC
Michael Rama is a Financial Advisor at Ameriprise Financial Services, LLC, located at 5 East Germantown Pike in Plymouth Meeting, Pennsylvania. He holds multiple 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 his expertise in asset management, estate planning, retirement planning, investment management, and more. Michael Rama is dedicated to providing comprehensive financial advice and services to individuals and businesses, with a focus on meeting the unique needs of each client.
Edward A Krisuk - Financial Advisor, Ameriprise Financial Services, LLC
Edward A Krisuk is a financial advisor at Ameriprise Financial Services, LLC located at 2021 East State Street in Hermitage, Pennsylvania, United States. Edward A Krisuk holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers a range of services to individuals and small business owners, focusing on personalized financial planning and wealth management. With a commitment to ethical practices and continuing education, Edward A Krisuk is dedicated to helping clients achieve their financial goals and secure their financial future.
Edward Jones - Financial Advisor: Andrew W Dobies, CFP®
Edward Jones - Financial Advisor: Andrew W Dobies, CFP® is a reputable financial institution located at 5700 Corporate Drive in Pittsburgh, Pennsylvania. As a Certified Financial Planner (CFP®), Andrew W Dobies offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals, families, and businesses. Whether you are planning for retirement, saving for college, or investing for the future, Andrew W Dobies and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Michael Bruno - Financial Advisor, Ameriprise Financial Services, LLC
Michael Bruno is a financial advisor at Ameriprise Financial Services, LLC, located at 2021 East State Street in Hermitage, Pennsylvania, United States. Michael holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Michael is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need help with portfolio management, risk management, or tax planning, Michael Bruno is committed to helping you achieve your financial goals.
Michael Krisuk - Financial Advisor, Ameriprise Financial Services, LLC
Michael Krisuk is a Financial Advisor at Ameriprise Financial Services, LLC located at 2021 East State Street in Hermitage, Pennsylvania, United States. Michael 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 Michael's expertise in various aspects of financial planning, asset management, estate planning, retirement planning, and more. As a trusted advisor, Michael is committed to providing comprehensive and personalized financial solutions to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Contact Michael Krisuk at Ameriprise Financial Services, LLC for expert financial advice and guidance.
Edward Jones - Financial Advisor: Jon Williams, CFP®|ChFC®|AAMS™|CRPC™
Edward Jones - Financial Advisor: Jon Williams, CFP®|ChFC®|AAMS™|CRPC™ is a reputable financial institution located at 1062 East Main Street in Clarion, Pennsylvania, United States. Specializing in finance, this institution is led by experienced advisor Jon Williams who holds multiple certifications including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™). With a commitment to providing personalized financial solutions tailored to each client's unique needs, Edward Jones - Financial Advisor: Jon Williams is dedicated to helping individuals and families achieve their financial goals.
Olivia Casale - Associate Financial Advisor, Ameriprise Financial Services, LLC
Olivia Casale is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 575 Pierce Street in Kingston, Pennsylvania, United States. Olivia 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®. Olivia specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a strong emphasis on ethics and expertise in asset management, retirement planning, estate planning, and investment strategies, Olivia is dedicated to helping clients achieve their financial goals.
Timothy Rudy - Financial Advisor, Ameriprise Financial Services, LLC
Timothy Rudy is a Financial Advisor at Ameriprise Financial Services, LLC, located at 301 West Lancaster Avenue, Reading, Pennsylvania, United States. Timothy Rudy 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®. These certifications demonstrate Timothy Rudy's expertise in various areas of finance, including asset management, retirement planning, estate planning, investment strategies, and insurance products. As a highly qualified financial advisor, Timothy Rudy is committed to providing personalized and comprehensive financial advice to individuals and small business owners.
William Amesbury - Financial Advisor, Ameriprise Financial Services, LLC
William Amesbury is a Financial Advisor at Ameriprise Financial Services, LLC, located at 575 Pierce Street in Kingston, Pennsylvania, United States. William 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, ChFC®, 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 reflect William's expertise in asset management, estate planning, retirement planning, investment strategies, risk management, and more. As a Certified Military Financial Advisor®, William is also trained to serve veterans and active duty personnel. With a commitment to ethical practices and continuous education, William Amesbury is dedicated to providing comprehensive financial services to individuals and small business owners.
Nadine Bartkowski - Financial Advisor, Ameriprise Financial Services, LLC
Nadine Bartkowski is a Financial Advisor at Ameriprise Financial Services, LLC, located at 851 Commerce Boulevard, Dickson City, Pennsylvania, United States. Nadine holds various certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®), APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, 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®. Nadine is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net-worth clients, with a focus on estate planning, investment strategies, and risk management. With expertise in various areas of financial planning, Nadine is committed to helping clients achieve their financial goals and secure their financial future.
Allen S Hamilton - Financial Advisor, Ameriprise Financial Services, LLC
Allen S Hamilton - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 1525 Valley Center Parkway, Bethlehem, Pennsylvania, United States. The institution offers a range of certifications and designations for financial professionals, 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 various aspects of financial planning, investment management, estate planning, and specialized areas such as military financial advising. The institution is dedicated to providing comprehensive and expert financial advice to individuals and businesses, helping them achieve their financial goals and secure their financial future.
Brian Jamison - Financial Advisor, Ameriprise Financial Services, LLC
Brian Jamison is a Financial Advisor at Ameriprise Financial Services, LLC, located on West Oakland Avenue in Doylestown, Pennsylvania, United States. Brian holds several prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Chartered Advisor in Philanthropy® (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's expertise in various financial areas, such as asset management, retirement planning, estate planning, investment management, and more. With a focus on providing biblically wise financial advice and equipping clients for long-term financial success, Brian is dedicated to helping individuals and families achieve their financial goals. Contact Brian Jamison at Ameriprise Financial Services for personalized financial advice and expert guidance.
Jeffrey Jacoby - Private Wealth Advisor, Ameriprise Financial Services, LLC
Jeffrey Jacoby is a Private Wealth Advisor at Ameriprise Financial Services, LLC located on West Oakland Avenue in Doylestown, Pennsylvania, United States. Jeffrey Jacoby 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 Jeffrey Jacoby's expertise in various financial areas such as asset management, retirement planning, estate planning, investment strategies, and more. Jeffrey Jacoby is dedicated to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients.
Eric Kelman - Private Wealth Advisor, Ameriprise Financial Services, LLC
Eric Kelman is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2070 Butler Pike, Plymouth Meeting, Pennsylvania, United States. Eric holds multiple 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 cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and insurance products. Eric is dedicated to providing expert financial advice and assistance to individuals, retirees, small business owners, and high net worth clients. Contact Eric Kelman for comprehensive and personalized financial planning services.
Patrick T Wayman - Private Wealth Advisor, Ameriprise Financial Services, LLC
Patrick T Wayman is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 5 East Germantown Pike in Plymouth Meeting, 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, retirement planning, estate planning, investment strategies, risk management, and financial planning for various individuals and businesses. Patrick is dedicated to providing comprehensive and ethical financial advice to his clients, helping them achieve their financial goals and secure their future.
Michael Bruno - Financial Advisor, Ameriprise Financial Services, LLC
Michael Bruno - Financial Advisor, Ameriprise Financial Services, LLC Location: 2021 E State St, Hermitage, PA 16148, United States
Michael Krisuk - Financial Advisor, Ameriprise Financial Services, LLC
Michael Krisuk is a highly accomplished financial advisor affiliated with Ameriprise Financial Services, LLC, located in Hermitage, Pennsylvania. As an Ameriprise Platinum Financial Services® Advisor, Michael offers a wealth of knowledge and expertise to help clients navigate their financial journeys. He holds several prestigious certifications that reflect his dedication to providing comprehensive and ethical financial advice.
Merrill Lynch Financial Advisor Kristian Frederick Frank
Merrill Lynch Financial Advisor Kristian Frederick Frank is a knowledgeable and experienced finance institution located at 1108 Kennebec Drive, Chambersburg, Pennsylvania, United States. Kristian is dedicated to building strong relationships with his clients and helping them make important financial decisions. With a focus on helping clients be better stewards of their wealth, Kristian works to develop customized wealth management strategies that address various financial challenges. He holds certifications as a CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor™, and stays updated on innovative approaches to financial planning. Kristian's philosophy is centered on trust, outstanding service, and superior knowledge, aiming to exceed client expectations. He is actively involved in his community and supports various charitable organizations. By utilizing Merrill Personal Wealth Analysis™, Kristian helps clients document personalized financial plans that align with their goals and priorities. Through ongoing conversations and reviews, Kristian ensures that clients' financial approaches adapt to changes in their lives and the markets. With a focus on turning goals into reality, Kristian works with clients to help them pursue their financial aspirations while managing investment risk effectively.
Matthew J Wilson - Financial Advisor, Ameriprise Financial Services, LLC
Matthew 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.
Michael Hoffmann - Financial Advisor, Ameriprise Financial Services, LLC
Michael 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.
Scott Wilson - Financial Advisor, Ameriprise Financial Services, LLC
Scott Wilson 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®, 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 signify Scott's expertise in various aspects of financial planning, investment management, estate planning, retirement planning, and more. Scott is dedicated to providing comprehensive and personalized financial advice to his clients, helping them navigate complex financial situations and achieve their financial goals.
Menninger & Associates - Certified Financial Planner
Menninger & Associates is a Certified Financial Planner institution located at 820 Adams Avenue in Trooper, Pennsylvania, United States. They offer a variety of financial services and insights to help clients navigate the complex world of finance. Their Weekly Market Recap provides the latest economic news and insights, along with a summary of the U.S. stock market performance from the previous week. Additionally, they offer monthly articles on Tricks of the Trade to help clients stay ahead in the financial market.
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