Change management in Bala Cynwyd, PA
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Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide personalized wealth planning strategies tailored to each client's unique goals and circumstances. In addition to traditional investment advice, the branch offers retirement income planning, guidance on concentrated stock positions, and access to estate planning services through Bank of America. The advisors at Merrill Lynch Wealth Management are dedicated to client service and satisfaction, taking the time to understand each client's personal and professional goals. By leveraging industry analysts and specialists, the advisors can create comprehensive financial strategies designed to meet long-term objectives. The branch is also actively involved in charitable outreach and volunteerism to support the communities in which they operate.
2 Bala Plaza, Bala Cynwyd, PA 19004, United States -
Merrill Lynch Financial Advisor Victor Altadonna Sr
● OpenMerrill Lynch Financial Advisor Victor Altadonna Sr, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, offers personalized wealth management strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Victor Altadonna Sr can help you navigate today's changing market conditions. As a Wealth Management Client Associate and Resident Director Assistant, Victor Altadonna Sr focuses on understanding your priorities, family dynamics, and evolving goals. By starting with a conversation, he helps you identify what matters most to you and creates a personalized plan centered on achieving your aspirations.
2 Bala Plaza, Bala Cynwyd, PA 19004, United States -
Merrill Lynch Financial Advisor Doug Grom
● OpenMerrill Lynch Financial Advisor Doug Grom, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, United States, is dedicated to helping you manage your wealth by providing personalized wealth management strategies. With access to the investment insights of Merrill and the banking solutions of Bank of America, Doug Grom can assist you in creating a flexible financial strategy tailored to your goals and priorities. By participating in the community and volunteering with local organizations, Doug Grom embodies the Merrill tradition of serving the communities we work in. Through Merrill Personal Wealth Analysis™, Doug Grom can work with you to build a personalized financial plan centered around your goals. By understanding your investment preferences and financial goals, Doug can help you make informed decisions to pursue your aspirations, whether it's planning for retirement, buying a home, funding education, or passing wealth to future generations.
2 Bala Plaza, Bala Cynwyd, PA 19004, United States -
Merrill Lynch Financial Advisor Rocco Rugnetta
● OpenMerrill Lynch Financial Advisor Rocco Rugnetta, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, is a trusted institution offering personalized financial advisory and wealth management services. Rocco, a Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management, has over a decade of experience in managing retirement services and specializes in providing advisory services to affluent families, professionals, business owners, and corporate executives. With a focus on investments, retirement income strategies, corporate retirement plans, endowment & trust services, and college 529 plans, Rocco is dedicated to helping clients achieve their financial goals. Rocco holds an MBA in Finance and has earned designations such as Chartered Retirement Planning Counselor and Certified 401(k) Professional. He is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. By understanding each client's unique goals and priorities, Rocco and his team create customized financial strategies that evolve with changing life circumstances and market conditions.
2 Bala Plaza, Bala Cynwyd, PA 19004, United States -
Maven Inc
● OpenMaven Inc is a leading institution located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, United States. With a reputation for excellence in education and professional development, Maven Inc offers a wide range of courses and programs designed to help individuals reach their full potential. Whether you're looking to advance your career or acquire new skills, Maven Inc provides the resources and support needed to succeed. Our experienced faculty and state-of-the-art facilities ensure a high-quality learning experience for all students. Join us at Maven Inc and take the next step towards a brighter future.
2 Bala Plaza, Bala Cynwyd, PA 19004, United States -
Merrill Lynch Financial Advisor J. Norman Deitrich
● OpenMerrill Lynch Financial Advisor J. Norman Deitrich, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, United States, is a finance institution that prides itself on providing exemplary client service. Recognized by Forbes as "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors," the team at Merrill is dedicated to building strong client relationships based on trust and personalized service. Supported by the global resources of Merrill, the team, led by J. Norman Deitrich, is committed to helping clients achieve their financial goals, focusing on family, priorities, and goals as they evolve over time. The Adolph Group, led by William F. Adolph III, offers customized wealth management solutions backed by Merrill's global investment insights and Bank of America's banking products.
2 Bala Plaza UNIT 601, Bala Cynwyd, PA 19004, United States -
Merrill Lynch Financial Advisor Marc S Martinelli
● OpenMerrill Lynch Financial Advisor Marc S Martinelli is a finance institution located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. Nicole Morganheira, a Registered Wealth Management Client Associate with over 22 years of experience, is part of the team. She has the expertise to effectively handle all areas of client service with a positive attitude. The institution focuses on understanding clients' family, goals, and priorities to create personalized financial plans. By utilizing the Investment Personality Assessment, they tailor their approach to help clients pursue their financial goals. The institution offers tools such as the Merrill Personal Wealth Analysis™ to help clients stay on track and adapt their financial approach to reflect changes in their life and goals. Certified by the CFP Board, the institution provides a wide range of financial services and strategies to help clients achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Marc S Martinelli is committed to helping clients navigate the complexities of their financial lives.
2 Bala Plaza, Bala Cynwyd, PA 19004, United States -
Merrill Lynch Financial Advisor Justin P Walsh
● OpenMerrill 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.
2 Bala Plaza, Bala Cynwyd, PA 19004, United States -
Merrill Lynch Financial Advisor Maria C Pizzini
● OpenMerrill 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.
2 Bala Plaza, Bala Cynwyd, PA 19004, United States -
Merrill Lynch Financial Advisor Jason Pierce
● OpenMerrill Lynch Financial Advisor Jason Pierce, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, offers a comprehensive range of financial services for both institutions and individuals. The team at Merrill Lynch focuses on addressing the investing and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. With a commitment to building strong client relationships based on trust and personalized service, the team at Merrill Lynch is dedicated to helping clients pursue their financial goals. Merrill Lynch is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is supported by the global resources of Merrill and is comprised of talented and experienced individuals who are committed to providing exemplary client service.
2 Bala Plaza, Bala Cynwyd, PA 19004, United States -
Merrill Lynch Financial Advisor Samantha Guarnaccia
● OpenMerrill Lynch Financial Advisor Samantha Guarnaccia is a reputable finance institution located at 2 Bala Plaza, Bala Cynwyd, Pennsylvania, United States. Specializing in serving High-Net-Worth Individuals, Families, and Institutions, as well as Working & Retired Professionals and Senior Executives nationwide, the institution focuses on addressing seven key priorities with clients: Health, Home, Family, Leisure, Giving, Work, and Finance. By collaborating with trusted professionals and leveraging the resources of Merrill and Bank of America, the institution offers services such as Asset Allocation, Investment Management, Trust and Estate Planning, and Cash Flow Management. Recognized for their exemplary client service, the advisors at Merrill Lynch have been featured in Forbes' "Best-in-State Wealth Advisors" rankings multiple times. Committed to building strong client relationships based on trust and personalized service, the institution offers tailored wealth management strategies to help clients achieve their financial goals. With a focus on staying informed about changes in clients' lives and financial markets, the institution aims to provide ongoing support and guidance to help clients navigate their financial journey. Partnering with Merrill Lynch Wealth Management Advisors means gaining access to personalized investment strategies and comprehensive financial solutions to address individual needs and priorities.
2 Bala Plaza UNIT 601, Bala Cynwyd, PA 19004, United States -
Merrill Lynch Financial Advisor Jamie R Policare
● OpenMerrill Lynch Financial Advisor Jamie R Policare, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, is dedicated to managing your wealth with a comprehensive understanding of your financial situation. With access to the investment insights of Merrill and the banking convenience of Bank of America, Jamie can help create a flexible strategy tailored to your changing market conditions and personal goals. By participating in the community and volunteering with local organizations, Jamie upholds the Merrill tradition of serving the community. Through Merrill Personal Wealth Analysis™, a personalized financial plan can be developed centered on your goals and aspirations. Jamie believes in building long-term relationships by listening to your needs and priorities, helping you navigate important life decisions such as retirement planning, education funding, and wealth transfer. By utilizing the Investment Personality Assessment, Jamie can customize your financial approach to align with your preferences and goals. With a focus on ongoing communication and adjustments, Jamie aims to help you achieve your financial aspirations and stay on track through life's changes. As a Certified Financial Planner, Jamie is registered to do business in multiple states and offers personalized investment strategies to help you pursue your financial goals. Whether you are planning for the future, navigating market fluctuations, or seeking advice on complex financial matters, Jamie Policare is committed to helping you achieve financial success.
2 Bala Plaza, Bala Cynwyd, PA 19004, United States -
Merrill Lynch Financial Advisor Patrick D Welde
● OpenMerrill Lynch Financial Advisor Patrick D Welde, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, offers a wide range of investment solutions and banking products from Bank of America. With timely insights on market trends and global economy, the institution helps clients stay on track with their financial goals. By understanding each client's unique financial picture, personalized wealth management strategies are created to adapt to changing market conditions. Merrill advisors provide access to investment insights and banking capabilities to help clients make informed decisions as they pursue their financial goals. With a focus on connecting life and finances, Merrill goes beyond the traditional role of an advisor to bring fresh perspectives to clients' financial lives. Additional services include insurance, annuity products, trust, fiduciary, and investment management services provided by affiliated companies of Bank of America Corporation. Banking products are offered by Bank of America, N.A. and affiliated banks.
2 Bala Plaza UNIT 601, Bala Cynwyd, PA 19004, United States -
Merrill Lynch Financial Advisor BRITTANY L. STIVALE
● OpenAt Merrill Lynch Financial Advisor BRITTANY L. STIVALE, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, United States, you will find insights, observations, and ideas to help you achieve your financial goals. Brittany Stivale offers personalized financial planning centered on your goals and tailored to what you want to achieve. As a non-traditional financial advisor, Brittany provides investment advice, guidance, and wealth management strategies, as well as covering current topics such as portfolio theory, active management, and socially responsible investing. Brittany's approach is fun, relatable, and informative, focusing on education and compassion. With a background in finance and professional designations including AAMS, AWMA, and CRPC, she is dedicated to helping clients organize and simplify their financial lives. Brittany's personalized approach has helped her build a successful business from scratch, working with a diverse range of clients to help them achieve their financial goals.
2 Bala Plaza, Bala Cynwyd, PA 19004, United States -
Gefen Associates Inc
● OpenGefen Associates Inc is a reputable accounting and finance institution located at 104 Bala Avenue in Bala Cynwyd, Pennsylvania. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the United States. From tax preparation to financial planning, Gefen Associates Inc is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart from other financial institutions in the area.
104 Bala Ave, Bala Cynwyd, PA 19004, United States -
City Homesmith
● OpenCity Homesmith, located at 45 East City Avenue in Bala Cynwyd, Pennsylvania, is a full-service remodeling and general contracting institution serving Philadelphia and surrounding counties. With a focus on attention to detail, professional integrity, and honesty, City Homesmith manages all aspects of your project from planning to design to finishing touches. The institution prides itself on providing peace of mind to clients looking to reinvent their homes or commercial spaces. Formerly known as The Philly Homesmith, City Homesmith offers a rebranded experience under the same management. Clients have praised the institution for its custom approach to remodeling projects, with one client expressing their happiness with the outcome of their home and the stress-free experience of working with a trustworthy contractor.
45 E City Ave #427, Bala Cynwyd, PA 19004, United States -
Hardie House
● OpenHardie House is a charming institution located at One Oakland Terrace in Bala Cynwyd, Pennsylvania, United States. With a motto of "Comfort you can feel | Quality you can see | Prices you will love", this beautiful 1920’s Spanish inspired community offers a variety of floor plans for studio, one- and two-bedroom apartments featuring exquisite original hardwood flooring. Residents can choose between sunrooms and balconies, enjoy spacious walk-in closets and ceramic tub-shower combo baths. The institution offers 24-hour emergency maintenance, dedicated on-site management, and an easy-to-use online resident portal for convenience. Positioned in a convenient location off City Avenue with access to Philadelphia and the Main Line, as well as close proximity to St. Joe’s, Bala Cynwyd Shopping Center, Center City, Main Line, and more. Bala Cynwyd is known for being the hometown of St. Joseph’s University and PCOM, as well as The Mann Center for the Performing Arts.
One Oakland Terrace, Bala Cynwyd, PA 19004, United States -
Principal Financial Group
● OpenPrincipal Financial Group is an insurance agency located at 111 Presidential Boulevard in Bala Cynwyd, Pennsylvania, United States. With a focus on protecting what matters most, they offer a range of insurance products to help individuals safeguard their lives and wages. In addition to insurance, they also provide investment services tailored for long-term financial goals such as retirement and education. As the presenting sponsor of prestigious sports awards, they celebrate expertise, excellence, and equality in sports. With a dedication to helping individuals meet their money goals, Principal Financial Group offers resources and tools to navigate life changes and challenges in retirement planning. Clients can research the firm through FINRA's BrokerCheck and can access investment options through affiliated mutual funds and ETFs. It is important to review the Form ADV for important information about services, fees, and conflicts of interest. Individual results may vary, and participants are encouraged to regularly review their savings progress and post-retirement needs. Insurance products are issued by Principal National Life Insurance Co and Principal Life Insurance Co, with plan administrative services offered by Principal Life. Securities are offered through Principal Securities, Inc., a member of SIPC. As a member of the Principal Financial Group, they are committed to helping individuals achieve financial security and peace of mind.
111 Presidential Blvd #211, Bala Cynwyd, PA 19004, United States -
Behavior Analysis & Therapy
● OpenBehavior Analysis & Therapy is a leading health institution located at 139 Montgomery Avenue in Bala Cynwyd, Pennsylvania, United States. Our team of experienced professionals specializes in providing behavior analysis and therapy services to individuals of all ages. We are dedicated to helping our clients improve their overall well-being and quality of life through evidence-based interventions and personalized treatment plans. Whether you are seeking support for a specific behavioral issue or looking to enhance your social skills, our compassionate and skilled staff is here to help you achieve your goals. Contact us today to learn more about our services and how we can assist you on your journey towards positive change.
139 Montgomery Ave, Bala Cynwyd, PA 19004, United States -
Gary Ames
● OpenGary Ames is a health institution located at 28 Rock Hill Road in Bala Cynwyd, Pennsylvania, United States. Specializing in EEG biofeedback (neurofeedback), Gary Ames offers a unique approach to addressing a variety of mental health issues. By reading brain waves and guiding clients towards a balanced state using computerized sounds and images, Gary helps individuals overcome moodiness, nervousness, fear, inattention, insomnia, migraine, addictions, and more. Clients who have undergone neurofeedback training with Gary often report feeling emotionally calmer, more mentally focused, and better able to manage their mental health issues. Without the need for medication or invasive procedures, neurofeedback offers long-lasting results that improve overall quality of life. Gary Ames, a licensed psychologist with a high success rate, has helped many clients achieve significant reductions in symptoms within just a few months.
28 Rock Hill Rd, Bala Cynwyd, PA 19004, United States
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