TOP 30 City connection in Pennsylvania
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Vicki Lilley - Thrivent
● ClosedVicki Lilley - Thrivent is a finance institution located at 101 North 5th Street, Perkasie, Pennsylvania, United States. Specializing in financial planning for women, divorce financial planning, and retirement planning, our team creates personalized plans tailored to your goals and values. Our comprehensive approach covers all aspects of your financial life, from cashflow management to estate planning. With a focus on empowering women financially, we offer budgeting, goal setting, and investing strategies to secure a stable financial future. As a Certified Divorce Financial Analyst®, we provide expert guidance on the financial implications of divorce settlements. We offer initial consultations at no cost, working on a flat-fee basis to ensure transparency and support throughout the process. Thrivent, the marketing name for Thrivent Financial for Lutherans, offers insurance products and investment advisory services through licensed professionals. For more information, visit our website or contact us for personalized financial guidance.
101 N 5th St Ste C, Perkasie, PA 18944, United States -
John Roesinger - Thrivent
● ClosedJohn Roesinger - Thrivent is a finance institution located at 101 North 5th Street, Perkasie, Pennsylvania, United States. They are licensed in several states including FL, MA, NC, NH, NJ, PA, SC, and VA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information about their financial advisors and professional designations, visit their website or FINRA's Broker Check.
101 N 5th St, Perkasie, PA 18944, United States -
Thomas McGuire - Thrivent
● ClosedThomas McGuire - Thrivent is a finance institution located at 2031 North Broad Street, Lansdale, Pennsylvania, United States. Licensing can be obtained through the State Insurance Department’s website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client’s financial situation. Clients have the option to further their planning engagement with Thrivent through its Dedicated Planning Services, which provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent.
2031 N Broad St Ste 135, Lansdale, PA 19446, United States -
Redtail Financial Group - Thrivent
● ClosedRedtail Financial Group - Thrivent is a finance and insurance agency located at 101 North 5th Street in Perkasie, Pennsylvania, United States. Specializing in Retirement Planning, Divorce Financial Planning, and Wealth Management, our team creates personalized plans tailored to your goals and values. We cover all aspects of your financial life including cashflow, insurance, investments, tax planning, retirement planning, estate planning, and charitable giving. Our Certified Divorce Financial Analyst, Vicki Lilley, offers expertise in navigating the financial challenges of divorce, providing guidance and support during times of uncertainty. Thrivent and its financial professionals offer advice and guidance through a comprehensive Financial Planning Framework, with the option to engage in Dedicated Planning Services for a fee. Thrivent Financial for Lutherans offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Visit our website for more information on our services and team members.
101 N 5th St #3, Perkasie, PA 18944, United States -
Dana Vlasics - Thrivent
● ClosedDana Vlasics - Thrivent is a finance institution located at 18 Mauch Chunk Street in Nazareth, Pennsylvania, United States. They are licensed in multiple states, including DE, FL, MD, NC, NH, NJ, PA, and SC. Thrivent offers financial planning services through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee. They do not provide legal, accounting, or tax advice, but encourage clients to consult their own professionals. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Visit their website for more information on their services and financial professionals.
18 Mauch Chunk St, Nazareth, PA 18064, United States -
Logan Brockway - Thrivent
● ClosedLogan Brockway - Thrivent is a finance institution located at 300 Pottstown Pike, Exton, Pennsylvania, United States. Licensing for insurance products is available through the State Insurance Department’s website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent provides advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client’s financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
300 Pottstown Pike Suite 170, Exton, PA 19341, United States -
Les Eisel - Thrivent
● ClosedLes Eisel - Thrivent is a finance institution located at 18 Campus Boulevard in Newtown Square, Pennsylvania, United States. Serving the Greater Philadelphia community, this institution is dedicated to changing the face of financial services in the area. As a Market Director, Les Eisel coaches and develops new financial professionals, helping them succeed in their practice and make a positive impact on their clients and communities. Licensing is available in multiple states, including CO, DE, FL, MD, ME, NC, NH, NJ, NY, OK, PA, SC, TN, and VA. Thrivent does not provide legal, accounting, or tax advice, but offers advice and guidance through its Financial Planning Framework. Insurance products are issued by Thrivent, while securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit the website for more information on professional designations and services provided.
18 Campus Blvd, Newtown Square, PA 19073, United States -
Matthew Buckery - Thrivent
● ClosedMatthew Buckery - Thrivent is a finance institution located at 18 Campus Boulevard in Newtown Square, Pennsylvania, United States. At our institution, we believe that you are not just a number, but a child of God with great potential. As a financial advisor, our goal is to provide guidance and support as you navigate life's financial challenges. We offer advice and guidance through our Financial Planning Framework, and clients can further engage with our Dedicated Planning Services for written recommendations. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. Our financial professionals do not provide legal, accounting, or tax advice, but can offer support and clarity in your financial journey. Visit our website for more information on our services and financial advisors.
18 Campus Blvd Suite 100, Newtown Square, PA 19073, United States -
Rebecca Wise - Thrivent
● ClosedRebecca Wise - Thrivent is a financial institution located at 400 South Greenwood Avenue in Easton, Pennsylvania, United States. Rebecca Wise dedicates her time and financial expertise to help clients plan for their dreams. Thrivent Financial has a strong capital position in the industry, but what sets them apart is their mission to view money as a tool, not a goal. As a Financial Professional, Rebecca works with clients to provide comprehensive financial guidance that aligns with their goals and values, whether it's retirement planning or protecting loved ones. Appointments can be made in Boyertown, Easton, and Lansdale, as well as virtually through Zoom. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, and clients can further engage in planning services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Licensed agents and financial advisors provide insurance products, securities, and investment advisory services. For more information, visit Thrivent.com or FINRA's Broker Check.
400 S Greenwood Ave Suite 302, Easton, PA 18045, United States -
Amanda Schulenberg - Thrivent
● ClosedAmanda Schulenberg - Thrivent is a finance institution located at 2031 North Broad Street, Lansdale, Pennsylvania, United States. Licensing is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients can receive advice and guidance through the Financial Planning Framework, with the option to further engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Securities and investment advisory services are provided by licensed financial advisors. For more information on professional designations and requirements, visit https://www.thrivent.com/designations.
2031 N Broad St Ste 135, Lansdale, PA 19446, United States -
Bridgit Holly - Thrivent
● ClosedBridgit Holly - Thrivent is a finance institution located at 2031 North Broad Street, Lansdale, Pennsylvania, United States. We take a personalized approach with our clients, starting with a conversation about their lives and values. Our goal is to provide assurance and confidence by designing a comprehensive financial plan tailored to their goals. We offer services such as financial planning, investment advisory, and insurance products. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but we can help guide clients through their financial journey. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment advisory services through Thrivent Investment Management Inc. Visit our website for more information on our services and financial advisors.
2031 N Broad St Ste 135, Lansdale, PA 19446, United States -
Rick Graber - Thrivent
● ClosedRick Graber - Thrivent is a finance institution located at 1579 Derry Drive, Dresher, Pennsylvania, United States. The institution operates under the motto of "Do good things for good people for the right reasons; God takes care of the rest". Licensing for the services provided by Rick Graber - Thrivent can be obtained through your State Insurance Department’s website, which can be found on the National Association of Insurance Commissioners website. The institution does not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional for such matters.
1579 Derry Dr, Dresher, PA 19025, United States -
C&N Wealth Management
● OpenC&N Wealth Management is a finance institution located at 465 North Main Street in Doylestown, Pennsylvania, United States. Our Doylestown office, conveniently situated outside of Philadelphia, offers expert investment management services to help strengthen your business with the right solutions. Our friendly team can assist with trusts, wills, estate planning, retirement planning, and more. Katie Sellers, a Mortgage Loan Originator at C&N in the Doylestown Branch, brings over two decades of mortgage lending experience to her role. With a BS in Business Administration & Finance from Gwynedd Mercy University and previous experience at PNC Bank, Katie is dedicated to helping clients with residential mortgage loans to buy, build, or refinance their homes. She has achieved the prestigious President's Club multiple times for her outstanding sales and client satisfaction.
465 N Main St, Doylestown, PA 18901, United States -
Mengel Morse and Associates
● ClosedMengel Morse and Associates is a finance institution located at 350 South Main Street, Doylestown, Pennsylvania, United States. Founded in 2017 by Greg Mengel and Bob Morse, our team of experienced professionals is dedicated to providing holistic and tailored financial advice to help you achieve your most important goals. We offer comprehensive advice and financial strategies that are in your best interest, ensuring that you are informed and educated at every step of your financial journey. Whether you are looking to manage wealth, plan for the future, or explore life insurance options, our personalized approach will help you reach financial clarity and confidence. As part of Thrivent, a Fortune 500 company with over 100 years of financial expertise, we are committed to providing expert financial solutions and giving back to the communities we serve. Join us in building a more meaningful financial future and living a generous life. For more information, visit our website or contact one of our licensed financial advisors today.
350 S Main St # 310, Doylestown, PA 18901, United States -
Thomas Gearhart - Thrivent
● ClosedThomas Gearhart - Thrivent is a finance institution located at 350 South Main Street in Doylestown, Pennsylvania, United States. They are licensed in multiple states including AL, DE, FL, MA, MN, NC, NJ, PA, and VA. The institution offers financial planning services through their Financial Planning Framework, with the option to engage further through Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. Their services are provided by licensed financial advisors who are credentialed to provide investment advisory services. For more information on professional designations and requirements, visit their website. Please consult your attorney or tax professional for legal, accounting, or tax advice.
350 S Main St Ste 310, Doylestown, PA 18901, United States -
Brook Williams - Thrivent
● ClosedBrook Williams - Thrivent is a finance institution located at 2031 North Broad Street in Lansdale, Pennsylvania, United States. Licensing for the institution can be obtained through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their own attorney or tax professional. The institution offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can further their planning engagement with Thrivent through its Dedicated Planning Services, which provides written recommendations for a fee.
2031 N Broad St Ste 135, Lansdale, PA 19446, United States -
C&N
● ClosedC&N is a financial institution located at 100 Maple Street in Port Allegany, Pennsylvania, United States. Our friendly team of experts is ready to assist you with opening new checking or savings accounts, applying for mortgages, accessing investment management services, and finding the right solutions for your business needs. Kim Geci, our Mortgage Loan Originator, has 28 years of banking experience with C&N and is available to help clients in Cameron, Elk, Potter, and McKean Counties. She is known for her compassion and expertise in guiding borrowers towards the best lending options. C&N is dedicated to building lifelong relationships with our customers in Pennsylvania and New York, offering a variety of banking solutions including checking accounts, savings accounts, mortgages, and business loans. 97% of our customers would recommend us to their family and friends, and we strive to make managing your finances a trouble-free experience. Please note that the website linked to this description is not operated by C&N, and we are not responsible for any content or information on that external site. Be aware that privacy and security policies may differ between our website and the external site.
100 Maple St, Port Allegany, PA 16743, United States -
Citizens Savings Bank
● ClosedWelcome to Citizens Savings Bank, your trusted financial partner located at 335 Willow Avenue, Honesdale, Pennsylvania. Proudly serving our community, we offer a comprehensive range of banking and financial services designed to meet the diverse needs of our customers. Whether you are looking to open a savings account, apply for a loan, or simply use our convenient ATM services, Citizens Savings Bank is here to assist you every step of the way. Our dedicated team of financial experts is committed to providing personalized service and expert advice to help you achieve your financial goals. Visit us today and experience the community-focused approach that has made Citizens Savings Bank a cornerstone of Honesdale. Your financial well-being is our priority.
335 Willow Avenue, Honesdale, Pennsylvania 18431, United States -
C&N
● ClosedWelcome to C&N, your trusted partner in banking and finance, located conveniently at 33 Swamp Road, Newtown, Pennsylvania. Just outside of Philadelphia, our friendly team of experts is ready to assist you with a wide range of financial services. Whether you're looking to open new checking or savings accounts, apply for mortgages, or explore investment management services, we're here to provide the right solutions for your personal and business needs. At C&N, we pride ourselves on building lifelong relationships with our customers in Pennsylvania and New York. With a 97% recommendation rate from our satisfied clients, we are committed to making your financial journey a fulfilling and seamless experience. Our services include checking and savings accounts, mortgages, business loans, and more, all designed to help you spend less time worrying about finances and more time enjoying life.
33 Swamp Road, Newtown, Pennsylvania 18940, United States
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