Client focused financial advice in Franklin, Pennsylvania

Franklin Madison Advisors is a boutique private wealth management institution located in Pittsburgh, Pennsylvania. Specializing in serving first-generation tech professionals, the institution is committed to helping clients create lasting change through their financial decisions. With a family-oriented fiduciary first-gen wealth manager, Peter Donisanu, clients can expect clear and concise fee-only wealth management services tailored to their unique needs. The institution offers expertise in areas such as RSUs, GSUs, ISOs, NSOs, ESPP, and AMT, as well as advanced tax strategies, wealth preservation, and legacy planning. Franklin Madison Private Wealth takes a personalized approach to wealth management, aiming to empower first-gen tech professionals to make a lasting impact on their families and communities. With a focus on nurturing human capital and building enduring legacies, Franklin Madison Advisors is dedicated to helping clients achieve their financial goals and leave a lasting mark on the world.

Edward Jones - Financial Advisor: Joseph N Headlee is a finance institution located at 2112 North Franklin Drive in Washington, Pennsylvania, United States. This establishment offers expert financial advice and services to help individuals and businesses achieve their financial goals. With a focus on personalized solutions and long-term financial planning, Joseph N Headlee and his team at Edward Jones are dedicated to providing top-notch financial guidance to their clients. Whether you are looking to invest, save for retirement, or plan for the future, Edward Jones - Financial Advisor: Joseph N Headlee is here to help you navigate the complex world of finance with confidence and peace of mind.

Edward Jones - Financial Advisor: Shelly Hartzell, AAMS™ is a reputable finance institution located at 1335 Liberty Street in Franklin, Pennsylvania, United States. As a knowledgeable and experienced financial advisor, Shelly Hartzell holds the prestigious AAMS™ designation, demonstrating her commitment to providing top-notch financial services to her clients. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Shelly Hartzell and the team at Edward Jones are dedicated to helping you achieve your financial goals. With a focus on personalized service and tailored financial solutions, Edward Jones - Financial Advisor: Shelly Hartzell, AAMS™ is a trusted partner in helping you secure your financial future.

Edward Jones - Financial Advisor: Christopher S Rakow, AAMS™ is a leading financial institution located at 1240 Liberty Street in Franklin, Pennsylvania, United States. As a trusted advisor, Christopher S Rakow, AAMS™ provides personalized financial planning services to help individuals and families achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, clients can feel confident in their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Christopher S Rakow, AAMS™ is dedicated to helping you navigate the complexities of the financial world.

Edward Jones - Financial Advisor: Brian L Mong, AAMS™ is a reputable financial institution located at 464 Allegheny Boulevard in Franklin, Pennsylvania, United States. Specializing in providing personalized financial advice and investment strategies, Brian L Mong, AAMS™ offers a range of services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, this institution is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones - Financial Advisor: Brian L Mong, AAMS™ can provide the expertise and guidance you need.

Kevin Bannon is a Financial Advisor at Ameriprise Financial Services, LLC located at 125 North Franklin Street in Titusville, Pennsylvania, United States. Kevin 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®. This extensive range of certifications showcases Kevin's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Kevin is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and continuing education, Kevin Bannon is committed to helping clients achieve their financial goals and secure their financial future.

Franklin Benefits Group LLC is a reputable insurance agency located at 1780 Kendarbren Drive in Jamison, Pennsylvania. With a focus on providing top-notch insurance solutions to individuals and businesses, Franklin Benefits Group LLC offers a wide range of insurance products tailored to meet the unique needs of their clients. Their team of experienced professionals is dedicated to helping clients navigate the complex world of insurance and find the coverage that best suits their needs. Whether you are looking for health, life, or business insurance, Franklin Benefits Group LLC is committed to providing personalized service and expert advice to ensure peace of mind and financial security.

McGill, Power Bell & Associates LLP is a certified public accounting firm located at 2402 West 8th Street, Erie, Pennsylvania, United States. With offices in various locations in Western Pennsylvania, including Erie, Franklin, Grove City, Meadville, and Titusville, MPB offers a wide range of accounting and finance services to individuals, businesses, nonprofit organizations, employee benefit plans, and governmental entities. With a focus on exceeding client expectations and investing in their staff, MPB stands out in the industry. They provide services and education on how recent tax laws impact clients' current and future plans. Services offered include bookkeeping, payroll processing, software consultation, customized accounting services, consulting services for business and individual decisions, and quality audits.

O'polka & Company Inc is a reputable accounting and finance institution located at 1446 Liberty Street in Franklin, Pennsylvania, United States. As a part of MPB, a certified public accounting firm in Western Pennsylvania with multiple offices, O'polka & Company Inc provides a wide range of services to individuals, businesses, nonprofit organizations, employee benefit plans, and governmental entities. With a strong focus on meeting and exceeding client expectations, O'polka & Company Inc stands out in the industry. They offer services such as bookkeeping, payroll processing and reporting, software consultation, and customized accounting services. Additionally, they provide consulting services for both business and individual decisions.

American General Life is a reputable insurance agency located at 307 13th Street in Franklin, Pennsylvania, United States. With a focus on providing quality life insurance products and services to individuals and families, American General Life is dedicated to helping clients protect their financial futures. Their knowledgeable agents are committed to helping customers find the right coverage to meet their specific needs and goals. Trust American General Life for reliable and trustworthy insurance solutions.

Community Bank, located at 2111 N Franklin Dr Suite 200, Washington, PA 15301, is a trusted financial institution dedicated to serving the local community with a comprehensive range of banking and financial services. As a cornerstone of the Washington, PA area, Community Bank prides itself on providing personalized customer service and tailored financial solutions to meet the unique needs of individuals, families, and businesses. With a commitment to fostering financial well-being, Community Bank offers a variety of products including checking and savings accounts, loans, mortgages, and investment services. Their experienced team of financial professionals is ready to assist clients with expert advice and support, ensuring each customer receives the best possible financial guidance.

Mercer County State Bank, located at 811 Franklin Road, Mercer, Pennsylvania 16137, is a trusted financial institution dedicated to serving the local community with a wide range of banking and financial services. As a cornerstone of Mercer County, this bank prides itself on offering personalized customer service and a commitment to helping clients achieve their financial goals. At Mercer County State Bank, customers can expect a comprehensive suite of services including personal and business banking, loans, mortgages, savings accounts, and investment opportunities. With a focus on community values, the bank provides tailored financial solutions designed to meet the unique needs of individuals, families, and businesses in the area.

Mercer County State Bank, located at 110 North Franklin Street, Cochranton, Pennsylvania 16314, is a trusted financial institution dedicated to serving the local community with a comprehensive range of banking and financial services. Established with a commitment to customer satisfaction and community growth, Mercer County State Bank offers personal and business banking solutions tailored to meet the unique needs of its clients. The bank provides a variety of services including checking and savings accounts, loans, mortgages, and investment opportunities. Whether you are looking to open a new account, secure a loan for your dream home, or plan for future financial stability, the knowledgeable and friendly staff at Mercer County State Bank are ready to assist you with personalized service and expert advice.