TOP Client focused financial services in North East, Pennsylvania

At Merrill Lynch, Financial Advisor Andrew "Drew" Morrison and the Kish Morrison Group are dedicated to providing comprehensive wealth management services tailored to meet the unique needs of each client. Located in the heart of Pittsburgh, PA, our team offers insights on market trends and strategies to navigate potential opportunities and risks, all within a quick 15-minute consultation.Our Philosophy:We believe true wealth management extends beyond mere investment. Our holistic approach focuses on designing financial strategies that align with your most important goals, not just for your lifetime, but for generations to come. Whether you are accumulating wealth or looking to preserve it, we provide personalized attention and high-touch service to both high-net-worth clients and the emerging affluent. Core Principles:- Investment Manager Selection: We choose managers with consistent, favorable risk-adjusted returns and a tenure of five to ten years or more. - Asset Allocation: We believe asset allocation is the most crucial determinant of long-term investment returns. - Market Timing: We do not attempt to time the markets.

Rocco Stigliano: Primerica - Financial Services is a reputable finance and insurance agency located at 112 North Courtland Street in East Stroudsburg, Pennsylvania, United States. With a strong focus on providing quality financial services to individuals and families, Rocco Stigliano and his team offer a wide range of products and solutions to help clients achieve their financial goals. Whether you are looking for investment advice, insurance coverage, or retirement planning, Rocco Stigliano: Primerica - Financial Services is dedicated to providing personalized and professional assistance to meet your needs. Contact them today to learn more about how they can help you secure your financial future.

Edward Jones - Financial Advisor: Joellen T Nelson, AAMS™ is a reputable financial institution located at 69 East Main Street in North East, Pennsylvania, United States. Specializing in providing personalized financial planning and investment services, Joellen T Nelson, AAMS™ is dedicated to helping individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can expect expert guidance and support in navigating the complexities of the financial market. Contact Edward Jones - Financial Advisor: Joellen T Nelson, AAMS™ today to start your journey towards a secure financial future.

Derek Marinaro: Primerica - Financial Services is a reputable finance and insurance agency located at 112 North Courtland Street in East Stroudsburg, Pennsylvania, United States. With a focus on providing quality financial services to individuals and families, Derek Marinaro and his team are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance solutions, Primerica offers a range of services to meet your needs. Contact Derek Marinaro today to schedule a consultation and take the first step towards financial security.

Tressie Woods: Primerica - Financial Services is a reputable finance and insurance agency located at 112 North Courtland Street in East Stroudsburg, Pennsylvania, United States. With a focus on providing top-notch financial services to individuals and families, Tressie Woods: Primerica offers a wide range of products and solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, their team of experienced professionals is dedicated to helping you secure your financial future. Visit Tressie Woods: Primerica - Financial Services today to learn more about how they can assist you in reaching your financial objectives.

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:

Lavage & Associates, located at 3 East North Street in Bethlehem, Pennsylvania, is a trusted institution specializing in accounting and finance services. With a focus on personal and business tax matters, their team provides responsive and accurate assistance to clients. At Lavage & Associates, they value relationships and treat each client partnership with care. Their experienced team offers a range of services including income tax preparation, IRS and state audit representation, QuickBooks® setup and training, business startup services, and financial statement preparation.

Welcome to Coldwell Banker Realty - Old City Office, your premier real estate agency located in the heart of Philadelphia at Constitution Place. Situated in one of the nation’s most historic neighborhoods, our office is just steps away from iconic landmarks such as Penn’s Landing, Independence Hall, and Elfreth’s Alley. Nestled among art galleries, trendy boutiques, and upscale eateries, we offer a unique blend of old-world charm and modern sophistication. Our team of dedicated Independent Sales Agents specializes in working with buyers, sellers, and developers across Philadelphia's diverse neighborhoods, including Bella Vista - Southwark, Brewerytown, Center City East and West, Chestnut Hill, and many more. We focus on promoting new construction developments, condominiums, and historic residences, ensuring each client finds their perfect fit.

George D Reid Insurance is a reputable insurance agency located at 17 East North Street in New Castle, Pennsylvania. With a focus on providing personalized and comprehensive insurance solutions, they cater to individuals and businesses alike. Their team of experienced agents is dedicated to helping clients find the right coverage for their needs, whether it be auto, home, life, or commercial insurance. Trust George D Reid Insurance to protect what matters most to you.

Farmers Insurance - Thomas Mathews is an insurance agency located at 10107B Verree Road in Philadelphia, Pennsylvania. With 20 years of residency in Pennsylvania, Thomas Mathews is proud to serve the local community as a Farmers® agent. The agency focuses on providing outstanding customer service and ensuring that each client is well-informed about their coverage options. Located near the George Washington School in North East Philadelphia, Thomas Mathews' agency offers personalized and straightforward assistance in selecting the most comprehensive and cost-effective insurance solutions. With 7 years of experience in the insurance industry, Thomas Mathews has the knowledge and expertise to help clients understand and choose the best coverage options for auto, home, life, commercial, and more. Contact Thomas Mathews today for any insurance-related questions or to get a quote. The agency offers a range of insurance products including car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, and recreational insurance. Additionally, Thomas Mathews can help clients with financial planning and offer personal umbrella insurance for added protection. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, Mid-Century Insurance Company, and other affiliated insurers provide coverage underwritten by the agency. For more information or to schedule an appointment, contact Thomas Mathews at Farmers Insurance - Thomas Mathews.

Coldwell Banker Realty - Airport / Beaver Regional is a premier real estate agency located at 6305 University Blvd, Moon Township, PA 15108, United States. Serving an extensive range of communities including Avalon, Aliquippa, Beaver, and many more in the surrounding regions, this agency is dedicated to helping clients navigate the complexities of the real estate market. Whether you're buying or selling a home, the professional team at Coldwell Banker Realty brings a wealth of experience and in-depth knowledge of the local market. Their expertise covers various neighborhoods and townships such as Moon-Crescent Township, Cranberry Township, Sewickley, and Pittsburgh, ensuring personalized service tailored to each client's unique needs.

Timothy M. Sennett, Esq. is a distinguished lawyer based at 120 W 10th St, Erie, PA 16501, United States. As part of the reputable law firm Knox McLaughlin Gornall & Sennett, P.C., Timothy M. Sennett brings extensive legal expertise and a commitment to providing practical solutions to a diverse clientele. For over 65 years, the firm has been dedicated to serving businesses, families, public entities, and nonprofit organizations with a comprehensive range of legal services. In addition to legal counsel, the firm offers specialized services in content management, website design, e-commerce, and web development, making it a versatile partner for clients seeking to navigate both legal and digital landscapes. With a steadfast focus on client satisfaction, Timothy M. Sennett and his colleagues are well-equipped to address the varied needs of the Erie, Pennsylvania community.

Legal Card Pay is a finance institution located at 217 East Montgomery Avenue in North Wales, Pennsylvania, United States. We specialize in providing secure and reliable payment solutions for legal professionals and law firms. Our services include credit card processing, online payment portals, and electronic invoicing. With a focus on convenience and efficiency, Legal Card Pay is dedicated to helping legal professionals streamline their financial transactions and improve their overall client experience. Contact us today to learn more about how we can help your practice thrive.

Westminster Investment Group is a distinguished real estate agency located at 23 East North Street, New Castle, Pennsylvania 16101, United States. Specializing in a comprehensive range of real estate services, Westminster Investment Group is committed to helping clients navigate the complexities of buying, selling, and investing in properties. Their experienced team of professionals is dedicated to providing personalized and strategic advice tailored to meet the unique needs of each client. Whether you are a first-time homebuyer, a seasoned investor, or looking to sell your property, Westminster Investment Group offers unparalleled expertise and a customer-focused approach to ensure a seamless and successful real estate experience. Visit them today to explore how they can assist you in achieving your real estate goals.

Merrill Lynch Private Wealth Advisor Derek S. Jancisin, located at 600 Grant St, 49th Floor, Pittsburgh, PA, is dedicated to empowering prosperity and simplifying wealth management for a select clientele. Our mission is to transform complex financial landscapes into seamless, straightforward pathways, ensuring a legacy of stability and growth. We work closely with individuals, families spanning multiple generations, business owners, and executives, using a goals-based wealth management approach to put our clients at the center of every personalized strategy.

Merrill Lynch Private Wealth Advisor Gennaro R DiSilvio is dedicated to empowering prosperity and simplifying wealth for a select clientele. Located in the heart of Pittsburgh, PA, our office on the 49th floor of 600 Grant St is a beacon of financial expertise and personalized service. We specialize in transforming complex financial landscapes into seamless, straightforward pathways, ensuring a legacy of stability and growth for individuals, families, business owners, and executives.