TOP 10 Community financing in Yardley, Pennsylvania
20 results found
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Tom McLaughlin - State Farm Insurance Agent
● ClosedTom McLaughlin - State Farm Insurance Agent is located at 504 Bath Road in Bristol, Pennsylvania, United States. As an insurance agency, they offer a range of services including homeowners and renters insurance, auto insurance, life insurance, small business insurance, and financial services such as banking. The team at Tom McLaughlin's agency is dedicated to helping residents of Bristol and surrounding communities like Yardley, Levittown, Fairless Hills, and Bensalem manage risks, plan for the future, and protect what matters most. With a background in education and extensive experience in the insurance business, Tom McLaughlin and his team are committed to providing personalized coverage plans that fit each individual's needs perfectly. They also specialize in helping new residents to eastern Pennsylvania comfortably transition and transfer their policies. The agency is known for their exceptional customer service and commitment to building lasting relationships with their clients. Whether you are looking for home, renters, auto, life, or business insurance, Tom McLaughlin - State Farm Insurance Agent is ready to help you make informed decisions about your finances. Contact them for a free quote and let them assist you in planning for your future.
504 Bath Rd, Bristol, PA 19007, United States -
The First National Bank & Trust Company
● ClosedThe First National Bank & Trust Company, located at 773 Newtown Yardley Road in Newtown, Pennsylvania, is a full-service institution offering a range of banking and financial services. With a newly redesigned online banking portal, customers can easily access their accounts and manage their finances. The Newtown-Yardley Road branch is conveniently located to serve the banking and loan needs of individuals and businesses in Newtown Township and Yardley, PA. The branch, opened in 1967, is handicap accessible with ample parking and offers drive-up banking and a drive-up ATM for added convenience.
773 Newtown Yardley Rd, Newtown, PA 18940, United States -
Merrill Lynch Financial Advisor Div Telwala
● ClosedMerrill Lynch Financial Advisor Div Telwala, located at 1040 Stony Hill Road in Yardley, Pennsylvania, is a reputable institution in the finance industry. Div Telwala has received recognition as one of Forbes "Best-in-State Wealth Advisors" for his exemplary client service. He serves a diverse clientele, including business owners, physicians, executives, and individuals and families in multiple states. Div takes a personalized approach to financial planning, focusing on understanding his clients' goals and values. He collaborates with experts to provide comprehensive financial solutions, including investment management, retirement planning, and estate planning. Div's team at Merrill Lynch Wealth Management is dedicated to building strong client relationships and providing personalized service. By utilizing tools like the Merrill Personal Wealth Analysis and Investment Personality Assessment, Div helps clients achieve their financial goals and adapt to life changes. With a focus on community involvement and client education, Div Telwala is committed to helping his clients make informed financial decisions and pursue their aspirations.
1040 Stony Hill Rd 2nd Floor, Yardley, PA 19067, United States -
Ventura Wealth Management
● ClosedVentura Wealth Management, located at 820 Township Line Road in Yardley, Pennsylvania, is a finance and insurance agency dedicated to helping individuals, families, businesses, corporations, and nonprofit organizations achieve their financial goals. With a focus on worry-free retirement and superior asset growth and protection, VWM works closely with clients to tailor portfolios based on their specific objectives. With a team of experienced professionals, VWM has established itself as one of the most powerful boutique firms in the Philadelphia region. Service is at the core of their operations, with a commitment to ensuring that work is done right the first time and maintaining open communication with clients. This dedication has resulted in a remarkable 99% client retention rate.
820 Township Line Rd Suite 100, Yardley, PA 19067, United States -
Merrill Lynch Financial Advisor Wilford H Lawrence
● ClosedMerrill Lynch Financial Advisor Wilford H Lawrence is a finance institution located at 1040 Stony Hill Road, Yardley, Pennsylvania, United States. Managing your wealth begins with a deep understanding of your full financial picture, and Wilford Lawrence can help create a flexible strategy tailored to your individual needs. With access to the investment insights of Merrill and the banking solutions of Bank of America, Wilford Lawrence is committed to helping you pursue your financial goals through personalized wealth management strategies. Wilford Lawrence follows the Merrill tradition of community involvement, volunteering with local organizations to give back. The Merrill Personal Wealth Analysis™ can help build a personalized plan centered on your goals, while the global resources of Merrill ensure a team of experienced individuals dedicated to building strong client relationships based on trust and personalized service.
1040 Stony Hill Rd 2nd Floor, Yardley, PA 19067, United States -
David G Meschel CPA, CFP
● ClosedDavid G Meschel CPA, CFP is a finance institution located at 933 Pickering Drive in Yardley, Pennsylvania, United States. With over 20 years of professional financial experience, David Meschel's mission is to provide financial confidence to his clients by educating and assisting them in wealth accumulation, protection, and distribution. Specializing in investment advisory services, retirement planning, and legacy planning, David offers comprehensive solutions for individuals, families, and businesses as an independent Financial Advisor. As a graduate of Miami University with a Bachelor of Science in Accountancy, David is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNERTM professional. Outside of his professional work, David is actively involved in his community, serving on the Board of Directors for Financial Executives International and volunteering for Big Brothers Big Sisters of Bucks County. To learn more about David Meschel's services, you can visit his website where you can find interesting calculators and videos to watch.
933 Pickering Dr 2nd floor, Yardley, PA 19067, United States -
Merrill Lynch Financial Advisor Charles C. Gould Jr.
● ClosedMerrill Lynch Financial Advisor Charles C. Gould Jr. is a finance institution located at 1040 Stony Hill Road, Yardley, Pennsylvania, United States. Charlie focuses on offering a comprehensive approach to managing wealth by listening to clients' needs and helping to ensure that every strategy is grounded in understanding what each client wants to achieve. With access to the investment insights of Merrill and the banking convenience of Bank of America, Charlie helps address various aspects of clients' financial lives. His team is committed to building strong client relationships based on trust and personalized service. Charles helps successful individuals and families make financial decisions, from retirement planning to legacy and estate goals. By understanding each client's priorities, he can provide personalized guidance and advice to help strengthen their overall financial picture. Regular communication and updates about progress are provided to clients, with check-ins and annual reviews to ensure that financial goals are being met. With a focus on understanding clients' goals and priorities, Charles helps build personalized plans that reflect the unique complexities of each client's life. By getting to know clients personally and understanding their investment preferences, he can provide customized financial approaches that align with what matters most to them. The institution offers tools to help clients keep track of changes in their lives and goals, ensuring that their financial approach is always up to date. With a dedication to putting clients first, Merrill Lynch Wealth Management Advisors help clients navigate the financial complexities of life and build customized investment approaches to address their needs and pursue their goals. Charles Gould is registered to do business in multiple states and is committed to providing clients with the latest investment insights, tips, and strategies to help them live their best financial life.
1040 Stony Hill Rd #200, Yardley, PA 19067, United States -
Merrill Lynch Financial Advisor Neil R McKeon
● ClosedMerrill Lynch Financial Advisor Neil R McKeon is located at 1040 Stony Hill Road in Yardley, Pennsylvania, United States. As a finance institution, they specialize in managing wealth by creating personalized strategies based on individual financial goals and market conditions. They offer access to investment insights from Merrill Lynch and banking solutions from Bank of America. Neil McKeon is dedicated to helping clients pursue their goals through personalized wealth management strategies. He believes in building strong relationships with clients through conversation and understanding their aspirations. By using the Merrill Personal Wealth Analysis™, they can create a customized plan centered around the client's goals and priorities. With a focus on understanding clients' investment preferences and goals, Neil McKeon aims to help them achieve financial success. Through ongoing communication and adjustments to the financial approach, they strive to help clients stay on track towards their objectives. The institution also offers investment insights, tips, and strategies to help clients live their best financial life. Neil McKeon is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. (CFP Board). It's important to note that investing involves risk, and clients should consult with legal and tax advisors before making financial decisions. Merrill Lynch does not provide legal, tax, or accounting advice, but offers a range of services including brokerage, investment advisory, and financial planning. With a focus on personalized strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Neil R McKeon is committed to helping clients achieve their financial goals.
1040 Stony Hill Rd 2nd Floor, Yardley, PA 19067, United States -
Merrill Lynch Financial Advisor Thomas O. Maher Jr.
● ClosedMerrill Lynch Financial Advisor Thomas O. Maher Jr. is a finance institution located at 1040 Stony Hill Road, Yardley, Pennsylvania, United States. Managing your wealth begins with a deep understanding of your full financial picture. Thomas Maher can help create a flexible strategy tailored to your needs, with access to the investment insights of Merrill and the banking convenience of Bank of America. Personalized wealth management strategies are designed to help you pursue your goals. Thomas Maher is dedicated to participating in the community, volunteering with local organizations. The Merrill Personal Wealth Analysis™ can help build a personalized plan centered on your goals. By getting to know you and your family, Thomas Maher can help you make investment decisions that align with your values. The Investment Personality Assessment helps customize your financial approach based on your preferences. Regular check-ins ensure that your financial approach reflects any changes in your life or goals. Thomas Maher's mission is to understand you and help you pursue your financial goals. With a personalized approach, he focuses on turning your aspirations into reality. Together, you can work towards achieving your goals and staying on track in changing market conditions. Thomas Maher is registered to do business in multiple states and holds certifications in retirement planning and sports & entertainment wealth management. Remember that investing involves risk, and it's important to consult with legal and tax advisors before making financial decisions. Let's work together to help you live your best financial life.
1040 Stony Hill Rd 2nd Floor, Yardley, PA 19067, United States -
Merrill Lynch Financial Advisor Timothy P Rossi
● ClosedMerrill Lynch Financial Advisor Timothy P Rossi is a finance institution located at 1040 Stony Hill Road, Yardley, Pennsylvania, United States. This institution offers insights, observations, and ideas to help clients pursue their financial goals. With a team led by Tim Rossi, who holds a Master's Degree from Harvard in Finance and Management and has 15 years of experience in the financial markets, the institution provides customized financial services, advice, and guidance to successful individuals and families. Tim and his team work closely with a select group of executives and wealthy families to help them plan and manage all aspects of their finances and investments. This includes access to banking services, estate planning, tax minimization strategies, investment portfolios supported through Merrill Lynch, and wealth management strategies tailored to each client's needs.
1040 Stony Hill Rd 2nd Floor, Yardley, PA 19067, United States -
Volunteer's Financial Services, Inc.
● ClosedVolunteer's Financial Services, Inc. is a trusted accounting and finance institution located at 301 Oxford Valley Road in Yardley, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing expert financial services to individuals, businesses, and organizations in the community. Whether you need help with budgeting, tax preparation, or financial planning, we are here to assist you every step of the way. At Volunteer's Financial Services, Inc., we strive to help our clients achieve their financial goals and secure their future. Contact us today to schedule a consultation.
301 Oxford Valley Rd Suite #1303A, Yardley, PA 19067, United States -
Merrill Lynch Financial Advisor Samuel E Griffiths
● ClosedMerrill Lynch Financial Advisor Samuel E Griffiths is a finance institution located at 1040 Stony Hill Road, Yardley, Pennsylvania, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Their approach to managing wealth begins with a deep understanding of each client's full financial picture, allowing them to create flexible strategies tailored to the ever-changing market conditions. By offering access to the investment insights of Merrill and the banking convenience of Bank of America, they strive to help clients pursue their goals through personalized wealth management strategies. At the Griffiths Group, an exceptional client experience is at the forefront, from wealth planning and strategy to investment management and service. The team is committed to understanding and prioritizing the goals and priorities of each client, adapting their financial approach as life and goals change over time. By utilizing the Merrill Investment Personality Assessment and other tools, Merrill Lynch Financial Advisor Samuel E Griffiths can customize financial approaches to help clients pursue what matters most to them.
1040 Stony Hill Rd #200, Yardley, PA 19067, United States -
UPS DropBox
● OpenWelcome to UPS DropBox, your reliable partner for all your mailing and financial service needs, conveniently located at 201 Floral Vale Boulevard, Yardley, Pennsylvania. Our facility is designed to offer a seamless experience for both individuals and businesses in the community. As a trusted provider in the finance and postal sector, we offer a wide range of services including secure package drop-off, efficient mailing solutions, and financial transactions. Whether you're sending important documents, shipping packages, or managing financial services, our dedicated team is here to assist you with professionalism and care. Visit us today and discover the convenience and efficiency of UPS DropBox in Yardley.
201 Floral Vale Boulevard, Yardley, Pennsylvania 19067, United States -
LibertyX Bitcoin ATM
● OpenWelcome to LibertyX Bitcoin ATM, your trusted local destination for seamless and secure cryptocurrency transactions in Yardley, Pennsylvania. Conveniently located at 1000 Stony Hill Road, our Bitcoin ATM offers a user-friendly and efficient way to buy Bitcoin using cash. Whether you're new to the world of digital currency or an experienced crypto enthusiast, our state-of-the-art ATM provides a quick and easy solution for all your Bitcoin purchasing needs. At LibertyX, we prioritize your security and privacy, ensuring a safe transaction experience every time. Visit us today to explore the future of finance and join the growing community of Bitcoin users. Experience the liberty of digital currency with LibertyX Bitcoin ATM!
1000 Stony Hill Road, Yardley, Pennsylvania 19067, United States -
Chase ATM
● ClosedWelcome to Chase ATM located at 940 Vansant Drive, Yardley, Pennsylvania 19067, United States. Our ATM services are designed to provide you with convenient access to your finances, whether you're withdrawing cash, checking your account balance, or transferring funds. At Chase, we are committed to supporting both personal and business financial needs. Our Business Banking services offer expert guidance on cash flow management, credit solutions, and payroll management. We also provide a suite of online and mobile services, business credit cards, and payment acceptance solutions tailored specifically for businesses.
940 Vansant Drive, Yardley, Pennsylvania 19067, United States -
Joseph Toth - Financial Professional with Alliance Group & Aflac Insurance
● OpenWelcome to Joseph Toth - Financial Professional with Alliance Group & Aflac Insurance, your trusted partner in providing comprehensive insurance solutions in Langhorne, Pennsylvania. Located at 13 Summit Square Shopping Center, we are dedicated to helping you add an extra layer of protection against life’s uncertainties. Our extensive range of insurance policies ensures you can feel confident about your coverage, no matter what life throws your way. At Joseph Toth Insurance Agency, we understand that accidents and health challenges can happen unexpectedly. That's why we offer Aflac's unique benefits, which provide cash payouts for covered accidents, helping to ease the financial burden during difficult times. Whether it's a positive diagnosis or a serious health event, Aflac allows you to focus on recovery rather than your finances.
13 Summit Square Shopping Center, Langhorne, Pennsylvania 19047, United States -
Citizens
● ClosedWelcome to Citizens, your trusted partner in banking and finance, conveniently located at 706 Stony Hill Road, Yardley, Pennsylvania. At Citizens, we are committed to providing exceptional financial services tailored to meet the unique needs of our community. Whether you're looking to open a personal savings account, secure a mortgage, or explore investment opportunities, our team of experienced professionals is here to guide you every step of the way. We pride ourselves on offering personalized solutions and fostering long-term relationships with our clients. Visit us today to experience the Citizens difference and let us help you achieve your financial goals with confidence and ease.
706 Stony Hill Road, Yardley, Pennsylvania 19067, United States -
Pa Real Estate For Sale
● ClosedWelcome to Pa Real Estate For Sale, your trusted real estate agency located at 2267 Langhorne Yardley Road, Langhorne, Pennsylvania. We are dedicated to providing exceptional real estate services to the Bucks County community and beyond. Our interactive Map Search tool allows you to effortlessly view properties directly on the map, helping you explore listings in your favorite neighborhoods with ease. Stay ahead in the competitive real estate market by signing up for our free alerts, delivering new properties that meet your search criteria straight to your inbox. Thinking of selling your home? Benefit from our complimentary home evaluation and market analysis with no obligation. Our seasoned professionals, Mike and Jill Kohler, are here to guide you every step of the way. With a wealth of experience in both real estate and mortgage services, they have garnered numerous positive reviews from satisfied clients.
2267 Langhorne Yardley Road, Langhorne, Pennsylvania 19047, United States -
Mike & Jill Kohler Net Equity Realty
● ClosedWelcome to Mike & Jill Kohler Net Equity Realty, your trusted real estate agency located in the heart of Langhorne, Pennsylvania. Situated at 2267 Langhorne Yardley Road, we proudly serve the Bucks County community and beyond, offering unparalleled expertise in both real estate and mortgage services. At Mike & Jill Kohler Net Equity Realty, we are dedicated to making your home buying or selling journey as seamless and stress-free as possible. Our Interactive Map Search tool allows you to explore properties directly on the map, so you can easily find listings in your favorite neighborhoods. Sign up for free alerts to receive notifications of new properties that match your criteria, delivered straight to your inbox. Thinking of selling your home? Benefit from a complimentary evaluation and market analysis with no obligation.
2267 Langhorne Yardley Road, Langhorne, Pennsylvania 19047, United States -
Bucks Area Homes
● ClosedWelcome to Bucks Area Homes, your premier real estate agency located at 113 Floral Vale Boulevard, Yardley, Pennsylvania. Serving the Bucks County area, we pride ourselves on providing unparalleled access to the latest property listings, absolutely free of charge. Whether you’re buying or selling, our dedicated team is always here to help and answer any questions you might have. For buyers, we offer a seamless experience by crafting a bulletproof buying plan. Our expert agents will guide you from the initial planning stages and pre-approvals, through property tours, all the way to handing you the keys to your new home. We specialize in making your house hunting journey smooth and enjoyable.
113 Floral Vale Boulevard, Yardley, Pennsylvania 19067, United States
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