TOP 10 Complete estate planning consultation in Pennsylvania

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Pearson Financial Planning, located at 100 Amber Court in Wexford, Pennsylvania, is a finance institution that specializes in helping women going through life transitions. As a financial advisor and Certified Financial Planner™ (CFP®), their mission is to educate and support women in identifying, defining, and achieving their financial goals. They provide financial education, investment management, and resources to empower women to make informed decisions about their financial future. Pearson Financial Planning focuses on working with widowed, divorced, and retirement-focused women, offering financial planning, investment management, and educational resources. Their collaborative approach involves partnering with clients to help them achieve financial freedom. To prepare for a meeting with a Financial Planner, clients are required to complete a short questionnaire, provide financial documents, schedule a complimentary "get acquainted" Zoom call, and if it's the right fit, sign on to work together to identify financial goals and create a personalized plan.

America Wills Estates: Your Trusted Estate Planning and Administration Lawyers in Carnegie, PA Located at 327 W Main St, Carnegie, PA 15106, America Wills Estates stands as Pittsburgh’s #1 choice for probate estate administration and estate planning law. For over 25 years, we have been the premier estate administration and estate planning law firm in Western Pennsylvania, offering our clients unparalleled expertise, compassion, and care.

### Defense Tax Partners: Your Trusted Experts in Tax Law and Relief Services Location:

At Defense Tax Partners, we understand that handling tax-related issues can be a daunting task for many individuals and businesses. Located in Cranberry Township, Pennsylvania, our team of expert tax attorneys is dedicated to offering comprehensive tax relief and settlement services to both state and federal tax disputes. Whether you are dealing with tax levies, tax fraud, or an IRS audit, our knowledgeable attorneys are here to provide the best possible resolution for your case.

Defense Tax Partners is your premier destination for expert tax resolution services in Pittsburgh, Pennsylvania. Our highly skilled tax attorneys specialize in both state and federal taxation laws, ensuring that you receive comprehensive and effective legal representation for all your tax-related issues. Our Services:

Welcome to Commercial Real Estate Mortgage Loans Pittsburgh PA, your trusted partner in securing commercial mortgage loans tailored to your business needs. Located at 645 Boggs Ave # C, Pittsburgh, PA, our firm specializes in providing a variety of commercial real estate lending solutions for various property types including office complexes, shopping malls, industrial warehouses, and apartment complexes.What We Offer:Our lending services cover a broad spectrum of commercial loans including: - Small Business Financings - SBA Lending - Private Money Commercial Fundings

At Defense Tax Partners, we specialize in providing comprehensive tax-related services to individuals and businesses in Pittsburgh and beyond. Our expert tax attorneys are well-versed in both state and federal tax laws, ensuring you receive the best possible guidance and representation for any tax issue you might face.

Welcome to ADR Always Done Right Services, your trusted general contractor located in the beautiful Saw Creek Estate, Pennsylvania. At ADR, we pride ourselves on delivering top-notch construction and renovation solutions tailored to meet your unique needs. Whether you're planning a home remodel, building an addition, or embarking on a new construction project, our team of experienced professionals is dedicated to bringing your vision to life with precision and care. Our commitment to excellence is reflected in every project we undertake, ensuring that each job is completed on time, within budget, and to the highest standards of quality. We understand the importance of your investment, and we work closely with you every step of the way to ensure a seamless and stress-free experience.

State Financial Network, Inc. is a finance institution located at 5 Hillman Drive in Chadds Ford, Pennsylvania, United States. Specializing in financial services, State Financial Network, Inc. offers a wide range of products and solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, the institution provides personalized advice and support to clients, ensuring they make informed decisions about their money. Whether you are looking to invest, save, or plan for the future, State Financial Network, Inc. is here to help you every step of the way.

Adam Wisniowski is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 100 North 18th Street in Philadelphia, Pennsylvania, United States. Adam Wisniowski holds various certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, AIF® designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, CAP® certification, CAS® designation, CASL® credential, Certified Divorce Financial Analyst certification, Certified Estate Planner™ designation, Certified Exit Planning Advisor® Program completion, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist designation, Chartered Financial Consultant® designation, Chartered Special Needs Consultant designation, Certified Investment Management Analyst® designation, Certified Kingdom Advisor® designation, Certified in Long-Term Care designation, and Chartered Life Underwriter Designation®. Adam Wisniowski is dedicated to providing comprehensive financial services to individuals, retirees, small business owners, and high net worth clients, with a focus on asset management, investment strategies, estate planning, and retirement planning. With a commitment to ethical practices and ongoing education, Adam Wisniowski is well-equipped to help clients achieve their financial goals.

Dana M. Breslin is a reputable law firm located at 3305 Edgmont Avenue in Brookhaven, Pennsylvania, United States. Specializing in various areas of law, the institution offers expert legal services to clients in need of professional representation. With a dedicated team of lawyers, Dana M. Breslin is committed to providing personalized and effective solutions to meet the unique needs of each client. Whether you are facing a legal issue or seeking legal advice, Dana M. Breslin is here to help.

Orange Coast Lender Services is a reputable insurance agency located at 1000 Commerce Drive in Pittsburgh, Pennsylvania. With a commitment to providing top-notch insurance services to clients in the United States, Orange Coast Lender Services is known for its professionalism, reliability, and personalized approach. Whether you are looking for home, auto, or commercial insurance, their team of experienced agents is dedicated to finding the best coverage options to meet your individual needs. Visit Orange Coast Lender Services today to secure your peace of mind and protect what matters most to you.

De Leon Professional Services is a reputable real estate agency located at 106 South 3rd Street in Easton, Pennsylvania, United States. With a team of experienced professionals, we specialize in helping clients buy, sell, and rent properties in the area. Our personalized approach and attention to detail ensure that each client receives top-notch service and expert guidance throughout the real estate process. Whether you are looking to find your dream home or sell your current property, De Leon Professional Services is here to assist you every step of the way. Contact us today to learn more about how we can help you achieve your real estate goals.

The Law Office of Tiffany E. Hall is a legal institution located at 1650 East High Street, Waynesburg, Pennsylvania, United States. Specializing in Real Estate, Oil & Gas, and Estate Planning, the office offers assistance to individuals in various legal matters. Whether you are facing a dispute with an oil and gas company, considering signing a lease, buying or selling property, or incorporating your business, the experienced team at The Law Office of Tiffany E. Hall is here to help. Additionally, if you need to create a will, power of attorney, or healthcare directive, the office can assist you in identifying your estate planning needs. Please note that the information provided on the website is for informational purposes only and does not constitute legal advice. It is important to consult with the attorneys at The Law Office of Tiffany E. Hall for personalized legal guidance. Remember, no attorney-client relationship is formed without a signed agreement, and interactive features on the website may not provide complete or accurate assistance. Contact The Law Office of Tiffany E. Hall for professional legal services in Pennsylvania.

Samuel R Coury Law Offices is a reputable institution located at 1725 5th Avenue in Arnold, Pennsylvania, United States. Specializing in various fields of law, including Business Associations, Estate Administration, Estate Planning, Guardianships, and Trust Administration, the firm is dedicated to providing professional and affordable legal services to individuals and businesses in the A-K Valley. Founded by Samuel R Coury, a lifelong resident of the area, the firm has been serving the community for over 35 years. With a focus on estate planning and estate and trust administrations, Samuel aims to assist clients in preparing important legal documents such as Wills, Trusts, Powers-of-Attorney, and Health Care Directives. His son, Adam, recently joined the practice after completing his legal education and becoming a licensed attorney in 2022.

Auld Brothers Law Group, LLC is a trusted and respected law firm located in Gibsonia, Pennsylvania. With a focus on understanding your current needs and preparing for future needs, our experienced attorneys are committed to providing personalized legal solutions that fit your unique situation. As a fourth-generation law firm, we have deep roots in the Pittsburgh community and form lifelong relationships with our clients. We specialize in estate planning, asset protection, business succession planning, private wealth management, guardianships, trusts, special needs trusts, probate, inheritance tax, estate administration finalization, elder law, real estate, business formation, and criminal law. Our goal is to guide you through the legal process with clarity and transparency, ensuring that you make informed decisions for yourself and your family.

Julian Gray Associates is a firm located at 954 Greentree Road in Pittsburgh, Pennsylvania, United States. Our mission is to help individuals and families plan for the future and protect themselves throughout life's different stages. We specialize in helping clients obtain Medicaid benefits for nursing home care, provide for vulnerable adults and children with disabilities, and assist military veterans and their spouses in obtaining benefits for a more comfortable and secure life.

David Rabenold: Primerica - Financial Services is a finance and insurance agency located at 7310 Tilghman Street in Allentown, Pennsylvania, United States. With a focus on helping individuals and families achieve financial security and independence, this institution offers a range of services including investment planning, retirement planning, insurance solutions, and more. Led by experienced professionals, David Rabenold: Primerica - Financial Services is dedicated to providing personalized and comprehensive financial guidance to clients, helping them make informed decisions to secure their financial future.

Freedom Bridge Capital Deferred Sales Trust is a finance institution located at 1578 Pennsylvania 903, Jim Thorpe, Pennsylvania, United States. The institution specializes in helping business and property owners defer capital gains tax on the sale of their assets through a legal and proven investment strategy known as the Deferred Sales Trust (DST). By utilizing the DST, owners can defer paying high capital gains taxes, potentially saving up to 20-35% of their profit. The DST offers tax benefits, flexible investment options, liquidity, and wealth succession opportunities for owners and their families. The Deferred Sales Trust is governed by IRC 453 of the Internal Revenue Code, allowing owners to defer capital gains taxes legally. Through the DST, owners can build a passive income stream, spread out their capital gains taxes over time, and secure their promissory note with diverse investments. The institution's team of professionals works closely with owners to complete transactions, set up payment structures, and create wealth succession plans.

Located at 7 East Maitland Lane in New Castle, Pennsylvania, Ed Cline Appraisals - New Castle Branch is a reputable finance institution specializing in real estate appraisals. With over 30 years of experience, our certified Real Estate Appraisers have completed thousands of appraisals in Western Pennsylvania and Eastern Ohio. Our dedicated staff provides excellent customer service and ensures timely completion of reports for a variety of clients including banks, mortgage lenders, attorneys, and government agencies. We also specialize in construction and renovation appraisals. Adhering to the highest standards of quality and ethical policies, our appraisals comply with USPAP and all applicable laws. We offer a free "Consumer Guide to Real Estate Appraisals" for download on our website or by mail. Serving a wide range of boroughs and townships in the area, including Bessemer, Ellwood City, and Pulaski, we strive to provide accessible services for all individuals. Contact us at (724) 847-3211 or visit our website for more information.

True Wealth Design is a finance institution located at 2591 Wexford Bayne Road in Sewickley, Pennsylvania, United States. Our mission is to help our clients live better lives through smarter financial planning. We specialize in retirement, tax, and investment planning, providing complete integration of your financial life to give you clarity and confidence in pursuing your dreams while protecting your family's future. At True Wealth Design, we prioritize transparency and always act in your best interests as fiduciaries. Our team of highly credentialed professionals, including CFP®, CFA®, and CPA advisors with over 5 years of experience, are dedicated to providing you with objective advice and robust planning tailored to your unique financial goals.

True Wealth Design is a finance institution located at 1800 Main Street in Canonsburg, Pennsylvania, United States. Our mission is to help our clients live better lives through smarter financial planning. We specialize in retirement, tax, and investment planning, providing a complete integration of your financial life to give you clarity and confidence in pursuing your dreams while protecting your family's future. At True Wealth Design, we operate as fiduciaries, always acting in your best interests and avoiding commissions on investment product recommendations. Our team of highly credentialed professionals, including Certified Financial Planners, Chartered Financial Analysts, and Certified Public Accountants, work with you regularly to monitor and adjust your financial planning to avoid risks, identify opportunities, and successfully manage life transitions.

JMS Capital Group, located at 417 Thorn Street in Sewickley, Pennsylvania, is a finance institution catering to the complex needs of high net worth investors. Beyond traditional stocks and bonds, they offer access to direct private real estate, private equity investments, and absolute return-oriented strategies to diversify investment portfolios and preserve wealth. The institution provides services to manage tax, estate, and insurance matters, execute education savings plans, and family charitable giving strategies. JMS Capital Group Real Estate handles the acquisition, leasing, and management of commercial and residential properties nationwide. Wealth Services focuses on providing investment solutions and financial planning, while Development offers complete solutions for ground-up real estate transactions. Clients receive quarterly market activity recaps and access to a leading private equity manager for diversification. The institution also offers low-risk strategies with upside return potential and helps clients determine their Risk Number to optimize portfolios. With a focus on preserving wealth and providing steady income streams, JMS Capital Group aims to help clients maintain their lifestyle for generations to come.

Leonard Advisory Group is a finance and insurance agency located at 8150 Perry Highway in Pittsburgh, Pennsylvania, United States. At Leonard Advisory Group, we focus on aligning your finances with your life goals. Our team works with you to create a personalized strategy to help you achieve your retirement objectives. We offer a Complete Planning Review to assess your current financial situation and develop a plan tailored to your unique needs. Our services include retirement income strategies, wealth management, and more. We are an independent financial services firm that offers a range of investment and insurance products to meet your individual requirements. Schedule a meeting with us or attend one of our informational seminars to learn more about securing your financial future. Please note that investments involve risk and should be discussed with a qualified financial adviser. Contact us today to start planning for a secure retirement.

Good Life Companies, located at 2395 Lancaster Pike in Reading, Pennsylvania, is a finance institution that helps advisors launch, grow, and maximize the value of their businesses. With a focus on building the practice you want, Good Life offers a complete solution to help you achieve your vision, with a wide range of services for advisors and value-adds for clients. Transitioning to Good Life has been described as the best decision by many, allowing advisors to deliver the highest level of service to every client. Since joining Good Life in 2015, independent professionals have enjoyed the support and tools necessary to provide top-notch service to their clients. As a stand-alone entity, Good Life provides real estate, infrastructure, technology, training, marketing, and support to independent professionals throughout the United States. Please note that Good Life Companies is not a broker/dealer or a Registered Investment Advisor and does not provide legal or tax advice.

Gateway Funding Diversified Mortgage Services is a finance institution located at 300 Welsh Road in Horsham, Pennsylvania, United States. They specialize in providing a wide range of mortgage services to help individuals and families achieve their homeownership goals. With a team of experienced professionals, Gateway Funding offers personalized solutions to meet the unique needs of each client. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Gateway Funding Diversified Mortgage Services is dedicated to providing exceptional service and guidance throughout the entire process.

Peterson, Fieo & Co. is a renowned financial institution located at 103 Chesley Drive in Media, Pennsylvania, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses alike. From investment management to retirement planning, their experts are dedicated to helping clients achieve their financial goals. Trust Peterson, Fieo & Co. for all your financial needs.

Resnick Roofing & Contracting: Your Trusted Partner for Roofing and Exterior Remodeling in Canonsburg, PA Located at 2857 Washington Rd, Canonsburg, PA 15317, Resnick Roofing & Contracting has been a cornerstone of the Pittsburgh area since 2006, offering top-tier roofing, siding, and gutter services for both residential and commercial properties. Our commitment to quality and customer satisfaction has earned us an A BBB accreditation, numerous positive reviews, and prestigious recognitions, including being named one of the top 1000 fastest-growing private companies by Inc magazine in 2019 and one of the 400 best places to work in 2020.

Are you planning a home remodel? Look no further than Resnick Roofing & Contracting. Since 2006, our expert team has been serving the Pittsburgh area, specializing in residential and commercial roofs, siding, and gutters. Whether you need a brand-new roof replacement, roof repair, integrated solar panels, or a seamless or box gutter system, we have the training and experience to ensure your project is completed to the highest standards.

Welcome to Rise Pittsburgh, where we specialize in securing the best possible deals for our clients in the commercial real estate market using our proprietary "Ultimate Deal Factor." Proudly serving as Pittsburgh's top tenant consultants, we exclusively represent tenants, never landlords, ensuring that your interests are our sole priority.