Convenient financial service locations in Bala Cynwyd, Pennsylvania

Merrill Lynch Financial Advisor Robert J. McKiernan, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, is a finance institution that primarily works with High-Net-Worth Individuals, Families, and Institutions, as well as Working & Retired Professionals and Senior Executives across the country. They focus on exploring seven priorities with clients, including managing healthcare expenses, home investments, family care, leisure activities, charitable giving, work in retirement, and financial goals. The institution collaborates with other trusted professionals to help clients pursue their goals, utilizing the investment insights of Merrill and the banking convenience of Bank of America. Services offered include asset allocation, investment management, traditional and alternative investment selection, bank financing, trust and estate planning, and cash flow management.

Merrill Lynch Financial Advisor Jamie R Policare, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, is dedicated to managing your wealth with a comprehensive understanding of your financial situation. With access to the investment insights of Merrill and the banking convenience of Bank of America, Jamie can help create a flexible strategy tailored to your changing market conditions and personal goals. By participating in the community and volunteering with local organizations, Jamie upholds the Merrill tradition of serving the community. Through Merrill Personal Wealth Analysis™, a personalized financial plan can be developed centered on your goals and aspirations. Jamie believes in building long-term relationships by listening to your needs and priorities, helping you navigate important life decisions such as retirement planning, education funding, and wealth transfer. By utilizing the Investment Personality Assessment, Jamie can customize your financial approach to align with your preferences and goals. With a focus on ongoing communication and adjustments, Jamie aims to help you achieve your financial aspirations and stay on track through life's changes. As a Certified Financial Planner, Jamie is registered to do business in multiple states and offers personalized investment strategies to help you pursue your financial goals. Whether you are planning for the future, navigating market fluctuations, or seeking advice on complex financial matters, Jamie Policare is committed to helping you achieve financial success.

Signed Sealed Delivered Mobile Notary is a professional finance institution located at 45 East City Avenue in Bala Cynwyd, Pennsylvania, United States. Specializing in mobile notary services, they provide convenient and reliable notarization for a variety of financial documents. Whether you need a power of attorney, loan documents, or real estate paperwork notarized, their experienced team is dedicated to ensuring your documents are signed, sealed, and delivered with accuracy and efficiency. Trust Signed Sealed Delivered Mobile Notary for all your notary needs in the Bala Cynwyd area.

Intrinity Tax is a reputable accounting and finance institution located at 150 Monument Road in Bala Cynwyd, Pennsylvania, United States. We are dedicated to providing top-notch tax services to our clients, including electronic filing on EFile Day. Our office has successfully funded over 4.1 Million in IRS Tax Refund Dollars to our clients in just a few years in Philadelphia. At Intrinity Tax, we strive to make the tax process easier for taxpayers by offering mobile tax preparation at no additional cost. Our experienced preparers are willing to meet you at a local landmark for your convenience. We prioritize serving and employing our community, and our Refund Advances ensure that you receive your well-earned income tax dollars as soon as possible.

Whitaker Notary is a finance institution located at 45 East City Avenue in Bala Cynwyd, Pennsylvania, United States. They specialize in providing notary services for a variety of financial documents. With a team of experienced professionals, Whitaker Notary ensures that all legal documents are properly notarized and authenticated. Whether you need assistance with loan documents, real estate transactions, or other financial paperwork, Whitaker Notary is dedicated to providing reliable and efficient service to meet your needs.

Citizens Supermarket Branch is a convenient financial institution located at 121 City Avenue in Bala Cynwyd, Pennsylvania, United States. This branch offers a range of banking services including ATM access, making it easy for customers to manage their finances while shopping for groceries. Whether you need to deposit a check, withdraw cash, or inquire about a loan, Citizens Supermarket Branch provides a convenient and efficient solution for all your banking needs.