Customized financial advice in New Hope, Pennsylvania
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Frank Policare - Financial Advisor, Ameriprise Financial Services, LLC
Frank Policare is a financial advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road in New Hope, Pennsylvania, United States. Frank Policare holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Frank Policare's expertise in asset management, retirement planning, estate planning, insurance products, investment strategies, and financial planning for various client needs. Frank Policare is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a commitment to ethics and ongoing education, Frank Policare ensures that clients receive the highest level of service and expertise in their financial planning journey.
Gerald Barlow - Financial Advisor, Ameriprise Financial Services, LLC
Gerald Barlow is a Financial Advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Gerald Barlow holds several certifications including 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Gerald Barlow specializes in providing expert financial advice and planning services for individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and professional expertise, Gerald Barlow is dedicated to helping clients achieve their financial goals and secure their financial future.
Pat Trauger - Financial Advisor, Ameriprise Financial Services, LLC
Pat Trauger is a financial advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Pat Trauger holds various certifications including 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Pat Trauger offers comprehensive financial planning services for individuals and businesses, focusing on asset management, retirement planning, estate planning, insurance products, investment strategies, and more. With a commitment to ethical practices and ongoing education, Pat Trauger is dedicated to helping clients achieve their financial goals.
Merrill Lynch Financial Advisor Andrew "Drew" Morrison
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.
Merrill Lynch Financial Advisor Michelle Kish
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:
Joseph D Amore - Associate Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Joseph D Amore - Associate Financial Advisor at Ameriprise Financial Services, LLC, located in the heart of New Hope, Pennsylvania. Situated at 6444 Lower York Road, our office is dedicated to providing exceptional financial advisory services tailored to meet your unique needs. Joseph D Amore is committed to guiding you through the complexities of financial planning with professionalism and expertise. As a trusted financial advisor, Joseph holds numerous prestigious certifications, ensuring a broad and deep understanding of various financial disciplines. With the AAMS™ (Accredited Asset Management Specialist™) designation, Joseph adheres to a strict code of ethics and has completed comprehensive coursework that equips him to address real-world asset management challenges. This certification covers critical topics such as asset allocation, investment strategies, estate planning, and more.
Christian Baird Jr. - State Farm Insurance Agent
Christian Baird Jr. - State Farm Insurance Agent is a reputable insurance agency located at 5878 Easton Road, Plumsteadville, Pennsylvania. With over 47 years of experience in the insurance industry, Christian Baird Jr. and his team specialize in providing auto insurance, homeowners insurance, life insurance, business insurance, and financial services. They cater to customers in Bucks County, Montgomery County, Philadelphia County, and Delaware County, offering personalized services and assistance with insurance needs. As an alumni of St. Joseph's University and a member of various insurance industry organizations, Christian Baird Jr. is dedicated to serving the community and supporting organizations such as Habitat for Humanity. The agency also provides valuable information on saving for college, safe driving tips, and legacy planning for grandparents.
The James Taylor Agency, Inc.
The James Taylor Agency, Inc. is a reputable insurance agency located at 17 Village Row in New Hope, Pennsylvania, United States. With a strong focus on providing personalized and reliable insurance solutions, our team of experienced professionals is dedicated to helping clients find the coverage that best fits their needs. Whether you are looking for auto, home, life, or business insurance, we are committed to offering exceptional service and competitive rates. Trust The James Taylor Agency, Inc. to protect what matters most to you.
The First National Bank & Trust Company
The First National Bank & Trust Company, located at 408 Lower York Road in New Hope, Pennsylvania, is a full-service institution offering ATM, banking, and financial services. The online banking portal has recently been redesigned for a better user experience. The Solebury branch provides personal and business banking and loan services to individuals and companies in the surrounding areas. Established in 1999, the branch is handicap accessible with drive-up banking and ATM services available. With Saturday morning hours, The First is dedicated to providing exceptional customer service to the community. As Bucks County's oldest independent community bank, The First prides itself on customer loyalty and reinvesting profits back into the local community. Branch Managers Jean Heath and Brad Kuder are available to assist with any banking needs. Visit The First National Bank & Trust Company to experience personalized banking solutions and quick decision-making from a team of experts. Please note that links on the website may redirect you to other sites, and The First is not responsible for their content. Thank you for visiting The First National Bank & Trust Company's website.
Penn Community Bank
Penn Community Bank is a trusted financial institution located at 275 West Bridge Street in New Hope, Pennsylvania. As a full-service bank, we offer a wide range of financial services including personal and business banking, loans, mortgages, and investment options. Our convenient ATM services make it easy for customers to access their funds anytime, anywhere. With a commitment to providing exceptional customer service and financial solutions, Penn Community Bank is dedicated to helping individuals and businesses achieve their financial goals.
Parsons Capital Management LLC
Parsons Capital Management LLC is a finance institution located at 1 South Sugan Road in New Hope, Pennsylvania, United States. With a focus on providing personalized financial solutions, Parsons Capital Management LLC offers a range of services including investment management, financial planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial futures. Trust Parsons Capital Management LLC to provide expert guidance and tailored strategies to help you navigate the complexities of the financial world.
Deutsch & Thomas, Inc.
Deutsch & Thomas, Inc. is a reputable institution located at 6542-A Lower York Road in New Hope, Pennsylvania, United States. With a strong track record of providing comprehensive financial and business consulting services, Deutsch & Thomas, Inc. is a trusted partner for individuals and businesses looking to achieve their financial goals. Their team of experienced professionals offers personalized solutions tailored to each client's unique needs, ensuring a high level of customer satisfaction. Whether you are seeking assistance with financial planning, investment strategies, or business development, Deutsch & Thomas, Inc. is dedicated to helping you succeed.
Hartley Advisors Corp.
Hartley Advisors Corp. is a reputable finance institution located at 427 Riverview Circle in New Hope, Pennsylvania, United States. With a team of experienced financial advisors, they provide a wide range of services including investment management, financial planning, and retirement planning. Their mission is to help clients achieve their financial goals through personalized and strategic advice. With a commitment to excellence and integrity, Hartley Advisors Corp. is dedicated to providing top-notch financial services to individuals and businesses alike.
Nationwide Insurance: Michael R Savio
Nationwide Insurance: Michael R Savio is an insurance agency located at 1 Market Place in New Hope, Pennsylvania, United States. They offer a variety of insurance coverage options, including auto insurance, home insurance, commercial insurance, and more. Their specialties include Agriculture, Auto, Commercial, Condo, Farm, Financial, Home, Life, Powersports, and Renters insurance. The agency is dedicated to helping you find the right insurance package for your needs, whether it's protecting your home, personal property, or business. The agents at Michael R Savio can help you understand the different types of insurance available and determine the appropriate level of coverage for you and your family. Contact them at (215) 862-2025 or visit them in person to get started on securing your financial future.
Leonard Brodsky & Associates
Leonard Brodsky & Associates is a reputable insurance agency located at 48 West Bridge Street in the charming town of New Hope, Pennsylvania, United States. With a strong commitment to providing top-notch insurance solutions for individuals and businesses, Leonard Brodsky & Associates offers a wide range of insurance products tailored to meet the unique needs of their clients. Their team of experienced and knowledgeable professionals is dedicated to delivering personalized service and expert advice to ensure that customers are well-protected and have peace of mind. Whether you are looking for home, auto, life, or business insurance, Leonard Brodsky & Associates is the go-to agency for all your insurance needs.
ATM Machine at Stogie's Smoke Shop - Stroudsburg
Welcome to the ATM Machine at Stogie's Smoke Shop in Stroudsburg, Pennsylvania! Conveniently located at 201 North 9th Street, Stroudsburg, PA 18360, our ATM service is your go-to solution for quick and easy access to cash right in the heart of Stroudsburg. At Stogie's Smoke Shop, we understand the importance of having reliable ATM services for both individuals and businesses. Whether you're a local resident, a traveler passing through, or a business owner exploring the potential of the ATM industry, our ATM is here to meet your financial needs.
ATM Machine at Foe 1106
Welcome to "ATM Machine at Foe 1106," your trusted partner in the ATM and finance business, conveniently located at 1210 North 5th Street, Stroudsburg, Pennsylvania 18360, United States. Whether you're exploring the ATM industry or searching for ATM machines and processing services, we offer invaluable insights and resources to help you succeed. Discover the magic of the ATM business and learn the secrets that ATM machine owners use to create a lifetime of passive income. Owning an ATM or having us install a free ATM in your store can save you money on credit card fees, prevent customers from leaving for cash, and generate revenue for you.
Wells Fargo Bank
Welcome to Wells Fargo Bank, conveniently located at 336 West Bridge Street, New Hope, Pennsylvania. As a trusted name in banking and finance, we are committed to providing our community with a comprehensive range of financial services. Whether you're looking to manage your day-to-day banking needs, seeking financial advice, or accessing our ATM services, our knowledgeable team is here to assist you. At Wells Fargo Bank, we prioritize customer satisfaction and financial security, ensuring a seamless and personalized experience tailored to your unique needs. Visit us today and discover how we can help you achieve your financial goals with confidence.
ATM Machine at Anthony's Barbershop
ATM Machine at Anthony's Barbershop Welcome to the ATM Machine located conveniently at Anthony's Barbershop, 145 Woodbourne Road, Langhorne, Pennsylvania 19047. Whether you're a customer needing quick cash or an entrepreneur interested in the ATM business, our location offers more than just financial services.
ATM Machine at Sunrise Jin Laundromat
Welcome to the ATM Machine at Sunrise Jin Laundromat, your convenient financial partner located at 4007 Veterans Highway, Levittown, Pennsylvania 19056, United States. Whether you're a local resident or a visitor, our ATM provides easy and secure access to your funds whenever you need them. Our ATM services are designed to cater to both individuals and business owners interested in exploring the lucrative ATM industry. If you're researching the ATM business or looking for ATM machines and processing services, you've come to the right place. At Sunrise Jin Laundromat, our ATM can help you save on credit card fees, keep your customers on-site, and even generate passive income if you choose to own one.
ATM Machine at Healthy Food
Welcome to ATM Machine at Healthy Food! Located conveniently at 550 West Pike Street, Philadelphia, Pennsylvania 19140, our ATM services provide a seamless and efficient financial solution for both business owners and customers alike. Whether you're researching the ATM business or looking to acquire an ATM machine and processing services, we are here to guide you every step of the way.
ATM Machine at Luzerne Laundromat
ATM Machine at Luzerne Laundromat Welcome to the ATM Machine conveniently located at Luzerne Laundromat, 3960 North 6th Street, Philadelphia, Pennsylvania 19140. Whether you're a local resident or just passing through, our ATM provides quick and easy access to cash right when you need it. Situated in a prime location, this ATM ensures that you won’t have to travel far for your banking needs.
ATM Machine at Aguila Barber Shop
Welcome to the ATM Machine at Aguila Barber Shop, your convenient financial service destination located at 4801 North Front Street, Philadelphia, Pennsylvania 19120. Whether you’re a local resident or just passing through, our ATM provides easy access to your cash needs right within the heart of the community. Our ATM service is perfect for those exploring the world of ATM business or simply looking for reliable ATM machines and processing services. Discover the potential of owning an ATM and learn how it can lead to a lifetime of passive income. By having an ATM in your business, you not only save on credit card fees but also retain customers who might otherwise go elsewhere.
ATM Machine at Mariany Unisex Beauty Salon
Welcome to the ATM Machine at Mariany Unisex Beauty Salon, your convenient financial service provider located at 4937 Frankford Avenue, Philadelphia, Pennsylvania 19124, USA. Whether you’re researching the ATM business or looking for ATM machines and processing services, we have the solutions to meet your needs. Our services are designed to help you understand and tap into the lucrative world of ATM ownership. Discover the magic of the ATM business and learn the secrets that successful ATM machine owners use to generate a lifetime of passive income. By owning or hosting a free ATM in your store, you can save money on credit card fees, retain customers, and even generate additional income.
Nationwide Insurance: Gannon Insurance Associates Inc.
Welcome to Nationwide Insurance: Gannon Insurance Associates Inc., your trusted insurance agency located at 2709 East Allegheny Avenue, Philadelphia, Pennsylvania. We are dedicated to providing comprehensive insurance solutions tailored to meet your unique needs. Whether you're looking to protect your vehicle, home, business, or family, our team is here to guide you every step of the way. Auto Insurance You Can Trust At Gannon Insurance Associates, we understand the importance of safeguarding one of your largest investments—your vehicle. We offer a range of auto insurance options, ensuring you have the right coverage without paying for more than you need. Our experts are here to help Philadelphia drivers navigate the complexities of liability, personal injury protection, comprehensive, collision, and under/uninsured motorist coverage. Contact us to discuss your auto insurance needs and ensure your plan is up-to-date.
Real Estate By Adriana, Keller Williams Real Estate
Welcome to Real Estate By Adriana, your trusted partner in navigating the vibrant real estate market of New Hope, Pennsylvania. Nestled at 415 York Road, our office is proud to be a part of the esteemed Keller Williams Real Estate family, known for its commitment to excellence and customer satisfaction. At Real Estate By Adriana, we understand that buying or selling a home is more than just a transaction; it’s a life-changing experience. That’s why our team is dedicated to providing exceptional, personalized service for all of our clients. With a deep knowledge of the local market and a passion for helping people find their dream homes, Adriana and her team are ready to guide you through every step of your real estate journey.
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