Customized risk management in Jenkintown, Pennsylvania

Clark & McCaffery Wealth Management of Raymond James is a leading finance institution located in Jenkintown, Pennsylvania. With a focus on personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, our advisors are here to provide expert guidance tailored to your individual needs. Visit us at 165 Township Line Road to learn more about how we can help you secure your financial future.

Ahida Garcia - State Farm Insurance Agent is a trusted insurance agency located at 716 Adams Avenue in Philadelphia, Pennsylvania. Since 2013, Ahida Garcia has been providing exceptional service to residents in Philadelphia and surrounding areas, including Jenkintown, Flourtown, Bala Cynwyd, and Cherry Hill, New Jersey. With a focus on personalized attention and understanding unique needs, Ahida and her team offer a range of insurance services, including homeowners, renters, auto, life, and business insurance, as well as financial services. As a native of Colombia with a background in accounting, Ahida is dedicated to helping customers improve their financial well-being. The agency's mission is to help customers plan and protect their families, assets, and businesses to achieve financial stability. With a vision to become the largest risk management and financial services agency serving Latinos in Philadelphia, Ahida Garcia - State Farm Insurance Agent is committed to integrity, discipline, and care for customers. Whether you need assistance with insurance for your home, car, or business, Ahida and her team are here to help you protect what matters most. Contact them today for personalized insurance solutions tailored to your needs.

Royal Insurance Services, LLC is a reputable insurance agency located at 766 Old York Road in Jenkintown, Pennsylvania, United States. With a commitment to providing top-notch insurance services to individuals and businesses, Royal Insurance Services, LLC offers a wide range of insurance products to meet the diverse needs of its clients. Whether you are looking for auto, home, life, or business insurance, the experienced team at Royal Insurance Services, LLC is dedicated to helping you find the best coverage at competitive rates. Their personalized approach and exceptional customer service make them a trusted choice for all your insurance needs.

Wealth Financial Services is a reputable finance and insurance agency located at 309 Florence Avenue in Jenkintown, Pennsylvania, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to insurance coverage, we are dedicated to providing personalized solutions tailored to each client's specific needs. Visit us today to learn more about how we can help you secure your financial future.

D&P Financial Services is a reputable accounting and finance institution located at 505 York Road in Jenkintown, Pennsylvania. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, financial planning, bookkeeping, and more. We are committed to helping our clients achieve their financial goals and providing them with personalized solutions tailored to their specific needs. Visit us today to see how we can help you manage your finances effectively.

Keristen Bazile: Primerica - Financial Services is a finance and insurance agency located at 261 Old York Road in Jenkintown, Pennsylvania, United States. With a focus on providing comprehensive financial services, including investment strategies, retirement planning, and insurance solutions, the institution is dedicated to helping individuals and families achieve their financial goals. With a team of experienced professionals, Keristen Bazile: Primerica offers personalized guidance and tailored solutions to meet the unique needs of each client. Whether you are looking to secure your financial future or protect your assets, this institution is committed to providing expert advice and top-notch service.

Ralph McDevitt - Raymond James is a respected finance institution located at 165 Township Lane in Jenkintown, Pennsylvania, United States. With a focus on providing personalized financial services, this institution offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. Their experienced team of professionals is dedicated to providing exceptional service and guidance to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Ralph McDevitt - Raymond James is committed to helping you every step of the way.

Merrill Lynch Financial Advisor Scott M. Blanche is a respected institution located at 101 West Avenue in Jenkintown, Pennsylvania, United States. With over 30 years of experience in the financial services industry, Scott is a dedicated professional committed to serving the best interests of his clients. As a Senior Portfolio Advisor, Scott can provide custom investment strategies to help clients pursue their objectives. He holds prestigious designations such as Chartered Retirement Planning Counselor™ and Certified Plan Fiduciary Advisor. Scott believes in the importance of building trusted relationships with his clients through quality time and client education. He leads a team of experienced advisors and support staff who assist a select circle of referred clients and generations of their families. Scott's personalized approach to wealth management includes collaborating with internal specialists and clients' CPAs and attorneys to address their challenges and goals. In addition to his professional responsibilities, Scott is actively involved in volunteering in the community and enjoys spending time with his family in Pennsylvania and Maine. As a Merrill Lynch Wealth Management Advisor, Scott focuses on helping clients achieve their financial goals and priorities, even as they change over time. By getting to know his clients personally and understanding what matters most to them, Scott can create a financial approach that reflects their unique needs and aspirations. With access to the investment insights of Merrill and banking solutions from Bank of America, Scott works with clients to develop strategies designed to help address their financial needs and pursue their goals. Whether clients are planning for retirement, saving for a home, or funding a child's education, Scott is dedicated to helping them achieve financial success. By regularly reviewing and adjusting their financial approach, Scott aims to help clients stay on track to achieve what's most important to them. With a focus on client education, personalized service, and a commitment to understanding his clients' goals, Scott M. Blanche is a trusted advisor who puts his clients' needs first.

Concentric Planning & Advisory Solutions is a financial planning institution located at 610 Old York Road in Jenkintown, Pennsylvania, United States. With a team of experienced financial advisors, they offer comprehensive financial planning and investment management services to help clients achieve their financial goals. Their personalized approach and commitment to client satisfaction set them apart from other financial planning firms. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Concentric Planning & Advisory Solutions is dedicated to providing expert guidance and support every step of the way.

Merrill Lynch Financial Advisor Mark A Gombita is a finance institution located at 101 West Avenue, Jenkintown, Pennsylvania, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and the District of Columbia, clients are guided towards achieving their desired financial goals. The institution emphasizes that investing involves risk and it is important to consult legal and tax advisors before making financial decisions. Offering a broad range of brokerage, investment advisory, and other services, Merrill Lynch aims to provide personalized financial solutions to clients. With a focus on asset allocation, diversification, and rebalancing, the institution helps clients navigate the complexities of the financial world. Additionally, Merrill Lynch offers insurance and annuity products through Merrill Lynch Life Agency Inc., as well as trust and fiduciary services through Bank of America Private Bank. With a strong commitment to providing informative and useful services, Merrill Lynch strives to help clients make informed financial decisions.

Merrill Lynch Financial Advisor Gershon W Trimpol, located at 101 West Avenue, Jenkintown, Pennsylvania, United States, is dedicated to helping you manage your wealth with a personalized approach. With access to the investment insights of Merrill and the banking solutions of Bank of America, Gershon Trimpol can create a flexible strategy tailored to your goals and priorities. By participating in the community and volunteering with local organizations, Gershon Trimpol follows the Merrill tradition of serving the community. The Merrill Personal Wealth Analysis™ can help build a personalized plan centered on your goals and focused on what you want to achieve. By understanding your investment personality through an assessment, Gershon Trimpol can customize a financial approach to help you pursue what matters most to you. With regular check-ins and updates to reflect changes in your life and goals, Gershon Trimpol is committed to helping you stay on track to achieve your financial objectives.

Merrill Lynch Financial Advisor Nicholas Schell, located at 101 West Avenue in Jenkintown, Pennsylvania, offers personalized wealth management services to clients in Pennsylvania and nationwide. The Schell Group is dedicated to simplifying the financial lives of their accomplished clientele by tailoring risk-managed strategies to their specific needs. With a focus on understanding clients' concerns and aspirations, the team at Merrill Lynch strives to enhance various areas of their financial picture, from company holdings to retirement planning. The team at Merrill Lynch takes a comprehensive approach to wealth management, considering factors such as valuations, diversification, cost efficiencies, and tax implications. By leveraging their expertise in managing tax-free municipal bond portfolios, they aim to help clients achieve long-term portfolio growth. Every client relationship begins with a conversation to identify and prioritize their goals, whether it's transferring wealth to the next generation or pursuing their passions.

Merrill Lynch Financial Advisor Christopher Schell, located at 101 West Avenue in Jenkintown, Pennsylvania, offers personalized wealth management services to clients in Pennsylvania and nationwide. The Schell Group is dedicated to simplifying the financial lives of their accomplished clientele by tailoring risk-managed strategies to meet individual needs. They focus on understanding clients' concerns, aspirations, and financial goals to provide value-driven solutions. Christopher Schell and his team prioritize long-term portfolio growth through careful valuations, diversified investments, and tax-efficient strategies. They draw on extensive experience managing tax-free municipal bond portfolios to enhance clients' financial pictures. The team's approach begins with a conversation to identify and prioritize clients' most important goals, whether it's transferring wealth to the next generation or customizing financial strategies to pursue passions.

Wells Fargo Advisors is a reputable financial institution located at 165 Township Line Road in Jenkintown, Pennsylvania, United States. They offer a wide range of financial services and investment options to help clients manage and grow their wealth. With a team of experienced financial advisors, Wells Fargo Advisors provides personalized guidance and strategies to help individuals and businesses achieve their financial goals. Whether you are planning for retirement, investing for the future, or seeking wealth management services, Wells Fargo Advisors is dedicated to helping you secure a strong financial future.

Merrill Lynch Financial Advisor David A Mallach, located at 101 West Avenue in Jenkintown, Pennsylvania, offers personalized wealth management services to help clients achieve their financial goals. With a focus on building strong client relationships based on trust and personalized service, the team at Merrill Lynch works together with clients to create a financial approach that reflects their unique needs and priorities. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to providing exemplary client service. Whether clients are seeking income, growth, or a combination of both, the team at Merrill Lynch is dedicated to helping clients achieve positive outcomes. With convenient, secure account access through MyMerrill, clients can easily manage their investment accounts and access personalized financial strategies designed to optimize wealth across generations. The team at Merrill Lynch is dedicated to helping clients navigate the complexities of their financial lives and develop a customized investment approach tailored to their individual needs and goals. With a focus on putting clients first, Merrill Lynch Financial Advisor David A Mallach is committed to providing clients with the guidance and support they need to achieve financial success.

Welcome to Montefiore Cemetery Co., a cornerstone of dignity and tradition in the heart of Jenkintown, Pennsylvania. Since 1910, our family-owned and operated Jewish cemetery has provided a serene final resting place, honoring the past while planning thoughtfully for the future. At Montefiore, we believe that a life well-lived is an everlasting memory, and we are dedicated to perpetuating these memories with care and respect. Our perpetual charter ensures that Montefiore is not only one of the most stately Jewish cemeteries in the area but also a place where future generations will find solace and space. We are committed to meticulous maintenance and continuous upgrades to our facilities, ensuring a peaceful environment for reflection and remembrance.

Welcome to William S. Valentine - Your Trusted Financial Partner in Jenkintown, PA Located at 165 Township Line Road, Jenkintown, Pennsylvania, William S. Valentine is your local expert in comprehensive financial planning and investment strategy. As a distinguished Oppenheimer Financial Professional, William S. Valentine is dedicated to aligning each client's unique goals, values, and needs with tailored investment and insurance strategies.

Welcome to Robert J. Daries, located at 165 Township Line Road, Jenkintown, Pennsylvania 19046. We are proud to be part of DHM Wealth Management, a dedicated team of veteran financial advisors committed to providing exceptional long-term financial guidance tailored to the unique needs of individuals, families, businesses, and their interests. At DHM Wealth Management, we believe in a personalized approach, starting with listening to you. In today's fast-paced, technology-driven world, we understand the importance of personal interaction and empathy. By putting ourselves in your shoes, we gain a comprehensive understanding of the complexities you face, your financial goals, and your legacy aspirations.