Employee benefit plans in York, Pennsylvania
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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:
Merrill Lynch Private Wealth Advisor Gennaro R DiSilvio
Merrill Lynch Private Wealth Advisor Gennaro R DiSilvio is dedicated to empowering prosperity and simplifying wealth for a select clientele. Located in the heart of Pittsburgh, PA, our office on the 49th floor of 600 Grant St is a beacon of financial expertise and personalized service. We specialize in transforming complex financial landscapes into seamless, straightforward pathways, ensuring a legacy of stability and growth for individuals, families, business owners, and executives.
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.
Aflac
Welcome to Aflac Feasterville-Trevose, your trusted local insurance agency located at 1 Neshaminy Interplex Drive, Feasterville-Trevose, Pennsylvania. At Aflac, we understand that traditional health insurance may not cover all your needs. That's why we're here to help you manage those unexpected expenses, providing a financial safety net so you can focus on what truly matters. Our comprehensive range of insurance policies is designed to give you peace of mind. Whether it's assisting with emergency treatment costs, supporting cancer patients through their financial and emotional challenges, or covering expenses for critical illnesses, Aflac is here to help. We also offer final expense whole life insurance to ease the burden of funeral costs, ensuring your loved ones are protected.
Nearby cities:
- Allentown
- Baden
- Bangor
- Bridgeville
- Butler
- Canonsburg
- Coraopolis
- Cranberry Township
- Easton
- Erie
- Feasterville-Trevose
- Franklin
- Hanover
- Hazleton
- Honesdale
- Imperial
- Jenkintown
- Langhorne
- Meadville
- Monaca
- New Hope
- Newtown
- Oakmont
- Oil City
- Philadelphia
- Pittsburgh
- Scranton
- Warminster
- Wayne
- West Chester
- Wexford
- York
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