Estate plan consultant in Langhorne, Pennsylvania

Charles Rucker is a financial advisor at Ameriprise Financial Services, LLC located at 2300 Lincoln Highway in Langhorne, Pennsylvania, United States. Charles 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®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Charles is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, investment strategies, estate planning, retirement planning, and risk management, Charles is committed to helping clients achieve their financial goals. Contact Charles Rucker today for expert financial advice tailored to your specific needs.

Vincent Notarianni - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2300 Lincoln Highway, Langhorne, Pennsylvania, United States. Vincent Notarianni holds various certifications such as 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®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and various other financial planning areas. Vincent Notarianni is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. His commitment to ethical practices and continued education ensures that clients receive the highest level of service and expertise in managing their financial goals.

Nina Ingulli is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 104 Corporate Drive East, Langhorne, Pennsylvania, United States. Specializing in finance, Nina 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, investment strategies, estate planning, retirement planning, and more, Nina provides comprehensive financial services to individuals and small business owners. Clients can trust in Nina's commitment to ethical standards and continued education in the ever-evolving field of wealth management.

Ryan D Murray is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2300 Lincoln Highway in Langhorne, Pennsylvania, United States. Ryan 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, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, estate planning, retirement planning, and investment strategies, Ryan is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. By upholding a code of ethics and staying up-to-date on industry trends, Ryan ensures that clients receive personalized and strategic financial planning services tailored to their unique needs.

Dharshan Premaratne - TD Wealth Financial Advisor is a finance institution located at 2040 Lincoln Highway, Langhorne, Pennsylvania, United States. As part of TD Wealth®, a business of TD Bank N.A., they provide clients access to a wide range of bank and non-bank products and services including banking, lending, investment, trust services, securities, and investment advisory services. TD Private Client Wealth LLC, a registered investment adviser and broker-dealer, offers services through TD Wealth. Additionally, Epoch Investment Partners, Inc. provides investment management services to TD Wealth. TD Investment Services (US) is a subsidiary of TD Bank N.A. and offers non-bank products and services. TD Automated Investing and TD Automated Investing Plus are digital platform offerings, while High Net Worth and TD Investment Services (US) are fully managed account offerings through TD Private Client Wealth LLC. TD Wealth Management Services Inc., an insurance agency, offers insurance products. TD Bank, N.A. and its affiliates are not liable for any errors or omissions in the information provided.

William P Marshall - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2300 Lincoln Highway, Langhorne, Pennsylvania, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of financial planning, asset management, estate planning, retirement planning, and more. The institution is committed to providing expert financial advice and services to individuals and businesses, helping them achieve their financial goals.

Ted Swan - TD Wealth Relationship Manager is a finance institution located at 1060 Second Street Pike in Richboro, Pennsylvania, United States. As a relationship manager, Ted Swan provides personalized financial advice and solutions to help clients achieve their financial goals. With expertise in wealth management, investment strategies, and financial planning, Ted Swan is dedicated to building strong relationships with clients and guiding them towards financial success. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Ted Swan is committed to providing the highest level of service and expertise. Contact Ted Swan - TD Wealth Relationship Manager today to schedule a consultation and start planning for your financial future.

John Shimp - Private Wealth Advisor, Ameriprise Financial Services, LLC, is a finance institution located at 1717 Langhorne Newtown Road, Langhorne, Pennsylvania, United States. The institution offers a range of certifications and designations for their advisors, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics, from asset management to retirement planning, estate planning, and more. Advisors at John Shimp - Private Wealth Advisor are trained to provide expert financial advice and support to individuals, families, small business owners, retirees, and high net worth clients.

Brendan O'Reilly is a Financial Advisor at Ameriprise Financial Services, LLC located at 1717 Langhorne Newtown Road, Langhorne, Pennsylvania, United States. Brendan holds various certifications such as 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, CIMATM, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. Brendan specializes in providing comprehensive financial planning and investment advice to individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethical practices and continuous education, Brendan is dedicated to helping clients achieve their financial goals and secure their financial future.

CURO Wealth Management is a leading finance institution located in Langhorne, Pennsylvania, United States. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals and secure their future. We offer a wide range of services including investment management, retirement planning, and estate planning. At CURO Wealth Management, we pride ourselves on providing personalized solutions tailored to each client's unique needs and objectives. Trust us to provide you with expert financial guidance and support as you navigate the complexities of wealth management.

Shelley Y Mau is a financial advisor at Ameriprise Financial Services, LLC located at 480 Mulberry Court, Langhorne, Pennsylvania, United States. Shelley 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, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning and asset management topics, ensuring that Shelley is equipped to provide expert advice and guidance to individuals, retirees, small business owners, high net worth clients, and more. With a focus on ethical practices and comprehensive knowledge, Shelley Y Mau is dedicated to helping clients achieve their financial goals and secure their financial future.

John West - Financial Advisor at Ameriprise Financial Services, LLC, located at 2300 Lincoln Highway in Langhorne, Pennsylvania, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, major purchases, and more, John provides investment recommendations and portfolio analysis to help you achieve financial success. Regular meetings and progress tracking ensure that your financial strategy evolves with your changing life circumstances. Access your accounts and investments securely from any device, and schedule a complimentary initial consultation to get started on your path to a more confident financial future. Securities offered through Ameriprise Financial Services, LLC, and investment advisory services are available for residents of select states. Stay informed about market trends and reach out to John to discuss your financial goals today.

Great Oak Wealth Partners - Ameriprise Financial Services, LLC is a finance institution located at 2300 Lincoln Highway in Langhorne, Pennsylvania, United States. They offer personalized advice to help clients achieve their financial goals, with a focus on providing a positive backdrop for stock prices and analyzing market trends. The Great Oak symbolizes strength and survival, reflecting the institution's commitment to long-term financial success. Their financial advisors are registered to do business in specific U.S. states, and clients can access background and qualification information on FINRA's BrokerCheck website. The institution emphasizes the importance of meeting with clients to discuss their individual needs and priorities, offering initial consultations on financial planning concepts.

LPL Financial - Christopher D. Frey is a finance institution located at 402 Middletown Boulevard in Langhorne, Pennsylvania, United States. As a trusted financial advisor, Christopher D. Frey provides expert guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and delivering top-notch service, LPL Financial - Christopher D. Frey is dedicated to helping individuals and families secure their financial future.

Edward Jones - Financial Advisor: Jeff Revak is a trusted financial institution located at 1790 Yardley Langhorne Road in Yardley, Pennsylvania. Specializing in providing personalized financial planning and investment services, Jeff Revak and his team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jeff Revak offers a comprehensive range of financial solutions tailored to meet the individual needs of each client. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Jeff Revak and his team are committed to guiding you every step of the way. Visit their office today to start planning for a secure financial future.

Brian Lucas is a Financial Advisor at Ameriprise Financial Services, LLC, located at 2300 Lincoln Highway, Langhorne, Pennsylvania, United States. Brian 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®. Brian specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. With a focus on asset management, estate planning, retirement planning, investment strategies, and insurance products, Brian is dedicated to helping clients achieve their financial goals. Contact Brian Lucas at Ameriprise Financial Services for expert financial advice and personalized wealth management solutions.

Aaron Borstein is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2300 Lincoln Highway in Langhorne, Pennsylvania, United States. Aaron holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing personalized financial advice, Aaron helps clients navigate complex financial situations and make informed decisions to achieve their financial goals. Whether you are a retiree, small business owner, or high net worth individual, Aaron is dedicated to helping you secure your financial future.

Ingulli & Associates - Ameriprise Financial Services, LLC is a finance institution located at 104 Corporate Drive East, Langhorne, Pennsylvania, United States. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The institution provides initial consultations to discuss financial planning concepts and potential strategies. Ameriprise financial advisors are registered to do business in certain U.S. states and cannot guarantee future financial results. They prioritize client relationships and aim to help friends and family members achieve their financial goals. The institution is a member of FINRA and SIPC, with information available on their website for transparency and security.

Evergreen Financial Partners is a reputable finance institution located at 104 Corporate Drive East in Langhorne, Pennsylvania, United States. With a focus on providing personalized financial solutions, Evergreen Financial Partners is dedicated to helping individuals and businesses achieve their financial goals. The experienced team of professionals at Evergreen Financial Partners offers a wide range of services including investment planning, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or secure your financial future, Evergreen Financial Partners is committed to providing expert guidance and support every step of the way.

Harvest Group Financial Services is a leading finance institution located at 1707 Langhorne Newtown Road in Langhorne, Pennsylvania, United States. With a strong reputation for providing top-notch financial services, Harvest Group offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Harvest Group Financial Services has the expertise and resources to meet your needs. Trustworthy, reliable, and dedicated to client satisfaction, Harvest Group is committed to helping you secure your financial future.

Miguel Rico Fiel: Primerica - Financial Services is a reputable finance and insurance agency located at 203 Corporate Drive East in Langhorne, Pennsylvania. With a commitment to providing top-notch financial solutions and insurance products, our institution is dedicated to helping individuals and families achieve their financial goals and secure their future. Our team of experienced professionals is ready to assist clients with personalized financial planning, investment strategies, retirement planning, and insurance coverage. Trust Miguel Rico Fiel: Primerica - Financial Services to provide you with the guidance and support you need to build a strong financial foundation.

Clare M. Shaw CPA is a reputable accounting and finance institution located at 202 Corporate Drive East in Langhorne, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and auditing. Clients can trust Clare M. Shaw CPA for accurate and reliable financial guidance to help them achieve their goals.

O'Hara Ward & Associates is a reputable accounting and finance institution located at 1036 Mill Creek Drive in Langhorne, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their commitment to excellence and personalized approach sets them apart from other firms in the industry. Whether you are an individual looking for tax assistance or a business seeking financial guidance, O'Hara Ward & Associates is dedicated to helping you achieve your financial goals.

Cruz Bookkeeping Service Inc is a reputable accounting and finance institution located at 174 Middletown Boulevard in Langhorne, Pennsylvania, United States. With a team of experienced professionals, they provide top-notch bookkeeping services to individuals and businesses alike. Whether you need help with tax preparation, payroll services, or financial planning, Cruz Bookkeeping Service Inc is dedicated to helping you achieve your financial goals. Contact them today to learn more about how they can assist you with your accounting needs.

Dickstein Tax Service is a reputable finance institution located at 668 Woodbourne Road in Langhorne, Pennsylvania, United States. With years of experience in the industry, they specialize in providing top-notch tax services to individuals and businesses alike. Their team of experts is dedicated to helping clients navigate the complex world of taxes and maximize their financial benefits. Whether you need assistance with tax preparation, planning, or IRS representation, Dickstein Tax Service is here to help. Trustworthy, knowledgeable, and efficient, they are committed to delivering exceptional service to meet all your financial needs.

Your Senior Savior, LLC is an insurance agency located at 1703 Langhorne Newtown Road in Langhorne, Pennsylvania, United States. We specialize in providing personalized insurance solutions for senior citizens, ensuring they have the coverage they need to protect themselves and their assets. Our experienced team is dedicated to helping seniors navigate the complex world of insurance, offering expert advice and guidance every step of the way. Trust Your Senior Savior, LLC to be your partner in securing your financial future.

Welcome to Truist, your trusted partner in banking and financial services located at 94 North Flowers Mill Road, Langhorne, Pennsylvania. As a leading financial institution, we are committed to providing a comprehensive range of services tailored to meet your unique needs. At Truist, you can explore a variety of financial products, from pre-qualifying for a Truist credit card to finding the perfect loan for your goals. Our offerings include banking products and services such as loans and deposit accounts through Truist Bank, a proud Member FDIC. For those interested in trust and investment management, Truist Bank and Truist Delaware Trust Company are here to assist. We also provide securities, brokerage accounts, and insurance services, including annuities, through Truist Investment Services, Inc., a registered broker-dealer and licensed insurance agency.

Welcome to Kathleen Layton Real Estate Agency, your trusted partner in navigating the dynamic real estate market of Bucks County. Located at 677 South State Street, Newtown, Pennsylvania, we specialize in providing personalized and expert real estate services to both buyers and sellers. With over 25 years of experience, Kathleen Layton is a seasoned professional, licensed since 1995, and a multi-million dollar producer. Recognized as a 5 Star agent by Philadelphia Magazine and a proud member of the Chairman's & President's Circle, Kathleen's reputation is built on referrals and satisfied clients. Our agency is dedicated to serving the communities of Newtown Borough and Township, Langhorne, and the Newtown Gate development, with a focus on the Council Rock, Pennsbury, Neshaminy, and Central Bucks School districts. We are proud to support our veterans and offer exclusive buyer representation as well as comprehensive seller agency services, complete with custom marketing plans to ensure your home gets sold.

Welcome to Hecker Thomas R, your trusted legal partner located in the heart of Langhorne, Pennsylvania. With an office conveniently situated at 680 Middletown Boulevard, we are dedicated to providing exceptional legal services to our community and beyond. As a seasoned lawyer, Thomas R. Hecker specializes in offering comprehensive legal solutions tailored to meet the unique needs of each client. Whether you're seeking advice on personal, business, or family legal matters, our commitment is to guide you with expertise, integrity, and compassion. At Hecker Thomas R, we prioritize clear communication and a personalized approach, ensuring that you are informed and confident every step of the way. Contact us today to schedule a consultation and discover how we can assist you with your legal needs.

Welcome to the Law Office of James A. Downey III, your trusted legal partner located at 680 Middletown Boulevard, Langhorne, Pennsylvania. With a steadfast commitment to excellence, James A. Downey III offers comprehensive legal services tailored to meet the unique needs of each client. Specializing in a wide range of legal areas, our practice is dedicated to providing personalized, effective, and timely solutions for all your legal concerns. At the Law Office of James A. Downey III, we understand the complexities of the legal system and the importance of having a knowledgeable advocate by your side. Whether you are dealing with family law matters, personal injury claims, or estate planning, our experienced team is here to guide you through every step of the process with professionalism and care.