TOP 30 Estate planning advisor in Clarks Summit, Pennsylvania

10 results found

Ellen Burkey is a Financial Advisor at Ameriprise Financial Services, LLC located at 604 South State Street, Clarks Summit, Pennsylvania, United States. Ellen 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®. Ellen provides comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With expertise in asset management, estate planning, investment strategies, risk management, and more, Ellen is dedicated to helping clients achieve their financial goals. Contact Ellen Burkey today for personalized financial advice tailored to your unique needs and objectives.

Jennifer Williamson is a Financial Advisor at Ameriprise Financial Services, LLC, located at 421 South State Street, Clarks Summit, Pennsylvania, United States. The institution specializes in finance and is now accepting clients with a minimum of $500k in liquid financial assets. Background and qualification information can be found on FINRA's BrokerCheck website. At Ameriprise Financial Services, LLC, clients can receive guidance on estate planning, passing wealth to the next generation, and navigating potential tax implications. The institution works alongside attorneys and CPAs to help clients preserve their wealth and distribute assets among loved ones. The goal is to provide clarity and peace of mind when planning for the future.

Thaddeus Kenny is a Financial Advisor at Ameriprise Financial Services, LLC located at 421 South State Street, Clarks Summit, Pennsylvania, United States. Thaddeus Kenny 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®, 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®. Thaddeus Kenny specializes in providing comprehensive financial planning services to individuals and small business owners, with a focus on asset management, retirement planning, estate planning, insurance products, and investment opportunities. Thaddeus Kenny is dedicated to upholding the highest ethical standards and providing expert guidance to clients in achieving their financial goals.

Welcome to Ellen Burkey - Financial Advisor, part of Ameriprise Financial Services, LLC, located at 616 Main Street in Honesdale, Pennsylvania. Our mission is to provide personalized financial guidance tailored to meet the unique needs of each client. With an impressive array of certifications and designations, Ellen Burkey is equipped to assist clients in navigating the complexities of financial planning. Ellen holds several prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠. These credentials signify her commitment to ethical practices and her expertise in areas such as asset management, estate planning, retirement strategies, and investment opportunities for individuals and small business owners. Ellen's diverse qualifications also extend to areas like behavioral finance, philanthropy, annuities, and the financial nuances of divorce and estate planning.

Abington Financial Group is a leading finance institution located at 200 Abington Executive Park in Clarks Summit, Pennsylvania. With a commitment to providing top-notch financial services, Abington Financial Group offers a wide range of services including investment management, financial planning, retirement planning, and wealth management. Our team of experienced professionals are dedicated to helping our clients achieve their financial goals and secure their financial future. Contact Abington Financial Group today to learn more about how we can help you navigate the complex world of finance.

Peters Law Firm is a reputable legal institution located at 604 North State Street in Clarks Summit, Pennsylvania, United States. Specializing in various areas of law, the firm is dedicated to providing top-notch legal representation and guidance to clients in need. With a team of experienced and knowledgeable lawyers, Peters Law Firm is committed to delivering personalized solutions and achieving the best possible outcomes for their clients. Whether you are facing a legal dispute, need assistance with estate planning, or require representation in a criminal case, Peters Law Firm is here to help. Contact them today to schedule a consultation and discuss your legal needs.

Lynn S. Evans is a finance institution located at 3 Abington Executive Park in Clarks Summit, Pennsylvania, United States. Specializing in financial planning and wealth management, Lynn S. Evans offers personalized services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, the institution strives to empower individuals to make informed decisions about their money. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Lynn S. Evans can provide the expertise and support you need to secure your financial future.

Stockdale Financial Group is a reputable finance institution located at 214 Front Street in Clarks Summit, Pennsylvania, United States. With a team of experienced financial advisors, Stockdale Financial Group offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, insurance, or estate planning, Stockdale Financial Group is dedicated to providing personalized solutions tailored to your specific needs. Trust Stockdale Financial Group to help you navigate the complexities of the financial world and secure a stable financial future.

Joseph Esposito - Raymond James is a finance institution located at 200 Abington Executive Park in Clarks Summit, Pennsylvania, United States. Specializing in financial services, the team at Joseph Esposito - Raymond James is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert advice. With a focus on building long-term relationships and providing top-notch customer service, this institution is a trusted partner for individuals and businesses looking to secure their financial future.

Peter Barrasse - Prudential Financial is a reputable finance and insurance agency located at 3 Abington Executive Park in Clarks Summit, Pennsylvania, United States. With a strong focus on providing top-notch financial services and insurance products, this institution is dedicated to helping individuals and businesses secure their financial futures. Whether you are looking for retirement planning, investment advice, or insurance coverage, the experienced professionals at Peter Barrasse - Prudential Financial are here to assist you every step of the way. Trustworthy, reliable, and committed to excellence, this institution is a trusted partner for all your financial and insurance needs.