Estate planning attorney reviews in Pennsylvania
133 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- Germany
-
Chief Counsel Office
● OpenThe Chief Counsel Office is an integral part of the local government infrastructure in Pittsburgh, Pennsylvania. This office provides legal guidance and representation to various governmental departments and agencies within the jurisdiction. The Chief Counsel Office is staffed by highly experienced legal professionals who specialize in different areas of law, ensuring comprehensive legal support for the administration's operations and initiatives. Leadership:
301 Fifth Avenue, Pittsburgh, Pennsylvania 15222, United States -
Walter Sell - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenWalter Sell - Associate Financial Advisor, Ameriprise Financial Services, LLC Located at 1195 Washington Pike #330, Bridgeville, PA 15017, Walter Sell is an Associate Financial Advisor with Ameriprise Financial Services, LLC. Specializing in personalized financial planning and advisory services, Walter is dedicated to helping clients achieve their financial goals through a comprehensive, client-focused approach.
1195 Washington Pike #330, Bridgeville, PA 15017, United States -
Greg Keil - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAt Greg Keil - Financial Advisor, Ameriprise Financial Services, LLC, we are dedicated to helping you achieve your financial goals with a tailored approach that aligns with your unique needs. Located conveniently in Edinboro, PA, our office is your local gateway to a comprehensive range of financial planning and advisory services.
220 W Plum St Ste 325, Edinboro, PA 16412, United States -
Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenVictoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC Located at 313 N Market St, New Wilmington, PA 16142, Victoria Whelan serves as an Associate Financial Advisor at Ameriprise Financial Services, LLC. Specializing in a wide range of financial services, Victoria is dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies.
313 N Market St, New Wilmington, PA 16142, United States -
Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedVictoria Whelan is an esteemed Associate Financial Advisor affiliated with Ameriprise Financial Services, LLC. Located in the heart of New Wilmington, PA, Victoria offers a comprehensive suite of financial advisory services designed to address the unique needs of individuals and small business owners. Her expertise spans a wide range of financial planning and investment strategies, backed by several prestigious certifications and designations.Certifications and Expertise:1. Accredited Asset Management Specialist℠ (AAMS™): - Victoria adheres to a strict code of ethics and has successfully completed coursework focused on applying investment concepts to real-world scenarios, including asset allocation, estate planning, and insurance products.2. Accredited Domestic Partnership Advisor™ (ADPA™): - Specializes in wealth transfers, federal taxation, retirement planning, and end-of-life financial needs for domestic partners. Victoria has passed a rigorous examination that evaluates her ability to synthesize complex financial concepts.3. Accredited Estate Planner® (AEP®):
3438 PA-208 Ste 2, New Wilmington, PA 16142, United States -
Zihmer Law Firm
● ClosedZihmer Law Firm proudly stands as the leading authority in estate planning, probate, and elder law in Pittsburgh. Our mission is to help families secure their future through comprehensive trusts, wills, and powers of attorney, ensuring peace of mind and a clear plan for loved ones when you are no longer around.Our Services:- Estate Planning: We specialize in creating personalized estate plans that include trusts, wills, and powers of attorney. Our goal is to protect your family's future and assets. - Probate and Estate Administration: Navigating the complexities of probate and estate administration can be overwhelming. Whether there is a will, trust, or no estate plan at all, our team is here to guide you through every step.
3244 Washington Rd #210, McMurray, PA 15317, United States -
Merrill Lynch Financial Advisor Andrew "Drew" Morrison
● ClosedAt 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.
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
William J Young - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedWilliam J Young is a seasoned financial advisor associated with Ameriprise Financial Services, LLC, situated in Pleasant Hills, PA. With a comprehensive array of certifications and designations, William J Young offers expert financial guidance tailored to meet the diverse needs of his clients, ranging from individual investors to small business owners. His office, located at 70 Old Clairton Rd, serves as a hub for personalized financial planning and advisory services.Certifications and Expertise:1. AAMS™ (Accredited Asset Management Specialist): - Requires adherence to a code of ethics. - Coursework includes asset allocation, investment strategies, estate planning, and insurance products. - Certification examination covers real-world applications of asset management.2. ADPA™ (Accredited Domestic Partnership Advisor™):
70 Old Clairton Rd, Pleasant Hills, PA 15236, United States -
Merrill Lynch Financial Advisor Michelle Kish
● ClosedAt 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:
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Joseph D Amore - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome 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.
6444 Lower York Road, New Hope, Pennsylvania 18938, United States -
WILLIAM S. VALENTINE
● OpenWelcome 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.
165 Township Line Road, Jenkintown, Pennsylvania 19046, United States -
Elliot Fine
● OpenWelcome to Elliot Fine - Your Trusted Financial Consultant in Jenkintown, Pennsylvania Located at 165 Township Line Road, Jenkintown, PA 19046, Elliot Fine is your premier destination for comprehensive financial consulting and investment strategies. As an Executive Director of Investments and a dedicated Oppenheimer Financial Professional, Elliot Fine is committed to aligning your unique goals, values, and needs with tailored financial planning solutions.
165 Township Line Road, Jenkintown, Pennsylvania 19046, United States -
Lashner Michael A
● ClosedWelcome to the Law Office of Michael A. Lashner, located at 12 Terry Drive, Newtown, Pennsylvania. As a dedicated attorney specializing in Family Law, Estate Planning & Administration, Real Estate, Business, and Personal Injury, I am committed to offering personalized, confidential, and informative legal services. When you choose my services, you work directly with me, ensuring that your case receives the attention it deserves. Estate Planning is a crucial aspect of protecting your assets and loved ones. I can assist you in reviewing your estate plan, and insurance policies, and preparing essential documents such as Wills, Living Wills, Powers of Attorney, and Trusts. Let’s make sure your wishes are honored and that your family is safeguarded against uncertainties.
12 Terry Drive, Newtown, Pennsylvania 18940, United States
- Financial consultant near me
- Financial planning services
- Financial advisor
- Solicitor services near me
- Estate planning advisor
- Financial consulting
- Financial advisor for retirees
- Investment advisor near me
- Retirement planning advisor
- Estate planning attorney reviews in Allentown
- Estate planning attorney reviews in Beaver
- Estate planning attorney reviews in Beaver Falls
- Estate planning attorney reviews in Bridgeville
- Estate planning attorney reviews in Brookville
- Estate planning attorney reviews in Canonsburg
- Estate planning attorney reviews in Carnegie
- Estate planning attorney reviews in Carnot-Moon
- Estate planning attorney reviews in Chambersburg
- Estate planning attorney reviews in Charleroi
- Estate planning attorney reviews in Conneaut Lake
- Estate planning attorney reviews in Conshohocken
- Estate planning attorney reviews in Cranberry Township
- Estate planning attorney reviews in Doylestown
- Estate planning attorney reviews in Drexel Hill
- Estate planning attorney reviews in Edinboro
- Estate planning attorney reviews in Emmaus
- Estate planning attorney reviews in Erie
- Estate planning attorney reviews in Exton
- Estate planning attorney reviews in Fairless Hills
- Estate planning attorney reviews in Gettysburg
- Estate planning attorney reviews in Greencastle
- Estate planning attorney reviews in Greensburg
- Estate planning attorney reviews in Greenville
- Estate planning attorney reviews in Grove City
- Estate planning attorney reviews in Hanover
- Estate planning attorney reviews in Hazleton
- Estate planning attorney reviews in Hermitage
- Estate planning attorney reviews in Honesdale
- Estate planning attorney reviews in Indiana
- Estate planning attorney reviews in Jenkintown
- Estate planning attorney reviews in Johnstown
- Estate planning attorney reviews in Kennett Square
- Estate planning attorney reviews in Kingston
- Estate planning attorney reviews in Kittanning
- Estate planning attorney reviews in Langhorne
- Estate planning attorney reviews in Lansdale
- Estate planning attorney reviews in Latrobe
- Estate planning attorney reviews in McDonald
- Estate planning attorney reviews in McMurray
- Estate planning attorney reviews in Media
- Estate planning attorney reviews in Milford
- Estate planning attorney reviews in Montrose
- Estate planning attorney reviews in Mount Lebanon
- Estate planning attorney reviews in Narberth
- Estate planning attorney reviews in New Castle
- Estate planning attorney reviews in New Hope
- Estate planning attorney reviews in New Wilmington
- Estate planning attorney reviews in Newtown
- Estate planning attorney reviews in Newtown Square
- Estate planning attorney reviews in North East
- Estate planning attorney reviews in Philadelphia
- Estate planning attorney reviews in Pittsburgh
- Estate planning attorney reviews in Plymouth Meeting
- Estate planning attorney reviews in Reading
- Estate planning attorney reviews in Seneca
- Estate planning attorney reviews in Sharon
- Estate planning attorney reviews in Somerset
- Estate planning attorney reviews in Stroudsburg
- Estate planning attorney reviews in Warren
- Estate planning attorney reviews in Washington
- Estate planning attorney reviews in Wayne
- Estate planning attorney reviews in West Chester
List of local businesses, places and services in Pennsylvania
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos