TOP 10 Estate planning consultation in Monroeville, Pennsylvania
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The Estate Planning Centers at Coulter & May, PC
● ClosedThe Estate Planning Centers at Coulter & May, PC is a renowned institution specializing in providing expert legal services in estate planning. Located at 3824 Northern Pike in Monroeville, Pennsylvania, this institution is dedicated to helping individuals and families protect their assets and ensure their wishes are carried out effectively. With a team of experienced lawyers, The Estate Planning Centers at Coulter & May, PC offers personalized solutions tailored to each client's unique needs and goals. Whether you are looking to create a will, establish a trust, or navigate the complexities of probate, this institution is committed to guiding you through the process with professionalism and care. Trustworthy and reliable, The Estate Planning Centers at Coulter & May, PC is your partner in securing your legacy for future generations.
One Monroeville Center, 3824 Northern Pike, Monroeville, PA 15146, United States -
Melvin P Gold LLC Attorney At Law
● ClosedMelvin P. Gold LLC Attorney At Law is a reputable law firm located at 2520 Mosside Boulevard in Monroeville, Pennsylvania. Specializing in various legal services, Melvin P. Gold offers expert advice and representation for a wide range of legal matters. With years of experience and a strong track record of success, clients can trust in the professionalism and dedication of the attorneys at this esteemed institution. Whether you are facing a personal injury case, need assistance with estate planning, or require legal guidance in a business matter, Melvin P. Gold LLC Attorney At Law is committed to providing top-notch legal services tailored to meet your individual needs. Contact them today to schedule a consultation and take the first step towards resolving your legal issues.
2520 Mosside Blvd, Monroeville, PA 15146, United States -
Law Office of David J. Eckle
● ClosedThe Law Office of David J. Eckle is a trusted legal institution located at 244 Center Road in Monroeville, Pennsylvania. Specializing in various areas of law, including personal injury, criminal defense, and family law, attorney David J. Eckle provides expert legal representation and guidance to clients in need. With a strong commitment to justice and client satisfaction, the Law Office of David J. Eckle is dedicated to achieving the best possible outcome for each case. Contact them today for professional and personalized legal assistance.
244 Center Rd #202, Monroeville, PA 15146, United States -
James John Lomeo
● ClosedJames John Lomeo is a reputable law firm located at 4232 Northern Pike in Monroeville, Pennsylvania, United States. Specializing in various areas of law, the institution provides expert legal services to clients in need of assistance with their legal matters. With a team of experienced and dedicated lawyers, James John Lomeo is committed to providing personalized and professional representation to each and every client. Whether you are facing a criminal charge, dealing with a family law issue, or in need of estate planning services, the lawyers at James John Lomeo are here to help. Contact them today to schedule a consultation and discuss your legal needs.
Commerce building, 4232 Northern Pike #101, Monroeville, PA 15146, United States -
Sebring & Associates, Attorneys at Law
● ClosedSebring & Associates, Attorneys at Law is a reputable insurance agency and law firm located at 339 Old Haymaker Road in Monroeville, Pennsylvania. With a team of experienced attorneys specializing in various legal areas, including insurance law, personal injury, and estate planning, we are dedicated to providing top-notch legal services to our clients. Whether you are in need of legal representation for a personal injury case or assistance with insurance claims, our skilled team is here to help. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
339 Old Haymaker Rd #1101, Monroeville, PA 15146, United States -
Burkett Law Offices LLC
● OpenBurkett Law Offices LLC is a family-owned law firm located at 117 Fox Plan Road in Monroeville, Pennsylvania, United States. Founded by sisters and attorneys Elizabeth A. Burkett and Susan A. Burkett, the firm specializes in estate planning for adults of all ages and non-litigation estate administration. With a focus on love, hospitality, good communication, and respect, the Burkett sisters are dedicated to helping individuals and families with their legal needs. Voted Best of the Best in the Community Choice Awards for both 2022 and 2023, Burkett Law Offices LLC is a trusted and respected legal resource in the Pittsburgh area. Whether you need a will prepared or an estate settled, the Burkett sisters are here to assist you. Contact Burkett Law Offices LLC for personalized and compassionate legal services.
117 Fox Plan Rd # 101, Monroeville, PA 15146, United States -
Santori & Peters, Inc. - Canonsburg
● ClosedSantori & Peters, Inc. in Canonsburg, Pennsylvania is a finance institution dedicated to helping successful business owners create lasting legacies for generations to come. Located at 380 Southpointe Boulevard, our team is committed to assisting business owners in clarifying their long-term goals beyond financial success. As a fee-based wealth management firm, we do not accept commissions from external sources, ensuring that our advice is always in the best interest of our clients. Contact us today to schedule a consultation with one of our representatives at our Monroeville location as well.
Southpointe, Building Plaza 11, 380 Southpointe Blvd Suite 130, Canonsburg, PA 15317, United States -
Marion Wealth Management
● ClosedMarion Wealth Management is a leading finance institution located at 2790 Mosside Boulevard in Monroeville, Pennsylvania, United States. Specializing in wealth management services, Marion Wealth Management offers tailored financial solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Marion Wealth Management is dedicated to providing clients with expert advice and guidance to secure their financial future. Contact us today to learn more about how Marion Wealth Management can help you reach your financial objectives.
2790 Mosside Blvd #640, Monroeville, PA 15146, United States -
Michael William Figurelli - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenMichael William Figurelli is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 4055 Monroeville Boulevard in Monroeville, Pennsylvania, United States. Michael 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®, 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 Michael's expertise in wealth management, retirement planning, estate planning, investment management, and financial planning. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Michael can provide personalized financial advice tailored to your needs. Contact Michael William Figurelli today for comprehensive wealth management services.
4055 Monroeville Blvd # 430, Monroeville, PA 15146, United States -
Heather Reed - Financial Advisor, Ameriprise Financial Services, LLC
● OpenHeather Reed is a financial advisor at Ameriprise Financial Services, LLC located at 2790 Mosside Boulevard in Monroeville, Pennsylvania, United States. Heather 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 Heather's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Heather Reed can provide personalized financial advice tailored to your specific needs.
2790 Mosside Blvd Ste 620, Monroeville, PA 15146, United States -
Ralph G Powell III - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenRalph G Powell III - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4055 Monroeville Boulevard, Monroeville, Pennsylvania, United States. The institution offers a range of certifications and designations, 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®. These certifications cover various aspects of financial planning, wealth management, retirement planning, estate planning, and more. The institution is committed to providing expert advice and guidance to individuals seeking to manage their wealth effectively.
4055 Monroeville Blvd # 430, Monroeville, PA 15146, United States -
Thomas L Bills - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedThomas L Bills - Financial Advisor at Ameriprise Financial Services, LLC is located at 3824 Northern Pike in Monroeville, Pennsylvania, United States. As one of Investor’s Business Daily’s 2022 Most Trusted Wealth Managers, Thomas L Bills offers personalized financial advice to help clients prepare for their future goals. By understanding what is truly important to each individual, whether it be saving for college, planning for retirement, or making smart investments, Thomas L Bills helps clients feel more confident and in control of their financial life. With a focus on both the expected and unexpected aspects of life, Thomas L Bills provides guidance to help clients navigate their financial journey. By staying informed on market trends and economic indicators, Thomas L Bills can help clients make informed decisions about their investments. Residents of states where Thomas L Bills is properly registered can benefit from his expertise. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing clients with peace of mind and security. Contact Thomas L Bills today to discuss your financial goals and start planning for a brighter tomorrow.
One Monroeville Ctr, 3824 Northern Pike Ste 850, Monroeville, PA 15146, United States -
Richard Kappel - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRichard Kappel, a Financial Advisor at Ameriprise Financial Services, LLC, located at 3824 Northern Pike in Monroeville, Pennsylvania, offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement planning, education funding, major purchases, and more, Richard documents goals, conducts regular reviews, and adjusts strategies as life changes. Clients can access their accounts and track progress online securely. As the winner of Kiplinger Readers’ Choice Awards 2023, Ameriprise provides comprehensive financial services, including insurance solutions to protect assets and loved ones. Schedule a complimentary initial consultation to start planning for a confident financial future. Please note that investment products involve risks and are not FDIC insured. Securities are offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Richard Kappel is registered in certain states - check FINRA's BrokerCheck website for details. Contact Richard for more information or to refer friends and family for financial guidance.
One Monroeville Ctr, 3824 Northern Pike Ste 850, Monroeville, PA 15146, United States -
Robert A Caldwell - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRobert A Caldwell is a financial advisor at Ameriprise Financial Services, LLC located at 4055 Monroeville Boulevard in Monroeville, Pennsylvania, United States. Robert holds various certifications including AAMS™ (Accredited Asset Management Specialist), ADPA™ (Accredited Domestic Partnership Advisor), AEP® (Accredited Estate Planner), AIF® (Accredited Investment Fiduciary), APMA™ (Accredited Portfolio Management Advisor), AWMA℠ (Accredited Wealth Management Advisor), and more. These certifications demonstrate his expertise in areas such as asset management, retirement planning, estate planning, and investment strategies. Robert is dedicated to providing comprehensive financial advice and services to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for guidance on investments, insurance products, or estate planning, Robert A Caldwell can help you navigate the complex world of finance with confidence and clarity.
4055 Monroeville Blvd # 430, Monroeville, PA 15146, United States -
Matthew Orman - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedMatthew Orman is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2790 Mosside Boulevard in Monroeville, Pennsylvania, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, investment strategies, retirement planning, estate planning, and insurance products. With a focus on providing personalized financial advice, Matthew Orman is committed to helping individuals navigate the complexities of wealth management and achieve their financial goals. Additionally, he offers specialized services for domestic partnerships, estate planning, investment fiduciary practices, portfolio management, and philanthropy. Whether you are a retiree, small business owner, high net worth client, or someone planning for retirement, Matthew Orman has the knowledge and experience to guide you towards a secure financial future.
2790 Mosside Blvd Ste 620, Monroeville, PA 15146, United States -
Matthew Eisenhuth - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedMatthew Eisenhuth - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 2790 Mosside Boulevard in Monroeville, Pennsylvania, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, and major purchases, we provide investment recommendations and portfolio analysis to help you achieve your financial objectives. Regular meetings and progress tracking ensure that your financial plan evolves with your changing needs. Access your accounts and track your progress securely from any device. Schedule a complimentary initial consultation to learn more about how we can help you secure a confident financial future. Explore important retirement income issues with our Retirement InteractiveSM tool. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Matthew Eisenhuth is registered in select states - refer to FINRA's BrokerCheck website for details. Join us to discuss your financial priorities and start your journey towards financial success.
2790 Mosside Blvd Ste 620, Monroeville, PA 15146, United States -
Darren Smith - Ameriprise Financial Services, LLC
● OpenDarren Smith - Ameriprise Financial Services, LLC is a finance institution located at 2790 Mosside Boulevard, Monroeville, Pennsylvania, United States. The institution offers services backed by the Ameriprise Investment Research Group, providing guidance on market conditions and investments. Darren Smith is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. The institution offers initial consultations on financial planning concepts, with no written analysis or recommendations provided. Ameriprise Financial cannot guarantee future financial results. Clients agree to the terms of the Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC. Referrals are welcomed to help friends and family achieve their financial goals. Privacy and security measures are in place, including an Online Security Guarantee and protection against email fraud.
2790 Mosside Blvd Ste 620, Monroeville, PA 15146, United States -
Joseph Figurelli - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJoseph Figurelli - Financial Advisor, Ameriprise Financial Services, LLC, located at 4055 Monroeville Boulevard in Monroeville, Pennsylvania, offers a wide range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Joseph Figurelli is dedicated to providing comprehensive financial planning to individuals and businesses. From asset management to retirement planning, estate planning to investment strategies, insurance products to portfolio management, Joseph Figurelli is equipped to guide clients through complex financial decisions. With a focus on ethics and continued education, Joseph Figurelli ensures that clients receive the highest level of service and expertise in all areas of financial planning. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Joseph Figurelli and his team are committed to helping you achieve your financial goals.
4055 Monroeville Blvd # 430, Monroeville, PA 15146, United States -
Michael Anthony Carretta - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedMichael Anthony Carretta is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2790 Mosside Boulevard, Monroeville, Pennsylvania, United States. Michael 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®. With expertise in asset management, retirement planning, estate planning, and investment strategies, Michael provides comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you need assistance with wealth transfers, federal taxation, or managing complex financial situations, Michael Anthony Carretta is dedicated to helping you achieve your financial goals.
2790 Mosside Blvd Ste 620, Monroeville, PA 15146, United States -
Anthony Figurelli - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAnthony Figurelli is a Financial Advisor at Ameriprise Financial Services, LLC located at 4055 Monroeville Boulevard in Monroeville, Pennsylvania, United States. He 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®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, insurance products, and more. Anthony is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.
4055 Monroeville Blvd # 430, Monroeville, PA 15146, United States -
Ralph G Powell III - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenRalph G Powell III is a distinguished Private Wealth Advisor affiliated with Ameriprise Financial Services, LLC, located in Monroeville, PA. With a comprehensive suite of certifications and designations, Ralph G Powell III offers expert financial advisory services tailored to meet the diverse needs of clients, ranging from individuals and families to retirees and small business owners.
4055 Monroeville Blvd # 430, Monroeville, PA 15146, United States
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