The 30 Best Estate planning services in New Hope, Pennsylvania

Encompass Wealth & Legacy Planning is a leading financial institution located at 6220 Lower York Road in New Hope, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing comprehensive financial planning and wealth management services to help our clients achieve their financial goals and secure their legacy for future generations. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Encompass Wealth & Legacy Planning is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

Scott Utterback is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road in New Hope, Pennsylvania, United States. Scott 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, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Scott specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, estate planning, retirement planning, and investment strategies, Scott is dedicated to helping clients achieve their financial goals with integrity and professionalism.

Frank Policare is a financial advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road in New Hope, Pennsylvania, United States. Frank Policare 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Frank Policare's expertise in asset management, retirement planning, estate planning, insurance products, investment strategies, and financial planning for various client needs. Frank Policare is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a commitment to ethics and ongoing education, Frank Policare ensures that clients receive the highest level of service and expertise in their financial planning journey.

Gerald Barlow is a Financial Advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Gerald Barlow 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, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Gerald Barlow specializes in providing expert financial advice and planning services for individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and professional expertise, Gerald Barlow is dedicated to helping clients achieve their financial goals and secure their financial future.

Lisa Policare is a Financial Advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road in New Hope, Pennsylvania, United States. Lisa holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, investment strategies, retirement planning, and other financial services. Lisa is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Lisa is committed to helping her clients achieve their financial goals.

Christopher John Kelly is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Christopher 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®, 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 management, and more. With a focus on providing comprehensive financial planning services, Christopher John Kelly is dedicated to helping individuals and families achieve their financial goals.

Pat Trauger is a financial advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Pat Trauger 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®. Pat Trauger offers comprehensive financial planning services for individuals and businesses, focusing on asset management, retirement planning, estate planning, insurance products, investment strategies, and more. With a commitment to ethical practices and ongoing education, Pat Trauger is dedicated to helping clients achieve their financial goals.

Penn Wealth Planning LLC, located at 6444 Lower York Road in New Hope, Pennsylvania, is a finance institution that has been recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024. They offer personalized financial advice to help clients build their portfolios and confidence for the long term. The team at Penn Wealth Planning is dedicated to assisting clients in achieving their financial goals and prioritizes their long-term financial well-being. The institution offers complimentary initial consultations to discuss financial goals and provides information on important components of Social Security benefits. They also host events such as their annual FREE Shred Day, where clients can securely dispose of sensitive documents while enjoying light snacks and catching up with the team.

Mackenzie Roedel is a Financial Advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Mackenzie 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®. These certifications cover a wide range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Mackenzie is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With expertise in various areas of financial planning, Mackenzie is committed to helping clients achieve their financial goals and secure their financial future.

Penn Wealth Planning - Ameriprise Financial Services, LLC is a finance institution located at 6444 Lower York Road in New Hope, Pennsylvania, United States. Recognized as one of the Forbes Best-in-State Wealth Management Teams in 2024, we offer personalized financial advice to help build our clients' portfolios and confidence for the long term. Our team is committed to helping clients achieve their financial goals and navigate the uncertainties of the market. We invite you to schedule a complimentary initial consultation to discuss your financial objectives and learn more about our services. In addition to financial planning, we also host events such as our annual FREE Shred Day to help protect your privacy and provide a convenient service for the community. During these events, we offer drive-up shredding services and light snacks for you to enjoy while catching up with our team.

Pittsburgh Real Estate Agent Kristen Dorr, MBA Located at 100 Siena Drive, Upper Saint Clair, Pennsylvania 15241, Pittsburgh Real Estate Agent Kristen Dorr, MBA, is a distinguished real estate agency dedicated to providing unparalleled service to home buyers and sellers in the Pittsburgh area. Kristen Dorr is not only an exceptional realtor but also a remarkable individual who brings a unique blend of professionalism, empathy, and dedication to each client interaction.

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.

Welcome to Real Estate By Adriana, your trusted partner in navigating the vibrant real estate market of New Hope, Pennsylvania. Nestled at 415 York Road, our office is proud to be a part of the esteemed Keller Williams Real Estate family, known for its commitment to excellence and customer satisfaction. At Real Estate By Adriana, we understand that buying or selling a home is more than just a transaction; it’s a life-changing experience. That’s why our team is dedicated to providing exceptional, personalized service for all of our clients. With a deep knowledge of the local market and a passion for helping people find their dream homes, Adriana and her team are ready to guide you through every step of your real estate journey.

Ayllon-Ramirez Law Firm, located at 312 West State Street in Kennett Square, Pennsylvania, is a trusted institution specializing in family-based immigration cases, consular processing, non-immigrant visas, and naturalization. Lead by Attorney Nancy Ayllon-Ramirez, who has over ten years of experience in the field, the firm is dedicated to guiding individuals and families through the complexities of the immigration system. Attorney Ayllon-Ramirez, a graduate of Widener University Delaware Law School, has a personal connection to the immigration process, having immigrated to the United States at a young age. Her passion for helping others navigate the legal system stems from her own family's journey to gain residency in the US.

RE/MAX Best is a reputable real estate agency located in Lake Ariel, Pennsylvania. Our dedicated team of experienced agents is committed to providing top-notch service to help clients buy or sell their homes. With a prime location on Hamlin Highway, we are well-positioned to assist with all of your real estate needs in the area. Whether you are looking for your dream home or hoping to sell your property quickly and efficiently, RE/MAX Best is here to help every step of the way. Trust us to be your go-to real estate agency in Lake Ariel, Pennsylvania.

Risoldi Law Offices, LLC is a reputable legal institution located at Market Place in New Hope, Pennsylvania, United States. Our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. We specialize in various areas of law including personal injury, family law, estate planning, and business law. With a commitment to excellence and a passion for helping our clients achieve their legal goals, Risoldi Law Offices, LLC is the ideal choice for all your legal needs. Contact us today to schedule a consultation and see how we can assist you with your legal matters.

Begley, Carlin & Mandio, LLP is a prestigious law firm located at 123 West Bridge Street in the charming town of New Hope, Pennsylvania. With a team of experienced and dedicated lawyers, they provide top-notch legal services to their clients. Specializing in various areas of law, including personal injury, criminal defense, family law, and estate planning, they are committed to helping individuals navigate the legal system with expertise and compassion. Whether you are in need of legal representation or guidance, Begley, Carlin & Mandio, LLP is here to assist you every step of the way.

The First National Bank & Trust Company, located at 408 Lower York Road in New Hope, Pennsylvania, is a full-service institution offering ATM, banking, and financial services. The online banking portal has recently been redesigned for a better user experience. The Solebury branch provides personal and business banking and loan services to individuals and companies in the surrounding areas. Established in 1999, the branch is handicap accessible with drive-up banking and ATM services available. With Saturday morning hours, The First is dedicated to providing exceptional customer service to the community. As Bucks County's oldest independent community bank, The First prides itself on customer loyalty and reinvesting profits back into the local community. Branch Managers Jean Heath and Brad Kuder are available to assist with any banking needs. Visit The First National Bank & Trust Company to experience personalized banking solutions and quick decision-making from a team of experts. Please note that links on the website may redirect you to other sites, and The First is not responsible for their content. Thank you for visiting The First National Bank & Trust Company's website.

Rockwood Wealth Management is a reputable finance institution located at 6464 Lower York Road in the charming town of New Hope, Pennsylvania, United States. With a team of experienced financial advisors, Rockwood Wealth Management offers personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Rockwood Wealth Management is dedicated to providing expert guidance and tailored solutions. Trustworthy, reliable, and committed to excellence, Rockwood Wealth Management is the go-to institution for all your financial needs.

The Center for Financial Strategies, located at 21 Hillside Lane in New Hope, Pennsylvania, is a leading institution specializing in accounting, finance, and insurance services. With a team of experienced professionals, we provide comprehensive financial strategies tailored to meet the unique needs of our clients. Whether you are looking for assistance with tax planning, investment management, retirement planning, or insurance coverage, our experts are here to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Wealth Protection Strategies is a leading financial institution located at 290 Union Square Drive in New Hope, Pennsylvania, United States. Specializing in finance, our team of experts is dedicated to helping clients safeguard and grow their assets through personalized wealth protection strategies. Whether you are looking to plan for retirement, protect your investments, or secure your financial future, our experienced professionals are here to provide you with the guidance and support you need. Contact us today to learn more about how we can help you achieve your financial goals.

Parsons Capital Management LLC is a finance institution located at 1 South Sugan Road in New Hope, Pennsylvania, United States. With a focus on providing personalized financial solutions, Parsons Capital Management LLC offers a range of services including investment management, financial planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial futures. Trust Parsons Capital Management LLC to provide expert guidance and tailored strategies to help you navigate the complexities of the financial world.

Wealth Protection Strategies is a finance institution located at 290 Union Square Drive in New Hope, Pennsylvania, United States. Our team of experienced financial advisors are dedicated to helping individuals and families protect and grow their wealth through personalized strategies tailored to their unique financial goals. Whether you are planning for retirement, saving for your children's education, or looking to secure your financial future, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building your wealth protection plan.

Michelle Ford, CFP, CTS is a reputable financial institution located at 29 Bridlewood Drive in New Hope, Pennsylvania, United States. Specializing in comprehensive financial planning and investment strategies, Michelle Ford and her team offer expert advice and guidance to help clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, Michelle Ford, CFP, CTS is dedicated to providing top-notch financial services to individuals and businesses alike. Contact them today to start securing your financial future.

Hartley Advisors Corp. is a reputable finance institution located at 427 Riverview Circle in New Hope, Pennsylvania, United States. With a team of experienced financial advisors, they provide a wide range of services including investment management, financial planning, and retirement planning. Their mission is to help clients achieve their financial goals through personalized and strategic advice. With a commitment to excellence and integrity, Hartley Advisors Corp. is dedicated to providing top-notch financial services to individuals and businesses alike.

MoonDance Investment Advisors, LLC is a renowned finance and legal institution located at 247 North Main Street in the charming town of New Hope, Pennsylvania, United States. With a team of experienced financial and legal experts, MoonDance Investment Advisors, LLC provides top-notch investment advice and legal services to its clients. Whether you are looking to grow your wealth or navigate complex legal matters, MoonDance Investment Advisors, LLC is dedicated to helping you achieve your goals with integrity and expertise.

Augenblick & Company, P.C. is a reputable accounting and finance institution located at 4 Market Place in New Hope, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, financial planning, or auditing, Augenblick & Company, P.C. is dedicated to providing top-notch service and expert advice. Visit them today to see how they can help you achieve your financial goals.

Curren Terrace Apartment Homes is a premier real estate agency located at 1011 New Hope Street in Norristown, Pennsylvania. Our apartment homes offer a combination of modern amenities and convenience in a beautiful suburban setting. With spacious floor plans, updated appliances, and a range of community features including a pool and fitness center, Curren Terrace is the perfect place to call home. Our friendly staff is dedicated to providing exceptional service to our residents, making sure their needs are met and their living experience is top-notch. Come see why Curren Terrace Apartment Homes is the ideal choice for your next home in Norristown.

Minuteman Press is a versatile and comprehensive printing center located at 1185 Freedom Rd, Suite #104, in the heart of Cranberry Township, PA, within Cranberry Gardens Plaza. Since 1988, we have proudly served the local community, including areas like Wexford, Warrendale, Mars, Adams Township, Zelienople, Evans City, Freedom, and Ambridge, offering free delivery to these regions. Our business is dedicated to providing a wide array of printing and marketing services tailored to meet the needs of our clients. We specialize in both digital and offset printing, ensuring that we can handle projects of any size and specification. Whether you need one-color envelopes, full-color brochures, large format blueprints, banners, or signs, we have the capabilities to deliver high-quality results.

Easter Seals Western and Central Pennsylvania is a leading nonprofit organization dedicated to achieving full equity, inclusion, and access for individuals with disabilities. With over 105 years of service, Easter Seals has been a cornerstone in enriching education, enhancing health, expanding employment opportunities, and elevating community support. Our Mission: