TOP 10 Estate planning services in Titusville, Pennsylvania
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BSI Financial Services Inc
BSI Financial Services Inc is a leading finance institution located at 314 South Franklin Street in Titusville, Pennsylvania, United States. With a strong focus on providing top-notch financial services to individuals and businesses, BSI Financial Services Inc offers a wide range of financial solutions including investment management, wealth planning, and retirement planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit BSI Financial Services Inc today to learn more about how they can help you reach your financial objectives.
Jessica Walters - Financial Advisor, Ameriprise Financial Services, LLC
Jessica Walters is a Financial Advisor at Ameriprise Financial Services, LLC located at 125 North Franklin Street, Titusville, Pennsylvania, United States. She 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®. With expertise in asset management, retirement planning, estate planning, insurance products, and investment strategies, Jessica is dedicated to providing comprehensive financial planning services to individuals and small business owners. Contact Jessica Walters today for personalized financial advice and guidance.
Kevin Bannon - Financial Advisor, Ameriprise Financial Services, LLC
Kevin Bannon is a Financial Advisor at Ameriprise Financial Services, LLC located at 125 North Franklin Street in Titusville, Pennsylvania, United States. Kevin 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®. This extensive range of certifications showcases Kevin's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Kevin is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and continuing education, Kevin Bannon is committed to helping clients achieve their financial goals and secure their financial future.
Bannon and Associates - Ameriprise Financial Services, LLC
Bannon and Associates - Ameriprise Financial Services, LLC is a finance institution located at 125 North Franklin Street, Titusville, Pennsylvania, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution works closely with clients to document goals, review progress regularly, and adjust strategies as needed. Clients have access to their investments and accounts from any device, securely tracking progress towards their financial goals. The firm is committed to diversity, inclusion, and creating a better future for all. Ameriprise advisors are supported by the Ameriprise Investment Research Group, providing guidance on market conditions and investment impacts. The institution has received recognition for its commitment to supporting veterans and individuals with disabilities. Ameriprise financial advisors are registered in certain U.S. states and the initial consultation provides an overview of financial planning concepts. The institution cannot guarantee future financial results. For more information, visit their website or FINRA's BrokerCheck website.
Sarah Irwin - Financial Advisor, Ameriprise Financial Services, LLC
Sarah Irwin is a financial advisor at Ameriprise Financial Services, LLC, located at 125 North Franklin Street in Titusville, Pennsylvania, United States. Sarah 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, 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 Sarah's expertise in various areas of financial planning, including asset management, retirement planning, estate planning, investment strategies, and insurance products. Sarah is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals.
David Gordon, ERA - Richmond Real Estate Service - Meadville/Conneaut Lake
Since 1955, David Gordon and ERA Richmond Real Estate Service have been proudly serving all of Northwest Pennsylvania's real estate needs. With a rich history and a deep commitment to the community, we specialize in marketing and selling all types of real estate, including residential, commercial, and rental properties. Our team of friendly, knowledgeable, and ethical Realtors and staff are dedicated to providing exceptional service. We work collaboratively with other brokerages to ensure your property receives maximum exposure, and we go the extra mile to help you find the property you're seeking.
Los Scales Elder Law LLC
Los Scales Elder Law LLC is a reputable law firm specializing in elder law located at 105 West Central Avenue in Titusville, Pennsylvania. Our team of experienced lawyers is dedicated to providing comprehensive legal services tailored to the unique needs of seniors and their families. From estate planning to long-term care planning, we are committed to helping our clients navigate the complex legal issues that come with aging. Contact us today to schedule a consultation and learn how we can assist you in planning for the future.
Felton Robert J
Felton Robert J is a reputable law firm located at 212 West Central Avenue in Titusville, Pennsylvania, United States. Specializing in various legal matters, their team of experienced lawyers provide expert advice and representation to clients in need of legal assistance. With a focus on professionalism and client satisfaction, Felton Robert J is dedicated to achieving the best possible outcomes for their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require legal representation in a criminal matter, Felton Robert J is here to help. Contact them today to schedule a consultation and discuss your legal needs.
Rothschild Tamera Ochs
Rothschild Tamera Ochs is a reputable law firm located at 318 West Spring Street in Titusville, Pennsylvania, United States. Specializing in various areas of law, including but not limited to civil litigation, family law, estate planning, and real estate transactions, the firm is known for its dedication to providing high-quality legal services to clients in the Titusville area. With a team of experienced and knowledgeable lawyers, Rothschild Tamera Ochs is committed to representing the best interests of their clients and achieving positive outcomes in their legal matters. Whether you are in need of legal advice, representation in court, or assistance with legal documents, Rothschild Tamera Ochs is here to help. Contact them today to schedule a consultation and learn more about how they can assist you with your legal needs.
Richard Winkler, Attorney at Law
Richard Winkler, Attorney at Law is a reputable legal institution located at 112 South Washington Street in Titusville, Pennsylvania, United States. Specializing in various areas of law, Richard Winkler provides expert legal representation and guidance to clients in need. With a strong commitment to professionalism and client satisfaction, Richard Winkler, Attorney at Law is dedicated to achieving the best possible outcomes for their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, Richard Winkler is here to help. Contact their office today to schedule a consultation and discuss your legal needs.
Jones Jennifer L
Jones Jennifer L is a reputable law firm located at 314 South Franklin Street in Titusville, Pennsylvania. Specializing in various areas of law, including family law, estate planning, and criminal defense, Jennifer L Jones is a skilled and experienced lawyer dedicated to providing top-notch legal services to her clients. With a commitment to professionalism and personalized attention, clients can trust Jones Jennifer L to handle their legal matters with expertise and care. Contact them today for a consultation.
Law Office of Melissa Bergman
The Law Office of Melissa Bergman is a reputable legal institution located at 110 West Spring Street in Titusville, Pennsylvania, United States. Specializing in finance and legal matters, Melissa Bergman and her team provide expert guidance and representation for a wide range of legal issues. With a focus on professionalism and client satisfaction, this law office is dedicated to helping individuals and businesses navigate the complexities of the legal system with ease. Contact the Law Office of Melissa Bergman for personalized and effective legal solutions.
Reagle, Felton & Smith
Reagle, Felton & Smith is a prestigious institution located at 212 West Central Avenue in Titusville, Pennsylvania, United States. Specializing in providing top-notch legal services, the firm is known for its expertise in a wide range of practice areas including personal injury law, family law, estate planning, and business law. With a team of highly skilled and experienced attorneys, Reagle, Felton & Smith is dedicated to serving the needs of its clients and providing them with the best possible legal representation. Whether you are facing a complex legal issue or simply need guidance on a legal matter, the professionals at Reagle, Felton & Smith are here to help.
Shafer Law Firm
Shafer Law Firm is a reputable legal institution located at 212 West Central Avenue in Titusville, Pennsylvania, United States. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing high-quality legal services to our clients. Whether you are in need of representation for a personal injury case, family law matter, or criminal defense, Shafer Law Firm is here to help. Our commitment to our clients and our expertise in the legal field make us a trusted choice for all your legal needs. Contact us today to schedule a consultation and see how we can assist you with your legal concerns.
McGill, Power Bell & Associates LLP
McGill, Power Bell & Associates LLP is a certified public accounting firm located at 2402 West 8th Street, Erie, Pennsylvania, United States. With offices in various locations in Western Pennsylvania, including Erie, Franklin, Grove City, Meadville, and Titusville, MPB offers a wide range of accounting and finance services to individuals, businesses, nonprofit organizations, employee benefit plans, and governmental entities. With a focus on exceeding client expectations and investing in their staff, MPB stands out in the industry. They provide services and education on how recent tax laws impact clients' current and future plans. Services offered include bookkeeping, payroll processing, software consultation, customized accounting services, consulting services for business and individual decisions, and quality audits.
McGill Power Bell & Associates LLP
McGill Power Bell & Associates LLP is a certified public accounting firm located at 180 Mercer Street in Meadville, Pennsylvania. With offices also in Erie, Franklin, Grove City, and Titusville, MPB offers a wide range of accounting and finance services to individuals, businesses, nonprofit organizations, employee benefit plans, and governmental entities. Specializing in providing quality audits, MPB understands the importance of audits to various stakeholders and focuses on understanding the risks faced by clients. The firm also offers consulting services to assist with business and individual decisions, as well as education on how tax laws impact current and future plans.
McGill, Power, Bell & Associates LLP
McGill, Power, Bell & Associates LLP is a certified public accounting firm located at 10 Woodland Center Drive in Grove City, Pennsylvania. With offices in Erie, Franklin, Meadville, and Titusville, we offer a wide range of accounting and finance services to individuals, businesses, nonprofit organizations, employee benefit plans, and governmental entities. Our team is dedicated to exceeding client expectations and investing in our staff to provide the best possible service. In light of recent tax changes, MPB helps clients navigate the complexities of new laws and how they impact current and future financial plans. We offer accounting services such as bookkeeping, payroll processing, and software consultation, tailored to meet each client's specific needs. Our consulting services assist clients in making informed business and individual decisions.
Ameriprise Financial
Ameriprise Financial is a finance institution located at 125 North Franklin Street in Titusville, Pennsylvania, United States. They offer personalized financial advice to help individuals reach their financial goals. Ameriprise prides itself on putting their clients and their goals at the center of everything they do, which has earned them recognition as the overall winner in the wealth manager category in the 2023 Kiplinger Readers' Choice Awards. What sets Ameriprise apart from other financial firms is their personalized and comprehensive approach that helps clients feel more confident about their financial futures. Clients can receive an initial complimentary consultation to see how Ameriprise can help them work towards their dreams and goals. With multiple safeguards in place to protect personal information, clients can feel secure knowing their financial advisor is looking out for their best interests. The financial advice provided by Ameriprise is tailored to each individual's goals, ensuring a personalized approach to financial planning. Clients can also refer friends and family to Ameriprise for a conversation about their financial needs. With background and qualification information available on FINRA's BrokerCheck website, clients can feel confident in the expertise and professionalism of Ameriprise Financial advisors.
Edward Jones - Financial Advisor: Mike Watson, AAMS™
Edward Jones - Financial Advisor: Mike Watson, AAMS™ is a finance institution located at 202 West Spring Street in Titusville, Pennsylvania, United States. Mike Watson is a knowledgeable and experienced financial advisor who holds the Accredited Asset Management Specialist (AAMS™) designation. At this institution, clients can expect personalized financial planning services tailored to their individual goals and needs. Whether you are looking to invest for retirement, save for your children's education, or build wealth for the future, Mike Watson can help guide you towards financial success. Contact Edward Jones - Financial Advisor: Mike Watson, AAMS™ today to start planning for a secure financial future.
James Love - Prudential Financial
James Love - Prudential Financial is a reputable finance and insurance agency located at 103 West Main Street in Titusville, Pennsylvania, United States. With a strong commitment to providing top-notch financial services and insurance solutions, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for investment guidance, retirement planning, or insurance coverage, James Love - Prudential Financial is here to provide personalized and comprehensive services tailored to your specific needs. Visit us today to learn more about how we can help you secure your financial future.
H&R Block
H&R Block is a trusted accounting and finance institution located at 109 Diamond Street in Titusville, Pennsylvania, United States. With a team of experienced professionals, H&R Block provides a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complexities of the financial world with ease and confidence. Visit us today to learn more about how we can assist you in achieving your financial goals.
Hillhurst Mansion
Hillhurst Mansion is a charming and historic local business nestled in the serene countryside of Titusville, Pennsylvania, at 11601-11759 N Perry Rd. This beautiful estate offers a glimpse into the past with its elegant architecture and meticulously preserved interiors. Ideal for hosting special events, weddings, and private gatherings, Hillhurst Mansion provides a picturesque backdrop that exudes timeless elegance and sophistication. Visitors to Hillhurst Mansion can expect a warm and welcoming atmosphere, with personalized service that ensures every event is memorable. The mansion features beautifully appointed rooms, stunning gardens, and expansive grounds, making it a versatile venue for any occasion. Whether you're planning a small intimate gathering or a grand celebration, Hillhurst Mansion offers the perfect blend of historic charm and modern amenities.
McGill Power Bell & Associates LLP
McGill Power Bell & Associates LLP (MPB) is a certified public accounting firm dedicated to serving the Western Pennsylvania community. With offices strategically located in Erie, Franklin, Grove City, Meadville, and Titusville, MPB offers a comprehensive range of accounting and financial services to individuals, businesses, nonprofit organizations, employee benefit plans, and governmental entities.Services Offered: - Accounting Services: Including bookkeeping, payroll processing and reporting, and software consultation. - Consulting Services: Tailored to assist clients with various business and individual financial decisions.
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