TOP 30 Best Estate strategy in New Wilmington, Pennsylvania
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Berkshire Hathaway HomeServices The Preferred Realty - New Wilmington
Berkshire Hathaway HomeServices The Preferred Realty in New Wilmington, Pennsylvania is a premier real estate agency located at 220 West Neshannock Avenue. Our team of experienced agents is dedicated to helping clients buy and sell homes in the beautiful and historic town of New Wilmington. Whether you are looking for a cozy starter home or a luxurious estate, our professionals are here to assist you every step of the way. With a reputation for excellence and a commitment to customer satisfaction, Berkshire Hathaway HomeServices The Preferred Realty is your trusted partner in real estate transactions. Contact us today to find your dream home in New Wilmington!
Eleni Chmura, HOWARD HANNA NEW CASTLE OFFICE
In the dynamic world of real estate, having a skilled REALTOR® by your side can make all the difference between a seamless transaction and a challenging one. At Eleni Chmura, HOWARD HANNA NEW CASTLE OFFICE, we understand that buying or selling property is one of the most significant decisions you'll ever make. That's why we are committed to providing exceptional personal service, backed by professional expertise and a deep understanding of the local market.
Pittsburgh Area Realtor Ryan Stoner
Pittsburgh Area Realtor Ryan Stoner is a professional real estate service based in New Castle, Pennsylvania. Located at 3470 Wilmington Road, this business is dedicated to helping clients navigate the complexities of buying, selling, and investing in real estate within the Pittsburgh area. With a strong commitment to customer satisfaction, Ryan Stoner leverages extensive market knowledge and personalized service to ensure a smooth and successful real estate experience. Whether you are a first-time homebuyer, looking to sell your property, or seeking investment opportunities, Pittsburgh Area Realtor Ryan Stoner is your trusted partner in achieving your real estate goals.
Coldwell Banker Realty - North Hills
Coldwell Banker Realty - North Hills is a premier real estate agency situated in the vibrant community of Pittsburgh, PA. Conveniently located at 9600 Perry Hwy STE 100, our office serves a broad spectrum of neighborhoods and townships across the region. Our extensive service area includes but is not limited to Adams Township, Allegheny Center, Allison Park, Ambridge, Apollo Boro, Avalon, Bakerstown, Bedford Dwellings, Bellevue, Ben Avon, Blairsville Area, Bradford Woods, Butler City, Cranberry Township, Economy, Franklin Park, Gibsonia, Harmony Boro, Mars Boro, McCandless, North Fayette, Pine Township, Ross Township, Sewickley, Shaler, Wexford, and Zelienople, among many others.
Saari Kurtz - Accounting
Saari Kurtz - Accounting is a professional accounting firm located at 211 West Neshannock Avenue in New Wilmington, Pennsylvania. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. With years of experience and a commitment to excellence, we strive to help our clients achieve their financial goals and navigate the complexities of the financial world with ease. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Saari Kurtz - Accounting is here to help. Contact us today to schedule a consultation and see how we can assist you in managing your finances effectively.
Taylor & Associates - Ameriprise Financial Services, LLC
Taylor & Associates - Ameriprise Financial Services, LLC is a finance institution located at 3438 Pennsylvania 208, New Wilmington, Pennsylvania, United States. They offer investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards goals securely from any device. The institution is committed to diversity, inclusion, and creating a better future for all. Ameriprise has been honored for their support of veterans and their families through robust recruiting and development programs. They are also recognized for their efforts in disability inclusion and equality. Ameriprise financial advisors are registered to do business in certain U.S. states. The initial consultation provides an overview of financial planning concepts. Ameriprise Financial cannot guarantee future financial results. Clients can refer friends or family members to help them achieve their financial goals. The institution is a member of FINRA and SIPC.
Brian L Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC
Brian L Taylor is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 3438 Pennsylvania 208, New Wilmington, Pennsylvania, United States. Brian L Taylor 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 Brian L Taylor's expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, investment strategies, and more. Whether you are a retiree, small business owner, high net worth client, or in need of specialized financial planning for unique circumstances, Brian L Taylor is equipped to provide comprehensive and tailored financial advice to help you achieve your financial goals.
Sipe Properties LLC
Sipe Properties LLC is a reputable real estate agency located at 408 Yoder Road in New Wilmington, Pennsylvania. With a strong focus on customer satisfaction, our team of experienced professionals is dedicated to helping clients buy, sell, and rent properties in the area. Whether you are looking for a new home, investment property, or commercial space, Sipe Properties LLC is committed to providing top-notch service and expert guidance every step of the way. Contact us today to learn more about how we can assist you with your real estate needs.
The Maiella Brothers at Howard Hanna
Welcome to The Maiella Brothers at Howard Hanna, your trusted real estate agency located at 2900 Wilmington Rd, New Castle, PA 16105, United States. Specializing in both residential and commercial properties, our experienced team is dedicated to helping you find the perfect home or investment opportunity. With a deep understanding of the local market and a commitment to exceptional customer service, The Maiella Brothers offer personalized guidance through every step of the buying, selling, or renting process. Whether you're a first-time homebuyer or a seasoned investor, trust The Maiella Brothers at Howard Hanna to provide the expertise and support you need to achieve your real estate goals. Contact us today to start your journey toward finding your dream property.
Francesca Barella, CASTLE REALTY
Welcome to Francesca Barella, CASTLE REALTY, your trusted real estate partner located at 2911 Wilmington Road, New Castle, Pennsylvania 16105. We specialize in providing comprehensive real estate services to meet all your buying, selling, and investing needs. Our dedicated team, led by the experienced and knowledgeable Francesca Barella, is committed to delivering exceptional customer service and personalized solutions. Whether you're searching for your dream home, looking to sell your property for the best value, or seeking lucrative investment opportunities, we are here to guide you every step of the way. At CASTLE REALTY, we pride ourselves on our deep understanding of the local market, strong negotiation skills, and a client-centered approach that ensures your real estate goals are not only met but exceeded. Visit us today and experience the difference of working with a team that truly cares about your success.
Brian L Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC
Brian L Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC, is a distinguished financial advisory business located at 3438 PA-208 Ste 2, New Wilmington, PA 16142, United States. Specializing in a wide array of financial services, Brian L Taylor offers expert guidance tailored to meet the unique needs of individuals, retirees, and small business owners. With a strong commitment to ethical practices and continuing education, Brian L Taylor holds multiple certifications that underscore his expertise in various financial domains. The AAMS™ certification signifies proficiency in asset management, investment strategies, and estate planning, ensuring clients receive informed advice on asset allocation and investment opportunities. As an Accredited Domestic Partnership Advisor™ (ADPA™), Brian is well-versed in wealth transfers, federal taxation, and financial planning for domestic partners, addressing complex financial and medical needs.
Fontineese Green Group of Berkshire Hathaway
Fontineese Green Group of Berkshire Hathaway is a distinguished local business situated at 1714 Wilmington Road, New Castle, Pennsylvania 16105, United States. Renowned for its commitment to excellence and customer satisfaction, this establishment offers a comprehensive range of real estate services. Whether you are looking to buy, sell, or invest in properties, Fontineese Green Group provides expert guidance and support to help you navigate the complexities of the real estate market. As part of the prestigious Berkshire Hathaway network, the group brings a wealth of experience, market knowledge, and unparalleled professionalism to every transaction. The team at Fontineese Green Group is dedicated to understanding the unique needs of each client, ensuring personalized service and tailored solutions. Their local expertise combined with the global reach of Berkshire Hathaway makes them a trusted partner in achieving your real estate goals.
Castle Realty
Castle Realty is a premier real estate agency located at 2911 Wilmington Road, New Castle, Pennsylvania 16105, United States. Specializing in both residential and commercial properties, Castle Realty is committed to providing exceptional service to clients looking to buy, sell, or lease real estate in the New Castle area. With a team of experienced and knowledgeable agents, the business prides itself on its deep understanding of the local market, personalized customer service, and dedication to helping clients achieve their real estate goals. Whether you are a first-time homebuyer, an investor, or looking to relocate, Castle Realty offers expert guidance and a seamless experience from start to finish.
Fennick Financial Services
Fennick Financial Services is a reputable finance and insurance agency located at 2819 Wilmington Road in New Castle, Pennsylvania, United States. With a dedicated team of financial experts, Fennick Financial Services offers a wide range of services including investment planning, retirement planning, insurance solutions, and wealth management. Clients can expect personalized and professional guidance to help them achieve their financial goals. Trust Fennick Financial Services to provide expert advice and reliable solutions for all your financial needs.
Ameriprise Financial
Ameriprise Financial is a finance institution located at 2900 Wilmington Road in New Castle, Pennsylvania, United States. They provide a wide range of financial services including investment planning, retirement planning, wealth management, and insurance solutions. With a team of experienced financial advisors, Ameriprise Financial helps individuals and businesses achieve their financial goals and secure their financial future. Visit their office in New Castle to learn more about their services and how they can help you reach your financial objectives.
Buckingham Strategic Wealth
Buckingham Strategic Wealth is a finance institution located at 2599 Wilmington Road in New Castle, Pennsylvania, United States. Our focus is on helping clients control their investments by minimizing costs, diversifying, and considering tax efficiency. Wealth Advisor Corey Altman works with specialists nationwide to create strategies that address all aspects of our clients' financial lives. Becoming a Buckingham client means experiencing top-notch service and personalized financial planning. As the election season approaches, we provide insights on how to navigate potential market shifts. We also offer guidance on maximizing benefits from restricted stock units (RSUs) and aligning your financial plan with your values. Download our "Experience Is Everything" brochure to learn more about what it's like to work with us.
Refined Retirement
Refined Retirement is a finance institution located at 3009 Wilmington Road in New Castle, Pennsylvania. We specialize in helping individuals plan and manage their finances for a comfortable and secure retirement. Our team of experienced financial advisors offers personalized services to help clients achieve their retirement goals. Whether you are looking to invest for the future, create a retirement income plan, or optimize your savings, Refined Retirement is here to guide you every step of the way. Contact us today to schedule a consultation and start planning for a refined retirement.
Storehouse Investments LLC
Storehouse Investments LLC is a finance institution located at 3021 Wilmington Road in New Castle, Pennsylvania, United States. We specialize in providing a wide range of investment services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized advice and tailored solutions to meet the unique needs of each individual. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Storehouse Investments LLC is here to help you every step of the way. Contact us today to schedule a consultation and start building a solid financial foundation for tomorrow.
Packer Thomas
Packer Thomas, located at 2815 Wilmington Road, New Castle, Pennsylvania, United States, is a renowned institution specializing in accounting, finance, and information technology services. With over 100 years of experience, we have assisted business owners, families, and individuals with tax preparation, auditing, accounting, and IT solutions. Our team of over 65 professionals is dedicated to helping clients navigate complex financial landscapes and achieve their optimal financial positions. From comprehensive accounting and attestation services to business valuation, client accounting, forensic accounting, and internal audit outsourcing services, we offer a wide range of solutions to meet diverse needs. Additionally, our information technology consulting services, SOC reports, and cutting-edge software service are designed to streamline operations and maximize digital functionality. Trust Packer Thomas with all your tax-related concerns, as our experienced team of tax consultants takes a customized approach to ensure a seamless tax season experience. With a focus on trust, loyalty, and mutual success, Packer Thomas is here to help you succeed in all your financial endeavors.
Gettings Financial Group
Gettings Financial Group is a leading finance institution located at 1410 Wilmington Road in New Castle, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, we are here to help. With a focus on personalized service and tailored solutions, Gettings Financial Group is committed to helping you achieve your financial goals. Contact us today to learn more about how we can assist you in securing your financial future.
Perod Financial
Perod Financial is a leading finance institution located at 3423 Wilmington Road in New Castle, Pennsylvania. We offer a wide range of financial services including investment management, financial planning, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Perod Financial is here to provide personalized solutions tailored to your individual needs. Contact us today to learn more about how we can help you achieve financial success.
Joshua Schroder - Associate Financial Advisor, Ameriprise Financial Services, LLC
Joshua Schroder is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 3438 Pennsylvania 208, New Wilmington, Pennsylvania, United States. If you have questions or would like to schedule a complimentary initial consultation, Joshua is ready to assist you. With a focus on your individual goals and risk tolerance, he provides investment, asset allocation, and portfolio recommendations. Regular meetings are held to review progress, update approaches, and track goals. With secure access to your investments and accounts from any device, you can stay informed and in control of your financial future. At Ameriprise Financial Services, LLC, the team is dedicated to helping clients achieve their financial goals and protect their assets. Whether it's through health, life, disability, income, or long-term care insurance solutions, they provide personalized recommendations to suit individual needs. By taking the next step and setting up a complimentary initial consultation, you can start planning for a more secure financial future.
Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC
Victoria Whelan is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 313 North Market Street in New Wilmington, Pennsylvania, United States. She specializes in helping clients get closer to their retirement goals by providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Victoria documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can access their investments and track progress securely from any device. She offers complimentary initial consultations to new clients, providing an overview of financial planning concepts. Victoria Whelan is registered with FINRA and may conduct securities business with residents of specific states. Ameriprise Financial Services, LLC is a registered investment adviser and member of FINRA and SIPC. The institution cannot guarantee future financial results but is dedicated to helping clients achieve their financial goals.
Jeffrey Sonntag - Financial Advisor, Ameriprise Financial Services, LLC
Jeffrey Sonntag is a Financial Advisor at Ameriprise Financial Services, LLC, located at 3009 Wilmington Road in New Castle, Pennsylvania, United States. He 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 his expertise in asset management, investment strategies, estate planning, retirement planning, and more. With a focus on providing comprehensive financial planning services, Jeffrey Sonntag is dedicated to helping clients achieve their financial goals and secure their financial future.
Melissa L Cogswell - Associate Financial Advisor, Ameriprise Financial Services, LLC
Melissa L Cogswell - Associate Financial Advisor at Ameriprise Financial Services, LLC is located at 3438 Pennsylvania 208, New Wilmington, Pennsylvania, United States. The institution offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients have secure access to their investments and accounts from any device. The institution provides an overview of financial planning concepts during a complimentary initial consultation. Securities offered by Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Melissa L Cogswell may only conduct securities business with residents of states in which she is properly registered. The institution cannot guarantee future financial results. Privacy and security measures are in place to protect client information. Referrals are welcomed to help friends and family members achieve their financial goals.
Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC
Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC Located at 3438 Pennsylvania 208, New Wilmington, Pennsylvania 16142, United States, Victoria Whelan operates as an Associate Financial Advisor under the umbrella of Ameriprise Financial Services, LLC. Specializing in a broad spectrum of financial advisory services, Victoria Whelan is committed to providing personalized financial solutions tailored to meet the diverse needs of her clients.
Bill Messner Contrarian Investment Advisory, LLC
Bill Messner Contrarian Investment Advisory, LLC is a distinguished financial advisory firm located at 3009 Wilmington Rd Suite C-1A, New Castle, PA 16105, United States. Specializing in contrarian investment strategies, the firm is dedicated to providing clients with insightful and innovative financial solutions that go against the conventional market trends. Under the expert guidance of Bill Messner, the firm offers personalized investment advice, portfolio management, and comprehensive financial planning services designed to help clients achieve their long-term financial goals. With a commitment to excellence and a client-centric approach, Bill Messner Contrarian Investment Advisory, LLC stands out as a trusted partner in navigating the complexities of the financial market.
Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC
Victoria 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.
Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC
Victoria 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®):
Nearby cities:
- Philadelphia
- Pittsburgh
- Erie
- Allentown
- Washington
- New Castle
- Bethlehem
- Easton
- Butler
- Scranton
- Wexford
- Cranberry Township
- West Chester
- Reading
- Meadville
- York
- Greensburg
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