The 30 Best Expert estate planners in Pennsylvania

At Edward Jones - Financial Advisor: Robert E Kwiat Jr, we are committed to helping you achieve your financial goals. Located conveniently at 26 Nesbitt Rd Suite 103 in New Castle, PA, our office specializes in providing personalized financial advice and services tailored to your unique needs. Whether you are planning for retirement, saving for education, or just need help managing your finances, Robert E Kwiat Jr is here to guide you through every step. Our approach to financial advising is rooted in understanding your personal goals and objectives. We utilize tools like our Starting Point tool, which helps you take the initial steps toward planning your financial future, and the "My Priorities" quiz, which assists in identifying your key financial priorities. These resources are essential in developing a comprehensive financial strategy that aligns with your aspirations.

Walter 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.

Welcome to Edward Jones - Financial Advisor: Dan Young, AAMS™, your trusted partner in navigating the complexities of financial planning and investment management. Located conveniently at 3939 W Ridge Rd Suite B-1 in Erie, PA, our office is dedicated to helping you achieve your financial goals through personalized and comprehensive financial strategies. At Edward Jones, we understand that each client is unique, and we take pride in delivering tailored services that align with your specific needs and aspirations. Our approach begins with understanding your financial priorities, and we offer tools such as the "My Priorities" quiz to help identify what matters most to you. Whether you're planning for retirement, education, or other financial milestones, our Starting Point tool can guide you in taking those critical first steps.

At 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.

About the Business:

About the Business:

Michael Krisuk is a highly accomplished financial advisor affiliated with Ameriprise Financial Services, LLC, located in Hermitage, Pennsylvania. As an Ameriprise Platinum Financial Services® Advisor, Michael offers a wealth of knowledge and expertise to help clients navigate their financial journeys. He holds several prestigious certifications that reflect his dedication to providing comprehensive and ethical financial advice.

About the Business:

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 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®):

Beth Foyle - Financial Advisor, Ameriprise Financial Services, LLC, is a distinguished financial advisory business located at 1704 W 26th St, Erie, PA 16508, United States. This business specializes in providing expert financial guidance and services tailored to meet the diverse needs of individuals, retirees, and small business owners. Beth Foyle is renowned for holding multiple prestigious certifications, each reflecting a deep commitment to ethical standards and excellence in financial advisory services. Beth Foyle is not only an expert in asset management and estate planning but also possesses specialized knowledge in investment strategies, retirement planning, and wealth transfer. With certifications such as the AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠, Beth demonstrates a comprehensive understanding of asset allocation, investment opportunities, and fiduciary practices. These credentials ensure that clients receive guidance that is both informed and forward-thinking.

Frank Mindicino - Financial Advisor, Ameriprise Financial Services, LLC, is a distinguished financial advisory practice located at 54 Buhl Blvd, Sharon, PA 16146, United States. As a reputable entity in the finance industry, Frank Mindicino offers a comprehensive suite of financial planning and advisory services, tailored to meet the diverse needs of individuals, retirees, small business owners, and domestic partners. Frank Mindicino holds multiple prestigious certifications and designations that underscore his expertise and commitment to providing high-quality financial advice. These include the Accredited Asset Management Specialist™ (AAMS™), which requires rigorous coursework and adherence to a code of ethics, focusing on real-world asset management and investment strategies. The Accredited Domestic Partnership Advisor™ (ADPA™) certification highlights his proficiency in wealth transfers, federal taxation, and planning for financial and end-of-life needs for domestic partners.

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.

Richard Augustine is a premier financial services provider located at 103 Lorish Rd, Pittsburgh, PA 15205, United States. Specializing in comprehensive financial planning and advisory services, Richard Augustine is dedicated to helping clients achieve their financial goals through personalized and strategic solutions. With a commitment to excellence and a client-centric approach, the business offers a range of services including investment management, retirement planning, tax optimization, and wealth preservation. Whether you are an individual seeking to secure your financial future or a business looking for expert financial guidance, Richard Augustine provides the expertise and personalized attention to help you navigate the complexities of finance with confidence. Visit us at our Pittsburgh office to start your journey towards financial success today.

Speer Street Financial is a trusted finance business located at 600 Park Ave Suite B, Monongahela, PA 15063, United States. Specializing in a wide range of financial services, Speer Street Financial is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investment strategies, retirement planning, tax planning, or financial consulting, their experienced team offers personalized solutions tailored to meet your unique needs. With a commitment to providing exceptional customer service and expert financial advice, Speer Street Financial is your go-to partner for navigating the complexities of the financial world. Visit them today to take the first step towards securing your financial future.

Antonio Aiello is a highly qualified Private Wealth Advisor operating under Ameriprise Financial Services, LLC, located in Sewickley, PA. With a robust portfolio of certifications and specializations, Antonio brings a wealth of knowledge and expertise in financial planning, asset management, and investment strategies tailored to meet the unique needs of each client.

Scully & Scully, PC is a distinguished firm located at 437 Grant Street, Frick Building Suite 1240, Pittsburgh, PA 15219, United States. Specializing in accounting, finance, and legal services, Scully & Scully, PC provides a comprehensive range of professional solutions designed to meet the diverse needs of businesses and individuals alike. With a commitment to exceptional client service, the firm combines deep industry expertise with a personalized approach to ensure optimal results. Whether you require meticulous financial planning, precise accounting services, or expert legal counsel, Scully & Scully, PC stands ready to deliver with integrity and excellence.

Wexford Wealth Advisors LLC is a trusted financial advisory firm located at 11676 Perry Highway, Wexford, PA 15090, United States. Specializing in comprehensive wealth management and financial planning services, this esteemed business is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced and knowledgeable advisors, Wexford Wealth Advisors LLC provides personalized strategies tailored to meet the unique needs of each client. Whether you're planning for retirement, managing investments, or seeking expert advice on estate planning, Wexford Wealth Advisors LLC offers the expertise and guidance necessary to navigate the complexities of financial management. Committed to excellence and client satisfaction, they are a reliable partner in your journey towards financial success.

At Edward Jones - Financial Advisor: Ryan Messenger, we are committed to helping you achieve your financial goals. Located conveniently at 17281 Conneaut Lake Rd Suite A in Meadville, PA, our office offers personalized financial services tailored to meet your unique needs. As a trusted financial advisor, Ryan Messenger provides expert guidance on investment strategies, retirement planning, estate considerations, and more.

Greentree Investment Services Inc is a reputable financial advisory firm located at 600 Washington Pike #200, Bridgeville, PA 15017, United States. Specializing in comprehensive financial planning and investment management, Greentree Investment Services Inc is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced financial advisors, they offer personalized strategies tailored to meet the unique needs of each client. Whether you're planning for retirement, looking to grow your wealth, or need guidance on investment options, Greentree Investment Services Inc provides expert advice and solutions to secure your financial future. Their commitment to excellence and client-centric approach makes them a trusted partner in the Bridgeville community and beyond.

Tricia R. Sorg, Esquire is a distinguished legal practice located at 201 Grant Ave, Floor 1, Millvale, PA 15209, United States. Specializing in providing expert legal services, Tricia R. Sorg is dedicated to serving the local community with professionalism and integrity. With a deep understanding of the law, Tricia offers personalized legal counsel tailored to meet the unique needs of each client. Whether you require assistance with family law, estate planning, or other legal matters, Tricia R. Sorg, Esquire is committed to achieving the best possible outcomes for her clients. Visit the conveniently situated office in Millvale to experience compassionate and knowledgeable legal support.

Business Description for Donald Frenz - Financial Advisor, Ameriprise Financial Services, LLC Located at 425 S Main St, Washington, PA 15301, Donald Frenz operates as a dedicated financial advisor under Ameriprise Financial Services, LLC. With a focus on providing tailored financial guidance, Donald brings a wealth of expertise to individuals and business owners in the community. His qualifications and certifications reflect his commitment to excellence and comprehensive knowledge in various aspects of financial planning and asset management.

Ralph 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.

At Kurt Kimmich - Raymond James, located in the heart of Pittsburgh, PA, we are dedicated to helping individuals and businesses plan for a brighter financial future. As a part of Confluence Financial Partners, our mission is to focus on what matters most to you, whether it’s defining your unique financial, life, and legacy goals or crafting a comprehensive plan designed to achieve them.

At 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.

William 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™):

At 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:

Welcome to Ellen Burkey - Financial Advisor, part of Ameriprise Financial Services, LLC, located at 616 Main Street in Honesdale, Pennsylvania. Our mission is to provide personalized financial guidance tailored to meet the unique needs of each client. With an impressive array of certifications and designations, Ellen Burkey is equipped to assist clients in navigating the complexities of financial planning. Ellen holds several prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠. These credentials signify her commitment to ethical practices and her expertise in areas such as asset management, estate planning, retirement strategies, and investment opportunities for individuals and small business owners. Ellen's diverse qualifications also extend to areas like behavioral finance, philanthropy, annuities, and the financial nuances of divorce and estate planning.

Welcome to the Pike County Register of Wills, your trusted local government office located at 506 Broad Street, Milford, Pennsylvania. We are dedicated to serving the residents of Pike County with professionalism and care, providing essential services related to the probate of wills, estate administration, and guardianship matters. Our knowledgeable and friendly staff are here to assist you with the legal processes involved in managing the affairs of a loved one, ensuring a smooth and efficient experience during challenging times. Whether you're navigating the complexities of estate planning or need guidance on guardianship procedures, the Pike County Register of Wills is committed to offering comprehensive support and expert advice to meet your needs. Visit us today and let us help you with your legal inquiries and responsibilities.

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.