The 30 Best Family business succession planning in Pennsylvania

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®):

John R. Fowler, MD, is a highly esteemed board-certified orthopaedic surgeon specializing in hand and upper extremity surgery. Practicing at UPMC Children’s Hospital of Pittsburgh, Dr. Fowler is dedicated to treating both traumatic injuries and congenital deformities of the hand and arm. His expertise extends to both pediatric and adult patients, ensuring comprehensive care for a wide range of conditions. Educational Background and Training:

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.

Petco Dog Training, located at 1810 Greengate Center Cir, Greensburg, PA, is your go-to destination for comprehensive and positive dog training services. With a focus on fostering a strong bond between you and your canine companion, Petco offers a variety of training options designed to suit every dog's needs, whether through fun group classes or personalized private sessions. Our expert trainers, including the highly praised Arianna, Evan S., and Chris, bring patience, attentiveness, and a wealth of knowledge to every session, ensuring both dogs and their families feel comfortable and supported throughout the training journey. Our trainers are American Kennel Club (AKC) certified and experienced in handling a wide range of breeds and behavioral challenges.

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.

Gould Financial - Northwestern Mutual is a reputable finance business located at 160 S Broad St, Grove City, PA 16127, United States. Specializing in comprehensive financial planning and wealth management, Gould Financial is dedicated to helping individuals and families achieve their financial goals and secure their futures. As part of the esteemed Northwestern Mutual network, the firm offers a wide range of services including investment strategies, retirement planning, insurance solutions, and estate planning. With a client-focused approach, Gould Financial prides itself on delivering personalized financial strategies tailored to meet the unique needs of each client. Their team of experienced financial advisors is committed to providing expert guidance and unparalleled service, ensuring peace of mind for their clients as they navigate the complexities of financial planning. Whether you're looking to invest for the future, protect your assets, or plan for retirement, Gould Financial - Northwestern Mutual is your trusted partner in financial success.

Pittsburgh Wealth Management Group, located at 1106 Ohio River Blvd # 604B in Sewickley, PA, is a premier financial advisory firm dedicated to helping individuals and families achieve their financial goals. Specializing in personalized wealth management services, this esteemed business offers a comprehensive range of financial planning solutions, including investment management, retirement planning, estate planning, and tax strategies. With a commitment to building long-term relationships, the experienced team at Pittsburgh Wealth Management Group takes pride in providing tailored advice and strategies that align with each client's unique financial objectives. Whether you're looking to grow your investments, plan for retirement, or secure your family's financial future, Pittsburgh Wealth Management Group is your trusted partner in navigating the complexities of the financial landscape.

Butler County Teachers Federal Credit Union, located at 112 Campus Ln, Butler, PA 16001, is a dedicated financial institution serving the local community, particularly educators and their families. As a member-owned cooperative, the credit union is committed to providing personalized financial services that cater to the unique needs of teachers and school staff in Butler County. Offering a range of products including savings accounts, loan options, and financial planning services, Butler County Teachers Fed CU focuses on helping its members achieve financial stability and success. With a strong emphasis on customer service and community involvement, the credit union strives to build lasting relationships and support the financial well-being of its members. Whether you are looking for competitive rates on loans, secure savings options, or sound financial advice, Butler County Teachers Federal Credit Union is a trusted partner in managing your financial future.

AVH Federal Credit Union is a reputable financial institution located at 1301 Carlisle St #1152, Natrona Heights, PA 15065, United States. Specializing in a wide range of financial services, AVH Federal Credit Union is dedicated to serving the local community by providing personalized and accessible banking solutions. As a member-focused credit union, it offers various financial products, including savings and checking accounts, loans, and investment opportunities, all designed to meet the diverse needs of its members. With a commitment to exceptional customer service and financial education, AVH Federal Credit Union strives to empower its members to achieve their financial goals while maintaining a strong sense of community and trust. Whether you're looking to open an account, secure a loan, or simply seek financial advice, AVH Federal Credit Union is your reliable partner in financial success.

The Lynch Law Group, LLC is a prominent law firm located at 2425 Sidney Street, Pittsburgh, PA 15203, and is recognized as one of Pittsburgh's fastest-growing legal establishments. With additional offices in Cranberry Township and Canonsburg, PA, the firm offers comprehensive legal services to a diverse clientele, which includes individuals, multinational corporations, family-owned businesses, and public entities. The Lynch Law Group is dedicated to serving the business community with expert advisory and advocacy services, extending their expertise to sophisticated estate planning and administration, as well as family-related legal matters such as divorce, support, and custody. The firm places a strong emphasis on client satisfaction, viewing it as the primary measure of their success. They are committed to delivering high-quality legal work and fostering meaningful relationships with their clients. The Lynch Law Group's commitment to excellence has been recognized by the Pittsburgh Business Times, having been selected multiple times as one of the region's Fastest Growing Companies and Best Places to Work.

Pietropaolo Law Offices is a reputable legal practice located in the heart of Pittsburgh, Pennsylvania, at 220 Grant Street, Suite 304. Specializing in a wide range of legal services, this esteemed law firm is dedicated to providing expert legal counsel and representation to individuals, families, and businesses throughout the region. With a strong commitment to client satisfaction, the team at Pietropaolo Law Offices offers personalized attention and tailored solutions to meet the unique needs of each client. Whether you're seeking assistance with personal injury claims, family law matters, or corporate legal issues, the experienced attorneys at Pietropaolo Law Offices are equipped to handle even the most complex cases with professionalism and integrity. Visit their conveniently located office in downtown Pittsburgh to experience their exceptional legal services firsthand.

Pennsylvania Equity Resources, Inc.-Hermitage is a reputable finance company located at 500 Market St #204B, Beaver, PA 15009, United States. Specializing in providing a wide range of financial services, the firm is dedicated to helping individuals and businesses achieve their financial goals. With a strong emphasis on client satisfaction, Pennsylvania Equity Resources, Inc.-Hermitage offers expert advice and tailored solutions in areas such as investment management, financial planning, and wealth preservation. The knowledgeable and professional team is committed to delivering personalized service to each client, ensuring that their financial needs are met with precision and care. Whether you are looking to invest, save, or plan for the future, Pennsylvania Equity Resources, Inc.-Hermitage is your trusted partner in financial success.

Welcome to White Mills River Access Park! Located in the heart of Pennsylvania 18473, White Mills River Access Park is your gateway to the breathtaking Lackawaxen River Trails. This serene park is part of a visionary project, uniting existing and future greenways and waterways under the Lackawaxen River Trails initiative. This multi-use trail system stretches from Honesdale to Lackawaxen, PA, offering a seamless blend of land, rail, and river trails.

Melissa L McLane, DO - Comprehensive Orthopaedic and Sports Medicine Care Located within the UPMC Center for Sports Medicine at 3200 S Water St, Pittsburgh, PA 15203, Melissa L McLane, DO, offers exceptional medical services specializing in orthopaedic and sports medicine. Dr. McLane is an esteemed assistant professor in the Department of Orthopaedic Surgery at UPMC and serves as an assistant team physician for the Pittsburgh Penguins. She also holds the position of head team physician for Carlow University and LaRoche University Athletics.

At Yocca Mortgage Group LLC, we understand that every home buyer is unique, and so is every home buying experience. Located in the heart of Sewickley, PA, we take pride in offering personalized mortgage solutions tailored to meet your specific needs and desires. Our dedicated team of professionals takes the time to get to know you, ensuring we find the right loan that aligns with your financial goals and homeownership dreams.

At Deb Biancucci's Guaranteed Rate Affinity, we understand that finding the right mortgage is a crucial step in your homebuying journey. Located in the heart of Sewickley, PA, Deb Biancucci (NMLS #1682103) offers personalized mortgage solutions tailored to meet your unique needs and goals. With a commitment to providing the best advice and competitive edge, we help you secure the home you desire with ease and confidence.

Liberty Insurance Agency is a premier insurance service provider located in Pittsburgh, PA. With a deep understanding of the industries we serve, we specialize in navigating the complexities of insurance to deliver the insights and information our clients need. Our goal is to provide comprehensive insurance solutions that help businesses manage risks, reduce costs, and ensure compliance.Services:1. Industry Expertise: We offer tailored insurance solutions by leveraging our expertise in various industries. Our team understands the unique challenges and opportunities in each sector, ensuring that our clients receive the most relevant and effective coverage.2. Training and HR Support: Our online training tool and Learning Management System (LMS) allow us to deliver training videos directly to your employees. Additionally, our HR portal provides resources for HR professionals who manage multiple roles within their organizations.3. Claims Management: We assist businesses in managing claims, particularly in workers’ compensation. By keeping the costs of claims low, we help maintain affordable premiums. We also advocate on behalf of our clients for first-party claims to ensure they receive every dollar they deserve.4. Loss Prevention Plans: For high-hazard industries, we develop repeatable loss prevention plans that can be applied across all franchisees. This consistency helps in keeping insurance costs low.5. Employee Relations: We recognize the importance of building interpersonal relationships with clients and offer training to help employees navigate diverse community interactions.6. Cost Management: From creative plan designs to alternative funding mechanisms, our seasoned consultants work with clients to find financial savings and manage costs effectively.7. Self-Funded Programs: For self-funded clients, we offer software that houses millions of claim lives, enabling accurate future claim predictions and proactive claim management.8. Employee Benefits Education: We provide comprehensive education and information to help employees understand and utilize their benefits effectively.9. Specialty Coverages: We offer specialty coverages for various needs, including agreed value coverage for vehicles, original parts coverage, and more.10. Cybersecurity Insurance: In today’s digital age, having a well-structured cyber policy is crucial. We provide coverage for first-party restoration/extortion expenses and social engineering fraud.11. Compliance and Regulatory Support: Our in-house compliance experts ensure that clients are compliant with Department of Labor standards and filings, avoiding fines, penalties, and fees.12. Risk Management Training: Our LMS includes courses on HR and Risk Management topics, including active shooter situation training and safety training for high-risk tools.Why Choose Liberty Insurance Agency? At Liberty Insurance Agency, we pride ourselves on our comprehensive approach to insurance and risk management. Our in-depth industry knowledge, advanced training tools, and commitment to client advocacy set us apart. We strive to provide peace of mind to our clients by ensuring they are well-covered, compliant, and supported in all aspects of their insurance needs.

Petco Dog Training - Homestead, PA Location:

Credit Uplifters: Elevate Your Financial Wellness Located at 625 Stanwix St, Pittsburgh, PA 15222, Credit Uplifters is a premier finance business dedicated to transforming the financial health of both individuals and corporate teams. Founded in 2014 in Bessemer, PA, our mission is to empower businesses and their employees with the tools and knowledge to achieve financial well-being. Our comprehensive credit repair services and educational programs are designed to reduce financial stress in the workplace, enhance employee productivity, and foster a healthier, more financially stable workforce.

Elisabeth W. Molnar is a dedicated attorney at Pollock Begg, a preeminent Pennsylvania law firm exclusively practicing family law. Located at 525 William Penn Place, Suite 3501 in Pittsburgh, PA, Pollock Begg has been a cornerstone in the legal community since its inception in 2001.

Kindred Wealth Partners, located at 1603 Carmody Ct Suite 302 in Sewickley, PA, is a premier financial advisory firm dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced financial advisors offers personalized wealth management services, including retirement planning, investment strategies, estate planning, and risk management. At Kindred Wealth Partners, we pride ourselves on building long-term relationships with our clients, providing tailored solutions and expert guidance to navigate the complexities of the financial world. Whether you're planning for your future or managing current assets, we are committed to helping you secure a prosperous financial future. Visit us in Sewickley, PA, to discover how we can partner with you on your journey to financial success.

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.

First United National Bank, located at 1 Central Ave, Oil City, PA 16301, is a trusted financial institution dedicated to serving the community with a comprehensive range of banking and financial services. With a strong commitment to personalized customer service, the bank offers various solutions tailored to meet the needs of individuals, families, and businesses. As a full-service bank, First United National Bank provides a variety of products including checking and savings accounts, loans, mortgages, and investment services. The experienced and friendly staff is always ready to assist customers with their financial goals, ensuring a smooth and efficient banking experience.

Newlin Investment Co LLC is a distinguished finance business located at 428 Beaver St, Sewickley, PA 15143, United States. Specializing in a range of financial services, Newlin Investment Co LLC is dedicated to providing expert investment advice, wealth management, and personalized financial planning solutions to individuals and businesses alike. The company prides itself on a client-centric approach, ensuring tailored strategies to meet unique financial goals. With a team of experienced professionals, Newlin Investment Co LLC is committed to fostering long-term relationships built on trust, integrity, and exceptional service. Whether you're looking to grow your portfolio, plan for retirement, or navigate complex financial landscapes, Newlin Investment Co LLC is your trusted partner in achieving financial success.

Quaker Capital Investments, LLC is a distinguished single-family investment office founded in Pittsburgh, PA in 2014. The firm is dedicated to investing in long-term value and human potential, adhering to a value-oriented investment philosophy with a generational horizon. The legacy of Quaker Capital Management Corp. is carried forward through this family office, which focuses on both public equities and regional early-stage venture capital investments. These investments are often made in collaboration with world-class entrepreneurs, leveraging networks at Carnegie-Mellon University, University of Pittsburgh, and the University of Pennsylvania.Investment Focus: Quaker Capital Investments complements its core public equity investments with a growing portfolio in direct private equity. In partnership with West Allen Capital, the firm acquired the Ruscoe Company, a historic adhesives and sealants manufacturer based in Akron, Ohio. The investment office aims to build a portfolio of high-quality, family-owned businesses that are navigating succession or estate planning challenges.Leadership:

Brendan Lupetin, Esq., is a dedicated and highly skilled attorney based in Pittsburgh, PA. As a proud partner at Lupetin & Unatin, Brendan specializes in personal injury law and is committed to securing justice for those who have been wronged. Our firm welcomes and appreciates case referrals from other attorneys and is currently accepting new cases. We are honored to review any case referred to us.Our Philosophy: While many attorneys may fear the unpredictability of jury trials, Brendan has unwavering faith in the jury system. He believes that the collective conscience of our community will uphold essential safety rules and ensure that justice prevails.Free Case Evaluation: We offer a no-obligation, free case evaluation to discuss your legal concerns. Fill out the form on our website to schedule your consultation.Our Commitment: