Family in Pennsylvania

Edward Jones - Financial Advisor: Jennifer E Staudenmayer, CFP®|CRPC™ is a reputable finance institution located at 33 West Ridge Pike in Limerick, Pennsylvania, United States. Jennifer E Staudenmayer, a Certified Financial Planner and Chartered Retirement Planning Counselor, provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized, client-centered approach, Edward Jones is dedicated to helping individuals and families navigate the complexities of financial planning and investment management. Trust Jennifer E Staudenmayer and the team at Edward Jones to provide comprehensive and tailored financial solutions to secure a stable financial future.

Tri-County Area Investment & Retirement Services is a finance institution located at 1550 Medical Drive in Pottstown, Pennsylvania, United States. We specialize in helping individuals and families plan for their future by offering a range of investment and retirement services. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure a comfortable retirement. Whether you are just starting to invest or are nearing retirement, we are here to provide personalized guidance and support every step of the way. Visit us today to learn more about how we can help you secure your financial future.

RidgePoint Financial Partners - Ameriprise Financial Services, LLC is a finance institution located at 168 West Ridge Pike in Limerick, Pennsylvania, United States. Please note that office hours may vary, so it is recommended to call ahead and make an appointment. Ameriprise financial advisors are registered to do business in certain U.S. states. The initial consultation provides an overview of financial planning concepts, although written analysis and recommendations are not provided. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC. Users of the website agree to be bound by the Ameriprise Financial Website Rules and Regulations. The institution values referrals and strives to help friends and family achieve their financial goals. Privacy and security are a top priority, with resources available on the website to ensure online security.

John Kochel - Thrivent is a finance institution located at 168 West Ridge Pike, Limerick, Pennsylvania, United States. With over 20 years of experience, John Kochel offers financial guidance and comprehensive planning to individuals and families. Licensed in multiple states, including CA, DC, DE, FL, GA, IA, ID, MD, NC, NJ, PA, UT, WV, John is dedicated to helping clients achieve financial clarity and connect their financial strategy to their faith. He holds degrees in Finance and Economics, as well as certifications as a Certified Kingdom Advisor (CKA) and Chartered Financial Consultant (ChFC). Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework. Clients may also choose to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc.

Lance Roetling - TD Wealth Financial Advisor is a trusted financial institution located at 498 2nd Avenue in Collegeville, Pennsylvania, United States. As a dedicated financial advisor, Lance Roetling offers personalized wealth management services to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Lance Roetling can provide expert guidance and tailored solutions to help you secure your financial future. With a focus on building long-term relationships based on trust and transparency, Lance Roetling - TD Wealth Financial Advisor is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

John Brew is an institutional advisor at Ameriprise Financial Services, LLC, located at 3479 Mango Drive in Danielsville, Pennsylvania, United States. Specializing in finance, John Brew offers investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, adjust strategies as needed, and track financial goals. Clients have secure access to their investments and accounts from any device. John Brew is registered in states where securities business is conducted, as detailed on FINRA's BrokerCheck website. Initial consultations provide an overview of financial planning concepts. While future financial results cannot be guaranteed, Ameriprise Financial Services, LLC is committed to helping clients achieve their goals. Clients can refer friends and family members for financial guidance, with referrals receiving prompt attention. The institution is a member of FINRA and SIPC, adhering to strict privacy and security guidelines.

Sylvan Capital Advisors - Ameriprise Financial Services, LLC is a finance institution located at 5000 Tilghman Street, Allentown, Pennsylvania, United States. Ameriprise financial advisors are registered to do business in certain U.S. states. The institution offers consultations to discuss important financial matters, with a focus on financial planning concepts. While they cannot guarantee future financial results, they strive to help individuals achieve their financial goals. Users of the site are bound by Ameriprise Financial Website Rules and Regulations. The institution values referrals and will reach out to friends or family members to assist with their financial needs. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring privacy and security for clients.

Evans Wealth Strategies is a premier financial institution located at 1134 Pennsylvania Avenue in Emmaus, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support. At Evans Wealth Strategies, we prioritize building long-term relationships with our clients based on trust, transparency, and integrity. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Michael Anthony - Prudential Financial is a well-established finance and insurance agency located at 1440 Keystone Road in Allentown, Pennsylvania. With a strong reputation for providing top-notch financial services and insurance solutions, the institution is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. The team at Michael Anthony - Prudential Financial is comprised of experienced professionals who are committed to delivering personalized and comprehensive financial planning strategies tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Michael Anthony - Prudential Financial is here to guide you every step of the way.

Edward Jones - Financial Advisor: Jeff McElhaney Jr, CFP®|AAMS™ is a trusted financial institution located at 16 South Fourth Street in Emmaus, Pennsylvania, United States. Specializing in finance, Jeff McElhaney Jr is a Certified Financial Planner and Accredited Asset Management Specialist who provides personalized financial advice and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jeff McElhaney Jr, CFP®|AAMS™ is dedicated to helping individuals and families plan for a secure financial future.

Raymond James Financial Services is a finance institution located at 101 Lindenwood Drive in Malvern, Pennsylvania, United States. With a commitment to providing personalized financial services, Raymond James offers a wide range of investment products and services to help clients achieve their financial goals. Whether you are looking for wealth management, retirement planning, or investment advice, the experienced professionals at Raymond James Financial Services are dedicated to helping you navigate the complexities of the financial world. Visit their office in Malvern to learn more about how they can help you secure your financial future.

G M Financial Planners is a reputable finance institution located at 49 Chestnut Road in Paoli, Pennsylvania, United States. Our team of experienced financial planners is dedicated to helping clients achieve their financial goals through personalized financial planning services. Whether you are looking to invest, save for retirement, or plan for your children's education, our experts are here to provide you with expert advice and guidance. Trust G M Financial Planners to help secure your financial future.

Merrill Lynch Financial Advisor Stacy L MacGregor is a finance institution located at 417 Lackawanna Avenue, Scranton, Pennsylvania, United States. The institution, part of The Hudacek, Leibman & MacGregor Group, serves clients at every stage of their lives, including successful individuals residing in Eastern Pennsylvania and ten other states. The clients range from business owners, attorneys, physicians, to "millionaires next door" who have diligently saved and sacrificed. The multi-generational team of professionals builds enduring relationships with clients and their families, providing simplified financial advice and recommendations through frequent discussions. The institution's primary focus is on helping clients achieve their retirement goals and concerns, offering rigorous planning-based approaches and tailored strategies for each individual. The team at Merrill Lynch places a strong emphasis on managing risk, ensuring that clients' portfolios reflect no more risk than necessary to achieve their goals. Through a combination of tax-aware investment management, asset allocation, and alternative investments, the institution aims to grow and preserve clients' wealth while minimizing tax exposure. Additionally, the team at Merrill Lynch believes that financial success can be achieved by making investment-related decisions that align with personally meaningful goals. By listening to clients' goals and concerns, the team helps clients explore and prioritize their most cherished financial objectives, providing a disciplined, planning-based approach to financial planning. With a focus on optimizing both sides of clients' balance sheets – assets and liabilities – Merrill Lynch Financial Advisor Stacy L MacGregor strives to help clients achieve financial and emotional wellness.

Richard Bertuola - Financial Advisor at Ameriprise Financial Services, LLC, located at 8 West Blaine Street in McAdoo, Pennsylvania, offers personalized financial advice to help clients achieve their goals. With background and qualification information available on FINRA's BrokerCheck website, clients can trust in the expertise of Richard Bertuola. The institution provides a Client Relationship Summary Disclosure and encourages individuals to explore the Retirement InteractiveSM tool to address common retirement questions and concerns. By setting up a complimentary initial consultation, clients can take the first step towards a more confident financial future. Investment products and services are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Richard Bertuola is registered to conduct securities business in specific states listed on FINRA's BrokerCheck website. Clients can expect a commitment to helping them achieve their financial goals and can confidently refer friends and family members for financial advice. With a focus on privacy and security, Ameriprise Financial Services, LLC ensures the protection of client information and offers an Online Security Guarantee.

Jacqueline Nonnemacher is a financial advisor at Ameriprise Financial Services, LLC located at 5000 Tilghman Street, Allentown, Pennsylvania, United States. Jacqueline 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 Jacqueline's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Jacqueline is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact Jacqueline Nonnemacher for expert financial advice tailored to your specific needs.

KLC Wealth Advisory of Janney Montgomery Scott is a financial institution located at 1390 Ridgeview Drive in Allentown, Pennsylvania, United States. Specializing in wealth management and financial advisory services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial world. Whether you are planning for retirement, investing for the future, or looking to protect your assets, KLC Wealth Advisory is here to help you every step of the way.

Edward Jones - Financial Advisor: David L Anderson, AAMS™ is a trusted financial institution located at 83 West Broad Street in Bethlehem, Pennsylvania, United States. David L Anderson, an Accredited Asset Management Specialist, is dedicated to providing personalized financial advice and guidance to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: David L Anderson, AAMS™ offers a wide range of financial services including retirement planning, investment strategies, and wealth management. Visit us today to start planning for a secure financial future.

Waseem Khan - TD Wealth Financial Advisor is located at 1828 Tilghman Street in Allentown, Pennsylvania, United States. As a part of TD Wealth®, a business of TD Bank N.A., they offer a wide range of financial services including banking, lending, investment, trust services, and more. With over 175 Advisors across the country, they are ready to assist clients with their financial needs. Securities and investment advisory services are available through TD Private Client Wealth LLC, a registered investment adviser and broker-dealer. Additionally, TD Investment Services (US) and TD Automated Investing are digital platform offerings for clients. Epoch Investment Partners, Inc. provides investment management services to TD Wealth. TD Wealth Management Services Inc. offers insurance products to clients. Please read the Legal Disclaimers for more information.

Dawn Fernandez - Thrivent is a finance institution located at 1227 West Rosemont Drive in Bethlehem, Pennsylvania, United States. Our team of financial experts is dedicated to helping individuals and families achieve their financial goals through personalized strategies and guidance. Whether you are looking to plan for retirement, save for your child's education, or invest for the future, we are here to provide you with the tools and resources you need to succeed. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Leader Financial Group is a premier financial institution located at 304 Sweetwater Path in Cochranville, Pennsylvania. As a leading finance company, we specialize in providing a wide range of financial services including investment management, retirement planning, estate planning, and more. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Leader Financial Group is here to provide expert guidance and personalized solutions. Visit us today to learn more about how we can help you succeed financially.

Alan Shannon-Breslin is a financial advisor at Ameriprise Financial Services, LLC, located at 5100 Tilghman Street in Allentown, Pennsylvania, United States. Alan holds various certifications and designations 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 Alan's expertise in asset management, wealth transfers, retirement planning, estate planning, investment fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, exit planning, securities analysis, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care planning, and life insurance. Alan is dedicated to providing comprehensive financial planning services to individuals and families, with a focus on meeting the unique needs and goals of each client.

Mark C. Weller CFP MBA - Eagle Strategies LLC is a finance institution located in Royersford, Pennsylvania, United States. They specialize in providing permanent life insurance policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest policy cash value in the market. They offer professionally managed investments with potential market gains, as well as bundled investments with low fees. Their services include helping to pay for everyday tasks, replacing lost income due to sickness or injury, and creating investment strategies for future financial needs.

Edward Jones - Financial Advisor: Joe Oliver, AAMS™ is a trusted financial institution located at 2250 Baltimore Pike in Oxford, Pennsylvania, United States. Specializing in personalized financial planning and investment strategies, Joe Oliver, AAMS™ is dedicated to helping clients achieve their financial goals and secure their futures. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Joe Oliver, AAMS™ provides expert guidance and support to individuals and families seeking to grow and protect their wealth. Contact Joe Oliver, AAMS™ today to start planning for a brighter financial future.

Michael Strulson is a dedicated financial advisor at RBC Wealth Management, located at 1 Dickinson Drive in Chadds Ford, Pennsylvania. With years of experience in the finance industry, Michael provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Michael Strulson is committed to providing expert guidance and support every step of the way. Contact Michael Strulson at RBC Wealth Management today to start building a secure financial future.

Northwestern Mutual West Chester is a leading finance institution located at 200 North High Street in West Chester, Pennsylvania, United States. With a strong reputation for providing top-notch financial services, Northwestern Mutual West Chester offers a wide range of investment and insurance products to help clients achieve their financial goals. The experienced team of professionals at this institution is dedicated to providing personalized financial planning and guidance to individuals and families. Whether you are looking to save for retirement, protect your assets, or plan for your children's education, Northwestern Mutual West Chester is committed to helping you secure a stable financial future.

Edward Jones - Financial Advisor: Jeff Kitchen, AAMS™, located at 535 North Church Street in West Chester, Pennsylvania, is a reputable finance institution offering personalized financial services to individuals and families. With a focus on building long-term relationships and providing tailored investment strategies, Jeff Kitchen, AAMS™, strives to help clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones is committed to providing expert guidance and support every step of the way.

Wealthcare Advisory Partners is a leading finance institution located at 1065 Andrew Drive in West Chester, Pennsylvania, United States. Our team of expert advisors is dedicated to providing personalized wealth management solutions for our clients. From retirement planning to investment strategies, we are committed to helping individuals and families achieve their financial goals. Contact us today to schedule a consultation and start building a secure financial future with Wealthcare Advisory Partners.

Prudential | Alan Horoshock | Life Insurance & Annuities is a reputable finance and insurance agency located at 50 Glenmaura National Boulevard in Moosic, Pennsylvania, United States. With a focus on providing individuals and families with comprehensive life insurance and annuity solutions, this institution offers expert guidance and personalized services to help clients secure their financial future. Whether you are looking for protection for your loved ones or planning for retirement, Prudential | Alan Horoshock is dedicated to helping you make informed decisions and achieve your financial goals.

Prudential | Jaclyn Costantino | Life Insurance & Annuities is a reputable finance and insurance agency located at 50 Glenmaura National Boulevard in Moosic, Pennsylvania, United States. Specializing in life insurance and annuities, this institution offers a range of financial products and services to help individuals and families secure their financial futures. With a dedicated team led by Jaclyn Costantino, clients can expect personalized guidance and expert advice to help them make informed decisions about their insurance needs. Trust Prudential | Jaclyn Costantino | Life Insurance & Annuities to provide reliable and comprehensive coverage for all your financial planning needs.

Netznik, McCarty & Associates - Ameriprise Financial Services, LLC is a finance institution located at 1045 South Cedar Crest Boulevard in Allentown, Pennsylvania, United States. Our team of financial advisors offers personalized advice to help you achieve your financial goals. We provide comprehensive financial planning services to address common retirement concerns such as income stability, market fluctuations, and inflation. If you have questions or would like to schedule a complimentary initial consultation, please contact us. Our advisors are registered to do business in certain U.S. states and adhere to strict regulations outlined by FINRA. We cannot guarantee future financial results, but we are committed to helping you navigate the complexities of financial planning.