The 30 Best Family legacy planning in Pennsylvania

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Seth Walizer - State Farm Insurance Agent is a reputable insurance agency located at 2 Meridian Boulevard in Wyomissing, Pennsylvania, United States. With over 20 years of experience, Seth Walizer and his team proudly serve the community in Wyomissing, Sinking Spring, Blandon, Fleetwood, Reading, and surrounding areas in Lancaster and Berks County. As a 3rd generation State Farm Agent, Seth Walizer is dedicated to helping individuals and families protect their future with the right insurance coverage. From auto and homeowners insurance to renters insurance and life insurance, the agency offers a wide range of insurance products to meet your needs.

Sablich Insurance Group, located at 300 Brookside Avenue in Ambler, Pennsylvania, is an independent insurance agency dedicated to providing personalized coverage for all your insurance needs. Unlike other agencies that offer one-size-fits-all policies, Sablich Insurance Group believes in tailoring insurance plans to meet the unique requirements of each individual. Whether you're a first-time homebuyer, a classic car collector, or simply looking to protect your family's future, Sablich Insurance Group will work tirelessly to find the best plan for you. With a commitment to treating clients like family, Sablich Insurance Group aims to provide peace of mind knowing you have the coverage you need for what matters most. Additionally, the agency is dedicated to raising awareness about melanoma, a cause close to their hearts after losing the founder's father to the disease. If you're looking for insurance solutions that you truly understand, Sablich Insurance Group is here to help.

PNC Private Bank is a prestigious financial institution located at 66 East State Street in Sharon, Pennsylvania, United States. As a leading provider of wealth management services, PNC Private Bank offers personalized financial solutions tailored to meet the unique needs of high-net-worth individuals and families. With a team of experienced advisors and a commitment to exceptional service, PNC Private Bank is dedicated to helping clients achieve their financial goals and secure their financial future.

PNC Private Bank is a prestigious financial institution located at 205 Chestnut Street in Meadville, Pennsylvania. As a leading private bank in the United States, we offer personalized wealth management services to high-net-worth individuals, families, and businesses. Our team of experienced financial advisors provides tailored solutions to help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, PNC Private Bank is committed to delivering exceptional service and expertise to our valued clients. Visit us today to learn more about how we can help you manage and grow your wealth effectively.

PNC Private Bank, located at 304 2nd Avenue in Warren, Pennsylvania, is a prestigious finance institution that offers personalized wealth management services to high-net-worth individuals and families. With a focus on building long-term relationships and providing tailored financial solutions, PNC Private Bank prides itself on delivering exceptional service and expertise to help clients achieve their financial goals. From investment management to estate planning, their team of experienced professionals is dedicated to helping clients navigate the complexities of wealth management with confidence and peace of mind.

PNC Private Bank, located at 201 Penn Avenue in Scranton, Pennsylvania, is a prestigious financial institution offering personalized banking and wealth management services. With a focus on high-net-worth individuals and families, PNC Private Bank provides tailored solutions to help clients achieve their financial goals and secure their financial future. Our team of experienced advisors and wealth management professionals are dedicated to providing exceptional service and expertise to meet the unique needs of each client. Visit PNC Private Bank today to experience unparalleled financial guidance and support.

JRB Wealth Management is a leading finance institution located at 15 West Afton Avenue in Yardley, Pennsylvania, United States. With a team of experienced financial advisors, JRB Wealth Management provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, JRB Wealth Management offers tailored solutions to meet your needs. Trust JRB Wealth Management to guide you towards financial success and security.

MFA Wealth is a reputable finance and insurance agency located at 650 Washington Road in Pittsburgh, Pennsylvania, United States. Our experienced team of professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies and comprehensive insurance solutions. With a focus on integrity and customer service, MFA Wealth is committed to providing top-notch financial guidance and protection to individuals and families in the Pittsburgh area. Contact us today to learn how we can help you secure your financial future.

Clairton Works Federal Credit Union, located at 600 State Street in Clairton, Pennsylvania, is a financial institution that was founded by employees of USS Clairton Works in 1936. Originally established to provide financial assistance to co-workers when traditional banks would not lend to those in need, the credit union continues to uphold this legacy today. The institution is currently holding elections for three Board seats, with nomination forms available at the office. Members in good standing can sign a petition to nominate themselves or another member for a position on the Board of Directors. The credit union is proud to serve its members and invites anyone interested in learning more about their operations to visit the office and meet the staff. Clairton Works Federal Credit Union is committed to providing a safe and secure environment for members' savings, with accounts insured up to $250,000 by the NCUA, a US government agency. Equal Housing Lender.

Metro Advisor Group LLC is a finance institution located in Pittsburgh, Pennsylvania. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals. We offer a wide range of services including investment management, retirement planning, and estate planning. Our personalized approach sets us apart from other financial institutions, as we take the time to understand each client's unique financial situation and tailor our services to meet their specific needs. Visit us at 1700 North Highland Road to learn more about how Metro Advisor Group LLC can help you secure your financial future.

Twigg Financial Inc is a leading finance institution located at 80 Parkwood Drive in Chambersburg, Pennsylvania, United States. With a strong reputation for providing expert financial services, Twigg Financial Inc is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, our team of experienced professionals is here to help. Trust Twigg Financial Inc to provide you with personalized and comprehensive financial solutions tailored to your specific needs. Visit us today to learn more about how we can help you secure your financial future.

Financial Consulate is a finance institution located at 1302 Proline Place in Gettysburg, Pennsylvania, United States. We believe that you deserve a solid financial plan that aligns with your values and goals, giving you the freedom to focus on what matters most in life. As life moves quickly, we understand that time spent with loved ones is the greatest reward, and wealth can provide the opportunity to deepen relationships and build a lasting legacy. Our team follows an ethical standard held by less than 1% of financial advisors in the US as members of the National Association of Professional Financial Advisors (NAPFA). Our mission is to help our clients alleviate the stress of money management so they can spend more time building relationships. With a dedication to integrity and education, we strive to create strong client relationships and improve financial management. Your customized financial management plan includes a comprehensive process to ensure that your financial situation supports your values and goals. At Financial Consulate, you will have a long-lasting partnership with financial planners who support your aspirations for a fulfilling life.

Merrill Lynch Financial Advisor Suzanne D Hayes is a dedicated and experienced finance professional located at 1108 Kennebec Drive in Chambersburg, Pennsylvania. With over four decades of experience, Suzanne is committed to building strong relationships with her clients and helping them make important financial decisions. She specializes in crafting personalized financial strategies for high net worth families, small businesses, and organizations, with a focus on wealth accumulation and management tailored to each client's unique goals. Suzanne holds a Bachelor of Science in Mathematics and is passionate about helping individuals and couples plan for a prosperous retirement and create a lasting legacy for future generations or charities. As a Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management, Suzanne offers personalized investment planning services to help clients achieve their financial goals. She believes in the power of listening to her clients' needs and priorities, and works closely with them to develop a financial approach that reflects their personality and life priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, Suzanne is dedicated to helping her clients achieve their financial goals and navigate changes in the market and in their lives. Contact Merrill Lynch Financial Advisor Suzanne D Hayes today to start planning for your financial future.

Counsel Trust Company is a trusted financial institution located in York, Pennsylvania, United States. As a reputable bank, we provide a wide range of financial services to our clients, including wealth management, investment advice, and trust services. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. At Counsel Trust Company, we prioritize transparency, integrity, and personalized service to ensure the best possible outcomes for our clients. Trust us to be your partner in financial success.

Edward Jones is a trusted financial institution located at 1331 South 7th Street in Chambersburg, Pennsylvania. As a leading provider of financial services, Edward Jones offers personalized investment solutions and expert advice to help individuals achieve their financial goals. With a commitment to building long-term relationships with clients, Edward Jones strives to provide comprehensive financial planning and investment management services. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Patricia Hegberg - Thrivent is a finance institution located at 256 Frederick Street in Hanover, Pennsylvania, United States. As a branch of Thrivent Financial, Patricia Hegberg offers a range of financial services to help individuals and families plan for their future. With a focus on holistic financial planning and personalized advice, clients can trust in Patricia Hegberg's expertise to help them achieve their financial goals. Whether it's retirement planning, investment strategies, or insurance solutions, Patricia Hegberg is dedicated to providing quality financial guidance to the Hanover community.

Cole M Brillhart is a financial advisor at Ameriprise Financial Services, LLC located at 3995 East Market Street, York, Pennsylvania, United States. Cole 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. These certifications demonstrate Cole's expertise in asset management, estate planning, retirement planning, investment management, and other financial planning areas. Cole is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethics and professionalism, Cole is committed to helping clients achieve their financial goals and secure their financial future.

Margaret George School and Child Care Center, located at 491 Allendale Road in King of Prussia, Pennsylvania, is a nurturing and inclusive institution dedicated to providing child care and preschool programming for children ages six weeks to six years old. Our outdoor classroom area allows children ages one to six to learn and play in a nature-based environment, fostering their development and creativity. As a Keystone STAR Center for over twelve years, we offer quality early learning programs led by certified teachers and staff. Our holistic approach focuses on social skills, emotional intelligence, mindfulness, and physical and intellectual development, ensuring each child feels at home and can express themselves fully. Our child-centric lesson plans encourage deep and meaningful play, while embracing unique personalities, cultural backgrounds, and developmental levels. Founded in 1996 by Paula Cosden and now led by Victoria Spencer and Duc Nguyen, Margaret George School continues to uphold a legacy of kindness and care while incorporating modern tactics and enriched outdoor environments. Our dedicated team of teachers and staff respond to each child's needs and abilities, promoting self-esteem, respect, and comfort in a safe learning environment.

Alicea-Macalin Myrna I is a health institution located at 1201 Langhorne Newtown Road in Langhorne, Pennsylvania, United States. Our providers utilize the MyChart Patient Portal, an online platform that allows patients to access their health information, schedule appointments, request referrals, and more. St. Mary Medical Center, where Alicea-Macalin Myrna I is located, is a 371-bed hospital serving families in Bucks County and surrounding communities. Recognized as one of America's 100 Best Hospitals for three consecutive years, St. Mary offers advanced treatments, emergency services for adults and children, inpatient facilities, and health and wellness programs.

Team Health East/ SMMC: Dooley Shawn M is a health institution located at 1201 Langhorne Newtown Road in Langhorne, Pennsylvania, United States. Our providers utilize the MyChart Patient Portal, allowing patients to access their health information, lab results, medication refills, referrals, and schedule appointments and mammograms online. St. Mary Medical Center, a 371-bed hospital serving families in Bucks County and nearby communities, has been recognized as one of America's 100 Best Hospitals for three consecutive years. Offering advanced treatments, emergency services for adults and children, inpatient facilities, and health and wellness programs, St. Mary was named a Best Regional Hospital by U.S. News & World Report for 2023-24. Our outpatient services focus on advanced wound management, innovative treatments, and oxygen therapies with personalized treatment plans for optimal patient outcomes. With a legacy of compassion and commitment, inspired by the Sisters of St. Francis, St. Mary Medical Center continues to evolve and grow to meet the healthcare needs of the community, serving nearly 630,000 residents of Bucks County.

Meadowlark Vocal Studio, located at 350 South Main Street in Doylestown, Pennsylvania, is a renowned institution with a rich history in Bucks County. Founded by Deborah Prischmann Gryniewicz, M.M., the studio has been providing exceptional vocal instruction for over 20 years. In 2013, Laurel Hessler-Orlando took over as director, continuing the legacy of excellence and dedication to helping students reach their musical potentials. At Meadowlark Vocal Studio, students receive personalized training in vocalization, breathing, music theory, and more. Director Laurel Hessler-Orlando, a member of the National Association of Teachers of Singing, focuses on fostering healthy vocal development and communication skills in each student. With a Bachelor of Music in voice from the Wheaton College Conservatory of Music, Laurel brings a wealth of experience to her teaching.

The Center for Social and Urban Research @PittCSUR, located at 3343 Forbes Avenue in Pittsburgh, Pennsylvania, is a research institution affiliated with the University of Pittsburgh. Established in 1972, the center serves as a valuable resource for researchers and educators in the social and behavioral sciences. With a focus on addressing regional and national policy issues, the center develops interdisciplinary research programs to tackle current domestic policy challenges. The center offers a range of services, including the acquisition and management of secondary data, operating as the National RRT Center on Family Support, and managing the Western PA Regional Data Center (WPRDC). In memory of colleagues Greg Six and Don Musa, the center continues to uphold their legacy by conducting high-quality research and providing valuable resources to the University community.

Covenant Insurance Group is a trusted insurance agency located at 3621 East Market Street in York, Pennsylvania, United States. With offices across Pennsylvania, we are dedicated to providing the highest level of service and a variety of coverage options with a personal, friendly touch from our local agents. Our mission is to passionately understand the needs of our clients and build partnerships centered on them. We take pride in keeping our promises and ensuring that our clients are well taken care of. Whether you are a first-time homeowner, growing your family, a senior looking for senior care plans, a business owner, or involved in a ministry or house of worship, we are here to guide you through your insurance journey. At Covenant Insurance Group, we truly care about our clients and are committed to helping them find peace of mind and protection.

Estate Solution Planners is a finance institution located at 8331 Edinboro Road in Erie, Pennsylvania, United States. They specialize in providing comprehensive estate planning services to help individuals and families secure their financial future. With a team of experienced financial planners, Estate Solution Planners offers personalized solutions tailored to each client's unique needs and goals. Whether you are looking to protect your assets, minimize taxes, or plan for the transfer of wealth to future generations, Estate Solution Planners can help you navigate the complexities of estate planning with confidence and peace of mind. Contact them today to schedule a consultation and start planning for a secure financial future.

Krisuk, Bruno & Associates - Ameriprise Financial Services, LLC is a financial institution located at 212 Enclave Drive in New Castle, Pennsylvania, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states, providing personalized financial planning services. During the initial consultation, we discuss your financial goals and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are committed to helping you achieve your goals. Please visit our website or FINRA’s BrokerCheck website for more information. We value referrals and appreciate the opportunity to help your friends and family members with their financial needs. Contact us today to schedule a meeting and start planning for your financial future. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring that your investments are protected.

Centauri Advisory Group, Inc. is a reputable finance institution located at 310 South Main Street in Zelienople, Pennsylvania, United States. With a team of experienced financial advisors, Centauri Advisory Group offers a wide range of services including investment management, retirement planning, estate planning, and more. Their personalized approach to financial planning ensures that each client receives tailored solutions to help them achieve their financial goals. Trust Centauri Advisory Group to provide expert guidance and support for all your financial needs.

Harper & Hodge is a reputable financial institution located at 1221 3rd Street in Beaver, Pennsylvania, United States. With a strong commitment to providing top-notch financial services, Harper & Hodge offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Their experienced team of financial experts is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, Harper & Hodge is here to assist you every step of the way. Visit their office today to learn more about how they can help you manage and grow your finances.

FamilyWealth Management Group is a premier financial institution located in Sewickley, Pennsylvania. Our team of experienced financial advisors is dedicated to helping families and individuals manage their wealth and achieve their financial goals. We offer a wide range of services, including investment management, retirement planning, estate planning, and more. At FamilyWealth Management Group, we prioritize personalized service and tailor our recommendations to each client's unique needs and objectives. Visit us at 2200 Georgetown Drive to learn how we can help you secure your financial future.

True Wealth Design is a finance institution located at 2591 Wexford Bayne Road in Sewickley, Pennsylvania, United States. Our mission is to help our clients live better lives through smarter financial planning. We specialize in retirement, tax, and investment planning, providing complete integration of your financial life to give you clarity and confidence in pursuing your dreams while protecting your family's future. At True Wealth Design, we prioritize transparency and always act in your best interests as fiduciaries. Our team of highly credentialed professionals, including CFP®, CFA®, and CPA advisors with over 5 years of experience, are dedicated to providing you with objective advice and robust planning tailored to your unique financial goals.

Compass Wealth Management is a premier financial institution located at 2605 Nicholson Road in Sewickley, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help clients achieve their unique goals and secure their financial future. Whether you are planning for retirement, investing for the future, or seeking wealth management services, Compass Wealth Management is committed to guiding you in the right direction. Contact us today to schedule a consultation and take the first step towards financial success.