The 30 Best Family legacy planning in Philadelphia, Pennsylvania

Baird Private Wealth Management is a finance institution located at 4 Sentry Parkway in Blue Bell, Pennsylvania, United States. With a focus on providing personalized investment and wealth management services, Baird is committed to helping individuals and families achieve their financial goals. Their team of experienced advisors offers tailored solutions to help clients navigate the complexities of the financial market and build a secure financial future. With a strong reputation for excellence and integrity, Baird Private Wealth Management is a trusted partner for those seeking expert financial guidance.

Tuan Nguyen is a finance institution located at 100 Front Street, Conshohocken, Pennsylvania, United States. We are dedicated to helping clients achieve their grandest visions by providing thoughtful financial plans that adapt to their evolving needs at every stage of wealth. Our team offers expert guidance to empower decision making, seamless financial management for families and futures, and a full suite of financial solutions through our extensive network. We prioritize stability for today and future generations, intelligent community investment, and bespoke investment strategies tailored to each client's financial objectives. With access to a sophisticated platform of traditional and alternative investments, as well as private investment opportunities, our clients receive comprehensive financial planning services for individuals and institutions. Through our curated Rockefeller Lifestyle Advisory partners, clients can enjoy exclusive experiences and concierge services to focus on what matters most. Led by a private advisor, our dedicated team assists with everything from day-to-day finances to creating and implementing long-term financial plans. We offer a range of trust services, including fiduciary oversight, account management, and assistance with distributions and bill-pay services. Our goal is to not only meet immediate financial needs, but also to help clients achieve their passions, desired lifestyle, and legacy goals. With a focus on trust and honest advice, we aim to support clients in maximizing their success and achieving financial security.

Penn Capital Management is a leading finance institution located at 1200 Intrepid Avenue in Philadelphia, Pennsylvania. With a strong reputation for expertise and integrity, Penn Capital Management offers a wide range of financial services to individual and institutional clients. Their team of experienced professionals is dedicated to providing personalized investment solutions tailored to meet the unique goals and objectives of each client. Whether you are looking to grow your wealth, plan for retirement, or manage risk, Penn Capital Management is committed to helping you achieve financial success.

C&N Wealth Management is a finance institution located at 465 North Main Street in Doylestown, Pennsylvania, United States. Our Doylestown office, conveniently situated outside of Philadelphia, offers expert investment management services to help strengthen your business with the right solutions. Our friendly team can assist with trusts, wills, estate planning, retirement planning, and more. Katie Sellers, a Mortgage Loan Originator at C&N in the Doylestown Branch, brings over two decades of mortgage lending experience to her role. With a BS in Business Administration & Finance from Gwynedd Mercy University and previous experience at PNC Bank, Katie is dedicated to helping clients with residential mortgage loans to buy, build, or refinance their homes. She has achieved the prestigious President's Club multiple times for her outstanding sales and client satisfaction.

Myriah Farrare is a reputable finance institution located at 1835 Market Street in the vibrant city of Philadelphia, Pennsylvania, United States. With a strong commitment to providing top-notch financial services, Myriah Farrare is dedicated to helping clients achieve their financial goals and secure their future. Our team of experienced professionals offers personalized advice and expert guidance to assist individuals and businesses in managing their finances effectively. Trust Myriah Farrare for all your financial needs and experience peace of mind knowing your money is in capable hands.

Brian Berlin - TD Wealth Financial Advisor is a finance institution located at 2231 Cottman Avenue, Philadelphia, Pennsylvania, United States. As a part of TD Wealth®, a business of TD Bank N.A., the institution offers a wide range of banking, lending, investment, and trust services to its clients. Securities and investment advisory services are available through TD Private Client Wealth LLC, a registered investment adviser and broker-dealer. Additionally, Epoch Investment Partners, Inc. provides investment management services to TD Wealth clients. TD Investment Services (US) is an offering of TD Private Client Wealth, LLC, providing access to non-bank products and services. TD Automated Investing and TD Automated Investing Plus are digital platform offerings, while High Net Worth and TD Investment Services (US) are managed account offerings. TD Wealth Management Services Inc., an insurance agency, offers insurance products to clients. Please read the Legal Disclaimers for more information.

Rachael Ferraro is a finance institution located at 100 Front Street, Conshohocken, Pennsylvania, United States. At Rachael Ferraro, we understand that life's grandest visions require thoughtful plans. Our team is dedicated to meeting the dynamic needs of each client, adapting to their unique challenges at every stage of wealth. We empower your decision-making with expert guidance and provide seamless financial management for your family and future. Our network delivers a full suite of financial solutions to ensure stability for today and your family's future. We help you invest intelligently in your community and offer bespoke investment strategies aligned with your financial objectives.

Edward R. Plachter - Morgan Stanley is a renowned finance institution located at 1650 Market Street in Philadelphia, Pennsylvania, United States. With a strong reputation for providing top-notch financial services, they specialize in wealth management, investment banking, and asset management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Trust Edward R. Plachter - Morgan Stanley for all your financial needs.

Dr. Robert M. Cardinale, MD is a healthcare institution located at 1201 Langhorne Newtown Road in Langhorne, Pennsylvania, United States. Our providers utilize the MyChart Patient Portal to offer secure online access to your health information, lab results, medication refills, referrals, and appointment scheduling, including mammograms. St. Mary Medical Center, a 371-bed hospital, has been serving families in Bucks County and surrounding communities for generations. Recognized as one of America's 100 Best Hospitals for three consecutive years, St. Mary offers advanced non-invasive treatments, emergency services for adults and children, inpatient medical and rehabilitation facilities, and various health and wellness programs.

Welcome to The Daily, located at 699 N Broad St, Philadelphia, PA 19123, in the historic Divine Lorraine Hotel. Founded in June 2017 by Natalie Maronski and DEL (Robert Del Femine), The Daily is not just a cafe, restaurant, and store; it is a vibrant intersection of food, music, and culture. The Divine Lorraine, an iconic and historically registered site, was the first racially integrated hotel in America. Although it had been vacant and stripped down to its foundational bones since its origins in 1892, Natalie and DEL saw an opportunity to breathe new life into this storied building. The Daily offers a curated experience that honors the rich history of its location while providing a contemporary space for the community to gather and enjoy delicious food, eclectic music, and a unique cultural atmosphere. Whether you're stopping by for a morning coffee, a delightful meal, or to explore our carefully selected store items, The Daily promises an experience that melds the past with the present in a truly unique setting.

Brian E. Dalton, MD, is a highly esteemed doctor located at 120 E 2nd St #401, Erie, PA 16507. Renowned for his compassionate care and exceptional medical expertise, Dr. Dalton has garnered an impressive Patient Satisfaction Rating, reflecting the positive experiences of those he treats. Patients consistently praise Dr. Dalton and his dedicated team for their thoroughness, professionalism, and genuine concern for patient well-being.

James A. Garfield Monument Location: XRF5 HR, Philadelphia, PA 19130, United States

At Lanap & Implant Center, we understand the importance of exceptional dental care, which is why patients from all over the country travel far and wide to visit our state-of-the-art facility. Located in Montoursville, PA, our practice was the first in the United States to place zirconium implants, setting a high standard in dental innovation and care.

Dr. William Lamb: A Legacy of Compassionate Care Located at 20630 Rte 19 #101, Cranberry Twp, PA 16066, United States, Dr. William Lamb's practice has been a cornerstone of healthcare in the community. Specializing in internal medicine, Dr. Lamb is certified by both the American Board of Internal Medicine and the American Osteopathic Board of Internal Medicine. He serves as a clinical associate professor of medicine at the University of Pittsburgh School of Medicine, imparting his extensive knowledge to future generations of physicians.

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:

Welcome to ESSA Bank & Trust, your trusted financial partner located at 975 Pennsylvania 390, Cresco, Pennsylvania. We are a full-service bank dedicated to providing exceptional banking services to individuals, businesses, and communities throughout the region. As a Member FDIC institution, we offer a wide range of deposit products and financial services tailored to meet your needs. At ESSA Bank & Trust, we understand the importance of convenience and accessibility. While our corporate offices and branches will be closed in observance of Labor Day on Monday, September 2, 2024, our online banking and mobile apps remain available 24/7 to assist you with your banking needs anytime, anywhere.

Welcome to Cohen Todd I DDS, your trusted dental practice located at 240 Middletown Boulevard, Langhorne, Pennsylvania. As a dedicated provider of dental and health services, we are committed to ensuring your oral health and overall well-being. Our practice is proud to utilize the MyChart Patient Portal, offering you a secure and convenient online platform to access your health information. Through MyChart, you can easily view lab results, request medication refills, schedule appointments, and manage referrals—all from the comfort of your home. At Cohen Todd I DDS, we are part of the esteemed St. Mary Medical Center community, a 373-bed hospital renowned for its exceptional care and service. St. Mary Medical Center has been recognized as one of America's 100 Best Hospitals for three consecutive years and was named a Best Regional Hospital by U.S. News & World Report for 2023-24. This affiliation allows us to offer our patients access to advanced non-invasive treatments, comprehensive emergency services for both adults and children, and a wide range of supportive health and wellness programs.

Welcome to Greenmount Cemetery, a serene and historic resting place located at 4301 North Front Street, Philadelphia, Pennsylvania. Established with a commitment to providing a tranquil and respectful environment, Greenmount Cemetery offers a place of solace and reflection for families and loved ones. Our beautifully landscaped grounds provide a peaceful setting for remembrance and honor, featuring well-maintained pathways and a variety of memorial options to celebrate and preserve the legacies of those who have passed. At Greenmount Cemetery, we understand the importance of preserving memories and offer a range of services to accommodate diverse needs and traditions. Whether you are planning in advance or in immediate need of our services, our compassionate and experienced staff is here to assist you with care and professionalism. We are dedicated to ensuring that every detail is handled with the utmost respect and attention, providing a comforting experience during a difficult time.

Welcome to New Cathedral Cemetery Located at 3900 North Front Street, Philadelphia, Pennsylvania, New Cathedral Cemetery offers a serene and respectful resting place that honors your Catholic beliefs and personal values. We understand that planning for the future can be daunting, but it is a meaningful step that ensures your wishes are respected and your loved ones are spared the burden of decision-making during a difficult time.

Welcome to the PFD Administration Building, located at 240 Spring Garden Street, Philadelphia, Pennsylvania. As a vital part of the Philadelphia Fire Department (PFD), we are dedicated to ensuring the safety and well-being of our community around the clock. As the largest fire department in Pennsylvania, we pride ourselves on having one of the busiest EMS divisions in the nation. Our dedicated team of professionals is committed to fighting fires, providing emergency medical treatment, and conducting rescues from dangerous situations. With 63 stations housing our engines, ladders, and ambulances across the city, we are always ready to respond swiftly to any emergency.

Welcome to Charles Mason Marker, a historic cemetery located in the heart of Philadelphia, Pennsylvania. Situated at 001N030102, Philadelphia, PA 19106, our cemetery is a serene and respectful resting place that honors the legacy of those who have come before us. As a cornerstone of the community, Charles Mason Marker offers a tranquil environment for reflection and remembrance amidst beautifully maintained grounds. Our dedicated team is committed to providing compassionate care and support to families during their times of need. We offer a range of services to ensure that every detail is handled with dignity and respect. Whether you are visiting a loved one, exploring the rich history of our grounds, or seeking information on our services, we are here to assist you.

Welcome to The Dead Fleet: Unveiling the Forgotten History of Philadelphia's Maritime Past Discover the enigmatic allure of The Dead Fleet, an intriguing piece of Philadelphia's maritime history nestled along the Delaware River at 78 South Pierce Street. This local gem, situated just north of Pier 78 in the vibrant Pennsport neighborhood, offers a unique window into the past, where the remnants of once-majestic ships reveal tales long forgotten.

Welcome to Oakland Cemetery, a serene and historic resting place nestled in the heart of Philadelphia, Pennsylvania. Established as a cornerstone of our community, Oakland Cemetery offers a peaceful and dignified environment where families can honor and remember their loved ones. Our beautifully landscaped grounds provide a tranquil setting for reflection and remembrance, featuring mature trees, meticulously maintained lawns, and serene pathways. At Oakland Cemetery, we are committed to providing compassionate and professional service to all who visit. Our dedicated team is here to assist with a range of services, including traditional burials, cremation options, and personalized memorials. We understand the importance of preserving memories and offer various options to commemorate the lives of those who have passed.

Welcome to Knights of Pythias Greenwood Cemetery, a serene and historic resting place located in the heart of Philadelphia, Pennsylvania. Situated at 930 Adams Avenue, our cemetery offers a peaceful sanctuary for reflection and remembrance amidst the bustling city. Established with a commitment to honor and preserve the memories of those who have passed, Knights of Pythias Greenwood Cemetery provides a dignified setting for families to pay tribute to their loved ones. Our beautifully maintained grounds are a testament to our dedication to excellence and respect for tradition. We offer a range of burial options to suit diverse needs and preferences, ensuring a personalized and meaningful experience for every family. Whether you are planning in advance or at a time of need, our compassionate and professional staff are here to guide you through every step of the process with care and understanding.

Welcome to Saint Peter's Cemetery, a serene and historic resting place located in the heart of Philadelphia, Pennsylvania. Situated at 19134, our cemetery offers a peaceful and respectful environment for honoring and remembering loved ones. With its beautifully maintained grounds and tranquil atmosphere, Saint Peter's Cemetery provides a place of solace and reflection for families and friends. Our cemetery is committed to upholding the dignity and reverence that each individual deserves. We offer a range of burial options to accommodate diverse preferences and traditions, ensuring that every memorial is personalized and meaningful. Our dedicated staff is here to assist you with compassion and care, guiding you through the process with sensitivity and attention to detail.

Welcome to Har Nebo Cemetery and Monuments Located in the heart of Philadelphia at 6061 Oxford Avenue, Har Nebo Cemetery and Monuments has been a cornerstone of the community, offering a serene and respectful resting place for loved ones. Our cemetery is committed to providing a tranquil environment that honors the memories of those who have passed, while offering solace and comfort to family and friends.

Welcome to Amadorez Funeral Home LLC, a compassionate and dedicated funeral service provider located at 4292 Frankford Avenue, Philadelphia, Pennsylvania. At Amadorez Funeral Home, we understand the profound impact of losing a loved one, and our mission is to offer support, guidance, and care during these challenging times. Our experienced and empathetic team is committed to helping families honor the lives of their loved ones with dignity and respect. We offer a range of personalized funeral services, including traditional funerals, cremation services, memorial services, and pre-planning arrangements. Each service is tailored to meet the unique needs and wishes of the families we serve, ensuring a meaningful and memorable tribute.

Welcome to Most Holy Redeemer Cemetery, a serene and sacred resting place located in the heart of Philadelphia at 4268 Richmond Street, Pennsylvania. Established with a commitment to honoring and preserving the memories of loved ones, our cemetery provides a peaceful environment for reflection and remembrance. At Most Holy Redeemer Cemetery, we understand the importance of creating a dignified and tranquil setting for families and friends to visit and pay their respects. Our beautifully maintained grounds offer a variety of interment options, including traditional in-ground burials and cremation niches, ensuring that every family's needs are met with compassion and care.

Welcome to Cedar Hill Cemetery, a serene and historic resting place located at 5700 Frankford Avenue in Philadelphia, Pennsylvania. As a cornerstone of the community, Cedar Hill Cemetery offers a tranquil environment for reflection and remembrance. Our meticulously maintained grounds provide a respectful and beautiful setting to honor the memories of loved ones. At Cedar Hill Cemetery, we understand the importance of providing a peaceful atmosphere for families and friends to pay their respects. Our dedicated staff is committed to offering compassionate and professional services to meet your needs during difficult times. Whether you are planning in advance or require immediate assistance, we are here to support you with a range of options tailored to your preferences.

Welcome to River's Edge Memorial Center Inc., a serene and compassionate resting place located at 5100 Robbins Street, Philadelphia, Pennsylvania. As a distinguished cemetery serving the local community, we are dedicated to providing a peaceful and respectful environment for honoring the lives of loved ones who have passed. At River's Edge Memorial Center, we understand the importance of creating a lasting tribute that reflects the individuality and legacy of each person. Our meticulously maintained grounds offer a tranquil setting for reflection and remembrance, with beautifully landscaped gardens and thoughtfully designed memorial spaces.