TOP 30 Federal and state tax advice in Pennsylvania

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Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC Located at 313 N Market St, New Wilmington, PA 16142, Victoria Whelan serves as an Associate Financial Advisor at Ameriprise Financial Services, LLC. Specializing in a wide range of financial services, Victoria is dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies.

Victoria Whelan is an esteemed Associate Financial Advisor affiliated with Ameriprise Financial Services, LLC. Located in the heart of New Wilmington, PA, Victoria offers a comprehensive suite of financial advisory services designed to address the unique needs of individuals and small business owners. Her expertise spans a wide range of financial planning and investment strategies, backed by several prestigious certifications and designations.Certifications and Expertise:1. Accredited Asset Management Specialist℠ (AAMS™): - Victoria adheres to a strict code of ethics and has successfully completed coursework focused on applying investment concepts to real-world scenarios, including asset allocation, estate planning, and insurance products.2. Accredited Domestic Partnership Advisor™ (ADPA™): - Specializes in wealth transfers, federal taxation, retirement planning, and end-of-life financial needs for domestic partners. Victoria has passed a rigorous examination that evaluates her ability to synthesize complex financial concepts.3. Accredited Estate Planner® (AEP®):

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

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

Brian L Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC, is a distinguished financial advisory business located at 3438 PA-208 Ste 2, New Wilmington, PA 16142, United States. Specializing in a wide array of financial services, Brian L Taylor offers expert guidance tailored to meet the unique needs of individuals, retirees, and small business owners. With a strong commitment to ethical practices and continuing education, Brian L Taylor holds multiple certifications that underscore his expertise in various financial domains. The AAMS™ certification signifies proficiency in asset management, investment strategies, and estate planning, ensuring clients receive informed advice on asset allocation and investment opportunities. As an Accredited Domestic Partnership Advisor™ (ADPA™), Brian is well-versed in wealth transfers, federal taxation, and financial planning for domestic partners, addressing complex financial and medical needs.

The Schmitt Evancho Wealth Management Group, located at 1605 Carmody Ct Suite 200, Sewickley, PA 15143, is a distinguished financial services business committed to providing exceptional wealth management solutions. As part of RBC Wealth Management, the firm is renowned for its long-standing heritage of financial integrity, strength, and stability, backed by high credit ratings and a robust balance sheet. The group emphasizes proactive risk management and maintains a strong liquidity position to ensure the security and growth of their clients' investments. Led by seasoned professionals Jeffrey Schmitt and William Evancho, both of whom are registered to conduct business across numerous states including AZ, CA, FL, NY, and TX, the team offers a comprehensive suite of financial services. These services include investment management and insurance products, which, while not FDIC insured, are designed to align with clients' financial goals and risk profiles. Through an affiliation with City National Bank, the group also offers banking products and services, ensuring a holistic approach to financial planning.

Amber Housholder at Guaranteed Rate Affinity (NMLS #125836) is a trusted financial service provider located at 20510 Rte 19 Suite 101, Cranberry Twp, PA 16066, United States. Specializing in mortgage solutions, Amber Housholder offers expert advice to help clients find the right mortgage tailored to their needs. With a focus on competitive rates and fast approvals, clients can secure their dream homes with options starting as low as 3% down. Amber Housholder provides a variety of loan options to overcome down payment obstacles, including grants and programs from federal and local governments aimed at promoting homeownership. Clients can choose from VA loans, FHA loans, and USDA loans, which require down payments ranging from 0-10%.

Principal Financial Group, located in the heart of Pittsburgh at the Federated Tower, is your trusted partner in navigating the complexities of finance and insurance. Our mission is to help you protect what matters most, ensuring that your loved ones and your financial future are secure no matter what life throws your way.Services: - Insurance Protection: Safeguard your life and wages to ensure your loved ones can continue thriving even during uncertain times. - Investment Guidance: Feel confident about your investments with tailored advice that aligns with your long-term goals, whether it's retirement, education, or other significant milestones.

At Roger LePage's Guaranteed Rate Affinity office, we specialize in providing tailored mortgage solutions to help you achieve your homeownership dreams. Located conveniently in Sewickley, PA, we are dedicated to offering the right advice and competitive edge you need to purchase the home you desire.

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.

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.

Muhlenkamp & Company, Inc. is a distinguished financial services firm located in Wexford, Pennsylvania. We specialize in managing the Muhlenkamp Fund, an investment vehicle designed to help individuals and institutions achieve their financial goals through prudent and strategic investing. Investment Philosophy:

MGL Wealth Management Group of Janney Montgomery Scott is a premier financial services firm located at PPG Place, 1, Suite 2200, in the heart of Pittsburgh, PA. Specializing in comprehensive wealth management, this distinguished group offers a wide array of financial solutions tailored to meet the diverse needs of individuals, families, and businesses. Their expert team is dedicated to providing personalized financial planning, investment management, retirement strategies, and estate planning services. With a commitment to excellence and a client-centric approach, MGL Wealth Management Group leverages the extensive resources and research capabilities of Janney Montgomery Scott to deliver insightful and strategic financial advice. Whether you are looking to grow your assets, plan for retirement, or secure your financial future, their experienced advisors are equipped to guide you through every step of your financial journey.

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

Ralph G Powell III is a distinguished Private Wealth Advisor affiliated with Ameriprise Financial Services, LLC, located in Monroeville, PA. With a comprehensive suite of certifications and designations, Ralph G Powell III offers expert financial advisory services tailored to meet the diverse needs of clients, ranging from individuals and families to retirees and small business owners.

Welcome to Jerry Barkley - RBC Wealth Management Financial Advisor, a cornerstone of financial expertise and personalized service located in the heart of Pittsburgh at PPG Place. As part of The Georgi/Barkley Group, we are dedicated to upholding the highest standards of integrity and professionalism in our client relationships. Our mission is to thoroughly understand your unique financial situation and provide you with top-tier information, services, and products to help you achieve your financial goals.

At Merrill Lynch, Financial Advisor Andrew "Drew" Morrison and the Kish Morrison Group are dedicated to providing comprehensive wealth management services tailored to meet the unique needs of each client. Located in the heart of Pittsburgh, PA, our team offers insights on market trends and strategies to navigate potential opportunities and risks, all within a quick 15-minute consultation.Our Philosophy:We believe true wealth management extends beyond mere investment. Our holistic approach focuses on designing financial strategies that align with your most important goals, not just for your lifetime, but for generations to come. Whether you are accumulating wealth or looking to preserve it, we provide personalized attention and high-touch service to both high-net-worth clients and the emerging affluent. Core Principles:- Investment Manager Selection: We choose managers with consistent, favorable risk-adjusted returns and a tenure of five to ten years or more. - Asset Allocation: We believe asset allocation is the most crucial determinant of long-term investment returns. - Market Timing: We do not attempt to time the markets.

William J Young is a seasoned financial advisor associated with Ameriprise Financial Services, LLC, situated in Pleasant Hills, PA. With a comprehensive array of certifications and designations, William J Young offers expert financial guidance tailored to meet the diverse needs of his clients, ranging from individual investors to small business owners. His office, located at 70 Old Clairton Rd, serves as a hub for personalized financial planning and advisory services.Certifications and Expertise:1. AAMS™ (Accredited Asset Management Specialist): - Requires adherence to a code of ethics. - Coursework includes asset allocation, investment strategies, estate planning, and insurance products. - Certification examination covers real-world applications of asset management.2. ADPA™ (Accredited Domestic Partnership Advisor™):

Merrill Lynch Private Wealth Advisor Derek S. Jancisin, located at 600 Grant St, 49th Floor, Pittsburgh, PA, is dedicated to empowering prosperity and simplifying wealth management for a select clientele. Our mission is to transform complex financial landscapes into seamless, straightforward pathways, ensuring a legacy of stability and growth. We work closely with individuals, families spanning multiple generations, business owners, and executives, using a goals-based wealth management approach to put our clients at the center of every personalized strategy.

At Merrill Lynch Financial Advisor Michelle Kish, we pride ourselves on providing expert financial advice and comprehensive wealth management services to individuals and families in all stages of their financial journey. Located in the heart of Pittsburgh, PA, our team at the Kish Morrison Group believes that true wealth management extends beyond mere investment strategies. We adopt a holistic approach to help you design financial plans that are aligned with your most significant life goals, not just for your lifetime but for generations to come.Our Philosophy: Our investment philosophy is grounded in core principles that prioritize risk-adjusted returns, long-term asset allocation, and tax efficiency. We carefully select investment managers with consistent performance records and emphasize a total return approach that includes both price appreciation and income generation. We avoid market timing and focus on creating strategies that are resilient and adaptable.Services Offered:

Merrill Lynch Private Wealth Advisor Gennaro R DiSilvio is dedicated to empowering prosperity and simplifying wealth for a select clientele. Located in the heart of Pittsburgh, PA, our office on the 49th floor of 600 Grant St is a beacon of financial expertise and personalized service. We specialize in transforming complex financial landscapes into seamless, straightforward pathways, ensuring a legacy of stability and growth for individuals, families, business owners, and executives.

At The Georgi/Barkley Group, we uphold the highest standards of integrity and professionalism in our relationships with our clients. Located in the heart of Pittsburgh at PPG Place, our firm is dedicated to understanding your unique financial situation and providing tailored information, services, and products to help you achieve your financial goals. Our team’s individual strengths and experiences combine to ensure that we remain client-driven, client-focused, and client-committed.

Welcome to Pennstar Bank, your trusted financial partner in the heart of Newfoundland, Pennsylvania. Conveniently located at 1008 Main Street, our bank is dedicated to providing personalized and comprehensive financial services to individuals, families, and businesses in the community. At Pennstar Bank, we understand the importance of personalized service and are committed to helping you achieve your financial goals. Whether you're looking to open a savings account, apply for a mortgage, or plan for your future, our knowledgeable and friendly staff are here to assist you every step of the way.

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

Welcome to 2 New Falls Center, your premier destination for electronics and home goods in Levittown, Pennsylvania. Conveniently located at 4405 New Falls Road, we pride ourselves on offering a diverse selection of high-quality products that cater to all your home and technology needs. At 2 New Falls Center, you'll find an extensive range of electronics, from the latest gadgets and devices to essential home appliances that make everyday living more comfortable and enjoyable. Our expert staff is always on hand to provide personalized service and knowledgeable advice, ensuring you find exactly what you're looking for.

Welcome to Thom Estilow, your trusted local government office located at 93 Old York Road, Jenkintown, Pennsylvania. We are dedicated to serving the community with integrity, transparency, and efficiency. Our office provides a range of essential services designed to meet the needs of residents and businesses in the area. Whether you need assistance with permits, zoning, public records, or any other municipal matters, our knowledgeable and friendly staff is here to help. We are committed to fostering a thriving community by ensuring that local government services are accessible and responsive. Visit us today and experience the commitment to excellence that defines Thom Estilow.

Welcome to Fidelity Bank, your trusted partner in financial services located at 101 South 3rd Street, Easton, Pennsylvania. As a leading provider in banking, finance, and ATM services, we are committed to meeting your financial needs with excellence and personalized care. Whether you're managing your day-to-day banking or planning for the future, our team is here to support you every step of the way. At Fidelity Bank, we offer a comprehensive range of services, including personal and business banking, loans, mortgages, and investment opportunities. Our convenient ATM services provide easy access to your funds whenever you need them. Additionally, we are proud to offer advanced digital tools like the Fidelity Mobile Banking App and Online Banking, designed to simplify your financial management.

Welcome to Fidelity Bank, your trusted partner in banking and finance, located at 101 South 3rd Street, Easton, Pennsylvania. At Fidelity Bank, we are dedicated to empowering our community by providing exceptional financial services that help make Easton a better place to live, work, play, and pray. We are proud to announce our strong mortgage lending market share results for 2023, reflecting our commitment to being the best bank for our clients. Our personalized approach to banking ensures that each client receives the attention and support they deserve, just like the Itterly family, who had a remarkable lending experience with us.

Welcome to BB&T Insurance Services, your trusted partner in navigating the complexities of insurance and financial services. Conveniently located at 2000 Sullivan Trail, Easton, Pennsylvania, our agency is committed to providing exceptional service and tailored solutions to meet your individual needs. As a proud affiliate of Truist Financial Corporation, we offer a comprehensive range of services designed to help you achieve your financial goals. Our offerings include banking products such as loans and deposit accounts, expertly managed by Truist Bank, Member FDIC. For those seeking trust and investment management services, Truist Bank and Truist Delaware Trust Company are at your service.