TOP 30 Financial advice for retirement in Wilkes-Barre, Pennsylvania

30 results found

Financial Growth Partners is a leading finance and insurance agency located at 1140 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. Whether you are looking for investment advice, insurance coverage, or retirement planning services, we are here to provide personalized solutions tailored to your specific needs. Trust Financial Growth Partners to be your partner in financial success.

Merrill Lynch Financial Advisor Stacey A Wyandt, located at 600 Baltimore Drive, Wilkes-Barre, Pennsylvania, United States, is dedicated to managing your wealth with a deep understanding of your financial picture. Stacey Wyandt can help create a flexible strategy tailored to your goals, with access to investment insights from Merrill and banking solutions from Bank of America. With over 20 years of experience, Stacey is passionate about building strong client relationships based on trust and personalized service. By utilizing tools like Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, Stacey can help you develop a financial approach that reflects your unique needs and priorities. Whether you're planning for retirement, saving for a home, or funding a child's education, Stacey is committed to helping you achieve your goals. Reach out to Stacey Wyandt for personalized advice and guidance on managing your wealth and pursuing your financial aspirations.

Merrill Lynch Financial Advisor Ronald Douglas Coltrane, located at 600 Baltimore Drive in Wilkes-Barre, Pennsylvania, is committed to helping you manage your wealth with a personalized approach tailored to your unique financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Ronald Coltrane can help you create a flexible strategy that adapts to changing market conditions. As a part of the Merrill Lynch tradition of community involvement, Ronald Coltrane volunteers his time with organizations in the local community, demonstrating a commitment to serving others. Through the Merrill Personal Wealth Analysis™ process, he can work with you to build a personalized plan centered on your goals and aspirations, providing advice and guidance to help you achieve financial success.

Kevin J Krugel - Financial Advisor, Ameriprise Financial Services, LLC, located at 100 Wilkes-Barre Boulevard in Wilkes-Barre, Pennsylvania, offers personalized financial advice, investments, and solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Kevin J Krugel can assist in saving for major purchases or meeting current financial needs. Background and qualification information can be found on FINRA's BrokerCheck website, and clients can access the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure for additional information. Kevin J Krugel may only conduct securities business in states where properly registered, as listed on FINRA's BrokerCheck website. The institution provides an initial consultation to discuss financial planning concepts and does not guarantee future financial results. Clients can rely on the Ameriprise Financial Website Rules and Regulations for terms of use, and Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Referrals are welcome, and clients can expect to hear from Kevin J Krugel soon to discuss their financial goals.

Mark Katarsky - Financial Advisor at Ameriprise Financial Services, LLC, located at 100 Wilkes-Barre Boulevard in Wilkes-Barre, Pennsylvania, offers a wide range of financial services to meet the needs of individuals and businesses. Mark Katarsky holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, investment strategies, estate planning, and retirement planning. With a focus on ethical practices and continuing education, Mark Katarsky is committed to providing comprehensive financial advice to his clients. Whether you are planning for retirement, managing investments, or navigating complex financial decisions, Mark Katarsky can help guide you towards a secure financial future.

Chancellor Financial Group is a leading finance institution located at 60 Public Square in Wilkes-Barre, Pennsylvania, United States. With a team of experienced financial experts, Chancellor Financial Group offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Chancellor Financial Group is dedicated to providing personalized solutions to meet your needs. Trust Chancellor Financial Group to help you navigate the complexities of the financial world and secure a prosperous future.

Ed Katarsky - Ameriprise Financial Services, LLC is a finance institution located at 100 Wilkes-Barre Boulevard in Wilkes-Barre, Pennsylvania, United States. They offer a wide range of financial services and certifications to help individuals with their asset management, retirement planning, estate planning, and investment needs. The institution provides services such as the AAMS™ certification, ADPA™ designation, AEP® designation, AIF® designation, APMA™ designation, AWMA℠ certification, Behavioral Financial Advisor certification, CAP® designation, CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist designation, Chartered Financial Consultant® designation, Chartered Special Needs Consultant certification, Certified Investment Management Analyst® designation, Certified Kingdom Advisor® designation, Certified in Long-Term Care program, and Chartered Life Underwriter Designation®. The institution also provides training for Certified Military Financial Advisor® designation to serve veterans and military personnel. With a focus on ethics and expertise, Ed Katarsky - Ameriprise Financial Services, LLC aims to provide comprehensive financial planning services to individuals and families.

Meridian Financial Associates is a reputable finance institution located at 1140 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. With a commitment to providing top-notch financial services, Meridian Financial Associates offers a wide range of financial solutions tailored to meet the needs of individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Meridian Financial Associates is dedicated to helping you achieve your financial goals. Trust in Meridian Financial Associates for expert guidance and personalized service in the world of finance.

Merrill Lynch Financial Advisor Mathew D Shaffer is a finance institution located at 600 Baltimore Drive, Wilkes-Barre, Pennsylvania, United States. The institution is part of the Youngman, Rosenthal & Shaffer Wealth Management Group and is supported by the global resources of Merrill. The team of advisors at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The advisors have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. With over 145 years of combined experience, the team at Youngman, Rosenthal & Shaffer Group is committed to helping clients achieve their financial goals, whether it's planning for retirement, funding education, purchasing a home, or estate planning. The advisors take the time to ask questions and listen carefully to understand each client's unique financial situation and goals. Together, they design and implement a customized wealth management plan to help clients pursue their personal financial goals while managing investment risk.

Sharif Financial Services is a reputable accounting and finance institution located in Wilkes-Barre, Pennsylvania, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. From tax preparation and bookkeeping to financial planning and investment management, we are dedicated to helping our clients achieve their financial goals. Trust Sharif Financial Services for all your accounting and finance needs.

Bankers Life is a finance, health, and insurance agency located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, Washington National Insurance Company, and partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. Planning for long-term care is crucial as healthcare costs rise, and our team is here to help you prepare for the future. We are currently recruiting agents, managers, and investment professionals who are passionate about helping others achieve financial security in retirement. Our award-winning training programs and flexible schedules provide a path to success in your local branch office. Join us at Bankers Life and achieve more in your career.

St. Nicholas FCU is a trusted financial institution located at 254 South Washington Street in Wilkes-Barre, Pennsylvania. As a credit union, we are dedicated to serving our members with personalized banking services and competitive financial products. From savings and checking accounts to loans and mortgages, we strive to help our members achieve their financial goals. Our friendly staff is committed to providing exceptional customer service and helping our members make the most of their money. Visit us today to experience the difference of banking with St. Nicholas FCU.

Cross Valley Federal Credit Union is a trusted financial institution located at 640 Baltimore Drive in Wilkes-Barre, Pennsylvania. As a member-owned cooperative, we are dedicated to providing personalized banking services and competitive financial products to our community. Our mission is to help our members achieve their financial goals and build a secure future. Join us today and experience the benefits of banking with a local credit union that puts your needs first.

Community Bank, N.A. is a full-service financial institution located at 350 Liberty Plaza in Wilkes-Barre, Pennsylvania, United States. We offer a wide range of banking and finance services, including ATMs, loans, lines of credit, and more. When you refer a friend to open a checking account with us, you can receive a $10 eGift card as a thank you. Our goal is to provide the highest level of customer service and help you achieve your financial goals.

United One is a reputable finance and insurance agency located at 280 North Sherman Street in Wilkes-Barre, Pennsylvania. With a commitment to providing top-notch financial services and insurance products, our expert team is dedicated to helping individuals and businesses secure their future. Whether you are looking for investment advice, insurance coverage, or retirement planning, United One is here to guide you every step of the way. Trust us to protect your assets and help you achieve your financial goals.

Lewis, Litwinsky, & Associates of the Princeton Group is a reputable finance and insurance agency located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania. With a commitment to providing top-notch financial and insurance services to individuals and businesses, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Lewis, Litwinsky, & Associates of the Princeton Group is here to provide personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure your financial future.

Patrick Lenahan - Morgan Stanley is a leading finance institution located in Wilkes-Barre, Pennsylvania. As part of the renowned Morgan Stanley brand, we provide top-notch financial services to our clients, helping them achieve their financial goals and secure their future. Our team of experienced professionals at 1065 Pennsylvania 315 is dedicated to providing personalized financial advice and investment strategies tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Patrick Lenahan - Morgan Stanley is here to help you every step of the way.

Wells Fargo Advisors is a finance institution located at 1230 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. As a trusted name in the financial industry, Wells Fargo Advisors offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced advisors, they provide personalized financial planning, investment management, and wealth management solutions. Whether you are looking to build your portfolio, plan for retirement, or save for the future, Wells Fargo Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Robert Phillips - Morgan Stanley is a prestigious finance institution located at 1065 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. With a strong reputation for excellence in financial services, Robert Phillips - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. The team of experienced professionals at this institution is dedicated to providing personalized guidance and tailored strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets, Robert Phillips - Morgan Stanley is committed to delivering top-notch financial advice and services.

Jamie Dileo, Bankers Life Agent is an insurance agency located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania. As a dedicated Bankers Life agent, Jamie Dileo offers personalized insurance solutions to help individuals and families protect their financial future. With a focus on providing excellent customer service and expert advice, Jamie Dileo is committed to helping clients find the right insurance coverage to meet their needs. Contact Jamie Dileo, Bankers Life Agent today to learn more about the insurance options available.

Noah Byerly, Bankers Life Agent is an insurance agency located at 613 Baltimore Drive in Wilkes-Barre Township, Pennsylvania, United States. The agency offers a variety of insurance products and services to meet the needs of individuals and families in the area. With a team of experienced professionals, including Patricia Borger, Alec Bradican, Darryl Cariati, and many others, Noah Byerly, Bankers Life Agent provides personalized and reliable insurance solutions. Whether you are looking for life insurance, retirement planning, or other financial services, the dedicated team at this institution is committed to helping you protect and secure your future. Visit Noah Byerly, Bankers Life Agent today for expert advice and assistance with all your insurance needs.

Peter Williams, Bankers Life Agent is an insurance agency located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania. As a trusted representative of Bankers Life, Peter Williams provides personalized insurance solutions to help individuals and families protect their financial future. With a focus on life insurance, long-term care insurance, and retirement planning, Peter Williams is dedicated to helping clients navigate the complexities of insurance and secure their financial well-being. Contact Peter Williams, Bankers Life Agent today to learn more about their services and how they can help you achieve peace of mind.

Scott Mangan, Bankers Life Agent is an established insurance agency located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania. As a dedicated Bankers Life agent, Scott Mangan provides personalized insurance solutions to meet the unique needs of individuals and families. With a commitment to excellence and customer service, Scott Mangan helps clients navigate their insurance options and secure the coverage they need for peace of mind. Whether you are looking for life insurance, retirement planning, long-term care insurance, or other insurance products, Scott Mangan is here to assist you every step of the way. Contact Scott Mangan, Bankers Life Agent today to learn more about how he can help you protect your future.

Colin Legg, Bankers Life Agent is an insurance agency located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania, United States. As a trusted representative of Bankers Life, Colin Legg provides expert advice and personalized insurance solutions to help individuals and families protect their financial futures. With a focus on customer service and professionalism, Colin Legg is dedicated to helping clients navigate the complexities of insurance and make informed decisions to secure their assets and loved ones. Contact Colin Legg, Bankers Life Agent today for reliable and comprehensive insurance coverage.

Zakeya Walker, Bankers Life Agent in Wilkes-Barre, Pennsylvania, offers a range of insurance options from top companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As an insurance sales representative, Zakeya Walker can help you navigate the complexities of Medicare Advantage plans and long-term care coverage. With a focus on planning for the future, Zakeya Walker is dedicated to helping clients make informed decisions about their insurance needs. Visit the office at 613 Baltimore Drive to start planning your next steps today.

Amethyst Keeler, Bankers Life Agent is an insurance agency located at 613 Baltimore Drive, Wilkes-Barre, Pennsylvania, United States. Our team of agents offers a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients compare Medicare Advantage plans to find the best coverage for their needs. As the need for long-term care continues to grow, we are here to help you plan for the future and have important discussions with your loved ones. Contact us today to start planning for your next steps in securing your financial future.

Diamond City Partnership is a finance institution located at 4 Public Square in Wilkes-Barre, Pennsylvania, United States. As a leading financial institution in the area, Diamond City Partnership offers a wide range of financial services to individuals and businesses. With a team of experienced professionals, they provide personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Diamond City Partnership is dedicated to providing top-notch service and expertise. Visit them today to see how they can help you secure your financial future.

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 ESSA Bank & Trust - Your Trusted Financial Partner in East Stroudsburg Located at 75 Washington Street, East Stroudsburg, Pennsylvania, ESSA Bank & Trust is committed to providing comprehensive banking and financial services to our community. As a full-service bank, we offer a range of solutions including personal and business banking, commercial lending, and financial advisory services. Our convenient ATM services ensure you have access to your funds whenever you need them.

Welcome to ESSA Bank & Trust, your trusted partner in banking, finance, and community service located at 5120 Milford Road, East Stroudsburg, Pennsylvania. At ESSA, we pride ourselves on offering a wide range of financial services, including personal and business banking, commercial lending, and financial advisory services through our subsidiary, ESSA Advisory Services, LLC. Our commitment to convenience and security means that even when our corporate offices and branches are closed for holidays like Labor Day, our online banking and mobile apps remain available 24/7 to meet your banking needs. We understand the importance of staying safe online and offer resources to help you navigate the digital world securely.