TOP 30 Financial advisor for future planning in North East, Pennsylvania

10 results found

Thrivent Financial-Lutherans is a Fortune 500 financial services institution located at 11131 East Law Road, North East, Pennsylvania, United States. They believe in providing everyone with a financial plan they can be confident about, starting with the right financial advisor. Their services include matching clients with resources based on their financial concerns, creating personalized strategies to help achieve goals, and offering a free virtual coaching service called Money Canvas™ to build healthier money habits. Whether you are just starting out, building a foundation, or nearing retirement, Thrivent's financial advisors are there to help you navigate life's challenges and opportunities. They offer charitable planning options and generosity programs to help clients give back to their communities. With $162 billion in assets under management/advisement, Thrivent is rated by AM Best, Moody’s Investors Service, and S&P Global Ratings.

North Star Strategic Wealth Partners is a leading financial institution located in Pittsburgh, Pennsylvania. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. From investment planning to retirement strategies, we offer a wide range of services tailored to meet the individual needs of each client. Visit us at 3000 McKnight East Drive to learn more about how we can help you navigate the complexities of the financial world and secure your financial future.

Rocco Stigliano: Primerica - Financial Services is a reputable finance and insurance agency located at 112 North Courtland Street in East Stroudsburg, Pennsylvania, United States. With a strong focus on providing quality financial services to individuals and families, Rocco Stigliano and his team offer a wide range of products and solutions to help clients achieve their financial goals. Whether you are looking for investment advice, insurance coverage, or retirement planning, Rocco Stigliano: Primerica - Financial Services is dedicated to providing personalized and professional assistance to meet your needs. Contact them today to learn more about how they can help you secure your financial future.

Edward Jones - Financial Advisor: Eli Nelson is a trusted financial institution located at 69 East Main Street in North East, Pennsylvania. As a dedicated finance professional, Eli Nelson provides personalized financial advice and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Eli Nelson is committed to providing expert guidance and support every step of the way. Visit our office today to learn more about our comprehensive financial services and how we can help you secure a brighter financial future.

Edward Jones - Financial Advisor: Joellen T Nelson, AAMS™ is a reputable financial institution located at 69 East Main Street in North East, Pennsylvania, United States. Specializing in providing personalized financial planning and investment services, Joellen T Nelson, AAMS™ is dedicated to helping individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can expect expert guidance and support in navigating the complexities of the financial market. Contact Edward Jones - Financial Advisor: Joellen T Nelson, AAMS™ today to start your journey towards a secure financial future.

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.

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.

Easter Seals Western and Central Pennsylvania is a leading nonprofit organization dedicated to achieving full equity, inclusion, and access for individuals with disabilities. With over 105 years of service, Easter Seals has been a cornerstone in enriching education, enhancing health, expanding employment opportunities, and elevating community support. Our Mission: