Financial advisor for professionals in Philadelphia, PA
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Joe Dailey - State Farm Insurance Agent
● ClosedJoe Dailey - State Farm Insurance Agent is a trusted insurance agency located at 201 Chester Pike, Norwood, Pennsylvania, United States. Serving State Farm customers since 1986, Joe Dailey is a Crystal Excellence Agent and Life Honor Agent with a BS/BA in Management from Bloomsburg University of Pennsylvania. With a focus on providing personalized service, Joe and his team offer free quotes on auto insurance, home insurance, and a variety of other insurance products. Licensed in Pennsylvania, Delaware, and New Jersey, they serve the Philadelphia 5 County Area including Delco, Philly, Chester, Montgomery, and Bucks Counties. At Joe Dailey - State Farm Insurance Agent, the team is dedicated to helping clients protect themselves and their families. They offer valuable tips on avoiding drunk driving, preparing emergency kits, and preventing data breaches. With a focus on customer safety and security, they remind clients not to include sensitive personal information in their communications.
201 Chester Pike, Norwood, PA 19074, United States -
Melanie Tanner - Mortgage Loan Officer
● OpenMelanie Tanner - Mortgage Loan Officer is a reputable finance institution located at 3735 Walnut Street in Philadelphia, Pennsylvania, United States. With years of experience in the industry, Melanie Tanner offers expert advice and guidance to clients seeking mortgage loans. Whether you are a first-time homebuyer or looking to refinance, Melanie Tanner is dedicated to helping you navigate the complexities of the mortgage process with ease. Trust Melanie Tanner - Mortgage Loan Officer to provide personalized service and competitive rates for all your mortgage needs.
3735 Walnut St, Philadelphia, PA 19104, United States -
First Commonwealth Insurance
● OpenFirst Commonwealth Insurance is a trusted insurance agency located at 654 Philadelphia Street in Indiana, Pennsylvania. We specialize in providing a wide range of insurance products and services to meet the needs of our customers. Whether you are looking for auto, home, life, or business insurance, our team of experienced agents is here to help you find the right coverage at the right price. As part of the First Commonwealth family, we are committed to providing excellent customer service and personalized insurance solutions. Visit us today to see how we can help protect what matters most to you.
654 Philadelphia St, Indiana, PA 15701, United States -
Catlos Larry A CLU ChFC CFP MSFS
● OpenCatlos Larry A CLU ChFC CFP MSFS is a prestigious finance and lawyer institution located at 674 Philadelphia Street in Indiana, Pennsylvania, United States. With a team of highly qualified professionals, including Certified Life Underwriters (CLU), Chartered Financial Consultants (ChFC), Certified Financial Planners (CFP), and Masters of Science in Financial Services (MSFS), they offer expert financial planning and legal services to their clients. Whether you are looking for retirement planning, estate planning, or investment advice, Catlos Larry A CLU ChFC CFP MSFS is dedicated to helping you achieve your financial goals with personalized and comprehensive strategies.
674 Philadelphia St, Indiana, PA 15701, United States -
Farmers Insurance - Shirish Kokatay
● ClosedFarmers Insurance - Shirish Kokatay is an insurance agency located at 1008 East Philadelphia Avenue, Gilbertsville, Pennsylvania, United States. As a local Farmers® Insurance agent in Eagleville, PA, Shirish Kokatay is dedicated to educating customers on insurance and finding the coverage that best fits their needs. With over 80 years of experience, Farmers® offers a variety of insurance products including auto, home, business, renters, life, condo, and recreational insurance. Customers can also benefit from multi-line insurance discounts and personalized insurance packages. For those looking to secure their financial future, Farmers Insurance and Financial Services offers professional guidance in building a solid financial plan. Stop by for a cup of coffee and review your current coverage with Shirish Kokatay, or call for more information and to get a quote.
1008 E Philadelphia Ave, Gilbertsville, PA 19525, United States -
Mark Ziegler - State Farm Insurance Agent
● ClosedMark Ziegler - State Farm Insurance Agent is a reputable insurance agency located at 86 Bethlehem Pike in Philadelphia, Pennsylvania. Mark Ziegler, a proud Philly native, is dedicated to serving his local community by offering a range of insurance products tailored to meet the unique needs of his clients. Whether you are a renter, a homeowner, a small business owner, or someone looking to protect their loved ones with life insurance, Mark and his team are here to help. With a background in competitive running, Mark brings a strong work ethic and commitment to excellence to his insurance practice. He and his team are committed to providing exceptional customer service and professional support to all their clients. From auto insurance to special needs trusts, Mark Ziegler - State Farm Insurance Agent offers comprehensive solutions to help you manage the risks of everyday life and achieve your financial goals.
86 Bethlehem Pike Ste 1, Philadelphia, PA 19118, United States -
Torri Insurance Agency, LLC
● ClosedTorri Insurance Agency, LLC is a reputable insurance agency located at 214 Fairmount Avenue in Philadelphia, Pennsylvania. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have the knowledge and expertise to help you find the right coverage at competitive rates. Trust Torri Insurance Agency, LLC to protect what matters most to you.
214 Fairmount Ave, Philadelphia, PA 19123, United States -
John DeGirolamo Jr - State Farm Insurance Agent
● ClosedJohn DeGirolamo Jr - State Farm Insurance Agent is a trusted insurance agency located at 421 Central Avenue in Pennsylvania, United States. Led by lifelong Philadelphia area resident John DeGirolamo, the agency is dedicated to providing personalized care and exceptional customer service. The team of assistants, including Karen, Gabby, and Viki who speaks Spanish, are committed to helping clients make informed decisions about their insurance and financial needs. The agency offers a wide range of insurance services including State Farm Auto insurance, Home insurance, Business insurance, Life insurance, Renters insurance, and more. Servicing areas such as Cheltenham, Abington, Jenkintown, and the Philadelphia Metro area, the agency is available 24/7 via phone, video, email, or text to assist clients with their insurance needs.
421 Central Ave Rear, Cheltenham, PA 19012, United States -
Farmers Insurance - Vita Walker
● ClosedFarmers Insurance - Vita Walker is a local insurance agency located at 1525 West Dauphin Street, Philadelphia, Pennsylvania, United States. As a lifelong Pennsylvania resident, Vita Walker takes pride in serving the Philadelphia community and surrounding areas. The agency focuses on providing exceptional customer service and ensuring that each client is well-informed about their coverage options. Located in the Nix and Nix Event Center, the agency offers personalized and straightforward assistance to help clients choose the most comprehensive and cost-effective insurance solutions. Vita Walker specializes in a range of insurance products, including auto, home, life, renters, business, condo, and recreational insurance. They also provide financial services to help clients build a solid financial plan for the future. Vita Walker is dedicated to helping clients protect their assets and loved ones through tailored insurance packages.
1525 W Dauphin St, Philadelphia, PA 19132, United States -
Jerry Gregory - State Farm Insurance Agent
● ClosedJerry Gregory - State Farm Insurance Agent is an insurance agency located at 2999 Welsh Road in Philadelphia, Pennsylvania, United States. Conveniently situated just 1/4 mile up Holme Ave (near Nazareth Hospital) on Holme Circle, with additional parking available in the 7-11 parking lot. At Jerry Gregory - State Farm Insurance Agent, we provide valuable information on important topics such as the dangers of drunk driving, rideshare driver insurance options, and the necessity of GAP insurance when buying a car. Our mission is to help individuals manage everyday risks, recover from unexpected events, and achieve their dreams.
2999 Welsh Rd ste a, Philadelphia, PA 19152, United States -
Gregg Englebreth - State Farm Insurance Agent
● ClosedGregg Englebreth - State Farm Insurance Agent is a trusted insurance agency located at 14450 Bustleton Avenue in Philadelphia, Pennsylvania. With 24 years of experience, the agency offers personalized insurance plans to fit your budget. They have two convenient locations in Northeast Philadelphia and Bucks County, where licensed representatives can assist with auto insurance, homeowners insurance, life insurance, and more. The agency also offers virtual appointments for added convenience. Serving customers in Pennsylvania, New Jersey, Delaware, Maryland, Ohio, and New York, the agency is committed to providing efficient and professional service. Whether you're looking to protect your car, home, or family, Gregg Englebreth and his team are dedicated to helping you find the right coverage for your needs. Contact them today for a personalized insurance plan from the top-rated insurance company in America.
14450 Bustleton Ave, Philadelphia, PA 19116, United States -
Joe Ems - State Farm Insurance Agent
● ClosedJoe Ems - State Farm Insurance Agent is an insurance agency located at 3358 Grant Avenue in Philadelphia, Pennsylvania. Joe Ems, a State Farm agent since 1988, is a proud graduate of Holy Family University and a former member of The United States Marine Corps. He is also actively involved in supporting his community, including local schools and various charities. At Joe Ems - State Farm Insurance Agent, customers can receive guidance on important topics such as the dangers of drunk driving, the importance of having the right insurance coverage for hosting parties, and the unique cyber security risks associated with cloud computing. The agency offers life insurance and annuities through State Farm Life Insurance Company, and pet insurance products through American Pet Insurance Company and ZPIC Insurance Company.
3358 Grant Ave, Philadelphia, PA 19114, United States -
Allstate Insurance: Jason Wong
● ClosedAllstate Insurance: Jason Wong is an insurance agency located at 6441 Frankford Avenue in Philadelphia, Pennsylvania. With a focus on providing quality insurance solutions to individuals and businesses, Jason Wong and his team offer a range of insurance products including auto, home, life, and business insurance. Their personalized approach and commitment to customer service make them a trusted choice for insurance needs in the Philadelphia area. Visit Allstate Insurance: Jason Wong for expert advice and reliable coverage options.
6441 Frankford Ave, Philadelphia, PA 19135, United States -
Nationwide Insurance: Daniel J Mcginley
● ClosedNationwide Insurance: Daniel J McGinley is an insurance agency located at 7106 Torresdale Avenue in Philadelphia, Pennsylvania. They offer a variety of insurance products including auto, commercial, farm, financial, home, powersports, and human services insurance. The agency works with Nationwide to provide customizable policies that are easy to understand, ensuring that policyholders have the coverage they need. For auto insurance, they start with liability coverage and then offer options for collision and comprehensive coverage with appropriate deductibles and optional features. Discounts are available for safe drivers with the right safety features installed.
7106 Torresdale Ave, Philadelphia, PA 19135, United States -
Jeff L. Weaver - Mortgage Broker
● ClosedJeff L. Weaver - Mortgage Broker is a finance institution located at 600 Eagleview Boulevard in Exton, Pennsylvania, United States. The Weaver Team at this institution offers a top-notch home loan experience for borrowers in the Greater Philadelphia areas. With a team of knowledgeable professionals, they strive to exceed customers' expectations with passion, attention to detail, and the highest standard of customer service. The Weaver Team's mission is to create raving fans among their clients, providing them with unparalleled service and support throughout the mortgage process.
600 Eagleview Blvd #300, Exton, PA 19341, United States -
Activate Wealth
● ClosedActivate Wealth is a finance institution located at 2400 Market Street in Philadelphia, Pennsylvania, United States. We are a fee-only financial planning firm that specializes in providing comprehensive planning services to busy working professionals in their late 20s to early 40s. Our clients have a strong desire to enjoy their life and money now while also planning for the future. At Activate Wealth, we understand that as a busy professional, saving time is essential. With a growing career and complex financial decisions to make, it can be challenging to manage it all. That's where we come in - we help you make decisions that grow your wealth for the future while allowing you to live wealthy today.
2400 Market St No. 200, Philadelphia, PA 19103, United States -
The Calabretta Group - Morgan Stanley
● OpenThe Calabretta Group at Morgan Stanley is a premier financial institution located in York, Pennsylvania. With a commitment to providing top-notch financial services, our team of experienced professionals offers personalized investment strategies to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, we are here to provide expert guidance and support. Visit us at 221 West Philadelphia Street to learn more about how The Calabretta Group at Morgan Stanley can help you secure your financial future.
221 W Philadelphia St Ste 301, York, PA 17401, United States -
Samir S Parikh - Morgan Stanley
● OpenSamir S Parikh - Morgan Stanley is a finance institution located at 221 West Philadelphia Street in York, Pennsylvania, United States. Specializing in financial services, they offer a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized advice and guidance to help clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Samir S Parikh - Morgan Stanley is dedicated to helping you navigate the complexities of the financial world.
221 W Philadelphia St Ste 301, York, PA 17401, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 682 Philadelphia Street, Indiana, Pennsylvania, is a finance institution dedicated to making a significant difference in people's lives through wealth planning strategies. The branch offers retirement income planning, access to philanthropic services through Bank of America, and a personalized wealth planning process. The dedicated team takes the time to understand clients' priorities, goals, and financial needs to create a comprehensive framework for addressing financial challenges. The branch is committed to providing exceptional client service and satisfaction, while also giving back to the community through volunteerism and charitable outreach. As a Merrill client, you have access to industry-skilled advisors, investing insights, and a disciplined wealth planning platform to help you pursue your financial and life goals. Whether you are a seasoned advisor or looking to become one, Merrill Lynch offers professional training, mentoring, and technology to support your career growth. With a wide range of resources and services, Merrill Lynch Wealth Management is dedicated to helping clients achieve their unique financial goals and navigate the complexities of the market.
682 Philadelphia St, Indiana, PA 15701, United States -
Rebecca Wise - Thrivent
● ClosedRebecca Wise - Thrivent is a financial institution located at 11 East Philadelphia Avenue in Boyertown, Pennsylvania, United States. With a strong capital position in the industry, our mission sets us apart. We believe that money is a tool, not a goal, and strive to provide comprehensive financial guidance that reflects your goals and values. Whether you need help with retirement planning or protecting your loved ones, we can work together to develop a financial strategy that makes your money work for you. Appointments are available in Boyertown, Easton, Lansdale, and virtually through Zoom. Licensing information can be found on your State Insurance Department's website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice.
11 E Philadelphia Ave, Boyertown, PA 19512, United States -
Legacy Planning Partners
● ClosedLegacy Planning Partners, located at 228 West Gay Street in West Chester, Pennsylvania, is a finance institution dedicated to helping clients manage their global affairs so they can focus on the relationships that matter most. Our team of professionals is committed to working with you towards financial success. We have been recognized as one of the Forbes Best-In-State Wealth Management Teams in 2024 and our advisors have also been honored by Forbes and the Philadelphia Business Journal for their outstanding performance. Securities and advisory services are offered through Commonwealth Financial Network®, and our advisors are registered or licensed to conduct business in specific states. Our goal is to provide valuable information and support to our clients, helping them make informed decisions about their financial future. Visit our website for more information about our awards and services.
228 W Gay St, West Chester, PA 19380, United States -
Legacy Planning Partners
● ClosedLegacy Planning Partners is a finance institution located at 600 West Germantown Pike, Plymouth Meeting, Pennsylvania, United States. Our team is dedicated to helping you manage your global affairs so you can focus on the relationships that matter most. We are a group of professionals committed to working with you towards financial success. Our accolades include being recognized as one of the Forbes Best-In-State Wealth Management Teams in 2024, as well as being named in the 2023 Forbes Best-In-State Wealth Advisors list. We were also featured in the 2023 Philadelphia Book of Lists Money Managers. Securities and advisory services are offered through Commonwealth Financial Network®, and our Financial Advisors are registered or licensed in the states they operate in. Please note that information on this site is for informational purposes only. Contact us to learn more about how we can help you achieve your financial goals.
600 W Germantown Pike Suite 261, Plymouth Meeting, PA 19462, United States -
Stedmark Partners at Janney Montgomery Scott
● ClosedStedmark Partners at Janney Montgomery Scott is a leading financial institution located at 1717 Arch Street in Philadelphia, Pennsylvania, United States. Specializing in providing comprehensive financial services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to personalized service and a strong track record of success, Stedmark Partners is a trusted partner for individuals and businesses seeking expert financial guidance. Contact us today to learn more about how we can help you secure your financial future.
1717 Arch St 21st floor, Philadelphia, PA 19103, United States -
Zenith Wealth Partners
● ClosedZenith Wealth Partners is a finance institution located at 2400 Market Street in Philadelphia, Pennsylvania, United States. Our mission is to trailblaze a new approach to wealth management by offering financial planning and impact investment management services. We believe in empowering our clients to reach new heights and live a life they love by leveraging their money as a tool for achieving their best life. As a fee-only, fiduciary, independent financial planning and investment management firm, we provide quality and relatable financial advice without a minimum requirement. Our team of Certified Financial Professionals (CFP®) works with clients nationwide to deliver tailored advice and help them implement a unique game plan to manage their money and maximize their lifestyle.
2400 Market St #216, Philadelphia, PA 19103, United States -
Logan Circle Partners
● OpenLogan Circle Partners is a finance institution located at 1717 Arch Street, Philadelphia, Pennsylvania, United States. Institutional investors rely on MetLife Investment Management for expertise in Public Fixed Income, Private Capital, and Real Estate. With a focus on delivering strong, risk-adjusted returns, Logan Circle Partners creates tailored portfolio solutions by understanding client objectives and goals. The institution has a long history of originating private debt and offers actionable insights through whitepapers, articles, and reports from analysts. In December 2022, Logan Circle Partners finalized the acquisition of Affirmative Investment Management (AIM), enhancing their ESG investment capabilities. With a disciplined approach and deep asset class experience, Logan Circle Partners is committed to building strong relationships and delivering on unique investment needs. The institution has been recognized as one of Pensions & Investments' Best Places to Work in Money Management. Contact a professional at Logan Circle Partners to learn more about their services and offerings.
1717 Arch St #15, Philadelphia, PA 19103, United States -
Barrister
● OpenBarrister is a finance and insurance agency located at 1515 Market Street in Philadelphia, Pennsylvania, United States. As fiduciaries, we always put your needs first and strive to educate and solve problems for our clients. Founded in 2010 by Charles, a CERTIFIED FINANCIAL PLANNER™ practitioner and attorney, Barrister offers personalized financial planning, investment management, and risk management services. Our team of experienced financial planners will work with you to create a customized financial model to help you achieve your goals. Whether you are a small business owner, medical professional, executive, or individual in need of financial guidance, Barrister is here to help. Contact us today to take the first step towards a brighter financial future.
1515 Market St Suite 1050, Philadelphia, PA 19102, United States -
Leon L Levy Associates
● OpenLeon L Levy Associates is a reputable finance institution located at 1818 Market Street in Philadelphia, Pennsylvania, United States. With a focus on providing top-notch financial services and advice, Leon L Levy Associates is dedicated to helping clients achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or wealth management services, the experienced professionals at Leon L Levy Associates are here to assist you every step of the way. Trust in their expertise and commitment to excellence for all your financial needs.
1818 Market St, Philadelphia, PA 19103, United States -
Peer Executive Groups
● ClosedPeer Executive Groups is a leading institution in the finance industry, located at 230 South Broad Street in Philadelphia, Pennsylvania, United States. We specialize in creating and delivering business analysis groups for long-lasting groups of business owners. Our extensive network of subject matter experts, facilitators, and industry vendors/suppliers allows us to provide unparalleled support and guidance to our members. At Peer Executive Groups, we believe in the power of peer-driven collaboration and support. Our bi-annual meetings with 10-12 peers serve as a “board of advisors” for business owners, helping them navigate strategic and operational challenges. By aligning business owners with like-minded peers striving towards similar goals, we aim to increase business success and bottom line growth.
230 S Broad St 17th floor, Philadelphia, PA 19102, United States -
Irus Corporation
● ClosedIrus Corporation is a leading finance institution located at 923 Marlborough Street in Philadelphia, Pennsylvania, United States. With a strong reputation for excellence in financial services, Irus Corporation provides a wide range of financial solutions to individuals and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, loans, or financial planning, Irus Corporation is committed to providing personalized service and expert guidance to help you make informed decisions. Visit Irus Corporation today to experience the difference in financial services.
923 Marlborough St, Philadelphia, PA 19125, United States -
Aized Gill
● OpenAized Gill is a respected finance institution located at 9353 Krewstown Road in Philadelphia, Pennsylvania, United States. With a strong reputation for providing top-notch financial services, Aized Gill offers a wide range of financial solutions to meet the needs of individuals, businesses, and organizations. The institution is known for its knowledgeable staff, excellent customer service, and commitment to helping clients achieve their financial goals. Whether you are looking for investment advice, loan options, or wealth management services, Aized Gill is dedicated to providing you with expert guidance and support. Visit us today to see how we can help you secure your financial future.
9353 Krewstown Rd, Philadelphia, PA 19115, United States
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