Financial advisor near me in Franklin, Pennsylvania

The LIFE Financial Group, Inc. is a finance and health institution located at 978 Benjamin Franklin Highway in Douglassville, Pennsylvania, United States. Our team of Christian Financial Advisors are dedicated to helping families become even better financial stewards by providing comprehensive wealth planning that honors Biblical convictions and protects wealth. We offer investment planning, insurance planning, tax planning, and more to help you confidently prepare for the future and ensure your loved ones are secure. Additionally, we help clients leave a legacy and make a difference through various charitable giving options. Download our free devotional eBook for a 20 day study in stewardship, and sign up to receive helpful financial stewardship posts directly to your inbox. Our trusted financial advisors are here to assist you in planning for the future while maintaining your financial independence and honoring your beliefs. Visit our Northeast Headquarters in Douglassville or our Southwest Office in Chandler, Arizona to learn more about how we can help you achieve your financial goals.

BSI Financial Services Inc is a leading finance institution located at 314 South Franklin Street in Titusville, Pennsylvania, United States. With a strong focus on providing top-notch financial services to individuals and businesses, BSI Financial Services Inc offers a wide range of financial solutions including investment management, wealth planning, and retirement planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit BSI Financial Services Inc today to learn more about how they can help you reach your financial objectives.

Ashburn Advisors LLC is a financial consulting firm located at 120 Franklin Avenue in Scranton, Pennsylvania, United States. With a team of experienced advisors, Ashburn Advisors specializes in providing personalized financial planning and investment strategies to help clients achieve their long-term financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Ashburn Advisors is dedicated to providing expert guidance and support every step of the way. Contact us today to schedule a consultation and take the first step towards a more secure financial future.

Franklin Madison Advisors is a boutique private wealth management institution located at 2009 Mackenzie Way in Cranberry Township, Pennsylvania. Specializing in serving first-generation tech professionals, our team is dedicated to helping you establish a strong financial foundation to live your legacy. Led by founder Peter Donisanu, a first-gen wealth manager with over two decades of experience, we offer clear, concise fee-only wealth management services tailored to meet the unique needs of tech workers. Our comprehensive approach includes financial planning, investment management, advanced tax strategies, risk management, wealth preservation, legacy and estate planning, and more. We believe in empowering our clients to make a lasting impact on their families and communities, and we are committed to providing institutional-grade expertise with a personalized touch.

Ameriprise Financial is a finance institution located at 125 North Franklin Street in Titusville, Pennsylvania, United States. They offer personalized financial advice to help individuals reach their financial goals. Ameriprise prides itself on putting their clients and their goals at the center of everything they do, which has earned them recognition as the overall winner in the wealth manager category in the 2023 Kiplinger Readers' Choice Awards. What sets Ameriprise apart from other financial firms is their personalized and comprehensive approach that helps clients feel more confident about their financial futures. Clients can receive an initial complimentary consultation to see how Ameriprise can help them work towards their dreams and goals. With multiple safeguards in place to protect personal information, clients can feel secure knowing their financial advisor is looking out for their best interests. The financial advice provided by Ameriprise is tailored to each individual's goals, ensuring a personalized approach to financial planning. Clients can also refer friends and family to Ameriprise for a conversation about their financial needs. With background and qualification information available on FINRA's BrokerCheck website, clients can feel confident in the expertise and professionalism of Ameriprise Financial advisors.

Franklin Madison Advisors is a boutique private wealth management institution located in Pittsburgh, Pennsylvania. Specializing in serving first-generation tech professionals, the institution is committed to helping clients create lasting change through their financial decisions. With a family-oriented fiduciary first-gen wealth manager, Peter Donisanu, clients can expect clear and concise fee-only wealth management services tailored to their unique needs. The institution offers expertise in areas such as RSUs, GSUs, ISOs, NSOs, ESPP, and AMT, as well as advanced tax strategies, wealth preservation, and legacy planning. Franklin Madison Private Wealth takes a personalized approach to wealth management, aiming to empower first-gen tech professionals to make a lasting impact on their families and communities. With a focus on nurturing human capital and building enduring legacies, Franklin Madison Advisors is dedicated to helping clients achieve their financial goals and leave a lasting mark on the world.

Centennial Financial Group LLC is a reputable finance and insurance agency located at 227 Franklin Street in Johnstown, Pennsylvania, United States. With a strong focus on providing top-notch financial services and insurance solutions, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, insurance coverage, or any other financial services, Centennial Financial Group LLC is here to assist you every step of the way. Trust us to provide you with personalized solutions tailored to meet your specific needs and help secure your financial future. Visit us today at our convenient location in Johnstown or contact us to schedule a consultation.

Franklin Retirement Solutions is a finance institution located at 555 Business Center Drive in Horsham, Pennsylvania, United States. We specialize in creating holistic retirement strategies tailored to fit your unique financial situation. Our goal is to help you achieve the retirement of your dreams. By scheduling a meeting with us, you can discover what your ideal retirement looks like. Using the Franklin Retirement Solutions plan, we will carefully examine your current financial status and determine your retirement needs. You will receive a custom strategy designed to help you reach your specific retirement goals.

Edward Jones - Financial Advisor: Joseph N Headlee is a finance institution located at 2112 North Franklin Drive in Washington, Pennsylvania, United States. This establishment offers expert financial advice and services to help individuals and businesses achieve their financial goals. With a focus on personalized solutions and long-term financial planning, Joseph N Headlee and his team at Edward Jones are dedicated to providing top-notch financial guidance to their clients. Whether you are looking to invest, save for retirement, or plan for the future, Edward Jones - Financial Advisor: Joseph N Headlee is here to help you navigate the complex world of finance with confidence and peace of mind.

Edward Jones - Financial Advisor: Craig S Caldwell is a trusted financial institution located at 125 Franklin Street in Slippery Rock, Pennsylvania. As a dedicated financial advisor, Craig S Caldwell provides personalized financial planning services to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Craig S Caldwell is committed to helping clients navigate the complexities of investing and financial planning. Whether you are saving for retirement, planning for your child's education, or looking to grow your wealth, Craig S Caldwell is here to provide expert guidance and support every step of the way.

Edward Jones - Financial Advisor: Shelly Hartzell, AAMS™ is a reputable finance institution located at 1335 Liberty Street in Franklin, Pennsylvania, United States. As a knowledgeable and experienced financial advisor, Shelly Hartzell holds the prestigious AAMS™ designation, demonstrating her commitment to providing top-notch financial services to her clients. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Shelly Hartzell and the team at Edward Jones are dedicated to helping you achieve your financial goals. With a focus on personalized service and tailored financial solutions, Edward Jones - Financial Advisor: Shelly Hartzell, AAMS™ is a trusted partner in helping you secure your financial future.

Edward Jones - Financial Advisor: Christopher S Rakow, AAMS™ is a leading financial institution located at 1240 Liberty Street in Franklin, Pennsylvania, United States. As a trusted advisor, Christopher S Rakow, AAMS™ provides personalized financial planning services to help individuals and families achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, clients can feel confident in their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Christopher S Rakow, AAMS™ is dedicated to helping you navigate the complexities of the financial world.

Edward Jones - Financial Advisor: Brian L Mong, AAMS™ is a reputable financial institution located at 464 Allegheny Boulevard in Franklin, Pennsylvania, United States. Specializing in providing personalized financial advice and investment strategies, Brian L Mong, AAMS™ offers a range of services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, this institution is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones - Financial Advisor: Brian L Mong, AAMS™ can provide the expertise and guidance you need.

Jessica Walters is a Financial Advisor at Ameriprise Financial Services, LLC located at 125 North Franklin Street, Titusville, Pennsylvania, United States. She holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, insurance products, and investment strategies, Jessica is dedicated to providing comprehensive financial planning services to individuals and small business owners. Contact Jessica Walters today for personalized financial advice and guidance.

Kevin Bannon is a Financial Advisor at Ameriprise Financial Services, LLC located at 125 North Franklin Street in Titusville, Pennsylvania, United States. Kevin holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. This extensive range of certifications showcases Kevin's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Kevin is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and continuing education, Kevin Bannon is committed to helping clients achieve their financial goals and secure their financial future.

Bannon and Associates - Ameriprise Financial Services, LLC is a finance institution located at 125 North Franklin Street, Titusville, Pennsylvania, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution works closely with clients to document goals, review progress regularly, and adjust strategies as needed. Clients have access to their investments and accounts from any device, securely tracking progress towards their financial goals. The firm is committed to diversity, inclusion, and creating a better future for all. Ameriprise advisors are supported by the Ameriprise Investment Research Group, providing guidance on market conditions and investment impacts. The institution has received recognition for its commitment to supporting veterans and individuals with disabilities. Ameriprise financial advisors are registered in certain U.S. states and the initial consultation provides an overview of financial planning concepts. The institution cannot guarantee future financial results. For more information, visit their website or FINRA's BrokerCheck website.

Sarah Irwin is a financial advisor at Ameriprise Financial Services, LLC, located at 125 North Franklin Street in Titusville, Pennsylvania, United States. Sarah holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Sarah's expertise in various areas of financial planning, including asset management, retirement planning, estate planning, investment strategies, and insurance products. Sarah is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals.

AmeriServ Financial Bank is a trusted financial institution located at 1059 Franklin Street in Johnstown, Pennsylvania, United States. As a full-service bank, AmeriServ offers a wide range of financial services including checking and savings accounts, loans, mortgages, and wealth management. Customers can also conveniently access their accounts through the bank's ATMs located at various locations. With a commitment to providing personalized service and financial solutions, AmeriServ Financial Bank is dedicated to helping individuals and businesses achieve their financial goals.

AmeriServ Financial Bank is a trusted financial institution located at 216 Franklin Street in Johnstown, Pennsylvania, United States. As a full-service bank, AmeriServ offers a range of financial services including checking and savings accounts, loans, mortgages, and investment options. With convenient ATM locations, online banking services, and personalized customer service, AmeriServ is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the difference of banking with AmeriServ Financial Bank.

Bank of America Private Client Advisor Robert (Rob) S McMenamin, located at 300 Conshohocken State Road in Conshohocken, Pennsylvania, is led by Market Director Rob S. McMenamin. With 35 years of experience in the financial services industry, Rob manages a team of wealth management professionals who cater to the needs of high-net-worth individuals and nonprofit organizations. He specializes in coordinating innovative wealth management strategies to help preserve and grow personal financial resources. Rob's background includes managing complex corporate relationships and successful entrepreneurs. He is a graduate of the Cannon Trust School and holds a Bachelor of Arts degree in business administration. Rob is actively involved in various organizations and serves on the board of trustees of the Franklin Institute and the Episcopal Academy. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They listen to your needs and goals before creating strategies to meet your best interests now and in the future. Whether you are looking to preserve wealth, build philanthropic legacies, or plan for future growth, Bank of America Private Bank is committed to making your goals a priority. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and it is important to consult your advisors before making any financial decisions.

About Financials, LLC is a leading accounting and finance institution located at 18 South 9th Street in Stroudsburg, Pennsylvania, United States. Our team of experts is dedicated to helping individuals and businesses manage their financials effectively. As Benjamin Franklin once said, "Be aware of little expenses; a small leak will sink a great ship." At About Financials, LLC, we strive to help our clients navigate their financial challenges and achieve their goals.

Franklin West Inc is a reputable institution located at 100 Forest Heights in Butler, Pennsylvania, United States. With a strong commitment to excellence and a track record of success, Franklin West Inc offers a wide range of services and programs to meet the needs of its clients. Whether you are looking for assistance with financial planning, investment management, or estate planning, the experienced team at Franklin West Inc is here to help. Trust in their expertise and dedication to help you achieve your financial goals.

Health Insurance Advisors, LLC is a health insurance agency located at 7496 Franklin Road in Cranberry Township, Pennsylvania, United States. Our team of Medicare Advantage Plan and Supplemental Plan Advisors are here to provide you with a FREE Medicare Healthcare Plan Review. Medicare Advantage Plans, also known as "Part C" or "MA Plans," offer an all-in-one alternative to Original Medicare, provided by private companies approved by Medicare. We also offer Medicare Supplement Insurance (Medigap) policies to help cover health care costs that Original Medicare does not, including dental, vision, and hearing insurance plans with no waiting periods. Our hospital indemnity plans can help cover out-of-pocket expenses for hospital confinement, ensuring financial protection in the event of unexpected illnesses or injuries.

At Edward Jones, Financial Advisor Christopher S. Rakow, CFP®, ChFC®, AAMS™, is committed to helping you achieve your financial goals. Located conveniently in Franklin, PA, Christopher provides personalized financial advice tailored to your unique needs and objectives. Whether you're planning for retirement, saving for college, or looking to protect the financial future of your loved ones, Christopher is here to guide you through every step of the process.

Infinite Services LLC, located at 1185 Franklin Road in Jackson Center, Pennsylvania, offers a wide range of accounting and finance services. Our dedicated team provides complete tax preparation, payroll, bookkeeping, and notary services to individuals and businesses alike. With our expertise and attention to detail, we strive to help our clients achieve their financial goals and ensure compliance with all regulations. Contact us today to learn more about how we can assist you with your financial needs.

Steven Smeltz - State Farm Insurance Agent is located at 200 East Franklin Street in Greencastle, Pennsylvania, United States. Steven Smeltz is a Pennsylvania State University graduate with 25 years of experience in the insurance industry. As a Chartered Financial Consultant and Chartered Life Underwriter, Steven is dedicated to offering comprehensive insurance plans to his customers. At Steven's agency, he and his team provide a variety of insurance options including car insurance, renters and home insurance, business insurance, and life insurance. They are available to answer any insurance questions and provide free, no-obligation quotes for auto insurance. Steven also offers discounts for young drivers.

Servis One Inc is a reputable finance institution located at 314 South Franklin Street in Titusville, Pennsylvania. We offer a wide range of financial services to individuals and businesses, including loans, investments, and financial planning. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Servis One Inc can help you with your financial needs.

Northwest Bank is a trusted financial institution located at 1301 Liberty Street in Franklin, Pennsylvania, United States. As a full-service bank, Northwest Bank offers a range of financial services including personal and business banking, loans, investments, and more. With a commitment to providing excellent customer service and innovative banking solutions, Northwest Bank is a reliable partner for all your financial needs. Visit their convenient location or use their ATM services for quick and easy access to your funds.

Stifel is a prominent finance institution located at 1284 Liberty Street in Franklin, Pennsylvania, United States. With a strong reputation for providing expert financial services, Stifel offers personalized investment advice, wealth management solutions, and a wide range of financial products to help clients achieve their financial goals. The institution is known for its experienced team of financial advisors who are dedicated to providing top-notch service and guidance to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Stifel is committed to helping you navigate the complex world of finance with confidence and success.

RKL LLP - Chambersburg is a top CPA and Business Consulting Firm located at 1134 Kennebec Drive in Chambersburg, Pennsylvania. As one of Pennsylvania's leading CPA firms, RKL offers a wide range of services including accounting, financial advisory, business consulting, IT consulting, and more. Their team of advisors is dedicated to helping organizations and individuals navigate challenges and opportunities, while preparing them for the future. With a pragmatic and honest approach, RKL's advisors provide trusted guidance and real results to their clients. The firm is committed to serving the Chambersburg community through volunteerism and board leadership with local organizations such as the United Way of Franklin County and the Rotary Club of Chambersburg.