Financial advisors in York, Pennsylvania

Edward Jones - Financial Advisor is a renowned finance institution located at 5860 Lower York Road in Lahaska, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert advice. Whether you are planning for retirement, saving for college, or building wealth for the future, we are here to provide you with the guidance and support you need to make informed decisions. Trust Edward Jones - Financial Advisor to help you secure your financial future.

Alvin Clay Financial Advisors LLC is a finance institution located at 309 York Road in Jenkintown, Pennsylvania. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, we are here to help you every step of the way. Contact us today to schedule a consultation and see how we can help you secure your financial future.

Eric Knoblauch - Financial Advisor is a reputable finance institution located at 2500 York Road in Jamison, Pennsylvania, United States. With years of experience and expertise in the financial industry, Eric Knoblauch offers expert financial advice and personalized strategies to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or seeking guidance on wealth management, Eric Knoblauch is dedicated to providing top-notch financial services tailored to your individual needs. Trust Eric Knoblauch - Financial Advisor to help you secure your financial future.

JNJ Financial Group_Syncis Financial Solutions Elkins Park Affiliated Office is a finance and insurance agency located at 8118 Old York Road in Elkins Park, Pennsylvania, United States. Our team is dedicated to helping you build your Asset Map and see your full Financial Picture in order to make better decisions about what matters most to you. We believe in starting the journey of building your financial succession with Trust and Understanding. Our team consists of experienced professionals, including Trust & Tax Professionals, who have worked together for many years to help businesses and individuals achieve their Financial Goals. We are committed to providing personalized and expert financial services to our clients, guiding them towards a secure and prosperous financial future.

Distinctive Financial Services is a leading finance institution located at 2370 York Road in Jamison, Pennsylvania, United States. With a team of experienced financial experts, we offer a wide range of services including investment management, retirement planning, estate planning, and more. Our personalized approach ensures that each client receives tailored financial solutions to meet their individual needs and goals. Whether you are looking to grow your wealth, plan for the future, or protect your assets, Distinctive Financial Services is here to help you achieve financial success.

DeSantis & Co Accountants & Financial Advisors is a reputable institution located at 2370 York Road in Jamison, Pennsylvania, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial advice and solutions to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, we are here to assist you every step of the way. Trust DeSantis & Co Accountants & Financial Advisors to help you achieve your financial goals with expertise and integrity.

Located at 4616 Buffalo Road in Erie, Pennsylvania, the New York Life - Stoll & Weller Insurance & Financial Group is a trusted insurance agency dedicated to providing exceptional client service. With a focus on experience and resources, the team at Stoll & Weller strives to exceed client expectations and ensure they have the right solutions in place to meet their needs. Led by Daniel Stoll, a licensed agent with New York Life Insurance Company, the institution offers a range of services including financial planning and investment advisory services. Clients can expect personalized attention and expert guidance from the team at Stoll & Weller Insurance & Financial Group.

James W Bias, Agent - New York Life is a reputable finance and insurance agency located at 349 East Maiden Street in Washington, Pennsylvania, United States. With a focus on providing top-notch financial and insurance services, James W Bias is dedicated to helping clients secure their futures and protect their assets. Whether you are looking for life insurance, retirement planning, or investment solutions, James W Bias and his team are committed to providing personalized and professional assistance to meet your individual needs. Trust in James W Bias, Agent - New York Life for all your financial and insurance needs.

The Bank of New York Mellon Corporation is a leading financial institution located at 200 Walters Dr in Coraopolis, Pennsylvania, United States. As a bank and finance corporation, it offers a wide range of financial services including banking, investment management, wealth management, and asset servicing. With a strong reputation for reliability and expertise, the Bank of New York Mellon Corporation is committed to providing high-quality financial solutions to individuals, businesses, and institutions around the world.

Merrill Lynch Financial Advisor Christian Kelly is located at 180 Fort Couch Road in Upper Saint Clair, Pennsylvania, United States. Christian Kelly is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management, with various registrations and designations in the finance industry. He was honored by Forbes as one of America’s Top Next Generation Wealth Advisors in 2023. Christian focuses on helping clients grow and preserve their wealth through customized strategies in investment selection, portfolio design, and risk management. With access to tools from Merrill and Bank of America, he assists clients with all aspects of their financial lives. Christian brings valuable technical experience from his time in Merrill’s investment banking division in New York City. He graduated Magna Cum Laude from Claremont McKenna College with a degree in Economics. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™ and aims to help clients achieve their goals and priorities over time. The institution's approach is built around understanding each client's personality and life priorities to create a customized financial plan. The institution values building a one-on-one relationship with each client and providing guidance on financial decisions and market changes. Christian Kelly and his team are dedicated to helping clients reach their financial goals and navigate the complexities of the financial world.

Carla Jagodzinski, Financial Services Professional, operates the Jagodzinski Financial Boutique located at 670 Main Street, Sugar Notch, Pennsylvania, United States. Specializing in finance and insurance services, Carla and her team at Jagodzinski Financial Boutique are dedicated to serving professional advisors and highly successful business owners and individuals. With a hands-on approach to financial planning, the boutique firm collaborates closely with clients' other trusted professionals to ensure financial strategies are aligned with their goals. Carla and her team understand the importance of building a relationship with clients, offering trustworthy guidance and support through both good and challenging times.

Scott Utterback is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road in New Hope, Pennsylvania, United States. Scott holds various 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®. Scott specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, estate planning, retirement planning, and investment strategies, Scott is dedicated to helping clients achieve their financial goals with integrity and professionalism.

Dominick Dinofa, Financial Adviser at Karalius & Associates Insurance And Financial Services, LLC, located at 555 East City Avenue in Bala Cynwyd, Pennsylvania, offers world-class financial solutions for successful individuals looking to enhance and preserve their wealth. With over 30 years of experience, the institution believes in a millionaire mindset and helps clients achieve their financial goals at every stage of their journey. The team at Karalius & Associates treats clients like family, providing highly-personalized service to meet their unique needs. They work to help clients attain financial independence and create a lasting legacy for future generations. The institution, led by agents like Dominick Dinofa, is licensed to sell insurance through New York Life Insurance Company and offers securities products and services through NYLIFE Securities LLC. Additionally, they provide advisory services through Eagle Strategies LLC. Karalius & Associates does not provide tax, legal, or accounting advice and is not owned or operated by New York Life Insurance Company or its affiliates.

Robert G Karalius, Financial Advisor at Karalius & Associates Insurance and Financial Services, LLC, is located at 555 East City Avenue, Bala Cynwyd, Pennsylvania, United States. This institution specializes in finance and insurance services, with a focus on providing world-class financial solutions to help successful individuals enhance and preserve their wealth. With over 30 years of experience, Karalius and Associates believe in the mindset of achieving financial success and offer personalized services to help clients reach their goals. The team at Karalius and Associates, including Robert G. Karalius, Patricia M. Andris, Mark C. Weller, Dominick DiNofa, Donna H. Bolno, and Christopher Williams, are licensed to sell insurance through New York Life Insurance Company and other independent insurance companies in various states. They also offer securities products and services through NYLIFE Securities LLC, as well as advisory services through Eagle Strategies LLC.

Frank Policare is a financial advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road in New Hope, Pennsylvania, United States. Frank Policare holds multiple 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Frank Policare's expertise in asset management, retirement planning, estate planning, insurance products, investment strategies, and financial planning for various client needs. Frank Policare is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a commitment to ethics and ongoing education, Frank Policare ensures that clients receive the highest level of service and expertise in their financial planning journey.

Gerald Barlow is a Financial Advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Gerald Barlow 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, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Gerald Barlow specializes in providing expert financial advice and planning services for individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and professional expertise, Gerald Barlow is dedicated to helping clients achieve their financial goals and secure their financial future.

Located at 40 East Montgomery Avenue in Ardmore, Pennsylvania, Angela Pawloski, Founding Partner of Veritas Financial, offers comprehensive financial strategies and wealth management solutions. With a focus on truth and transparency, the firm is dedicated to building lifelong relationships with clients based on honesty and integrity. Veritas Financial helps clients understand their financial truth, providing clarity on their short and long-term goals and guiding them on the right path towards financial success. Angela Pawloski and Derek Davidson, licensed agents of New York Life Insurance Company, are committed to serving clients in Pennsylvania, New Jersey, Delaware, and Maryland.

Michael Berardi, Financial Professional at New York Life, located at 555 East City Avenue in Bala Cynwyd, Pennsylvania, is a trusted finance and insurance agency. With years of experience and expertise, Michael Berardi offers personalized financial solutions to help clients achieve their goals and secure their future. Whether you are looking for retirement planning, investment advice, or insurance coverage, Michael Berardi is dedicated to providing top-notch service and guidance. Contact Michael Berardi today to start building a strong financial foundation for tomorrow.

Raymond James Financial Services is a finance institution located at 1190 York Road in Hartsville, Pennsylvania, United States. This institution offers a wide range of financial services including investment management, financial planning, retirement planning, and wealth management. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James Financial Services can provide personalized solutions to meet your needs.

Vertex Financial Advisors LLC is a leading finance institution located at 8033 Old York Road in Elkins Park, Pennsylvania, United States. With a team of experienced financial advisors, Vertex specializes in providing personalized financial planning and investment management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Vertex Financial Advisors LLC is dedicated to helping you navigate the complexities of the financial world and make informed decisions. Trust Vertex to guide you towards a secure financial future.

Denville Loney - TD Wealth Financial Advisor is a reputable financial institution located at 710 Old York Road in Jenkintown, Pennsylvania. As a trusted advisor in the finance industry, Denville Loney provides expert advice and personalized financial solutions to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, Denville Loney and the team at TD Wealth are dedicated to helping individuals and families secure their financial future. Visit their office today to learn more about their services and how they can assist you with your financial needs.

Merrill Lynch Financial Advisor Christian A Aguirre is a finance institution located at 600 Hyde Park, Doylestown, Pennsylvania, United States. Specializing in wealth management, the institution compares financial planning to flying a plane from New York to Los Angeles - it's crucial to make small course corrections along the way to ensure you reach your destination. The team at Aguirre-Jankowski Group is dedicated to keeping clients on track with their financial strategies, tailored to each individual's needs and constantly evolving to account for life's major events. With access to investment insights from Merrill and banking solutions from Bank of America, the Aguirre-Jankowski Group offers personalized financial approaches to help clients manage, grow, and preserve their wealth over time. The team begins every relationship with a conversation to identify and prioritize each client's financial goals, providing insights and resources to help them achieve their aspirations.

JNJ Financial Group is a finance and insurance agency located at 8110 Old York Road in Elkins Park, Pennsylvania, United States. Our team of experienced professionals, including Trust & Tax Professionals, work together to help businesses and individuals achieve their financial goals. We specialize in building Asset Maps to provide a comprehensive view of your financial picture, allowing you to make informed decisions about your future. With a focus on trust and understanding, we are dedicated to helping you build a solid financial succession plan. Let us guide you towards a secure financial future.

Lisa Policare is a Financial Advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road in New Hope, Pennsylvania, United States. Lisa holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, investment strategies, retirement planning, and other financial services. Lisa is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Lisa is committed to helping her clients achieve their financial goals.

Christopher John Kelly is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Christopher holds multiple 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®, 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®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment management, and more. With a focus on providing comprehensive financial planning services, Christopher John Kelly is dedicated to helping individuals and families achieve their financial goals.

Pat Trauger is a financial advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Pat Trauger holds various 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, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Pat Trauger offers comprehensive financial planning services for individuals and businesses, focusing on asset management, retirement planning, estate planning, insurance products, investment strategies, and more. With a commitment to ethical practices and ongoing education, Pat Trauger is dedicated to helping clients achieve their financial goals.

Edward Jones - Financial Advisor: Salvatore Mannino is a trusted financial institution located at 5860 Lower York Road in Lahaska, Pennsylvania. As a dedicated finance advisor, Salvatore Mannino is committed to providing personalized financial guidance to help clients achieve their long-term goals. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones is here to offer professional advice and support. With a focus on building strong relationships and delivering exceptional service, Edward Jones - Financial Advisor: Salvatore Mannino is the go-to destination for all your financial needs in Lahaska.

Mackenzie Roedel is a Financial Advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Mackenzie holds multiple 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 cover a wide range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Mackenzie is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With expertise in various areas of financial planning, Mackenzie is committed to helping clients achieve their financial goals and secure their financial future.

Penn Wealth Planning - Ameriprise Financial Services, LLC is a finance institution located at 6444 Lower York Road in New Hope, Pennsylvania, United States. Recognized as one of the Forbes Best-in-State Wealth Management Teams in 2024, we offer personalized financial advice to help build our clients' portfolios and confidence for the long term. Our team is committed to helping clients achieve their financial goals and navigate the uncertainties of the market. We invite you to schedule a complimentary initial consultation to discuss your financial objectives and learn more about our services. In addition to financial planning, we also host events such as our annual FREE Shred Day to help protect your privacy and provide a convenient service for the community. During these events, we offer drive-up shredding services and light snacks for you to enjoy while catching up with our team.

New York Life is a reputable insurance agency located at 11 Sawmill Run Drive in Jim Thorpe, Pennsylvania, United States. With a long-standing history of providing quality insurance products and services, New York Life is committed to helping individuals and families protect their financial future. Whether you are looking for life insurance, retirement planning, or investment solutions, the professionals at New York Life are dedicated to helping you achieve your goals. Contact us today to learn more about our comprehensive insurance options and personalized financial planning services.