TOP 10 Financial advisors professionals in Scranton, Pennsylvania
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LUNA Financial Services LLC
LUNA Financial Services LLC is a reputable finance and insurance agency located at 1526 Oram Street in Scranton, Pennsylvania. Our dedicated team of professionals is committed to providing personalized financial solutions tailored to meet the unique needs of our clients. Whether you are looking for insurance coverage or seeking investment advice, LUNA Financial Services LLC is here to help you navigate the complexities of the financial world. Trust us to provide you with reliable and trustworthy services to secure your financial future.
Guiding Light Financial LLC
Guiding Light Financial LLC is a trusted financial institution located at 538 Spruce St in Scranton, Pennsylvania. Specializing in comprehensive financial planning, investment management, and retirement strategies, our team of experienced professionals is dedicated to guiding our clients towards a brighter financial future. Whether you are looking to grow your wealth, plan for retirement, or secure your financial legacy, Guiding Light Financial LLC is here to provide personalized solutions to help you achieve your goals. Contact us today to schedule a consultation and start your journey towards financial success.
Merrill Lynch Financial Advisor Gregory F. Rosetti
Merrill Lynch Financial Advisor Gregory F. Rosetti is a dedicated finance institution located at 417 Lackawanna Avenue, Scranton, Pennsylvania, United States. Greg Rosetti, a seasoned Financial Advisor, joined Merrill Lynch Wealth Management in 2019 with a focus on understanding, planning, and assisting clients in achieving their financial goals. With a degree in Finance from Saint Joseph's University and years of experience in the financial and insurance industries, Greg is equipped to design customized financial strategies for families and individuals. Alongside his team of talented professionals, Greg is committed to building strong client relationships based on trust and personalized service. By utilizing Merrill Personal Wealth Analysis™ and Investment Personality Assessment tools, Greg ensures that each client's unique goals and priorities are at the forefront of their financial approach. With access to the investment insights of Merrill and banking solutions from Bank of America, Greg works diligently to help clients manage, grow, and preserve their wealth while addressing their financial needs. By regularly reviewing and adjusting financial approaches to reflect changes in clients' lives and goals, Greg ensures that clients stay on track to achieve what matters most to them. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Gregory F. Rosetti is dedicated to helping clients live their best financial lives.
Merrill Lynch Financial Advisor Conor Malone
Merrill Lynch Financial Advisor Conor Malone, located at 417 Lackawanna Avenue, Scranton, Pennsylvania, United States, offers personalized wealth management services to help clients achieve their financial goals. With a team of experienced professionals, including Conor Malone, CFP®, CIMA®, CPFA, clients can expect tailored investment strategies and comprehensive financial solutions. By getting to know each client personally, the team at Merrill Lynch can create a financial approach that reflects individual needs, priorities, and aspirations. Through ongoing communication and regular reviews, clients can stay on track to achieve their goals, regardless of market fluctuations. With access to the global resources of Merrill and banking solutions from Bank of America, clients can receive the support they need to navigate their financial journey with confidence. Conor Malone is registered to do business in multiple states and holds certifications from reputable organizations such as CFP Board and Investments & Wealth Institute. Contact Merrill Lynch Financial Advisor Conor Malone to start building a personalized plan that aligns with your financial objectives and aspirations.
Merrill Lynch Financial Advisor Timothy McMullen
Merrill Lynch Financial Advisor Timothy McMullen is a leading financial institution located at 417 Lackawanna Avenue in Scranton, Pennsylvania, United States. As a trusted finance expert, Timothy McMullen provides personalized financial advice and guidance to help clients achieve their financial goals. With a strong reputation for integrity and professionalism, clients can trust Merrill Lynch Financial Advisor Timothy McMullen to provide expert financial planning services tailored to their individual needs.
Thomas Lavelle - Prudential Financial
Thomas Lavelle - Prudential Financial is a reputable finance and insurance agency located in Scranton, Pennsylvania, United States. With a strong focus on providing top-notch financial services and insurance products, the institution is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at Thomas Lavelle - Prudential Financial are committed to providing personalized solutions tailored to meet your specific needs. Trustworthy and reliable, this institution is known for its excellent customer service and commitment to helping clients make informed financial decisions. Contact Thomas Lavelle - Prudential Financial today to start planning for a secure financial future.
Lisa Charton - Prudential Financial
Lisa Charton - Prudential Financial is a trusted finance and insurance agency located in Scranton, Pennsylvania, United States. With a commitment to providing quality financial services and insurance solutions, we strive to help individuals and families achieve their financial goals and protect their assets. Our team of experienced professionals is dedicated to offering personalized guidance and tailored solutions to meet the unique needs of each client. Whether you are looking to invest for the future, plan for retirement, or secure your family's financial future, Lisa Charton - Prudential Financial is here to help. Contact us today to learn more about how we can assist you in reaching your financial goals.
Nadine Oliver - Prudential Financial
Nadine Oliver - Prudential Financial is a reputable finance and insurance agency located in Scranton, Pennsylvania, United States. With a strong focus on providing personalized financial solutions and insurance products, this institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. With a team of experienced professionals, Nadine Oliver - Prudential Financial offers a wide range of services including investment planning, retirement planning, insurance coverage, and more. Trustworthy and reliable, this institution is committed to providing top-notch financial services to its clients.
Merrill Lynch Financial Advisor Ronald S Yanoski
Merrill Lynch Financial Advisor Ronald S Yanoski is a trusted financial institution located at 417 Lackawanna Avenue in Scranton, Pennsylvania, United States. Specializing in finance, our team is dedicated to providing expert advice and personalized solutions to help clients achieve their financial goals. With a focus on integrity and professionalism, we strive to build long-lasting relationships with our clients and help them navigate the complexities of the financial world. Contact us today to schedule a consultation and start planning for a secure financial future.
Commonwealth Financial
Commonwealth Financial is a reputable finance institution located at 1016 Pittston Avenue in Scranton, Pennsylvania, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to meet the unique needs of our clients. Whether you're looking for investment advice, retirement planning, or assistance with managing your finances, Commonwealth Financial is here to help. Visit us today to learn more about how we can help you secure a brighter financial future.
Merrill Lynch Financial Advisor Stephen L Hudacek
Merrill Lynch Financial Advisor Stephen L Hudacek, located at 417 Lackawanna Avenue in Scranton, Pennsylvania, is a finance institution that caters to clients at every stage of their lives. The Hudacek, Leibman & MacGregor Group serves successful individuals in Eastern Pennsylvania and ten other states, including business owners, attorneys, physicians, and accountants. The team of professionals at this institution focuses on building enduring relationships with clients and their families, simplifying financial matters, and providing easily understood recommendations through frequent discussions. The institution's main objective is to help clients achieve their #1 goal of retirement by identifying and prioritizing objectives, setting actionable strategies, and offering education on financial matters. The team also specializes in helping business owners nationwide manage their 401k plans, defer income, minimize tax consequences, and provide guidance on government regulations. Additionally, they hold meetings with employees to address their financial needs strategically, operationally, and financially.
Merrill Lynch Financial Advisor Stacy L MacGregor
Merrill Lynch Financial Advisor Stacy L MacGregor is a finance institution located at 417 Lackawanna Avenue, Scranton, Pennsylvania, United States. The institution, part of The Hudacek, Leibman & MacGregor Group, serves clients at every stage of their lives, including successful individuals residing in Eastern Pennsylvania and ten other states. The clients range from business owners, attorneys, physicians, to "millionaires next door" who have diligently saved and sacrificed. The multi-generational team of professionals builds enduring relationships with clients and their families, providing simplified financial advice and recommendations through frequent discussions. The institution's primary focus is on helping clients achieve their retirement goals and concerns, offering rigorous planning-based approaches and tailored strategies for each individual. The team at Merrill Lynch places a strong emphasis on managing risk, ensuring that clients' portfolios reflect no more risk than necessary to achieve their goals. Through a combination of tax-aware investment management, asset allocation, and alternative investments, the institution aims to grow and preserve clients' wealth while minimizing tax exposure. Additionally, the team at Merrill Lynch believes that financial success can be achieved by making investment-related decisions that align with personally meaningful goals. By listening to clients' goals and concerns, the team helps clients explore and prioritize their most cherished financial objectives, providing a disciplined, planning-based approach to financial planning. With a focus on optimizing both sides of clients' balance sheets – assets and liabilities – Merrill Lynch Financial Advisor Stacy L MacGregor strives to help clients achieve financial and emotional wellness.
Merrill Lynch Financial Advisor Jude J Leibman
Merrill Lynch Financial Advisor Jude J Leibman, located at 417 Lackawanna Avenue in Scranton, Pennsylvania, is part of The Hudacek, Leibman & MacGregor Group. They cater to successful individuals in Eastern Pennsylvania and other states, including business owners, attorneys, physicians, and accountants. The team, comprised of professionals from different generations, focuses on building lasting relationships with clients and their families. They simplify financial matters and offer personalized recommendations through regular discussions and education. The group's primary focus is on helping clients achieve their retirement goals and financial objectives. They offer planning-based strategies to assist clients in areas such as college savings, liquidity events, and real estate investments. For business owners with 401k plans, they provide guidance on deferring income and minimizing tax consequences while ensuring employee benefits.
Sharon Roedel - Prudential Financial
Sharon Roedel - Prudential Financial is a reputable finance and insurance agency located in Scranton, Pennsylvania, United States. With a strong focus on providing top-notch financial services and insurance solutions, this institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. With a team of experienced professionals, Sharon Roedel - Prudential Financial offers personalized and comprehensive financial planning and insurance options to meet the unique needs of each client. Trustworthy, reliable, and committed to excellence, this institution is a trusted partner in securing a stable financial future.
New York Life Insurance Co. Scranton - Northeastern Pennsylvania General Office (NEPA G.O.)
New York Life Insurance Co. Scranton - Northeastern Pennsylvania General Office (NEPA G.O.) is an insurance agency located at 220 Penn Avenue in Scranton, Pennsylvania. Our Northeastern Pennsylvania General Office in Moosic, PA is dedicated to serving professional advisors and helping individuals secure their financial future through life insurance. We believe in supporting growth-minded individuals on their journey to excellence. Our team is committed to helping people reach their goals, whether it's finding a dream career as an agent or maximizing financial opportunities as a client. We provide personal support and guidance, leveraging innovative technology to help you grow efficiently.
Timothy Higgins - Prudential Financial
Timothy Higgins - Prudential Financial is a reputable finance and insurance agency located in Scranton, Pennsylvania, United States. With a strong focus on providing personalized financial solutions and insurance products, Timothy Higgins - Prudential Financial is dedicated to helping individuals and families achieve their financial goals and protect their assets. Their team of experienced professionals offers expert advice and tailored services to meet the unique needs of each client. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, Timothy Higgins - Prudential Financial is committed to providing top-notch service and support.
Conrad Walsh - Prudential Financial
Conrad Walsh - Prudential Financial is a reputable finance and insurance agency located in Scranton, Pennsylvania, United States. With a strong focus on providing top-notch financial services and insurance solutions, this institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. With a team of experienced professionals, Conrad Walsh - Prudential Financial offers personalized assistance and expert guidance to clients in navigating the complex world of finance and insurance. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, this institution is committed to providing you with the support and resources you need to secure your financial future.
Donald Streby - Prudential Financial
Donald Streby - Prudential Financial is a reputable finance and insurance agency located in Scranton, Pennsylvania, United States. With a strong focus on providing top-quality financial services and insurance solutions, 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, Donald Streby - Prudential Financial is committed to providing personalized guidance and tailored solutions to meet your individual needs. Contact us today to learn more about how we can help you secure your financial future.
JD Tax Multiservices
JD Tax Multiservices is a trusted accounting and finance institution located at 301 North Lincoln Avenue in Scranton, Pennsylvania, United States. With a team of experienced professionals, we offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you need help with tax preparation, bookkeeping, or financial planning, our dedicated team is here to provide personalized solutions tailored to your specific needs. Contact us today to learn more about how JD Tax Multiservices can help you achieve your financial goals.
Liberty Tax
Liberty Tax is a finance institution located at 913 South Washington Avenue in Scranton, Pennsylvania. Our professional team is dedicated to providing expert tax preparation services to individuals and businesses in the area. With years of experience and a commitment to accuracy, we strive to maximize your tax return and ensure compliance with all tax laws. Trust Liberty Tax for all your tax needs and let us help you navigate the complex world of finance with ease.
Glynn D Murphy CPA
Glynn D Murphy CPA is a reputable accounting and finance institution located at 711 Davis Street in Scranton, Pennsylvania, United States. With a team of experienced CPAs, they provide a wide range of financial services including tax preparation, auditing, and financial consulting. Their dedication to excellence and personalized service sets them apart from other firms in the industry. Whether you are an individual or a business owner, Glynn D Murphy CPA is committed to helping you achieve your financial goals.
Nationwide Insurance: Christopher O Mcgrath Sr
Nationwide Insurance: Christopher O Mcgrath Sr, located at 316 Meadow Avenue in Scranton, Pennsylvania, offers a wide range of insurance products to meet your needs. Whether you need auto insurance, home insurance, commercial insurance, or any other type of coverage, we are here to help. Our agency specializes in Agriculture, Auto, Commercial, Condo, Farm, Financial, Home, Life, Powersports, and Renters insurance. At Christopher O Mcgrath Sr, we believe in providing quality insurance at an affordable price. We understand that protecting your vehicle or home can be stressful, which is why we are here to make the process as simple as possible. Our team is dedicated to helping you find the right coverage for your needs, whether it's for your car, your home, or your business.
Connor-Helring Associates
Connor-Helring Associates is a reputable insurance agency located at 1906 Sanderson Avenue in Scranton, Pennsylvania. With a strong commitment to providing personalized and comprehensive insurance solutions, Connor-Helring Associates has been serving the community for many years. Their team of experienced professionals are dedicated to helping clients find the right coverage for their individual needs, whether it be auto, home, life, or business insurance. Trust Connor-Helring Associates to protect what matters most to you.
Olsommer Clarke Insurance Group
Olsommer Clarke Insurance Group is an insurance agency located at 610 Hamlin Highway in Hamlin, Pennsylvania, United States. Serving all of Pennsylvania, including Scranton, Honesdale, Hamlin, and Moscow, since 1972, we offer innovative and customized insurance options for your family, business, and possessions. We pride ourselves on operating with honesty and integrity, setting the highest standard of excellence in the insurance industry. As your insurance advisor, we have the experience to navigate the unique risks you face. In honor of Financial Literacy Month, we emphasize the importance of financial literacy for small business owners. Budgeting basics and understanding personal insurance during home remodels are essential components of sound financial management. To help you better understand life insurance, we have created a quick quiz to test your knowledge and debunk common myths and misconceptions. Take the quiz and see if you have the straight scoop on life insurance. Visit Olsommer Clarke Insurance Group for all your insurance needs and expert advice.
PNC Private Bank
PNC Private Bank, located at 201 Penn Avenue in Scranton, Pennsylvania, is a prestigious financial institution offering personalized banking and wealth management services. With a focus on high-net-worth individuals and families, PNC Private Bank provides tailored solutions to help clients achieve their financial goals and secure their financial future. Our team of experienced advisors and wealth management professionals are dedicated to providing exceptional service and expertise to meet the unique needs of each client. Visit PNC Private Bank today to experience unparalleled financial guidance and support.
Liberty Tax
Liberty Tax is a financial institution located at 735 Oak Street in Scranton, Pennsylvania, United States. Specializing in tax preparation services, Liberty Tax is dedicated to helping individuals and businesses navigate the complexities of tax regulations and maximize their financial returns. With a team of experienced professionals, Liberty Tax offers personalized solutions to meet the unique needs of each client. Whether you are looking for assistance with tax planning, filing, or auditing, Liberty Tax is committed to providing reliable and efficient service. Visit us today to experience the peace of mind that comes with expert financial guidance.
robert mcdonald, cpa
Robert McDonald, CPA is a prestigious accounting and finance institution located at 2225 Shawnee Avenue in Scranton, Pennsylvania, United States. With a team of experienced and qualified professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, auditing, or financial planning, Robert McDonald, CPA is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your finances.
Leahy Hall
Leahy Hall is a prominent university located in Scranton, Pennsylvania, United States. This institution is known for its excellent academic programs, state-of-the-art facilities, and dedicated faculty members. Students at Leahy Hall have access to a wide range of resources and support services to help them succeed in their studies. The university offers a diverse range of courses and programs, catering to a variety of interests and career goals. With a strong emphasis on research and innovation, Leahy Hall is a hub of learning and discovery for students from all walks of life.
Paul Eckenrode - Morgan Stanley
Paul Eckenrode - Morgan Stanley is a finance institution located at 111 North Washington Avenue in Scranton, Pennsylvania, United States. As a branch of the renowned Morgan Stanley, this institution offers a wide range of financial services including investment planning, wealth management, retirement planning, and more. With a team of experienced professionals, Paul Eckenrode - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. Visit their office today to learn more about their services and how they can assist you with your financial needs.
The Bush Natishan Group - Morgan Stanley
The Bush Natishan Group at Morgan Stanley is a leading financial institution located in the heart of Scranton, Pennsylvania. With a prime location at 111 North Washington Avenue, our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, wealth management, or retirement planning, our experts are here to help you navigate the complex world of finance. Trust in The Bush Natishan Group at Morgan Stanley for all your financial needs.
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