Financial consultants in Wayne, Pennsylvania

Merrill Lynch Financial Advisor Ryan Donnelly, located at 724 West Lancaster Avenue in Wayne, Pennsylvania, is a finance institution dedicated to helping you manage and grow your wealth. With a focus on understanding your financial goals and priorities, Ryan Donnelly can create a personalized strategy to navigate today's market conditions. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, he can help you pursue your goals through tailored wealth management strategies. Ryan Donnelly follows the Merrill tradition of community involvement, volunteering with local organizations to give back. With Merrill Personal Wealth Analysis™, he can build a personalized plan centered on your goals and aspirations. By starting with a conversation to understand what matters most to you, Ryan Donnelly can guide you in making investment decisions that align with your values and objectives.

Merrill Lynch Financial Advisor Jared D Marshall is a finance institution located at 724 West Lancaster Avenue, Wayne, Pennsylvania, United States. The institution focuses on building long-term client relationships by starting with a conversation to identify and prioritize your financial goals. They offer personalized financial approaches tailored to help you pursue your passions, transfer wealth to the next generation, and stay informed about market trends. The team at Merrill Lynch uses the Investment Personality Assessment to understand your investing preferences and provide customized advice to help you achieve your goals. They offer insights, observations, and ideas to guide you through different stages of your financial life, along with tools to help you track changes in your goals. The institution is committed to providing exemplary client service and has received recognition from financial industry publications. Merrill Lynch Wealth Management Advisors work to address your financial needs and help you pursue your goals, with a focus on personalized investment strategies and comprehensive financial solutions. They offer the Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals. The team at Merrill Lynch is dedicated to helping you achieve your financial goals and stay on track, regardless of market fluctuations or changes in your life. With a focus on understanding your unique needs and priorities, Merrill Lynch Financial Advisor Jared D Marshall aims to provide you with the advice and support you need to reach your financial goals.

Merrill Lynch Financial Advisor Oscar A Pedraza, located at 724 West Lancaster Avenue in Wayne, Pennsylvania, is part of The D'Allaird Group, a team of experienced financial advisors dedicated to providing personalized and comprehensive wealth management services to high-net-worth and ultra-high-net-worth families. The team, comprised of D'Allaird, Pedraza, Devlin, and Marotta, has built long-lasting relationships with clients across more than 25 states, including business owners, entrepreneurs, corporate executives, physicians, attorneys, and multiple generations of their families. The D'Allaird Group takes a planning-based approach to help clients achieve their financial goals and navigate complex financial decisions, such as managing concentrated equity positions, retirement planning, wealth transfer, tax minimization, and estate planning. The team works closely with clients' CPAs and attorneys to develop customized strategies that align with their unique needs and objectives.

Merrill Lynch Financial Advisor Damon K Slepian is a finance institution located at 724 West Lancaster Avenue, Wayne, Pennsylvania, United States. Every relationship at Merrill Lynch begins with a conversation to identify and prioritize your goals. The institution offers personalized financial approaches to help you pursue your passions and transfer wealth to the next generation. Through the Investment Personality Assessment, the advisors at Merrill Lynch gain a deeper understanding of your investing preferences to customize a financial approach that aligns with your goals. The institution provides insights, observations, and ideas to help you achieve your financial goals and offers guidance during market volatility. Merrill Lynch is committed to building long-term client relationships based on trust and personalized service. The advisors have received recognition from financial industry publications, setting the standard for exemplary client service. The team at Merrill Lynch is dedicated to helping you reach your goals by providing personalized investment strategies and comprehensive financial solutions. The institution offers tools to help you keep track of changes in your life and financial situation. By working with a Merrill Lynch Wealth Management Advisor, you can create a financial approach that reflects your unique needs and priorities. The advisors are committed to helping you stay on track, regardless of market fluctuations. Merrill Lynch also provides the latest investment insights, tips, and strategies to help you live your best financial life.

Prudential Financial is a reputable insurance agency located at 519 Main Street in Honesdale, Pennsylvania, United States. With a strong commitment to providing reliable and comprehensive insurance coverage, Prudential Financial offers a wide range of insurance products and services to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients protect their assets and plan for the future. Whether you are looking for life insurance, retirement planning, or investment solutions, Prudential Financial is a trusted partner you can rely on for all your insurance needs.

Welcome to Ellen Burkey - Financial Advisor, part of Ameriprise Financial Services, LLC, located at 616 Main Street in Honesdale, Pennsylvania. Our mission is to provide personalized financial guidance tailored to meet the unique needs of each client. With an impressive array of certifications and designations, Ellen Burkey is equipped to assist clients in navigating the complexities of financial planning. Ellen holds several prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠. These credentials signify her commitment to ethical practices and her expertise in areas such as asset management, estate planning, retirement strategies, and investment opportunities for individuals and small business owners. Ellen's diverse qualifications also extend to areas like behavioral finance, philanthropy, annuities, and the financial nuances of divorce and estate planning.

Welcome to David Rottlamp Consulting, your trusted partner in strategic business solutions located at 606 Hamlin Highway, Hamlin, Pennsylvania. At David Rottlamp Consulting, we specialize in providing tailored consulting services designed to help businesses thrive in today's competitive market. Our team of experienced professionals is dedicated to offering expert guidance in areas such as business development, financial planning, and operational efficiency. We pride ourselves on our client-centered approach, ensuring personalized strategies that meet the unique needs of each business we serve. Whether you're a small startup or an established corporation, David Rottlamp Consulting is here to support your journey to success. Visit us today and discover how we can help your business reach its full potential.

Stephen DiOrio - State Farm Insurance Agent, located at 4829 West Chester Pike in Newtown Square, Pennsylvania, is a trusted health and insurance agency with over 44 years of experience. As a second generation State Farm Agent, Stephen DiOrio takes pride in protecting the community and providing top-notch insurance services. His team of experienced professionals can help customers find the right policies for auto insurance, homeowners insurance, renters insurance, life insurance, and more. Stephen DiOrio and his team are actively involved in the local community, supporting organizations such as St. Patrick's Parish, Chester Valley Little League, and the YMCA. With a focus on customer service and building relationships, the team at Stephen DiOrio - State Farm Insurance Agent is dedicated to helping customers prepare for the unexpected in life.

Freeman Law is a full-service law firm located in Lake Ariel, Pennsylvania, dedicated to providing personalized legal services for individuals in Northeastern Pennsylvania. With over a decade of experience, we specialize in helping individuals navigate a variety of legal issues. From credit report errors to debt collection harassment, civil lawsuits, and bankruptcy, we are here to help you find the best solution for your unique situation. Our consultations are free, and our results speak for themselves. Whether you are facing a challenging legal issue or simply need guidance on your rights, Freeman Law is here to provide top-level and tireless legal representation. Contact us today to schedule a consultation and let us help you find the best path forward.

Meagher Insurance Agency is a reputable insurance agency located at 416 Main Street in Honesdale, Pennsylvania. Specializing in finance, health, and insurance services, our dedicated team is committed to providing personalized insurance solutions to meet the unique needs of our clients. With a focus on customer satisfaction and comprehensive coverage options, Meagher Insurance Agency is your trusted partner in protecting what matters most. Contact us today to learn more about our services and how we can help you secure your financial future.

H&R Block is a renowned accounting and finance institution located at 1130 Texas Palmyra Highway in Honesdale, Pennsylvania, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for help with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch services tailored to meet your specific needs. Visit us today and let our experts help you navigate the complexities of accounting and finance.

Jerry Donahue - State Farm Insurance Agent is an insurance agency located at 720 South Keyser Avenue in Taylor, Pennsylvania, United States. The institution is conveniently situated across the street from St. George's Orthodox Church. With the arrival of spring, now is the perfect time to review your insurance coverage and ensure you are adequately protected. The dedicated team at Jerry Donahue State Farm is here to assist you with all your insurance needs, whether it be Auto, Life, Business, Home, or other types of insurance. As a State Farm agent since 1993, Jerry Donahue brings a wealth of experience and knowledge to provide exceptional service to customers in Luzerne, Wayne, and Lackawanna Counties. The team has received numerous awards over the years, including the State Farm Golden Triangle Award in 2010 and State Farm President’s Club in 2001. They offer a comprehensive range of insurance options and are committed to simplifying the insurance process for their customers.

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.

Sheeley Insurance Agency, located at 900 Scott Street in Stroudsburg, Pennsylvania, is a trusted insurance agency specializing in home insurance, auto insurance, business insurance, and day care center insurance. Established in 1933, we are locally owned and operated, serving individuals and businesses throughout Pennsylvania, including Pike, Wayne, Monroe, and Lackawanna counties. As an independent agency, we have access to multiple insurance carriers, allowing us to find the best solutions for our clients at competitive prices. We are proud partners with the Keystone Insurers Group, giving us access to over 50 insurance companies and extensive expertise in various markets.

Jackson Hewitt Tax Service is a finance institution located at 933 Wayne Avenue in Chambersburg, Pennsylvania, United States. While their tax advance loans have ended for the year, their Tax Pros are still ready to assist you in getting your biggest refund possible. Perfect for those with busy lives, you can simply drop off your tax documents and a Tax Pro will handle the rest, including a quick call to review your final return and convenient e-signing. A Refund Advance loan is a loan that is repaid with your tax refund, providing you with the opportunity to access money before your refund arrives from the IRS. While Refund Advance is no longer available this year, Early Refund Advance was offered at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance was available at most locations from January 2, 2024, until February 11, 2024.

H&R Block is a renowned accounting and finance institution located at 417 Hamlin Highway in Lake Ariel, Pennsylvania, United States. With a team of experienced professionals, H&R Block provides a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to helping you navigate the complexities of accounting and finance with ease and efficiency. Trust H&R Block to provide you with the expertise and support you need to achieve your financial goals.

Clause Tammy Lee is a reputable insurance agency and law firm located at 972 Main Street in Newfoundland, Pennsylvania, United States. Specializing in providing comprehensive insurance services and legal advice, the institution is known for its professionalism and dedication to serving the community. Whether you need assistance with insurance coverage or legal representation, Clause Tammy Lee is committed to providing top-notch service and expertise to meet your needs. Contact them today to learn more about how they can help you protect your assets and navigate legal challenges.

Tunlar Agency is a finance and insurance agency located at Lake Wallenpaupack in Hawley, Pennsylvania. Our office at 1319 Purdytown Turnpike offers a range of services including Title & Tag Vehicle & Driver Licensing Services, Notary Services, and insurance for home, auto, and recreational vehicles. We also provide PennDOT TA Apportioned Registration by appointment. Please note that our Notary Public is not licensed to practice law or provide legal advice. Visit Tunlar Agency for all your financial and insurance needs in the Hawley area.

The Law Office of Michael P. Forbes, PC is a reputable finance and legal institution located at 200 Eagle Road in Wayne, Pennsylvania, United States. Specializing in a wide range of legal services, including finance law, the firm is dedicated to providing expert guidance and representation to clients in need of legal assistance. With a strong track record of success, the Law Office of Michael P. Forbes, PC is committed to delivering top-notch legal services tailored to meet the unique needs of each client.

The Danek Law Firm, LLC is a reputable legal institution located at 1255 Drummers Lane in Wayne, Pennsylvania. Specializing in various areas of law, their team of experienced lawyers are dedicated to providing top-notch legal services to their clients. Whether you are in need of assistance with personal injury cases, family law matters, or any other legal issue, The Danek Law Firm, LLC is committed to helping you navigate the legal system with professionalism and expertise. Contact them today to schedule a consultation and see how they can assist you with your legal needs.

ESQx Business Law, located in Wayne, Pennsylvania, is a legal counsel firm specializing in serving small businesses, innovators, and entrepreneurs in the Philadelphia area. With a mission to keep clients out of the corporate rat race, achieve financial independence, and make a positive impact, ESQx offers unparalleled legal services tailored to the unique needs of each client. Whether you are starting a new venture, launching a product, or managing an existing business, ESQx is here to help position you for success. From business formation to contract negotiation, trademark filing to business litigation, the firm provides comprehensive legal support to ensure the growth and protection of your business.

Herr Potts & Potts is a prestigious institution located at 200 Eagle Road in Wayne, Pennsylvania, United States. Specializing in accounting, finance, and legal services, our team of experts is dedicated to providing top-notch financial and legal solutions to our clients. With a reputation for excellence and a commitment to personalized service, Herr Potts & Potts is the go-to destination for all your financial and legal needs. Contact us today to see how we can help you achieve your goals.

Carlson, McAllister & Associates Inc. is a reputable accounting and finance institution located at 310 Sunrise Avenue in Honesdale, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their dedication to providing top-notch financial solutions has earned them a strong reputation in the community. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Carlson, McAllister & Associates Inc. is committed to helping you achieve your financial goals.

Sheeley Insurance Agency, located at 1114 Texas Palmyra Highway in Honesdale, Pennsylvania, is a locally owned and operated insurance agency specializing in home, auto, business, and day care center insurance throughout Pennsylvania. Since 1933, we have been serving individuals and businesses in Stroudsburg, Milford, Honesdale, and Dunmore, as well as Pike, Wayne, Monroe, and Lackawanna counties. As an independent agency, we work with multiple insurance carriers to find the best solutions for our clients at the best price. We are a Keystone Insurers Group Partner, giving us access to over 50 insurance companies and expertise in all types of markets.

Northpoint Lending NMLS 344272 is a reputable finance institution located at 113 West Lancaster Avenue in Wayne, Pennsylvania, United States. With a focus on providing top-notch lending services, Northpoint Lending NMLS 344272 is committed to helping individuals and businesses achieve their financial goals. Whether you are looking to purchase a new home, refinance your current mortgage, or secure a loan for your business, Northpoint Lending NMLS 344272 has the expertise and resources to assist you every step of the way. Trust in Northpoint Lending NMLS 344272 for all your lending needs.

Elliot Serber at CrossCountry Mortgage, LLC is a finance institution located at 353 West Lancaster Avenue in Wayne, Pennsylvania, United States. With a focus on providing top-notch mortgage services, Elliot Serber and his team offer personalized solutions to help clients achieve their financial goals. Whether you are looking to purchase a new home or refinance an existing mortgage, Elliot Serber at CrossCountry Mortgage, LLC is dedicated to delivering exceptional customer service and expert guidance every step of the way. Contact them today to learn more about their services and how they can assist you with your mortgage needs.

SEK, CPAs & Advisors is a leading accounting and finance institution located at 804 Wayne Avenue in Chambersburg, Pennsylvania, United States. With a team of experienced certified public accountants and financial advisors, SEK offers a wide range of services to help individuals and businesses manage their finances effectively. From tax preparation and auditing to financial planning and consulting, SEK is dedicated to providing personalized solutions tailored to meet the unique needs of each client. Visit us today to learn more about how SEK can help you achieve your financial goals.

Forthright Wealth Planning is a leading finance institution located at 111 Grandview Avenue in Honesdale, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth planning strategies. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, our experts are here to provide expert guidance and support every step of the way. Trust Forthright Wealth Planning to help you secure a prosperous financial future.

Edward Jones is a renowned finance institution located at 624 Park Street in Honesdale, Pennsylvania, United States. With a focus on personalized financial services, Edward Jones is dedicated to helping individuals and families achieve their long-term financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones offers expert advice and guidance to help you make informed decisions. Trust Edward Jones to provide you with the support and resources you need to secure your financial future.

Valley Creek Advisors is a renowned finance institution located at 1107 West Valley Road in Wayne, Pennsylvania, United States. Our team of expert advisors is dedicated to providing personalized financial solutions to help our clients achieve their goals. With a focus on wealth management, investment strategies, and financial planning, we strive to build long-lasting relationships based on trust and integrity. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Valley Creek Advisors is here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and see how we can help you secure your financial future.