TOP 30 Financial estate planning in Greensburg, Pennsylvania

42 results found

The Henry Group - Ameriprise Financial Services, LLC is a finance institution located at 232 West Otterman Street in Greensburg, Pennsylvania, United States. As a recipient of the Ameriprise Client Experience Award in 2023, we offer complimentary initial consultations to assist with your financial goals, whether it be retirement planning, education savings, or other major purchases. Our experienced team provides investment recommendations tailored to your individual goals and risk tolerance, and we regularly review and update your financial approach as needed. You can easily track your progress towards your goals and access your accounts securely from any device. We are proud to have received recognition for our dedication to providing a great client experience. Contact us to schedule a consultation and learn more about how we can help you achieve your financial goals. Please note that Ameriprise financial advisors are registered to do business in specific U.S. states, and all users of our website are bound by our terms and regulations.

Varner Financial Group is a leading finance institution located at 1001 Tower Way in Greensburg, Pennsylvania, United States. With a team of experienced professionals, Varner Financial Group offers a wide range of financial services including investment management, retirement planning, estate planning, and insurance solutions. Whether you are an individual looking to secure your financial future or a business seeking strategic financial guidance, Varner Financial Group is dedicated to helping you achieve your goals. Trust Varner Financial Group to provide personalized and comprehensive financial solutions tailored to your specific needs.

Senior Estate Associates is a reputable finance institution located at 440 Pellis Road in Greensburg, Pennsylvania. With a focus on serving the financial needs of seniors, our experienced team of professionals provide personalized estate planning and investment services to help our clients secure their financial futures. Whether you are looking to create a will, establish a trust, or manage your retirement funds, Senior Estate Associates is dedicated to helping you navigate the complexities of financial planning with ease and confidence. Trust us to be your partner in securing your estate for generations to come.

Timothy Henry - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 232 West Otterman Street in Greensburg, Pennsylvania, offers a range of financial services to meet the needs of individuals and businesses. Timothy Henry holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, investment strategies, estate planning, and retirement planning. With a commitment to ethical practices and ongoing education, Timothy Henry provides personalized financial advice tailored to each client's unique goals and circumstances. Whether you are planning for retirement, managing your investments, or navigating complex financial situations, Timothy Henry is dedicated to helping you achieve financial success.

Burd Financial Group is a comprehensive financial, health, and insurance agency located at 1602 Broad Street in Greensburg, Pennsylvania, United States. Our experienced team is dedicated to providing personalized solutions to meet the unique needs of our clients. Whether you are looking for investment advice, health insurance options, or need assistance with your insurance coverage, Burd Financial Group is here to help. Contact us today to schedule a consultation and start planning for a secure financial future.

Mauricio Sanchez Rodriguez is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 258 Frye Farm Road in Greensburg, Pennsylvania, United States. Mauricio 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®. Mauricio specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and seniors. Mauricio is dedicated to upholding the highest standards of ethics and professionalism in the financial industry. Contact Mauricio Sanchez Rodriguez for expert advice on asset management, investment strategies, estate planning, retirement planning, insurance products, and more.

Robert Rodino Jr is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 258 Frye Farm Road in Greensburg, Pennsylvania, United States. With a variety of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Robert is dedicated to providing comprehensive financial planning services to individuals and businesses. Specializing in asset management, retirement planning, estate planning, and investment strategies, Robert offers expert advice to help clients achieve their financial goals. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Robert Rodino Jr is committed to providing personalized solutions tailored to your unique needs.

Edward Jones - Financial Advisor: Chad Rosensteel, ChFC®, is a reputable finance institution located at 2040 Frederickson Place in Greensburg, Pennsylvania, United States. Chad Rosensteel, a Chartered Financial Consultant, offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized attention and tailored solutions, Edward Jones is committed to providing top-notch financial planning and investment management services. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Chad Rosensteel and his team are dedicated to helping you navigate the complexities of the financial world with confidence.

Edward Gaskey - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 258 Frye Farm Road in Greensburg, Pennsylvania, United States. Edward Gaskey 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®, 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, investment strategies, estate planning, retirement planning, and various other financial planning areas. Edward Gaskey is dedicated to providing comprehensive and tailored financial advice to his clients, ensuring they are well-equipped to achieve their financial goals.

Wayne Washowich - Ameriprise Financial Services, LLC is a finance institution located at 701 East Pittsburgh Street, Greensburg, Pennsylvania, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to provide expert financial advice to their clients. These certifications include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 cover a wide range of financial planning topics, ensuring that advisors are well-equipped to meet the diverse needs of their clients. Whether you are looking for retirement planning, estate planning, investment management, or specialized advice for veterans and military personnel, Wayne Washowich - Ameriprise Financial Services, LLC has advisors with the expertise to help you achieve your financial goals.

Douglas Walter Comin is a Financial Advisor at Ameriprise Financial Services, LLC located at 258 Frye Farm Road, Greensburg, Pennsylvania, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications showcase his expertise in asset management, retirement planning, estate planning, and investment strategies. He is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continued education, Douglas Walter Comin is committed to helping clients make informed decisions to achieve their financial goals.

Thrivent Financial - Loyalhanna Group is a reputable finance and insurance agency located at 161 East Otterman Street in Greensburg, Pennsylvania, United States. With a commitment to helping individuals and families achieve financial security and peace of mind, the Loyalhanna Group offers a wide range of services including wealth management, retirement planning, insurance solutions, and more. Their team of experienced professionals are dedicated to providing personalized guidance and tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Thrivent Financial - Loyalhanna Group is here to help you every step of the way.

Edward Jones - Financial Advisor: Adam J Riggle, CFP®|AAMS™ is a reputable financial institution located at 137 Mathews Street in Greensburg, Pennsylvania, United States. Adam J Riggle, a Certified Financial Planner and Accredited Asset Management Specialist, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning, investment management, retirement planning, and estate planning services. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Adam J Riggle and his team are dedicated to helping you navigate the complexities of the financial world and make informed decisions that align with your unique financial objectives.

Gaskey & Associates - Ameriprise Financial Services, LLC is a finance institution located at 258 Frye Farm Road in Greensburg, Pennsylvania, United States. They are the proud recipients of the Ameriprise Client Experience Award for 2023. The team at Gaskey & Associates is dedicated to providing exceptional client service and personalized financial advice to help individuals reach their financial goals. They offer one-to-one consultations to discuss what is most important to each client and provide an overview of financial planning concepts. Ameriprise financial advisors are registered to do business in certain U.S. states and clients can find background and qualification information on FINRA's BrokerCheck website. The institution cannot guarantee future financial results, but they strive to create a positive experience for all clients. Gaskey & Associates welcomes referrals and is committed to helping friends and family members achieve their financial goals. Clients can expect to hear from the team soon after a referral is made. The institution abides by Ameriprise Financial Website Rules and Regulations, and values privacy and security for all clients.

Trustmont Financial Group Inc is a finance institution located at 200 Brush Run Road in Greensburg, Pennsylvania, United States. With a team of experienced financial professionals, Trustmont offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning services, Trustmont is dedicated to providing personalized solutions to meet your unique needs. Trustmont Financial Group Inc is committed to building long-lasting relationships with clients based on trust, integrity, and superior financial expertise.

Thatcher's Notary is a reputable financial institution located at 6741 U.S. 22 in Greensburg, Pennsylvania. Our experienced team of professionals provides a wide range of notary services to meet the needs of our clients. Whether you require assistance with legal documents, vehicle titles, or other important paperwork, we are here to help. Trust Thatcher's Notary for reliable and efficient notary services in the Greensburg area.

Notary 2 Go LLC is a reputable finance institution located at 932 Saint Clair Way in Greensburg, Pennsylvania. They specialize in providing professional notary services to individuals and businesses in the area. With a team of highly trained and experienced notaries, they offer efficient and reliable document notarization services. Whether you need a power of attorney, loan documents, real estate papers, or any other legal documents notarized, Notary 2 Go LLC is the go-to place. Their convenient location and flexible hours make it easy for clients to get their documents notarized quickly and efficiently. Trust Notary 2 Go LLC for all your notary needs.

Bleasdale Law Office, PC, located at 500 Market Street in Bridgewater, Pennsylvania, is a trusted finance institution specializing in bankruptcy law. If you are dealing with overwhelming debt and seeking financial freedom, our experienced bankruptcy attorney in Pittsburgh and Greensburg, PA, can help. We offer personalized consultations to determine the best course of action for your situation, whether it be filing for Chapter 7 or Chapter 13 bankruptcy. Our clients have praised our compassionate and detailed approach to handling their cases. We understand the stress that comes with financial difficulties and strive to provide affordable legal services to help you get back on track. Whether you are a widow facing debt after a loss or simply need guidance on managing your finances, our team is here to assist you every step of the way.

LAW CARE: David A. Colecchia and Associates is a reputable law firm located at 324 South Maple Avenue in Greensburg, Pennsylvania. Specializing in various areas of law, including personal injury, criminal defense, family law, and estate planning, the experienced attorneys at this institution are dedicated to providing top-notch legal services to their clients. With a commitment to professionalism, integrity, and personalized attention, LAW CARE: David A. Colecchia and Associates is a trusted choice for individuals seeking expert legal representation in Greensburg and the surrounding areas.

McDowell Associates is an established insurance agency located at 231 South Main Street, Greensburg, Pennsylvania, United States. With over 100 years of experience, we have been dedicated to protecting businesses and families in Western Pennsylvania. Our services include car insurance, wealth management, and virtual service options to ensure that what's yours stays yours, no matter what life throws your way. As a trusted partner, we offer a range of options to keep you and the things that matter most to you safe. Whether it's your car, home, or business, McDowell Associates is here to guide you through the complexities of insurance and financial planning. Contact us today to secure the future you want and deserve.

Stifel is a finance institution located at 100 South Main Street in Greensburg, Pennsylvania, United States. With a reputation for excellence in financial services, Stifel offers a wide range of investment and wealth management solutions to individuals, businesses, and institutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Stifel is committed to providing you with the tools and support you need to succeed. Visit their office in Greensburg today to learn more about how Stifel can help you secure your financial future.

Edward P Opst, CPA is a reputable accounting and finance institution located at 1225 South Main Street in Greensburg, Pennsylvania, United States. With years of experience in the field, Edward P Opst offers a wide range of services including tax preparation, financial planning, and business consulting. Their team of certified public accountants are dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need assistance with tax filing or strategic financial advice, Edward P Opst, CPA is here to help you achieve your financial goals.

Vince Kremer - Thrivent is a finance institution located at 3800 West 12th Street in Erie, Pennsylvania, United States. Specializing in retirement strategies to help clients reach their goals and live their values, the institution is licensed in multiple states including AL, AZ, CA, FL, GA, MD, MI, NC, NJ, NY, OH, and VA. The main office is situated on the northwest corner of 12th & Powell in Erie, PA, with additional offices in Pittsburgh at 1736 Ferguson Rd, Allison Park, PA 15101, and 161 E Otterman St., Ste 3, Greensburg, PA 15601. Thrivent is committed to giving back to the community through volunteer activities. The institution offers financial planning services and guidance through its Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Financial advisors at Thrivent are credentialed to provide investment advisory services, and more information about professional designations can be found on the institution's website.

Vince Kremer - Thrivent is a finance institution located at 1736 Ferguson Road in McCandless, Pennsylvania, United States. Specializing in retirement strategies to help clients reach their goals and live their values, the institution is licensed in multiple states including AL, AZ, CA, FL, GA, MD, MI, NC, NJ, NY, OH, and VA. The main office is situated on the northwest corner of 12th & Powell in Erie, PA, with additional offices in Allison Park and Greensburg. Thrivent is known for its commitment to giving back through volunteer activities. The institution offers financial planning services, investment advisory services, and insurance products through licensed professionals. Thrivent does not provide legal, accounting, or tax advice, and encourages clients to consult with their own professionals in these areas. Visit their website for more information on their services and financial advisors.

PWA Wealth Management, located at 542 Rugh Street in Greensburg, Pennsylvania, is a finance institution that offers comprehensive wealth management and investment advisory services to clients of all types. Our Pittsburgh financial advisors provide services such as committee education, donor development, OCIO services, performance reporting, and investment management to nonprofit clients. Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or other financial services, our advisors are ready to assist you. We support employer organizations through services such as 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, and financial wellness programs. Our financial advisors utilize a centralized model and a deep bench of resources to provide a top-notch experience for every client. With a commitment to developing and strengthening client relationships, our team at PWA Wealth Management prioritizes your needs above all else.

Baird Private Wealth Management is a leading finance institution located at 540 Pellis Road in Greensburg, Pennsylvania, United States. With a focus on providing personalized wealth management services, Baird offers tailored solutions to help clients achieve their financial goals. From investment planning to estate planning, Baird's team of experienced professionals work closely with clients to develop comprehensive strategies that align with their unique needs and objectives. With a commitment to excellence and a reputation for integrity, Baird Private Wealth Management is dedicated to helping clients secure their financial future.

Park Avenue Wealth Management is a leading financial institution located at 143 Hartman Road in Greensburg, Pennsylvania. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management services. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we are here to provide expert guidance and support. At Park Avenue Wealth Management, we prioritize building long-lasting relationships with our clients based on trust, integrity, and exceptional service. Contact us today to learn more about how we can help you secure your financial future.

Integrity Retirement Solutions, LLC is a finance institution located at 1225 South Main Street in Greensburg, Pennsylvania, United States. We specialize in providing comprehensive retirement planning services with a focus on integrity and transparency. Our team of experienced financial advisors is dedicated to helping clients achieve their retirement goals through personalized strategies and sound investment advice. Whether you are just starting to plan for retirement or are looking to maximize your current savings, Integrity Retirement Solutions, LLC is committed to guiding you every step of the way. Contact us today to schedule a consultation and take the first step towards a secure financial future.

TracyCo - C.B. Tracy & Associates, Inc. is a multi-faceted institution located at 506 Pellis Road in Greensburg, Pennsylvania. Specializing in finance, health, and insurance services, TracyCo offers a wide range of solutions to meet the diverse needs of individuals and businesses. With a team of experienced professionals, TracyCo is dedicated to providing top-notch customer service and personalized guidance to help clients achieve their financial and health goals. Whether you are looking for investment advice, health insurance options, or risk management solutions, TracyCo is here to support you every step of the way. Visit us today to see how we can help you secure your financial future and protect your well-being.

PWR Planners is a renowned institution located at 200 Brush Run Road in Greensburg, Pennsylvania, United States. With a team of experienced and dedicated professionals, PWR Planners specializes in providing comprehensive planning services for individuals, businesses, and organizations. From financial planning to investment management, retirement planning to estate planning, PWR Planners is committed to helping clients achieve their financial goals and secure their future. With a focus on personalized service and tailored solutions, PWR Planners is a trusted partner in financial planning.