TOP 30 Financial estate planning in North East, Pennsylvania

21 results found

North Star Strategic Wealth Partners is a leading financial institution located in Pittsburgh, Pennsylvania. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. From investment planning to retirement strategies, we offer a wide range of services tailored to meet the individual needs of each client. Visit us at 3000 McKnight East Drive to learn more about how we can help you navigate the complexities of the financial world and secure your financial future.

Rocco Stigliano: Primerica - Financial Services is a reputable finance and insurance agency located at 112 North Courtland Street in East Stroudsburg, Pennsylvania, United States. With a strong focus on providing quality financial services to individuals and families, Rocco Stigliano and his team offer a wide range of products and solutions to help clients achieve their financial goals. Whether you are looking for investment advice, insurance coverage, or retirement planning, Rocco Stigliano: Primerica - Financial Services is dedicated to providing personalized and professional assistance to meet your needs. Contact them today to learn more about how they can help you secure your financial future.

Edward Jones - Financial Advisor: Joellen T Nelson, AAMS™ is a reputable financial institution located at 69 East Main Street in North East, Pennsylvania, United States. Specializing in providing personalized financial planning and investment services, Joellen T Nelson, AAMS™ is dedicated to helping individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can expect expert guidance and support in navigating the complexities of the financial market. Contact Edward Jones - Financial Advisor: Joellen T Nelson, AAMS™ today to start your journey towards a secure financial future.

Derek Marinaro: Primerica - Financial Services is a reputable finance and insurance agency located at 112 North Courtland Street in East Stroudsburg, Pennsylvania, United States. With a focus on providing quality financial services to individuals and families, Derek Marinaro and his team are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance solutions, Primerica offers a range of services to meet your needs. Contact Derek Marinaro today to schedule a consultation and take the first step towards financial security.

At Merrill Lynch, Financial Advisor Andrew "Drew" Morrison and the Kish Morrison Group are dedicated to providing comprehensive wealth management services tailored to meet the unique needs of each client. Located in the heart of Pittsburgh, PA, our team offers insights on market trends and strategies to navigate potential opportunities and risks, all within a quick 15-minute consultation.Our Philosophy:We believe true wealth management extends beyond mere investment. Our holistic approach focuses on designing financial strategies that align with your most important goals, not just for your lifetime, but for generations to come. Whether you are accumulating wealth or looking to preserve it, we provide personalized attention and high-touch service to both high-net-worth clients and the emerging affluent. Core Principles:- Investment Manager Selection: We choose managers with consistent, favorable risk-adjusted returns and a tenure of five to ten years or more. - Asset Allocation: We believe asset allocation is the most crucial determinant of long-term investment returns. - Market Timing: We do not attempt to time the markets.

At Merrill Lynch Financial Advisor Michelle Kish, we pride ourselves on providing expert financial advice and comprehensive wealth management services to individuals and families in all stages of their financial journey. Located in the heart of Pittsburgh, PA, our team at the Kish Morrison Group believes that true wealth management extends beyond mere investment strategies. We adopt a holistic approach to help you design financial plans that are aligned with your most significant life goals, not just for your lifetime but for generations to come.Our Philosophy: Our investment philosophy is grounded in core principles that prioritize risk-adjusted returns, long-term asset allocation, and tax efficiency. We carefully select investment managers with consistent performance records and emphasize a total return approach that includes both price appreciation and income generation. We avoid market timing and focus on creating strategies that are resilient and adaptable.Services Offered:

Neighborhood Legal Services, located at 125 East North Street in New Castle, Pennsylvania, is a civil legal aid institution that works to promote fairness in the justice system for individuals regardless of their financial status. Serving Allegheny, Beaver, Butler, and Lawrence Counties, NLS provides high-quality legal services and community education to those who are low-income and vulnerable. Since its founding in 1966, NLS has assisted over 1.2 million individuals in need of legal assistance. While the institution strives to provide full representation to all applicants, funding limitations and eligibility criteria apply. NLS relies on financial support from the community to bridge the justice gap and help those in crisis. Volunteers, including attorneys, law students, and paralegals, are welcome to assist in providing equal access to justice. NLS offers various programs to address issues such as health advocacy for children, support for women in economic distress, assistance for individuals with disabilities, homelessness prevention, victim support, veteran services, and elder care planning. Testimonials from clients highlight the impact of NLS in resolving legal issues and improving lives.

Gorzynski Uglow & Farrell is a reputable accounting and finance institution located at 33 East Main Street in North East, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and auditing. Clients can trust in their expertise and personalized approach to meet their financial needs and goals.

Antonchak & Balkcom is a reputable finance institution located at 3 East North Street in Bethlehem, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, Antonchak & Balkcom is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy, reliable, and committed to excellence, Antonchak & Balkcom is a trusted partner in helping you secure a stable financial future.

Natalie Braddock - State Farm Insurance Agent is a trusted insurance agency located at 1338 East 38th Street in Erie, Pennsylvania, United States. Situated on the north side of E 38th St between Tuttle & Davison, near the Family Video store, our team is dedicated to helping you with all your insurance needs. Whether you need help getting organized with a business plan, tips on driving safely with your pet, or advice on rural road driving, we are here to assist you. We prioritize your safety and privacy, so please refrain from sharing sensitive personal information.

Julia M. Herzing, Esq. - Knox McLaughlin Gornall & Sennett, P.C. Located at 120 W 10th St, Erie, PA 16501, Julia M. Herzing, Esq. is a distinguished attorney operating under the reputable firm Knox McLaughlin Gornall & Sennett, P.C. With over 65 years of providing practical legal solutions, the firm has established itself as a cornerstone in the Erie community, serving businesses, families, public entities, and nonprofit organizations.

Jerome C. Wegley, Esq. is a distinguished professional operating out of Erie, Pennsylvania, providing a comprehensive suite of services in accounting, finance, and legal consultation. Located at 120 W 10th St, Erie, PA 16501, Jerome C. Wegley, Esq. is an integral part of the esteemed Knox McLaughlin Gornall & Sennett, P.C., a full-service law firm with a legacy of over 65 years. The firm is renowned for delivering practical solutions to a diverse clientele, including businesses, families, public entities, and nonprofit organizations. In addition to his legal practice, Jerome C. Wegley, Esq. offers specialized services in content management, website design, e-commerce, and web development, catering to the modern needs of businesses in Erie and beyond. His multifaceted expertise ensures that clients receive tailored, innovative solutions to navigate their financial, legal, and digital challenges effectively.

Timothy M. Zieziula, Esq. is a distinguished legal professional based in Erie, Pennsylvania, operating from the reputable law firm Knox McLaughlin Gornall & Sennett, P.C., located at 120 W 10th St, Erie, PA 16501. With a legacy spanning over 65 years, Knox McLaughlin Gornall & Sennett, P.C. has been a cornerstone in providing comprehensive legal solutions to a diverse clientele, including businesses, families, public entities, and nonprofit organizations. Timothy M. Zieziula, Esq. brings a wealth of expertise and a commitment to delivering practical and effective legal counsel. The firm’s broad spectrum of services encompasses content management, website design, e-commerce, and web development, making it a versatile partner for modern legal and technological needs in the Erie region. Whether you require assistance with corporate law, family matters, or digital business solutions, Timothy M. Zieziula, Esq. and the dedicated team at Knox McLaughlin Gornall & Sennett, P.C. are equipped to provide the guidance and support you need to navigate today’s complex legal landscape.

Easter Seals Western and Central Pennsylvania is a leading nonprofit organization dedicated to achieving full equity, inclusion, and access for individuals with disabilities. With over 105 years of service, Easter Seals has been a cornerstone in enriching education, enhancing health, expanding employment opportunities, and elevating community support. Our Mission:

Jeffrey D. Scibetta, Esq. is a distinguished professional operating within the reputable law firm Knox McLaughlin Gornall & Sennett, P.C., located at 120 W 10th St, Erie, PA 16501, United States. Specializing in accounting, finance, and legal services, Jeffrey D. Scibetta offers expert guidance and practical solutions to a diverse clientele, including businesses, families, public entities, and nonprofit organizations. With over 65 years of dedicated service, Knox McLaughlin Gornall & Sennett, P.C. has established itself as a full-service law firm committed to excellence and client satisfaction. In addition to its core legal and financial services, the firm also provides content management, website design, e-commerce, and web development services, making it a comprehensive resource for clients in Erie, Pennsylvania, seeking both legal and digital solutions.

Westminster Investment Group is a distinguished real estate agency located at 23 East North Street, New Castle, Pennsylvania 16101, United States. Specializing in a comprehensive range of real estate services, Westminster Investment Group is committed to helping clients navigate the complexities of buying, selling, and investing in properties. Their experienced team of professionals is dedicated to providing personalized and strategic advice tailored to meet the unique needs of each client. Whether you are a first-time homebuyer, a seasoned investor, or looking to sell your property, Westminster Investment Group offers unparalleled expertise and a customer-focused approach to ensure a seamless and successful real estate experience. Visit them today to explore how they can assist you in achieving your real estate goals.

Christine H. McClure - Knox McLaughlin Gornall & Sennett, P.C. Located at 120 W 10th St, Erie, PA 16501, Christine H. McClure is a distinguished lawyer operating under the reputable law firm, Knox McLaughlin Gornall & Sennett, P.C. With over 65 years of experience, this full-service law firm has built a strong legacy of providing practical and effective legal solutions to a diverse clientele, including businesses, families, public entities, and nonprofit organizations.

Thomas A. Tupitza, Esq. is a prominent legal professional based in Erie, PA, known for his expertise in accounting, finance, and law. Operating out of the esteemed Knox McLaughlin Gornall & Sennett, P.C. at 120 W 10th St, Erie, PA 16501, Thomas A. Tupitza offers a comprehensive range of legal services. Knox McLaughlin Gornall & Sennett, P.C. is a full-service law firm with a rich history of over 65 years, dedicated to providing practical solutions to businesses, families, public entities, and nonprofit organizations. In addition to his legal prowess, Thomas A. Tupitza is associated with content management, website design, e-commerce, and web development services, helping local businesses in Erie, Pennsylvania, to thrive in the digital age. Whether you need expert legal advice, financial guidance, or innovative digital solutions, Thomas A. Tupitza, Esq. and the team at Knox McLaughlin Gornall & Sennett, P.C. are committed to delivering excellence and personalized service to meet your unique needs.

Michael J. Musone, Esq. is a reputable law practice located at 120 W 10th St, Erie, PA 16501, United States. As a part of Knox McLaughlin Gornall & Sennett, P.C., Michael J. Musone offers extensive legal expertise to a diverse clientele, including businesses, families, public entities, and nonprofit organizations. With over 65 years of experience, the firm is known for delivering practical legal solutions tailored to meet the unique needs of their clients. In addition to legal services, the firm also provides content management, website design, e-commerce, and web development services, making it a comprehensive resource for both legal and digital business needs in Erie, Pennsylvania.

Frances A. McCormick, Esq. is a distinguished lawyer located at 120 W 10th St, Erie, PA 16501, United States. As a part of the renowned Knox McLaughlin Gornall & Sennett, P.C. law firm, Frances A. McCormick brings a wealth of expertise and a commitment to delivering practical and effective legal solutions. With over 65 years of service, Knox McLaughlin Gornall & Sennett, P.C. has established a strong reputation for assisting businesses, families, public entities, and nonprofit organizations in Erie, Pennsylvania. In addition to traditional legal services, Frances A. McCormick and the firm are well-versed in content management, website design, e-commerce, and web development services. This unique combination of legal and technical expertise ensures that clients receive comprehensive support tailored to their specific needs. Whether you require assistance with complex business transactions, family law matters, or digital presence management, Frances A. McCormick, Esq. is dedicated to providing exceptional service and practical solutions.

Merrill Lynch Private Wealth Advisor Gennaro R DiSilvio is dedicated to empowering prosperity and simplifying wealth for a select clientele. Located in the heart of Pittsburgh, PA, our office on the 49th floor of 600 Grant St is a beacon of financial expertise and personalized service. We specialize in transforming complex financial landscapes into seamless, straightforward pathways, ensuring a legacy of stability and growth for individuals, families, business owners, and executives.