TOP 30 Financial estate planning in York, Pennsylvania

132 results found

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 an insurance agency located at 922 15th Street, Franklin, Pennsylvania, United States. They offer permanent policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and the ability to invest policy cash value in the market. Their services include helping with everyday tasks, replacing lost income due to sickness or injury, and professionally managed investments with potential market gains. They also offer guidance on creating investment strategies, estate planning, and insurance options for employees, executives, and business owners. With over 12,000 agents nationwide, New York Life provides tailored solutions to meet individual needs and budgets, supported by their high financial ratings and commitment to community engagement. Their mission is to make the world a better place through responsible investing, charitable giving, and diverse workforce representation. They offer resources and tools to help individuals prepare for their financial future, with a focus on customer satisfaction and community support.

New York Life is an insurance agency located at 45 Seneca Street, Oil City, Pennsylvania, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is customizable to your needs and budget. The institution provides expert guidance on investment strategies, estate planning, and creating a financial legacy. With a diverse and welcoming workplace, New York Life has been recognized as an industry leader for over 175 years. They offer best-in-class products and solutions to help grow your financial security and peace of mind. The institution is committed to giving back to communities through charitable giving, volunteer work, and philanthropic initiatives. With a workforce that reflects the communities they serve, New York Life is dedicated to helping individuals, families, and communities thrive.

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.

New York Life, located at 928 Church Street in Honesdale, Pennsylvania, is a reputable insurance agency offering a variety of permanent policies with guaranteed benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest in the market. They provide support for everyday tasks, income replacement in case of illness or injury, professionally managed investments, and guidance for estate planning. With over 12,000 agents nationwide, New York Life offers best-in-class products and solutions to help secure your financial future. Their commitment to diversity, responsibility, and service has earned them recognition as an industry leader. Whether you're just starting to plan for your financial future or need help with a complex situation, New York Life can tailor their solutions to meet your needs. They also give back to the community through charitable donations and volunteer hours, making a positive impact at both local and national levels. With a diverse workforce that reflects the communities they serve, New York Life is dedicated to helping families thrive and achieve financial security.

New York Life is an insurance agency located at 407 West Barnard Street, West Chester, Pennsylvania, United States. They offer permanent policies with guaranteed death benefits and cash value growth, as well as long-term coverage that is customizable to fit your needs and budget. Their policies also allow you to invest your cash value in the market, providing potential for market gains. In addition to traditional insurance coverage, New York Life offers support for everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance on creating an estate plan. They also provide insurance options for employees, executives, business owners, and more.

New York Life is an insurance agency located at 1701 Washington Boulevard, Easton, Pennsylvania, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage is highly customizable to fit your needs and budget, with the option to invest your policy's cash value in the market. They also provide coverage for everyday tasks, lost income due to sickness or injury, and investments designed to help pay for education expenses. New York Life offers expert guidance to create investment strategies, estate plans, and insurance solutions tailored to your unique needs. With a diverse and welcoming workplace, they have been recognized as an industry leader for over 175 years. Their commitment to community engagement and charitable giving reflects their values of diversity, responsibility, and service. Whether you're just starting to plan for your financial future or managing a complex situation, New York Life can help you create customized solutions to meet your needs and budget. With a workforce that reflects the communities they serve, they are dedicated to helping individuals, families, and communities thrive.

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.

New York Life Insurance Company - Tyler Marlatt is an insurance agency located at 1205 Westlakes Drive in Berwyn, Pennsylvania. As a trusted provider of life insurance, retirement planning, and investment products, we are dedicated to helping our clients secure their financial future. With a focus on personalized service and expert guidance, we strive to offer comprehensive solutions tailored to each individual's needs. Contact us today to learn more about how we can help protect and grow your assets for the long term.

New York Life: Kaniper James A is an insurance agency located at 2124 Northampton Street, Easton, Pennsylvania, United States. They offer permanent policies with guaranteed death benefits and cash value growth, long-term coverage that is customizable to individual needs and budgets, and the ability to invest policy cash value in the market. They provide support for everyday tasks, income replacement due to illness or injury, professionally managed investments, and guidance on creating an investment strategy and estate plan. The institution also offers insurance for employees, executives, and business owners, as well as charitable giving and community engagement initiatives. With over 12,000 agents nationwide, New York Life is committed to helping individuals and families thrive financially and emotionally. Their mission is to make the world a better place through responsible investing, community engagement, and diversity in the workforce. Through their New York Life Foundation, they support educational enhancement, childhood bereavement, grassroots community efforts, and workplace initiatives. With a strong financial rating and a focus on giving back, New York Life is a trusted partner in planning for the future.

John Sanfratello - Prudential Financial is a trusted finance and insurance agency located at 1108 York Road in Warminster, Pennsylvania. With a commitment to providing personalized financial solutions and exceptional customer service, our team of professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, we are here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Larry K. Oxenberg New York Life is a reputable insurance agency located at 261 Old York Road in Jenkintown, Pennsylvania, United States. With a focus on providing top-notch insurance products and services, the institution is dedicated to helping individuals and families protect their financial future. Whether you are looking for life insurance, retirement planning, or investment options, the experienced team at Larry K. Oxenberg New York Life is committed to guiding you through the process and finding the best solutions to meet your needs. Trustworthy, reliable, and customer-oriented, this institution is a trusted partner in securing your peace of mind.

New York Life is an insurance agency located at 261 Old York Road, Jenkintown, Pennsylvania, United States. They offer permanent policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and the ability to invest policy cash value in the market. The institution helps pay for everyday tasks assistance, replaces lost income due to sickness or injury, and provides professionally managed investments with potential market gains. They also offer bundled investments with low fees, education expense coverage, and income options with additional earnings potential. New York Life provides expertise in creating investment strategies, estate planning, and insurance options for employees, executives, and small businesses. With a diverse workforce and a commitment to community engagement, New York Life has been recognized as an industry leader for over 175 years. Their mission is to help individuals, families, and communities thrive through financial security and responsible investing. By offering flexible solutions tailored to individual needs and budgets, New York Life aims to create a better world for policy owners and their communities.

New York Life is an insurance agency located at 81 Knapp Rd, Port Allegany, Pennsylvania, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is customizable to your needs and budget. Their services include investments in the market, income replacement in case of sickness or injury, and assistance with everyday tasks. They also provide expert guidance on investment strategies, estate planning, and insurance options for employees, executives, and small businesses. With over 12,000 agents nationwide, New York Life is committed to helping individuals and families protect their financial futures and thrive. They have been in business since 1845 and have a strong reputation for financial stability and community engagement. Their mission is to make the world a better place through responsible investing, charitable giving, and supporting diverse communities. Whether you are just starting to plan for your financial future or need help with a complex situation, New York Life offers tailored solutions to meet your needs and goals. With a diverse workforce and a focus on giving back, New York Life is dedicated to helping individuals, families, and communities thrive.

At Harmeet Sawhney, Financial Professional - New York Life, we are dedicated to helping individuals and businesses in Pittsburgh, PA, navigate their financial journeys with confidence and clarity. Our mission is to provide comprehensive financial and insurance solutions that are tailored to meet the unique needs and goals of each client. With a strong foundation in finance and insurance, we offer a wide range of services designed to protect and grow your assets while ensuring your peace of mind.Our Services:1. Permanent Life Insurance Policies: - Guaranteed death benefit and cash value that grows over time. - Long-term coverage customizable to your needs and budget.2. Investment-Linked Insurance: - Long-term coverage with the ability to invest your policy’s cash value in the market.3. Long-Term Care Insurance:

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:

Welcome to Joseph D Amore - Associate Financial Advisor at Ameriprise Financial Services, LLC, located in the heart of New Hope, Pennsylvania. Situated at 6444 Lower York Road, our office is dedicated to providing exceptional financial advisory services tailored to meet your unique needs. Joseph D Amore is committed to guiding you through the complexities of financial planning with professionalism and expertise. As a trusted financial advisor, Joseph holds numerous prestigious certifications, ensuring a broad and deep understanding of various financial disciplines. With the AAMS™ (Accredited Asset Management Specialist™) designation, Joseph adheres to a strict code of ethics and has completed comprehensive coursework that equips him to address real-world asset management challenges. This certification covers critical topics such as asset allocation, investment strategies, estate planning, and more.

Sue's Mobile Notary is a finance institution located at 1849 2nd Avenue in York, Pennsylvania, United States. We offer convenient mobile notary services to assist with all of your financial documentation needs. Our experienced and professional team is dedicated to providing efficient and reliable services to our clients. Whether you need documents notarized for loans, real estate transactions, or any other financial matters, Sue's Mobile Notary is here to help. Contact us today to schedule an appointment.

TruAdvantage Team is a leading finance and real estate agency located at 2056 Springwood Road in York, Pennsylvania, United States. With a team of experienced professionals, they provide expert guidance and personalized solutions for all your financial and real estate needs. Whether you are looking to buy or sell a property, invest in real estate, or secure financing, TruAdvantage Team is dedicated to helping you achieve your goals and maximize your success. Trust in their expertise and commitment to excellence for all your financial and real estate endeavors.

Located at 901 Delta Road in Red Lion, Pennsylvania, the Andrea S Anderson Law Offices, also known as Anderson Andrea S, is a trusted institution offering legal services since 1985. Specializing in family, estate, and business law, our mission is to provide confident guidance when you need it most. Our team of experienced attorneys is dedicated to protecting your family, financial future, home, and business. At Andrea S Anderson Law Offices, we prioritize serving our clients by being genuine, patient listeners who understand your unique needs. Whether you need assistance with estate planning, real estate transactions, starting a business, or other legal matters, we are here to help you through life's challenges. Our goal is to treat you with respect and reassurance, making the legal process less intimidating and more understandable.

The Law Offices of Hoffmeyer & Semmelman is a highly respected institution located in York, Pennsylvania. Specializing in accounting, finance, and legal services, our team of experienced attorneys is dedicated to providing top-notch representation for our clients. From estate planning and tax law to business transactions and real estate matters, we offer a wide range of services to meet our clients' needs. Conveniently situated at 30 North George Street, our office is easily accessible for individuals and businesses in the York area. Trust the Law Offices of Hoffmeyer & Semmelman for expert guidance and personalized solutions for all your legal and financial needs.

Dave Mumma - State Farm Insurance Agent is a trusted insurance agency located at 951 York Street in Hanover, Pennsylvania. With a commitment to providing personalized service and comprehensive insurance solutions, Dave Mumma and his team strive to protect their clients' assets and financial well-being. Whether you are in need of auto, home, life, or business insurance, you can rely on Dave Mumma - State Farm Insurance Agent to guide you through the process and find the coverage that best fits your needs. Contact them today for a quote and experience the peace of mind that comes with having a reliable insurance partner by your side.

Bogar & Associates is a reputable institution located at 505 Old York Road in Jenkintown, Pennsylvania. Specializing in providing top-notch financial and legal services, our experienced team of professionals is dedicated to helping clients navigate complex financial matters with ease. Whether you need assistance with tax planning, estate planning, investment management, or other financial services, Bogar & Associates is here to help. Trust us to provide personalized solutions tailored to your unique needs and goals. Contact us today to learn more about how we can assist you in achieving financial success.

John G. Bergdoll Attorney at Law is a reputable finance and legal institution located at 300 West Market Street in York, Pennsylvania, United States. Specializing in various areas of law, including finance, Mr. Bergdoll provides expert legal counsel and representation to clients in need of professional guidance. With years of experience and a proven track record of success, clients can trust in the expertise and dedication of John G. Bergdoll Attorney at Law for all their legal needs.

The First National Bank & Trust Company, located at 408 Lower York Road in New Hope, Pennsylvania, is a full-service institution offering ATM, banking, and financial services. The online banking portal has recently been redesigned for a better user experience. The Solebury branch provides personal and business banking and loan services to individuals and companies in the surrounding areas. Established in 1999, the branch is handicap accessible with drive-up banking and ATM services available. With Saturday morning hours, The First is dedicated to providing exceptional customer service to the community. As Bucks County's oldest independent community bank, The First prides itself on customer loyalty and reinvesting profits back into the local community. Branch Managers Jean Heath and Brad Kuder are available to assist with any banking needs. Visit The First National Bank & Trust Company to experience personalized banking solutions and quick decision-making from a team of experts. Please note that links on the website may redirect you to other sites, and The First is not responsible for their content. Thank you for visiting The First National Bank & Trust Company's website.

The Evergreen Valley Group - Morgan Stanley is a leading financial institution located at 221 West Philadelphia Street in York, Pennsylvania, United States. With a commitment to providing top-notch financial services and investment solutions, our team of experts at Morgan Stanley are dedicated to helping our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The Evergreen Valley Group - Morgan Stanley is here to help you every step of the way. Contact us today to learn more about our personalized financial services and how we can assist you in reaching your financial objectives.

Castle Hill Capital is a finance institution located at 1810 East Market Street in York, Pennsylvania, United States. With a focus on providing expert financial services and investment solutions, Castle Hill Capital is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, the team at Castle Hill Capital is committed to providing personalized and comprehensive financial advice. Trust in Castle Hill Capital to guide you towards a secure financial future.