TOP 30 Financial health check ups in Media, Pennsylvania

3 results found

Diamond State Financial Group- Media is a finance and insurance agency located at 200 East State Street, Media, Pennsylvania, United States. Since 1989, we have been dedicated to helping clients achieve their long-term financial goals through quality financial products and expert advice. Our team prioritizes personal relationships and focuses on simplifying financial services based on individual needs. Whether you are a business owner looking to optimize value or an individual seeking a tailored financial plan, we are here to help. Our experienced professionals can assist with retirement planning, benefits packages, investment strategies, and more. We understand that managing finances can be overwhelming, which is why we offer personalized solutions to secure your future.

Merrill Lynch Financial Advisor Edward Kassab, located at 300 West State Street in Media, Pennsylvania, is dedicated to understanding your values and helping you achieve your financial goals. With over a decade of experience as a CERTIFIED FINANCIAL PLANNER™ professional and Certified Exit Planning Advisor, Edward Kassab creates personalized financial strategies for individuals, families, and business owners. He focuses on guiding clients through significant life transitions, such as retirement planning, college savings, and managing concentrated stock positions. At Merrill Lynch Wealth Management, Edward Kassab and his team prioritize building strong client relationships based on trust and personalized service. They offer comprehensive financial planning, tailored to each client's individual story and goals. By utilizing the global resources of Merrill, they provide investment insights and banking solutions from Bank of America to help clients navigate their financial journeys.

At Shred Nations, we specialize in connecting individuals and businesses with top-tier paper shredding providers, ensuring your sensitive documents are securely destroyed. Conveniently located in Bridgeville, PA, our drop-off shredding services at The UPS Store offer a cost-effective solution for small-scale shredding projects, perfect for volumes of 90lbs or less. Services Offered: