TOP 10 Financial legacy planning in York, PA
26 results found
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Carr Financial Services, Inc
● OpenCarr Financial Services, Inc is a reputable finance institution located at 1216 Perry Lane in York, Pennsylvania, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized and efficient solutions to meet the unique needs of our clients. Whether you need assistance with investments, retirement planning, or insurance, Carr Financial Services, Inc is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
1216 Perry Ln, York, PA 17403, United States -
Keller Financial Associates
● ClosedKeller Financial Associates is a finance institution located at 4185 West Market Street in York, Pennsylvania, United States. Our mission is to help individuals become financially savvy by providing simple, useful, and easy-to-understand financial tips and principles through on-demand videos. At Keller Financial Associates, we offer free one-on-one consultations to create a comprehensive financial road-map tailored to your specific goals. Our goal is to eliminate stress, provide clarity, and put you on the path to financial success.
4185 W Market St, York, PA 17408, United States -
Swope Financial Partners
● ClosedSwope Financial Partners is a finance institution located at 4185 West Market Street in York, Pennsylvania, United States. Our team of experienced financial professionals is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to help. Contact us today to schedule a consultation and start building a secure financial future.
4185 W Market St, York, PA 17403, United States -
Ronald D Jones Financial Services
● OpenRonald D Jones Financial Services is a finance institution located at 101 Alwine Road, Saxonburg, Pennsylvania, United States. The institution specializes in providing holistic financial guidance to help individuals live their best lives and prepare for a strong future. They believe in leaving a legacy of love and financial security, emphasizing the importance of life insurance as a priority. With over 25 years of experience, Ronald D Jones Financial Services offers comprehensive financial advisory services to clients nationwide. Established in 1998 by Ronald D. Jones, the firm has grown from a local New York Life agency to a robust financial firm serving a diverse clientele.
101 Alwine Rd # 210, Saxonburg, PA 16056, United States -
Concentric Planning & Advisory Solutions
● OpenConcentric Planning & Advisory Solutions is a financial planning institution located at 610 Old York Road in Jenkintown, Pennsylvania, United States. With a team of experienced financial advisors, they offer comprehensive financial planning and investment management services to help clients achieve their financial goals. Their personalized approach and commitment to client satisfaction set them apart from other financial planning firms. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Concentric Planning & Advisory Solutions is dedicated to providing expert guidance and support every step of the way.
610 Old York Rd, Jenkintown, PA 19046, United States -
Encompass Wealth & Legacy Planning
● ClosedEncompass Wealth & Legacy Planning is a leading financial institution located at 6220 Lower York Road in New Hope, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing comprehensive financial planning and wealth management services to help our clients achieve their financial goals and secure their legacy for future generations. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Encompass Wealth & Legacy Planning is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
6220 Lower York Rd Suite E, New Hope, PA 18938, United States -
New York Life
● ClosedNew 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.
45 Seneca St, Oil City, PA 16301, United States -
New York Life
● ClosedNew 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.
928 Church St, Honesdale, PA 18431, United States -
Harmeet Sawhney, Financial Professional - New York Life
● OpenAt 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:
225 W Station Square Dr Suite 300, Pittsburgh, PA 15219, United States -
Merrill Lynch Financial Advisor Andrew "Drew" Morrison
● ClosedAt 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.
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Merrill Lynch Financial Advisor Michelle Kish
● ClosedAt 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:
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Susan K. Hoyt - Wilmington Advisors @ M&T
● ClosedSusan K. Hoyt - Wilmington Advisors @ M&T is a finance institution located at 2055 South Queen Street in York, Pennsylvania. Our team of experienced advisors offers personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you need help with investment planning, retirement savings, or wealth management, we are here to provide expert guidance and support. Visit us today to learn more about how we can help you secure your financial future.
2055 S Queen St, York, PA 17403, United States -
Gibraltar Wealth Management
● OpenGibraltar Wealth Management is a renowned financial institution located at 1117 Old York Road in Abington, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Gibraltar Wealth Management provides personalized solutions tailored to each client's unique needs. Trustworthy and reliable, they are dedicated to helping individuals and families secure their financial future.
1117 Old York Rd, Abington, PA 19001, United States -
C&N Wealth Management
● OpenC&N Wealth Management is a finance institution located at 465 North Main Street in Doylestown, Pennsylvania, United States. Our Doylestown office, conveniently situated outside of Philadelphia, offers expert investment management services to help strengthen your business with the right solutions. Our friendly team can assist with trusts, wills, estate planning, retirement planning, and more. Katie Sellers, a Mortgage Loan Originator at C&N in the Doylestown Branch, brings over two decades of mortgage lending experience to her role. With a BS in Business Administration & Finance from Gwynedd Mercy University and previous experience at PNC Bank, Katie is dedicated to helping clients with residential mortgage loans to buy, build, or refinance their homes. She has achieved the prestigious President's Club multiple times for her outstanding sales and client satisfaction.
465 N Main St, Doylestown, PA 18901, United States -
BNY Wealth Pittsburgh PA
● ClosedWelcome to BNY Wealth Pittsburgh PA, your trusted partner in wealth management and financial services. Located in the iconic BNY Mellon Center in the heart of Pittsburgh, our office stands as a testament to our deep-rooted commitment to the community and our clients. With a heritage tracing back to the founding of Mellon Bank in 1869, our Pittsburgh office combines historical legacy with modern financial acumen.Our Expertise:For over 240 years, BNY Wealth has been dedicated to helping successful individuals and families build, manage, and sustain their wealth through various market cycles. Our seasoned professionals, with more than 200 years of combined industry experience, offer a comprehensive range of services tailored to meet the unique needs of each client. These services include:- Investing: Crafting personalized investment strategies to grow and preserve wealth. - Borrowing: Providing tailored lending solutions to support your financial goals. - Spending: Advising on effective spending strategies to maintain financial health.
BNY Mellon Center, 500 Grant St Suite 3700, Pittsburgh, PA 15219, United States -
Easter Seals Western and Central Pennsylvania
● ClosedEaster 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:
5 Parkway Center Dr S, Pittsburgh, PA 15220, United States -
BNY Mellon Wealth Management Erie
● ClosedBNY Mellon Wealth Management Erie, located at 100 State Street in Erie, Pennsylvania, is a premier financial services firm dedicated to helping clients grow and protect their wealth. As part of America's first bank, with a legacy spanning over 240 years, BNY Mellon brings unparalleled expertise and a deep understanding of the financial landscape to its clients. Under the insightful leadership of Sinead Colton Grant, the Chief Investment Officer, BNY Mellon Wealth Management provides a forward-thinking perspective on the market, as evidenced by our comprehensive mid-year 2024 outlook. We believe that in the realm of investing, the focus should not only be on what you earn but also on what you can preserve and grow over time.
100 State Street, Erie, Pennsylvania 16507, United States -
Quaker Capital Investments, LLC
● ClosedQuaker Capital Investments, LLC is a distinguished single-family investment office founded in Pittsburgh, PA in 2014. The firm is dedicated to investing in long-term value and human potential, adhering to a value-oriented investment philosophy with a generational horizon. The legacy of Quaker Capital Management Corp. is carried forward through this family office, which focuses on both public equities and regional early-stage venture capital investments. These investments are often made in collaboration with world-class entrepreneurs, leveraging networks at Carnegie-Mellon University, University of Pittsburgh, and the University of Pennsylvania.Investment Focus: Quaker Capital Investments complements its core public equity investments with a growing portfolio in direct private equity. In partnership with West Allen Capital, the firm acquired the Ruscoe Company, a historic adhesives and sealants manufacturer based in Akron, Ohio. The investment office aims to build a portfolio of high-quality, family-owned businesses that are navigating succession or estate planning challenges.Leadership:
601 Technology Dr #310, Canonsburg, PA 15317, United States -
Tayler D'Alessandro - State Farm Insurance Agent
● ClosedWelcome to Tayler D'Alessandro - State Farm Insurance Agent, your trusted local insurance provider in Pittsburgh, PA. As a woman-owned small business, we take immense pride in offering personalized insurance solutions to our community. Tayler D'Alessandro, the owner, is a dedicated mother to a young child, Luca, and a passionate advocate for special needs and inclusion. With a love for travel and everything Pittsburgh has to offer, Tayler brings a unique and heartfelt approach to her business.
3111 Banksville Rd Ste 217, Pittsburgh, PA 15216, United States -
Merrill Lynch Private Wealth Advisor Derek S Jancisin
● ClosedMerrill Lynch Private Wealth Advisor Derek S. Jancisin, located at 600 Grant St, 49th Floor, Pittsburgh, PA, is dedicated to empowering prosperity and simplifying wealth management for a select clientele. Our mission is to transform complex financial landscapes into seamless, straightforward pathways, ensuring a legacy of stability and growth. We work closely with individuals, families spanning multiple generations, business owners, and executives, using a goals-based wealth management approach to put our clients at the center of every personalized strategy.
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Merrill Lynch Private Wealth Advisor Gennaro R DiSilvio
● ClosedMerrill 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.
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Swartz-Givnish Funeral Home
● OpenWelcome to Swartz-Givnish Funeral Home, a trusted and compassionate provider of funeral services located at 323 Washington Avenue, Newtown, Pennsylvania. We are dedicated to serving families with dignity and respect during their most difficult times. Our experienced team is committed to providing personalized and meaningful services that honor the life and legacy of your loved ones. At Swartz-Givnish Funeral Home, we understand the importance of celebrating life and providing a comforting environment for family and friends. Our facilities are designed to accommodate all types of services and gatherings, ensuring a peaceful and supportive atmosphere.
323 Washington Avenue, Newtown, Pennsylvania 18940, United States -
Dunn-Givnish Funeral Home
● OpenWelcome to Dunn-Givnish Funeral Home, a trusted and compassionate provider of funeral services in Langhorne, Pennsylvania, and the surrounding areas. Located at 378 South Bellevue Avenue, we are dedicated to serving families with the utmost respect and care during their time of need. Our experienced and empathetic staff is committed to guiding you through every step of the funeral planning process, ensuring that each service is a meaningful tribute to your loved one. With multiple locations across Pennsylvania and New Jersey, including Levittown, Norristown, Abington, Philadelphia, Warminster, Buckingham, Southampton, Glenside, and more, Dunn-Givnish Funeral Home is well-positioned to offer convenience and accessibility to our clients. Whether you are planning a traditional funeral, a memorial service, or a personalized celebration of life, we provide a range of options to meet your preferences and honor the unique legacy of your loved one.
378 South Bellevue Avenue, Langhorne, Pennsylvania 19047, United States -
Geitner-Givnish Funeral Home
● OpenWelcome to Geitner-Givnish Funeral Home, a compassionate and dedicated funeral service provider located at 6230 North 5th Street, Philadelphia, Pennsylvania. We are committed to offering personalized and dignified services to families in their time of need. Our team understands the importance of honoring the life and legacy of your loved ones, and we strive to provide a comforting and supportive environment for families during these challenging times. In addition to our main location in Philadelphia, we proudly serve communities across Pennsylvania and New Jersey through our extensive network of associated locations, including Levittown, Norristown, Abington, Warminster, Langhorne, Buckingham, Newtown, Southampton, Glenside, and more. Our reach also extends into New Jersey, with facilities in Northfield and Brigantine, ensuring that we are accessible to families throughout the region.
6230 North 5th Street, Philadelphia, Pennsylvania 19120, United States -
John F. Givnish Funeral Home
● OpenWelcome to John F. Givnish Funeral Home, a compassionate and dedicated funeral service provider located at 10975 Academy Road, Philadelphia, Pennsylvania 19154. With a commitment to serving families with dignity and respect, our funeral home offers a wide range of services tailored to honor the lives of your loved ones. At John F. Givnish Funeral Home, we understand the importance of creating a meaningful and personalized memorial experience. Our professional and caring staff are here to assist you through every step of the planning process, ensuring that each service reflects the unique life and legacy of the individual being remembered.
10975 Academy Road, Philadelphia, Pennsylvania 19154, United States -
Ravenell Law, LLC
● ClosedWelcome to Ravenell Law, LLC At Ravenell Law, LLC, located at 8033 Old York Road, Suite 206, Elkins Park, Pennsylvania, we are dedicated to guiding our clients through the complexities of Elder Care Law with compassion and expertise. Our mission is to educate, enable, and empower you to safeguard your family's most vulnerable members as they navigate the transitions and changes that come with aging.
8033 Old York Road, Elkins Park, Pennsylvania 19027, United States
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