TOP 10 Financial literacy courses in Pennsylvania
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The American College of Financial Services
The American College of Financial Services is a prestigious university located at 630 Allendale Road in King of Prussia, Pennsylvania, United States. This institution is dedicated to providing top-quality education and training in the field of financial services. With a strong reputation for excellence, the American College offers a wide range of degree programs and professional certifications to help students succeed in the ever-evolving world of finance. Whether you are looking to start a career in financial planning, insurance, or wealth management, the American College of Financial Services is the perfect place to achieve your goals.
PSECU Financial Education Center at Penn West University Clarion
The PSECU Financial Education Center at Penn West University Clarion is a valuable resource for students and the community alike. Located at 840 Wood Street in Clarion, Pennsylvania, this institution offers a range of financial services and education opportunities. Whether you need to access an ATM or learn more about personal finance, the PSECU Financial Education Center is here to help. Visit us today to enhance your financial literacy and secure your financial future.
Literacy Pittsburgh
Literacy Pittsburgh, located at 411 Seventh Avenue in Pittsburgh, Pennsylvania, is a non-profit organization dedicated to providing free educational programs for adults and families in Allegheny County and Beaver County. With a mission to help individuals improve their reading, writing, math, English language, digital literacy, and workplace skills, Literacy Pittsburgh assisted over 4,000 people in the Greater Pittsburgh area last year. Through adult literacy classes and tutoring, Literacy Pittsburgh helps students transition from learning to earning, enabling them to succeed as workers, parents, and neighbors. As a 501(c)(3) organization, Literacy Pittsburgh is committed to transparency and accountability, with audited financials, Form 990 documents, and annual reports available for public viewing. For more information, individuals can contact the PA Department of State at 1-800-732-0999.
American Institute of Financial Gerontology
The American Institute of Financial Gerontology is a prestigious institution located at 512 Woodland Court in Wayne, Pennsylvania, United States. This institute is dedicated to providing cutting-edge education and research in the field of financial planning for the aging population. With a focus on understanding the unique financial needs and challenges faced by older adults, the American Institute of Financial Gerontology offers a range of courses, workshops, and resources aimed at preparing financial professionals to better serve their elderly clients. Whether you are a seasoned financial planner looking to expand your expertise or a newcomer to the field seeking specialized training, the American Institute of Financial Gerontology is the perfect place to enhance your skills and knowledge.
The Financial Leaders Institute
The Financial Leaders Institute is a prestigious institution located at 1641 Allen Circle in Bethlehem, Pennsylvania, United States. Our institute is dedicated to providing top-notch financial education and training to aspiring leaders in the finance industry. Our experienced faculty and comprehensive curriculum ensure that our students are equipped with the knowledge and skills needed to excel in the competitive world of finance. Join us at The Financial Leaders Institute and take the first step towards a successful career in finance.
Menninger & Associates - Certified Financial Planner
Menninger & Associates is a Certified Financial Planner institution located at 820 Adams Avenue in Trooper, Pennsylvania, United States. They offer a variety of financial services and insights to help clients navigate the complex world of finance. Their Weekly Market Recap provides the latest economic news and insights, along with a summary of the U.S. stock market performance from the previous week. Additionally, they offer monthly articles on Tricks of the Trade to help clients stay ahead in the financial market.
Pultro Financial Management
Pultro Financial Management is a leading finance institution located at 926 Town Center in Doylestown, Pennsylvania, United States. Our team of experienced financial experts provides personalized financial planning and investment management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Pultro Financial Management is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Donna Roggio ~ Financial Strategistist & Business Consultant ~ Personal Growth Coach
Donna Roggio is a highly experienced financial strategist, business consultant, and personal growth coach based in Furlong, Pennsylvania. With a focus on helping individuals and businesses achieve their financial goals and personal development, Donna offers expert guidance and support to clients looking to improve their financial situation and reach new levels of success. Located at 720 Edison Furlong Road, Donna Roggio's institution is a trusted resource for those seeking to enhance their financial literacy, business acumen, and personal growth.
Merrill Lynch Financial Advisor Anton R. Plantz, III
Merrill Lynch Financial Advisor Anton R. Plantz, III is a finance institution located at 417 Thorn Street, Sewickley, Pennsylvania, United States. The institution aims to consolidate the resources that successful families need to manage their wealth, both now and in the future. Supported by the global resources of Merrill, the team at Merrill Lynch is made up of talented and experienced individuals who are dedicated to building strong client relationships based on trust and personalized service. Ross Tomer joined the Brown, Hurray, Plantz group in 2018 and works with clients to help them pursue meaningful financial goals with a clear purpose in mind. The team at Merrill Lynch Wealth Management focuses on the things that matter most to their clients, such as family, goals, and priorities, even as they evolve over time.
Dollar Financial Services
Dollar Financial Services is a reputable accounting and finance institution located at 4495 Old William Penn Highway in Murrysville, Pennsylvania. With a focus on providing top-notch financial services to individuals and businesses, our team of experts is dedicated to helping clients achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or investment management, Dollar Financial Services is here to provide expert guidance and support. Visit us today to learn more about how we can help you manage your finances effectively.
Edward Jones - Financial Advisor: Kia N Coleman, AAMS™
Edward Jones - Financial Advisor: Kia N Coleman, AAMS™ is a reputable financial institution located at 1690 Sumneytown Pike in Lansdale, Pennsylvania, United States. Specializing in providing personalized financial planning and investment services, Kia N Coleman, AAMS™ is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, this institution offers expert advice and guidance to help individuals and families navigate the complexities of the financial world. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Edward Jones - Financial Advisor: Kia N Coleman, AAMS™ is committed to helping you secure a brighter financial future.
Seth Gansman - Financial Advisor, Ameriprise Financial Services, LLC
Seth Gansman is a Financial Advisor at Ameriprise Financial Services, LLC located at 790 Penllyn Blue Bell Pike, Blue Bell, Pennsylvania, United States. Seth holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, investment strategies, retirement planning, and fiduciary practices. Seth is dedicated to helping individuals make informed financial decisions and achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Seth Gansman is here to provide personalized and professional financial advice.
Harvest Group Financial Services
Harvest Group Financial Services is a leading finance institution located at 1707 Langhorne Newtown Road in Langhorne, Pennsylvania, United States. With a strong reputation for providing top-notch financial services, Harvest Group offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Harvest Group Financial Services has the expertise and resources to meet your needs. Trustworthy, reliable, and dedicated to client satisfaction, Harvest Group is committed to helping you secure your financial future.
PSECU Financial Education Center at Northampton Community College-Monroe Campus
The PSECU Financial Education Center at Northampton Community College-Monroe Campus is a valuable resource for students and community members looking to improve their financial literacy. Located at 2411 Pennsylvania 715 in Tannersville, Pennsylvania, this institution offers a range of services including access to ATMs and financial counseling. Whether you are looking to learn more about budgeting, saving, investing, or managing debt, the knowledgeable staff at this center are here to help you achieve your financial goals. Visit the PSECU Financial Education Center at Northampton Community College-Monroe Campus to take control of your finances and secure a brighter financial future.
PSECU Financial Education Center at Northampton Community College-Main Campus
The PSECU Financial Education Center at Northampton Community College-Main Campus is a valuable resource for students and community members seeking to improve their financial literacy. Located at 3835 Green Pond Road in Bethlehem, Pennsylvania, this institution offers a variety of services related to finance, including access to an ATM for convenient banking transactions. Whether you are looking to learn about budgeting, saving, investing, or other financial topics, the knowledgeable staff at the PSECU Financial Education Center are here to help. Visit today to take control of your financial future.
Literacy Pitttsburgh
Literacy Pittsburgh: Empowering Lives Through Education Located at 367 Cedar Boulevard, Pittsburgh, Pennsylvania 15228, Literacy Pittsburgh is a beacon of educational support and empowerment in the Greater Pittsburgh area. This esteemed 501(c)(3) non-profit organization, with EIN number 25-1392652, is dedicated to providing free educational programs for adults and families in Allegheny County and Beaver County.
Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC
Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC Located at 3438 Pennsylvania 208, New Wilmington, Pennsylvania 16142, United States, Victoria Whelan operates as an Associate Financial Advisor under the umbrella of Ameriprise Financial Services, LLC. Specializing in a broad spectrum of financial advisory services, Victoria Whelan is committed to providing personalized financial solutions tailored to meet the diverse needs of her clients.
Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC
Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC Located at 313 N Market St, New Wilmington, PA 16142, Victoria Whelan serves as an Associate Financial Advisor at Ameriprise Financial Services, LLC. Specializing in a wide range of financial services, Victoria is dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies.
Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC
Victoria Whelan is an esteemed Associate Financial Advisor affiliated with Ameriprise Financial Services, LLC. Located in the heart of New Wilmington, PA, Victoria offers a comprehensive suite of financial advisory services designed to address the unique needs of individuals and small business owners. Her expertise spans a wide range of financial planning and investment strategies, backed by several prestigious certifications and designations.Certifications and Expertise:1. Accredited Asset Management Specialist℠ (AAMS™): - Victoria adheres to a strict code of ethics and has successfully completed coursework focused on applying investment concepts to real-world scenarios, including asset allocation, estate planning, and insurance products.2. Accredited Domestic Partnership Advisor™ (ADPA™): - Specializes in wealth transfers, federal taxation, retirement planning, and end-of-life financial needs for domestic partners. Victoria has passed a rigorous examination that evaluates her ability to synthesize complex financial concepts.3. Accredited Estate Planner® (AEP®):
Merrill Lynch Financial Advisor Andrew "Drew" Morrison
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.
William J Young - Financial Advisor, Ameriprise Financial Services, LLC
William J Young is a seasoned financial advisor associated with Ameriprise Financial Services, LLC, situated in Pleasant Hills, PA. With a comprehensive array of certifications and designations, William J Young offers expert financial guidance tailored to meet the diverse needs of his clients, ranging from individual investors to small business owners. His office, located at 70 Old Clairton Rd, serves as a hub for personalized financial planning and advisory services.Certifications and Expertise:1. AAMS™ (Accredited Asset Management Specialist): - Requires adherence to a code of ethics. - Coursework includes asset allocation, investment strategies, estate planning, and insurance products. - Certification examination covers real-world applications of asset management.2. ADPA™ (Accredited Domestic Partnership Advisor™):
Ellen Burkey - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Ellen Burkey - Financial Advisor, part of Ameriprise Financial Services, LLC, located at 616 Main Street in Honesdale, Pennsylvania. Our mission is to provide personalized financial guidance tailored to meet the unique needs of each client. With an impressive array of certifications and designations, Ellen Burkey is equipped to assist clients in navigating the complexities of financial planning. Ellen holds several prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠. These credentials signify her commitment to ethical practices and her expertise in areas such as asset management, estate planning, retirement strategies, and investment opportunities for individuals and small business owners. Ellen's diverse qualifications also extend to areas like behavioral finance, philanthropy, annuities, and the financial nuances of divorce and estate planning.
Clearview Federal Credit Union
Clearview Federal Credit Union is a trusted financial institution located at 210 Golfview Drive in Monaca, Pennsylvania. As a full-service credit union, Clearview offers a wide range of banking and financial services to meet the needs of its members. Whether you're looking for a convenient ATM location, a reliable bank for your everyday transactions, or expert financial advice, Clearview Federal Credit Union is here to help. With a commitment to customer service and community involvement, Clearview is dedicated to helping its members achieve their financial goals.
Clearview Federal Credit Union
Clearview Federal Credit Union is a trusted financial institution located at 107 Lloyd Avenue in Latrobe, Pennsylvania. As a full-service credit union, Clearview offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. With a commitment to providing excellent customer service and competitive rates, Clearview is dedicated to helping its members achieve their financial goals. Whether you need to access an ATM, open a new account, or speak to a financial advisor, Clearview Federal Credit Union is here to assist you every step of the way.
Abacus Wealth Partners
Abacus Wealth Partners, located at 1760 Market Street in Philadelphia, Pennsylvania, is a finance institution dedicated to providing comprehensive wealth management services to individuals, families, nonprofits, and foundations. Their team in Ardmore works collaboratively with colleagues across the country to help clients achieve their financial goals and find peace of mind. Through their innovative financial planning process and evidence-based investment strategy, Abacus has helped thousands of clients stop worrying about money and focus on living life to the fullest. They offer personalized financial advice that aligns with clients' values and goals, creating a roadmap for a secure financial future. As active members of the local community, Abacus partners with other organizations to offer financial literacy courses, workshops, and volunteer projects. If you're ready to expand what's possible with your money, consider reaching out to Abacus Wealth Partners for a consultation.
NAAL INSTITUTE, INCORPORATED
NAAL Institute, Incorporated is a prestigious finance institution located at 50 Hogan Place in Coatesville, Pennsylvania, United States. With a strong focus on providing top-notch financial education and training, NAAL Institute is dedicated to helping individuals and businesses achieve their financial goals. The institute offers a wide range of courses and programs designed to enhance financial literacy and empower students to make informed financial decisions. With experienced faculty and state-of-the-art facilities, NAAL Institute is committed to providing high-quality education in the field of finance. Visit us today to kickstart your journey towards financial success!
Heritage Valley Federal Credit Union
Heritage Valley Federal Credit Union, located at 2400 Pleasant Valley Road in York, Pennsylvania, is a trusted financial institution with a rich history dating back to 1935. As a member-owned credit union, we prioritize our members and strive to provide them with the best rates, convenient banking options, and exceptional customer service. Whether you're dreaming of redecorating your home, purchasing a new car, or funding your dream home, Heritage Valley Federal Credit Union has you covered. Our affordable auto loan rates as low as 5.99% APR, Visa card with rates as low as 10.90% APR, and home equity rates as low as 5.99% APR can help you achieve your financial goals.
U.F.C.W. Local 72 Federal Credit Union
U.F.C.W. Local 72 Federal Credit Union is a financial institution located at 87 North Main Street in Wilkes-Barre, Pennsylvania, United States. They offer ATM services and various financial services such as account information, balance inquiries, withdrawals, transfers, and loan information. You can contact them at (570) 693-4072 or toll-free 1-888-697-2847 for account information and at (570) 825-8150 or toll-free 1-888-926-8566 for loan information. They have additional branches in Wyoming, Hazleton, and Back Mountain for your convenience. Visit them for all your financial needs and inquiries.
Discovery Federal Credit Union
Discovery Federal Credit Union, located at 2744 Century Boulevard in Wyomissing, Pennsylvania, is a neighborhood credit union dedicated to putting its members first. As strong supporters of the credit union movement and the philosophy of people helping people, Discovery FCU aims to provide its members with the education, support, and guidance needed to build strong financial futures. With a commitment to personal attention, dedication, and professionalism, Discovery FCU strives to exceed its members' expectations through constant innovation and continuous improvement. The institution offers a variety of loan programs and credit cards with better rates and fewer fees, allowing members to dream bigger when it comes to purchasing a car, remodeling a home, financing education, or making a special purchase.
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