Financial needs in New Wilmington, Pennsylvania

Welcome to Howard Hanna New Castle, the largest and most productive real estate office in the area, proudly serving Lawrence County and beyond. Our office is dedicated to providing exceptional real estate, finance, and insurance services to meet all your needs.

Brian L Taylor is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 3438 Pennsylvania 208, New Wilmington, Pennsylvania, United States. Brian L Taylor holds various certifications such as 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®, CERTIFIED FINANCIAL PLANNER™, 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 demonstrate Brian L Taylor's expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, investment strategies, and more. Whether you are a retiree, small business owner, high net worth client, or in need of specialized financial planning for unique circumstances, Brian L Taylor is equipped to provide comprehensive and tailored financial advice to help you achieve your financial goals.

Brian L Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC, is a distinguished financial advisory business located at 3438 PA-208 Ste 2, New Wilmington, PA 16142, United States. Specializing in a wide array of financial services, Brian L Taylor offers expert guidance tailored to meet the unique needs of individuals, retirees, and small business owners. With a strong commitment to ethical practices and continuing education, Brian L Taylor holds multiple certifications that underscore his expertise in various financial domains. The AAMS™ certification signifies proficiency in asset management, investment strategies, and estate planning, ensuring clients receive informed advice on asset allocation and investment opportunities. As an Accredited Domestic Partnership Advisor™ (ADPA™), Brian is well-versed in wealth transfers, federal taxation, and financial planning for domestic partners, addressing complex financial and medical needs.

Fennick Financial Services is a reputable finance and insurance agency located at 2819 Wilmington Road in New Castle, Pennsylvania, United States. With a dedicated team of financial experts, Fennick Financial Services offers a wide range of services including investment planning, retirement planning, insurance solutions, and wealth management. Clients can expect personalized and professional guidance to help them achieve their financial goals. Trust Fennick Financial Services to provide expert advice and reliable solutions for all your financial needs.

Perod Financial is a leading finance institution located at 3423 Wilmington Road in New Castle, Pennsylvania. We offer a wide range of financial services including investment management, financial planning, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Perod Financial is here to provide personalized solutions tailored to your individual needs. Contact us today to learn more about how we can help you achieve financial success.

Joshua Schroder is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 3438 Pennsylvania 208, New Wilmington, Pennsylvania, United States. If you have questions or would like to schedule a complimentary initial consultation, Joshua is ready to assist you. With a focus on your individual goals and risk tolerance, he provides investment, asset allocation, and portfolio recommendations. Regular meetings are held to review progress, update approaches, and track goals. With secure access to your investments and accounts from any device, you can stay informed and in control of your financial future. At Ameriprise Financial Services, LLC, the team is dedicated to helping clients achieve their financial goals and protect their assets. Whether it's through health, life, disability, income, or long-term care insurance solutions, they provide personalized recommendations to suit individual needs. By taking the next step and setting up a complimentary initial consultation, you can start planning for a more secure financial future.

Jeffrey Sonntag is a Financial Advisor at Ameriprise Financial Services, LLC, located at 3009 Wilmington Road in New Castle, Pennsylvania, United States. He holds various certifications such as 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®, CERTIFIED FINANCIAL PLANNER™, 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 demonstrate his expertise in asset management, investment strategies, estate planning, retirement planning, and more. With a focus on providing comprehensive financial planning services, Jeffrey Sonntag is dedicated to helping clients achieve their financial goals and secure their financial future.

Principal Financial Group: Your Partner in Financial Well-Being Located at 2100 Georgetown Dr Suite 100, Sewickley, PA 15143, Principal Financial Group is your local finance and insurance agency dedicated to helping you protect what matters most. As part of the Principal® Financial Network of Mid-Atlantic, we are a proud member of a nationwide affiliated group of financial professionals committed to enhancing the financial well-being of individuals, businesses, and their employees.

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 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 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®):

Lisa McCoy - State Farm Insurance Agent is a trusted insurance agency located at 3131 Wilmington Road in New Castle, Pennsylvania. With a commitment to providing personalized service and comprehensive coverage options, Lisa McCoy and her team strive to help clients protect what matters most. Whether you're in need of auto, home, life, or business insurance, you can count on State Farm to be there for you every step of the way. Contact Lisa McCoy - State Farm Insurance Agent today to discuss your insurance needs and secure peace of mind for the future.

Mario Neto - State Farm Insurance Agent is your go-to destination for comprehensive insurance coverage in West Chester, Pennsylvania. As winter approaches, we offer a range of insurance options to keep you protected from the unexpected challenges that come with the season. From auto insurance for safe navigation on icy roads to home insurance to protect your property from winter-related damages, we have you covered. Our life insurance provides financial security for your loved ones, while our health insurance ensures access to medical care no matter the weather. For business owners, our business insurance options safeguard your company's assets and liabilities. Our multilingual and multicultural office is open Monday-Friday from 9am-5pm, with after-hours or Saturday appointments available. Our team at Mario Neto State Farm is dedicated to providing excellent service to customers in Pennsylvania, Delaware, Maryland, and New Jersey. We prioritize Passion, Integrity, and Excellence in everything we do, ensuring that you receive the best insurance and financial support.

AIS Insurance Group Inc. is an insurance agency located at 100 Deerfield Lane in Malvern, Pennsylvania, United States. Established in 1990, we are dedicated to providing quality insurance and exceptional customer service to our clients. We are proud to serve Chester County and surrounding areas, as well as New Castle County Delaware, Cecil County Maryland, and New Jersey. Our agency takes a consultative approach to insurance, focusing on long-term pricing stability and value rather than just premium savings. We strive to build strong relationships with our clients, community, and industry affiliates, and are actively involved in key organizations.

Madeline Matta - State Farm Insurance Agent is located at 2616 Wilmington Road in New Castle, Pennsylvania. Madeline and her team have been serving customers in the area since 1987, offering a range of insurance products including Car Insurance, Homeowners Insurance, Renters Insurance, Life Insurance, and Business Insurance. Madeline has received numerous awards for her excellence in the industry and is dedicated to putting her customers first. The office is open for walk-ins and Madeline is licensed to serve customers in Pennsylvania and Ohio. Madeline is passionate about educating families on the importance of Life Insurance and is committed to leaving a legacy for her customers. The office is conveniently located near the Medical Art Building and NOGA Ambulance, with flexible scheduling to accommodate your needs. The team at Madeline Matta - State Farm Agent is dedicated to making a difference in the community and working together to achieve their goals.

Preston GM Superstore is a premier car dealership and service center located at 3510 Wilmington Road in New Castle, Pennsylvania. As a one-stop shop for all automotive needs, we offer a wide selection of new and used vehicles, expert car repair services, financing options, and a store with a range of automotive accessories. Our team of knowledgeable staff is dedicated to providing top-notch customer service and helping you find the perfect vehicle to suit your needs. Visit us today to experience the Preston GM Superstore difference.

Keystone Insurance Brokers is a reputable insurance agency located at 2307 Wilmington Road in New Castle, Pennsylvania, United States. With a team of experienced brokers, they offer a wide range of insurance products and services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or commercial insurance, Keystone Insurance Brokers can help you find the right coverage at competitive rates. Their dedication to customer service and personalized attention sets them apart from other insurance agencies in the area. Visit Keystone Insurance Brokers today to discuss your insurance needs and get a quote tailored to your specific requirements.

Welcome to Coldwell Banker Realty - Cranberry Township Office, the top-producing real estate sales office serving North Allegheny County, Butler County, and Beaver County. Conveniently located at 20510 Route 19, Suite 101, in the rapidly growing community of Cranberry Township, our office is easily accessible via Interstate 79, Interstate 76 (Pennsylvania Turnpike), Routes 19, and 228. Downtown Pittsburgh is less than a 30-minute drive away, making our location ideal for both local and relocating clients. As the #1 office in Cranberry Township, we pride ourselves on providing exceptional real estate services with the highest level of professionalism. Our team of over 100 trained real estate professionals is dedicated to helping you achieve the American Dream, whether you're buying, selling, or leasing property. We serve a wide range of areas including Adams Township, Aliquippa, Allison Park, Ambridge, Apollo Boro, Baden, Bakerstown, Bellevue, Bradford Woods, Butler Township, and many more.

Coldwell Banker Realty - North Hills is a premier real estate agency situated in the vibrant community of Pittsburgh, PA. Conveniently located at 9600 Perry Hwy STE 100, our office serves a broad spectrum of neighborhoods and townships across the region. Our extensive service area includes but is not limited to Adams Township, Allegheny Center, Allison Park, Ambridge, Apollo Boro, Avalon, Bakerstown, Bedford Dwellings, Bellevue, Ben Avon, Blairsville Area, Bradford Woods, Butler City, Cranberry Township, Economy, Franklin Park, Gibsonia, Harmony Boro, Mars Boro, McCandless, North Fayette, Pine Township, Ross Township, Sewickley, Shaler, Wexford, and Zelienople, among many others.

H&R Block is a well-known accounting and finance institution located at 129 West Neshannock Avenue in New Wilmington, Pennsylvania, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking to file your taxes or a business owner in need of financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions to help you achieve your financial goals.

Williams-Cleaveland Company is a reputable health insurance agency located at 2815 Wilmington Road in New Castle, Pennsylvania. With a strong commitment to providing high-quality insurance solutions, they offer a range of health insurance options to meet the diverse needs of their clients. Their experienced team of professionals is dedicated to helping individuals and families find the right coverage at competitive rates. Whether you are looking for individual health insurance or group plans for your business, Williams-Cleaveland Company is here to assist you every step of the way. Visit their office today to learn more about their services and how they can help you secure the coverage you need.

David Martin: Allstate Insurance is a reputable insurance agency located at 3100 Wilmington Road in New Castle, Pennsylvania. With a strong focus on providing personalized insurance solutions to meet the needs of individuals, families, and businesses, this agency is committed to helping clients protect what matters most. Their team of experienced insurance professionals offers a wide range of insurance products, including auto, home, life, and business insurance. With a dedication to excellent customer service and a track record of reliability, David Martin: Allstate Insurance is a trusted choice for insurance coverage in the New Castle area.

Mahoning Consumer Discount Co is a finance institution located at 2418 Wilmington Road in New Castle, Pennsylvania. We offer a range of financial services to help individuals manage their money effectively. Our experienced staff is dedicated to providing personalized assistance and guidance to our clients. Whether you need assistance with loans, savings accounts, or other financial products, Mahoning Consumer Discount Co is here to help you achieve your financial goals. Visit us today to learn more about how we can assist you with your financial needs.

Saari Kurtz - Accounting is a professional accounting firm located at 211 West Neshannock Avenue in New Wilmington, Pennsylvania. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. With years of experience and a commitment to excellence, we strive to help our clients achieve their financial goals and navigate the complexities of the financial world with ease. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Saari Kurtz - Accounting is here to help. Contact us today to schedule a consultation and see how we can assist you in managing your finances effectively.

Rapone Insurance Services is a trusted insurance agency located at 2309 Wilmington Road in New Castle, Pennsylvania, United States. With a commitment to providing personalized service and comprehensive coverage options, our team of experienced agents is dedicated to helping clients find the best insurance solutions for their needs. Whether you are looking for auto, home, life, or business insurance, we are here to help protect what matters most to you. Contact us today to learn more about our insurance products and how we can assist you in safeguarding your assets.

Joseph D Dostilio CPA LLC is a reputable accounting and finance institution located at 2305 Wilmington Avenue in New Castle, Pennsylvania, United States. With a team of experienced and knowledgeable professionals, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses alike. Whether you need help with your personal finances or are looking to grow your business, Joseph D Dostilio CPA LLC is the institution to turn to for expert guidance and support.

Corey S. Kendall, CPA is a reputable accounting and finance institution located at 146 South New Castle Street in New Wilmington, Pennsylvania, United States. With years of experience and expertise in the field, Corey S. Kendall, CPA provides a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can trust in the professionalism and dedication of the team at Corey S. Kendall, CPA to provide accurate and reliable financial solutions tailored to their specific needs.

Cegelka Accounting is a reputable accounting and finance institution located at 901 Wilmington Avenue in New Castle, Pennsylvania, United States. With a team of experienced professionals, we provide a wide range of accounting services to individuals and businesses. Our services include tax preparation, bookkeeping, financial planning, and more. We are committed to helping our clients achieve financial success and stability. Visit us today to see how we can assist you with your accounting needs.

Citizens Supermarket Branch is a convenient banking facility located at 3230 Wilmington Road in New Castle, Pennsylvania. As part of the Citizens Bank network, this branch offers a range of financial services including ATM access, personal and business banking, loans, and investment options. Whether you need to withdraw cash, deposit funds, or speak with a financial advisor, Citizens Supermarket Branch is here to help you manage your finances with ease. Visit us today to experience exceptional customer service and convenient banking solutions.

Prossen Agency is a trusted insurance agency located at 3100 Wilmington Road in New Castle, Pennsylvania. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have the expertise to help you find the right coverage at the right price. With a focus on customer service and integrity, Prossen Agency is your go-to source for all your insurance needs in the United States.