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TOP 30 Financial planning for women in Pennsylvania
28 results found
Search for local businesses, places and services near you
Ali Financial Services
Ali Financial Services is a reputable accounting and finance institution located at 6545 Lansdowne Avenue in Philadelphia, Pennsylvania, United States. With a focus on business consulting and evaluation, we offer expert guidance on entity selection and small business loan programs to help start-ups thrive. Our experienced staff has over 15 years of experience in tax preparation, ensuring that your taxes are filed accurately and efficiently. We stay updated on the latest tax codes and utilize cutting-edge software to provide the best service possible. Whether you need assistance with personal or business income tax preparation, our team is here to help. Take advantage of our business loan calculator and small business loans for women to secure the financial support you need. Trust Ali Financial Services to help you navigate the complexities of accounting and finance with ease.
Benetrends Financial
Benetrends Financial, located at 1684 South Broad Street in Lansdale, Pennsylvania, is a leading finance institution dedicated to helping small businesses and startups achieve their dreams. With a team of experts who specialize in innovative funding solutions, Benetrends offers fast and cost-effective options tailored to each client's unique needs. From pioneering the concept of ROBS funding with the Rainmaker Plan® to providing loans for women, minorities, and more, Benetrends has a proven track record of success in helping entrepreneurs thrive. Whether you're looking to start a new business or grow an existing one, Benetrends Financial is here to transform your dreams into reality. Contact us today for a free consultation and start your entrepreneurial journey with confidence."
Principal Financial Group
Principal Financial Group is an insurance agency located at 58 East Chestnut Street, Bechtelsville, Pennsylvania, United States. Discover how insurance can help protect what matters most to you and your loved ones. As the presenting sponsor of the women’s and men’s John R. Wooden Award and Legends of Coaching Award, we celebrate expertise, excellence, and equality in sports. Protect your life and wages with our tailored accounts for the long term, ensuring financial security for the future. Take simple steps to adapt your money as life changes and meet your financial goals with the help of a local partner. Research our firm with FINRA's BrokerCheck and invest confidently with Principal® SimpleInvest portfolios. Remember, all investments come with inherent risks. Plan for retirement with the Retirement Wellness Planner and take control of your financial future. Insurance products issued by Principal National Life Insurance Co and Principal Life Insurance Co. Plan administrative services offered by Principal Life. Securities offered through Principal Securities, Inc., member SIPC and/or independent broker-dealers. Principal Financial Group is committed to helping you achieve financial security and peace of mind.
Northwestern Mutual Financial: McGarry Daniel E
Northwestern Mutual Financial: McGarry Daniel E is a finance institution located at 224 Saint Charles Way, York, Pennsylvania, United States. Our financial advisors are dedicated to protecting your family and helping you achieve your goals with insurance options that provide financial flexibility and income protection. When you work with us, you can expect personalized financial planning that considers your current and future priorities. We are a Top 10 Independent Investment Broker-Dealer and have been recognized as the Best Life Insurance Company for Customer Experience. Our high financial strength ratings from major rating agencies showcase our commitment to providing reliable financial solutions.
Pearson Financial Planning
Pearson Financial Planning, located at 100 Amber Court in Wexford, Pennsylvania, is a finance institution that specializes in helping women going through life transitions. As a financial advisor and Certified Financial Planner™ (CFP®), their mission is to educate and support women in identifying, defining, and achieving their financial goals. They provide financial education, investment management, and resources to empower women to make informed decisions about their financial future. Pearson Financial Planning focuses on working with widowed, divorced, and retirement-focused women, offering financial planning, investment management, and educational resources. Their collaborative approach involves partnering with clients to help them achieve financial freedom. To prepare for a meeting with a Financial Planner, clients are required to complete a short questionnaire, provide financial documents, schedule a complimentary "get acquainted" Zoom call, and if it's the right fit, sign on to work together to identify financial goals and create a personalized plan.
Financial Finesse Services
Financial Finesse Services is a finance institution located at 111 East Uwchlan Avenue in Exton, Pennsylvania, United States. Specializing in delicately guiding women to financial clarity and confidence, our services are designed to help women navigate through life events such as the death of a spouse, divorce, inheritance, or retirement that may leave them feeling overwhelmed when it comes to managing their finances. Our goal is to provide a supportive atmosphere and a personalized process that empowers women to understand their financial situation, set goals, and create a plan for their financial future. With Jessica J. Burger as a registered representative offering securities, investment advisory, and financial planning services through MML Investors Services, LLC, our clients can feel confident in taking control of their finances with our guidance.
Merrill Lynch Financial Advisor Katherine D Larsen
he global resources of Merrill Lynch, Financial Advisor Katherine D Larsen and The Larsen Group offer personalized wealth management services to high net worth individuals, families, businesses, and foundations. Located at 417 Thorn Street in Sewickley, Pennsylvania, United States, the team of seven professionals with over 100 years of combined experience is dedicated to helping clients achieve their financial goals. With a focus on goals-based financial strategies, the team takes a comprehensive approach to planning and investment advice, considering both sides of the balance sheet and coordinating investment, cash management, and lending needs. The team at The Larsen Group is committed to delivering superior investment performance and client service, aiming to have a meaningful and lasting impact on the lives of their clients. Through a systematic and disciplined wealth management process, the team works together with clients to customize financial approaches that align with their values, needs, and goals. By utilizing the Investment Personality Assessment and staying connected with clients to track changes in their lives and financial goals, the team at The Larsen Group helps clients pursue what matters most to them. Recognized for their exemplary client service, the team has received accolades such as Forbes "Best-in-State Wealth Management Teams" and "Top Women Wealth Advisors." With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Katherine D Larsen and The Larsen Group are dedicated to helping clients achieve their financial goals.
Christine Donnelly - Financial Advisor, Ameriprise Financial Services, LLC
Christine Donnelly - Financial Advisor at Ameriprise Financial Services, LLC, located at 480 Pierce Street in Kingston, Pennsylvania, offers personalized financial advice to help you achieve your goals. Whether you're saving for college, planning for retirement, or making investments, Christine takes the time to understand what's important to you. Schedule a complimentary initial consultation to discuss your financial future and gain more confidence and control over your finances. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Contact Christine today to start preparing for a more secure tomorrow.
Sofia Financial
Sofia Financial is a finance institution located at 1055 Westlakes Drive in Berwyn, Pennsylvania, United States. We specialize in providing financial guidance and support to women - whether single, divorced, widowed, or married - who are seeking a partner in making important financial decisions. Our founder, with 23 years of experience as a financial advisor, started Sofia Financial to offer a more personalized and supportive approach to financial planning for women. We use insights from Behavioral Finance to help our clients make better money decisions and feel more confident about their financial future. Our clients are smart, passionate women who prefer to focus on other aspects of their lives, knowing that they have a dedicated partner in all financial matters. If you're ready to have a trusted ally in your financial decision-making, contact Sofia Financial today. Investment advice is offered through Private Advisor Group, a registered investment advisor. Please note that Private Advisor Group and Sofia Financial are separate entities.
TruSpire Wealth Advisors - Ameriprise Financial Services, LLC
TruSpire Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 1000 Germantown Pike in Plymouth Meeting, Pennsylvania, United States. The institution is led by Kim StPierre & Maria Shields, Forbes Best-in-State Women Wealth Advisors for 2024. They offer complimentary initial consultations to help clients achieve their financial goals, whether it be retirement planning, education savings, or major purchases. The advisors provide personalized investment recommendations based on individual goals and risk tolerance, and regularly review and update strategies as life changes. Clients can access their investments and accounts securely from any device. Ameriprise financial advisors are registered in certain U.S. states and cannot guarantee future financial results. The institution values privacy and security, and abides by strict rules and regulations. They appreciate referrals and strive to help friends and family members achieve their financial goals.
UPMC Hillman Cancer Center; Women's Cancer
UPMC Hillman Cancer Center; Women's Cancer, located at 830 Norland Avenue in Chambersburg, Pennsylvania, is a leading institution providing expert and compassionate preventive and treatment services for women with gynecologic cancer and other complex conditions of the female reproductive system. As the largest provider of women's cancer care in the region, our experienced team is dedicated to treating the whole woman, not just her cancer. Our program offers the most advanced gynecologic cancer care in the region, personalized treatment plans with leading-edge technologies and techniques, and a supportive care team including top oncologists, radiologists, nurses, and support staff. We specialize in robotic-assisted surgeries and offer comprehensive cancer care services at our state-of-the-art facility at UPMC West Shore.
Principal Financial Group
Principal Financial Group is an insurance agency located at 5808 Oley Turnpike Road, Limekiln, Pennsylvania, United States. Discover how insurance can help you protect what matters most and download your tax forms easily. As the presenting sponsor of the women’s and men’s John R. Wooden Award and Legends of Coaching Award, we celebrate expertise, excellence, and equality in sports. Protect your life and wages with our insurance plans, ensuring your loved ones can keep moving forward no matter what happens. Dedicate part of each paycheck to big goals like retirement or education with accounts tailored for the long term. Feel confident about investing with our partner in your area. Our firm is affiliated with FINRA's BrokerCheck and offers a variety of investment products such as mutual funds and ETFs. Take control of your financial future with Principal Financial Group.
Sally Hoffman, Bankers Life Agent and Bankers Life Securities Financial Representative
Sally Hoffman, Bankers Life Agent and Bankers Life Securities Financial Representative is located at 1150 1st Avenue in King of Prussia, Pennsylvania. As a financial advisor, Sally Hoffman offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Recognized as a Top Women Financial Advisor in 2024, Sally is dedicated to helping clients navigate their Medicare options, including Medicare Advantage (Part C). In addition to insurance products, Sally also assists clients in planning for long-term care needs, emphasizing the importance of being prepared and having discussions with loved ones. If you are ready to start planning your financial future, visit Sally Hoffman in King of Prussia today.
Brittany Allenson, Bankers Life Agent and Bankers Life Securities Financial Representative
Brittany Allenson, Bankers Life Agent and Bankers Life Securities Financial Representative in King Of Prussia, PA, offers a wide range of insurance options from core products provided by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Awarded as a 2024 Top Women Financial Advisor at Bankers Life, Brittany is dedicated to helping clients compare Medicare Advantage plans to find the right coverage. With Medicare Advantage offering similar coverage to Original Medicare Parts A and B, along with the option of prescription drug coverage, clients can benefit from annual maximum out of pocket limits and low monthly premiums. In addition to Medicare options, Brittany also provides services for long-term care planning, recognizing the importance of being prepared for the future. Located at 1150 1st Avenue, King of Prussia, Pennsylvania, Brittany Allenson is ready to assist clients in planning their financial security and healthcare needs.
Women's Resource Center Plymouth Meeting
The Women's Resource Center Plymouth Meeting is a healthcare institution located at 633 West Germantown Pike in Plymouth Meeting, Pennsylvania. Dedicated to providing comprehensive care for women, this center offers a range of services including gynecological exams, prenatal care, family planning, and women's health screenings. With a team of experienced doctors and healthcare professionals, the Women's Resource Center is committed to promoting the well-being and empowerment of women in the Plymouth Meeting community. Whether you are in need of routine check-ups or specialized care, this institution strives to provide compassionate and personalized healthcare services for women of all ages.
Principal Financial Group
Principal Financial Group is a finance institution located at 997 Cumberland Highway, Pleasant Hall, Pennsylvania, United States. At Principal Financial Group, you can discover how insurance can help protect what matters most to you. You can easily download tax forms and get your top questions answered with just a few clicks. As the presenting sponsor of the women’s and men’s John R. Wooden Award and Legends of Coaching Award, we celebrate expertise, excellence, and equality in sports. Protect your life and wages so that your loved ones can keep moving forward, no matter what happens. Dedicate part of each paycheck to big goals like retirement or education, with accounts tailored for the long term. Feel confident about investing and live well in retirement with the help of Principal Financial Group.
Philadelphia Health Insurance
Philadelphia Health Insurance is a trusted insurance agency located at 200 Stevens Drive in Philadelphia, Pennsylvania. We specialize in providing comprehensive health insurance coverage to individuals and families in the United States. Our team of experienced professionals is dedicated to helping our clients find the best insurance plans that meet their specific needs and budget. Whether you are looking for individual health coverage or a group plan for your business, Philadelphia Health Insurance is here to assist you every step of the way. Contact us today to learn more about our services and how we can help you protect your health and financial well-being.
Neighborhood Legal Services
Neighborhood Legal Services, located at 125 East North Street in New Castle, Pennsylvania, is a civil legal aid institution that works to promote fairness in the justice system for individuals regardless of their financial status. Serving Allegheny, Beaver, Butler, and Lawrence Counties, NLS provides high-quality legal services and community education to those who are low-income and vulnerable. Since its founding in 1966, NLS has assisted over 1.2 million individuals in need of legal assistance. While the institution strives to provide full representation to all applicants, funding limitations and eligibility criteria apply. NLS relies on financial support from the community to bridge the justice gap and help those in crisis. Volunteers, including attorneys, law students, and paralegals, are welcome to assist in providing equal access to justice. NLS offers various programs to address issues such as health advocacy for children, support for women in economic distress, assistance for individuals with disabilities, homelessness prevention, victim support, veteran services, and elder care planning. Testimonials from clients highlight the impact of NLS in resolving legal issues and improving lives.
Horizon Farm Credit
Horizon Farm Credit is a finance institution located at 11555 Pennsylvania 98 in Meadville, Pennsylvania, United States. Specializing in agricultural lending and financial services, Horizon Farm Credit is dedicated to supporting farmers and rural communities in achieving their financial goals. With a team of experienced professionals, Horizon Farm Credit offers a range of loan products and financial solutions tailored to the unique needs of farmers and agricultural businesses. Whether you are looking to purchase land, invest in new equipment, or expand your operations, Horizon Farm Credit is here to help you succeed in the ever-changing agricultural industry.
Hammer Funding, LLC
Hammer Funding, LLC is a leading finance institution located at 1080 North Delaware Avenue in Philadelphia, Pennsylvania, United States. Specializing in providing funding solutions for individuals and businesses, Hammer Funding offers a wide range of financial services including loans, investments, and financial planning. With a team of experienced professionals, Hammer Funding is dedicated to helping clients achieve their financial goals and secure their future. Contact Hammer Funding today to learn more about their personalized financial solutions.
Lazear Hall
Lazear Hall is a prestigious university located at 145 South Lincoln Street, Washington, Pennsylvania, United States. As part of our holistic, leadership-focused experience, Lazear Hall challenges student-athletes to excel in men's and women's sports. Once a President, always a President - your continued leadership helps current and future students realize their potential. Experience your future college home during Presidents Preview Day, a signature celebration for admitted and deposited students to Washington & Jefferson College for the 2024-25 academic year. Meet new classmates, engage with current students, faculty, and staff, play games, and win cool prizes.
Haverford Trust Co
Haverford Trust Co is a bank and finance institution located at 3 Radnor Corporate Center in Radnor, Pennsylvania, United States. The institution offers a range of services for individuals, families, institutional investors, and financial advisors. With a focus on understanding and prioritizing the goals of their clients, Haverford Trust Co ensures that investments are smartly managed over the long term. The institution recently launched Season 2 of their podcast series "Speaking of Quality: Wealth Management Insights with Hank Smith" and announced the 2024 Haverford Speaker Series for Women. Chairman Joseph McLaughlin, Jr. emphasizes the importance of building strong relationships with clients and staying current with their priorities.
2nd Story Wealth Planners, LLC
2nd Story Wealth Planners, LLC is a finance institution located at 600 West Germantown Pike in Plymouth Meeting, Pennsylvania, United States. Specializing in Comprehensive Financial Planning for the Independent Woman, the institution aims to help women take control of their financial future and create generational wealth. The team at 2nd Story Wealth Planners, LLC understands the unique financial challenges faced by many in the Black community and is dedicated to providing education and resources to help clients make informed decisions. With a focus on integrity, support, and experience, the team at 2nd Story Wealth Planners, LLC works closely with clients to create personalized financial plans that address their individual needs and goals. Whether it's retirement planning, investment strategies, or wealth preservation, the institution offers a consultative approach to help clients work towards their financial objectives.
Carson Wealth
Carson Wealth, located at 215 Farm Lane in Doylestown, Pennsylvania, is a finance institution that serves families, individuals, and businesses in the Greater Delaware Valley region and across the nation. Their team of financial advisors offers services such as portfolio management, financial planning, risk management, retirement income planning, estate planning, tax planning, and private trust services. Carson Wealth believes in simplifying the complexities of money and helping clients achieve financial independence. They focus on ensuring that clients understand every aspect of their financial journey. Whether you are a business owner, executive, going through a major life change, or planning for retirement, Carson Wealth is dedicated to tailoring solutions to meet your specific needs. They also specialize in assisting women with unique financial challenges and helping families navigate transitions such as divorce or inheritance planning. Carson Wealth is committed to providing expert advice and guidance to help clients achieve their financial goals and build a strong financial legacy. Securities are offered through Cetera Advisor Networks LLC, while investment advisory services are offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors dedicated to helping clients achieve financial success.
Vicki Lilley - Thrivent
Vicki Lilley - Thrivent is a financial institution located at 1094 Second Street Pike, Richboro, Pennsylvania, United States. Specializing in financial planning for women, divorce financial planning, and retirement planning, our team creates personalized plans tailored to your goals and values. We cover all aspects of your financial life, including cash flow, debt management, investments, tax planning, retirement planning, estate planning, and charitable giving. Our goal is to alleviate the fear of money and help you make wise financial decisions for long-term success. As a Certified Divorce Financial Analyst®, Vicki Lilley is equipped to analyze and provide expertise on the financial issues of divorce. With a focus on helping women navigate unique financial challenges, we offer budgeting, goal setting, investing, retirement planning, and insurance education. Through an initial one-hour consultation, we aim to understand your situation, provide guidance, and offer alternatives for a secure financial future.
Vicki Lilley - Thrivent
Vicki Lilley - Thrivent is a finance institution located at 101 North 5th Street, Perkasie, Pennsylvania, United States. Specializing in financial planning for women, divorce financial planning, and retirement planning, our team creates personalized plans tailored to your goals and values. Our comprehensive approach covers all aspects of your financial life, from cashflow management to estate planning. With a focus on empowering women financially, we offer budgeting, goal setting, and investing strategies to secure a stable financial future. As a Certified Divorce Financial Analyst®, we provide expert guidance on the financial implications of divorce settlements. We offer initial consultations at no cost, working on a flat-fee basis to ensure transparency and support throughout the process. Thrivent, the marketing name for Thrivent Financial for Lutherans, offers insurance products and investment advisory services through licensed professionals. For more information, visit our website or contact us for personalized financial guidance.
Bank of America Private Client Advisor Margaret Goldfarb
Bank of America Private Client Advisor Margaret Goldfarb, located at 300 Conshohocken State Road in Conshohocken, Pennsylvania, is a premier financial institution offering personalized wealth management services. With over 40 years of experience in the industry, Margaret leads a team of advisors dedicated to serving the needs of high-net-worth and ultra-high-net-worth individuals in the Philadelphia area. Margaret and her team provide a comprehensive range of financial services, including day-to-day banking, investment management, credit solutions, retirement planning, trust and estate planning, and wealth transfer strategies. With a focus on building strong client relationships based on trust and personal experience, Margaret strives to deliver a professional and high-end client experience.
Ahida Garcia - State Farm Insurance Agent
Ahida Garcia - State Farm Insurance Agent is a reputable insurance agency located at 7034 Frankford Avenue in Philadelphia, Pennsylvania. Specializing in providing insurance coverage to women-owned businesses, we offer a range of services including homeowners and renters insurance, auto insurance, life insurance, and business insurance. Our dedicated team of professionals takes pride in offering personalized recommendations tailored to each individual's unique needs. With a focus on customer service, we strive to build long-lasting relationships with our valued clients. As a native of Colombia with a background in accounting, Ahida Garcia has been serving the Philadelphia community for almost 25 years. With a mission to help customers plan and protect their families, assets, and businesses, our agency is committed to achieving financial stability for all clients. Our vision is to become the leading risk management and financial services agency serving the Latino community in Philadelphia within the next 5 years.
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