Financial planning goals in North East, Pennsylvania

Widget Financial is a financial institution located at 5 Grant Street in North East, Pennsylvania, United States. Specializing in ATM services and finance, Widget Financial is dedicated to serving the needs of small businesses in the area. Small businesses are a vital part of the economy, providing jobs for millions of Americans. Asset allocation is key to managing investment risk, and Widget Financial can help small business owners navigate this complex process. Whether you are changing jobs or planning for retirement, Widget Financial offers expert advice and personalized solutions to meet your financial goals. Join our team and find a rewarding career serving our wonderful members at Widget Financial.

North Star Strategic Wealth Partners is a leading financial institution located in Pittsburgh, Pennsylvania. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. From investment planning to retirement strategies, we offer a wide range of services tailored to meet the individual needs of each client. Visit us at 3000 McKnight East Drive to learn more about how we can help you navigate the complexities of the financial world and secure your financial future.

Welcome to North East Welch Federal Credit Union (NEWFCU), your trusted local financial institution dedicated to providing personalized financial services to the North East, PA community. At NEWFCU, we pride ourselves on our commitment to member security and satisfaction.

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.

Rocco Stigliano: Primerica - Financial Services is a reputable finance and insurance agency located at 112 North Courtland Street in East Stroudsburg, Pennsylvania, United States. With a strong focus on providing quality financial services to individuals and families, Rocco Stigliano and his team offer a wide range of products and solutions to help clients achieve their financial goals. Whether you are looking for investment advice, insurance coverage, or retirement planning, Rocco Stigliano: Primerica - Financial Services is dedicated to providing personalized and professional assistance to meet your needs. Contact them today to learn more about how they can help you secure your financial future.

Thrivent Financial-Lutherans is a Fortune 500 financial services institution located at 11131 East Law Road, North East, Pennsylvania, United States. They believe in providing everyone with a financial plan they can be confident about, starting with the right financial advisor. Their services include matching clients with resources based on their financial concerns, creating personalized strategies to help achieve goals, and offering a free virtual coaching service called Money Canvas™ to build healthier money habits. Whether you are just starting out, building a foundation, or nearing retirement, Thrivent's financial advisors are there to help you navigate life's challenges and opportunities. They offer charitable planning options and generosity programs to help clients give back to their communities. With $162 billion in assets under management/advisement, Thrivent is rated by AM Best, Moody’s Investors Service, and S&P Global Ratings.

Edward Jones - Financial Advisor: Eli Nelson is a trusted financial institution located at 69 East Main Street in North East, Pennsylvania. As a dedicated finance professional, Eli Nelson provides personalized financial advice and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Eli Nelson is committed to providing expert guidance and support every step of the way. Visit our office today to learn more about our comprehensive financial services and how we can help you secure a brighter financial future.

Edward Jones - Financial Advisor: Joellen T Nelson, AAMS™ is a reputable financial institution located at 69 East Main Street in North East, Pennsylvania, United States. Specializing in providing personalized financial planning and investment services, Joellen T Nelson, AAMS™ is dedicated to helping individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can expect expert guidance and support in navigating the complexities of the financial market. Contact Edward Jones - Financial Advisor: Joellen T Nelson, AAMS™ today to start your journey towards a secure financial future.

Derek Marinaro: Primerica - Financial Services is a reputable finance and insurance agency located at 112 North Courtland Street in East Stroudsburg, Pennsylvania, United States. With a focus on providing quality financial services to individuals and families, Derek Marinaro and his team are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance solutions, Primerica offers a range of services to meet your needs. Contact Derek Marinaro today to schedule a consultation and take the first step towards financial security.

Tressie Woods: Primerica - Financial Services is a reputable finance and insurance agency located at 112 North Courtland Street in East Stroudsburg, Pennsylvania, United States. With a focus on providing top-notch financial services to individuals and families, Tressie Woods: Primerica offers a wide range of products and solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, their team of experienced professionals is dedicated to helping you secure your financial future. Visit Tressie Woods: Primerica - Financial Services today to learn more about how they can assist you in reaching your financial objectives.

At 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:

Main Line Benefits Co. is a health and insurance agency located at 232 East King Street in Malvern, Pennsylvania, United States. Our knowledgeable experts are here to provide the best insurance plans for small groups, businesses, those aging into Medicare, and more. We offer a wide range of options to supplement your current plan or find a benefits package for your small business. With the ever-changing market of medical conditions, finding affordable health insurance can be a daunting task, but we are here to help every step of the way at no additional cost to you. Life insurance is often overlooked, but at Main Line Benefits, we simplify the buying process to ensure your loved ones are taken care of in the event of the unexpected. We also assist with selecting Medicare plans that best meet your needs and budget, saving you time and effort by searching through plans from nationally and locally recognized companies on your behalf.

Our center is led by Dr. Brett Z. Godlewski, an experienced and compassionate oral and maxillofacial surgeon, and implant specialist. Dr. Godlewski is dedicated to providing the highest level of care, ensuring that each patient receives personalized and respectful treatment. We pride ourselves on using evidence-based surgical approaches, high-quality materials, and state-of-the-art technology to deliver optimal results. Our goal is to improve and maintain your oral health so you can smile with confidence. Services Offered:

Small Business Services is a professional institution located at 42 Clinton Street in North East, Pennsylvania, United States. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch services to small businesses in the area. Whether you need help with bookkeeping, tax preparation, or financial planning, we are here to assist you every step of the way. Trust Small Business Services to help you achieve your financial goals and ensure the success of your small business.

Easter 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:

Welcome to the First National Bank ATM located at 490 East North Avenue in Pittsburgh, Pennsylvania. Our ATM provides convenient access to your banking needs, offering a range of financial services at the touch of a button.

Welcome to Northwest Bank, your trusted financial partner located at 35 East Main Street, North East, Pennsylvania. At Northwest Bank, we are committed to providing our community with comprehensive banking services that cater to both personal and business needs. Whether you're looking to open a new account, apply for a loan, or simply access our convenient ATM services, our friendly and knowledgeable staff is here to assist you every step of the way. As a full-service bank, we offer a wide range of financial products, including savings and checking accounts, mortgages, personal loans, and investment options, all designed to help you achieve your financial goals. Our state-of-the-art ATM is available 24/7, providing you with easy access to your funds whenever you need it.

Pat Antonio EA is a reputable accounting and finance institution located at 125 East North Street in New Castle, Pennsylvania. With a team of experienced Enrolled Agents, they provide expert financial services to individuals and businesses in the area. From tax preparation to financial planning, Pat Antonio EA is dedicated to helping their clients achieve their financial goals.

Welcome to First National Bank, located at 119 West Main Street, North East, Pennsylvania. As a trusted institution in the heart of North East, we are committed to providing a comprehensive range of financial services tailored to meet the diverse needs of our community. Whether you're looking to manage your personal finances or grow your business, FNB offers the solutions you need to succeed. Our services are designed with you in mind. Easily shop and apply for products online, or schedule an appointment for personalized, in-person guidance from our financial experts. From versatile checking and savings accounts to competitive loans and investment options, we aim to turn your financial dreams into reality.

Welcome to First National Bank, located at 108 West Main Street, North East, Pennsylvania 16428. As a trusted financial institution, we are committed to providing comprehensive banking and financial services tailored to meet the diverse needs of our community. Whether you're an individual seeking personal banking solutions or a business aiming to grow, we offer a wide range of services to support your financial goals. At First National Bank North East, our services include convenient online shopping for financial products and services, allowing you to apply or schedule appointments with our experts for personalized, in-person guidance. Our full-service solutions range from checking and savings accounts designed for every lifestyle to loans and investment options that help turn dreams into reality.

Welcome to KeyBank, your trusted financial partner located at 27 East Main Street, North East, Pennsylvania 16428. As a leading bank and financial institution, we are dedicated to providing comprehensive financial services tailored to meet your needs. Whether you're looking to manage your personal finances, secure a loan, or plan for your financial future, our team of experienced professionals is here to assist you every step of the way. Our convenient ATM services ensure you have access to your money whenever you need it. At KeyBank, we pride ourselves on delivering exceptional customer service and personalized solutions to help you achieve your financial goals. Visit us today and experience the KeyBank difference.

First National Bank, located at 490 East North Avenue in Pittsburgh, Pennsylvania, is a full-service financial institution offering a wide range of products and services. Whether you are looking for checking and savings accounts, loans, investments, or business solutions, FNB has you covered. With convenient online services and expert in-person guidance, managing your finances has never been easier. From eStyle accounts to Premierstyle Checking, there are options for every financial need. Additionally, FNB offers Home Equity Lines of Credit, Asset Secured Term loans, and business checking accounts to help you achieve your financial goals. The First National Insurance Agency also provides tailored employee benefits packages. Trust First National Bank to help you make your dreams a reality and achieve financial success.

Gorzynski Uglow & Farrell is a reputable accounting and finance institution located at 33 East Main Street in North East, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and auditing. Clients can trust in their expertise and personalized approach to meet their financial needs and goals.

Antonchak & Balkcom is a reputable finance institution located at 3 East North Street in Bethlehem, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, Antonchak & Balkcom is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy, reliable, and committed to excellence, Antonchak & Balkcom is a trusted partner in helping you secure a stable financial future.

Michael J. Visnosky, Esq. at Knox McLaughlin Gornall & Sennett, P.C. Located at 120 W 10th St, Erie, PA 16501, Michael J. Visnosky, Esq. is a distinguished lawyer who is part of the esteemed full-service law firm, Knox McLaughlin Gornall & Sennett, P.C. With over 65 years of experience, the firm has been providing practical and effective legal solutions to a diverse array of clients, including businesses, families, public entities, and nonprofit organizations.

Westminster Investment Group is a distinguished real estate agency located at 23 East North Street, New Castle, Pennsylvania 16101, United States. Specializing in a comprehensive range of real estate services, Westminster Investment Group is committed to helping clients navigate the complexities of buying, selling, and investing in properties. Their experienced team of professionals is dedicated to providing personalized and strategic advice tailored to meet the unique needs of each client. Whether you are a first-time homebuyer, a seasoned investor, or looking to sell your property, Westminster Investment Group offers unparalleled expertise and a customer-focused approach to ensure a seamless and successful real estate experience. Visit them today to explore how they can assist you in achieving your real estate goals.

Merrill 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.

Merrill 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.

Welcome to Sweats Business Services, your trusted partner for all your business needs in North East, Pennsylvania. Conveniently located at 42 East Street, we are dedicated to providing top-notch services to support local businesses and entrepreneurs in our community. Our comprehensive range of services includes bookkeeping, tax preparation, payroll management, and business consulting. Our team of experienced professionals is committed to delivering personalized solutions tailored to meet the unique requirements of your business. At Sweats Business Services, we pride ourselves on our attention to detail, reliability, and a customer-first approach. Whether you're a small startup or an established enterprise, we are here to help you streamline your operations and achieve your business goals. Visit us today or contact us to learn how we can assist you in driving your business forward.

Welcome to First National Bank ATM, conveniently located at 119 West Main Street, North East, Pennsylvania 16428. As a trusted financial services provider, we offer a seamless banking experience through our innovative eStore® Common App, allowing you to apply for personal loans, and open checking and savings accounts within minutes. Explore and purchase our range of products and financial services online, and discover our financial education resources to find the solutions tailored to your needs. Whether you are looking to manage your finances, secure a loan, or invest in your future, we provide the tools and guidance necessary to make your dreams a reality.