TOP 30 Financial planning guidance in Scranton, Pennsylvania

The University of Scranton Office of Undergraduate Admissions is dedicated to helping prospective students navigate the admissions process and discover the opportunities available at our prestigious institution. Located at 800 Linden Street in Scranton, Pennsylvania, our office is committed to assisting students in achieving their academic and career goals. Our knowledgeable staff is here to provide guidance, support, and information to help students make informed decisions about their future. Whether you are a first-time college student or looking to transfer to our university, we are here to help you every step of the way. Contact us today to learn more about the programs and resources available at The University of Scranton.

LUNA Financial Services LLC is a reputable finance and insurance agency located at 1526 Oram Street in Scranton, Pennsylvania. Our dedicated team of professionals is committed to providing personalized financial solutions tailored to meet the unique needs of our clients. Whether you are looking for insurance coverage or seeking investment advice, LUNA Financial Services LLC is here to help you navigate the complexities of the financial world. Trust us to provide you with reliable and trustworthy services to secure your financial future.

Forget About It Financial Services is a trusted finance institution located at 219 North Main Avenue in Scranton, Pennsylvania. Our team of experienced financial experts is dedicated to helping clients manage their money with ease and confidence. From budgeting and investing to retirement planning and wealth management, we offer a wide range of services to meet your financial needs. At Forget About It Financial Services, we prioritize customer satisfaction and strive to provide personalized solutions to help you achieve your financial goals. Visit us today to experience the peace of mind that comes with expert financial guidance.

Merrill Lynch Financial Advisor Gregory F. Rosetti is a dedicated finance institution located at 417 Lackawanna Avenue, Scranton, Pennsylvania, United States. Greg Rosetti, a seasoned Financial Advisor, joined Merrill Lynch Wealth Management in 2019 with a focus on understanding, planning, and assisting clients in achieving their financial goals. With a degree in Finance from Saint Joseph's University and years of experience in the financial and insurance industries, Greg is equipped to design customized financial strategies for families and individuals. Alongside his team of talented professionals, Greg is committed to building strong client relationships based on trust and personalized service. By utilizing Merrill Personal Wealth Analysis™ and Investment Personality Assessment tools, Greg ensures that each client's unique goals and priorities are at the forefront of their financial approach. With access to the investment insights of Merrill and banking solutions from Bank of America, Greg works diligently to help clients manage, grow, and preserve their wealth while addressing their financial needs. By regularly reviewing and adjusting financial approaches to reflect changes in clients' lives and goals, Greg ensures that clients stay on track to achieve what matters most to them. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Gregory F. Rosetti is dedicated to helping clients live their best financial lives.

Northwestern Mutual - Scranton/Wilkes-Barre is a leading financial institution located at 52 Glenmaura National Boulevard in Moosic, Pennsylvania, United States. Specializing in providing comprehensive financial planning, investment strategies, and insurance solutions, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their future. With a team of experienced financial advisors, Northwestern Mutual offers personalized services tailored to each client's unique needs. Whether you are planning for retirement, saving for your children's education, or protecting your assets, Northwestern Mutual is committed to providing expert guidance and support every step of the way.

Financial Transitions Advisors is a finance institution located at 1101 Penn Avenue, Scranton, Pennsylvania, United States. We prioritize meeting with clients in person to ensure the appropriate financial plan is in place. For those who prefer online meetings, we utilize technology such as video conference and screen sharing. Our services include Investment Risk Assessment, Portfolio Analysis, Access to Full-Service Brokerage, Policy Review, Annuities, Beneficiary Analysis, Critical Illness Solutions, Long-Term Care Insurance, Life Insurance, Disability Insurance, Cash Flow Analysis, Asset Accumulation, Retirement Income Planning, Tax Planning Strategies, Business Succession Planning, and Employee Benefits.

Merrill Lynch Financial Advisor Christopher DiMattio, located at 417 Lackawanna Avenue in Scranton, Pennsylvania, is part of the DiMattio & Bradley Group. This institution believes in building strong relationships through teamwork and involvement, providing access to the global investment capabilities of Merrill and the banking convenience of Bank of America. The team at DiMattio & Bradley Group is dedicated to offering personalized financial advice and guidance, tailored to each client's individual goals and priorities. They work with clients to develop personalized financial strategies aligned with their aspirations, whether it be planning for retirement, funding education expenses, or preserving wealth for future generations. The team utilizes tools such as the Investment Personality Assessment to gain a deeper understanding of each client's investing preferences and goals. With a focus on personalized service and trust, the team at Merrill Lynch Wealth Management Advisors is committed to helping clients achieve their financial goals, no matter how their life and the markets may change over time.

Merrill Lynch Financial Advisor Joshua Bradley is a finance institution located at 417 Lackawanna Avenue, Scranton, Pennsylvania, United States. The DiMattio & Bradley Group at Merrill Lynch believes in building strong relationships through teamwork and involvement, offering personalized financial advice and guidance to help you achieve your goals. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, the team can assist you in identifying and prioritizing personal goals such as funding education, retirement planning, managing health care costs, and preserving wealth. By developing a personalized financial strategy aligned with your aspirations, the team puts you at the center of the planning process, ensuring that your financial approach reflects your unique needs and priorities. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, the team can help customize your financial approach to help you pursue what matters most to you. With regular check-ins and adjustments to your financial approach, the team is committed to helping you stay on track to achieve your goals. Whether you're planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Wealth Management Advisors are dedicated to helping you navigate the complexities of your financial life and build a customized investment approach to address your needs. Let's work together to help you achieve your financial goals.

Merrill Lynch Financial Advisor Timothy McMullen is a leading financial institution located at 417 Lackawanna Avenue in Scranton, Pennsylvania, United States. As a trusted finance expert, Timothy McMullen provides personalized financial advice and guidance to help clients achieve their financial goals. With a strong reputation for integrity and professionalism, clients can trust Merrill Lynch Financial Advisor Timothy McMullen to provide expert financial planning services tailored to their individual needs.

Merrill Lynch Financial Advisor Thomas P Tulaney II is a finance institution located at 417 Lackawanna Avenue, Scranton, Pennsylvania, United States. As your Merrill advisor, Thomas focuses on connecting all aspects of your financial life to help you prioritize and pursue the goals that matter most to you. Thomas holds the Certified Plan Fiduciary Advisor designation and is dedicated to delivering excellent service. With Merrill Personal Wealth Analysis™, Thomas can help build and document a personalized plan centered on your goals. Your financial advisor at Merrill Lynch Wealth Management will focus on your family, goals, and priorities, adapting to changes over time. By starting with a conversation, Thomas will help you identify and prioritize your most important goals, whether it's planning for retirement, saving for a home, or funding education. With access to investment insights from Merrill and banking solutions from Bank of America, Thomas will work with you to develop an approach that addresses your financial needs and helps you achieve your goals. Let's work together to create a financial approach that reflects your personality and priorities, helping you navigate fluctuations in the market and changes in your life to achieve your goals. Contact Thomas Tulaney for personalized investment strategies and comprehensive financial solutions.

Thomas Lavelle - Prudential Financial is a reputable finance and insurance agency located in Scranton, Pennsylvania, United States. With a strong focus on providing top-notch financial services and insurance products, the institution is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at Thomas Lavelle - Prudential Financial are committed to providing personalized solutions tailored to meet your specific needs. Trustworthy and reliable, this institution is known for its excellent customer service and commitment to helping clients make informed financial decisions. Contact Thomas Lavelle - Prudential Financial today to start planning for a secure financial future.

Lisa Charton - Prudential Financial is a trusted finance and insurance agency located in Scranton, Pennsylvania, United States. With a commitment to providing quality financial services and insurance solutions, we strive to help individuals and families achieve their financial goals and protect their assets. Our team of experienced professionals is dedicated to offering personalized guidance and tailored solutions to meet the unique needs of each client. Whether you are looking to invest for the future, plan for retirement, or secure your family's financial future, Lisa Charton - Prudential Financial is here to help. Contact us today to learn more about how we can assist you in reaching your financial goals.

Merrill Lynch Financial Advisor Ryan J McGee is a renowned finance institution located at 417 Lackawanna Avenue in Scranton, Pennsylvania, United States. With a strong reputation for providing expert financial advice and services, Ryan J McGee and his team are dedicated to helping clients achieve their financial goals. Specializing in wealth management, investment strategies, and retirement planning, Merrill Lynch Financial Advisor Ryan J McGee is committed to providing personalized solutions tailored to each client's unique needs. Trustworthy and experienced, this institution is a trusted partner for individuals and businesses seeking sound financial guidance.

Merrill Lynch Financial Advisor Jordan Ubertini is a reputable finance institution located at 417 Lackawanna Avenue in Scranton, Pennsylvania, United States. With a strong focus on providing personalized financial advice and guidance, Jordan Ubertini and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Merrill Lynch Financial Advisor Jordan Ubertini offers expert advice and tailored solutions to meet your needs. Trust in their expertise and experience to secure your financial future.

Merrill Lynch Financial Advisor Stephen L Hudacek, located at 417 Lackawanna Avenue in Scranton, Pennsylvania, is a finance institution that caters to clients at every stage of their lives. The Hudacek, Leibman & MacGregor Group serves successful individuals in Eastern Pennsylvania and ten other states, including business owners, attorneys, physicians, and accountants. The team of professionals at this institution focuses on building enduring relationships with clients and their families, simplifying financial matters, and providing easily understood recommendations through frequent discussions. The institution's main objective is to help clients achieve their #1 goal of retirement by identifying and prioritizing objectives, setting actionable strategies, and offering education on financial matters. The team also specializes in helping business owners nationwide manage their 401k plans, defer income, minimize tax consequences, and provide guidance on government regulations. Additionally, they hold meetings with employees to address their financial needs strategically, operationally, and financially.

Merrill Lynch Financial Advisor Timothy McNamara is a reputable finance institution located at 417 Lackawanna Avenue in Scranton, Pennsylvania, United States. With years of experience in financial planning and wealth management, Timothy McNamara provides personalized advice and strategies to help clients achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, Timothy McNamara and his team are dedicated to providing expert guidance and support every step of the way. Contact Merrill Lynch Financial Advisor Timothy McNamara today to schedule a consultation and take control of your financial future.

Merrill Lynch Financial Advisor Jude J Leibman, located at 417 Lackawanna Avenue in Scranton, Pennsylvania, is part of The Hudacek, Leibman & MacGregor Group. They cater to successful individuals in Eastern Pennsylvania and other states, including business owners, attorneys, physicians, and accountants. The team, comprised of professionals from different generations, focuses on building lasting relationships with clients and their families. They simplify financial matters and offer personalized recommendations through regular discussions and education. The group's primary focus is on helping clients achieve their retirement goals and financial objectives. They offer planning-based strategies to assist clients in areas such as college savings, liquidity events, and real estate investments. For business owners with 401k plans, they provide guidance on deferring income and minimizing tax consequences while ensuring employee benefits.

Sharon Roedel - Prudential Financial is a reputable finance and insurance agency located in Scranton, Pennsylvania, United States. With a strong focus on providing top-notch financial services and insurance solutions, this institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. With a team of experienced professionals, Sharon Roedel - Prudential Financial offers personalized and comprehensive financial planning and insurance options to meet the unique needs of each client. Trustworthy, reliable, and committed to excellence, this institution is a trusted partner in securing a stable financial future.

Michael Ryan - Prudential Financial is a renowned finance and insurance agency located in Scranton, Pennsylvania, United States. With a strong reputation for providing top-notch financial services and insurance products, the institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. The team at Michael Ryan - Prudential Financial is committed to providing personalized solutions and expert advice to clients, ensuring they receive the best possible financial guidance. Whether you are looking for investment strategies, retirement planning, or insurance coverage, Michael Ryan - Prudential Financial is the trusted partner you can rely on.

New York Life Insurance Co. Scranton - Northeastern Pennsylvania General Office (NEPA G.O.) is an insurance agency located at 220 Penn Avenue in Scranton, Pennsylvania. Our Northeastern Pennsylvania General Office in Moosic, PA is dedicated to serving professional advisors and helping individuals secure their financial future through life insurance. We believe in supporting growth-minded individuals on their journey to excellence. Our team is committed to helping people reach their goals, whether it's finding a dream career as an agent or maximizing financial opportunities as a client. We provide personal support and guidance, leveraging innovative technology to help you grow efficiently.

Matthew Page - Prudential Financial is a reputable finance and insurance agency located in Scranton, Pennsylvania, United States. With a commitment to providing top-notch financial services and insurance solutions, the institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. With a team of experienced professionals, Matthew Page - Prudential Financial offers personalized advice and tailored solutions to meet the unique needs of each client. Whether you are looking for investment guidance, retirement planning, or insurance coverage, you can trust Matthew Page - Prudential Financial to provide expert guidance and exceptional service.

Conrad Walsh - Prudential Financial is a reputable finance and insurance agency located in Scranton, Pennsylvania, United States. With a strong focus on providing top-notch financial services and insurance solutions, this institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. With a team of experienced professionals, Conrad Walsh - Prudential Financial offers personalized assistance and expert guidance to clients in navigating the complex world of finance and insurance. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, this institution is committed to providing you with the support and resources you need to secure your financial future.

Donald Streby - Prudential Financial is a reputable finance and insurance agency located in Scranton, Pennsylvania, United States. With a strong focus on providing top-quality financial services and insurance solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Donald Streby - Prudential Financial is committed to providing personalized guidance and tailored solutions to meet your individual needs. Contact us today to learn more about how we can help you secure your financial future.

Alex Howe - Prudential Financial is a trusted finance and insurance agency located in Scranton, Pennsylvania, United States. With a strong commitment to providing personalized financial solutions, Alex Howe and his team strive to help clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Alex Howe - Prudential Financial is dedicated to providing expert guidance and exceptional customer service. Contact them today to learn more about how they can assist you in securing your financial future.

JD Tax Multiservices is a trusted accounting and finance institution located at 301 North Lincoln Avenue in Scranton, Pennsylvania, United States. With a team of experienced professionals, we offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you need help with tax preparation, bookkeeping, or financial planning, our dedicated team is here to provide personalized solutions tailored to your specific needs. Contact us today to learn more about how JD Tax Multiservices can help you achieve your financial goals.

Martin G. Lawler, EA is a reputable accounting and finance institution located at 506 1/2 Scranton Carbondale Highway in Mayfield, Pennsylvania, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of financial services including tax preparation, bookkeeping, and financial planning. Clients can trust Martin G. Lawler, EA to provide reliable and accurate financial guidance to help them achieve their financial goals.

Mary Theresa Backus: Allstate Insurance is a trusted insurance agency located at 1315 Pittston Avenue in Scranton, Pennsylvania. As a part of the renowned Allstate Insurance company, Mary Theresa Backus offers a wide range of insurance products and services to meet the needs of individuals, families, and businesses in the Scranton area. With a commitment to providing personalized and reliable coverage, customers can trust Mary Theresa Backus to help protect what matters most to them. Whether you are looking for auto, home, life, or business insurance, you can rely on Mary Theresa Backus: Allstate Insurance to provide expert guidance and exceptional customer service.

Nationwide Insurance: Christopher O Mcgrath Sr, located at 316 Meadow Avenue in Scranton, Pennsylvania, offers a wide range of insurance products to meet your needs. Whether you need auto insurance, home insurance, commercial insurance, or any other type of coverage, we are here to help. Our agency specializes in Agriculture, Auto, Commercial, Condo, Farm, Financial, Home, Life, Powersports, and Renters insurance. At Christopher O Mcgrath Sr, we believe in providing quality insurance at an affordable price. We understand that protecting your vehicle or home can be stressful, which is why we are here to make the process as simple as possible. Our team is dedicated to helping you find the right coverage for your needs, whether it's for your car, your home, or your business.

PNC Private Bank, located at 201 Penn Avenue in Scranton, Pennsylvania, is a prestigious financial institution offering personalized banking and wealth management services. With a focus on high-net-worth individuals and families, PNC Private Bank provides tailored solutions to help clients achieve their financial goals and secure their financial future. Our team of experienced advisors and wealth management professionals are dedicated to providing exceptional service and expertise to meet the unique needs of each client. Visit PNC Private Bank today to experience unparalleled financial guidance and support.

Jackson Hewitt is a reputable accounting and finance institution located at 1909 Pittston Avenue in Scranton, Pennsylvania, United States. With a team of experienced professionals, Jackson Hewitt offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for help with your personal taxes or a business in need of financial guidance, Jackson Hewitt is dedicated to providing top-notch assistance to meet your needs. Trustworthy and reliable, Jackson Hewitt is committed to helping clients navigate the complex world of accounting and finance with ease and confidence.