TOP 30 Best Financial planning 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.

Penn East Federal Credit Union, located at 441 North 7th Avenue in Scranton, Pennsylvania, is a trusted institution offering ATM and finance services. Whether you're in need of a better interest rate or a top-notch credit card, Penn East has you covered. With a commitment to making a difference in members' lives, Penn East is a reliable credit union you can depend on. The friendly staff provides excellent service, making every visit a pleasant experience. Join Penn East today by filling out an online membership form or visiting any of their branches to easily sign up. Trust Penn East as the firm foundation to build your financial future upon.

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.

Dinnin & Parkins - North Hills is a reputable health insurance agency located in Pittsburgh, Pennsylvania. Our experienced team is dedicated to providing top-notch insurance services to the residents of North Hills and beyond. Whether you are looking for individual or group health insurance coverage, we are here to help you find the best plan to fit your needs. Visit us at 3808 McKnight East Drive and let us assist you in protecting your health and financial well-being.

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.

Matt Cashdollar - State Farm Insurance Agent is a trusted finance and insurance agency located at 1214 Lincoln Highway in North Versailles, Pennsylvania, United States. Our team of licensed insurance professionals is dedicated to helping both new and existing customers with their insurance needs. Whether you are looking to review your auto insurance, business policy, homeowners insurance, or life insurance, we are here to assist you in saving money and finding the right coverage for your unique situation. As a representative of State Farm, the industry leader in insurance and financial services, we offer a wide range of insurance products including car insurance, motorcycle insurance, renters insurance, health insurance, and business insurance. Additionally, we can help with retirement planning, saving for major purchases, and education costs. Our experienced team has over 45 years of combined experience and is committed to protecting what matters most to you.

Filo Mortgage, LLC is a trusted finance institution located at 555 East North Lane in Conshohocken, Pennsylvania, United States. Specializing in mortgage services, Filo Mortgage, LLC offers a wide range of financial solutions to help individuals achieve their homeownership dreams. With a team of experienced professionals, Filo Mortgage, LLC provides personalized assistance and expert guidance throughout the mortgage process. Whether you are a first-time homebuyer or looking to refinance, Filo Mortgage, LLC is committed to providing exceptional service and support to meet your financial needs.

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:

Welcome to the David Giarratano State Farm Agency located at 529 Seven Bridge Road in East Stroudsburg, Pennsylvania. Our agency is conveniently situated in the DLP North building, just one mile north of Dairy Queen on Route 209. As a licensed insurance agency, we are proud to serve customers in both Pennsylvania and New Jersey. At our agency, we prioritize building trust-based relationships with all of our customers by providing personalized service tailored to each individual's needs. Our licensed team is dedicated to assisting with all of your insurance and banking needs.

Erie Bargains LLC is a one-stop shop located at 11 Clinton Street in North East, Pennsylvania, specializing in offering a wide range of clothing options at affordable prices. In addition to clothing, the store also provides finance services to help customers manage their budgets effectively. Whether you're looking for trendy outfits or need assistance with financial planning, Erie Bargains LLC is here to cater to all your needs. Visit us today and experience the convenience of shopping and financial services under one roof.

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.

AAA Income Tax Service is a reputable accounting and finance institution located at 632 North Courtland Street in East Stroudsburg, Pennsylvania, United States. With years of experience in the industry, our team of experts is dedicated to providing top-notch tax services to individuals and businesses alike. From tax preparation to financial planning, we strive to ensure our clients receive the best possible outcomes. Trust AAA Income Tax Service to handle all of your accounting and finance needs with professionalism and expertise.

Protect All Insurance PA is a trusted insurance agency located at 125 E North St, New Castle, PA 16101, United States. Specializing in providing comprehensive insurance solutions, Protect All Insurance PA is dedicated to safeguarding the financial well-being of individuals, families, and businesses within the local community and beyond. With a team of experienced and knowledgeable insurance professionals, the agency offers a wide range of insurance products, including auto, home, life, health, and business insurance, tailored to meet the unique needs of each client. Committed to exceptional customer service, Protect All Insurance PA ensures that clients receive personalized attention and expert advice to make informed decisions about their insurance coverage. Whether you are looking to protect your personal assets or secure your business operations, Protect All Insurance PA is your reliable partner in achieving peace of mind and financial security.

Jeremy T. Toman, Esq., located at 120 W 10th St, Erie, PA 16501, is a distinguished lawyer affiliated with Knox McLaughlin Gornall & Sennett, P.C. This esteemed full-service law firm has been delivering practical legal solutions to a diverse clientele, including businesses, families, public entities, and nonprofit organizations, for over 65 years. With a commitment to excellence and a deep understanding of the law, Jeremy T. Toman, Esq. offers expert legal counsel and representation tailored to meet the unique needs of each client. In addition to traditional legal services, the firm also provides specialized services in content management, website design, e-commerce, and web development. This unique blend of legal expertise and technological proficiency ensures comprehensive support for modern businesses navigating the digital landscape. Whether you need assistance with corporate law, family law, public sector legal issues, or nonprofit organization guidance, Jeremy T. Toman, Esq. and the team at Knox McLaughlin Gornall & Sennett, P.C. are dedicated to providing exceptional service and achieving favorable outcomes for their clients in Erie, Pennsylvania.

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:

Jeffrey D. Scibetta, Esq. is a distinguished professional operating within the reputable law firm Knox McLaughlin Gornall & Sennett, P.C., located at 120 W 10th St, Erie, PA 16501, United States. Specializing in accounting, finance, and legal services, Jeffrey D. Scibetta offers expert guidance and practical solutions to a diverse clientele, including businesses, families, public entities, and nonprofit organizations. With over 65 years of dedicated service, Knox McLaughlin Gornall & Sennett, P.C. has established itself as a full-service law firm committed to excellence and client satisfaction. In addition to its core legal and financial services, the firm also provides content management, website design, e-commerce, and web development services, making it a comprehensive resource for clients in Erie, Pennsylvania, seeking both legal and digital solutions.

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.

The Angle Office: Insurance & Home Services is a reputable insurance agency located at 2600 East Cumberland Street in Philadelphia, Pennsylvania. We are proud to represent top insurance carriers and are licensed in multiple states including Pennsylvania, Delaware, Florida, Maryland, New Jersey, North Carolina, South Carolina, Texas, Virginia, and West Virginia. Our experienced team is dedicated to providing personalized insurance solutions for your home and other valuable assets. Contact us today to learn more about our services and how we can help protect what matters most to you.

Old Thompson Field is a historic and multifaceted local business located in the heart of Slippery Rock, PA. This establishment is intricately connected to the vibrant community and academic life of Slippery Rock University (SRU). Historical Significance:

The M K Bemiss Agency is a reputable insurance agency located at 7 West Main Street in North East, Pennsylvania, United States. With a strong commitment to providing personalized service and comprehensive insurance solutions, they have been serving the community for many years. Whether you are in need of auto, home, life, or business insurance, the knowledgeable agents at M K Bemiss Agency are dedicated to helping you find the right coverage to meet your specific needs. Visit their office today to discuss your insurance options and receive top-notch customer service.

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.