The 30 Best Financial planning institute in Wilkes-Barre, Pennsylvania

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OneMain Financial is a finance institution located at 1065 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. They offer a variety of financial services, including personal loans, debt consolidation, and credit insurance. With a focus on providing personalized solutions to meet their customers' unique financial needs, OneMain Financial is committed to helping individuals achieve their financial goals. Visit their branch today to learn more about how they can assist you with your financial needs.

The US Small Business Administration - Wilkes-Barre is a government agency dedicated to supporting and promoting small businesses in the Wilkes-Barre area of Pennsylvania. Located at 7 Wilkes-Barre Boulevard, this institution provides a wide range of resources and services to help entrepreneurs start, grow, and succeed in their business ventures. Whether you need assistance with financing, business planning, or government contracting, the SBA office in Wilkes-Barre is here to help. Contact them today to learn more about how they can support your small business goals.

Wilkes University Admissions, located at 84 West South Street in Wilkes-Barre, Pennsylvania, is dedicated to helping students achieve their academic goals. The institution offers a personalized experience, with a dedicated team ready to assist with the college search, financial planning, and more. Merit scholarships of up to $28,000 are available, and a financial aid calculator can help estimate expenses. Wilkes University is recognized for its commitment to helping students from middle-class families increase their income level, and for its strong return on investment. The small campus fosters a close-knit community and provides opportunities for students to develop interpersonal skills. With its convenient location within a few hours' drive of major cities in the Northeast and Mid-Atlantic, Wilkes University offers a vibrant and engaging academic environment.

First Financial Group is a comprehensive financial services institution located at 670 North River Street in Wilkes-Barre, Pennsylvania. As a leading finance, insurance agency, and lawyer firm, we offer a wide range of services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, insurance coverage, or legal assistance, First Financial Group is here to help you navigate the complexities of the financial world with confidence and peace of mind.

Morgan Stanley Financial Advisors is a leading finance institution located at 1065 Pennsylvania 315, Wilkes-Barre, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert wealth management services. With a strong reputation for excellence and a commitment to client satisfaction, Morgan Stanley Financial Advisors is the trusted partner you need for all your financial needs. Contact us today to schedule a consultation and start planning for a secure financial future.

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.

Kevin J Krugel, a financial advisor at Ameriprise Financial Services, LLC, located at 720 Wilkes Barre Township Boulevard in Wilkes-Barre Township, Pennsylvania, offers personalized financial advice and investment solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Kevin can assist with saving for major purchases or meeting current financial needs. Clients can access background and qualification information through FINRA's BrokerCheck website, and are provided with a Client Relationship Summary Disclosure. Kevin J Krugel is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. The institution cannot guarantee future financial results, but aims to provide clients with the tools and guidance needed to navigate the financial landscape. Interested individuals can schedule an initial consultation to discuss their financial priorities and receive an overview of financial planning concepts. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and upholds strict privacy and security measures to protect client information. Referrals are welcome, and Kevin looks forward to helping friends and family members achieve their financial goals.

Kevin J Krugel - Financial Advisor, Ameriprise Financial Services, LLC, located at 100 Wilkes-Barre Boulevard in Wilkes-Barre, Pennsylvania, offers personalized financial advice, investments, and solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Kevin J Krugel can assist in saving for major purchases or meeting current financial needs. Background and qualification information can be found on FINRA's BrokerCheck website, and clients can access the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure for additional information. Kevin J Krugel may only conduct securities business in states where properly registered, as listed on FINRA's BrokerCheck website. The institution provides an initial consultation to discuss financial planning concepts and does not guarantee future financial results. Clients can rely on the Ameriprise Financial Website Rules and Regulations for terms of use, and Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Referrals are welcome, and clients can expect to hear from Kevin J Krugel soon to discuss their financial goals.

R J Financial Services is a reputable accounting and finance institution located at 1015 Sively Street in Wilkes-Barre, Pennsylvania, United States. With a team of experienced professionals, we offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Our commitment to excellence and personalized approach sets us apart from the rest, making us a trusted partner for individuals and businesses seeking expert financial guidance. Contact us today to see how we can help you achieve your financial goals.

Edward Jones - Financial Advisor: Eileen Y Song is a reputable finance institution located at 3 Public Square in Wilkes-Barre, Pennsylvania, United States. Eileen Y Song is a skilled and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for college, or invest for the future, Eileen Y Song can provide personalized guidance and strategies to help you succeed. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Eileen Y Song is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Chancellor Financial Group is a leading finance institution located at 60 Public Square in Wilkes-Barre, Pennsylvania, United States. With a team of experienced financial experts, Chancellor Financial Group offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Chancellor Financial Group is dedicated to providing personalized solutions to meet your needs. Trust Chancellor Financial Group to help you navigate the complexities of the financial world and secure a prosperous future.

Merrill Lynch Financial Advisor Stephen J Rosenthal is a finance institution located at 600 Baltimore Drive, Wilkes-Barre, Pennsylvania, United States. The Youngman, Rosenthal & Shaffer Wealth Management Group at Merrill Lynch is dedicated to providing exemplary client service and has been recognized as one of Forbes "Best-in-State Wealth Management Teams" in 2023 and 2024. With over 145 years of combined experience, the team is committed to helping clients achieve their financial goals, whether it be retirement planning, education funding, home purchasing, or estate planning. They take the time to understand each client's unique needs and design a customized wealth management plan to help them pursue their personal financial goals while managing investment risk. The institution offers personalized investment strategies and comprehensive financial solutions to address the evolving needs and priorities of clients. Merrill Lynch Wealth Management Advisors prioritize building strong client relationships based on trust and personalized service, helping clients navigate the complexities of their financial lives and achieve their goals.

Merrill Lynch Financial Advisor Charles L Youngman is located at 600 Baltimore Drive in Wilkes-Barre, Pennsylvania, United States. This finance institution is part of the Youngman, Rosenthal & Shaffer Wealth Management Group and is supported by the global resources of Merrill. With over 145 years of combined experience, the team at Merrill Lynch is dedicated to helping clients achieve their financial goals, whether it's planning for retirement, funding education, purchasing a home, or estate planning. The advisors at Merrill Lynch focus on building strong client relationships based on trust and personalized service. They believe in using wealth to help turn goals into reality, and offer customized wealth management plans to help clients pursue their personal financial goals while managing investment risk. The institution uses the Investment Personality Assessment to understand clients better as investors and tailor financial approaches accordingly.

Ed Katarsky - Ameriprise Financial Services, LLC is a finance institution located at 100 Wilkes-Barre Boulevard in Wilkes-Barre, Pennsylvania, United States. They offer a wide range of financial services and certifications to help individuals with their asset management, retirement planning, estate planning, and investment needs. The institution provides services such as the AAMS™ certification, ADPA™ designation, AEP® designation, AIF® designation, APMA™ designation, AWMA℠ certification, Behavioral Financial Advisor certification, CAP® designation, CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist designation, Chartered Financial Consultant® designation, Chartered Special Needs Consultant certification, Certified Investment Management Analyst® designation, Certified Kingdom Advisor® designation, Certified in Long-Term Care program, and Chartered Life Underwriter Designation®. The institution also provides training for Certified Military Financial Advisor® designation to serve veterans and military personnel. With a focus on ethics and expertise, Ed Katarsky - Ameriprise Financial Services, LLC aims to provide comprehensive financial planning services to individuals and families.

Meridian Financial Associates is a reputable finance institution located at 1140 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. With a commitment to providing top-notch financial services, Meridian Financial Associates offers a wide range of financial solutions tailored to meet the needs of individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Meridian Financial Associates is dedicated to helping you achieve your financial goals. Trust in Meridian Financial Associates for expert guidance and personalized service in the world of finance.

Merrill Lynch Financial Advisor Mathew D Shaffer is a finance institution located at 600 Baltimore Drive, Wilkes-Barre, Pennsylvania, United States. The institution is part of the Youngman, Rosenthal & Shaffer Wealth Management Group and is supported by the global resources of Merrill. The team of advisors at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The advisors have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. With over 145 years of combined experience, the team at Youngman, Rosenthal & Shaffer Group is committed to helping clients achieve their financial goals, whether it's planning for retirement, funding education, purchasing a home, or estate planning. The advisors take the time to ask questions and listen carefully to understand each client's unique financial situation and goals. Together, they design and implement a customized wealth management plan to help clients pursue their personal financial goals while managing investment risk.

Sharif Financial Services is a reputable accounting and finance institution located in Wilkes-Barre, Pennsylvania, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. From tax preparation and bookkeeping to financial planning and investment management, we are dedicated to helping our clients achieve their financial goals. Trust Sharif Financial Services for all your accounting and finance needs.

The Bank is a trusted financial institution located at 8 West Market Street in Wilkes-Barre, Pennsylvania. We offer a wide range of banking services to meet the needs of our customers, including checking and savings accounts, loans, mortgages, and investment options. Our friendly and knowledgeable staff are dedicated to providing personalized service and helping our customers achieve their financial goals. Visit us today to experience the convenience and reliability of banking with The Bank.

AAR Solutions LLC is a finance institution located at 176 Wilkes Barre Township Boulevard in Wilkes-Barre Township, Pennsylvania, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and tax preparation. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you with your financial needs.

Blu Multiservice is a finance and local government office located at 527 1/2 Scott Street in Wilkes-Barre Township, Pennsylvania, United States. Our institution offers a wide range of financial services to individuals and businesses in the area, including tax preparation, accounting, and financial planning. In addition, we work closely with local government agencies to provide assistance with various administrative tasks and services. Our dedicated team of professionals is committed to providing top-notch customer service and helping our clients achieve their financial goals. Visit Blu Multiservice today to see how we can assist you with your financial needs.

KAY MULTI-SERVICES LLC is a finance institution located at 632 North Main Street in Wilkes-Barre, Pennsylvania. We offer a wide range of financial services to individuals and businesses, including tax preparation, accounting, bookkeeping, and financial consulting. Our team of experienced professionals is dedicated to providing personalized and high-quality services to help our clients achieve their financial goals. Whether you need assistance with tax planning or financial management, KAY MULTI-SERVICES LLC is here to help. Contact us today to schedule a consultation.

Jennifer West - State Farm Insurance Agent is a trusted institution located at 1118 Pennsylvania 315 in Wilkes-Barre Township, Pennsylvania. Specializing in providing life, auto, home, business, and health insurance to Pennsylvania residents, Jennifer West and her team have over 22 years of combined experience in the insurance industry. After a personal experience with a car accident in 2010, Jennifer understands the importance of having the right insurance protection in place. At Jennifer West State Farm, customers can expect personalized and needs-based coverage to ensure they are prepared for any unexpected moments. Whether it's in person or through virtual appointments, the team is dedicated to providing comprehensive and honest insurance solutions. Additionally, the institution offers valuable tips on topics such as drunk driving prevention, playground safety, and proper handwashing techniques.

Doran Lisa M is a finance and law institution located at 69 Public Square in Wilkes-Barre, Pennsylvania, United States. Specializing in legal and financial services, Doran Lisa M provides expert advice and support to clients in need of legal representation and financial guidance. With a team of experienced lawyers and financial experts, they are dedicated to helping individuals and businesses navigate complex legal and financial matters with professionalism and integrity. Contact Doran Lisa M for all your legal and financial needs.

Sabatini Law Firm, LLC is a reputable finance and legal institution located at 67 Public Square in Wilkes-Barre, Pennsylvania, United States. Specializing in providing expert legal services in various areas of law, including finance, the firm is dedicated to helping clients navigate complex legal issues with confidence and expertise. With a team of experienced lawyers, Sabatini Law Firm, LLC is committed to providing personalized and effective legal solutions tailored to meet the unique needs of each client. Whether you are in need of legal advice for a financial matter or require representation in a legal dispute, Sabatini Law Firm, LLC is here to help.

Mint Mini Dental Implants, located at 360 Kidder Street, Wilkes-Barre Township, Pennsylvania, is a premier dental institution specializing in mini dental implants. These implants are the top solution for replacing missing teeth and securing uncomfortable dentures. Driven by a passion for providing unparalleled patient experiences, Mint Mini Dental Implants goes above and beyond to ensure your comfort and well-being are top priorities. Led by Dr. Coolican, a second-generation dentist with a deep commitment to staying on the cutting edge of implant dentistry, the team at Mint Mini Dental Implants delivers exceptional dental services in a warm and welcoming environment. Dr. Coolican's expertise in mini and one-piece dental implants is unmatched in Eastern Pennsylvania and surrounding states, having successfully placed nearly 10,000 implants since 2004.

Mariner Finance is a reputable financial institution located at 765 Kidder Street in Wilkes-Barre, Pennsylvania, United States. Specializing in personal loans and financial services, Mariner Finance is dedicated to helping individuals achieve their financial goals. With a team of experienced professionals, they offer personalized solutions to meet the unique needs of each customer. Whether you need assistance with debt consolidation, home improvement projects, or unexpected expenses, Mariner Finance is committed to providing reliable and efficient financial assistance. Visit their office today to learn more about their services and how they can help you achieve financial stability.

St. Nicholas FCU is a trusted financial institution located at 254 South Washington Street in Wilkes-Barre, Pennsylvania. As a credit union, we are dedicated to serving our members with personalized banking services and competitive financial products. From savings and checking accounts to loans and mortgages, we strive to help our members achieve their financial goals. Our friendly staff is committed to providing exceptional customer service and helping our members make the most of their money. Visit us today to experience the difference of banking with St. Nicholas FCU.

Cross Valley Federal Credit Union is a trusted financial institution located at 640 Baltimore Drive in Wilkes-Barre, Pennsylvania. As a member-owned cooperative, we are dedicated to providing personalized banking services and competitive financial products to our community. Our mission is to help our members achieve their financial goals and build a secure future. Join us today and experience the benefits of banking with a local credit union that puts your needs first.

CityMark Federal Credit Union is a trusted financial institution located at 225 South River Street in Wilkes-Barre, Pennsylvania. As a full-service credit union, we offer a range of financial services including ATM access and various finance options. Please note that we provide links to third party websites for your convenience, but we do not manage the content of those sites. Your privacy and security are important to us, so be aware that the policies of external websites may differ from those of CityMark Federal Credit Union. Click CONTINUE to proceed or click the "X" to stay on our site. Remember, APR rates are based on creditworthiness and loan term. Thank you for choosing CityMark Federal Credit Union for your financial needs.

Choice One Community Credit Union is a trusted financial institution located at 101 Hazle Street in Wilkes-Barre, Pennsylvania. We offer a range of banking services, including ATMs, loans, and savings accounts. With over 13,000 members and growing, we are proud to serve the communities of Luzerne, Lackawanna, and Wyoming Counties. Whether you live, work, worship, go to school, or own a business in these areas, you are eligible to join our credit union. Visit one of our five conveniently-located branches in Wilkes-Barre, Hazleton, Plains Township, Old Forge, and Kingston to experience the difference at Choice One. Our friendly staff is dedicated to providing personalized service and helping you achieve your financial goals. Contact us today to learn more about our products and services.