TOP 30 Best Financial planning services for individuals in Indiana, Pennsylvania

Upstreet Financial is a leading financial institution located at 922 Philadelphia Street in Indiana, Pennsylvania. Our dedicated team of experts provides a wide range of financial services to help our clients achieve their goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Upstreet Financial is here to help. With a commitment to excellence and personalized service, we strive to build long-lasting relationships with our clients and help them navigate the complex world of finance with confidence. Visit us today to learn more about how Upstreet Financial can help you reach your financial goals.

Ameritas Financial Services of Western PA is a reputable insurance and financial services organization located at 1730 Philadelphia Street, Indiana, Pennsylvania. With a history dating back to 1929, our experienced financial professionals offer a range of services including life insurance, annuities, retirement plans, investments, and banking services. We take the time to listen to your goals and provide customized recommendations to help you achieve financial security for yourself, your family, or your business. Our representatives are dedicated to helping clients in the Tri State area with their insurance and financial needs. Visit our website to watch informative videos and learn more about how Ameritas Financial Services can help you plan for a secure financial future.

Upstreet Financial - Frank C Kinter Jr is an insurance agency located at 922 Philadelphia Street in Indiana, Pennsylvania, United States. With a focus on providing top-notch insurance services to individuals and businesses, they offer a wide range of insurance products to meet the diverse needs of their clients. Whether you are looking for health, life, auto, or home insurance, their team of experienced professionals is dedicated to helping you find the right coverage at the best possible rates. Trust Upstreet Financial - Frank C Kinter Jr to protect what matters most to you.

Jackson Hewitt Tax Service is a finance institution located at 3100 Oakland Avenue in Indiana, Pennsylvania, United States. Although our tax advance loans have ended for this year, our knowledgeable Tax Pros are ready to assist you in maximizing your refund. Perfect for those with busy schedules, you can simply drop off your tax documents and a Tax Pro will handle the rest, including a quick review of your final return and convenient e-signing process. This location is conveniently situated within Walmart, allowing you to get your taxes done while you shop, with the guarantee of receiving your biggest refund. While Refund Advance loans are no longer available this year, we do offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. To ensure personalized service, we recommend booking an appointment online or by calling (724) 251-6282. Our Tax Pros at 3100 Oakland Avenue are fluent in English and are dedicated to ensuring that every dollar matters when it comes to your taxes. Trust Jackson Hewitt Tax Service for all your tax needs.

Premier Financial Associates is a leading finance institution located at 665 Philadelphia Street in Indiana, Pennsylvania, United States. Specializing in providing personalized financial solutions, Premier Financial Associates offers a wide range of services including wealth management, retirement planning, investment strategies, and more. With a team of experienced financial advisors, Premier Financial Associates is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to learn how we can help you secure your financial future.

Edward Jones - Financial Advisor: Geri L Defilippi is a reputable financial institution located at 2340 Warren Road in Indiana, Pennsylvania, United States. As a dedicated financial advisor, Geri L Defilippi provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Geri L Defilippi offers expert advice on investments, retirement planning, and wealth management. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Geri L Defilippi is committed to providing tailored solutions to meet your individual needs. Trust in the expertise and experience of Geri L Defilippi at Edward Jones for all your financial planning needs.

Robert William Thompson, a financial advisor at Ameriprise Financial Services, LLC, located at 800 Philadelphia Street in Indiana, Pennsylvania, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Robert provides investment and asset allocation recommendations tailored to each client's needs. Regular meetings and progress reviews ensure that strategies are adjusted as life changes. Clients have secure access to their accounts and investments from any device. Interested individuals can schedule a complimentary initial consultation to learn more about how Robert can help them secure a confident financial future. Please note that investment products are not insured by the FDIC, NCUA, or any federal agency and involve risks. Securities are offered by Ameriprise Financial Services, LLC, with Robert William Thompson conducting business only in states where properly registered. Privacy and security are a top priority for Ameriprise Financial Services, LLC, with a focus on protecting client information. Referrals are appreciated, and Robert looks forward to helping friends and family members achieve their financial goals.

Merrill Lynch Financial Advisor Luke Anderson is a finance institution located at 682 Philadelphia Street in Indiana, Pennsylvania, United States. The institution, part of the Mackey Weber Group, is dedicated to working closely with individuals, institutions, and families to simplify and improve their financial circumstances. With a focus on the client's specific goals, the team of financial advisors utilizes investment insights from Merrill Lynch and banking resources from Bank of America to address complex challenges. The team offers personalized financial strategies aligned with individual goals, including planning for education, retirement, healthcare costs, and wealth preservation. The experienced team, including Scott Weber, Donna Yvanek, and Luke Anderson, each with over 60 years of combined experience in the financial services industry, hold the CERTIFIED FINANCIAL PLANNER certification. They specialize in working with medical industry professionals, small business owners, and non-profit organizations, offering tailored financial solutions to meet unique needs and objectives. The team also structures and advises on 401k plans for companies of all sizes, providing comprehensive investment options and on-location education for employees.

Merrill Lynch Financial Advisor Scott G Weber, located at 682 Philadelphia Street in Indiana, Pennsylvania, is a finance institution dedicated to simplifying and improving the financial circumstances of individuals, institutions, and families. The Mackey Weber Group, headed in Indiana, works closely with clients to focus on their specific goals and develop personalized financial strategies. With insights from Merrill and resources from Bank of America, the team addresses complex challenges and helps clients prioritize personal goals such as education funding, retirement planning, healthcare costs, and wealth preservation. The team, consisting of experienced financial advisors with over 60 years of combined experience, is committed to putting clients at the center of the planning process. Whether you are a medical professional, business owner, or part of a non-profit organization, the Mackey Weber Group offers tailored financial solutions to meet your unique needs and challenges. From structuring 401k plans for businesses to managing investments for non-profit entities, the team provides comprehensive financial services to help clients achieve their goals.

Merrill Lynch Financial Advisor Donna M Yvanek is located at 682 Philadelphia Street, Indiana, Pennsylvania, United States. The institution, part of the Mackey Weber Group, is dedicated to simplifying and improving the financial circumstances of individuals, institutions, and families. With a focus on client-specific goals, the team of financial advisors utilizes investment insights from Merrill and banking resources from Bank of America to address complex challenges. The team, consisting of Scott Weber, Donna Yvanek, and Luke Anderson, collectively have over 60 years of experience in the financial services industry and are all CERTIFIED FINANCIAL PLANNER professionals. The Mackey Weber Group specializes in working with medical professionals, small businesses, and non-profit organizations, offering personalized financial strategies tailored to each client's unique needs. From structuring and advising on 401k plans to managing endowments and foundations, the team provides comprehensive solutions to help clients achieve their financial goals. Additionally, the institution offers discounted mortgages, home equity lines, and credit options to assist clients in managing their liabilities effectively.

Ameritas Financial Services Corporation is a finance institution located at 31 Universal Drive in Punxsutawney, Pennsylvania, United States. They also have additional offices in Pittsburgh, Indiana, Foster Plaza, and DuBois. Ameritas Financial Services of Western PA offers a range of insurance, financial, securities, and investment services. Their team of representatives are dedicated to providing expert advice and assistance to help clients achieve their financial goals. Contact them at the Punxsutawney office at 814-938-5080 or visit their website for more information. Please note that Ameritas Investment Company, LLC (AIC) and Ameritas Advisory Services (AAS) are separate entities from Ameritas Financial Services of Western PA.

Beancounters Accounting Services is a professional accounting and finance institution located at 1630 Philadelphia Street in Indiana, Pennsylvania, United States. Our team of experienced accountants and financial experts are dedicated to providing top-notch services to businesses and individuals in need of financial management solutions. Whether you need help with bookkeeping, tax preparation, or financial planning, Beancounters Accounting Services is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you with all of your accounting and finance needs.

Zachary Mortimer - State Farm Insurance Agent is an insurance agency located at 245 Butler Road, Kittanning, Pennsylvania, United States. Situated across the road from Auto Zone next to Blades Hair Salon and Kalamazoo HVAC, our team is committed to "Helping Your Life Go Right". Our new office space at 245 Butler Rd - Suite 4 in Kittanning offers a warm inviting atmosphere and exceptional service. We provide Car Insurance, Home Insurance, Life Insurance, Business Insurance, and more. Our team takes the time to listen to your specific needs and is dedicated to serving the Kittanning, Ford City, and greater Armstrong, Indiana, Westmoreland, and Butler county regions. With over 10 years of experience, Leigh is licensed in Car Insurance, Home Insurance, and Life Insurance. Evan, who joined our agency in 2019, specializes in Life Insurance and is here to help you with your insurance needs. For personalized service and to meet your insurance and financial services needs, give us a call or stop by our office. Remember, neither State Farm nor its agents provide tax or legal advice, so please consult a professional for personalized advice.

Tyler Wise - State Farm Insurance Agent is located at 1699 Fairville Road in Chadds Ford, Pennsylvania, United States. As an insurance agency, we are dedicated to helping individuals manage the risks of everyday life, recover from the unexpected, and achieve their dreams. Our mission is built on values of quality service, trust, integrity, and financial strength. Our agent, Tyler Wise, is a proud husband and father of three children. He is a graduate of Indiana University of PA and a long-time resident of Delaware and Chester Counties. Tyler is actively involved in the local community, volunteering in organizations such as Little League, Youth Football, and Youth Basketball. He is also an animal lover and enjoys spending time with his family and playing golf.

First Commonwealth Bank is a trusted financial institution located at 600 Philadelphia Street in Indiana, Pennsylvania. As a full-service bank, we offer a wide range of financial services including savings accounts, checking accounts, loans, mortgages, and investment options. Our ATM services provide convenient access to cash for our customers. In addition, we also offer insurance services to help protect our clients' financial well-being. With a commitment to providing exceptional customer service and personalized financial solutions, First Commonwealth Bank is dedicated to helping individuals and businesses achieve their financial goals.

Smith, Lewis, Chess & Company, LLP is a reputable accounting and finance institution located at 1776 Warren Road in Indiana, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit them today to see how they can help you achieve your financial goals.

H&R Block is a renowned accounting and finance institution located at 3100 Oakland Avenue in Indiana, Pennsylvania, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to providing top-notch financial solutions tailored to meet your specific needs. Visit us today and let us help you achieve your financial goals.

William G. Mechling Insurance Agency is a reputable insurance agency located at 1359 Philadelphia Street in Indiana, Pennsylvania. With a strong commitment to providing personalized and comprehensive insurance solutions, the agency offers a wide range of insurance products to meet the needs of individuals, families, and businesses. The experienced team at William G. Mechling Insurance Agency is dedicated to helping clients find the right coverage at competitive rates, ensuring peace of mind and financial security. Whether you're looking for auto, home, life, or business insurance, you can trust William G. Mechling Insurance Agency to deliver exceptional service and reliable protection.

Frick-Ketrow Insurance Agency, located at 56 South 6th Street in Indiana, Pennsylvania, has been serving the community since 1966. Specializing in auto, home, life, and business insurance, our independent agents are dedicated to finding the best policies at competitive prices. Our mission is to build lasting relationships with our customers, employees, and insurers while providing top-notch protection and security. We are proud to have been voted #1 in Blair County by the Altoona Mirror and recognized as the best insurance agency by the Indiana Gazette and Blairsville Dispatch. Trust Frick-Ketrow Insurance Agency for all your insurance needs.

H&R Block is a renowned accounting and finance institution located at 2454 Philadelphia Street in Indiana, Pennsylvania, United States. With a reputation for excellence in financial services, H&R Block offers expert tax preparation, accounting, and financial planning services to individuals and businesses. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and financial regulations, ensuring they receive accurate and reliable guidance for their financial needs. Visit H&R Block today for expert financial advice and personalized service.

Goosehead Insurance - Nicole Kenly is an insurance agency located at 689 Philadelphia Street in Indiana, Pennsylvania, United States. With a strong focus on providing personalized and tailored insurance solutions, Nicole Kenly and her team are dedicated to helping clients find the best coverage to suit their specific needs. Whether you are looking for auto, home, life, or business insurance, Goosehead Insurance - Nicole Kenly is committed to delivering exceptional service and support to ensure you are well protected. Contact them today to discuss your insurance needs and receive a customized quote.

White Oak Wealth Partners, located at 100 State Street in Erie, Pennsylvania, specializes in creating financial plans and sophisticated tax strategies for business owners, executives, and affluent families. If you're unsure about when you can retire and what lifestyle you'll be able to support, their team of independent advisors can help. They will assess your resources for retirement, determine how much you'll need, when you can retire, and what rate of return you should aim for on your investable assets. Their tax-focused approach aims to minimize asset erosion due to taxation. Please note that specific individualized tax advice is not provided, and it is recommended to discuss your specific tax issues with a qualified tax advisor. White Oak Wealth Partners' transparent fee structure aligns their compensation with your long-term goals, allowing them to create highly sophisticated strategies while delivering exceptional service.

GCES is a leading finance institution located at 1780 Philadelphia Street in Indiana, Pennsylvania, United States. Our institution is dedicated to providing top-notch financial services to individuals and businesses in the area. With a team of experienced professionals, we offer a wide range of financial solutions to help our clients achieve their goals. Whether you need assistance with investments, loans, or financial planning, GCES is here to help. Visit us today to learn more about how we can help you secure your financial future.

Swinehart Accounting & Income is a reputable accounting and finance institution located at 460 North 9th Street in Indiana, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Their commitment to accuracy and efficiency sets them apart, making them a trusted choice for individuals and businesses alike. Whether you need help with your personal finances or business accounting needs, Swinehart Accounting & Income is dedicated to helping you achieve your financial goals.

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:

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Harold Shepley & Associates, LLC: Your Trusted Debt Relief and Bankruptcy Lawyers in Pennsylvania Located at One Gateway Center, 420 Fort Duquesne Blvd., Suite 1850, Pittsburgh, PA 15222, Harold Shepley & Associates, LLC is a full-service debt relief law firm dedicated to helping individuals and families throughout Pennsylvania manage and eliminate their debt. Our team of experienced bankruptcy lawyers understands the stress and anxiety that overwhelming debt can cause, and we are committed to providing personalized solutions to meet your unique financial needs.

Helwig Insurance Agency is a trusted health insurance agency located at 674 Philadelphia Street in Indiana, Pennsylvania, United States. With a commitment to providing personalized and comprehensive insurance solutions, our experienced team is dedicated to helping individuals and families navigate the complexities of the healthcare system. Whether you are looking for coverage for yourself or your loved ones, Helwig Insurance Agency is here to provide expert guidance and support every step of the way. Contact us today to learn more about our services and how we can help protect your health and financial well-being.

Willis & Associates is a finance and lawyer institution located at Crossroads, Cranberry Township, Pennsylvania, United States. With satellite offices in Greensburg, Indiana, Johnstown, and Natrona Heights, our team of experienced bankruptcy attorneys are dedicated to helping clients regain control of their finances. We offer free consultations to discuss your options and prioritize your best interests throughout the process. Our clients have given us 5-star ratings for our commitment to service and excellence. Bankruptcy can provide relief from financial pressures and protection from creditor harassment, allowing you to start fresh on the road to financial recovery. Contact us at 1-855-733-9455 to schedule a consultation at our Pittsburgh or Cranberry Township office.

Johnston & Associates is a reputable accounting and finance institution located at 2851 West Pike Road in Indiana, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, auditing, bookkeeping, or financial planning, Johnston & Associates is dedicated to providing top-notch services tailored to meet your specific needs. Trustworthy and reliable, they are committed to helping you achieve your financial goals.