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TOP 30 Financial planning services in North East, PA
18 results found
A convenient service for searching for businesses, places and services
Neighborhood Legal Services
Neighborhood Legal Services, located at 125 East North Street in New Castle, Pennsylvania, is a civil legal aid institution that works to promote fairness in the justice system for individuals regardless of their financial status. Serving Allegheny, Beaver, Butler, and Lawrence Counties, NLS provides high-quality legal services and community education to those who are low-income and vulnerable. Since its founding in 1966, NLS has assisted over 1.2 million individuals in need of legal assistance. While the institution strives to provide full representation to all applicants, funding limitations and eligibility criteria apply. NLS relies on financial support from the community to bridge the justice gap and help those in crisis. Volunteers, including attorneys, law students, and paralegals, are welcome to assist in providing equal access to justice. NLS offers various programs to address issues such as health advocacy for children, support for women in economic distress, assistance for individuals with disabilities, homelessness prevention, victim support, veteran services, and elder care planning. Testimonials from clients highlight the impact of NLS in resolving legal issues and improving lives.
Thrivent Financial-Lutherans
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.
North Star Strategic Wealth Partners
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.
Rocco Stigliano: Primerica - Financial Services
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.
Edward Jones - Financial Advisor: Eli Nelson
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™
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.
Small Business Services
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
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.
Dinnin & Parkins - North Hills
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.
Derek Marinaro: Primerica - Financial Services
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
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.
Widget Financial
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.
Matt Cashdollar - State Farm Insurance Agent
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.
Farmers Insurance - Thomas Mathews
Farmers Insurance - Thomas Mathews is an insurance agency located at 10107B Verree Road in Philadelphia, Pennsylvania. With 20 years of residency in Pennsylvania, Thomas Mathews is proud to serve the local community as a Farmers® agent. The agency focuses on providing outstanding customer service and ensuring that each client is well-informed about their coverage options. Located near the George Washington School in North East Philadelphia, Thomas Mathews' agency offers personalized and straightforward assistance in selecting the most comprehensive and cost-effective insurance solutions. With 7 years of experience in the insurance industry, Thomas Mathews has the knowledge and expertise to help clients understand and choose the best coverage options for auto, home, life, commercial, and more. Contact Thomas Mathews today for any insurance-related questions or to get a quote. The agency offers a range of insurance products including car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, and recreational insurance. Additionally, Thomas Mathews can help clients with financial planning and offer personal umbrella insurance for added protection. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, Mid-Century Insurance Company, and other affiliated insurers provide coverage underwritten by the agency. For more information or to schedule an appointment, contact Thomas Mathews at Farmers Insurance - Thomas Mathews.
Erie Bargains LLC
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.
Gorzynski Uglow & Farrell
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
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.
Pat Antonio Ea
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.
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