TOP 30 Financial protection services in Yardley, Pennsylvania

45 results found

Yardley Insurance Services, Inc. is a reputable health insurance agency located at 1707 Langhorne Newtown Road in Langhorne, Pennsylvania. With a dedicated team of professionals, they provide personalized insurance solutions to meet the unique needs of their clients. Whether you are looking for individual or group health insurance coverage, Yardley Insurance Services, Inc. has the expertise and resources to help you find the right plan. Trustworthy and reliable, they strive to ensure that you and your loved ones are protected and have access to quality healthcare. Contact them today to learn more about their services and how they can assist you in securing the right insurance coverage.

Yardley Wealth Management, LLC is a reputable financial institution located at 37 South Main Street in Yardley, Pennsylvania, United States. Specializing in financial planning and wealth management, the firm offers personalized services to help clients achieve their financial goals. With a team of experienced professionals, including lawyers, Yardley Wealth Management, LLC provides expert advice and guidance to ensure clients make informed decisions about their finances. Whether you are looking to invest, plan for retirement, or protect your assets, Yardley Wealth Management, LLC is dedicated to helping you secure a successful financial future.

Turning Point Financial - Northwestern Mutual is a reputable finance institution located at 19 South Main Street in Yardley, Pennsylvania, United States. With a focus on helping clients achieve their financial goals and secure their futures, Turning Point Financial offers a wide range of financial services such as investment planning, retirement planning, wealth management, and insurance solutions. Their team of experienced financial advisors is dedicated to providing personalized guidance and support to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Turning Point Financial - Northwestern Mutual is committed to helping you reach your turning point towards financial success.

Merrill Lynch Financial Advisor Bernard L Hirsh is a reputable financial institution located at 1040 Stony Hill Road in Yardley, Pennsylvania. As a finance institution, they provide expert financial advice and services to help clients manage their wealth and investments effectively. With a focus on personalized financial planning, Merrill Lynch Financial Advisor Bernard L Hirsh aims to help clients achieve their financial goals and secure their financial future. Their experienced team of financial advisors are dedicated to providing top-notch service and guidance to clients, ensuring they make informed decisions when it comes to their finances.

Edward Jones - Financial Advisor: Jeff Revak is a trusted financial institution located at 1790 Yardley Langhorne Road in Yardley, Pennsylvania. Specializing in providing personalized financial planning and investment services, Jeff Revak and his team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jeff Revak offers a comprehensive range of financial solutions tailored to meet the individual needs of each client. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Jeff Revak and his team are committed to guiding you every step of the way. Visit their office today to start planning for a secure financial future.

Rakesh Mohindroo - Prudential Financial is a finance and insurance agency located at 30 South Main Street in Yardley, Pennsylvania, United States. With a strong focus on providing top-notch financial services and insurance solutions, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, we are here to provide personalized solutions tailored to your specific needs. Trust Rakesh Mohindroo - Prudential Financial to help you secure a stable financial future.

S Scaccetti - Prudential Financial is a trusted finance and insurance agency located at 91 South Main Street in Yardley, Pennsylvania. With a focus on providing top-notch financial services and insurance solutions, our team is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment advice, or insurance coverage, our experienced professionals are here to assist you every step of the way. Visit us today to learn more about how we can help secure your financial future.

Merrill Lynch Financial Advisor Nick A Maciolek is a finance institution located at 1040 Stony Hill Road, Yardley, Pennsylvania, United States. As part of the SM Group, they offer a goals-based wealth management approach that prioritizes the client's personal goals. With access to global investing resources from Merrill and banking services from Bank of America, they assist clients in planning for education, retirement, healthcare costs, and wealth preservation. The institution believes in developing a financial strategy aligned with the client's goals, focusing on managing, growing, and preserving wealth for the long term. The team at Merrill Lynch Financial Advisor Nick A Maciolek is dedicated to building strong client relationships based on trust and personalized service. Recognized by Forbes for their exemplary client service, they offer the Merrill Personal Wealth Analysis™ to help clients create a personalized plan centered on their goals. By staying informed about changes in the client's life and financial markets, they aim to help clients achieve what's most important to them. With a focus on understanding the client's priorities and personality, they offer a customized investment approach to address their needs and pursue their goals. Whether it's planning for retirement, education, or passing wealth to future generations, Merrill Lynch Financial Advisor Nick A Maciolek is committed to helping clients achieve their financial aspirations.

Merrill Lynch Financial Advisor Garren Y Nowicki, located at 1040 Stony Hill Road, Yardley, Pennsylvania, United States, is a finance institution that prides itself on providing exemplary client service. The team, supported by the global resources of Merrill, is made up of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Recognized by Forbes for their wealth management teams and advisors, they work closely with clients to help identify and define financial goals, creating personalized plans that reflect individual investment styles and life plans. By understanding clients' goals, values, risk tolerance, and liquidity needs, the team develops comprehensive financial strategies to help clients pursue their goals at every stage of life. With tools like the Investment Personality Assessment and Merrill Personal Wealth Analysis™, they tailor financial approaches to reflect changes in clients' lives and goals. Through one-on-one discovery meetings and ongoing reviews, they help clients make informed decisions and stay on track to achieve their financial objectives. The team's mission is to understand clients' needs and priorities, offering solutions to help turn goals into reality and providing access to comprehensive financial solutions through Bank of America. With a focus on personalized investment strategies and dedicated one-on-one relationships, Merrill Lynch Financial Advisor Garren Y Nowicki is committed to helping clients live their best financial lives.

John Hancock Financial Network, located at 777 Township Line Road in Yardley, Pennsylvania, is an insurance agency that offers financial advisory services with a personal touch. With a history spanning over 160 years, the institution is known for its honesty, reliability, and commitment to customers. By combining longstanding experience with cutting-edge innovation, John Hancock Financial Network is transforming the industry and helping partners build their life insurance businesses. One of the institution's unique offerings is access to GRAIL's Galleri test for eligible John Hancock Vitality members, allowing for multi-cancer early detection with a single blood test. Financial Advisors at John Hancock Financial Network can help individuals navigate the complexities of managing day-to-day financial demands while preparing for the future. Whether planning for retirement or developing a personalized financial plan, the institution aims to support clients in achieving their goals.

Welcome to Joseph Toth - Financial Professional with Alliance Group & Aflac Insurance, your trusted partner in providing comprehensive insurance solutions in Langhorne, Pennsylvania. Located at 13 Summit Square Shopping Center, we are dedicated to helping you add an extra layer of protection against life’s uncertainties. Our extensive range of insurance policies ensures you can feel confident about your coverage, no matter what life throws your way. At Joseph Toth Insurance Agency, we understand that accidents and health challenges can happen unexpectedly. That's why we offer Aflac's unique benefits, which provide cash payouts for covered accidents, helping to ease the financial burden during difficult times. Whether it's a positive diagnosis or a serious health event, Aflac allows you to focus on recovery rather than your finances.

America Insurance Agency is located at 16 South State Street in Newtown, Pennsylvania, and serves clients in Philadelphia, Pittsburgh, Bucks County, Montgomery County, and Lancaster County. As one of the largest independent insurance agencies in the area, we specialize in creating innovative solutions to help clients manage even the toughest risk management challenges. Our team of experts understands the importance of your financial security and quality of life, which is why we provide personalized attention and expert advice to help you make smart decisions when it comes to insurance. As a Trusted Choice Independent Agent, we are dedicated to finding the best insurance options for our clients.

Christian Dale: Allstate Insurance is an insurance agency located at 405 Floral Vale Boulevard in Yardley, Pennsylvania. With a commitment to providing top-notch insurance solutions to individuals and families, this institution offers a range of policies to meet various needs, including auto, home, life, and more. Their team of experienced agents is dedicated to helping clients find the right coverage at the right price, ensuring peace of mind and financial security. Whether you're looking to protect your assets or safeguard your loved ones' future, Christian Dale: Allstate Insurance is here to help.

Gannon Insurance Agency Inc. is a well-established insurance agency located at 3331 Street Road, Bensalem, Pennsylvania. Since 2000, we have been providing quality coverage, superior value, and personal service to over 4,000 residential and business customers in Pennsylvania and New Jersey. Our dedication to customer service has earned us the title of Best Insurance Agency from Bucks Happening for several consecutive years. At Gannon Insurance Agency, we prioritize treating our clients with respect and providing them with the best insurance options available. We offer Erie Insurance coverage at competitive rates and strive to exceed the high expectations of our clients. Our team works together to ensure that each client's needs are met with the most suitable insurance provider.

Michael Goetz: Allstate Insurance is a trusted insurance agency located at 90 West Afton Avenue in Yardley, Pennsylvania. With a commitment to providing top-notch insurance products and exceptional customer service, Michael Goetz and his team strive to protect their clients' assets and provide peace of mind. Whether you are looking for auto, home, life, or business insurance, they have the expertise and resources to tailor a policy to meet your specific needs. Contact Michael Goetz: Allstate Insurance today to discuss your insurance options and start protecting what matters most to you.

Karen Junod - State Farm Insurance Agent is a trusted insurance agency located at 6456 Lower York Road in New Hope, Pennsylvania. Established in February 1990, Karen Junod opened the agency after being introduced to the opportunity by a relative. With a background in Marketing and a degree from Villanova University, Karen has been serving the New Hope/Solebury area for over three decades. The agency aims to be the "Good Neighbor" that State Farm is known for, providing a welcoming and caring environment for all clients. Specializing in car insurance, home insurance, business, and life insurance, Karen Junod's team is dedicated to protecting individuals and families in Pennsylvania and New Jersey. Whether you are in Doylestown, Buckingham, Newtown, Yardley, Langhorne, Lambertville, Flemington, or the Princeton area, the agency is committed to providing personalized insurance plans to meet your needs. With a focus on professionalism and outstanding customer service, the team at Karen Junod State Farm Insurance Agency is ready to assist you in finding the right coverage.

Nottingham Insurance, located at 169 North Main Street in Yardley, Pennsylvania, has been providing quality insurance solutions since 1917. With over 100 years of experience, we are dedicated to serving the tri-state area with exceptional service and community involvement. As a family-owned and operated business, we prioritize the well-being of our clients and strive to ensure they feel secure and cared for during life's uncertainties. Our agency offers a range of personal insurance, business insurance, and employee benefits options to help you protect what matters most. Whether you need coverage for your business, home, or employees, Nottingham Insurance has tailored solutions to meet your needs. We are licensed in multiple states and offer insurance by industry to provide comprehensive protection for your business.

Joe DeZutel - State Farm Insurance Agent is an insurance agency located at 301 Oxford Valley Road in Yardley, Pennsylvania, United States. Joe DeZutel, a Yardley resident for nearly 20 years, is dedicated to helping the community protect what they love the most. Recently awarded the 2023 Insurance Agent Award for Yardley, Joe DeZutel and his team offer valuable tips on topics such as drunk driving, driving in fog, and understanding Medicare coverage. With a focus on being a good neighbor and giving back to the community, the agency has been serving customers for almost 100 years. State Farm is committed to building safer and better-educated communities, and the agency works alongside nonprofits and community groups to make a positive impact. For assistance with insurance questions, including life insurance and annuities, customers can contact the agency at (215) 458-7990. Please note that State Farm is not responsible for the content of third-party websites, and customers should consult a tax or legal advisor for personalized advice.

Michael Daka - State Farm Insurance Agent is a trusted insurance agency located at 4 Terry Drive in Newtown, Pennsylvania, serving the communities of Langhorne, Yardley, and Morrisville. With licenses to handle insurance needs in both Pennsylvania and New Jersey, our office offers a wide range of insurance services including Auto Insurance, Homeowners Insurance, Business Insurance, Renters Insurance, Life Insurance, and Pet Insurance. Born in Albania, Michael Daka is fluent in English, Albanian, and Greek, and is a graduate of Temple Fox School of Business. Committed to helping people and making a positive impact in the community, Michael takes pride in providing exceptional service to the residents of Bucks County and beyond. As a family man and business owner, he understands the importance of preparing for the unexpected and works diligently to safeguard what matters most to his clients.

Amanda Chen - State Farm Insurance Agent is a trusted insurance agency located at 85 Makefield Road in Yardley, Pennsylvania. With a commitment to providing personalized insurance solutions, Amanda Chen and her team strive to protect their clients' assets and loved ones. Whether you are looking for auto, home, life, or business insurance, you can rely on Amanda Chen - State Farm Insurance Agent for quality coverage and exceptional customer service. Contact them today to discuss your insurance needs and receive a personalized quote.

Worthington Insurance is a reputable insurance agency located at 34 East Afton Avenue in Yardley, Pennsylvania. Our team of experienced professionals is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you navigate the complex world of insurance and find the coverage that best fits your lifestyle and budget. Trust Worthington Insurance to protect what matters most to you.

Tom McLaughlin - State Farm Insurance Agent is located at 504 Bath Road in Bristol, Pennsylvania, United States. As an insurance agency, they offer a range of services including homeowners and renters insurance, auto insurance, life insurance, small business insurance, and financial services such as banking. The team at Tom McLaughlin's agency is dedicated to helping residents of Bristol and surrounding communities like Yardley, Levittown, Fairless Hills, and Bensalem manage risks, plan for the future, and protect what matters most. With a background in education and extensive experience in the insurance business, Tom McLaughlin and his team are committed to providing personalized coverage plans that fit each individual's needs perfectly. They also specialize in helping new residents to eastern Pennsylvania comfortably transition and transfer their policies. The agency is known for their exceptional customer service and commitment to building lasting relationships with their clients. Whether you are looking for home, renters, auto, life, or business insurance, Tom McLaughlin - State Farm Insurance Agent is ready to help you make informed decisions about your finances. Contact them for a free quote and let them assist you in planning for your future.

Dale Insurance Agency is a trusted insurance agency located at 405 Floral Vale Boulevard in Yardley, Pennsylvania. We offer a wide range of insurance products and services to meet the needs of individuals and businesses in the local community. Our team of experienced agents is dedicated to providing personalized and knowledgeable assistance to help our clients protect what matters most to them. Whether you are looking for auto, home, life, or business insurance, Dale Insurance Agency is here to help you find the right coverage at the right price. Visit us today to learn more about how we can help you with all of your insurance needs.

Farmers Insurance - James Saracino is an insurance agency located at 170 South Main Street in Yardley, Pennsylvania, United States. With over 35 years of experience, James Saracino is your local Farmers agent who is dedicated to helping you find the perfect insurance plan to protect your assets. Whether you need auto, home, life, renters, or business insurance, James will work with you to understand your coverage options and provide you with peace of mind. When it comes to car insurance, Farmers can help you select the right coverage for your needs and budget. With competitive rates and insurance discounts, you can trust Farmers to keep you protected on the road.

The Wick Group - Morgan Stanley is a leading finance institution located at 777 Township Line Road in Yardley, Pennsylvania, United States. With a strong reputation for excellence and expertise in financial services, The Wick Group offers a wide range of investment and wealth management solutions to individual and institutional clients. Their team of experienced professionals is dedicated to providing personalized and innovative financial strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Wick Group - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Ventura Wealth Management, located at 820 Township Line Road in Yardley, Pennsylvania, is a finance and insurance agency dedicated to helping individuals, families, businesses, corporations, and nonprofit organizations achieve their financial goals. With a focus on worry-free retirement and superior asset growth and protection, VWM works closely with clients to tailor portfolios based on their specific objectives. With a team of experienced professionals, VWM has established itself as one of the most powerful boutique firms in the Philadelphia region. Service is at the core of their operations, with a commitment to ensuring that work is done right the first time and maintaining open communication with clients. This dedication has resulted in a remarkable 99% client retention rate.

Sargent Wealth Management of Janney Montgomery Scott is a prestigious financial institution located at 1010 Stony Hill Road in Yardley, Pennsylvania. With a focus on providing expert financial planning and investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we offer personalized solutions tailored to meet your individual needs. Trust Sargent Wealth Management to provide you with the guidance and support you need to secure a prosperous financial future.

David G Meschel CPA, CFP is a finance institution located at 933 Pickering Drive in Yardley, Pennsylvania, United States. With over 20 years of professional financial experience, David Meschel's mission is to provide financial confidence to his clients by educating and assisting them in wealth accumulation, protection, and distribution. Specializing in investment advisory services, retirement planning, and legacy planning, David offers comprehensive solutions for individuals, families, and businesses as an independent Financial Advisor. As a graduate of Miami University with a Bachelor of Science in Accountancy, David is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNERTM professional. Outside of his professional work, David is actively involved in his community, serving on the Board of Directors for Financial Executives International and volunteering for Big Brothers Big Sisters of Bucks County. To learn more about David Meschel's services, you can visit his website where you can find interesting calculators and videos to watch.

Trilogy Partners is a leading financial consulting firm located at 301 Oxford Valley Road in Yardley, Pennsylvania. With a team of experienced professionals, Trilogy Partners offers a wide range of services including financial planning, investment management, and retirement planning. They are dedicated to helping their clients achieve their financial goals and secure their financial future. Whether you are looking to build wealth, plan for retirement, or protect your assets, Trilogy Partners is committed to providing personalized solutions tailored to your individual needs. Contact them today to schedule a consultation and take the first step towards financial security.

Edelman Wealth Management Group is a leading finance institution located at 1790 Langhorne Yardley Road in Yardley, Pennsylvania, United States. With a team of experienced financial advisors, Edelman Wealth Management Group offers comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, the professionals at Edelman Wealth Management Group are dedicated to providing personalized financial solutions tailored to your individual needs. Trust in Edelman Wealth Management Group to guide you towards a secure financial future.