TOP 30 Best Financial representatives in Pennsylvania

Brian Villanueva, Bankers Life Agent and Bankers Life Securities Financial Representative, located at 1150 1st Avenue in King of Prussia, Pennsylvania, offers a wide range of insurance options through Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Brian Villanueva, a Financial Advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., is dedicated to helping clients find the right coverage for their Medicare needs. With Medicare Advantage plans, clients can receive all-in-one coverage that includes prescription drug benefits and an annual maximum out-of-pocket limit. In addition to Medicare options, the institution also provides long-term care planning services to help clients prepare for the future. Contact Brian Villanueva today to start planning your next steps towards financial security and peace of mind.

Sally Hoffman, Bankers Life Agent and Bankers Life Securities Financial Representative is located at 1150 1st Avenue in King of Prussia, Pennsylvania. As a financial advisor, Sally Hoffman offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Recognized as a Top Women Financial Advisor in 2024, Sally is dedicated to helping clients navigate their Medicare options, including Medicare Advantage (Part C). In addition to insurance products, Sally also assists clients in planning for long-term care needs, emphasizing the importance of being prepared and having discussions with loved ones. If you are ready to start planning your financial future, visit Sally Hoffman in King of Prussia today.

Myrda Scott: Primerica - Financial Services is an insurance agency located at 175 Strafford Avenue in Wayne, Pennsylvania. With a focus on providing financial services, they offer a range of insurance products to help individuals and families protect their assets and plan for the future. Whether you're looking for life insurance, retirement planning, or investment advice, the experienced team at Myrda Scott: Primerica - Financial Services is dedicated to helping you achieve your financial goals. Contact them today to learn more about their services and how they can assist you in securing your financial future.

Karin Prince is a dedicated Bankers Life Agent and Bankers Life Securities Financial Representative located in King of Prussia, Pennsylvania. As an insurance agency, Karin Prince offers a wide range of services to help individuals and families protect their financial future. Whether you are looking for life insurance, retirement planning, or investment advice, Karin Prince is committed to providing personalized solutions tailored to your specific needs. With years of experience and a strong reputation for excellent customer service, Karin Prince is a trusted partner in helping clients achieve their financial goals. Contact them today to learn more about how they can assist you in securing your financial future.

Nan Hong - Prudential Financial is a finance and insurance agency located at 1135 West Cheltenham Avenue in Melrose Park, Pennsylvania, United States. Our institution offers a wide range of financial services and insurance products to help individuals and businesses achieve their financial goals and protect their assets. With a team of experienced professionals, we are committed to providing personalized solutions and exceptional customer service to our clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, Nan Hong - Prudential Financial is here to help you secure your financial future.

Allstate Personal Financial Representative: Cynthia A Walker is a trusted finance and insurance agency located at 6321 Library Road, South Park Township, Pennsylvania 15129, United States. Specializing in a wide range of financial services, Cynthia A Walker is dedicated to helping clients achieve their financial goals and secure their future. Whether you're looking for personalized insurance plans, retirement strategies, or investment advice, Cynthia offers expert guidance tailored to meet your individual needs. With a commitment to excellent customer service and a wealth of industry knowledge, Allstate Personal Financial Representative: Cynthia A Walker is your go-to resource for comprehensive financial planning and insurance solutions in South Park Township and the surrounding areas.

Welcome to Anthony Lipera, West Penn Financial Service Center, Inc. With over 20 years of experience in the finance industry, Anthony Lipera is a seasoned loan officer dedicated to guiding you through every step of your financial journey, whether you're refinancing your current home or purchasing your first one.Our Services:At West Penn Financial, we specialize in making the loan process simple and efficient. We offer online prequalification to help you make confident offers, knowing your loan stands a strong chance of acceptance. Utilizing our extensive network of lenders, we shop for the best rates and loan programs tailored to fit your specific needs. Our team is committed to ensuring your loan gets funded fast, making the entire process a breeze.Personalized Approach:We pride ourselves on treating each customer as an individual. Unlike traditional banking institutions that rely on rigid loan profiles, we use common sense to help you secure the best loan possible. Representing a wide range of "A" rated lenders to private "hardship" lenders, we cater to diverse financial needs.Loan Programs:We work with over 100 investors to provide the best rates on various loan programs, including:- 30-year, 20-year, 15-year, and 10-year mortgages - 1-year, 3-year, and 5-year ARMs (Adjustable Rate Mortgages) - Conventional and Jumbo loans

Huntington Private Financial Group is dedicated to providing comprehensive financial solutions and personalized wealth management services. Our mission is to help you protect and grow your personal wealth, investments, and business interests through expert insights and guidance. Our team of economic professionals keeps you informed about the latest financial news and market trends to ensure you are always up to speed.Services:- Personal Wealth Management: Our Private Bank advisors work closely with you to develop a customized financial plan that aligns with your priorities and goals. We believe that wealth management is personal, and we are committed to helping you move forward with confidence.- Banking Services: We offer a wide array of banking services designed to complement your wealth management strategy. As a Private Bank customer, you have access to digital tools available in The Private Bank Hub, enabling you to manage your money effortlessly.- Investment and Trust Services: Our Wealth and Investment Management professionals provide trust and estate administration and portfolio management services. Licensed investment representatives from The Huntington Investment Company offer securities and investment advisory services to meet your financial needs.- Insurance Products: Certain insurance products are available through Huntington Insurance, Inc., a subsidiary of Huntington Bancshares Incorporated, and are underwritten by third-party carriers.- Community Commitment: Huntington's culture is rooted in a shared desire to serve others. We have made over 600 donations to community programs, totaling more than $10 million, to help our communities thrive.Regulatory Information:- FINRA BrokerCheck: Learn more about The Huntington Investment Company and our investment professionals at FINRA BrokerCheck. - Huntington Private Bank® and Huntington Financial Advisors®: These are service marks under which The Huntington Investment Company and The Huntington National Bank provide wealth and financial services. - Investment, Insurance, and Non-deposit Trust Products: These products are not deposits, not FDIC insured, not guaranteed by the bank, not insured by any federal government agency, and may lose value.Customer Feedback:We value your opinion and are always looking to improve our services. After your visit, we would appreciate your quick feedback. It will only take a minute of your time.For more information, visit us at our location on Smithfield Street or online at huntington.com. Your financial future is our priority, and we look forward to serving you.

Beaconsfield Financial Services, Inc. is a comprehensive brokerage firm dedicated to providing personalized financial solutions. Located in Canonsburg, PA, Beaconsfield specializes in a wide range of financial services designed to meet the diverse needs of their clients. As a proud member of both FINRA and SIPC, Beaconsfield is committed to maintaining the highest standards of financial integrity and client care.Services Offered:- Retirement Accounts: Secure your future with tailored retirement planning solutions. - IRAs and 401Ks: Optimize your retirement savings with expert guidance on IRAs and 401Ks. - 529 Plans: Plan for your child's education with tax-advantaged savings plans. - Financial Services: Comprehensive financial planning to meet your unique goals.

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.

Welcome to Valerie Jean Tenaglia: Primerica - Financial Services, your trusted partner in financial planning and insurance solutions located in the heart of Fairless Hills, Pennsylvania. Situated at 441 South Oxford Valley Road, our agency is committed to helping individuals and families achieve their financial goals with confidence and clarity. As a dedicated representative of Primerica, Valerie Jean Tenaglia brings a wealth of knowledge and experience to the table, offering personalized financial strategies tailored to meet your unique needs. Whether you're looking to secure your future with comprehensive insurance coverage, plan for retirement, or manage your investments, we provide a wide range of services designed to empower you with financial security and peace of mind.

Welcome to Woodwee Financial Services Located at 6549 Roosevelt Boulevard in the heart of Philadelphia, Pennsylvania, Woodwee Financial Services is your trusted partner for comprehensive financial solutions. We are dedicated to serving our clients with unparalleled expertise and commitment, ensuring that their financial needs are met with precision and care.

Allstate Personal Financial Representative, Gary Grivner, is a trusted finance and insurance agency located at Pennsylvania 940 in Pocono Summit, Pennsylvania, United States. With a commitment to providing personalized financial solutions, Gary Grivner offers a wide range of insurance products and services to meet the unique needs of individuals and families. Whether you are looking for auto, home, life, or retirement planning, Gary Grivner is dedicated to helping you achieve your financial goals and secure your future. Contact Allstate Personal Financial Representative, Gary Grivner, today for expert advice and exceptional customer service.

Ronald Cox - Prudential Financial is a distinguished finance and insurance agency located at 3901 Washington Rd, Canonsburg, PA 15317, United States. As a dedicated representative of Prudential Financial, Ronald Cox offers a comprehensive range of financial services and insurance solutions tailored to meet the unique needs of individuals, families, and businesses in the community. With a commitment to providing personalized advice and exceptional customer service, this agency specializes in helping clients achieve their financial goals through strategic planning, investment management, retirement planning, and risk management. Whether you are looking to secure your financial future, protect your assets, or plan for retirement, Ronald Cox - Prudential Financial is your trusted partner in navigating the complexities of financial planning and insurance.

Vance Neal Financial Services, located at 202 North Main Street in Zelienople, Pennsylvania, is a finance institution dedicated to helping individuals understand and achieve their financial goals. Vance Neal created this website to provide valuable information on insurance, investing, retirement planning, estate planning, and wealth preservation. The institution offers educational resources, market performance data, and access to skilled professionals to assist with financial planning. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. The Registered Representatives associated with this site are licensed to conduct securities business in multiple states. Visit the website to learn more about Vance Neal Financial Services and start working towards your financial goals today.

Ilgenfritz Financial Group - Shrewsbury Office is a finance institution located at 215 North Main Street, Shrewsbury, Pennsylvania, United States. Every Sunday, they have radio broadcasts on various stations such as 580AM WHP, WSBA, WHTM-ABC, and WGAL-NBC. They offer personalized retirement planning services to help clients reach their financial goals. Eric Faidley, a representative of the institution, provides investment advisory products through AE Wealth Management, LLC. Insurance products are also offered through Ilgenfritz Financial Group. The institution emphasizes the importance of understanding individual financial needs and goals to create a custom strategy for retirement planning. They do not offer tax or legal advice but encourage individuals to consult with qualified professionals before making financial decisions. With a focus on fixed insurance products, they aim to provide protection benefits and steady income streams for clients. Annuities offered by the institution are backed by the financial strength of the issuing insurance company. Overall, Ilgenfritz Financial Group is dedicated to helping individuals secure their financial future through personalized financial planning services.

Gregory J. Jacobs - Voya Financial Advisors is a finance institution located at 634 Alpha Drive in Pittsburgh, Pennsylvania, United States. As an investment adviser representative and registered representative of Voya Financial Advisors, Inc., they offer securities and investment advisory services to clients. They are licensed and registered in various states to sell insurance products and securities, ensuring compliance with federal and state regulations. Clients can trust the expertise and professionalism of the registered representative(s) and investment adviser representative(s) at this institution. Visit their website to learn more and check the background of their investment professionals.

The Philadelphia Eagles Pro Shop is a premier clothing store located at 1 Lincoln Financial Field Way in Philadelphia, Pennsylvania. As the official retail store of the Philadelphia Eagles, fans can find a wide selection of authentic team apparel, accessories, and merchandise. Whether you're looking for jerseys, hats, or collectibles, this store has everything you need to show your support for the Eagles. With a prime location at the stadium, fans can shop for gear before or after games to represent their favorite NFL team in style.

Advisory Services Financial, located at 2137 Embassy Drive in Lancaster, Pennsylvania, is a comprehensive financial services firm dedicated to helping clients achieve long-term financial success. Our personalized programs are designed to help you grow your wealth while also conserving it, all while providing top-notch service. Explore our flipbooks and calculators to gain insights into various financial topics and estimate answers to common financial questions. Our team is committed to providing expert advice and guidance to help you reach your financial goals. Securities and Advisory services are offered through LPL Financial, a registered investment advisor. Our Chartered Retirement Planning Counselor (CRPC) is conferred by the College for Financial Planning. Our Registered Representative is licensed to conduct securities business in multiple states, and we are also licensed to sell insurance products in several states. Check the background of our investment professional to learn more about our expertise and qualifications.

LPL Financial is a reputable institution located at 118 Walnut Run Road in Landenberg, Pennsylvania, United States. The institution provides secure connections for submitting and transmitting data. Securities are offered through LPL Financial, a member of both FINRA and SIPC. The Registered Representatives at LPL Financial can only discuss and transact securities business with residents of Delaware, Maryland, New Jersey, Pennsylvania, and Texas. Investors can also check the background of the investment professionals at this institution.

Broad Street Financial, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, is a finance institution that specializes in understanding the unique needs of individuals and businesses. With a focus on creating a financial road map for long-term success, they offer a portfolio of products designed with their clients in mind. At Broad Street Financial, the process starts by understanding what is important to each client and leading them through 6 key areas of planning for their future. By gathering important information and exploring past, present, and future goals, they work with clients to analyze their current financial situation and provide recommendations to help achieve their objectives.

Allstate Personal Financial Representative: Matthew Hoffman is a finance and insurance agency located at 121 York Street in Hanover, Pennsylvania, United States. Matthew Hoffman provides personalized financial services to help individuals and families achieve their financial goals and protect their assets. With a focus on building long-term relationships, Matthew offers a range of insurance products and financial planning services to meet the unique needs of each client. Whether you are looking to secure your future or plan for retirement, Allstate Personal Financial Representative: Matthew Hoffman is dedicated to helping you make informed decisions and achieve financial security.

Milestones Financial Group, located at 4104 Cork Bocktown Road in Clinton, Pennsylvania, offers financial strategies for individuals, families, and business owners. Founded by Gary M. Klobchar, Jr, the institution provides sound financial advice every step of the way. They work with clients and their tax and legal advisors to select appropriate product solutions tailored to their specific needs and circumstances. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. The registered representatives associated with Milestones Financial Group may only conduct business with residents of states where they are properly registered or licensed. Residents of other states are not eligible for offers. To learn more about this investment professional, clients can check their background on the website.

Jeffrey Bendis - LPL Financial is a finance institution located at 100 Northpointe Circle, Seven Fields, Pennsylvania, United States. They specialize in assisting individuals and businesses with Comprehensive Retirement Planning, Wealth Management, Coordinating Estate Planning, Tax Efficient Investing, and Managing Financial Risk. With alarming statistics showing that many Americans are not adequately prepared for retirement, Jeffrey Bendis aims to provide personalized financial advice to help clients work towards their financial goals. As a Financial Advisor, Jeffrey Bendis can create a plan tailored to each individual's unique situation. Securities are offered through LPL Financial, Member FINRA/SIPC, and investment advice is offered through Good Life Advisors LLC, a registered investment advisor. The registered representatives associated with this institution are properly registered or licensed to conduct business only with residents of certain states. It is important to check the background of any investment professional before making any decisions.

Pearson Financial Planning, located at 100 Amber Court in Wexford, Pennsylvania, is a finance institution that specializes in helping women going through life transitions. As a financial advisor and Certified Financial Planner™ (CFP®), their mission is to educate and support women in identifying, defining, and achieving their financial goals. They provide financial education, investment management, and resources to empower women to make informed decisions about their financial future. Pearson Financial Planning focuses on working with widowed, divorced, and retirement-focused women, offering financial planning, investment management, and educational resources. Their collaborative approach involves partnering with clients to help them achieve financial freedom. To prepare for a meeting with a Financial Planner, clients are required to complete a short questionnaire, provide financial documents, schedule a complimentary "get acquainted" Zoom call, and if it's the right fit, sign on to work together to identify financial goals and create a personalized plan.

Adair Financial Planning is a finance institution located at 2275 Swallow Hill Road in Pittsburgh, Pennsylvania. Our team includes a CDFA Certified Divorce Financial Analyst™ and Investment Advisor Representative. We provide investment advisory services through NewEdge Advisors, LLC, operating as Adair Financial Group, a registered investment adviser. Securities are offered through NewEdge Securities, Inc., a member of FINRA/SIPC. Both NewEdge Advisors, LLC and NewEdge Securities, Inc. are subsidiaries of NewEdge Capital Group, LLC. Visit us at our convenient location in Pittsburgh for expert financial planning services.

Ameritas Financial Services of Western PA is a finance institution located on Parkway Center Drive South in Green Tree, Pennsylvania, United States. The institution offers a wide range of financial services, including insurance, investments, and investment advisory services. The team of professionals at Ameritas Financial Services includes Steven Tunink, Carl Buzzeo, John Carberry, Kim Carroll, John Antalis, Nathanael Arthurs, James Mentch, Philip Vitalbo, Melissa Jones, Dave Myers, Frank Kinter, Ruth Forsyth, Michael Muslin, Chad Nason, Xenophon Papanikolaou, and Michael Mumau. These representatives are experienced in providing financial guidance and assistance to clients. Ameritas Financial Services of WPA works closely with clients' advisors in the area of accounting. The institution is affiliated with Ameritas Investment Company, LLC (AIC) and Ameritas Advisory Services (AAS), offering a comprehensive range of financial products and services. Customers can trust Ameritas Financial Services of Western PA for their insurance and financial needs.

NEN Financial, Inc. is a finance institution located at 4099 William Penn Highway in Monroeville, Pennsylvania, United States. We offer securities and advisory services through LPL Financial, a registered investment advisor. Our team of LPL Financial Registered Representatives can only conduct securities business with residents of certain states including FL, GA, MD, OH, PA, VA, and WV. Your data is submitted and transmitted securely through our connection. Visit our website to learn more about our investment professionals and services.

Andesa Financial Management, located at 4905 Hamilton Boulevard in Allentown, Pennsylvania, is now a part of Mercer Advisors. Together, they offer extensive expertise in helping clients manage their wealth. As a full-service wealth management firm, Andesa Financial Management provides customized financial planning, investment strategies, tax planning, retirement planning, estate planning, and corporate trustee services. With this powerful combination, clients can expect an enhanced overall experience with new resources and services. Please note that Andesa Financial Management is a tradename and all services are provided by investment professionals as investment adviser representatives of Mercer Global Advisors Inc., an SEC-registered investment adviser located in Denver, Colorado. Services offered include financial planning, investment management, tax planning, estate planning, insurance solutions, trustee services, business retirement plans, foundation and endowment services.

Financial Finesse Services is a finance institution located at 111 East Uwchlan Avenue in Exton, Pennsylvania, United States. Specializing in delicately guiding women to financial clarity and confidence, our services are designed to help women navigate through life events such as the death of a spouse, divorce, inheritance, or retirement that may leave them feeling overwhelmed when it comes to managing their finances. Our goal is to provide a supportive atmosphere and a personalized process that empowers women to understand their financial situation, set goals, and create a plan for their financial future. With Jessica J. Burger as a registered representative offering securities, investment advisory, and financial planning services through MML Investors Services, LLC, our clients can feel confident in taking control of their finances with our guidance.