TOP 30 Financial representatives in Pennsylvania

530 results found

Allstate Personal Financial Representative: Thaddeus Anderson is a trusted finance and insurance agency located at 8 South 4th Street in Youngwood, Pennsylvania, United States. Thaddeus Anderson is dedicated to helping individuals and families achieve their financial goals and protect their assets through personalized financial planning and insurance solutions. With a commitment to exceptional customer service and a comprehensive range of products, Thaddeus Anderson is a reliable partner in securing your financial future. Contact them today to schedule a consultation and start building a solid financial foundation.

Allstate Personal Financial Representative: Adam Ruderman is a finance and insurance agency located at 100 Wyoming Avenue in Wyoming, Pennsylvania, United States. Adam Ruderman provides personalized financial services and insurance solutions to help individuals and families achieve their financial goals and protect their assets. With a strong commitment to customer service and expertise in financial planning, Adam Ruderman is dedicated to helping clients secure their financial future.

Located at 5000 Tilghman Street in Allentown, Pennsylvania, Jonathan Cook, Bankers Life Agent and Bankers Life Securities Financial Representative is your go-to insurance agency for all your insurance needs. Jonathan Cook and his team offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Financial Representative, Jonathan Cook specializes in Medicare Advantage plans, providing you with an all-in-one alternative to Original Medicare Parts A and B. With the rising costs of healthcare and the need for long-term care becoming more prevalent, it's crucial to be prepared and have discussions with your loved ones. Jonathan Cook is here to help you start planning for your future and take the next steps towards securing your financial well-being.

Sarah Rodriguez, Bankers Life Agent and Bankers Life Securities Financial Representative, located at 5000 Tilghman Street in Allentown, Pennsylvania, offers a wide range of insurance options through Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Sarah Rodriguez is a skilled financial advisor who can help you navigate the complexities of Medicare Advantage plans, providing personalized guidance to find the coverage that best suits your needs. With the rising costs of healthcare and the increasing need for long-term care, it's crucial to be prepared for the future. Start planning your next steps with Sarah Rodriguez today.

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.

Patricia Borger, Bankers Life Agent and Bankers Life Securities Financial Representative, located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania, offers a wide range of insurance options from reputable companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, our agents can help you find the right coverage to meet your individual needs. Medicare Advantage offers comprehensive coverage, including prescription drug benefits, with some plans even offering $0 monthly premiums.

Edmund John, Bankers Life Agent and Bankers Life Securities Financial Representative in King Of Prussia, Pennsylvania, offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, our agents can help you find the right coverage for your needs. With options that include prescription drug coverage and low monthly premiums, we are here to help you navigate the complex world of healthcare insurance. In addition, we provide long-term care planning services to ensure you are prepared for the future. Visit us at 1150 1st Avenue to start planning your next steps with our experienced team.

Ronald De Vita, Bankers Life Agent and Bankers Life Securities Financial Representative in Allentown, PA offers a comprehensive range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, our agents can help you find the right coverage tailored to your needs. With the rising costs of healthcare and the increasing need for long-term care, it's crucial to start planning for the future. Visit us at 5000 Tilghman Street, Allentown, Pennsylvania to begin your journey towards financial security and peace of mind.

Shane Levey, 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. As a Financial Advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Shane Levey is dedicated to helping clients make informed decisions about their financial future. Our agency provides core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in Medicare Advantage plans, offering a comprehensive alternative to Original Medicare Parts A and B. Our goal is to help clients navigate the complexities of healthcare and ensure they have the coverage they need.

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.

Bill Huffman, 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 from core products provided by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Herbert Huffman, a Financial Advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., is here to assist you with your insurance needs. Our agents can help you navigate the complexities of Medicare, including comparing Medicare Advantage plans to find the right coverage for you. Medicare Advantage (Part C) is an all-in-one alternative to Original Medicare Parts A and B, offering similar coverage with the option of prescription drug coverage (Part D) and an annual maximum out-of-pocket limit. Some plans even have premiums as low as $0 per month.

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.

Brittany Allenson, Bankers Life Agent and Bankers Life Securities Financial Representative in King Of Prussia, PA, offers a wide range of insurance options from core products provided by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Awarded as a 2024 Top Women Financial Advisor at Bankers Life, Brittany is dedicated to helping clients compare Medicare Advantage plans to find the right coverage. With Medicare Advantage offering similar coverage to Original Medicare Parts A and B, along with the option of prescription drug coverage, clients can benefit from annual maximum out of pocket limits and low monthly premiums. In addition to Medicare options, Brittany also provides services for long-term care planning, recognizing the importance of being prepared for the future. Located at 1150 1st Avenue, King of Prussia, Pennsylvania, Brittany Allenson is ready to assist clients in planning their financial security and healthcare needs.

Richard Kearney, Bankers Life Agent and Bankers Life Securities Financial Representative in King of Prussia, Pennsylvania, offers a wide range of insurance options provided by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, our agents can help you find the right coverage for your needs. With options such as prescription drug coverage and low monthly premiums, we are dedicated to helping you navigate the complex world of insurance. In addition, we offer long-term care planning services to ensure you and your loved ones are prepared for the future. Visit us at 1150 1st Avenue to start planning your next steps today.

Allstate Personal Financial Representative: Anthony Mascherino is a finance and insurance agency located at 440 Baltimore Pike in Springfield, Pennsylvania, United States. As a trusted representative, Anthony Mascherino offers personalized financial services to help individuals and families achieve their financial goals. With a focus on insurance products and investment strategies, clients can rely on Anthony Mascherino for expert guidance and support in securing their financial future. Whether you are looking for insurance coverage or investment advice, Allstate Personal Financial Representative: Anthony Mascherino is dedicated to providing top-notch service and helping clients make informed decisions about their finances.

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.

Matthew Glenn Wilson: Primerica - Financial Services Located at 57 E Chestnut St, Washington, PA 15301, Matthew Glenn Wilson: Primerica - Financial Services is your trusted local partner for comprehensive financial and insurance solutions. Specializing in a wide range of financial services, Matthew Glenn Wilson and his team are dedicated to helping individuals and families achieve their financial goals and secure their future.

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.

Principal Financial Group: Your Partner in Financial Well-Being Located at 2100 Georgetown Dr Suite 100, Sewickley, PA 15143, Principal Financial Group is your local finance and insurance agency dedicated to helping you protect what matters most. As part of the Principal® Financial Network of Mid-Atlantic, we are a proud member of a nationwide affiliated group of financial professionals committed to enhancing the financial well-being of individuals, businesses, and their employees.

Allstate Personal Financial Representative: Keith Lohm is a trusted financial and insurance agency located at 1346 Silver Ln, Coraopolis, PA 15108, United States. Specializing in personalized financial solutions and comprehensive insurance services, Keith Lohm helps clients navigate their financial futures with confidence and clarity. Whether you are looking to secure life insurance, plan for retirement, or manage investments, Keith Lohm offers expert advice tailored to meet your unique needs and goals. With a strong commitment to customer service and a deep understanding of the financial landscape, Allstate Personal Financial Representative: Keith Lohm is dedicated to providing the peace of mind that comes from knowing your financial well-being is in capable hands.

Welcome to the office of Jacob Rosenbaum, your trusted Bankers Life Agent and Bankers Life Securities Financial Representative in Pittsburgh, PA. We are committed to providing a comprehensive suite of insurance solutions tailored to meet your unique needs. Our offerings include core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company.Our Services:Medicare Advantage Plans: Navigating Medicare can be complex, but we're here to help. We offer expert guidance to help you compare Medicare Advantage (Part C) plans, ensuring you find the right coverage. These plans serve as an all-in-one alternative to Original Medicare Parts A and B, with the added benefit of prescription drug coverage (Part D). Medicare Advantage Plans also include an annual maximum out-of-pocket limit, and some plans feature premiums as low as $0 per month.Long-Term Care Planning: As lifespans increase and healthcare costs rise, preparing for long-term care is more crucial than ever. Our team is dedicated to helping you and your loved ones plan for the future, ensuring you are well-prepared for any eventuality.Why Choose Us?

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.

Gerard Szewcow: Primerica - Financial Services Address: 7440 McKnight Road, Pittsburgh, Pennsylvania 15237, United States

William Asa M Painter: Primerica - Financial Services Address: 7440 McKnight Road, Pittsburgh, Pennsylvania 15237, United States

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.

Roland Financial Wealth Management, located at 3910 Caughey Rd #140, Erie, PA 16506, offers comprehensive financial planning services to help you achieve a secure and rewarding retirement. Serving Erie, PA, and the surrounding areas, our mission is to understand your unique financial needs and goals, examine your current financial situation, and develop a tailored strategy that is supported by our dedicated team. We pride ourselves on being by your side every step of the way, making adjustments to your plan as needed to ensure long-term financial security. Our services include wealth management, tactical investing, IRA/401k/403b rollovers, creating retirement income streams, annuities, dividend-paying stocks, tax-efficient strategies, and asset protection strategies. We design our plans to consider all your needs and use a variety of tools to implement them effectively.

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 Harmeet Sawhney, Financial Professional - New York Life, we are dedicated to helping individuals and businesses in Pittsburgh, PA, navigate their financial journeys with confidence and clarity. Our mission is to provide comprehensive financial and insurance solutions that are tailored to meet the unique needs and goals of each client. With a strong foundation in finance and insurance, we offer a wide range of services designed to protect and grow your assets while ensuring your peace of mind.Our Services:1. Permanent Life Insurance Policies: - Guaranteed death benefit and cash value that grows over time. - Long-term coverage customizable to your needs and budget.2. Investment-Linked Insurance: - Long-term coverage with the ability to invest your policy’s cash value in the market.3. Long-Term Care Insurance: