TOP 30 Best Financial representatives in York, Pennsylvania

Natalie Dennis is an agent representing New York Life Insurance Company, located at 938 Brechin Lane in York, Pennsylvania. As an insurance agency, Natalie Dennis provides personalized insurance solutions to individuals and families in the York area. With a focus on life insurance, retirement planning, and wealth management, Natalie Dennis is dedicated to helping clients protect their financial futures and achieve their long-term goals. Contact Natalie Dennis today to learn more about the insurance products and services offered by New York Life Insurance Company.

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.

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.

Carla Jagodzinski, Financial Services Professional, operates the Jagodzinski Financial Boutique located at 670 Main Street, Sugar Notch, Pennsylvania, United States. Specializing in finance and insurance services, Carla and her team at Jagodzinski Financial Boutique are dedicated to serving professional advisors and highly successful business owners and individuals. With a hands-on approach to financial planning, the boutique firm collaborates closely with clients' other trusted professionals to ensure financial strategies are aligned with their goals. Carla and her team understand the importance of building a relationship with clients, offering trustworthy guidance and support through both good and challenging times.

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:

At Merrill Lynch Financial Advisor Michelle Kish, we pride ourselves on providing expert financial advice and comprehensive wealth management services to individuals and families in all stages of their financial journey. Located in the heart of Pittsburgh, PA, our team at the Kish Morrison Group believes that true wealth management extends beyond mere investment strategies. We adopt a holistic approach to help you design financial plans that are aligned with your most significant life goals, not just for your lifetime but for generations to come.Our Philosophy: Our investment philosophy is grounded in core principles that prioritize risk-adjusted returns, long-term asset allocation, and tax efficiency. We carefully select investment managers with consistent performance records and emphasize a total return approach that includes both price appreciation and income generation. We avoid market timing and focus on creating strategies that are resilient and adaptable.Services Offered:

Kaufman Workers' Compensation Law is a legal institution located at 1150 Old York Road in Abington, Pennsylvania, United States. Specializing in workers' compensation cases, our firm is dedicated to ensuring that injured workers receive the benefits and guidance they need. Our experienced lawyers will represent you every step of the way, from filing your claim to representing you at hearings. In addition to workers' compensation cases, we also assist with medical marijuana expenses related to workplace injuries. Our firm can help you get the necessary documentation and approvals for medical marijuana treatment at no cost to you. Furthermore, our accredited Veterans Affairs Attorney, Jenifer Dana Kaufman, can assist with applications and appeals for all types of Veterans benefits.

Baldasari Insurance Agency, located at 4 Terry Drive in Newtown, Pennsylvania, is a trusted insurance agency serving Newtown, Bucks County, and all of Pennsylvania, New Jersey, and New York. Founded in 2002 by John Baldasari, who has over 37 years of experience in the industry, our agency is known for its superior customer service and ability to fully protect our clients. As a proud member of the Newtown business community, we strive to provide peace of mind to our clients when it matters most. Our experts can customize a solution that is right for you, earning us high recommendations from satisfied clients who have found everything they were looking for in an agent and agency. Trust Baldasari Insurance Agency to provide the insurance coverage you need for your peace of mind.

Gregg Englebreth - State Farm Insurance Agent is a trusted insurance agency located at 14450 Bustleton Avenue in Philadelphia, Pennsylvania. With 24 years of experience, the agency offers personalized insurance plans to fit your budget. They have two convenient locations in Northeast Philadelphia and Bucks County, where licensed representatives can assist with auto insurance, homeowners insurance, life insurance, and more. The agency also offers virtual appointments for added convenience. Serving customers in Pennsylvania, New Jersey, Delaware, Maryland, Ohio, and New York, the agency is committed to providing efficient and professional service. Whether you're looking to protect your car, home, or family, Gregg Englebreth and his team are dedicated to helping you find the right coverage for your needs. Contact them today for a personalized insurance plan from the top-rated insurance company in America.

Lisa Pate - State Farm Insurance Agent is a trusted insurance agency located at 524 Greenbriar Road in York, Pennsylvania. Lisa has proudly represented State Farm since 1987, providing personalized attention and exceptional service to policyholders. As a graduate of Seton Hill University and a dedicated community member, Lisa is committed to giving back and supporting local causes. The agency offers a wide range of coverage options, including auto, home, life, and health insurance. The team at Lisa Pate - State Farm Insurance Agent is experienced and ready to assist with all insurance and financial services needs. Whether you're a young driver, a retiree, or a pet owner looking for insurance, they have you covered. Contact them today for warm, friendly, and responsive service to meet all your insurance needs.

Shirley Katz Insurance & A & S Katz Title and Tags is a reputable insurance agency and local government office located at 696 Seven Bridge Road in East Stroudsburg, Pennsylvania, United States. We pride ourselves on offering a wide range of insurance products, with the ability to select the right insurance company for your needs and budget as an independent agency. Serving the greater Pocono area, including Stroudsburg, East Stroudsburg, Marshalls Creek, and Brodheadsville, we have a deep understanding of the local competition. Our services include all lines of property/casualty insurance for both personal and business needs, representing industry leaders such as Farmers Insurance Group, Progressive Insurance, and Donegal Insurance Group. We are also licensed in New York, New Jersey, and Florida. Visit us at our convenient location on the 1st floor of 696 Seven Bridge Road to learn more about how we can help protect what matters most to you.

Nestled in the heart of downtown Pittsburgh, Mellon Green offers a serene escape amidst the bustling cityscape at 501 Grant Street. This beautifully landscaped urban park serves as a cherished green space for both locals and visitors, providing a perfect spot for relaxation, picnics, and leisurely strolls. As a popular tourist attraction, Mellon Green is not just a park, but a vibrant community hub that adds a touch of nature to the city’s financial district.

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.

Adams and Associates, PC is a well-established institution located at 1719 Callender Road, Thompson, Pennsylvania, United States. With over 25 years of experience, we have been assisting clients in Pennsylvania, New York, and New Jersey in growing their businesses, managing taxes, and achieving financial security. Our team of experts combines tax knowledge with financial services to offer a comprehensive approach to simplify your financial life. We provide unique insights into your financial world, helping you make informed decisions.

McMenamin & Wing: Premier Workers' Compensation Lawyers in Pittsburgh, PA Located at 1001 Liberty Ave, 5th Floor, Pittsburgh, PA 15222, McMenamin & Wing is a renowned law firm specializing in workers’ compensation law. With decades of experience, our seasoned team of attorneys has been a steadfast ally for injured workers across Pennsylvania, guiding them through the intricate maze of workers' compensation laws.

Welcome to C&N, your trusted partner in banking and finance, located conveniently at 33 Swamp Road, Newtown, Pennsylvania. Just outside of Philadelphia, our friendly team of experts is ready to assist you with a wide range of financial services. Whether you're looking to open new checking or savings accounts, apply for mortgages, or explore investment management services, we're here to provide the right solutions for your personal and business needs. At C&N, we pride ourselves on building lifelong relationships with our customers in Pennsylvania and New York. With a 97% recommendation rate from our satisfied clients, we are committed to making your financial journey a fulfilling and seamless experience. Our services include checking and savings accounts, mortgages, business loans, and more, all designed to help you spend less time worrying about finances and more time enjoying life.

Welcome to Farmers Insurance - Kevin Murray, your trusted insurance agency located in the heart of Philadelphia, Pennsylvania. Situated at 8911 Frankford Avenue, our office is dedicated to providing comprehensive insurance solutions tailored to meet your unique needs. As a proud representative of Farmers Insurance, we offer a wide range of coverage options including auto, home, life, and business insurance. Our experienced team is committed to delivering personalized service and expert advice to help you make informed decisions about your insurance needs. At Farmers Insurance - Kevin Murray, we understand the importance of protecting what matters most to you. Our offerings include insurance policies underwritten by reputable companies such as Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and more. Whether you're seeking coverage for your vehicle, home, or business, or exploring life insurance options, we are here to guide you every step of the way.

Metzger Wickersham, located at 800 East King Street in York, Pennsylvania, is a team of dedicated and experienced lawyers who specialize in personal injury cases. Whether you have been injured in a car accident, at work, or due to someone else's negligence, the attorneys at Metzger Wickersham are here to fight for the justice you deserve. With over 28 years of experience, Clark DeVere, along with his colleagues Ms. Staub and Zachary D. Campbell, are committed to providing comprehensive and effective legal counsel to clients throughout Pennsylvania. They handle a wide range of cases, from car accidents to workers' compensation claims, with a focus on helping individuals restore their physical, financial, and emotional well-being after a serious accident.

Welcome to BNY Wealth Pittsburgh PA, your trusted partner in wealth management and financial services. Located in the iconic BNY Mellon Center in the heart of Pittsburgh, our office stands as a testament to our deep-rooted commitment to the community and our clients. With a heritage tracing back to the founding of Mellon Bank in 1869, our Pittsburgh office combines historical legacy with modern financial acumen.Our Expertise:For over 240 years, BNY Wealth has been dedicated to helping successful individuals and families build, manage, and sustain their wealth through various market cycles. Our seasoned professionals, with more than 200 years of combined industry experience, offer a comprehensive range of services tailored to meet the unique needs of each client. These services include:- Investing: Crafting personalized investment strategies to grow and preserve wealth. - Borrowing: Providing tailored lending solutions to support your financial goals. - Spending: Advising on effective spending strategies to maintain financial health.

Russ Penning - State Farm Insurance Agent is a well-established insurance agency located at 1124 York Road, Warminster, Pennsylvania. With over 40 years of experience in the industry, Russ Penning and his team of licensed professionals are dedicated to providing excellent customer service and finding the right insurance coverage for your specific needs. Whether you are local to the area or looking to relocate to Pennsylvania or New Jersey, they can help make the process seamless for you. The agency offers a wide range of insurance products and financial services to fit any budget, including car insurance, home insurance, and pet insurance. They also offer free insurance quotes with no appointment necessary, as well as virtual appointments for your convenience. Contact Russ Penning - State Farm Insurance Agent today for all your insurance needs.

At Thrivest Link, we specialize in providing personalized pre-settlement funding and flexible lawsuit loans to plaintiffs across the nation. We understand the financial hardships that can accompany accident lawsuits, which is why we are dedicated to offering financial relief with low rates and the fastest approval process available. Our Services:

The Bulldog Lawyers, located at 261 Old York Road in Jenkintown, Pennsylvania, are dedicated to helping Pennsylvanians receive the benefits they deserve during their time of need. Led by Mr. Shor, who has over 40 years of experience representing injured workers, and Mr. Levin, a senior partner and author, this institution fights for clients who have been denied their rightful compensation. Whether you have been injured in a workplace accident or suffer from a job-related illness, the Bulldog Lawyers will advocate for you. Don't let bureaucratic red tape or intimidating insurance companies prevent you from receiving the benefits you are entitled to. Contact the Bulldog Lawyers today to ensure your rights are protected and that you receive the maximum financial benefits owed to you.

Murray Insurance, located in Erie, Pennsylvania, is a dedicated insurance agency founded over five decades ago by James Murray. Now owned by Bob Murray, the agency continues to provide quality insurance coverage and personalized customer service to individuals, families, and businesses. With a focus on protecting what matters most, Murray Insurance offers trusted advice and tailored insurance solutions. Specializing in coverage and risk management for companies of all sizes, Murray Insurance represents ERIE and upholds their motto of "Above all in Service." Whether you need bodily injury liability, property damage coverage, medical payments coverage, or uninsured/underinsured motorist damage coverage, Murray Insurance has you covered. With options for physical damage coverage, rental coverage/loss of use, and more, Murray Insurance ensures that your unique risks are addressed with comprehensive auto insurance. Serving clients across Pennsylvania, Ohio, and New York, Murray Insurance is committed to providing exceptional service and personalized insurance solutions to meet the needs of each individual client.

Make-A-Wish Erie Regional Office Address: 717 Indiana Drive, Erie, PA 16505, United States

Barley Snyder is a strategically focused institution located at 100 East Market Street in York, Pennsylvania, United States. With a network of over 175 attorneys and paralegals, Barley Snyder offers innovative and effective representation in accounting, finance, and legal matters to a diverse range of clients across various industries. The institution's attorneys specialize in nearly three dozen specific disciplines, providing excellent client service and a true commitment to their communities. Barley Snyder hosts educational events, webinars, and networking opportunities throughout the year, showcasing their dedication to client success. Recognized as one of the "2023 Best Places to Work in PA" by Central Penn Business Journal, Barley Snyder is known for its reputation for results and outstanding client service. With a focus on civil law, the institution represents businesses, organizations, and individuals in Pennsylvania and Maryland. Whether you are seeking counsel on liquor law matters, corporate transparency, or transportation, logistics, and trade issues, Barley Snyder's team of attorneys, paralegals, and staff are ready to assist. Contact them today to learn more about how they can help you with your legal needs.

Brendan Lupetin, Esq., is a dedicated and highly skilled attorney based in Pittsburgh, PA. As a proud partner at Lupetin & Unatin, Brendan specializes in personal injury law and is committed to securing justice for those who have been wronged. Our firm welcomes and appreciates case referrals from other attorneys and is currently accepting new cases. We are honored to review any case referred to us.Our Philosophy: While many attorneys may fear the unpredictability of jury trials, Brendan has unwavering faith in the jury system. He believes that the collective conscience of our community will uphold essential safety rules and ensure that justice prevails.Free Case Evaluation: We offer a no-obligation, free case evaluation to discuss your legal concerns. Fill out the form on our website to schedule your consultation.Our Commitment:

Welcome to Truist, your trusted partner in banking and financial services, conveniently located at 2330 East York Street, Philadelphia, Pennsylvania. At Truist, we are committed to helping you achieve your financial goals through a comprehensive range of services tailored to meet your needs. Discover the possibilities with our diverse offerings, including banking products, loans, and deposit accounts provided by Truist Bank, a proud Member of the FDIC. Whether you're looking to see if you're pre-qualified for a Truist credit card or interested in finding the right loan, our experienced team is here to guide you every step of the way.

Roofers Local Union No. 210 is a dedicated organization committed to improving the lives of roofing professionals and their families in the Erie area and beyond. Proudly located in Erie, PA, we extend our services across multiple counties in Pennsylvania and New York, including Erie, Crawford, Venango, Warren, McKean, Potter, Chautauqua, Cattaraugus, and Allegany.

Welcome to Talen Energy - Lower Mount Bethel Power Plant Located at 6079 Depues Ferry Road in Bangor, Pennsylvania, Talen Energy's Lower Mount Bethel Power Plant is a key part of our commitment to generating safe, reliable power while leading the transition to cleaner energy solutions. As one of North America's largest independent power producers, Talen Energy is dedicated to delivering maximum value per megawatt of energy, ensuring that we meet the needs of our people, communities, and stakeholders.

Welcome to Truist, your trusted partner in banking and finance, conveniently located at 180 Old York Road, Jenkintown, Pennsylvania. At Truist, we strive to provide comprehensive financial solutions tailored to meet your unique needs. Whether you're looking to explore pre-qualification for a Truist credit card or seeking the right loan, our team is here to assist you every step of the way. As a member of Truist Financial Corporation, our services are backed by a network of affiliates offering a wide range of financial products. Truist Bank, a Member FDIC, provides a variety of banking products and services, including loans and deposit accounts. Our trust and investment management services are expertly handled by Truist Bank and Truist Delaware Trust Company.