TOP 30 Financial representatives in York, Pennsylvania

40 results found

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.

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.

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 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.

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:

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.

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.

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.

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.

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.

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.

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.

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.

Schwartz Wealth Management is a finance institution located at 831 Court Street in Honesdale, Pennsylvania, United States. They provide the knowledge and expertise you need from a trusted neighbor. Their services include financial planning, retirement planning, 401(k) management, business strategies, and investment management. You can use their calculators to help answer your financial questions and review flipbooks on various topics of interest. Schwartz Wealth Management works with securities through LPL Financial and offers investment advice through Private Advisor Group. They are dedicated to helping you achieve your financial goals and are separate entities from LPL Financial. The LPL Financial representative associated with this institution can only conduct securities business with residents of Pennsylvania, Florida, Maryland, New York, and New Jersey. Be sure to check the background of this investment professional for your peace of mind.

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.

Attorney Kevin F. Sweeney, located in Conshohocken, Pennsylvania, is a highly acclaimed tax attorney specializing in tax controversy, tax litigation, and IRS audit defense. With a prestigious background that includes receiving the Tax Division Outstanding Attorney Award from the U.S. Department of Justice and being listed in The Legal 500 U.S. for his expertise in tax controversy, Kevin Sweeney is a top choice for individuals and businesses facing complex tax matters. Kevin's experience as a former federal prosecutor allows him to effectively defend clients in both civil and criminal tax cases, including high-stakes IRS audits, white-collar criminal defense, and whistleblower matters. He has a proven track record of successfully navigating clients through challenging situations and delivering compelling arguments that resonate with judges, juries, prosecutors, and tax authorities.

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.

Welcome to Farmers Insurance - Chris Carilli, your trusted insurance agency located at 1121 Boyce Rd, Building 1, Suite 1200b, Pittsburgh, PA 15241, United States. We are dedicated to providing comprehensive insurance solutions tailored to meet your individual needs. As a local Farmers Insurance agent, Chris Carilli offers a wide range of insurance services including auto, home, life, and business insurance. Our agency is committed to helping you protect the things that matter most. We work on behalf of several specific insurers, including Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, Mid-Century Insurance Company, Civic Property and Casualty Company, Exact Property and Casualty Company, Neighborhood Spirit Property and Casualty Company, and Farmers Insurance Company of Washington, among others.

Farmers Insurance - Karen Bryan Located at 125 Technology Dr Ste 105, Canonsburg, PA 15317, Farmers Insurance - Karen Bryan is a trusted local insurance agency dedicated to providing comprehensive insurance solutions tailored to meet the unique needs of each client. As a representative of Farmers Insurance, Karen Bryan offers a wide range of insurance products, including auto, home, life, and business insurance, underwritten by reputable insurers such as Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, Mid-Century Insurance Company, and more.

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.

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

Farmers Insurance - Pittsburgh, PA Welcome to Farmers Insurance located at 606 Main St, Pittsburgh, PA 15215, United States. As a dedicated insurance agency, we are committed to providing comprehensive insurance solutions tailored to meet your needs. Our team of experienced agents is here to assist you in finding the right coverage to protect your home, auto, business, and more.

Located in the heart of Pittsburgh, PA, Farmers Insurance - Richard Startzenbach is your local, trusted partner for comprehensive insurance solutions. As a dedicated Farmers Insurance agency, we specialize in providing a wide range of insurance products to meet your needs, including auto, home, life, and business insurance. Our experienced team is here to help you navigate through the complexities of insurance, ensuring you have the right coverage tailored to your unique situation. We proudly represent a variety of insurers under the Farmers Insurance umbrella, including Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and more. Each insurer we represent is known for its financial strength and reliability, providing you with peace of mind and security.

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.

BNY Mellon Wealth Management Erie, located at 100 State Street in Erie, Pennsylvania, is a premier financial services firm dedicated to helping clients grow and protect their wealth. As part of America's first bank, with a legacy spanning over 240 years, BNY Mellon brings unparalleled expertise and a deep understanding of the financial landscape to its clients. Under the insightful leadership of Sinead Colton Grant, the Chief Investment Officer, BNY Mellon Wealth Management provides a forward-thinking perspective on the market, as evidenced by our comprehensive mid-year 2024 outlook. We believe that in the realm of investing, the focus should not only be on what you earn but also on what you can preserve and grow over time.

The Chief Counsel Office is an integral part of the local government infrastructure in Pittsburgh, Pennsylvania. This office provides legal guidance and representation to various governmental departments and agencies within the jurisdiction. The Chief Counsel Office is staffed by highly experienced legal professionals who specialize in different areas of law, ensuring comprehensive legal support for the administration's operations and initiatives. Leadership:

Mortgage, Bank of America, located at 600 Grant St, Pittsburgh, PA, is your trusted partner for all your mortgage and home financing needs. As a leading financial institution, we offer a wide range of mortgage products and services tailored to meet the unique needs of our clients.

Bank of America offers comprehensive mortgage services at its Cranberry Township location, designed to support you through every step of your home-buying journey. Whether you're a first-time homebuyer or looking to refinance, our team of lending specialists is here to help you find the mortgage solution that best fits your needs. Loan Estimates and Assistance:

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.