TOP 30 Financial wellness services in New Hope, Pennsylvania

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Penn Wealth Planning - Ameriprise Financial Services, LLC is a finance institution located at 6444 Lower York Road in New Hope, Pennsylvania, United States. Recognized as one of the Forbes Best-in-State Wealth Management Teams in 2024, we offer personalized financial advice to help build our clients' portfolios and confidence for the long term. Our team is committed to helping clients achieve their financial goals and navigate the uncertainties of the market. We invite you to schedule a complimentary initial consultation to discuss your financial objectives and learn more about our services. In addition to financial planning, we also host events such as our annual FREE Shred Day to help protect your privacy and provide a convenient service for the community. During these events, we offer drive-up shredding services and light snacks for you to enjoy while catching up with our team.

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:

Welcome to the Wells Fargo ATM located at 336 West Bridge Street, New Hope, Pennsylvania. Conveniently situated in the heart of New Hope, our ATM provides easy access to a range of financial services designed to meet your banking needs. Whether you're a local resident or just passing through, you can count on our ATM for quick and secure transactions. Enjoy the convenience of 24/7 access to cash withdrawals, balance inquiries, and more. At Wells Fargo, we're committed to providing reliable financial solutions to help you manage your money efficiently. Visit us today at our New Hope location for all your ATM needs.

Welcome to Wells Fargo Bank, conveniently located at 336 West Bridge Street, New Hope, Pennsylvania. As a trusted name in banking and finance, we are committed to providing our community with a comprehensive range of financial services. Whether you're looking to manage your day-to-day banking needs, seeking financial advice, or accessing our ATM services, our knowledgeable team is here to assist you. At Wells Fargo Bank, we prioritize customer satisfaction and financial security, ensuring a seamless and personalized experience tailored to your unique needs. Visit us today and discover how we can help you achieve your financial goals with confidence.

David Mayfield - State Farm Insurance Agent is a trusted insurance agency located at 7424 Haverford Avenue in Philadelphia, Pennsylvania. As an experienced insurance agent since 2012, David Mayfield is dedicated to helping individuals and families achieve their hopes and dreams by providing excellent service in auto, home, life, business, and health insurance. His friendly staff is well-equipped to assist with all insurance needs. Spring is the perfect time to reassess your life insurance needs, and David Mayfield's office is the ideal place to start. Whether you're starting a family, getting married, or experiencing other major life changes, reviewing your life insurance coverage ensures financial protection for your loved ones. Don't wait - reach out to David Mayfield for a free consultation and quote today.

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

Janney Montgomery Scott LLC is a well-established finance institution located in New Hope, Pennsylvania. With a history dating back to 1832, Janney Montgomery Scott LLC offers a wide range of financial services including investment management, wealth planning, and financial advisory services. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or make strategic investments, Janney Montgomery Scott LLC is committed to providing personalized solutions tailored to your individual needs. Visit their office at 6236 Lower York Road to learn more about how they can help you navigate the complex world of finance.

Penn Wealth Planning LLC, located at 6444 Lower York Road in New Hope, Pennsylvania, is a finance institution that has been recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024. They offer personalized financial advice to help clients build their portfolios and confidence for the long term. The team at Penn Wealth Planning is dedicated to assisting clients in achieving their financial goals and prioritizes their long-term financial well-being. The institution offers complimentary initial consultations to discuss financial goals and provides information on important components of Social Security benefits. They also host events such as their annual FREE Shred Day, where clients can securely dispose of sensitive documents while enjoying light snacks and catching up with the team.

Leonard Brodsky & Associates is a reputable insurance agency located at 48 West Bridge Street in the charming town of New Hope, Pennsylvania, United States. With a strong commitment to providing top-notch insurance solutions for individuals and businesses, Leonard Brodsky & Associates offers a wide range of insurance products tailored to meet the unique needs of their clients. Their team of experienced and knowledgeable professionals is dedicated to delivering personalized service and expert advice to ensure that customers are well-protected and have peace of mind. Whether you are looking for home, auto, life, or business insurance, Leonard Brodsky & Associates is the go-to agency for all your insurance needs.

The Bair Foundation is a non-profit organization located at 241 High Street in New Wilmington, Pennsylvania, United States. We are dedicated to providing support and resources to children and families in crisis. Our mission is to ensure the well-being and safety of all individuals under our care. At The Bair Foundation, we offer a variety of services including foster care, adoption, and counseling. We believe that every child deserves a loving and stable home environment, and we work tirelessly to make this a reality for those in need.

Welcome to Ireland Contracting, LLC, Pittsburgh’s most trusted and recommended roofer. Located in Glenshaw, PA, we specialize in roofing, electrical services, and general contracting, ensuring that your home gets the best care possible.

MKO Employment Law LLC: Your Trusted Partner in Employment Law Located at 429 Fourth Ave #300, Pittsburgh, PA 15219, MKO Employment Law LLC stands as a distinguished Pennsylvania plaintiff employment law firm specializing in Employment Law and Wrongful Termination issues. Our firm is dedicated to providing high-quality, client-centered legal services, operating primarily on a contingency fee basis, with some exceptions such as unemployment matters, contract review and advice, negotiations, job preservation efforts, and employment strategy sessions.

Easter Seals Western and Central Pennsylvania is a leading nonprofit organization dedicated to achieving full equity, inclusion, and access for individuals with disabilities. With over 105 years of service, Easter Seals has been a cornerstone in enriching education, enhancing health, expanding employment opportunities, and elevating community support. Our Mission:

Pollybro Home Remodeling LLC is a family-owned and operated company dedicated to providing top-notch general and complex project services, including electrical, plumbing, concrete, and handyman tasks within the Pittsburgh Region. Established in 2010, our mission has always been to ensure that every homeowner receives high-quality workmanship at an affordable price. Over the years, we have expanded significantly, yet our core principle of delivering exceptional value to our clients remains unchanged.Our Services:- General Contracting: From small repairs to large-scale renovations, we handle all types of general contracting projects with precision and care. - Electrical Work: Licensed and experienced electricians to ensure your home’s electrical systems are safe and up to code. - Plumbing: Comprehensive plumbing services, including installations, repairs, and maintenance. - Concrete Work: Expert concrete services for driveways, patios, and other structures.

The Church of the Good Shepherd is a Christian family dedicated to the teachings of the Catholic Church. We serve our parish and community through prayer, fellowship, education, and commitment to one another. Our mission is to live God's ultimate command: "To love one another as He loves us," with the hope of achieving eternal life. Parish Life:

At Anderson & Labovitz, LLC, our motto is “Your Legal Partner in Business and Life.” This slogan encapsulates our commitment to supporting our clients through a wide array of legal challenges and milestones. As a firm comprised of second-generation lawyers, we bring decades of experience in representing business owners, families, and individuals across Western Pennsylvania. Our attorneys are dedicated to safeguarding your personal and business interests, providing legal counsel that is both comprehensive and compassionate. Client Testimonials:

Welcome to the South Franklin Township Administration Office, your local hub for accounting, finance, and government services in the heart of Washington County, Pennsylvania. Nestled at 100 Municipal Road, our office is dedicated to serving the vibrant community of South Franklin Township, which boasts a population of over 2,868 residents (Census 2020) and spans an area of 21.1 square miles.

Our Saviour's Lutheran Church is a welcoming congregation located in Ambridge, Pennsylvania. We believe that the faith we receive by grace is a precious gift that enriches our community. The way of the cross of Jesus Christ guides us toward new life and hope, especially during challenging times. We extend our love, prayers, and mutual support to all, whether you join us in person or online. Our faith, anchored in our baptism into Christ, provides a steadfast foundation in moments of fear and uncertainty. We are united in prayer with the saints in heaven, transcending the boundaries of time and space. Our congregation's prayers are a constant source of strength and comfort.

1 Percent Lists Metro PGH is a cutting-edge real estate agency located in the heart of Carnegie, Pennsylvania. We are dedicated to providing full-service real estate services at just 1% commission, a revolutionary approach in the industry. By leveraging advanced technology and eliminating outdated marketing techniques, we maximize exposure for our clients while minimizing costs. Our Unique Value Proposition:

HomeBuyers of Pittsburgh is a premier real estate agency specializing in quick, hassle-free home sales for cash. Located at 1080 Steuben Street in Pittsburgh, Pennsylvania, we are committed to providing a seamless experience for homeowners looking to sell their properties. Our professional team ensures that you can sell your home in its current condition, without any repairs, and close the deal in as little as 21 days or on a date that suits you best.Why Choose Us? - Quick & Easy Sales: Sell your home for cash in as little as 21 days. - No Hidden Fees: No closing costs, no commissions, and no repairs needed.

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 Roll's Auto Sales, your premier destination for quality pre-owned vehicles in Philadelphia! Conveniently located at 6550 Frankford Avenue, Philadelphia, Pennsylvania, we specialize in providing exceptional car buying experiences, especially for those with less-than-perfect credit. At Roll's Auto Sales, we believe that poor credit shouldn't be a barrier to owning a reliable vehicle. With our flexible financing options tailored to fit individual needs, you can drive home the car of your dreams today, even with a credit score as low as 450. Our experienced team, with 18 years of expertise in bad credit car financing, is dedicated to finding the perfect solution for your financial situation.

Welcome to Bloomin' Blinds of Bucks, Montgomery & Mercer Counties, your premier destination for custom window treatments, installations, and repairs throughout the greater Philadelphia region. Located at 41 University Drive, Newtown, Pennsylvania, we bring our exceptional services right to your doorstep, allowing you to experience our showroom from the comfort of your home. Transform your interiors effortlessly with our custom window treatments, designed to give your space a fresh, updated look without the need for costly remodeling. As a family-owned business, we are deeply committed to delivering quality products paired with exceptional customer service, reflecting our family values in every window treatment we offer.

Welcome to Barnabas Transformation Ministries Located in the heart of Philadelphia at 1201 East Wyoming Avenue, Barnabas Transformation Ministries (BTM) is more than just a church—it's a vibrant community dedicated to living and spreading the transformative love of Jesus Christ. Our mission is to reach the whole person with the whole Gospel, in the name of the Father, Son, and Holy Spirit, both across the street and around the world.

Welcome to the ATM Machine at Stogie's Smoke Shop in Stroudsburg, Pennsylvania! Conveniently located at 201 North 9th Street, Stroudsburg, PA 18360, our ATM service is your go-to solution for quick and easy access to cash right in the heart of Stroudsburg. At Stogie's Smoke Shop, we understand the importance of having reliable ATM services for both individuals and businesses. Whether you're a local resident, a traveler passing through, or a business owner exploring the potential of the ATM industry, our ATM is here to meet your financial needs.

Welcome to "ATM Machine at Foe 1106," your trusted partner in the ATM and finance business, conveniently located at 1210 North 5th Street, Stroudsburg, Pennsylvania 18360, United States. Whether you're exploring the ATM industry or searching for ATM machines and processing services, we offer invaluable insights and resources to help you succeed. Discover the magic of the ATM business and learn the secrets that ATM machine owners use to create a lifetime of passive income. Owning an ATM or having us install a free ATM in your store can save you money on credit card fees, prevent customers from leaving for cash, and generate revenue for you.

Welcome to The First National Bank & Trust Company of Newtown, proudly serving the financial needs of individuals and businesses in Wrightstown, Furlong, Penns Park, Newtown, and New Hope, PA. Conveniently located at 2607 Windy Bush Road, near Route 413, our Wrightstown branch has been a cornerstone of the community since it opened in 1965. As Bucks County’s oldest independent community bank, we have built a legacy of trust and customer loyalty over the past century. Our branch offers a full range of personal and business banking services, including checking and savings accounts, as well as flexible loan solutions tailored to your specific needs. With a dedicated Branch Manager and loan officer, Michele Price, on-site, we are equipped to provide personalized assistance and discuss your financing options.

Welcome to TD Bank, conveniently located at 701 East Street Road, Feasterville-Trevose, Pennsylvania. As a trusted local bank and financial services provider, we are dedicated to meeting all your banking and financial planning needs. Our team of wealth professionals, including a dedicated Relationship Manager, is here to offer personalized advice on private banking, credit, investments, and financial planning. At TD Bank, we believe in creating a banking experience tailored to your unique financial goals. Work with a TD Financial Advisor to develop a comprehensive TD Wealth Plan that aligns with your aspirations. Whether you're looking to open a new savings account, obtain an instant debit card, or explore mortgage options, we're here to assist you.

Welcome to PNC Bank at 2 North Main Street, New Hope, Pennsylvania! Conveniently located in the heart of New Hope, PNC Bank is your trusted partner for all your banking and financial needs. Our branch offers a full range of services, including personal and business banking, loans, mortgages, and investment solutions tailored to help you achieve your financial goals. Our state-of-the-art ATM is available 24/7, providing you with round-the-clock access to your accounts. Whether you're looking to open a new account, explore financing options, or simply need expert financial advice, our friendly and knowledgeable staff are here to assist you. Visit us today and discover why PNC Bank is a cornerstone of the New Hope community. Your financial well-being is our priority.