TOP 30 Financial wellness services in Washington, Pennsylvania

171 results found

The Weierbach Investment Group is a leading finance institution located at 181 Washington Street in Conshohocken, Pennsylvania, United States. With a strong reputation for excellence and expertise in the financial industry, our team of professionals is dedicated to providing top-notch investment services and solutions to our clients. Whether you are looking to grow your wealth, plan for the future, or secure your financial well-being, we are here to help you achieve your goals. Trust The Weierbach Investment Group for all your financial needs.

Kades Margolis Corporation is a reputable financial institution located at 1720 Washington Road in Washington, Pennsylvania, United States. With a strong focus on providing personalized financial solutions and expert advice, Kades Margolis Corporation has been serving clients in the area for years. Whether you are looking for retirement planning, investment management, or estate planning services, their team of experienced professionals is dedicated to helping you achieve your financial goals. Trust Kades Margolis Corporation for all your financial needs.

Joy World Wealth Partners is a leading finance institution located at 125 North Washington Avenue in Scranton, Pennsylvania, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their wealth for the future. With a focus on personalized service and strategic financial planning, we strive to provide our clients with the tools and resources they need to make informed decisions about their finances. Whether you are looking to invest for the future, plan for retirement, or protect your assets, Joy World Wealth Partners is here to help you every step of the way.

Lincoln Investment Planning, located at 1 East Broad Street in Bethlehem, Pennsylvania, is a finance institution dedicated to helping investors and employers achieve their long-term financial goals. Our advisors offer quality investment, insurance, and retirement products, with the service and support needed for success. We are excited to announce our expanded clearing arrangement with BNY Mellon's Pershing, providing a single custodial platform for our self-clearing business. Additionally, we have selected Pershing X's Wove wealth management platform to offer technology solutions to our financial professionals.

Lincoln Investment Planning, located in Philadelphia, Pennsylvania, is a finance institution that empowers advisors to offer quality investment, insurance, and retirement products to help clients achieve their long-term financial goals. With a long-standing clearing arrangement with BNY Mellon’s Pershing, we provide a single custodial platform and utilize Pershing X’s Wove wealth management platform for technology solutions. Educators and non-profit employees can benefit from our expertise in 403(b) plans, helping them turn savers into investors for financial well-being. Our advisors create tailored strategies based on individual needs, comfort levels, and goals. With over 4,000 employers trusting our products and services, we offer flexibility and freedom of choice for conducting business. Contact us at Lincoln Investment 601 Office Center Drive, Suite 300 Fort Washington, PA 19034 for more information. Advisory services are offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers, with securities offered through Lincoln Investment Broker-Dealer, Member FINRA/SIPC. Please note that tax, legal, or Social Security claiming advice is not offered through or supervised by Lincoln Investment or Capital Analysts.

Gdm Advisory Group Ltd is a finance institution located at 501 West Office Center Drive in Fort Washington, Pennsylvania, United States. Our team of experienced financial advisors provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and transparency, we strive to provide sound financial advice tailored to each client's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Gdm Advisory Group Ltd is here to help you navigate the complex world of finance with confidence.

Hamilton Lane is a leading finance institution located at 110 Washington Street, Conshohocken, Pennsylvania, United States. Our data and technology are revolutionizing private markets, safeguarding futures through responsible investing, and offering flexible solutions to help clients achieve their investment goals. With $120.2B in discretionary assets under management and $782.9B in non-discretionary assets under management, our innovative, data-driven approach informs investment programs tailored to meet the unique needs of our investors. Our suite of services and solutions cater to the strategic objectives of any investor profile, powered by proprietary market data and technology solutions. Committed to sustainable and responsible actions, we have been enhancing financial well-being for over 30 years. Join us in driving meaningful change and exploring the latest in infrastructure investments, portfolio construction, and private market performance. Access your account through our client portals for a personalized experience.

H2R CPA is a well-established accounting and finance institution located in Pittsburgh, Pennsylvania. With a tradition of service to businesses, nonprofits, and individuals in the Pittsburgh area, we offer tax, assurance, and business consulting services focused on client success. Our team prides itself on building long-term, cherished relationships with clients and team members. We are excited to announce our merger with Exler & Company, Inc., effective January 1, 2024, to enhance and expand our professional services. Despite this merger, H2R CPA will continue to operate as an independent, locally managed regional CPA firm, catering to closely held businesses and their owners with expanded service offerings and resources for continued growth.

Snyder & Clemente is a reputable accounting and finance institution located at 116 North Washington Avenue in Scranton, Pennsylvania, United States. Our team of experienced professionals provides a wide range of financial services, including tax preparation, auditing, and financial consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and make informed decisions. Visit us today to experience the difference that Snyder & Clemente can make for your financial well-being.

KMB Insurance, located at 607 Hemlock Road in Coraopolis, Pennsylvania, is a health insurance agency specializing in Pittsburgh Medicare Plans, Medicare Supplements, and Medicare Advantage Plans. As an independent agency, we offer personalized services to help you choose the best Medicare plan for your individual needs, all at no cost to you. Conveniently located just outside of Pittsburgh, we serve clients in Allegheny, Washington, Beaver, Butler, West Moreland, and Greene Counties in western Pennsylvania, as well as Ohio and West Virginia. Our team understands the complexity of Medicare plans and can quickly provide you with information on the options available to you, saving you time and effort.

New Era Health Plans is a leading health insurance agency located at 1100 Washington Road in Washington, Pennsylvania, United States. We offer a wide range of comprehensive health plans to meet the diverse needs of our clients. Our experienced team is dedicated to providing personalized service and helping individuals and families find the right coverage to ensure their well-being. With a focus on quality care and affordable options, New Era Health Plans is committed to helping our clients navigate the complex world of healthcare insurance with ease and confidence. Contact us today to learn more about our services and how we can assist you in securing the best health plan for your needs.

UMWA Health & Retire Funds is a reputable health and insurance agency located at 470 Johnson Road in Washington, Pennsylvania, United States. This institution provides comprehensive health and retirement benefits to members of the United Mine Workers of America. With a focus on ensuring the well-being and financial security of its members, UMWA Health & Retire Funds offers a range of services and resources to support their physical and financial health. Whether you are a retired miner or a current member, you can rely on UMWA Health & Retire Funds to provide quality healthcare coverage and retirement benefits.

Aflac is a well-known insurance agency located at 4150 Washington Road in McMurray, Pennsylvania, United States. With a strong reputation for providing supplemental insurance policies, Aflac offers a wide range of coverage options to meet the needs of individuals and families. Their dedicated team of agents is committed to helping clients find the right insurance solutions to protect their financial well-being in times of need. Visit Aflac today to learn more about their insurance products and services.

Bankers Life, located at 750 Holiday Drive in Pittsburgh, Pennsylvania, is a finance, health, and insurance agency offering a wide range of insurance options. Their agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare, and Wellcare. With a focus on Medicare coverage, Bankers Life helps individuals compare Medicare Advantage plans to find the right fit. They also emphasize the importance of long-term care planning, as health care expenses rise and people live longer.

Ulyricia Pittman, Bankers Life Agent is an insurance agency located at 613 Baltimore Drive, Wilkes-Barre, Pennsylvania, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, Washington National Insurance Company, as well as partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising cost of healthcare, long-term care planning is essential. Our team is here to guide you through the process and help you prepare for the future. We are currently recruiting for agent, manager, and investment professional positions. If you are passionate about helping others achieve financial security in retirement, our award-winning training programs and flexible career opportunities can help you reach your goals. Join us at Bankers Life and start achieving more today!

Golden Hands Insurance LLC is a reputable health insurance agency located at 643 Washington Avenue in Philadelphia, Pennsylvania, United States. With a team of knowledgeable professionals, we strive to provide comprehensive and personalized insurance solutions to meet the unique needs of our clients. Our commitment to excellence and customer satisfaction sets us apart in the industry. Trust Golden Hands Insurance LLC to protect your health and financial well-being with quality insurance coverage.

Timothy Troyer, Bankers Life Agent is an insurance agency located at 15 Woodland Center Drive in Grove City, Pennsylvania, United States. Our agents offer a wide range of insurance options, including core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage for their needs. 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). These plans include an annual maximum out of pocket limit, with some plans even offering premiums as low as $0 per month.

Farmers Insurance - William Burnell is a local insurance agency located at 329 North Washington Avenue in Scranton, Pennsylvania. As your Farmers® insurance agent, William Burnell is dedicated to educating customers on insurance options and finding the best coverage to meet their needs. With over 30 years of combined experience in the industry, the team at Farmers Insurance - William Burnell can help you understand your options for auto, home, life, renters, and business insurance. They are committed to providing high-quality customer service and ensuring that you are covered for whatever life may bring. Whether you need comprehensive coverage, collision coverage, or are unsure where to begin, William Burnell and his team are here to help. They can help you select the right car insurance coverage for your needs and budget, as well as provide competitive rates and multi-line insurance discounts for home insurance.

Farmers Insurance - Jaye Kwon is an insurance agency located at 1364 Welsh Road in North Wales, Pennsylvania, United States. Jaye Kwon takes pride in providing exceptional customer service and ensuring that each client is well-informed about their coverage options. As a local Farmers® agent, Jaye Kwon serves the Fort Washington area and beyond. Whether you need car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, or recreational insurance, Jaye Kwon Agency has you covered. They also offer financial services to help you build a secure future. Contact Jaye Kwon today for a personalized insurance quote and start protecting what matters most to you.

Bankers Life, located at 3331 Street Road in Bensalem, Pennsylvania, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage for their needs. With the rising cost of healthcare and the need for long-term care becoming more prevalent, it's crucial to plan ahead and have discussions with loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional positions, offering award-winning training programs and opportunities for career growth. Join us at Bankers Life and help your community achieve a financially secure retirement.

Vinod Sharma is a reputable doctor located at 501 South Washington Avenue in Scranton, Pennsylvania, United States. Specializing in health and wellness, Vinod Sharma provides top-notch medical care and services to patients in the local community. With a focus on personalized treatment plans and compassionate care, this institution is dedicated to improving the overall health and well-being of its patients. Whether you are in need of a routine check-up or specialized medical treatment, Vinod Sharma is here to provide expert care in a welcoming and professional environment.

National Bioskills Laboratories is a premier institution dedicated to advancing physician-focused medical education to improve patient outcomes. Located in the heart of Pittsburgh, PA, our state-of-the-art facilities provide the optimal training environment for medical professionals, offering specialized education in various fields including canine and feline cardiology, dentistry, oral and maxillofacial surgery, diagnostic imaging, feline medicine, and surgery. Key Personnel:

At Visiting Angels, our mission is to provide compassionate, customized care that allows your elderly loved one to continue living comfortably at home. Located in Washington, PA, we proudly serve Washington and Southwestern Allegheny Counties, including Canonsburg, Peters Township, McMurray, Carnegie, Coraopolis, Bridgeville, McKees Rocks, Kennedy Township, Imperial, and the Airport Area of Pittsburgh, PA. Our Services:

Secured Insurance Pennsylvania is a trusted insurance agency located at 15 Munce Ridge Rd, Washington, PA 15301, United States. Renowned for its commitment to providing comprehensive insurance solutions, Secured Insurance Pennsylvania offers a wide range of services tailored to meet the unique needs of individuals, families, and businesses. Whether you are seeking auto, home, life, health, or commercial insurance, the knowledgeable and friendly team at Secured Insurance Pennsylvania is dedicated to helping you find the most suitable coverage at competitive rates. Their client-focused approach ensures personalized service, expert advice, and peace of mind, making them a reliable partner in safeguarding your assets and future. Visit Secured Insurance Pennsylvania to experience exceptional service and secure the insurance protection you deserve.

Pittsburgh Siding is your premier choice for residential and corporate exterior installations and replacements in the greater Pittsburgh area. We specialize in cedar, vinyl, James Hardie, and aluminum siding, offering affordable prices without compromising on quality. Our dedication to top-notch customer service and transparency in expenses sets us apart in the industry. Services Offered:

Since 1998, Concordia Visiting Nurses has been dedicated to providing high-quality skilled nursing and a variety of therapy services to individuals in the communities we serve. Located at 1525 Beaver Rd, Baden, PA, our Baden Branch is committed to delivering exceptional home health services with respect, dignity, and compassion. Our mission is to minister to the unique needs of each individual, fostering recovery, rehabilitation, and health education.

At State Farm, we understand that everyone loves saving money while protecting what matters most. Located at 1720 Washington Rd, Washington, PA, our agency, led by Mike Sprouse, offers customizable coverage plans tailored to meet your unique needs. Whether it’s safeguarding your family, belongings, or finances, we provide a range of insurance solutions with potential savings through safe driving rewards, bundling options, and various discounts.Auto Insurance: Drive with confidence knowing that you have the right coverage. From collision and comprehensive to rental and rideshare, we offer diverse auto insurance options to fit your needs. Whether you’re a new driver, a business traveler, or a collector, we have policies designed for every situation. As the largest auto insurance provider in the U.S.¹, combining your auto and home policies could lead to even more savings.Homeowners Insurance: Protect your largest investment with State Farm® Homeowners Insurance. Our coverage ensures that you can repair or replace your home and valued items in case of unexpected events. Your personal property is secured, even when you’re away. More homeowners choose State Farm for their home insurance needs over any other insurer².Renters Insurance:

East Pine Avenue Partners LLC is a trusted insurance agency located at 8 E Pine Ave, Washington, PA 15301, United States. Dedicated to providing comprehensive insurance solutions, the agency offers a wide range of services tailored to meet the unique needs of individuals, families, and businesses in the community. With a focus on personalized service and expert advice, East Pine Avenue Partners LLC helps clients navigate the complexities of insurance, ensuring they are well-protected and informed about their options. Whether you're seeking coverage for your home, vehicle, health, or business, the experienced team at East Pine Avenue Partners LLC is committed to finding the right policies to safeguard your future. Their commitment to customer satisfaction and reliability has made them a go-to resource for residents of Washington, PA, and the surrounding areas.

Community Bank, located at 2111 N Franklin Dr Suite 200, Washington, PA 15301, is a trusted financial institution dedicated to serving the local community with a comprehensive range of banking and financial services. As a cornerstone of the Washington, PA area, Community Bank prides itself on providing personalized customer service and tailored financial solutions to meet the unique needs of individuals, families, and businesses. With a commitment to fostering financial well-being, Community Bank offers a variety of products including checking and savings accounts, loans, mortgages, and investment services. Their experienced team of financial professionals is ready to assist clients with expert advice and support, ensuring each customer receives the best possible financial guidance.

Community Bank Located at 65 W Chestnut St, Washington, PA 15301, Community Bank is your trusted local partner for all your banking and financial needs. As a well-established institution in the heart of Washington, Pennsylvania, we pride ourselves on offering a comprehensive range of services to support both personal and business financial goals.