TOP 30 Financial wellness services in York, Pennsylvania

112 results found

Members 1st Federal Credit Union is a trusted financial institution located at 2360 Whiteford Road in York, Pennsylvania, United States. As a member-owned credit union, we are dedicated to providing our members with personalized financial services and competitive rates. Whether you're looking for a checking account, savings account, loans, or other financial products, our experienced team is here to help you achieve your financial goals. Join us today and experience the benefits of banking with Members 1st Federal Credit Union.

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.

James Reginelli is a trusted health institution located at 21 South York Road in Hatboro, Pennsylvania. As a pharmacy and store, we provide a wide range of medical supplies, prescription medications, and health products to meet the needs of our community. Our knowledgeable staff is dedicated to providing personalized service and expert advice to help our customers maintain their health and well-being. Visit James Reginelli for all your health and wellness needs.

Michael Friel - State Farm Insurance Agent is a reputable insurance agency located at 261 Old York Road in Jenkintown, Pennsylvania. As your State Farm Insurance Agent for the Philadelphia, PA area, Michael Friel has been serving the community since 2015. The office is situated on the 3rd floor of the Pavilion Offices and specializes in Auto Insurance, Homeowner’s Insurance, Renter’s Insurance, Life Insurance, and Business Insurance. They cater to residents in Philadelphia, PA, including Jenkintown, Abington, Glenside, Willow Grove, and Huntingdon Valley, as well as in New Jersey and Delaware. The team at Michael Friel - State Farm Agent is dedicated to helping clients with their insurance needs and providing excellent customer service. They also offer assistance with budget planning during the holidays and tips on DIY auto maintenance to save on repair costs. The office promotes bicycle commuting for health and environmental benefits and encourages a positive work environment where team members work hard, have fun, and strive for excellence.

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.

Cochrane Insurance is a family-owned insurance agency located at 1078 York Road in Warminster, Pennsylvania. We specialize in providing the best in property and casualty insurance and risk management services for both personal and commercial clients. Our personalized and detail-oriented approach ensures that we leave no stone unturned in providing comprehensive coverage for all your insurance needs. As a family-owned agency, we prioritize personal care and attention for each and every client, offering a unique and tailored insurance experience. We take the time to understand your specific insurance requirements and provide you with effective risk management solutions that address all your concerns.

TerraWealth Justin L. Pierce is a finance institution located at 16 Leader Heights Road in York, Pennsylvania, United States. Justin Pierce, a seasoned financial advisor with over a decade of industry experience, specializes in serving business owners and the self-employed. He offers expertise in sponsored plans, risk reduction, tax mitigation, and cash flow management, as well as guidance in creating strong exit plans. Justin is dedicated to understanding the unique financial challenges faced by entrepreneurs and creates personalized strategies to help clients achieve their business and personal financial goals. Justin attended Harrisburg Area Community College and holds an Associate’s Degree in Business. He and his wife Elyse have two children, Liliana and Adrian. In his spare time, Justin enjoys playing football and basketball in adult leagues. Please note that Fidelity Investments is an independent company and service provider to TerraWealth, with no legal partnership or affiliation between your financial advisor and Fidelity Investments. Fidelity Investments does not guarantee or assume responsibility for the content provided by TerraWealth. Fidelity Investments is a registered trademark of FMR LLC, providing clearing, custody, and brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.

White Rose Wealth Management is a finance institution located at 2200 South George Street in York, Pennsylvania, United States. Our team is dedicated to helping individuals at any stage of their financial journey, as we understand that wealth means different things to different people. We take a goals-based approach to understand your priorities and set you on a path towards financial well-being. Our services inspire setting goals, making positive changes, planning for a better retirement, and securing a brighter future. We work with you to give meaning to your assets and help you achieve your financial goals. Our team of experienced financial advisors, including Aaron Trinh, Jim Tollinger, Mike Gugliemini, Doug Holtzapple, and John Bucher, offer investment advisory services through Pruco Securities, LLC.

Conte Wealth Advisors, LLC is a finance institution located at 1423 East Market Street in York, Pennsylvania, United States. At Conte Wealth Advisors, we understand that no two clients are the same, which is why we believe in creating personalized financial strategies for each individual. Our team of dedicated financial advisors prioritize the needs of our clients and work to build long-lasting financial plans that align with their goals and values. Through our thorough financial planning process, we take the time to understand what is important to you and your family, allowing us to provide clear and detailed plans tailored to your specific needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, our experienced team is here to help guide you through every stage of life's journey.

Grace Quartey, located at 140 Roosevelt Avenue in York, Pennsylvania, is a reputable accounting and finance institution. At Grace & Associates, LLC, we believe in building strong relationships with our clients, viewing each partnership as crucial to our mutual success. Our team is dedicated to providing personalized attention and expertise, with years of advanced training and technical experience backing our services. We offer a wide range of services, including income tax preparation for businesses and individuals, IRS and state audit representation, payroll reporting, business startup assistance, and monthly bookkeeping to ensure accurate financial records. Our commitment to excellence is evident in our ongoing investment in professional education, cutting-edge technology, and extensive business relationships.

The Einstein Center for Organ Disease and Transplantation is a leading medical institution located at 5501 Old York Road in Philadelphia, Pennsylvania, United States. Specializing in the treatment of organ-related diseases and transplantation procedures, this center offers cutting-edge medical care provided by a team of expert doctors and healthcare professionals. Patients can expect top-notch treatment and personalized care at this renowned institution dedicated to improving the health and well-being of individuals in need of organ disease management and transplantation services.

Fink & Company PC is a well-established accounting and finance institution located in York, Pennsylvania. Our team of experienced professionals specializes in providing a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or bookkeeping, our dedicated staff is here to assist you every step of the way. Visit us at 955 South George Street to learn more about how we can help you achieve your financial goals.

H&R Block is a well-established accounting and finance institution located at 2323 Carlisle Road in York, Pennsylvania, United States. With a team of experienced professionals, H&R Block provides a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your taxes or a business in need of financial advice, H&R Block is dedicated to helping you navigate the complexities of accounting and finance. Visit their office today for expert guidance and personalized solutions to meet your financial needs.

South Central Preferred is a leading health insurance agency located at 3421 Concord Road in York, Pennsylvania, United States. With a focus on providing top-quality healthcare coverage to individuals and families in the South Central region, our dedicated team of professionals is committed to helping clients find the perfect insurance plan that meets their needs and budget. Whether you are looking for individual coverage or group benefits, South Central Preferred is here to help you navigate the complex world of health insurance and find the best policy for you. Contact us today to learn more about our services and how we can help you protect your health and financial well-being.

Julie Givens - State Farm Insurance Agent is an insurance agency located at 430 North Main Street in Spring Grove, Pennsylvania, United States. We proudly serve the communities of York, West York, Red Lion, Spring Grove, Thomasville, and Hanover, PA. Our agency offers a wide range of insurance services including Car Insurance, Home Insurance, Renters Insurance, Life Insurance, Business and Commercial Insurance, as well as Pet Insurance through Trupanion. With over 20 years of experience, Julie Givens and her team are dedicated to providing excellent customer service and helping clients find the right insurance coverage for their needs. Whether you have questions about insurance or financial services, our friendly team is here to assist you. Our office in Spring Grove is a welcoming place for everyone, located behind the Rutter's Gas and Convenience Store.

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.

C&N Wealth Management is a finance institution located at 465 North Main Street in Doylestown, Pennsylvania, United States. Our Doylestown office, conveniently situated outside of Philadelphia, offers expert investment management services to help strengthen your business with the right solutions. Our friendly team can assist with trusts, wills, estate planning, retirement planning, and more. Katie Sellers, a Mortgage Loan Originator at C&N in the Doylestown Branch, brings over two decades of mortgage lending experience to her role. With a BS in Business Administration & Finance from Gwynedd Mercy University and previous experience at PNC Bank, Katie is dedicated to helping clients with residential mortgage loans to buy, build, or refinance their homes. She has achieved the prestigious President's Club multiple times for her outstanding sales and client satisfaction.

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.

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.

Segal & Co is an accounting and finance institution located at 261 Old York Road in Jenkintown, Pennsylvania, United States. With over 80 years of experience, we provide personalized advice to help organizations navigate challenges and seize opportunities in various industries. Our mission is to deliver trusted advice that improves lives, from career advancement to retirement savings. Our team is dedicated to using technology to make lives better, with a focus on big data management and intuitive technology solutions. Join the thousands of organizations who have placed their trust in us and discover how we can help you achieve peace of mind. Don't miss out on the latest insights from Segal & Co - join the 16,000 others who are already benefiting from our expertise.

Smith Francis X CPA is a well-established accounting and finance institution located at 8019 Old York Road in Elkins Park, Pennsylvania. With years of experience and expertise in the field, they offer a wide range of services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping, their team of certified public accountants is dedicated to providing top-notch service and personalized solutions. Trust Smith Francis X CPA to help you navigate the complexities of the financial world with professionalism and integrity.

Zelenkofske Axelrod LLC is a well-established accounting and finance firm located at 2370 York Road in Jamison, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, audit and assurance, and business consulting. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses alike. Whether you need help with tax compliance or strategic financial planning, Zelenkofske Axelrod LLC is here to help you navigate the complexities of the financial world.

Adriana Pasquini - State Farm Insurance Agent is a premier insurance agency located at 160 North Craig Street in Pittsburgh, Pennsylvania. Situated in the Omega Building with on-street parking available, our office is conveniently located across from 7-11 Sunoco in the Oakland/Shadyside community. Adriana Pasquini, a distinguished graduate of Duquesne University with a degree in Business Administration, established her office in 2012 in the vibrant Shadyside district. Recognizing the need for growth and adaptation, she recently relocated her thriving business to a prime location off Fifth Ave in Oakland.

Robert Burton - Aflac Insurance Agent is an insurance agency located at 753 6th Street, Oakmont, Pennsylvania, United States. We offer a wide range of insurance policies to provide an extra layer of protection for life's unexpected events. Accidents happen, but Aflac pays cash for covered accidents to help you through difficult times. A positive diagnosis can be overwhelming, but Aflac pays cash to ease financial worries. In the event of a serious health issue, Aflac helps you focus on recovery by providing financial support. Our insurance policies offer peace of mind by protecting those who matter most in your life. Aflac also helps with out-of-pocket expenses for hospital stays, deductibles, and co-pays. Our dental coverage has no networks, deductibles, or precertification requirements, keeping you smiling. We also offer eye care coverage for vision exams, surgeries, and eye diseases. Learn how Aflac can help with expenses that major medical insurance may not cover. Employers can provide quality products to employees at no direct cost with Aflac. Explore the opportunity to become an Aflac insurance agent and enjoy unlimited potential and flexibility. Please note that individual and group insurance is offered by American Family Life Assurance Company of Columbus, except in New York where coverage is offered by American Family Life Assurance Company of New York. Group policies are offered by Continental American Insurance Company (CAIC). Aflac's Premium Life, Absence, and Disability Services are available in all states except Puerto Rico, Guam, or the Virgin Islands, and are administered by CAIC. Please contact us for more information on our insurance products and services.

Mark Phillips - State Farm Insurance Agent is a well-established insurance agency located at 231 Liberty Street in Warren, Pennsylvania. Our team has been serving the Warren community since 1989, providing quality insurance coverage options for Auto, Boat, Motorcycle, RV, Home, Renters, Life, and Small Business insurance. We are also able to assist customers with banking services such as Auto refinancing and Certificates of Deposit. Our team is dedicated to helping customers navigate the challenges of life by providing excellent customer service and expert advice. We were honored to be voted as the Favorite Insurance Agent in Warren County for 2022 by the local community.

Charlie Kim Fin Inc is a reputable insurance agency located at 8029 Old York Road in Elkins Park, Pennsylvania. With a strong commitment to providing quality insurance products and exceptional customer service, this institution has been serving the community for years. Whether you are looking for auto, home, life, or business insurance, the knowledgeable and experienced team at Charlie Kim Fin Inc is dedicated to helping you find the right coverage to meet your needs. Visit their office today to discuss your insurance options and secure your peace of mind.

Andy Lee - State Farm Insurance Agent is located at 1822 Old York Road in Abington, Pennsylvania. The agency is conveniently situated near popular establishments such as Boston Market and Philly Pretzel Factory. Andy Lee State Farm Agency is dedicated to providing high-quality insurance services to the local community in Pennsylvania, as well as neighboring states like New York, New Jersey, and Delaware. Whether you are looking to save money on your auto, home, business, renter's, personal items, life, or health insurance, Andy Lee State Farm Agency is here to help. They also offer financial services to meet all of your insurance needs. With over 100 years of excellence, State Farm is a trusted name in the insurance industry.

Joe Deegan - State Farm Insurance Agent is a well-established insurance agency located at 21 North York Road in Willow Grove, Pennsylvania. Joe Deegan, a long-time resident of the area, has been serving as a State Farm Insurance agent for 35 years. With a degree in Marketing from St. Joseph's University, Joe and his experienced and friendly staff provide a personal touch to their services, offering a range of insurance options including Car, House, Renters, Liability Umbrella, Life, and Commercial Insurance. In addition to his work as an insurance agent, Joe is actively involved in the community, serving as the Secretary of Willow Grove Rotary and as an Executive Board Member for The Willow Charitable Fund. The agency serves customers in various areas including Willow Grove, Hatboro, Horsham, Abington, and more.

Farmers Insurance - Steven Samlin is a trusted insurance agency located at 73 York Road in Warminster, Pennsylvania. With over 30 years of industry experience, Steven Samlin is dedicated to providing personalized insurance solutions for auto, life, financial services, home, renters, and business insurance. As a Pennsylvania Licensed Notary Public since 1999, Steven is committed to ensuring that his clients are well-protected in times of need. Whether you're looking for comprehensive coverage, collision coverage, or medical payments, Steven can help you navigate the complexities of insurance policies and find the right fit for your needs and budget. Additionally, Farmers Insurance has been serving customers for over 80 years, offering competitive rates and multi-line insurance discounts for home and renters insurance. For small business owners, Steven can customize a business insurance package to reduce risk and protect your investment. With a focus on providing peace of mind and exemplary service, Steven is always accessible and ready to assist you with your insurance needs. Contact Farmers Insurance - Steven Samlin today to get started on building a secure financial plan for your future.