TOP 20 Best Five star wealth manager in Pennsylvania
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A-Line Realty Management LLC
Welcome to A-Line Realty Management LLC, your trusted partner in navigating the complexities of real estate transactions in Philadelphia and the Greater Philadelphia area. Located at 1516 North 5th Street, Philadelphia, Pennsylvania 19122, we are a broker-owned, family-operated, full-service brokerage and property management company specializing in accounting, finance, and real estate services. At A-Line Realty, we understand that real estate can be daunting, and our mission is to simplify the process for you. With 18 years of combined experience in real estate, property management, sales, and hospitality, our team offers unparalleled expertise and dedication to meet your unique needs and goals. Whether you’re buying, selling, or investing in real estate, we provide personalized, professional services that exceed expectations.
Rappaport Wealth Management
Rappaport Wealth Management is a finance institution located at 150 North Radnor Chester Road in Radnor, Pennsylvania, United States. With over 25 years of experience, they specialize in providing personal, professional, customized, and easy to understand wealth management services. The founder, a Five Star Wealth Manager in 2012 and 2014, has authored a 9-volume series on retirement income planning. Their approach involves getting to know each client individually, understanding their goals and risk tolerance, and using conservative and proven tactics to manage and adjust retirement portfolios in response to market changes. The founder holds an Accredited Wealth Management Degree from The Wharton School at the University of Pennsylvania.
Peak Precision Contracting
Peak Precision Contracting is a premier general contractor and roofing contractor located at 938 S Central Ave, Canonsburg, PA 15317, United States. Recognized as the top-rated roofing contractor in Western Pennsylvania, we offer more than just exceptional roofing solutions. Our comprehensive team of residential and commercial exterior experts is dedicated to delivering the highest quality results, ensuring lifetime protection, unrivaled customer service with dedicated project managers, competitive pricing, and efficient one-day job completion for most residential roofing projects. We stand by our commitment to surpass your expectations with a satisfaction guarantee. As your trusted provider for roof repairs and property renovations, Peak Precision Contracting ensures top-notch quality by using only the finest materials installed by experienced professionals. Our multi-division company excels in a range of construction services, including siding, gutters, masonry, windows, insulation, renovations, remodels, and various commercial construction projects. By self-performing 90% of our work, we eliminate the middleman, providing a superior customer experience backed by our workmanship guarantee.
Krista Lorenzo | Pittsburgh Realtor | Coldwell Banker Realty
In the dynamic real estate market of 2023, Krista Lorenzo has distinguished herself as a top-tier realtor with unparalleled results. Her listings typically sell within just 10 days, a stark contrast to the West Penn MLS average of 55 days. Moreover, Krista's sellers often receive an impressive 102% of their asking price, significantly higher than the West Penn MLS average of 97%.
Menninger & Associates - Certified Financial Planner
Menninger & Associates is a Certified Financial Planner institution located at 820 Adams Avenue in Trooper, Pennsylvania, United States. They offer a variety of financial services and insights to help clients navigate the complex world of finance. Their Weekly Market Recap provides the latest economic news and insights, along with a summary of the U.S. stock market performance from the previous week. Additionally, they offer monthly articles on Tricks of the Trade to help clients stay ahead in the financial market.
Menninger & Associates - Certified Financial Planners
Menninger & Associates - Certified Financial Planners is a finance institution located at 1035 B Mill Creek Drive in Feasterville-Trevose, Pennsylvania, United States. They offer a range of financial services, including market insights through their Weekly Market Recap and educational articles written by their team of experts. With a focus on fiduciary responsibility, the team at Menninger & Associates ensures that clients' best interests are always put first. They also have two young CFPs, Kyle Ryan and Thomas Elms, who provide a fresh perspective on finance through their show Fresh Finance. As a firm that values community involvement, Menninger & Associates hosts an annual charity golf outing to raise money for local charities. Over the years, they have raised over $30,000 for various causes. They work with clients in over 20 states, offering financial planning and investment management services through video conferences to ensure top-notch service regardless of location.
Carlos Mayer-Costa, MD
Carlos Mayer-Costa, MD, is a board-certified family medicine physician committed to providing comprehensive and compassionate healthcare to his patients. With a medical degree from the University of Medicine and Dentistry of New Jersey and a completed Family Medicine residency at UPMC St. Margaret, Dr. Mayer-Costa brings extensive knowledge and experience to his practice.Clinical Interests: Dr. Mayer-Costa specializes in treating adults with both acute and chronic medical conditions. His clinical approach is characterized by attentiveness and personalized care, ensuring that each patient receives the best possible treatment tailored to their individual needs.Professional Affiliations: - Member of the American Academy of Family Physicians
WesBanco Bank
WesBanco Bank, located at 1427 7th Avenue in Beaver Falls, Pennsylvania, is a trusted financial institution dedicated to providing a comprehensive range of banking and financial services to its customers. As a member of the FDIC and an Equal Housing Lender, WesBanco prides itself on its commitment to security, customer service, and community involvement.Services Offered: - Personal Banking: WesBanco offers a variety of personal banking services including checking and savings accounts, loans, and credit cards. Their all-in-one checking account includes features like Advance Paycheck Access, which allows customers to receive their paychecks up to two days early. - Online Banking: The bank provides robust online banking services, including the ability to submit service requests, view full account and routing numbers, and access digital banking demos. Customers should note that Internet Explorer is no longer supported for online banking access.
ESSA Bank and Trust
Welcome to ESSA Bank & Trust, your trusted financial partner located at 975 Pennsylvania 390, Cresco, Pennsylvania. We are a full-service bank dedicated to providing exceptional banking services to individuals, businesses, and communities throughout the region. As a Member FDIC institution, we offer a wide range of deposit products and financial services tailored to meet your needs. At ESSA Bank & Trust, we understand the importance of convenience and accessibility. While our corporate offices and branches will be closed in observance of Labor Day on Monday, September 2, 2024, our online banking and mobile apps remain available 24/7 to assist you with your banking needs anytime, anywhere.
WesBanco Bank
WesBanco Bank, located at 2293 Brodhead Road, Aliquippa, Pennsylvania 15001, is a trusted financial institution dedicated to providing comprehensive banking and financial services to the local community. As a member of the FDIC and an Equal Housing Lender, WesBanco Bank ensures the security and reliability of your financial transactions and investments. At WesBanco Bank, we offer a wide range of services, including personal and business banking, loans, credit cards, and insurance products. Our all-in-one checking accounts come with features like Advance Paycheck Access, allowing you to get paid up to two days early. We also provide competitive loan and credit card options to meet your financial needs, whether you're looking to borrow a lump sum or require revolving credit.
WesBanco Bank
WesBanco Bank, located on Duncan Avenue in Pittsburgh, PA, is a trusted financial institution dedicated to providing a comprehensive range of banking and financial services. As part of the broader WesBanco network, this branch offers personalized banking solutions to meet the diverse needs of the community. Services Offered:
WesBanco Bank
WesBanco Bank is a trusted financial institution providing a full spectrum of banking and financial services to the Pittsburgh community. Conveniently located at 5035 Curry Road, our branch is dedicated to helping individuals and businesses achieve their financial goals with a range of products and services tailored to meet diverse needs.
WesBanco Bank
WesBanco Bank, located at 701 Corporation Street, Beaver, Pennsylvania 15009, is a trusted financial institution dedicated to providing a comprehensive range of banking and financial services. As a member of the FDIC and an Equal Housing Lender, WesBanco is committed to maintaining the highest standards of security, privacy, and customer service. WesBanco offers a variety of services including personal banking, business banking, loans, credit cards, and investment products. They are known for their innovative banking solutions, including their enhanced personal Online Banking system, which features tools such as Advance Paycheck Access, digital banking demos, and the ability to submit service requests online. Their Online Account Opening Service allows customers to conveniently open accounts and manage their finances electronically.
WesBanco Bank
WesBanco Bank: Your Trusted Financial Partner Located at 728 Washington Road, Pittsburgh, Pennsylvania 15228, WesBanco Bank is a premier financial institution dedicated to providing exceptional banking and financial services to the local community. As a well-established bank, WesBanco offers a comprehensive range of services, including personal and business banking, loans, credit cards, and investment products.
WesBanco Bank
WesBanco Bank, located at 3300 Brighton Road, Pittsburgh, Pennsylvania, is a trusted financial institution dedicated to providing comprehensive banking and financial services to the local community. As a Member FDIC and Equal Housing Lender, WesBanco offers a range of products and services designed to meet the diverse needs of its customers. #### Services Offered:
ESSA Bank and Trust
Welcome to ESSA Bank & Trust - Your Trusted Financial Partner in East Stroudsburg Located at 75 Washington Street, East Stroudsburg, Pennsylvania, ESSA Bank & Trust is committed to providing comprehensive banking and financial services to our community. As a full-service bank, we offer a range of solutions including personal and business banking, commercial lending, and financial advisory services. Our convenient ATM services ensure you have access to your funds whenever you need them.
WesBanco Bank
WesBanco Bank, located at 1793 Mercer Road in Ellwood City, Pennsylvania, is a trusted financial institution dedicated to serving the banking and financial needs of the local community. As a full-service bank, WesBanco offers a comprehensive range of financial services including personal and business banking, loans, credit cards, and investment services. Key Features and Services:
Eric Robert Magda, MD
Dr. Eric Magda is a highly respected and dual-board certified physician specializing in anesthesiology and pain medicine. Certified by the American Board of Anesthesiology, Dr. Magda brings a wealth of expertise and compassionate care to his patients. He serves as a Clinical Assistant Professor in the Department of Anesthesiology and Perioperative Medicine, reflecting his dedication to both patient care and medical education. Dr. Magda completed his residency and fellowship at the prestigious University of Pittsburgh School of Medicine and earned his medical degree from Drexel University College of Medicine. He currently practices at UPMC Pain Management at UPMC Jameson and is affiliated with multiple UPMC facilities including UPMC East, UPMC Altoona, UPMC St. Margaret, UPMC Shadyside, UPMC Passavant, UPMC Presbyterian, UPMC Mercy, and UPMC Horizon.
Talen Energy - Lower Mount Bethel Power Plant
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.
Martin's Financial Consulting Group - Ameriprise Financial Services, LLC
Martin's Financial Consulting Group - Ameriprise Financial Services, LLC is a finance institution located at 107 West State Street, Kennett Square, Pennsylvania, United States. Led by Bronwyn Martin, a Five Star Wealth Manager for 2023, we offer personalized financial planning services tailored to your individual goals and risk tolerance. Our team provides investment recommendations, asset allocation strategies, and portfolio analysis to help you achieve your financial objectives, whether it's retirement planning, education savings, or purchasing a second home. We prioritize what matters most to you and regularly review your progress towards your goals, adjusting our approach as your life circumstances change. With secure online access, you can track your investments and accounts from any device. We strive to help you be financially prepared for both your aspirations and unexpected events like job loss, disability, or premature death of a loved one.
WesBanco Bank - ATM
WesBanco Bank - ATM, conveniently located at 2000 Horizon Vue Drive in Canonsburg, Pennsylvania, is your reliable destination for all your financial needs. As part of the WesBanco family, this ATM provides quick and secure access to your funds, ensuring you can manage your finances efficiently.
WesBanco Bank - ATM
WesBanco Bank, located at 312 Beverly Road in Pittsburgh, Pennsylvania, offers a convenient and reliable ATM service that caters to your financial needs. As a trusted financial institution, WesBanco provides a range of banking services designed to help you manage your finances efficiently. Key Features:
Janice White
Welcome to Janice White, your trusted partner in wealth management located at 165 Township Line Road, Jenkintown, Pennsylvania. Specializing in finance, we are dedicated to helping you achieve your financial goals through comprehensive strategies and personalized advice tailored to your unique needs. Our team is proud to serve small business owners, families, and high-net-worth individuals with a commitment to excellence recognized by prestigious accolades such as the Five Star award and the 2021 & 2022 Best in State Wealth Advisor by Forbes Shook Research. At Janice White, we believe in a collaborative approach that leverages diverse perspectives and decades of industry experience. This allows us to provide holistic advice that helps clients navigate the complexities of managing their assets. Our commitment to transparency ensures that you understand how we are compensated, aligning our success with yours for long-term prosperity.
Michelle Dydak
Welcome to Michelle Dydak - Your Trusted Wealth Management Partner in Jenkintown, PA Located at 165 Township Line Road, Jenkintown, Pennsylvania, Michelle Dydak is a premier wealth management team dedicated to helping you achieve your financial goals. Specializing in providing comprehensive financial and investment advice, we primarily serve small business owners, families, and high net worth individuals.
Nearby cities:
- Aliquippa
- Bangor
- Beaver
- Beaver Falls
- Canonsburg
- Cranberry Township
- East Stroudsburg
- Ellwood City
- Feasterville-Trevose
- Jenkintown
- Kennett Square
- New Castle
- Philadelphia
- Pittsburgh
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