TOP 30 Best Independent insurance advisors in Pennsylvania

Merrill Lynch Financial Advisor Timothy McMullen is a leading financial institution located at 417 Lackawanna Avenue in Scranton, Pennsylvania, United States. As a trusted finance expert, Timothy McMullen provides personalized financial advice and guidance to help clients achieve their financial goals. With a strong reputation for integrity and professionalism, clients can trust Merrill Lynch Financial Advisor Timothy McMullen to provide expert financial planning services tailored to their individual needs.

James Keim - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 5000 Tilghman Street, Allentown, Pennsylvania, United States. They offer a wide range of services, including asset management, estate planning, retirement planning, and investment opportunities for retirees and small business owners. The team at James Keim is highly qualified, with certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. They are dedicated to providing expert financial advice and assistance to help clients achieve their financial goals. Whether you need help with portfolio management, estate planning, or retirement planning, James Keim - Financial Advisor, Ameriprise Financial Services, LLC has the expertise to guide you through the process.

Brad Krajsa is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 760 Constitution Drive, Exton, Pennsylvania, United States. Brad holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, wealth transfers, retirement planning, estate planning, and fiduciary practices. Brad specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with investment strategies, insurance products, or estate planning, Brad Krajsa is dedicated to helping you achieve your financial goals. Contact him today to schedule a consultation and start planning for your financial future.

Donald F Weaver - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at Pennsylvania 309, Dallas, Pennsylvania, United States, is a finance institution offering a wide range of services. The institution provides expertise in various financial areas, with professionals holding certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications ensure that the advisors at Donald F Weaver - Private Wealth Advisor have the knowledge and skills necessary to provide expert financial advice and planning for individuals, retirees, small business owners, high net worth clients, and more. Whether you need assistance with asset management, estate planning, retirement planning, investment strategies, or insurance products, the professionals at Ameriprise Financial Services, LLC are equipped to help you navigate your financial goals.

Joseph Petry, a Financial Advisor at Ameriprise Financial Services, LLC, located at 1045 South Cedar Crest Boulevard in Allentown, Pennsylvania, offers a wide range of expertise in financial planning and asset management. With certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Joseph Petry is dedicated to providing personalized and comprehensive financial services to individuals, retirees, small business owners, and high net worth clients. Whether you need help with estate planning, investment strategies, retirement planning, or insurance products, Joseph Petry has the knowledge and experience to guide you through complex financial decisions. Contact Joseph Petry at Ameriprise Financial Services, LLC for expert financial advice tailored to your unique needs.

TCI Advisors is a leading finance and insurance agency located at 1055 South Hanover Street in Pottstown, Pennsylvania, United States. With a team of experienced advisors, TCI offers a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to risk management, TCI Advisors is dedicated to providing personalized solutions tailored to each client's unique needs. Contact us today to learn more about how we can help you secure your financial future.

Thaddeus Kenny is a Financial Advisor at Ameriprise Financial Services, LLC located at 421 South State Street, Clarks Summit, Pennsylvania, United States. Thaddeus Kenny holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Thaddeus Kenny specializes in providing comprehensive financial planning services to individuals and small business owners, with a focus on asset management, retirement planning, estate planning, insurance products, and investment opportunities. Thaddeus Kenny is dedicated to upholding the highest ethical standards and providing expert guidance to clients in achieving their financial goals.

Dimitry Belokopyty is a Financial Advisor at Ameriprise Financial Services, LLC located at 855 Springdale Drive, Exton, Pennsylvania, United States. Dimitry holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, and more. Dimitry is dedicated to providing expert financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Contact Dimitry Belokopyty for comprehensive financial planning services tailored to your specific needs.

Brian Duelfer, a financial advisor at Ameriprise Financial Services, LLC, located at 3701 Corporate Parkway in Pennsylvania, United States, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Brian provides personalized investment, asset allocation, and portfolio recommendations. Regular meetings are held to review progress, update strategies, and track goals. Clients have secure access to their investments and accounts from any device. If you have questions or would like to schedule a complimentary initial consultation, Brian is available to discuss retirement planning, education savings, major purchases, and more. Through the Retirement InteractiveSM tool,, clients can explore potential challenges that may impact their retirement income.

Thomas Bradshaw - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 3701 Corporate Parkway in Pennsylvania, United States, is a reputable finance institution offering a wide range of services to meet the diverse needs of individuals seeking expert financial advice. Thomas Bradshaw holds various prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating his commitment to upholding the highest standards of professionalism and ethics in the industry. With specialized knowledge in areas such as estate planning, investment management, retirement planning, and insurance products, Thomas Bradshaw is well-equipped to provide tailored financial solutions to clients, whether they are retirees, small business owners, or high net worth individuals. By leveraging his expertise and experience, Thomas Bradshaw aims to help clients achieve their financial goals and secure their financial future.

Waseem Khan - TD Wealth Financial Advisor is a finance institution located at 2712 Easton Avenue, Bethlehem, Pennsylvania, United States. With over 175 advisors ready to connect with clients, TD Wealth offers a range of banking, lending, investment, and trust services through TD Bank. Securities and investment advisory services are available through TD Private Client Wealth LLC, a registered investment adviser and broker-dealer. Additionally, Epoch Investment Partners, Inc. provides investment management services to TD Wealth. TD Investment Services (US) and TD Automated Investing are digital platform offerings, while High Net Worth and TD Investment Services (US) are fully managed account options. TD Wealth Management Services Inc. offers insurance products, and TD Bank, N.A. and its affiliates are committed to providing comprehensive financial services to clients. Please read the Legal Disclaimers for more information.

Shawn C Smith - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 790 Penllyn Blue Bell Pike, Blue Bell, Pennsylvania, United States. The institution offers a wide range of certifications and designations to provide expert financial advice to individuals and businesses. Some of the certifications include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. The institution is dedicated to providing comprehensive financial planning services to meet the needs of all clients, including retirees, small business owners, high net worth individuals, and those planning for retirement. With a focus on ethics and expertise, Shawn C Smith - Financial Advisor, Ameriprise Financial Services, LLC is committed to helping clients achieve their financial goals with confidence and peace of mind.

Wells Fargo Advisors is a renowned financial institution located at 400 Main Street in Stroudsburg, Pennsylvania, United States. As a leading provider of financial services, they offer a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced advisors, Wells Fargo Advisors is dedicated to providing personalized guidance and support to help clients make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Wells Fargo Advisors is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Christen Martin, Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1000 Germantown Pike in Plymouth Meeting, Pennsylvania, offers a wide range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Christen Martin is equipped to assist individuals with asset management, retirement planning, estate planning, investment strategies, and insurance products. Specializing in areas such as wealth transfers, federal taxation, and financial planning for domestic partners, Christen Martin is dedicated to providing comprehensive and personalized financial advice. Whether you are a retiree, small business owner, high net worth client, or individual in need of specialized financial planning, Christen Martin has the knowledge and experience to guide you towards your financial goals. Contact Christen Martin today for expert financial advice and assistance.

Andrew J Boneparth is a Financial Advisor at Ameriprise Financial Services, LLC, located at 5 East Germantown Pike in Plymouth Meeting, Pennsylvania, United States. As a financial institution, Ameriprise offers a range of financial services to help individuals achieve their financial goals. Each Ameriprise advisor, like Andrew J Boneparth, has their own "Top areas of focus" to cater to the specific needs of their clients. You can review Andrew's background, credentials, and experience to see if his approach aligns with your financial goals. If you are interested in working with Andrew, you can fill out a "Request consultation" form to schedule a complimentary initial consultation. This is a great opportunity to discuss your financial needs and see how Andrew can help you reach your financial goals.

Sean Michael Pearson is a Financial Advisor at Ameriprise Financial Services, LLC located at 161 Washington Street in Conshohocken, Pennsylvania, United States. Sean holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. As a Certified Financial Planner™, Sean is committed to providing personalized financial planning services to help clients achieve their financial goals. With a strong focus on ethics and professionalism, Sean is dedicated to helping individuals make informed decisions about their finances.

Kevin Leonard - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 161 Washington Street in Conshohocken, Pennsylvania, offers a range of financial services to meet the needs of individuals and small business owners. Kevin Leonard holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, ensuring that he is well-equipped to provide expert advice on asset management, investment strategies, estate planning, retirement planning, and insurance products. With a focus on client assessment, risk/return, and modern portfolio theory, Kevin Leonard provides personalized financial solutions to help clients achieve their financial goals. Whether you are planning for retirement, managing your investments, or preparing for the future, Kevin Leonard is committed to helping you make informed financial decisions. Contact Kevin Leonard today to schedule a consultation and take the first step towards financial security and success.

Paul Rose - Financial Advisor, Ameriprise Financial Services, LLC is a trusted financial institution located at 101 South 3rd Street in Easton, Pennsylvania, United States. With a focus on providing personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance, Paul Rose helps clients track their progress towards financial objectives such as retirement or education. As a member of Ameriprise Financial, Paul Rose is committed to helping clients navigate the complexities of financial planning and investment management. Clients can access their accounts and track progress towards goals securely from any device. Schedule a complimentary initial consultation to learn more about how Paul Rose can assist with achieving financial goals. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC.

Suzanne Kitchen is a Financial Advisor at Ameriprise Financial Services, LLC, located at 790 Penllyn Blue Bell Pike in Blue Bell, Pennsylvania, United States. Suzanne holds several certifications including AAMS™ (Accredited Asset Management Specialist), ADPA™ (Accredited Domestic Partnership Advisor), AEP® (Accredited Estate Planner), AIF® (Accredited Investment Fiduciary), APMA™ (Accredited Portfolio Management Advisor), AWMA℠ (Accredited Wealth Management Advisor), and more. These certifications demonstrate Suzanne's expertise in areas such as asset management, retirement planning, estate planning, and investment strategies. She is also trained in Behavioral Financial Advisory and holds the Chartered Advisor in Philanthropy® (CAP®) designation. Suzanne is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, Suzanne Kitchen is committed to helping clients achieve their financial goals and secure their financial future.

Robert Gorman - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 101 West Elm Street, Conshohocken, Pennsylvania, United States. They offer a range of certifications and designations to ensure they provide the highest level of expertise and service to their clients. From AAMS™ certification to APMA™ designation, their team is well-equipped to handle asset management, investment strategies, estate planning, and more. They also offer specialized certifications such as the Certified Divorce Financial Analyst and the Certified Kingdom Advisor® designation. With a focus on ethical practices and ongoing education, Robert Gorman - Private Wealth Advisor is dedicated to helping individuals and businesses achieve their financial goals.

Dominick Dinofa, Financial Adviser at Karalius & Associates Insurance And Financial Services, LLC, located at 555 East City Avenue in Bala Cynwyd, Pennsylvania, offers world-class financial solutions for successful individuals looking to enhance and preserve their wealth. With over 30 years of experience, the institution believes in a millionaire mindset and helps clients achieve their financial goals at every stage of their journey. The team at Karalius & Associates treats clients like family, providing highly-personalized service to meet their unique needs. They work to help clients attain financial independence and create a lasting legacy for future generations. The institution, led by agents like Dominick Dinofa, is licensed to sell insurance through New York Life Insurance Company and offers securities products and services through NYLIFE Securities LLC. Additionally, they provide advisory services through Eagle Strategies LLC. Karalius & Associates does not provide tax, legal, or accounting advice and is not owned or operated by New York Life Insurance Company or its affiliates.

Robert G Karalius, Financial Advisor at Karalius & Associates Insurance and Financial Services, LLC, is located at 555 East City Avenue, Bala Cynwyd, Pennsylvania, United States. This institution specializes in finance and insurance services, with a focus on providing world-class financial solutions to help successful individuals enhance and preserve their wealth. With over 30 years of experience, Karalius and Associates believe in the mindset of achieving financial success and offer personalized services to help clients reach their goals. The team at Karalius and Associates, including Robert G. Karalius, Patricia M. Andris, Mark C. Weller, Dominick DiNofa, Donna H. Bolno, and Christopher Williams, are licensed to sell insurance through New York Life Insurance Company and other independent insurance companies in various states. They also offer securities products and services through NYLIFE Securities LLC, as well as advisory services through Eagle Strategies LLC.

Merrill Lynch Financial Advisor Marc S Martinelli is a finance institution located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. Nicole Morganheira, a Registered Wealth Management Client Associate with over 22 years of experience, is part of the team. She has the expertise to effectively handle all areas of client service with a positive attitude. The institution focuses on understanding clients' family, goals, and priorities to create personalized financial plans. By utilizing the Investment Personality Assessment, they tailor their approach to help clients pursue their financial goals. The institution offers tools such as the Merrill Personal Wealth Analysis™ to help clients stay on track and adapt their financial approach to reflect changes in their life and goals. Certified by the CFP Board, the institution provides a wide range of financial services and strategies to help clients achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Marc S Martinelli is committed to helping clients navigate the complexities of their financial lives.

Kevin P Bondi is a Financial Advisor at Ameriprise Financial Services, LLC located at 48 West Oakland Avenue, Doylestown, Pennsylvania, United States. Kevin holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kevin specializes in providing financial advice and services to individuals and small business owners, with a focus on asset management, retirement planning, estate planning, and investment strategies. Kevin is dedicated to upholding the highest ethical standards and continuously expanding his knowledge to better serve his clients.

Seth Gansman is a Financial Advisor at Ameriprise Financial Services, LLC located at 790 Penllyn Blue Bell Pike, Blue Bell, Pennsylvania, United States. Seth holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, investment strategies, retirement planning, and fiduciary practices. Seth is dedicated to helping individuals make informed financial decisions and achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Seth Gansman is here to provide personalized and professional financial advice.

Main Line Retirement Advisors is a leading financial institution located in Radnor, Pennsylvania. We specialize in providing expert retirement planning and advisory services to help our clients achieve their financial goals and secure their future. Our experienced team of advisors offers personalized solutions tailored to each client's unique needs and circumstances. Whether you are looking to retire soon or are planning for the future, Main Line Retirement Advisors is here to help you navigate the complexities of retirement planning and make informed financial decisions. Visit us at 150 North Radnor Chester Road to learn more about how we can assist you in securing a comfortable and worry-free retirement.

Anne Holderried is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1717 Langhorne Newtown Road in Langhorne, Pennsylvania, United States. Anne Holderried holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products. With a commitment to ethical practices, Anne Holderried provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for assistance with wealth transfers, retirement planning, or investment opportunities, Anne Holderried has the knowledge and experience to help you achieve your financial goals. Contact her today for expert financial guidance tailored to your specific needs.

Independence Capital Management Inc, located at 600 Dresher Road in Horsham, Pennsylvania, is a finance institution that offers great life insurance solutions that go beyond the traditional expectations. With over 175 years of experience, policyholders have trusted Independence Capital Management Inc to help them get stronger financially. The institution provides support and resources to ensure that clients feel secure today and tomorrow. They offer robust and versatile solutions to fit the unique financial demands of individuals, families, and businesses. Independence Capital Management Inc is dedicated to helping communities become stronger as well. They have a team of financial professionals who are committed to helping clients achieve their financial dreams. The institution has received high ratings from reputable agencies such as AM Best, Moody’s, Standard & Poor’s, Fitch Ratings, and Kroll Bond Rating Agency, reflecting their strong financial strength and ability to meet obligations.

JenG Insurance And Financial Services is a reputable finance and insurance agency located at 1 West Baltimore Avenue in Lansdowne, Pennsylvania, United States. With a strong commitment to providing personalized and comprehensive financial solutions, our experienced team of professionals is dedicated to helping individuals and businesses secure their financial future. Whether you are looking for insurance coverage or financial planning services, JenG Insurance And Financial Services is here to assist you every step of the way. Visit us today to learn more about our wide range of services and how we can help you achieve your financial goals.

Brian Berlin - TD Wealth Financial Advisor is a finance institution located at 2231 Cottman Avenue, Philadelphia, Pennsylvania, United States. As a part of TD Wealth®, a business of TD Bank N.A., the institution offers a wide range of banking, lending, investment, and trust services to its clients. Securities and investment advisory services are available through TD Private Client Wealth LLC, a registered investment adviser and broker-dealer. Additionally, Epoch Investment Partners, Inc. provides investment management services to TD Wealth clients. TD Investment Services (US) is an offering of TD Private Client Wealth, LLC, providing access to non-bank products and services. TD Automated Investing and TD Automated Investing Plus are digital platform offerings, while High Net Worth and TD Investment Services (US) are managed account offerings. TD Wealth Management Services Inc., an insurance agency, offers insurance products to clients. Please read the Legal Disclaimers for more information.