Individual financial planning services in New Hope, Pennsylvania

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.

Welcome to BB&T Insurance Services, your trusted partner for comprehensive insurance solutions in New Hope, Pennsylvania. Conveniently located at 6444 Lower York Road, our agency is dedicated to serving the diverse needs of individuals, families, and businesses in the community. With a commitment to personalized service and expert guidance, we offer a wide array of insurance products tailored to protect what matters most to you. Whether you're seeking coverage for your home, automobile, or business, our experienced team is here to help you navigate the complexities of insurance with ease and confidence. At BB&T Insurance Services, we pride ourselves on building lasting relationships with our clients, ensuring peace of mind and security for the future. Visit us today to discover how we can assist you in safeguarding your assets and achieving your financial goals.

The New Ellis Group is a leading institution located at 1 Woodside Lane in New Hope, Pennsylvania, United States. We are dedicated to providing top-notch services in the fields of finance, business consulting, and strategic planning. Our team of experts offers personalized solutions to help individuals and businesses achieve their goals and maximize their potential. With a commitment to excellence and innovation, The New Ellis Group is your trusted partner for success.

Scott Utterback is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road in New Hope, Pennsylvania, United States. Scott 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®. Scott specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, estate planning, retirement planning, and investment strategies, Scott is dedicated to helping clients achieve their financial goals with integrity and professionalism.

Frank Policare is a financial advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road in New Hope, Pennsylvania, United States. Frank Policare 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Frank Policare's expertise in asset management, retirement planning, estate planning, insurance products, investment strategies, and financial planning for various client needs. Frank Policare is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a commitment to ethics and ongoing education, Frank Policare ensures that clients receive the highest level of service and expertise in their financial planning journey.

Gerald Barlow is a Financial Advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Gerald Barlow 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Gerald Barlow specializes in providing expert financial advice and planning services for individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and professional expertise, Gerald Barlow is dedicated to helping clients achieve their financial goals and secure their financial future.

Lisa Policare is a Financial Advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road in New Hope, Pennsylvania, United States. Lisa holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, investment strategies, retirement planning, and other financial services. Lisa is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Lisa is committed to helping her clients achieve their financial goals.

Christopher John Kelly is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Christopher 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®, 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 demonstrate his expertise in asset management, retirement planning, estate planning, investment management, and more. With a focus on providing comprehensive financial planning services, Christopher John Kelly is dedicated to helping individuals and families achieve their financial goals.

Pat Trauger is a financial advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Pat Trauger 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, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Pat Trauger offers comprehensive financial planning services for individuals and businesses, focusing on asset management, retirement planning, estate planning, insurance products, investment strategies, and more. With a commitment to ethical practices and ongoing education, Pat Trauger is dedicated to helping clients achieve their financial goals.

Mackenzie Roedel is a Financial Advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Mackenzie 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®. These certifications cover a wide range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Mackenzie is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With expertise in various areas of financial planning, Mackenzie is committed to helping clients achieve their financial goals and secure their financial future.

New Hope Partners LLP is a leading financial institution located at 11 West Bridge Street in the charming town of New Hope, Pennsylvania. With a strong commitment to providing top-notch financial services to its clients, New Hope Partners LLP offers a wide range of investment and wealth management solutions tailored to meet the unique needs of each individual. The institution prides itself on its team of experienced professionals who are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, New Hope Partners LLP is the trusted partner you can rely on. Visit us today to learn more about how we can help you build a secure financial future.

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 Joseph D Amore - Associate Financial Advisor at Ameriprise Financial Services, LLC, located in the heart of New Hope, Pennsylvania. Situated at 6444 Lower York Road, our office is dedicated to providing exceptional financial advisory services tailored to meet your unique needs. Joseph D Amore is committed to guiding you through the complexities of financial planning with professionalism and expertise. As a trusted financial advisor, Joseph holds numerous prestigious certifications, ensuring a broad and deep understanding of various financial disciplines. With the AAMS™ (Accredited Asset Management Specialist™) designation, Joseph adheres to a strict code of ethics and has completed comprehensive coursework that equips him to address real-world asset management challenges. This certification covers critical topics such as asset allocation, investment strategies, estate planning, and more.

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.

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 Tayler D'Alessandro - State Farm Insurance Agent, your trusted local insurance provider in Pittsburgh, PA. As a woman-owned small business, we take immense pride in offering personalized insurance solutions to our community. Tayler D'Alessandro, the owner, is a dedicated mother to a young child, Luca, and a passionate advocate for special needs and inclusion. With a love for travel and everything Pittsburgh has to offer, Tayler brings a unique and heartfelt approach to her business.

Christian Baird Jr. - State Farm Insurance Agent is a reputable insurance agency located at 5878 Easton Road, Plumsteadville, Pennsylvania. With over 47 years of experience in the insurance industry, Christian Baird Jr. and his team specialize in providing auto insurance, homeowners insurance, life insurance, business insurance, and financial services. They cater to customers in Bucks County, Montgomery County, Philadelphia County, and Delaware County, offering personalized services and assistance with insurance needs. As an alumni of St. Joseph's University and a member of various insurance industry organizations, Christian Baird Jr. is dedicated to serving the community and supporting organizations such as Habitat for Humanity. The agency also provides valuable information on saving for college, safe driving tips, and legacy planning for grandparents.

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.

The First National Bank & Trust Company, located at 408 Lower York Road in New Hope, Pennsylvania, is a full-service institution offering ATM, banking, and financial services. The online banking portal has recently been redesigned for a better user experience. The Solebury branch provides personal and business banking and loan services to individuals and companies in the surrounding areas. Established in 1999, the branch is handicap accessible with drive-up banking and ATM services available. With Saturday morning hours, The First is dedicated to providing exceptional customer service to the community. As Bucks County's oldest independent community bank, The First prides itself on customer loyalty and reinvesting profits back into the local community. Branch Managers Jean Heath and Brad Kuder are available to assist with any banking needs. Visit The First National Bank & Trust Company to experience personalized banking solutions and quick decision-making from a team of experts. Please note that links on the website may redirect you to other sites, and The First is not responsible for their content. Thank you for visiting The First National Bank & Trust Company's website.

Rockwood Wealth Management is a reputable finance institution located at 6464 Lower York Road in the charming town of New Hope, Pennsylvania, United States. With a team of experienced financial advisors, Rockwood Wealth Management offers personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Rockwood Wealth Management is dedicated to providing expert guidance and tailored solutions. Trustworthy, reliable, and committed to excellence, Rockwood Wealth Management is the go-to institution for all your financial needs.

Catherine A. Ponist, CPA is a reputable accounting and finance institution located at 1950 Durham Road in New Hope, Pennsylvania. With years of experience and expertise in the field, Catherine A. Ponist and her team provide professional accounting services to individuals and businesses in the area. Whether you need assistance with tax preparation, financial planning, or bookkeeping, you can trust Catherine A. Ponist, CPA to deliver accurate and reliable results. Contact them today to schedule a consultation and take control of your financial future.

Sapient Investments is a leading finance institution located at 37 Hillside Lane in New Hope, Pennsylvania, United States. With a focus on strategic investments and financial planning, Sapient Investments offers personalized services to help clients achieve their financial goals. Their team of experienced professionals provides expert guidance and innovative solutions to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or invest in the future, Sapient Investments is dedicated to helping you make informed decisions and secure your financial future.

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:

Welcome to Cage Free Projects and Poni TV, your trusted partner in innovative financial solutions. Conveniently located at 78 Towpath Street in the charming town of New Hope, Pennsylvania, we are dedicated to empowering individuals and businesses with the financial tools they need to succeed. Our expert team offers a range of services tailored to meet your unique financial needs, ensuring transparency, integrity, and personalized attention in every interaction. At Cage Free Projects and Poni TV, we believe in breaking the mold of traditional finance, providing you with the freedom and flexibility to achieve your financial goals. Visit us today and discover how we can help you navigate your financial journey with confidence and clarity.

Welcome to Nationwide Insurance: Gannon Insurance Associates Inc., your trusted insurance agency located at 2709 East Allegheny Avenue, Philadelphia, Pennsylvania. We are dedicated to providing comprehensive insurance solutions tailored to meet your unique needs. Whether you're looking to protect your vehicle, home, business, or family, our team is here to guide you every step of the way. Auto Insurance You Can Trust At Gannon Insurance Associates, we understand the importance of safeguarding one of your largest investments—your vehicle. We offer a range of auto insurance options, ensuring you have the right coverage without paying for more than you need. Our experts are here to help Philadelphia drivers navigate the complexities of liability, personal injury protection, comprehensive, collision, and under/uninsured motorist coverage. Contact us to discuss your auto insurance needs and ensure your plan is up-to-date.

The James Taylor Agency, Inc. is a reputable insurance agency located at 17 Village Row in New Hope, Pennsylvania, United States. With a strong focus on providing personalized and reliable insurance solutions, our team of experienced professionals is dedicated to helping clients find the coverage that best fits their needs. Whether you are looking for auto, home, life, or business insurance, we are committed to offering exceptional service and competitive rates. Trust The James Taylor Agency, Inc. to protect what matters most to you.

Deutsch & Thomas, Inc. is a reputable institution located at 6542-A Lower York Road in New Hope, Pennsylvania, United States. With a strong track record of providing comprehensive financial and business consulting services, Deutsch & Thomas, Inc. is a trusted partner for individuals and businesses looking to achieve their financial goals. Their team of experienced professionals offers personalized solutions tailored to each client's unique needs, ensuring a high level of customer satisfaction. Whether you are seeking assistance with financial planning, investment strategies, or business development, Deutsch & Thomas, Inc. is dedicated to helping you succeed.

Augenblick & Company, P.C. is a reputable accounting and finance institution located at 4 Market Place in New Hope, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, financial planning, or auditing, Augenblick & Company, P.C. is dedicated to providing top-notch service and expert advice. Visit them today to see how they can help you achieve your financial goals.

Penn Community Bank is a trusted financial institution located at 275 West Bridge Street in New Hope, Pennsylvania. As a full-service bank, we offer a wide range of financial services including personal and business banking, loans, mortgages, and investment options. Our convenient ATM services make it easy for customers to access their funds anytime, anywhere. With a commitment to providing exceptional customer service and financial solutions, Penn Community Bank is dedicated to helping individuals and businesses achieve their financial goals.