The 30 Best Individualized financial plans in Clarks Summit, Pennsylvania

Yoder Insurance Inc - Clarks Summit Office is a reputable insurance agency located at 3 Abington Executive Park in Clarks Summit, Pennsylvania, United States. They specialize in providing a wide range of insurance products and services to meet the needs of individuals and businesses in the area. With a team of experienced agents, they are dedicated to helping clients find the right coverage at competitive rates. Whether you need auto, home, life, or business insurance, Yoder Insurance Inc is committed to providing excellent customer service and tailored solutions to protect what matters most to you. Visit their office today to discuss your insurance needs and receive personalized assistance.

Stockdale Financial Group is a reputable finance institution located at 214 Front Street in Clarks Summit, Pennsylvania, United States. With a team of experienced financial advisors, Stockdale Financial Group offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, insurance, or estate planning, Stockdale Financial Group is dedicated to providing personalized solutions tailored to your specific needs. Trust Stockdale Financial Group to help you navigate the complexities of the financial world and secure a stable financial future.

Ellen Burkey is a Financial Advisor at Ameriprise Financial Services, LLC located at 604 South State Street, Clarks Summit, Pennsylvania, United States. Ellen 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®, 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®. Ellen provides comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With expertise in asset management, estate planning, investment strategies, risk management, and more, Ellen is dedicated to helping clients achieve their financial goals. Contact Ellen Burkey today for personalized financial advice tailored to your unique needs and objectives.

Edward Jones - Financial Advisor: Chuck Parry, CFP®|AAMS™|CRPC™ is a leading financial institution located at 406 South State Street, Clarks Summit, Pennsylvania, United States. With a team of highly qualified professionals, including Chuck Parry who is a Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™), the institution offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management solutions, Edward Jones - Financial Advisor: Chuck Parry, CFP®|AAMS™|CRPC™ is dedicated to providing personalized and comprehensive financial guidance to its clients.

1st Financial Investments, Inc. is a reputable finance and insurance agency located at 116 North State Street in Clarks Summit, Pennsylvania, United States. With a strong commitment to helping individuals and businesses achieve their financial goals, our experienced team of professionals offers a wide range of services including investment planning, retirement planning, insurance coverage, and more. Whether you are looking to grow your wealth or protect your assets, 1st Financial Investments, Inc. is dedicated to providing personalized solutions tailored to your unique needs. Visit us today to learn how we can help secure your financial future.

Joseph Barrasse - Prudential Financial is a reputable finance and insurance agency located at 3 Abington Executive Park in Clarks Summit, Pennsylvania, United States. With a strong focus on providing comprehensive financial solutions and reliable insurance products, the institution is dedicated to helping individuals and businesses achieve their financial goals and secure their future. The experienced professionals at Joseph Barrasse - Prudential Financial are committed to offering personalized services and tailored recommendations to meet the unique needs of each client. Whether you are looking for retirement planning, investment management, or insurance coverage, you can trust Joseph Barrasse - Prudential Financial to provide expert guidance and support every step of the way.

Peter Barrasse - Prudential Financial is a reputable finance and insurance agency located at 3 Abington Executive Park in Clarks Summit, Pennsylvania, United States. With a strong focus on providing top-notch financial services and insurance products, this institution is dedicated to helping individuals and businesses secure their financial futures. Whether you are looking for retirement planning, investment advice, or insurance coverage, the experienced professionals at Peter Barrasse - Prudential Financial are here to assist you every step of the way. Trustworthy, reliable, and committed to excellence, this institution is a trusted partner for all your financial and insurance needs.

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.

1st Financial Tax Services, LLC is a trusted accounting and finance institution located at 116 North State Street in Clarks Summit, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of tax services and financial solutions to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, 1st Financial Tax Services, LLC is dedicated to providing personalized and reliable services to help you achieve your financial goals.

Jessica Booth - Prudential Financial is a reputable finance and insurance agency located at 3 Abington Executive Park in Clarks Summit, Pennsylvania, United States. With a strong commitment to providing personalized financial solutions and comprehensive insurance coverage, clients can trust in the expertise and professionalism of the team at Jessica Booth - Prudential Financial. Whether you are looking for retirement planning, investment strategies, or insurance options, this institution is dedicated to helping you achieve your financial goals and secure your future. Contact them today to learn more about their services and how they can assist you in managing your finances effectively.

Welcome to Ellen Burkey - Financial Advisor, part of Ameriprise Financial Services, LLC, located at 616 Main Street in Honesdale, Pennsylvania. Our mission is to provide personalized financial guidance tailored to meet the unique needs of each client. With an impressive array of certifications and designations, Ellen Burkey is equipped to assist clients in navigating the complexities of financial planning. Ellen holds several prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠. These credentials signify her commitment to ethical practices and her expertise in areas such as asset management, estate planning, retirement strategies, and investment opportunities for individuals and small business owners. Ellen's diverse qualifications also extend to areas like behavioral finance, philanthropy, annuities, and the financial nuances of divorce and estate planning.

Cawley, Johnson & Sanders, PC is a reputable accounting and finance institution located at 1310 Lackawanna Trail in Clarks Summit, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, audit, bookkeeping, and financial planning. Their commitment to excellence and client satisfaction sets them apart as a trusted partner for individuals and businesses seeking expert financial guidance.

Whitbeck Insurance Agency Inc, located at 504 North State Street in Clarks Summit, Pennsylvania, is a full-service insurance agency established in 1964 by Alex B. Yerabek. As a family business, we provide a range of insurance services including auto/car insurance, homeowners insurance, and business/commercial insurance. Our goal is to help you protect your assets and provide financial security for you and your family. Whether you need liability coverage for your car, protection for your home, or insurance for your business, we are here to help. Contact us today to learn more about our individualized life insurance products and how we can meet your specific needs. Whitbeck Insurance Agency Inc is your trusted partner for insurance in Clarks Summit and throughout Pennsylvania.

Kanarek Family Insurance Agency is a trusted insurance agency located at 103 South State Street in Clarks Summit, Pennsylvania. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are in need of auto, home, life, or business insurance, we are here to help you find the coverage that fits your budget and lifestyle. With years of experience in the industry, you can trust Kanarek Family Insurance Agency to protect what matters most to you. Contact us today for a free quote and see how we can help you secure your future.

Fidelity Bank is a trusted financial institution located at 1311 Morgan Highway in Clarks Summit, Pennsylvania, United States. As a leading provider of banking services, Fidelity Bank offers convenient ATM access for customers to easily manage their finances. With a commitment to exceptional customer service and a wide range of financial products, Fidelity Bank is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the difference of banking with Fidelity Bank.

Citizens Savings Bank is a trusted financial institution located at 538 South State Street in Clarks Summit, Pennsylvania. As a full-service bank, we offer a range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services make it easy for customers to access their funds 24/7. With a commitment to excellent customer service and a long history of serving the community, Citizens Savings Bank is the go-to destination for all your banking needs in Clarks Summit.

Block Advisors is a leading accounting and finance institution located at 233 Northern Boulevard in Clarks Summit, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping services, Block Advisors is here to help you navigate the complexities of the financial world. Trust us to help you achieve your financial goals and secure a stable future.

Daniel Fuhr is a reputable finance institution located at 1142 Northern Boulevard in Clarks Summit, Pennsylvania, United States. With a focus on providing top-notch financial services, Daniel Fuhr offers expert advice and solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or wealth management, the experienced team at Daniel Fuhr is dedicated to providing personalized and tailored solutions to meet your specific needs. Trust Daniel Fuhr for all your financial needs and let their expertise guide you towards a secure financial future.

Lynn S. Evans is a finance institution located at 3 Abington Executive Park in Clarks Summit, Pennsylvania, United States. Specializing in financial planning and wealth management, Lynn S. Evans offers personalized services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, the institution strives to empower individuals to make informed decisions about their money. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Lynn S. Evans can provide the expertise and support you need to secure your financial future.

H & H Tax Services is a trusted accounting and finance institution located at 821 Fairview Road in Clarks Summit, Pennsylvania, United States. Our experienced team is dedicated to assisting you, your family, and your business with a wide range of services including accounting, payroll, tax preparation, and tax planning. Since 1990, H & H Tax Services has been serving the greater Scranton area, staying current with certifications and seminars to ensure we are knowledgeable about tax law, regulations, and best practices. Our team has developed strategies for both business and individual clients, working tirelessly to tackle your most pressing financial issues.

NJC Investments is a finance institution located at 281 East Grove Street in Clarks Summit, Pennsylvania, United States. We specialize in providing expert financial advice and investment opportunities to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to helping you make informed decisions and grow your wealth. Contact us today to learn more about how NJC Investments can help you secure your financial future.

Joseph Esposito - Raymond James is a finance institution located at 200 Abington Executive Park in Clarks Summit, Pennsylvania, United States. Specializing in financial services, the team at Joseph Esposito - Raymond James is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert advice. With a focus on building long-term relationships and providing top-notch customer service, this institution is a trusted partner for individuals and businesses looking to secure their financial future.

James R Verano is a reputable accounting and finance institution located at 315 Davis Street in Clarks Summit, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment management, James R Verano is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart from other financial institutions in the area. Visit James R Verano today and take the first step towards securing your financial future.

AAA Tax Practices, LLC is a reputable accounting and finance institution located at 395 Bedford Street in Clarks Summit, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and consulting. Clients can rely on AAA Tax Practices, LLC for expert advice and assistance with their financial needs.

Zim Donna M CPA is a reputable accounting and finance institution located at 5 Zimmerman Street in Clarks Summit, Pennsylvania, United States. With years of experience and expertise in the field, Zim Donna M CPA offers a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, the dedicated team at Zim Donna M CPA is here to assist you every step of the way. Trustworthy, reliable, and professional, Zim Donna M CPA is your go-to institution for all your accounting and finance needs.

Zen Tax Office P.C. is a reputable accounting and finance institution located at 319 North State Street in Clarks Summit, Pennsylvania, United States. With a team of experienced professionals, Zen Tax Office P.C. offers a wide range of services including tax preparation, financial planning, bookkeeping, and payroll services. Clients can expect personalized attention and expert advice to help them navigate the complexities of tax and financial matters. Whether you are an individual or a business owner, Zen Tax Office P.C. is dedicated to providing top-notch service and helping you achieve your financial goals.

Amy V. Hollander, CPA is a reputable accounting firm located at 421 South State Street in Clarks Summit, Pennsylvania. With years of experience in the field, Amy V. Hollander and her team provide professional and reliable accounting services to individuals and businesses in the area. Specializing in tax preparation, financial planning, and bookkeeping, they strive to help their clients achieve their financial goals. Whether you need assistance with tax filing or strategic financial advice, Amy V. Hollander, CPA is dedicated to providing top-notch service tailored to your specific needs. Contact them today to schedule a consultation and take control of your finances.

Diane Molinaro Certified Public Accountant is a reputable accounting and finance institution located at 301 West Grove Street in Clarks Summit, Pennsylvania, United States. With years of experience and expertise in the field, Diane Molinaro and her team provide top-notch financial services to individuals and businesses alike. Whether you need tax preparation, auditing, or financial planning, you can trust Diane Molinaro CPA to handle your financial needs with professionalism and accuracy. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

Pollack Accounting, Stuart Pollack EA LLC is a reputable accounting and finance institution located at 1127 Lackawanna Trail in Clarks Summit, Pennsylvania, United States. With years of experience and expertise in the field, the institution offers a wide range of services including tax preparation, financial planning, bookkeeping, and more. Stuart Pollack EA, the founder and lead accountant, is dedicated to providing top-notch financial solutions to individuals and businesses alike. Clients can trust Pollack Accounting for accurate, reliable, and personalized financial assistance.

Marvin Pollack CPA is a reputable accounting and finance institution located at 1127 Lackawanna Trail in Clarks Summit, Pennsylvania, United States. With years of experience and expertise in the field, Marvin Pollack CPA provides top-notch financial services to individuals and businesses alike. Their team of certified public accountants offers a wide range of services including tax preparation, auditing, financial planning, and more. Clients can trust Marvin Pollack CPA to provide accurate and reliable financial advice to help them achieve their goals.