TOP 30 Individuals' retirement planning in Indiana, Pennsylvania

30 results found

First Commonwealth Bank is a trusted financial institution located at 600 Philadelphia Street in Indiana, Pennsylvania. As a full-service bank, we offer a wide range of financial services including savings accounts, checking accounts, loans, mortgages, and investment options. Our ATM services provide convenient access to cash for our customers. In addition, we also offer insurance services to help protect our clients' financial well-being. With a commitment to providing exceptional customer service and personalized financial solutions, First Commonwealth Bank is dedicated to helping individuals and businesses achieve their financial goals.

Johnston & Associates is a reputable accounting and finance institution located at 2851 West Pike Road in Indiana, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, auditing, bookkeeping, or financial planning, Johnston & Associates is dedicated to providing top-notch services tailored to meet your specific needs. Trustworthy and reliable, they are committed to helping you achieve your financial goals.

Holiday Financial Services is a reputable finance institution located at 2340 Warren Road in Indiana, Pennsylvania, United States. Our dedicated team of financial experts is committed to providing top-notch financial services to individuals and businesses in the area. Whether you need assistance with investments, loans, or financial planning, we are here to help you achieve your financial goals. Visit us today and experience the personalized and professional service that sets us apart from the rest.

Marion Center Bank is a trusted financial institution located at 1271 Indian Springs Road in Indiana, Pennsylvania. As a full-service bank, Marion Center Bank offers a wide range of financial products and services to meet the needs of individuals and businesses in the community. With a commitment to personalized service and a strong focus on customer satisfaction, Marion Center Bank is dedicated to helping customers achieve their financial goals. Whether you're looking for a checking account, savings account, loan, or investment services, Marion Center Bank has the expertise and resources to assist you. Visit Marion Center Bank today and experience the difference of banking with a local, community-focused institution.

White Oak Wealth Partners, located at 100 State Street in Erie, Pennsylvania, specializes in creating financial plans and sophisticated tax strategies for business owners, executives, and affluent families. If you're unsure about when you can retire and what lifestyle you'll be able to support, their team of independent advisors can help. They will assess your resources for retirement, determine how much you'll need, when you can retire, and what rate of return you should aim for on your investable assets. Their tax-focused approach aims to minimize asset erosion due to taxation. Please note that specific individualized tax advice is not provided, and it is recommended to discuss your specific tax issues with a qualified tax advisor. White Oak Wealth Partners' transparent fee structure aligns their compensation with your long-term goals, allowing them to create highly sophisticated strategies while delivering exceptional service.

Hafer & Associates, LLC is a reputable finance institution located at 157 Greenview Drive in Indiana, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, Hafer & Associates, LLC is dedicated to providing personalized solutions tailored to your specific needs. Trust in their expertise and dedication to help you secure a stable financial future.

Premier Financial Associates is a leading finance institution located at 665 Philadelphia Street in Indiana, Pennsylvania, United States. Specializing in providing personalized financial solutions, Premier Financial Associates offers a wide range of services including wealth management, retirement planning, investment strategies, and more. With a team of experienced financial advisors, Premier Financial Associates is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to learn how we can help you secure your financial future.

New York Life is an insurance agency located at 674 Philadelphia Street in Indiana, Pennsylvania, United States. With a long-standing reputation for reliability and financial strength, New York Life offers a wide range of insurance products and services to meet the needs of individuals and families. Whether you are looking for life insurance, retirement planning, or investment solutions, New York Life can help you protect and secure your financial future. Trust in New York Life to provide you with the peace of mind and security you deserve.

Edward Jones - Financial Advisor: Geri L Defilippi is a reputable financial institution located at 2340 Warren Road in Indiana, Pennsylvania, United States. As a dedicated financial advisor, Geri L Defilippi provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Geri L Defilippi offers expert advice on investments, retirement planning, and wealth management. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Geri L Defilippi is committed to providing tailored solutions to meet your individual needs. Trust in the expertise and experience of Geri L Defilippi at Edward Jones for all your financial planning needs.

Merrill Lynch Financial Advisor Luke Anderson is a finance institution located at 682 Philadelphia Street in Indiana, Pennsylvania, United States. The institution, part of the Mackey Weber Group, is dedicated to working closely with individuals, institutions, and families to simplify and improve their financial circumstances. With a focus on the client's specific goals, the team of financial advisors utilizes investment insights from Merrill Lynch and banking resources from Bank of America to address complex challenges. The team offers personalized financial strategies aligned with individual goals, including planning for education, retirement, healthcare costs, and wealth preservation. The experienced team, including Scott Weber, Donna Yvanek, and Luke Anderson, each with over 60 years of combined experience in the financial services industry, hold the CERTIFIED FINANCIAL PLANNER certification. They specialize in working with medical industry professionals, small business owners, and non-profit organizations, offering tailored financial solutions to meet unique needs and objectives. The team also structures and advises on 401k plans for companies of all sizes, providing comprehensive investment options and on-location education for employees.

S&T Wealth Management is a leading financial institution located at 800 Philadelphia Street in Indiana, Pennsylvania, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized solutions and exceptional customer service, S&T Wealth Management is committed to providing expert advice and guidance to individuals and businesses looking to grow and protect their wealth. Contact us today to learn more about our comprehensive financial services and how we can help you achieve financial success.

Merrill Lynch Financial Advisor Scott G Weber, located at 682 Philadelphia Street in Indiana, Pennsylvania, is a finance institution dedicated to simplifying and improving the financial circumstances of individuals, institutions, and families. The Mackey Weber Group, headed in Indiana, works closely with clients to focus on their specific goals and develop personalized financial strategies. With insights from Merrill and resources from Bank of America, the team addresses complex challenges and helps clients prioritize personal goals such as education funding, retirement planning, healthcare costs, and wealth preservation. The team, consisting of experienced financial advisors with over 60 years of combined experience, is committed to putting clients at the center of the planning process. Whether you are a medical professional, business owner, or part of a non-profit organization, the Mackey Weber Group offers tailored financial solutions to meet your unique needs and challenges. From structuring 401k plans for businesses to managing investments for non-profit entities, the team provides comprehensive financial services to help clients achieve their goals.

Merrill Lynch Financial Advisor Donna M Yvanek is located at 682 Philadelphia Street, Indiana, Pennsylvania, United States. The institution, part of the Mackey Weber Group, is dedicated to simplifying and improving the financial circumstances of individuals, institutions, and families. With a focus on client-specific goals, the team of financial advisors utilizes investment insights from Merrill and banking resources from Bank of America to address complex challenges. The team, consisting of Scott Weber, Donna Yvanek, and Luke Anderson, collectively have over 60 years of experience in the financial services industry and are all CERTIFIED FINANCIAL PLANNER professionals. The Mackey Weber Group specializes in working with medical professionals, small businesses, and non-profit organizations, offering personalized financial strategies tailored to each client's unique needs. From structuring and advising on 401k plans to managing endowments and foundations, the team provides comprehensive solutions to help clients achieve their financial goals. Additionally, the institution offers discounted mortgages, home equity lines, and credit options to assist clients in managing their liabilities effectively.

James H. Wilson is a finance and insurance agency located at 245 West Broad Street in Quakertown, Pennsylvania, United States. With an additional office at 1301 S. Harrison Street in Fort Wayne, Indiana, the institution is part of Lincoln Financial Advisors, an independent broker-dealer with a national network of financial professionals. The institution offers personalized solutions and fee-based financial planning to help individuals and business owners with estate planning, business succession, retirement, and financial plans. They have access to a diverse array of products and provide specialized support to clients. The institution is committed to long-term client relationships and upholds high standards of conduct. Securities are offered through Lincoln Financial Advisors Corp., a member of SIPC, and investment advisory services are also available through Lincoln Financial Advisors Corp. or Sagemark Consulting. Insurance is offered through Lincoln affiliates and other reputable companies. The institution does not provide legal or tax advice, and not all financial professionals within the firm may offer advisory services. For more information about the services and relationships offered by James H. Wilson, clients can refer to the Form CRS - Customer Relationship Summary.

D’Angelo’s Tax Service is a reputable finance institution located at 1000 Indiana Avenue in Glassport, Pennsylvania, United States. They specialize in providing expert tax services to individuals and businesses, ensuring accurate and efficient tax preparation. With a team of experienced professionals, D’Angelo’s Tax Service is dedicated to helping clients navigate the complexities of tax regulations and maximize their financial well-being. Whether you need assistance with filing taxes, tax planning, or IRS representation, D’Angelo’s Tax Service is committed to providing personalized and reliable financial solutions.

Di Cicco Brenda B CPA is a reputable accounting and finance institution located at 1776 Warren Road in Indiana, Pennsylvania, United States. With years of experience and expertise in the field, they offer a wide range of services to individuals and businesses alike. From tax preparation to financial planning, Di Cicco Brenda B CPA is dedicated to providing top-notch services that help their clients achieve their financial goals. Whether you need help with bookkeeping, payroll services, or investment advice, you can trust Di Cicco Brenda B CPA to provide reliable and professional assistance.

Yates G Scott CPA is a reputable accounting and finance institution located at 1380 Pennsylvania 286 in Indiana, Pennsylvania, United States. With years of experience and expertise in the field, they provide top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, their team of professionals is dedicated to helping you achieve your financial goals. Trust Yates G Scott CPA for all your accounting and finance needs.

Zock Family Chiropractic: Bringing You Back to Your Best Self Welcome to Zock Family Chiropractic, a premier health and wellness center located at 730 Parkwood Dr #500, Cranberry Twp, PA 16066, United States. Since its inception in 2012, under the skilled hands of Dr. Kerstin Zock, our practice has been dedicated to helping patients of all ages achieve optimal health and well-being through comprehensive chiropractic care.

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:

WesBanco Bank is a regional financial institution committed to providing a comprehensive suite of banking and financial services to individuals and businesses. Located conveniently at 2521 Darlington Road in Beaver Falls, Pennsylvania, our branch offers a welcoming environment where you can manage your finances with ease and confidence. Services Offered:

WesBanco Bank, located at 3531 Brodhead Road in Monaca, Pennsylvania, is a trusted financial institution committed to providing a wide range of banking and financial services to its customers. With a focus on delivering top-tier technology and first-class services, WesBanco strives to meet the diverse financial needs of individuals and businesses in the community.Services Offered: - Personal Banking: WesBanco offers comprehensive personal banking solutions including checking and savings accounts, online and mobile banking, and various loan and credit card options. Their all-in-one checking account features Advance Paycheck Access, allowing customers to get paid up to two days early.

WesBanco Bank, located at 2731 Ellwood Road in New Castle, Pennsylvania, is a trusted financial institution dedicated to providing comprehensive banking and financial services to the community. As a member of the FDIC and an Equal Housing Lender, WesBanco is committed to offering secure and reliable financial solutions tailored to meet the needs of individuals and businesses alike. Services Offered:

WesBanco Bank is a reputable financial institution located at 1555 Beaver Road in Baden, Pennsylvania. As a full-service bank, WesBanco offers a wide range of financial products and services designed to meet the diverse needs of individuals, families, and businesses in the community.

WesBanco Bank, located at the heart of Washington, PA, offers a comprehensive range of financial services designed to meet the needs of both individuals and businesses. Known for its commitment to customer service and community involvement, WesBanco provides a wide array of banking solutions, including personal and business checking accounts, savings accounts, loans, credit cards, and online banking services. Important Notices:

About WesBanco Bank: WesBanco Bank is a trusted financial institution located in the heart of Ambridge, Pennsylvania. Serving the community at 506 Merchant Street, WesBanco offers a comprehensive range of banking and financial services designed to meet the needs of individuals, families, and businesses alike.

WesBanco Bank, located at 1003 Trinity Circle in Washington, Pennsylvania, is a reputable financial institution dedicated to providing comprehensive banking and financial services. With a strong commitment to technology and customer service, WesBanco Bank offers a range of products and services designed to meet the needs of individuals, families, and businesses. Services Offered:

Ameritas Investment Corporation, located at 790 Holiday Drive in Pittsburgh, Pennsylvania, is a premier insurance and financial services agency dedicated to helping individuals and businesses achieve their financial goals. Operating under the umbrella of Ameritas Financial Services of Western PA, our organization offers a diverse range of services including life insurance, annuities, retirement plans, investments, and banking services.

WesBanco Bank is a trusted financial institution located at 1009 Perry Highway in Pittsburgh, Pennsylvania. As a full-service bank, WesBanco offers a wide range of financial products and services designed to meet the diverse needs of its customers. With a commitment to providing top-tier technology and first-class service, WesBanco continues to be a reliable partner in helping individuals and businesses achieve their financial goals.Key Services: - Personal Banking: WesBanco offers a variety of personal banking solutions including checking and savings accounts, loans, credit cards, and online banking services. The bank is excited to announce an enhanced personal Online Banking system that will provide new features such as service requests, full account and routing number access, and digital banking demos.

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, located at 2034 Penn Ave in Pittsburgh, PA, is a trusted financial institution dedicated to providing a wide array of banking and financial services to individuals and businesses. With a reputation for excellence and a strong commitment to customer service, WesBanco aims to meet all your financial needs through innovative products and personalized solutions. Services Offered: