Insurance and financial advisor in Pennsylvania
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Tier 1 Capital LLC
● ClosedTier 1 Capital LLC is a reputable finance and insurance agency located at 154 Enterprise Way in Pittston, Pennsylvania, United States. With a focus on providing top-tier financial services to individuals and businesses, Tier 1 Capital LLC is committed to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, insurance products, or financial planning services, the experienced team at Tier 1 Capital LLC is dedicated to providing personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you build and protect your wealth.
154 Enterprise Way, Pittston, PA 18640, United States -
Northwestern Mutual - Scranton/Wilkes-Barre
● OpenNorthwestern Mutual - Scranton/Wilkes-Barre is a leading financial institution located at 52 Glenmaura National Boulevard in Moosic, Pennsylvania, United States. Specializing in providing comprehensive financial planning, investment strategies, and insurance solutions, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their future. With a team of experienced financial advisors, Northwestern Mutual offers personalized services tailored to each client's unique needs. Whether you are planning for retirement, saving for your children's education, or protecting your assets, Northwestern Mutual is committed to providing expert guidance and support every step of the way.
52 Glenmaura National Blvd, Moosic, PA 18507, United States -
Matthew Robb - Thrivent
● ClosedMatthew Robb - Thrivent is a financial institution located at 606 Main Street in Oley, Pennsylvania. They are dedicated to helping clients achieve their financial goals in Oley, Boyertown, Douglassville, Pottstown, and the surrounding areas. Licensing information can be found through the State Insurance Department's website, as well as the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, but provide advice and guidance through their Financial Planning Framework. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, which provides written recommendations for a fee.
606 Main St, Oley, PA 19547, United States -
Good Life Companies
● ClosedGood Life Companies, located at 2395 Lancaster Pike in Reading, Pennsylvania, is a finance institution that helps advisors launch, grow, and maximize the value of their businesses. With a focus on building the practice you want, Good Life offers a complete solution to help you achieve your vision, with a wide range of services for advisors and value-adds for clients. Transitioning to Good Life has been described as the best decision by many, allowing advisors to deliver the highest level of service to every client. Since joining Good Life in 2015, independent professionals have enjoyed the support and tools necessary to provide top-notch service to their clients. As a stand-alone entity, Good Life provides real estate, infrastructure, technology, training, marketing, and support to independent professionals throughout the United States. Please note that Good Life Companies is not a broker/dealer or a Registered Investment Advisor and does not provide legal or tax advice.
2395 Lancaster Pike, Reading, PA 19607, United States -
Cornerstone Portfolios
● ClosedCornerstone Portfolios, located at 6201 Hamilton Boulevard in Allentown, Pennsylvania, is a comprehensive financial institution specializing in accounting, finance, health, and insurance services. Our team is dedicated to helping individuals navigate the challenges of today's economic environment and capitalize on long-term trends. At Cornerstone Portfolios, we prioritize your financial success and tailor our services to meet your unique needs and goals. Through open and honest communication, we strive to build long-term relationships with our clients, ensuring that we understand your dreams, goals, and risk tolerance.
6201 Hamilton Blvd #209, Allentown, PA 18106, United States -
Mauch Chunk Trust Wealth Management
● ClosedMauch Chunk Trust Wealth Management is a reputable financial institution located at 1202 North Street in Jim Thorpe, Pennsylvania, United States. Specializing in wealth management, this institution offers a range of services to help clients effectively manage and grow their assets. With a team of experienced and knowledgeable professionals, Mauch Chunk Trust is dedicated to providing personalized financial solutions tailored to each client's unique needs and goals. Whether you are planning for retirement, investing for the future, or looking to protect your wealth, Mauch Chunk Trust Wealth Management is committed to helping you achieve financial success.
1202 North St, Jim Thorpe, PA 18229, United States -
Great Oak Wealth Management
● ClosedGreat Oak Wealth Management is an independent, fee-only, fiduciary financial planning firm located at 2295 Wells Road in Pottstown, Pennsylvania. Our team is dedicated to helping clients align their personal finances with their goals of a financially secure future. We offer a clear and structured process to provide a comprehensive understanding of each individual's situation and objectives. As fee-only advisors, we prioritize our clients' needs and act in their best interests, without being limited to specific financial products. Our team consists of Certified Financial Planner™ professionals who bring a high level of competency, dedication, and ethics to the table. With experience in the corporate world, we understand the challenges faced by our clients and can help them thrive in the modern business environment. Whether you are just starting to build your financial future or looking to unlock your full potential, we are here to guide you every step of the way.
2295 Wells Rd, Pottstown, PA 19465, United States -
Rebecca Wise - Thrivent
● ClosedRebecca Wise - Thrivent is a financial institution located at 11 East Philadelphia Avenue in Boyertown, Pennsylvania, United States. With a strong capital position in the industry, our mission sets us apart. We believe that money is a tool, not a goal, and strive to provide comprehensive financial guidance that reflects your goals and values. Whether you need help with retirement planning or protecting your loved ones, we can work together to develop a financial strategy that makes your money work for you. Appointments are available in Boyertown, Easton, Lansdale, and virtually through Zoom. Licensing information can be found on your State Insurance Department's website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice.
11 E Philadelphia Ave, Boyertown, PA 19512, United States -
Derek J. DeSanto- Northwestern Mutual
● ClosedDerek J. DeSanto- Northwestern Mutual is a renowned financial institution located at 52 Glenmaura National Boulevard in Moosic, Pennsylvania, United States. With a commitment to helping individuals and businesses achieve financial security and success, they offer a wide range of services including financial planning, investment management, retirement planning, and insurance solutions. Their team of experienced professionals work closely with clients to develop personalized strategies that align with their unique goals and objectives. Whether you are looking to build wealth, protect your assets, or plan for the future, Derek J. DeSanto- Northwestern Mutual is dedicated to providing expert guidance and support every step of the way.
52 Glenmaura National Blvd Ste 303, Moosic, PA 18507, United States -
MassMutual Greater Philadelphia - Allentown
● ClosedMassMutual Greater Philadelphia - Allentown is a leading finance and insurance agency located at 4905 Tilghman Street in Allentown, Pennsylvania. As part of the MassMutual network, we offer a wide range of financial services and insurance products to help individuals and families achieve their goals and protect their assets. Our team of experienced professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you are planning for retirement, saving for college, or looking to protect your loved ones, we are here to help you every step of the way. Visit us today to learn more about how MassMutual Greater Philadelphia - Allentown can help you secure your financial future.
4905 Tilghman St Suite 200, Allentown, PA 18104, United States -
Wealth Management Solutions, LLC
● ClosedWealth Management Solutions, LLC is a financial institution located at 300 North Pottstown Pike, Exton, Pennsylvania, United States. Specializing in accounting, finance, insurance, and legal services, WMS helps families find peace with their finances by offering individualized solutions and a no-quit attitude. With a team of experienced professionals, including Certified Financial Planners and a Chartered Financial Analyst, WMS provides strategic investment management strategies tailored to each client's evolving goals. From retirement planning to tax minimization strategies, estate planning, education expense plans, and risk management, WMS offers comprehensive services to help clients navigate the complexities of financial planning. With over $360 Million in assets under management and a fiduciary promise, WMS has earned the trust of hundreds of families. Senior financial advisor Adam, a Certified Financial Planner with expertise in tax planning, works with clients to achieve their financial goals. Melinda, with nearly 8 years of experience in the Wealth Management Industry, brings her passion for cultivating relationships to assist clients with their wealth management needs. Outside of work, both Adam and Melinda enjoy spending time with their families and engaging in various outdoor activities.
300 N Pottstown Pike Suite 240, Exton, PA 19341, United States -
Legacy Planning Partners
● ClosedLegacy Planning Partners is a finance institution located at 3440 Hamilton Boulevard, Allentown, Pennsylvania, United States. Our team is dedicated to helping you manage your global affairs so you can focus on the relationships that matter most. We are a firm of professionals committed to collaborating with you towards financial success. Recognized as one of the 2024 Forbes Best-In-State Wealth Management Teams and 2023 Forbes Best-In-State Wealth Advisors, our advisors are highly regarded in the industry. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Please note that information presented on this site is for informational purposes only and does not constitute an offer or solicitation for the sale or purchase of any product or security. Contact us today to learn more about how we can help you achieve your financial goals.
3440 Hamilton Blvd, Allentown, PA 18103, United States -
Forthright Wealth Planning
● ClosedForthright Wealth Planning is a leading finance institution located at 111 Grandview Avenue in Honesdale, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth planning strategies. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, our experts are here to provide expert guidance and support every step of the way. Trust Forthright Wealth Planning to help you secure a prosperous financial future.
111 Grandview Ave, Honesdale, PA 18431, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 3701 Corporate Parkway in Pennsylvania, United States. With a strong focus on providing financial security and planning for individuals and families, Northwestern Mutual offers a range of insurance and investment products to help clients achieve their financial goals. With a commitment to excellence and personalized service, Northwestern Mutual is a trusted institution in the financial industry.
3701 Corporate Pkwy #310, Center Valley, PA 18034, United States -
Smithbridge Asset Management, Inc.
● ClosedSmithbridge Asset Management, Inc. is a finance institution located at 116 Commons Court, Chadds Ford, Pennsylvania, United States. With over 25 years of experience, we are dedicated to providing superior wealth management and financial planning services to our clients. Our services include individualized investment and planning advice, customized portfolio management, retirement and estate planning, insurance strategies, tax planning, and college saving. At Smithbridge Asset Management, we pride ourselves on our time-honored, personalized investment service delivered with integrity and expertise. Our investment portfolios are constructed using a fundamental security selection process that has been successfully employed by our investment professionals for over thirty years. We offer a comprehensive array of individual stocks, bonds, mutual funds, and ETF’s managed strategically and tactically.
116 Commons Ct, Chadds Ford, PA 19317, United States -
Castle Benefits Consulting Group
● OpenCastle Benefits Consulting Group is a leading consulting firm located at 116 Percheron Drive in Spring City, Pennsylvania. Our team of experts is dedicated to providing comprehensive benefits solutions for businesses of all sizes. From health insurance and retirement plans to compliance and HR support, we are committed to helping our clients navigate the complex world of employee benefits. With a focus on personalized service and innovative strategies, Castle Benefits Consulting Group is your trusted partner in achieving your company's goals. Contact us today to learn more about how we can help your business thrive.
116 Percheron Dr, Spring City, PA 19475, United States -
Market Street Wealth Management
● ClosedMarket Street Wealth Management is a comprehensive financial institution located in West Chester, Pennsylvania. Our team of experienced professionals specializes in providing personalized wealth management services, including investment planning, retirement planning, and estate planning. In addition, we offer health insurance options and legal services to ensure our clients have all their financial needs covered. Visit us at 999 West Chester Pike to start building a secure financial future today.
999 West Chester Pike #202, West Chester, PA 19382, United States -
Motz Wealth Management
● ClosedMotz Wealth Management is a leading financial institution located in Harleysville, Pennsylvania. Specializing in accounting, finance, and insurance services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the guidance and support they need to secure their financial future. Visit us at 140 Clemens Road to learn more about how Motz Wealth Management can help you navigate the complexities of the financial world.
140 Clemens Rd Suite 102, Harleysville, PA 19438, United States -
Dan Rhoads Health & Wealth
● ClosedDan Rhoads Health & Wealth is a finance and insurance agency located at 2649 Kutztown Road in Pennsburg, Pennsylvania. Our institution is dedicated to helping individuals and businesses achieve financial security and well-being through a range of services such as wealth management, retirement planning, insurance coverage, and more. With our experienced team of professionals, we strive to provide personalized solutions tailored to meet the unique needs and goals of our clients. Visit us today to start your journey towards a healthier and wealthier future.
2649 Kutztown Rd, Pennsburg, PA 18073, United States -
Foundation Capital Management LLC
● OpenFoundation Capital Management LLC is a finance institution located at 2100 Swede Road, Norristown, Pennsylvania, United States. We offer a range of investment products and services, including securities offered through Securities America, Inc. and advisory services through Foundation Capital Management. Please note that access to certain pages on our website may be limited based on state regulations. Our team is dedicated to providing personalized financial solutions to residents of the United States. We are licensed to sell insurance products in New Jersey and Pennsylvania, and registered to sell securities in multiple states. Visit our website to watch informative videos and use helpful calculators. Please ensure to verify the background of our investment professionals before making any decisions.
2100 Swede Rd, Norristown, PA 19401, United States -
Matt Patterson - Thrivent
● ClosedMatt Patterson - Thrivent is a finance institution located at 1611 North 18th Street in Allentown, Pennsylvania, United States. The institution is licensed in multiple states including DC, DE, FL, NJ, NY, PA, UT, and VT. Licensing information can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients are encouraged to consult their own attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to further their planning engagement with Thrivent through its Dedicated Planning Services, which provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent.
1611 N 18th St, Allentown, PA 18104, United States -
Coordinated Wealth
● OpenCoordinated Wealth is a cutting-edge financial institution located at 3101 Freemansburg Avenue in Easton, Pennsylvania, United States. Specializing in comprehensive financial planning, our expert team works tirelessly to ensure that every dollar is optimized to improve your current situation and secure your future. At Coordinated Wealth, we believe in providing top-tier financial services to everyone, regardless of income or asset size. Our strategic approach is tailored to each individual, seamlessly integrating all aspects of your financial life to create a harmonious and personalized plan.
3101 Freemansburg Ave 1st Floor, Easton, PA 18045, United States -
Febbo Wealth Management
● OpenFebbo Wealth Management is a leading finance institution located at 4030 William Penn Highway in Easton, Pennsylvania. Our dedicated team of financial experts is committed to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Febbo Wealth Management is here to help. With a focus on strategic investment planning and risk management, we strive to empower our clients to make informed financial decisions. Contact us today to learn more about how we can help you secure your financial future.
4030 William Penn Hwy, Easton, PA 18045, United States -
Amy Nichols - Thrivent
● ClosedAmy Nichols - Thrivent is a finance institution located at 400 South Greenwood Avenue in Easton, Pennsylvania. As a branch of Thrivent Financial, we are dedicated to helping our clients achieve their financial goals and make wise decisions with their money. Our team of experienced financial advisors provides personalized guidance and tailored solutions to help individuals and families plan for their future, protect their assets, and secure their financial well-being. Whether you are looking to invest for retirement, save for your child's education, or protect your loved ones with insurance, Amy Nichols - Thrivent is here to help you every step of the way. Visit us today to learn more about how we can assist you in reaching your financial goals.
400 S Greenwood Ave #302, Easton, PA 18045, United States -
Diversified
● ClosedDiversified is a finance institution located at 480 Swedesford Road, Wayne, Pennsylvania, United States. Our mission is to help you achieve lifelong wealth by providing comprehensive financial planning, investment management, tax planning, and insurance services. We have a dedicated team of professionals who are committed to tailoring your investments to your specific financial plan. Our goal is to have everything you need under one roof, making your life more convenient. Diversified has been recognized as a top RIA by Financial Advisor Magazine and named a Best Place to Work for Financial Advisors. As a fiduciary, we are transparent about our fees and operate with integrity. Let us help you achieve your financial goals and ease the burden of complex financial matters.
480 Swedesford Rd #120, Wayne, PA 19087, United States -
Northwestern Mutual - James Meanix
● ClosedNorthwestern Mutual - James Meanix is a finance institution located at 1000 Continental Drive in King of Prussia, Pennsylvania. Specializing in financial planning, insurance, and investment services, Northwestern Mutual - James Meanix is committed to helping clients achieve their financial goals and secure their future. With a team of experienced professionals, they provide personalized financial solutions tailored to each individual's needs. Whether you are looking to protect your family with life insurance, plan for retirement, or grow your wealth through investments, Northwestern Mutual - James Meanix is dedicated to helping you build a secure financial foundation.
1000 Continental Dr # 695, King of Prussia, PA 19406, United States -
Axiom Asset Management LLC
● ClosedAxiom Asset Management LLC is a boutique wealth management practice located at 550 Swedesford Road, Wayne, Pennsylvania, United States. Our team is passionate about learning and seeking the truth in the ever-changing world of investing. We focus on discretionary management of investment portfolios for individuals, families, and associated institutions. As fiduciaries, we are committed to providing personalized service marked by excellence and thoughtful advice that aligns with our core beliefs. Our business model is centered around understanding our clients' needs, goals, and investment profiles, and we customize portfolios to meet their distinct requirements.
550 Swedesford Rd #110, Wayne, PA 19087, United States -
Northwestern Mutual - Jason Lewis
● ClosedNorthwestern Mutual - Jason Lewis is a reputable finance and insurance agency located at 1000 Continental Drive in King of Prussia, Pennsylvania. Our dedicated team of professionals is committed to helping clients achieve their financial goals and secure their future through personalized insurance and investment solutions. With a focus on building long-lasting relationships, we strive to provide top-notch service and guidance to ensure our clients' financial well-being. Contact us today to learn more about how Northwestern Mutual - Jason Lewis can help you plan for a secure financial future.
1000 Continental Dr # 695, King of Prussia, PA 19406, United States -
Wilmington Trust
● OpenWilmington Trust is a renowned financial institution located at 1 East Broad Street in Bethlehem, Pennsylvania, United States. With a strong reputation for providing expert financial services, Wilmington Trust offers a wide range of banking, wealth management, and corporate services to individuals, families, businesses, and institutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Trust in Wilmington Trust for all your financial needs.
1 E Broad St STE 510, Bethlehem, PA 18018, United States -
John Mc Gorry & Associates
● OpenJohn Mc Gorry & Associates is a trusted finance and insurance agency located at 1 Bethlehem Plaza in Bethlehem, Pennsylvania. With years of experience in the industry, our team of professionals is dedicated to providing personalized financial and insurance solutions to meet the unique needs of our clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to help you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and start building a secure financial future.
1 Bethlehem Plz # 902, Bethlehem, PA 18018, United States
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