Insurance and financial advisor in Reading, PA
46 results found
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Javier Ortega-Benitez - State Farm Insurance Agent
● ClosedJavier Ortega-Benitez - State Farm Insurance Agent is located at 124 North 5th Street in Reading, Pennsylvania. With a background in BA and M.Ed from Millersville University, our agency is dedicated to helping you protect what matters most. We offer a range of insurance products, including life insurance and annuities, to ensure your financial security. Our team also provides tips on important topics such as drunk driving prevention, utility shut-off procedures, and moving container options. For your convenience and safety, please refrain from sharing sensitive personal information on our website. If you need assistance navigating our site, please call (610) 375-3001. Remember, investing involves risk, so it's important to consult with a financial advisor for personalized advice. Trust Javier Ortega-Benitez - State Farm Insurance Agent to help you safeguard your future.
124 N 5th St, Reading, PA 19601, United States -
Sandy Cohen - State Farm Insurance Agent
● ClosedWelcome to Sandy Cohen - State Farm Insurance Agent located at 4714 Perkiomen Avenue in Reading, Pennsylvania. Our agency is dedicated to helping customers in Berks County and beyond with their insurance and financial needs. Sandy Cohen has been serving customers since 2009, offering a range of insurance products including auto, home, life, renters, health, and business insurance. Our team of licensed professionals is committed to providing personalized service and helping you protect what matters most. Visit us online or stop by our office for a complimentary insurance and financial review. We look forward to assisting you with all of your insurance needs.
4714 Perkiomen Ave, Reading, PA 19606, United States -
GMG Insurance Agency
● ClosedGMG Insurance Agency is a health and insurance agency located in Langhorne, Pennsylvania, United States. Our team of experts is dedicated to providing personalized insurance solutions for your unique assets. As your personal or corporate assets grow, insurance can become complex and stressful, leading to gaps in coverage. Our risk advisors are here to deliver expert guidance and ensure that your insurance program evolves with your changing needs. Partnered with premium carriers, we offer exceptional value in risk management solutions tailored to you. Our goal is to manage your insurance program so you can focus on what matters most to you. Don't just take our word for it - read testimonials from our satisfied clients who have experienced our uncompromised coverage.
1717 Langhorne Newtown Rd. #403, Langhorne, PA 19047, United States -
Kaufman Financial Services
● ClosedKaufman Financial Services is a reputable finance institution located at 1609 Lancaster Avenue in Reading, Pennsylvania, United States. With a team of experienced financial experts, Kaufman Financial Services offers a wide range of financial services including investment planning, retirement planning, wealth management, and more. Clients can expect personalized financial solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Kaufman Financial Services is here to help you every step of the way.
1609 Lancaster Ave, Reading, PA 19607, United States -
Timothy Rudy - Financial Advisor, Ameriprise Financial Services, LLC
● OpenTimothy Rudy is a Financial Advisor at Ameriprise Financial Services, LLC, located at 301 West Lancaster Avenue, Reading, Pennsylvania, United States. Timothy Rudy 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 demonstrate Timothy Rudy's expertise in various areas of finance, including asset management, retirement planning, estate planning, investment strategies, and insurance products. As a highly qualified financial advisor, Timothy Rudy is committed to providing personalized and comprehensive financial advice to individuals and small business owners.
301 W Lancaster Ave, Reading, PA 19607, United States -
Allan Cornman - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAllan Cornman is a Financial Advisor at Ameriprise Financial Services, LLC, located at 4641 Pottsville Pike, Reading, Pennsylvania, United States. Allan Cornman holds various 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 cover a wide range of financial planning and investment topics, ensuring that Allan Cornman is well-equipped to provide expert advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you are looking for assistance with asset management, estate planning, retirement planning, investment strategies, or insurance products, Allan Cornman has the knowledge and expertise to help you achieve your financial goals. Contact Allan Cornman today to schedule a consultation and start planning for your financial future.
4641 Pottsville Pike Ste 108, Reading, PA 19605, United States -
Financial Services Plus
● OpenFinancial Services Plus is a leading finance institution located at 2336 Lancaster Pike in Reading, Pennsylvania, United States. We offer a wide range of financial services to individuals and businesses, including investment management, retirement planning, insurance, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Financial Services Plus is here to provide expert guidance and personalized solutions. Visit us today to learn more about how we can help you reach your financial goals.
2336 Lancaster Pike, Reading, PA 19607, United States -
Waseem Khan - TD Wealth Financial Advisor
● ClosedWaseem Khan - TD Wealth Financial Advisor is located at 5980 Hamilton Boulevard in Allentown, Pennsylvania, United States. As a part of TD Wealth®, a business of TD Bank N.A., they offer a wide range of financial services including banking, lending, investment, and trust services. With over 175 Advisors available to assist clients, they provide access to both bank and non-bank products and services. Securities and investment advisory services are offered through TD Private Client Wealth LLC, a registered investment adviser and broker-dealer. Additionally, TD Investment Services (US) and TD Automated Investing are digital platform offerings available through TDPCW. Epoch Investment Partners, Inc. provides investment management services to TD Wealth clients. TD Wealth Management Services Inc. also offers insurance products. Please read the Legal Disclaimers for more information.
5980 Hamilton Blvd, Allentown, PA 18106, United States -
Waseem Khan - TD Wealth Financial Advisor
● ClosedWaseem Khan - TD Wealth Financial Advisor is located at 1828 Tilghman Street in Allentown, Pennsylvania, United States. As a part of TD Wealth®, a business of TD Bank N.A., they offer a wide range of financial services including banking, lending, investment, trust services, and more. With over 175 Advisors across the country, they are ready to assist clients with their financial needs. Securities and investment advisory services are available through TD Private Client Wealth LLC, a registered investment adviser and broker-dealer. Additionally, TD Investment Services (US) and TD Automated Investing are digital platform offerings for clients. Epoch Investment Partners, Inc. provides investment management services to TD Wealth. TD Wealth Management Services Inc. offers insurance products to clients. Please read the Legal Disclaimers for more information.
1828 Tilghman St, Allentown, PA 18104, United States -
Waseem Khan - TD Wealth Financial Advisor
● ClosedWaseem 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.
2712 Easton Ave, Bethlehem, PA 18017, United States -
Dharshan Premaratne - TD Wealth Financial Advisor
● ClosedDharshan Premaratne - TD Wealth Financial Advisor is a finance institution located at 3933 Hulmeville Road, Bensalem, Pennsylvania, United States. As a part of TD Wealth®, clients have access to a wide range of banking, lending, investment, and trust services through TD Bank. Securities and investment advisory services are provided by TD Private Client Wealth LLC, a registered investment adviser and broker-dealer. Epoch Investment Partners, Inc. also offers investment management services to TD Wealth clients. TD Investment Services (US) is available through TD Private Client Wealth, LLC, offering 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 fully managed account options. TD Wealth Management Services Inc. offers insurance products, and TD Bank, N.A. and its affiliates are not liable for any errors or omissions in the information provided. Please read the Legal Disclaimers for more information.
3933 Hulmeville Rd, Bensalem, PA 19020, United States -
Brian Berlin - TD Wealth Financial Advisor
● ClosedBrian 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.
2231 Cottman Ave, Philadelphia, PA 19149, United States -
Dharshan Premaratne - TD Wealth Financial Advisor
● ClosedDharshan Premaratne - TD Wealth Financial Advisor is a financial institution located at 624 South Oxford Valley Road, Fairless Hills, Pennsylvania, United States. As a part of TD Wealth®, a business of TD Bank N.A., the institution provides clients access to a wide range of banking, lending, investment, and trust services. 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. offers investment management services to TD Wealth clients. 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 offerings. TD Wealth Management Services Inc. also offers insurance products. Please read the Legal Disclaimers for more information.
624 S Oxford Valley Rd, Fairless Hills, PA 19030, United States -
Good Life Insurance Associates
● ClosedGood Life Insurance Associates is a reputable insurance agency located at 2395 Lancaster Pike in Reading, Pennsylvania. Our dedicated team of professionals is committed to providing top-notch insurance solutions to help protect you and your loved ones. With a focus on ensuring a good quality of life for all our clients, we offer a wide range of insurance products tailored to meet your individual needs. Trust Good Life Insurance Associates to provide you with the peace of mind and security you deserve.
2395 Lancaster Pike, Reading, PA 19607, United States -
Joe Sciulli - State Farm Insurance Agent
● ClosedWelcome to Joe Sciulli - State Farm Insurance Agent, your trusted partner for comprehensive insurance solutions in Pittsburgh, Pennsylvania. Conveniently located at 1236 Grove Road, Pittsburgh, PA 15234, Joe Sciulli and his dedicated team are committed to helping you protect what matters most—your family, your belongings, and your financial well-being. ### Customized Coverage Plans
1236 Grove Road, Pittsburgh, Pennsylvania 15234, United States -
Frank B Emmerling - RBC Wealth Management Financial Advisor
● ClosedFrank B Emmerling - RBC Wealth Management Financial Advisor is a premier financial advisory firm located in the heart of Pittsburgh, PA, at the prestigious PPG Place. Our team, boasting nearly 70 years of combined industry experience, is dedicated to focusing all our energy and activities on our clients' financial success.
PPG Place, One, Suite 2900, Pittsburgh, PA 15222, United States -
Kelly Sullivan - RBC Wealth Management Financial Advisor
● ClosedKelly Sullivan is a dedicated Financial Advisor at RBC Wealth Management, located at 2400 Ansys Dr Suite 301 in Canonsburg, PA. At RBC Wealth Management, we specialize in professional wealth management services designed to help you answer critical financial questions, prioritize your objectives, and prepare financially to achieve your goals. Our approach is centered on providing personalized financial guidance tailored to your unique needs. We offer a broad array of services to help both individuals and business owners reach their financial aspirations. Our comprehensive process involves integrating your objectives into a customized plan that can adapt as life changes. By combining sophisticated investment planning tools with professional resources, we strive to match your goals with tailored solutions.
2400 Ansys Dr Suite 301, Canonsburg, PA 15317, United States -
Pam Pasterick - RBC Wealth Management Financial Advisor
● ClosedPam Pasterick is a dedicated Financial Advisor with RBC Wealth Management, located in the iconic PPG Place in downtown Pittsburgh. With a commitment to providing personalized financial guidance, Pam and her team offer a wide range of investment and insurance products tailored to meet the unique needs of each client. In a rapidly changing economic landscape, where the federal government’s debt has doubled since 2015 and shows no signs of abating, Pam provides insightful strategies to help clients navigate financial challenges and opportunities.
PPG Place, One, Suite 2900, Pittsburgh, PA 15222, United States -
wyze wealth advisors
● OpenWyze Wealth Advisors: Your Trusted Partner in Financial Security Located at 1800 Main St Ste 230, Canonsburg, PA 15317, Wyze Wealth Advisors (WWA) is a distinguished finance firm dedicated to helping individuals and families achieve financial security and peace of mind. Our approach is centered around providing relaxed, informative, and pressure-free consultations. If we are unable to assist you directly, we guarantee to guide you towards the right resources.
1800 Main St Ste 230, Canonsburg, PA 15317, United States -
Jerry Barkley - RBC Wealth Management Financial Advisor
● ClosedWelcome to Jerry Barkley - RBC Wealth Management Financial Advisor, a cornerstone of financial expertise and personalized service located in the heart of Pittsburgh at PPG Place. As part of The Georgi/Barkley Group, we are dedicated to upholding the highest standards of integrity and professionalism in our client relationships. Our mission is to thoroughly understand your unique financial situation and provide you with top-tier information, services, and products to help you achieve your financial goals.
PPG Place, One, Suite 2900, Pittsburgh, PA 15222, United States -
BB&T Insurance Services
● OpenWelcome to BB&T Insurance Services, your trusted partner in navigating the complexities of insurance and financial services. Conveniently located at 2000 Sullivan Trail, Easton, Pennsylvania, our agency is committed to providing exceptional service and tailored solutions to meet your individual needs. As a proud affiliate of Truist Financial Corporation, we offer a comprehensive range of services designed to help you achieve your financial goals. Our offerings include banking products such as loans and deposit accounts, expertly managed by Truist Bank, Member FDIC. For those seeking trust and investment management services, Truist Bank and Truist Delaware Trust Company are at your service.
2000 Sullivan Trail, Easton, Pennsylvania 18040, United States -
The Yurconic Agency
● ClosedThe Yurconic Agency is a reputable finance and insurance agency located at 835 Hiesters Lane in Reading, Pennsylvania, United States. With a commitment to providing top-notch financial and insurance services, The Yurconic Agency is dedicated to helping individuals and businesses protect their assets and achieve their financial goals. Whether you're looking for insurance coverage or financial planning advice, The Yurconic Agency has a team of experienced professionals ready to assist you. Trust in The Yurconic Agency for all your finance and insurance needs.
835 Hiesters Ln, Reading, PA 19605, United States -
Accountable Agents
● ClosedAccountable Agents is a reputable financial institution located at 88 Skyview Lane in Reading, Pennsylvania, United States. We specialize in providing expert financial services and advice to help individuals and businesses manage their finances effectively. Our team of experienced professionals are dedicated to helping our clients achieve their financial goals and make informed decisions. Whether you need help with budgeting, investments, or retirement planning, Accountable Agents is here to provide personalized solutions tailored to your specific needs. Trust us to be your reliable partner in financial success.
88 Skyview Ln, Reading, PA 19608, 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 -
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 -
State Farm
● ClosedAt State Farm, we understand that everyone loves saving money while protecting what matters most. Located at 1720 Washington Rd, Washington, PA, our agency, led by Mike Sprouse, offers customizable coverage plans tailored to meet your unique needs. Whether it’s safeguarding your family, belongings, or finances, we provide a range of insurance solutions with potential savings through safe driving rewards, bundling options, and various discounts.Auto Insurance: Drive with confidence knowing that you have the right coverage. From collision and comprehensive to rental and rideshare, we offer diverse auto insurance options to fit your needs. Whether you’re a new driver, a business traveler, or a collector, we have policies designed for every situation. As the largest auto insurance provider in the U.S.¹, combining your auto and home policies could lead to even more savings.Homeowners Insurance: Protect your largest investment with State Farm® Homeowners Insurance. Our coverage ensures that you can repair or replace your home and valued items in case of unexpected events. Your personal property is secured, even when you’re away. More homeowners choose State Farm for their home insurance needs over any other insurer².Renters Insurance:
1720 Washington Rd, Washington, PA 15301, United States -
Bank of America
● ClosedAt Bank of America, located at 7221 McKnight Road in Pittsburgh, PA, we are committed to providing a comprehensive suite of financial services to meet your banking needs. Our services include ATMs for convenient cash withdrawals and deposits, as well as a wide range of financial products and services designed to support both personal and business financial health.
7221 McKnight Road, Pittsburgh, Pennsylvania 15237, United States -
Lucas Wealth Management Group
● ClosedWith over 50 years of combined experience, Lucas Wealth Management Group is dedicated to helping clients achieve their life goals and dreams through smart, disciplined financial and investment strategies. Our approach is highly personalized; we believe that every financial solution should be tailored to the individual client's needs, rather than relying on a one-size-fits-all model.
300 State St Suite 101, Erie, PA 16507, United States -
Huntington Mortgage Group
● ClosedWelcome to Huntington Mortgage Group, located at 3250 Shenango Valley Fwy, Hermitage, PA 16148, United States. As a dedicated financial institution, we pride ourselves on serving those who contribute to the growth, health, and safety of our communities. Our commitment to excellence is reflected in our diverse range of financial services tailored to meet your needs today, tomorrow, and into the future. At Huntington Mortgage Group, we understand the importance of staying ahead in an increasingly technological world. That's why we offer advanced online banking solutions designed to make managing your finances easier and more efficient. Whether you're looking to open a checking account, apply for a loan, or invest in your future, our team of experts is here to guide you every step of the way.
3250 Shenango Valley Fwy, Hermitage, PA 16148, United States -
Huntington Mortgage Group
● OpenHuntington Mortgage Group: Your Trusted Financial Partner in New Castle, PA Located at 101 E Washington St, New Castle, PA 16101, Huntington Mortgage Group is a cornerstone of the local financial community. Specializing in a wide array of financial services, we are dedicated to supporting individuals and families in their financial growth, health, and safety.
101 E Washington St, New Castle, PA 16101, United States
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