Insurance and investment services in Bensalem, PA
12 results found
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Mike Nelson - State Farm Insurance Agent
● ClosedMike Nelson - State Farm Insurance Agent is an insurance agency located at 2867 Hulmeville Road, Bensalem, Pennsylvania, United States. They provide valuable tips on avoiding the dangers of drinking and driving, getting out of debt, and planning for retirement with various investment options. The institution emphasizes the importance of protecting sensitive personal information and offers assistance for those using screen readers. Investors are encouraged to carefully consider investment options and obtain important information from fund prospectuses. Securities distributed by State Farm VP Management Corp. Life insurance and annuities are issued by State Farm Life Insurance Company. Deposit products are offered by U.S. Bank National Association. The institution also offers credit card services through U.S. Bank National Association. State Farm VP Management Corp. is a separate entity from State Farm entities offering banking and insurance products. They remind customers to seek tax or legal advice from professionals for personalized guidance.
2867 Hulmeville Rd, Bensalem, PA 19020, United States -
Jeff Sawyer - State Farm Insurance Agent
● ClosedWelcome to Jeff Sawyer - State Farm Insurance Agent, your trusted local insurance agency located at 803 West Trenton Avenue, Morrisville, Pennsylvania. As a second-generation State Farm agent, Jeff Sawyer brings decades of experience and a family legacy of dedicated service to the communities of Northeast Philly, Bucks County, and beyond. Whether you are in Morrisville, Yardley, Langhorne, or even across the river in Trenton, NJ, our agency is here to meet your insurance needs. At Jeff Sawyer Agency, we understand that while cost is important, great coverage is priceless. Our mission is to provide you with the value you deserve through personalized service that aligns your priorities with your needs, ensuring you’re adequately protected. From auto and home insurance to life and business insurance, we offer a wide range of options tailored to fit your budget and lifestyle.
803 West Trenton Avenue, Morrisville, Pennsylvania 19067, United States -
Dharshan Premaratne - TD Wealth Financial Advisor
● ClosedDharshan Premaratne - TD Wealth Financial Advisor is a financial institution located at 2751 Street Road, Bensalem, Pennsylvania, United States. As a part of TD Wealth®, a business of TD Bank N.A., they offer a range of banking, lending, investment, and trust services to their clients. Securities and investment advisory services are also available through TD Private Client Wealth LLC, a registered investment adviser and broker-dealer. Additionally, they provide access to non-bank products and services through TD Investment Services (US) and digital platform offerings like TD Automated Investing and TD Automated Investing Plus. Epoch Investment Partners, Inc. provides investment management services to TD Wealth, and TD Wealth Management Services Inc. offers insurance products. Affiliated with TD Bank, N.A., Dharshan Premaratne - TD Wealth Financial Advisor is committed to providing comprehensive financial solutions to their clients.
2751 Street Rd Suite 407, Bensalem, PA 19020, United States -
Heisler Hughes Financial Group
● ClosedHeisler Hughes Financial Group is a renowned finance institution located at 2137 Bristol Pike in Bensalem, Pennsylvania, United States. With a team of experienced financial experts, they offer a wide range of services including investment planning, retirement planning, wealth management, and insurance solutions. Whether you are an individual looking to secure your financial future or a business in need of strategic financial advice, Heisler Hughes Financial Group is dedicated to helping you achieve your goals. Their personalized approach and commitment to excellence make them a trusted partner for all your financial needs.
2137 Bristol Pike, Bensalem, PA 19020, 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 -
Sounubon Sikhounmeuang, Bankers Life Agent
● ClosedSounubon Sikhounmeuang, Bankers Life Agent in Bensalem, Pennsylvania, is an insurance agency offering a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Sounubon Sikhounmeuang, as a Unit Field Trainer and Insurance Sales Representative, specializes in helping clients compare Medicare Advantage plans to find the right coverage. Medicare Advantage (Part C) is a comprehensive alternative to Original Medicare, offering similar coverage with the added benefit of prescription drug coverage. With an annual maximum out of pocket limit and some plans offering premiums as low as $0 per month, Sounubon Sikhounmeuang can assist in finding the best plan for your needs. In addition, as the need for long-term care becomes more inevitable, Sounubon Sikhounmeuang can help you start planning for the future and have discussions with your loved ones. Visit Sounubon Sikhounmeuang, Bankers Life Agent in Bensalem, PA, at 3331 Street Road to begin preparing for your next steps in insurance planning.
3331 Street Rd Ste 301, Bensalem, PA 19020, United States -
Citizens Bank ATM
● OpenWelcome to the Citizens Bank ATM located at 3419 W Street Road, Bensalem, Pennsylvania 19020. As your trusted financial partner, we are committed to helping you keep everything in check with our comprehensive financial solutions tailored for every stage of your life. Whether you’re planning for college, purchasing a home, or managing your wealth, Citizens Bank offers innovative services to support your financial journey. Our Citizens FastLine® provides a simpler, faster way to access a Home Equity Line of Credit without impacting your credit score. Take control of your savings with our Round Ups feature, which allows you to round up your debit card purchases to the nearest dollar, turning spare change into savings effortlessly. Plus, you can set additional savings goals to accelerate your financial progress.
3419 W Street Road, Bensalem, Pennsylvania 19020, United States -
Citizens
● ClosedWelcome to Citizens, your trusted partner in banking, finance, and financial solutions, conveniently located at 2301 Bristol Rd, Bensalem, Pennsylvania. At Citizens, we understand the importance of keeping your finances in check, and we're here to support you at every stage of life and beyond. Our services are designed to help you maximize your earning potential while providing peace of mind for the future. From college funding solutions that ease the burden of education costs to Citizens FastLine®, our streamlined Home Equity Line of Credit with no impact on your credit score, we offer a range of options tailored to your needs.
2301Bristol Rd, Bensalem, Pennsylvania 19020, United States -
Chase ATM
● OpenWelcome to the Chase ATM located at 1729 Street Road, Bensalem, Pennsylvania 19020. As a premier financial service provider, we offer a wide range of banking solutions tailored to meet your needs. Our ATM services are designed for your convenience, allowing you to access your funds quickly and securely. At Chase, we understand that managing your finances is crucial, and our Business Banking services are here to support you. Our team of business professionals can help you improve cash flow, provide credit solutions, and manage payroll efficiently. We also offer an array of online and mobile services, business credit cards, and payment acceptance solutions specifically crafted for businesses.
1729 Street Road, Bensalem, Pennsylvania 19020, United States -
Chase Bank
● ClosedWelcome to Chase Bank in Bensalem, Pennsylvania Located conveniently at 1729 Street Road, Bensalem, Pennsylvania 19020, Chase Bank is your trusted partner for all your banking, ATM, and financial needs. As part of the renowned JPMorgan Chase & Co., we are committed to providing exceptional financial services and solutions tailored to both individual and business clients.
1729 Street Road, Bensalem, Pennsylvania 19020, United States -
Citizens Bank ATM
● OpenWelcome to Citizens Bank ATM, conveniently located at 1432 Street Road, Bensalem, Pennsylvania 19020. As a trusted financial partner, we're here to help you keep your finances in check and provide tailored solutions for every stage of your life. Whether you're preparing for college, buying a home, or planning for the future, our services are designed to support your financial journey. At Citizens Bank, we believe in unlocking your full earning potential and making your financial goals achievable. Our innovative services like Citizens FastLine® offer a simpler, faster way to access a Home Equity Line of Credit without impacting your credit score. Plus, our Round Ups feature helps you turn everyday purchases into savings, making it easier to reach your financial milestones.
1432 Street Road, Bensalem, Pennsylvania 19020, United States -
Allstate Personal Financial Representative: Luqman Ajmal
● ClosedWelcome to Allstate Personal Financial Representative: Luqman Ajmal, your trusted partner in navigating the complex world of finance and insurance. Conveniently located at 1340 Street Road, Bensalem, Pennsylvania, our agency is dedicated to providing personalized financial solutions tailored to meet your unique needs. With a commitment to exceptional service and expertise, Luqman Ajmal and his team are here to help you make informed decisions about your financial future. Whether you're looking to protect your assets with comprehensive insurance coverage or seeking guidance on retirement planning and investments, we offer a wide range of services designed to ensure your peace of mind.
1340 Street Road, Bensalem, Pennsylvania 19020, United States
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