Insurance portfolio review in Pennsylvania
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Jessica Walters - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJessica Walters is a Financial Advisor at Ameriprise Financial Services, LLC located at 125 North Franklin Street, Titusville, Pennsylvania, United States. She 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®. With expertise in asset management, retirement planning, estate planning, insurance products, and investment strategies, Jessica is dedicated to providing comprehensive financial planning services to individuals and small business owners. Contact Jessica Walters today for personalized financial advice and guidance.
125 N Franklin St, Titusville, PA 16354, United States -
Richard Kappel - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRichard Kappel, a Financial Advisor at Ameriprise Financial Services, LLC, located at 3824 Northern Pike in Monroeville, Pennsylvania, offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement planning, education funding, major purchases, and more, Richard documents goals, conducts regular reviews, and adjusts strategies as life changes. Clients can access their accounts and track progress online securely. As the winner of Kiplinger Readers’ Choice Awards 2023, Ameriprise provides comprehensive financial services, including insurance solutions to protect assets and loved ones. Schedule a complimentary initial consultation to start planning for a confident financial future. Please note that investment products involve risks and are not FDIC insured. Securities are offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Richard Kappel is registered in certain states - check FINRA's BrokerCheck website for details. Contact Richard for more information or to refer friends and family for financial guidance.
One Monroeville Ctr, 3824 Northern Pike Ste 850, Monroeville, PA 15146, United States -
Brian Duelfer - Financial Advisor, Ameriprise Financial Services, LLC
● OpenBrian Duelfer, a financial advisor at Ameriprise Financial Services, LLC, located at 3701 Corporate Parkway in Pennsylvania, United States, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Brian provides personalized investment, asset allocation, and portfolio recommendations. Regular meetings are held to review progress, update strategies, and track goals. Clients have secure access to their investments and accounts from any device. If you have questions or would like to schedule a complimentary initial consultation, Brian is available to discuss retirement planning, education savings, major purchases, and more. Through the Retirement InteractiveSM tool,, clients can explore potential challenges that may impact their retirement income.
3701 Corporate Pkwy Ste 130, Center Valley, PA 18034, United States -
Thomas McGuire - Thrivent
● OpenThomas McGuire - Thrivent is a finance institution located at 2031 North Broad Street, Lansdale, Pennsylvania, United States. Licensing can be obtained through the State Insurance Department’s website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so clients are encouraged to consult with their 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 have the option 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, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent.
2031 N Broad St Ste 135, Lansdale, PA 19446, United States -
Paul Rose - Financial Advisor, Ameriprise Financial Services, LLC
● OpenPaul Rose - Financial Advisor, Ameriprise Financial Services, LLC is a trusted financial institution located at 101 South 3rd Street in Easton, Pennsylvania, United States. With a focus on providing personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance, Paul Rose helps clients track their progress towards financial objectives such as retirement or education. As a member of Ameriprise Financial, Paul Rose is committed to helping clients navigate the complexities of financial planning and investment management. Clients can access their accounts and track progress towards goals securely from any device. Schedule a complimentary initial consultation to learn more about how Paul Rose can assist with achieving financial goals. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC.
101 S 3rd St Ste 205, Easton, PA 18042, United States -
Boris Niko - Financial Advisor, Ameriprise Financial Services, LLC
● OpenBoris Niko is a financial advisor at Ameriprise Financial Services, LLC located at 383 East Street Road in Feasterville-Trevose, Pennsylvania, United States. Boris Niko holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. The institution offers a range of services including asset management, retirement planning, estate planning, investment opportunities for retirees and small business owners, insurance products, and more. Boris Niko is dedicated to providing expert financial advice and guidance to individuals, helping them make informed decisions about their financial future. With a focus on ethics and professionalism, Boris Niko aims to help clients achieve their financial goals and secure their financial well-being.
383 E Street Rd, Feasterville-Trevose, PA 19053, United States -
Jill Roe
● OpenJill Roe is a health institution located at 123 West Lincoln Highway in Exton, Pennsylvania, United States. Specifically, it is the Sterling Optical store in Exton, known for providing the best value and selection for all your eye care and eyewear needs. With popular designer brands and the latest styles available, you can find the perfect eyewear to fit your style and budget at this location. Dr. Hagar, with over 28 years of experience, leads the team in providing quality eye care services. Whether you need a routine eye exam or are looking for new glasses or contacts, the friendly staff at Jill Roe is dedicated to making your experience pleasant and stress-free. Give them a call at (610) 524-8886 to inquire about accepted insurance plans and schedule an appointment today.
123 W Lincoln Hwy, Exton, PA 193412609, United States -
About The Lou Spencer Agency
● OpenThe Lou Spencer Agency is a leading insurance agency located at 4003 Lime Kiln Road in Allentown, Pennsylvania. With a commitment to providing personalized service and comprehensive coverage options, our experienced team of agents is dedicated to helping clients find the right insurance solutions for their needs. Whether you're looking for home, auto, life, or business insurance, we are here to assist you every step of the way. Contact us today to learn more about how we can help protect what matters most to you.
4003 Lime Kiln Rd, Allentown, PA 18104, United States -
Russ Dunn
● OpenRuss Dunn is a reputable health insurance agency located at 837 Evans City Road in Renfrew, Pennsylvania. With a commitment to providing top-notch insurance services to individuals and families in the area, Russ Dunn is known for their personalized approach and dedication to finding the best coverage options for their clients. Whether you are in need of health insurance for yourself or your family, Russ Dunn is here to help navigate the complex world of insurance and ensure that you have the coverage you need. Visit their office today to learn more about their services and how they can help protect your health and financial well-being.
837 Evans City Rd # 102, Renfrew, PA 16053, United States -
Randy Rodkey
● OpenRandy Rodkey is a reputable health insurance agency located at 5000 Tilghman Street in Allentown, Pennsylvania. With a commitment to providing top-notch insurance solutions for individuals and families, Randy Rodkey offers a wide range of health insurance products tailored to meet the unique needs of each client. Whether you are looking for coverage for medical expenses, prescription drugs, or preventive care, Randy Rodkey has you covered. Their team of experienced professionals is dedicated to helping you find the best insurance plan that fits your budget and lifestyle. Trust Randy Rodkey to protect your health and financial well-being with their reliable insurance services.
5000 Tilghman St # 240, Allentown, PA 18104, United States -
Ignitist Corp
● OpenIgnitist Corp is a leading insurance agency located at 2060 Detwiler Road in Harleysville, Pennsylvania. With a team of experienced professionals, we are dedicated to providing top-notch insurance solutions to individuals and businesses in the United States. Our commitment to excellence and customer satisfaction sets us apart in the industry. Contact us today to learn more about our services and how we can help protect what matters most to you.
2060 Detwiler Rd, Harleysville, PA 19438, United States -
Marcus Agency South
● OpenMarcus Agency South is a renowned insurance agency located at 1275 Tressler Drive in Fort Washington, Pennsylvania. With a commitment to providing top-notch insurance services to individuals and businesses, Marcus Agency South offers a wide range of insurance products to meet the diverse needs of its clients. Whether you are looking for auto, home, life, or commercial insurance, our team of experienced professionals is dedicated to helping you find the right coverage at the best possible rates. Trust Marcus Agency South to protect what matters most to you.
1275 Tressler Dr, Fort Washington, PA 19034, United States -
Roger J. Conners Agency
● OpenThe Roger J. Conners Agency is a trusted insurance agency located at 1832 Washington Boulevard in Easton, Pennsylvania, United States. With a commitment to providing personalized service and comprehensive coverage options, our agency is dedicated to helping clients protect what matters most to them. Whether you are looking for auto, home, life, or business insurance, our experienced team is here to assist you every step of the way. Contact us today to learn more about how we can tailor an insurance plan to meet your specific needs and budget.
1832 Washington Blvd, Easton, PA 18042, United States -
Sounubon Sikhounmeuang, Bankers Life Agent
● OpenSounubon 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 -
All Risks, Ltd.
● OpenAll Risks, Ltd. is an insurance agency located at 555 East North Lane, Conshohocken, Pennsylvania, United States. Recently, All Risks has joined forces with Ryan Specialty, effective September 1, 2020. This institution offers various national programs, including Alive Risk Special Event Online Quoting. Clients can make payments online through credit card or ACH, or via wire transfer, check, or Prexa Payments. For claim reporting and inquiries, clients can contact the institution directly or send ACORD Loss Notices to arlclaims@rtspecialty.com. In case of emergencies or after office hours, clients can call Crawford & Company at 877-346-0300. RT Specialty has a team of claims professionals ready to assist clients with any issues. Please refer to the institution's website for more information and updates on moratoriums and cease bind messages during storms and other challenges.
555 E North Ln #5060, Conshohocken, PA 19428, United States -
Sprowls
● OpenSprowls is an esteemed institution located at 795 Fellsburg Road in Belle Vernon, Pennsylvania, United States. Known for its commitment to academic excellence and fostering a supportive learning environment, Sprowls offers a wide range of programs and services to help students achieve their educational goals. With experienced faculty, state-of-the-art facilities, and a strong sense of community, Sprowls is dedicated to providing students with the tools they need to succeed in their chosen fields. Whether you're looking to further your education or enhance your skills, Sprowls is the perfect place to start your journey towards a brighter future.
795 Fellsburg Road, Belle Vernon, PA 15012, United States -
Patrick M Mullaney: Primerica - Financial Services
● OpenPatrick M Mullaney: Primerica - Financial Services is a reputable insurance agency located at 7310 Tilghman Street in Allentown, Pennsylvania, United States. With a focus on providing top-notch financial services, the institution is dedicated to helping individuals and families secure their financial future. Whether you are looking for insurance coverage or investment opportunities, the experienced team at Patrick M Mullaney: Primerica - Financial Services is ready to assist you every step of the way. Trustworthy, reliable, and committed to excellence, this institution is the go-to destination for all your financial needs.
7310 Tilghman St, Allentown, PA 18106, United States -
Terri L Stigler: Primerica - Financial Services
● OpenTerri L Stigler: Primerica - Financial Services is an insurance agency located at 1840 County Line Road in Pennsylvania, United States. Specializing in providing financial services, this institution offers a wide range of insurance products and solutions to meet the needs of individuals and families. With a focus on helping clients achieve their financial goals and secure their future, Terri L Stigler: Primerica - Financial Services is committed to providing personalized and professional service to all clients. Whether you are looking for life insurance, retirement planning, or investment options, this institution can help you navigate the complexities of the financial world and make informed decisions for your financial future.
1840 County Line Rd STE 105-106, Huntingdon Valley, PA 19006, United States -
Brian Lee - Prudential Financial
● OpenBrian Lee - Prudential Financial is a finance and insurance agency located at 1100 Horizon Circle in Chalfont, Pennsylvania, United States. With a focus on providing clients with personalized financial planning and insurance solutions, the institution is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment advice, or insurance coverage, the experienced team at Brian Lee - Prudential Financial is committed to providing expert guidance and exceptional service. Contact them today to learn more about how they can help you secure your financial future.
1100 Horizon Cir, Chalfont, PA 18914, United States -
Doyle Alliance Group, Inc
● OpenDoyle Alliance Group, Inc is a reputable insurance agency located at 123 South Broad Street in Philadelphia, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of insurance services to meet the diverse needs of their clients. Whether it's auto, home, life, or business insurance, Doyle Alliance Group, Inc is committed to providing top-notch coverage and exceptional customer service. Trustworthy and reliable, they strive to protect what matters most to their clients.
123 S Broad St # 830, Philadelphia, PA 19109, United States -
Janina Strouse
● OpenJanina Strouse is a health institution located at 20 North Front Street in Bally, Pennsylvania, United States. The institution offers counseling services for children, adolescents, adults, and families. The therapists at Janina Strouse provide a safe and non-judgmental environment for clients to express themselves and work through issues such as depression, anxiety, trauma, and more. The therapists take a person-centered approach to counseling and offer creative interventions to supplement the counseling process. While not currently in network with insurance, Janina Strouse offers services at a reduced rate to provide affordable quality care for clients. The therapists at Janina Strouse specialize in counseling for children, adolescents, and young adults, with a focus on utilizing expressive arts as a way to heal and grow. Clients are encouraged to engage in their own creative process through modalities such as drawing, painting, dance, writing, and more. The therapists aim to create a safe space for clients to explore their authentic selves and celebrate their discoveries.
20 N Front St, Bally, PA 19503, United States -
Willow Risk Advisors
● OpenWillow Risk Advisors is a top-tier insurance agency located at 350 South Main Street in Doylestown, Pennsylvania. Specializing in Professional Liability (Malpractice) Insurance, particularly within the healthcare practice industry, we are dedicated to protecting physicians and their practices from new and emerging risks. Our team works tirelessly to create customized insurance programs with competitive terms, allowing healthcare professionals to focus on what they do best - practicing medicine. With expertise in handling all types of facilities, from stand-alone centers to regional and national healthcare delivery systems, we understand the complexities of healthcare exposures. By partnering with physicians and practices, we build tailored insurance programs around their specific needs. Our ability to create group and associated programs, including specialty-specific or group associations, sets us apart in the industry.
350 S Main St Suite 101, Doylestown, PA 18901, United States -
Principal Financial Group
● OpenPrincipal Financial Group is a finance institution located at 997 Cumberland Highway, Pleasant Hall, Pennsylvania, United States. At Principal Financial Group, you can discover how insurance can help protect what matters most to you. You can easily download tax forms and get your top questions answered with just a few clicks. As the presenting sponsor of the women’s and men’s John R. Wooden Award and Legends of Coaching Award, we celebrate expertise, excellence, and equality in sports. Protect your life and wages so that your loved ones can keep moving forward, no matter what happens. Dedicate part of each paycheck to big goals like retirement or education, with accounts tailored for the long term. Feel confident about investing and live well in retirement with the help of Principal Financial Group.
997 Cumberland Hwy, Pleasant Hall, PA 17246, United States -
Poconos Vacation Rental Management by Hyatus Stays
● OpenPoconos Vacation Rental Management by Hyatus Stays Located at 3169 Spruce Cabin Rd, Mountainhome, Cresco, PA 18326, United States, Poconos Vacation Rental Management by Hyatus Stays specializes in transforming your Pocono property into a premier vacation destination. Our business encompasses finance, real estate agency, and travel agency services, offering comprehensive management solutions for short-term rental properties in the picturesque Pocono Mountains.
3169 Spruce Cabin Rd Mountainhome, Cresco, PA 18326, United States -
Principal Financial Services
● OpenPrincipal Financial Services, located in the heart of Langeloth, Pennsylvania, is your trusted partner in navigating the complex world of finance. Our mission is to help you protect what matters most and achieve your financial goals, whether it's securing your family's future, planning for retirement, or investing wisely.Our Services:1. Insurance Protection: - We offer comprehensive insurance solutions to safeguard your life and wages. Our goal is to ensure that, no matter what happens, your loved ones can continue to thrive.2. Investment Guidance: - In times of market volatility, we provide expert advice to help you stay focused on your long-term objectives. Our tailored investment accounts are designed to help you save for significant milestones, such as retirement or education.3. Retirement Planning:
845 John Street, Langeloth, Pennsylvania 15054, United States -
Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenVictoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC Located at 3438 Pennsylvania 208, New Wilmington, Pennsylvania 16142, United States, Victoria Whelan operates as an Associate Financial Advisor under the umbrella of Ameriprise Financial Services, LLC. Specializing in a broad spectrum of financial advisory services, Victoria Whelan is committed to providing personalized financial solutions tailored to meet the diverse needs of her clients.
3438 Pennsylvania 208, New Wilmington, Pennsylvania 16142, United States -
Ronald Esposito - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenAt Ronald Esposito - Associate Financial Advisor, Ameriprise Financial Services, LLC, we are dedicated to providing personalized financial guidance to help you achieve your financial goals. Located conveniently in New Castle, Pennsylvania, our office is committed to delivering expert advice tailored to your unique financial situation.
176 Enclave Drive, New Castle, Pennsylvania 16105, United States -
Derek Thomas - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenDerek Thomas is an Associate Financial Advisor with Ameriprise Financial Services, LLC, located at 1150 Washington Road in Washington, Pennsylvania. Derek brings a wealth of knowledge and expertise to his clients, backed by an impressive array of certifications and designations in the financial planning industry. His credentials reflect a commitment to ethics, comprehensive financial planning, and a deep understanding of the financial needs of diverse clients, including individuals, retirees, small business owners, and domestic partners.
1150 Washington Road, Washington, Pennsylvania 15301, United States -
Steven Sabol - Financial Advisor, Ameriprise Financial Services, LLC
● OpenSteven Sabol is a distinguished financial advisor located in Mount Lebanon, Pennsylvania, offering comprehensive financial services through Ameriprise Financial Services, LLC. With a dedication to ethical standards and a wealth of certifications, Steven provides expert guidance in various financial planning areas tailored to meet the unique needs of his clients.
1 Altoona Place, Mount Lebanon, Pennsylvania 15228, United States -
John Pulice - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenAt John Pulice - Associate Financial Advisor, Ameriprise Financial Services, LLC, we prioritize what's most important to you. Whether your goals include retirement planning, funding education, or making a significant purchase like a second home, we’re here to help.
1704 W 26th St, Erie, PA 16508, United States
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