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TOP 30 Insurance portfolio review in Scranton, PA
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United District, LLC
United District, LLC is a finance and insurance agency located at 725 Pittston Avenue in Scranton, Pennsylvania, United States. In addition to providing financial and insurance services, the institution also offers immigration services, mobile notary services, income tax assistance, and other services. Adela, the CEO of the institution, is a certified tax preparer and notary public in the state of Pennsylvania. She is dedicated to helping clients achieve their dreams by serving as an intermediary in various processes. The institution has a highly qualified bilingual team with over 10 years of experience in customer service. They prioritize treating all customers with care, understanding their needs, and providing professional and ethical assistance. United District, LLC upholds corporate values such as honesty, integrity, and confidentiality. The institution provides information over the phone or in person, as costs and processing times vary for different services. Clients are given an estimated time frame for their case type once the process begins. Additionally, United District, LLC assists individuals in obtaining an ITIN number for tax reporting purposes if they do not have a Social Security number. Visit USCIS.GOV for more information.
Merrill Lynch Financial Advisor Gregory F. Rosetti
Merrill Lynch Financial Advisor Gregory F. Rosetti is a dedicated finance institution located at 417 Lackawanna Avenue, Scranton, Pennsylvania, United States. Greg Rosetti, a seasoned Financial Advisor, joined Merrill Lynch Wealth Management in 2019 with a focus on understanding, planning, and assisting clients in achieving their financial goals. With a degree in Finance from Saint Joseph's University and years of experience in the financial and insurance industries, Greg is equipped to design customized financial strategies for families and individuals. Alongside his team of talented professionals, Greg is committed to building strong client relationships based on trust and personalized service. By utilizing Merrill Personal Wealth Analysis™ and Investment Personality Assessment tools, Greg ensures that each client's unique goals and priorities are at the forefront of their financial approach. With access to the investment insights of Merrill and banking solutions from Bank of America, Greg works diligently to help clients manage, grow, and preserve their wealth while addressing their financial needs. By regularly reviewing and adjusting financial approaches to reflect changes in clients' lives and goals, Greg ensures that clients stay on track to achieve what matters most to them. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Gregory F. Rosetti is dedicated to helping clients live their best financial lives.
Financial Transitions Advisors
Financial Transitions Advisors is a finance institution located at 1101 Penn Avenue, Scranton, Pennsylvania, United States. We prioritize meeting with clients in person to ensure the appropriate financial plan is in place. For those who prefer online meetings, we utilize technology such as video conference and screen sharing. Our services include Investment Risk Assessment, Portfolio Analysis, Access to Full-Service Brokerage, Policy Review, Annuities, Beneficiary Analysis, Critical Illness Solutions, Long-Term Care Insurance, Life Insurance, Disability Insurance, Cash Flow Analysis, Asset Accumulation, Retirement Income Planning, Tax Planning Strategies, Business Succession Planning, and Employee Benefits.
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