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TOP 30 Insurance strategy in Monroeville, PA
13 results found
Search for local businesses, places and services near you
Farmers Insurance - Steven Gazda
Farmers Insurance - Steven Gazda is a trusted insurance agency located at 620 Lincoln Highway in North Versailles, Pennsylvania, United States. With offices in North Versailles & Monroeville, PA, Steven Gazda helps customers identify the insurance coverage and financial strategies that best fit their needs and goals. Whether you need auto, home, life, renters, business insurance, or financial services, Steven Gazda has the knowledge and experience to guide you through the process and help you make informed decisions. With over 80 years of experience, Farmers Insurance will be there for you in the event of a disaster. Get a personalized quote for comprehensive coverage, learn about insurance discounts, and protect your most valuable possessions with competitive rates. Whether you need coverage for your home, life changes, rental property, small business, or recreational vehicles, Steven Gazda can customize an insurance package to meet your needs. Call today for an appointment and start building a solid financial plan for a secure future.
Ameritas Life Insurance
Ameritas Life Insurance, located at 4232 Northern Pike in Monroeville, Pennsylvania, is an insurance agency offering a range of financial services. Ameritas Financial Services of Western PA is a part of this organization, providing life insurance, annuities, retirement plans, investments, and banking services to clients in the Tri State area. With a history dating back to 1929, Ameritas Financial Services of WPA is dedicated to understanding clients' goals and providing customized financial strategies. Representatives offer a variety of products and services, including insurance, securities, and investment advisory services. Visit their website to watch informational videos and use helpful calculators to plan for your financial future.
Shear Capital Group, LLC
Shear Capital Group, LLC is a finance and insurance agency located at 2520 Mosside Boulevard, Monroeville, Pennsylvania, United States. We specialize in financial planning and wealth management services to help our clients make informed decisions in today's complex economy. Our team utilizes independent research and adheres to a fiduciary standard of care to always serve our clients' best interests. Services offered include financial planning, wealth management, pension consulting, and risk management. At Shear Capital Group, we have been providing financial advice and guidance for three generations and over 70 years. Our goal is to help you build and protect your legacy. Securities are offered through LPL Financial, member FINRA/SIPC, and investment advice is offered through Good Life Advisors, LLC, a registered investment advisor. Bradley Shear and Howard Shear may offer advisory services in all states, while Howard Shear may specifically work with residents of PA, FL, OH, and WV.
Richard Kappel - Financial Advisor, Ameriprise Financial Services, LLC
Richard 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.
Robert A Caldwell - Financial Advisor, Ameriprise Financial Services, LLC
Robert A Caldwell is a financial advisor at Ameriprise Financial Services, LLC located at 4055 Monroeville Boulevard in Monroeville, Pennsylvania, United States. Robert holds various certifications including AAMS™ (Accredited Asset Management Specialist), ADPA™ (Accredited Domestic Partnership Advisor), AEP® (Accredited Estate Planner), AIF® (Accredited Investment Fiduciary), APMA™ (Accredited Portfolio Management Advisor), AWMA℠ (Accredited Wealth Management Advisor), and more. These certifications demonstrate his expertise in areas such as asset management, retirement planning, estate planning, and investment strategies. Robert is dedicated to providing comprehensive financial advice and services to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for guidance on investments, insurance products, or estate planning, Robert A Caldwell can help you navigate the complex world of finance with confidence and clarity.
Matthew Orman - Private Wealth Advisor, Ameriprise Financial Services, LLC
Matthew Orman is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2790 Mosside Boulevard in Monroeville, Pennsylvania, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, investment strategies, retirement planning, estate planning, and insurance products. With a focus on providing personalized financial advice, Matthew Orman is committed to helping individuals navigate the complexities of wealth management and achieve their financial goals. Additionally, he offers specialized services for domestic partnerships, estate planning, investment fiduciary practices, portfolio management, and philanthropy. Whether you are a retiree, small business owner, high net worth client, or someone planning for retirement, Matthew Orman has the knowledge and experience to guide you towards a secure financial future.
Megaludis Financial - Northwestern Mutual
Megaludis Financial - Northwestern Mutual is a finance and insurance agency located at 2790 Mosside Boulevard in Monroeville, Pennsylvania, United States. Our institution is dedicated to helping individuals and businesses achieve their financial goals through a range of services such as financial planning, investment strategies, retirement planning, and insurance solutions. With a team of experienced professionals, we strive to provide personalized and comprehensive financial guidance to our clients. Visit us today to learn more about how we can help you secure your financial future.
Joseph Figurelli - Financial Advisor, Ameriprise Financial Services, LLC
Joseph Figurelli - Financial Advisor, Ameriprise Financial Services, LLC, located at 4055 Monroeville Boulevard in Monroeville, Pennsylvania, offers a wide range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Joseph Figurelli is dedicated to providing comprehensive financial planning to individuals and businesses. From asset management to retirement planning, estate planning to investment strategies, insurance products to portfolio management, Joseph Figurelli is equipped to guide clients through complex financial decisions. With a focus on ethics and continued education, Joseph Figurelli ensures that clients receive the highest level of service and expertise in all areas of financial planning. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Joseph Figurelli and his team are committed to helping you achieve your financial goals.
Northwestern Mutual
Northwestern Mutual is a reputable finance and insurance agency located at 2790 Mosside Boulevard in Monroeville, Pennsylvania, United States. With a strong reputation for providing financial planning services, investment strategies, and insurance solutions, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their futures. Their team of experienced professionals are committed to providing personalized guidance and tailored solutions to meet the unique needs of each client. Whether you are seeking retirement planning, wealth management, or insurance coverage, Northwestern Mutual is a trusted partner in helping you build a secure financial foundation.
Anthony Figurelli - Financial Advisor, Ameriprise Financial Services, LLC
Anthony Figurelli is a Financial Advisor at Ameriprise Financial Services, LLC located at 4055 Monroeville Boulevard in Monroeville, Pennsylvania, United States. He holds various 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 his expertise in asset management, estate planning, retirement planning, investment strategies, insurance products, and more. Anthony is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.
Thrivent Financial
Thrivent Financial, located at 1165 Colgate Drive in Monroeville, Pennsylvania, is a finance institution dedicated to helping individuals create a financial plan they can feel confident about. Their team of financial advisors work closely with clients to understand their unique goals and challenges, and provide strategies and solutions to help them achieve financial success. Thrivent offers a free virtual coaching service called Money Canvas™ to help clients build healthier money habits at their own pace. They prioritize understanding the needs of each individual to create a personalized financial plan that aligns with their values and priorities. Whether you are just starting out, building a foundation, or nearing retirement, Thrivent's financial advisors are there to guide you through life's challenges and opportunities.
Prudential Financial - Sciulli Financial Services
Prudential Financial - Sciulli Financial Services is a leading finance institution located at 244 Center Road in Monroeville, Pennsylvania, United States. With a strong focus on providing top-notch financial services, they cater to individuals and businesses looking for expert advice and guidance in managing their finances. Whether you are looking for retirement planning, investment strategies, insurance solutions, or wealth management, their team of experienced professionals is dedicated to helping you achieve your financial goals. Visit Prudential Financial - Sciulli Financial Services today and take the first step towards a secure financial future.
Ralph G Powell III - Private Wealth Advisor, Ameriprise Financial Services, LLC
Ralph G Powell III is a distinguished Private Wealth Advisor affiliated with Ameriprise Financial Services, LLC, located in Monroeville, PA. With a comprehensive suite of certifications and designations, Ralph G Powell III offers expert financial advisory services tailored to meet the diverse needs of clients, ranging from individuals and families to retirees and small business owners.
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