Investing approach in York, Pennsylvania

Theodore Ackerson, Financial Professional - New York Life, is a dedicated financial services and insurance agency located at 225 W Station Square Dr, Suite 300, Pittsburgh, PA 15219, United States. Specializing in personalized financial planning and insurance solutions, Theodore Ackerson provides expert guidance to help individuals and businesses achieve their financial goals. With a commitment to excellence and a client-focused approach, this agency offers a range of services including life insurance, retirement planning, investment strategies, and wealth management. Whether you're looking to secure your family's future, plan for retirement, or grow your investments, Theodore Ackerson and his team are here to provide trusted advice and tailored solutions to meet your unique needs.

At Harmeet Sawhney, Financial Professional - New York Life, we are dedicated to helping individuals and businesses in Pittsburgh, PA, navigate their financial journeys with confidence and clarity. Our mission is to provide comprehensive financial and insurance solutions that are tailored to meet the unique needs and goals of each client. With a strong foundation in finance and insurance, we offer a wide range of services designed to protect and grow your assets while ensuring your peace of mind.Our Services:1. Permanent Life Insurance Policies: - Guaranteed death benefit and cash value that grows over time. - Long-term coverage customizable to your needs and budget.2. Investment-Linked Insurance: - Long-term coverage with the ability to invest your policy’s cash value in the market.3. Long-Term Care Insurance:

Welcome to Jennifer Dwan, Realtor of the Poconos and Upstate New York! Conveniently located at 800 Waxwing Court, Lords Valley, Pennsylvania, our business is dedicated to providing exceptional real estate services tailored to your unique needs. With a deep understanding of the Poconos and Upstate New York regions, Jennifer Dwan is committed to helping you find your dream home or the perfect property investment. Whether you're buying, selling, or exploring real estate opportunities, Jennifer offers personalized guidance and professional expertise to ensure a seamless and rewarding experience. Known for her attention to detail, market knowledge, and client-focused approach, Jennifer is your trusted partner in navigating the dynamic real estate landscape.

Welcome to New York Life Insurance, your trusted partner in financial security and peace of mind. Conveniently located at 2 Meridian Blvd Ste 208, Wyomissing, PA 19610, we are dedicated to serving the Wyomissing community and beyond with exceptional insurance solutions tailored to your unique needs. As a premier finance and insurance agency, New York Life Insurance offers a comprehensive range of services designed to protect what matters most to you. Whether you're looking for life insurance, retirement planning, or investment strategies, our experienced team is here to guide you every step of the way. We pride ourselves on our personalized approach, ensuring that each client receives customized plans that align with their financial goals and aspirations.

Hello Insurance and Financial Services is a trusted insurance agency located at 9101 West Chester Pike in Pennsylvania, United States. Our dedicated team offers a full range of insurance products to suit your needs at every stage of life. With a mission to protect what matters most to you, we provide personalized insurance solutions that give you the peace of mind you deserve. With years of experience in the insurance industry, we are experts in helping clients prepare for the unexpected. Our streamlined approach makes it easy for you to find the right coverage from our network of insurance carriers. We proudly serve clients in Pennsylvania, New Jersey, New York, Delaware, and Maryland.

Traditions Bank is a trusted financial institution located at 235 Saint Charles Way in York, Pennsylvania, United States. Our bank offers a wide range of financial services, including ATM access, personal and business banking, loans, and investment options. With a commitment to excellent customer service and a dedication to upholding traditional banking values, Traditions Bank is your go-to destination for all your financial needs. Visit us today and experience the difference that our personalized approach to banking can make in your life.

Northwestern Mutual is a reputable finance and insurance agency located at 1 South George Street in York, Pennsylvania, United States. With a strong focus on providing financial security and peace of mind to its clients, Northwestern Mutual offers a wide range of insurance and investment products to help individuals and families plan for their future. The institution prides itself on its personalized approach to financial planning, helping clients achieve their goals and protect what matters most to them. With a commitment to excellence and a long-standing reputation for reliability, Northwestern Mutual is a trusted partner in financial planning for individuals and businesses alike.

Merrill Lynch Financial Advisor Ty Wilkinson is a finance institution located at 96 South George Street, York, Pennsylvania, United States. Ty Wilkinson specializes in networking with realtors and assisting in business acquisitions through alternative financing solutions for real estate and business transactions. With a team of specialists, he provides goals-based wealth management to families, professionals, and business owners. Ty is dedicated to building long-lasting relationships by offering exceptional service, customized advice, and a disciplined approach to investing. He is described as passionate, caring, and ambitious, with interests in the outdoors, motor sports, and hunting. As a lifetime resident of central Pennsylvania, Ty offers Merrill Personal Wealth Analysis™ to create personalized financial plans centered on individual goals. With access to Merrill's global resources, Ty and his team focus on building strong client relationships based on trust and personalized service. They believe in understanding clients' priorities and goals, adapting financial approaches as life changes. By utilizing the Investment Personality Assessment and staying updated on clients' changing needs, Ty Wilkinson aims to help clients achieve their financial goals and manage investment risks. With a focus on personalized solutions and a commitment to understanding clients' unique needs, Merrill Lynch Financial Advisor Ty Wilkinson is dedicated to helping clients live their best financial lives.

Merrill Lynch Financial Advisor Matthew Kale, located at 96 South George Street in York, Pennsylvania, United States, offers personalized wealth management strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Matthew Kale focuses on understanding your priorities and helping you achieve your aspirations. Through the Merrill Personal Wealth Analysis™, he can create a customized plan centered around your goals, whether it's planning for retirement, saving for a home, or funding a child's education. By getting to know you personally and using research in behavioral finance, Matthew Kale aims to develop a financial approach that aligns with your preferences and helps you pursue what matters most to you. As your life and goals evolve, he will work with you to update your financial approach to reflect these changes. With a commitment to putting you first, Matthew Kale is dedicated to helping you navigate the complexities of your financial life and reach your goals. Contact Merrill Lynch Financial Advisor Matthew Kale to start designing a personalized plan that can help you achieve financial success.

White Rose Wealth Management is a finance institution located at 2200 South George Street in York, Pennsylvania, United States. Our team is dedicated to helping individuals at any stage of their financial journey, as we understand that wealth means different things to different people. We take a goals-based approach to understand your priorities and set you on a path towards financial well-being. Our services inspire setting goals, making positive changes, planning for a better retirement, and securing a brighter future. We work with you to give meaning to your assets and help you achieve your financial goals. Our team of experienced financial advisors, including Aaron Trinh, Jim Tollinger, Mike Gugliemini, Doug Holtzapple, and John Bucher, offer investment advisory services through Pruco Securities, LLC.

Merrill Lynch Wealth Management, located at 96 South George Street in York, Pennsylvania, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch can provide personalized financial strategies tailored to your specific needs, whether you are navigating a rising or turbulent market. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping you identify your goals and create financial strategies designed to meet your long-term objectives.

Matt Manning - RBC Wealth Management Financial Advisor is a reputable financial institution located at 912 South George Street in York, Pennsylvania, United States. As a trusted advisor, Matt Manning provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, Matt Manning is dedicated to guiding clients towards a secure financial future. With a commitment to excellence and a client-centric approach, Matt Manning - RBC Wealth Management Financial Advisor is a top choice for individuals seeking expert financial advice and services.

White Oak Wealth Partners, located at 100 State Street in Erie, Pennsylvania, specializes in creating financial plans and sophisticated tax strategies for business owners, executives, and affluent families. If you're unsure about when you can retire and what lifestyle you'll be able to support, their team of independent advisors can help. They will assess your resources for retirement, determine how much you'll need, when you can retire, and what rate of return you should aim for on your investable assets. Their tax-focused approach aims to minimize asset erosion due to taxation. Please note that specific individualized tax advice is not provided, and it is recommended to discuss your specific tax issues with a qualified tax advisor. White Oak Wealth Partners' transparent fee structure aligns their compensation with your long-term goals, allowing them to create highly sophisticated strategies while delivering exceptional service.

Jagodzinski Financial Boutique is a finance institution located at 670 Main Street, Sugar Notch, Pennsylvania, United States. They specialize in providing financial guidance to highly successful business owners and wealthy individuals. Their hands-on approach involves collaborating closely with clients' other trusted professionals to ensure financial strategies are aligned with their goals. The team at Jagodzinski Financial understands the importance of trust and confidentiality when it comes to managing finances. They aim to be a trustworthy confidant for clients, offering guidance and support through both good and challenging times. Their services go beyond monetary advice, focusing on helping clients take care of their families and businesses.

Modern Wealth Concepts LLC is a finance institution located at 261 Old York Road in Jenkintown, Pennsylvania, United States. Our team of financial experts is dedicated to helping clients achieve their wealth management goals through personalized strategies and tailored investment solutions. With a focus on modern financial concepts and innovative approaches, we strive to provide our clients with the tools and knowledge needed to build and protect their wealth for the future. Whether you are looking to grow your assets, plan for retirement, or navigate complex financial decisions, Modern Wealth Concepts LLC is here to help you every step of the way.

Gibraltar Wealth Management is a renowned financial institution located at 1117 Old York Road in Abington, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Gibraltar Wealth Management provides personalized solutions tailored to each client's unique needs. Trustworthy and reliable, they are dedicated to helping individuals and families secure their financial future.

Concentric Planning & Advisory Solutions is a financial planning institution located at 610 Old York Road in Jenkintown, Pennsylvania, United States. With a team of experienced financial advisors, they offer comprehensive financial planning and investment management services to help clients achieve their financial goals. Their personalized approach and commitment to client satisfaction set them apart from other financial planning firms. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Concentric Planning & Advisory Solutions is dedicated to providing expert guidance and support every step of the way.

Distinctive Financial Services is a leading finance institution located at 2370 York Road in Jamison, Pennsylvania, United States. With a team of experienced financial experts, we offer a wide range of services including investment management, retirement planning, estate planning, and more. Our personalized approach ensures that each client receives tailored financial solutions to meet their individual needs and goals. Whether you are looking to grow your wealth, plan for the future, or protect your assets, Distinctive Financial Services is here to help you achieve financial success.

Merrill Lynch Financial Advisor Christian Kelly is located at 180 Fort Couch Road in Upper Saint Clair, Pennsylvania, United States. Christian Kelly is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management, with various registrations and designations in the finance industry. He was honored by Forbes as one of America’s Top Next Generation Wealth Advisors in 2023. Christian focuses on helping clients grow and preserve their wealth through customized strategies in investment selection, portfolio design, and risk management. With access to tools from Merrill and Bank of America, he assists clients with all aspects of their financial lives. Christian brings valuable technical experience from his time in Merrill’s investment banking division in New York City. He graduated Magna Cum Laude from Claremont McKenna College with a degree in Economics. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™ and aims to help clients achieve their goals and priorities over time. The institution's approach is built around understanding each client's personality and life priorities to create a customized financial plan. The institution values building a one-on-one relationship with each client and providing guidance on financial decisions and market changes. Christian Kelly and his team are dedicated to helping clients reach their financial goals and navigate the complexities of the financial world.

Carla Jagodzinski, Financial Services Professional, operates the Jagodzinski Financial Boutique located at 670 Main Street, Sugar Notch, Pennsylvania, United States. Specializing in finance and insurance services, Carla and her team at Jagodzinski Financial Boutique are dedicated to serving professional advisors and highly successful business owners and individuals. With a hands-on approach to financial planning, the boutique firm collaborates closely with clients' other trusted professionals to ensure financial strategies are aligned with their goals. Carla and her team understand the importance of building a relationship with clients, offering trustworthy guidance and support through both good and challenging times.

Merrill Lynch Financial Advisor Christian A Aguirre is a finance institution located at 600 Hyde Park, Doylestown, Pennsylvania, United States. Specializing in wealth management, the institution compares financial planning to flying a plane from New York to Los Angeles - it's crucial to make small course corrections along the way to ensure you reach your destination. The team at Aguirre-Jankowski Group is dedicated to keeping clients on track with their financial strategies, tailored to each individual's needs and constantly evolving to account for life's major events. With access to investment insights from Merrill and banking solutions from Bank of America, the Aguirre-Jankowski Group offers personalized financial approaches to help clients manage, grow, and preserve their wealth over time. The team begins every relationship with a conversation to identify and prioritize each client's financial goals, providing insights and resources to help them achieve their aspirations.

Ganawan Ismail is a finance institution located at 8250 Old York Road in Elkins Park, Pennsylvania, United States. With a focus on providing financial services to individuals and businesses, Ganawan Ismail offers a wide range of banking, investment, and lending solutions to help clients achieve their financial goals. The institution is known for its personalized approach to customer service and commitment to helping clients make informed financial decisions. Whether you are looking to open a savings account, invest in the stock market, or secure a loan, Ganawan Ismail is dedicated to helping you navigate the world of finance with confidence.

Adams and Associates, PC is a well-established institution located at 1719 Callender Road, Thompson, Pennsylvania, United States. With over 25 years of experience, we have been assisting clients in Pennsylvania, New York, and New Jersey in growing their businesses, managing taxes, and achieving financial security. Our team of experts combines tax knowledge with financial services to offer a comprehensive approach to simplify your financial life. We provide unique insights into your financial world, helping you make informed decisions.

Pennsylvania Insurance Co, located at 460 Swedesford Road in Wayne, Pennsylvania, is a health insurance agency dedicated to providing the right financial solutions and insurance products for individuals and businesses. They offer workplace benefits, solutions for clients of all sizes, and a proactive approach to disability support. The institution also gives back to communities through financial and volunteer support. With a commitment to personalized service and partnerships with innovative companies, Pennsylvania Insurance Co ensures a dependable benefits administration experience. They offer a variety of insurance and investment products for small businesses without sacrificing quality service. The institution operates under The Standard, which is a marketing name for Standard Insurance Company and The Standard Life Insurance Company of New York. Products and availability vary by state and are the responsibility of the applicable insurance company.

GMR Metal Roofs is your trusted local roofing contractor located in Olyphant, Pennsylvania. With a focus on quality and customer satisfaction, we specialize in the installation and maintenance of metal roofing systems for both residential and commercial properties. Our service area spans across numerous counties in Pennsylvania, including Luzerne, Lackawanna, Bradford, Columbia, Carbon, Lehigh, Lycoming, Monroe, Montour, Northampton, Northumberland, Pike, Schuylkill, Snyder, Sullivan, Susquehanna, Tioga, Union, Wayne, and Wyoming. Additionally, we extend our services to the New York counties of Broome, Chemung, Chenango, Cortland, Delaware, Sullivan, Tioga, and Tompkins.

Nestled in the heart of downtown Pittsburgh, Mellon Green offers a serene escape amidst the bustling cityscape at 501 Grant Street. This beautifully landscaped urban park serves as a cherished green space for both locals and visitors, providing a perfect spot for relaxation, picnics, and leisurely strolls. As a popular tourist attraction, Mellon Green is not just a park, but a vibrant community hub that adds a touch of nature to the city’s financial district.

MaCalus V. Hogan, MD Type: Orthopaedic Surgeon, Health Care Provider Location: 8000 Cranberry Springs Dr, Cranberry Twp, PA 16066, United States

Welcome to Dr. Paul's Holistic Health Network, where we believe in achieving optimal health through a holistic approach that encompasses physical, mental, and emotional well-being. Located in the heart of Jenkintown, PA, our mission is to empower individuals to take control of their health through natural and effective methods.Meet Dr. Paul Hopkins N.D.:Dr. Paul Hopkins, a renowned Naturopathic Doctor, combines his extensive expertise in Naturopathic Medicine with practical advice and evidence-based strategies to guide you on your journey to wellness. He is also the author of "The Insider’s Quick Guide to Optimal Health," a comprehensive resource that outlines the importance of balanced nutrition, regular exercise, stress management, quality sleep, and positive relationships.Tune In to Our Radio Shows:- "Dr. Paul’s Holistic Health Show" on WURD Radio 900am/96.1 FM Philadelphia, PA - When: Saturday mornings from 9-10am - "The Green Hour" on WURD Radio - When: Sunday afternoons from 3-4pm

Welcome to BNY Wealth Pittsburgh PA, your trusted partner in wealth management and financial services. Located in the iconic BNY Mellon Center in the heart of Pittsburgh, our office stands as a testament to our deep-rooted commitment to the community and our clients. With a heritage tracing back to the founding of Mellon Bank in 1869, our Pittsburgh office combines historical legacy with modern financial acumen.Our Expertise:For over 240 years, BNY Wealth has been dedicated to helping successful individuals and families build, manage, and sustain their wealth through various market cycles. Our seasoned professionals, with more than 200 years of combined industry experience, offer a comprehensive range of services tailored to meet the unique needs of each client. These services include:- Investing: Crafting personalized investment strategies to grow and preserve wealth. - Borrowing: Providing tailored lending solutions to support your financial goals. - Spending: Advising on effective spending strategies to maintain financial health.

Poconos 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.