TOP 30 Best Investment advisor in Wilkes-Barre, Pennsylvania

Merrill Lynch Financial Advisor Stacey A Wyandt, located at 600 Baltimore Drive, Wilkes-Barre, Pennsylvania, United States, is dedicated to managing your wealth with a deep understanding of your financial picture. Stacey Wyandt can help create a flexible strategy tailored to your goals, with access to investment insights from Merrill and banking solutions from Bank of America. With over 20 years of experience, Stacey is passionate about building strong client relationships based on trust and personalized service. By utilizing tools like Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, Stacey can help you develop a financial approach that reflects your unique needs and priorities. Whether you're planning for retirement, saving for a home, or funding a child's education, Stacey is committed to helping you achieve your goals. Reach out to Stacey Wyandt for personalized advice and guidance on managing your wealth and pursuing your financial aspirations.

Morgan Stanley Financial Advisors is a leading finance institution located at 1065 Pennsylvania 315, Wilkes-Barre, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert wealth management services. With a strong reputation for excellence and a commitment to client satisfaction, Morgan Stanley Financial Advisors is the trusted partner you need for all your financial needs. Contact us today to schedule a consultation and start planning for a secure financial future.

Merrill Lynch Financial Advisor Ronald Douglas Coltrane, located at 600 Baltimore Drive in Wilkes-Barre, Pennsylvania, is committed to helping you manage your wealth with a personalized approach tailored to your unique financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Ronald Coltrane can help you create a flexible strategy that adapts to changing market conditions. As a part of the Merrill Lynch tradition of community involvement, Ronald Coltrane volunteers his time with organizations in the local community, demonstrating a commitment to serving others. Through the Merrill Personal Wealth Analysis™ process, he can work with you to build a personalized plan centered on your goals and aspirations, providing advice and guidance to help you achieve financial success.

Northwestern Mutual - Scranton/Wilkes-Barre is a leading financial institution located at 52 Glenmaura National Boulevard in Moosic, Pennsylvania, United States. Specializing in providing comprehensive financial planning, investment strategies, and insurance solutions, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their future. With a team of experienced financial advisors, Northwestern Mutual offers personalized services tailored to each client's unique needs. Whether you are planning for retirement, saving for your children's education, or protecting your assets, Northwestern Mutual is committed to providing expert guidance and support every step of the way.

Kevin J Krugel, a financial advisor at Ameriprise Financial Services, LLC, located at 720 Wilkes Barre Township Boulevard in Wilkes-Barre Township, Pennsylvania, offers personalized financial advice and investment solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Kevin can assist with saving for major purchases or meeting current financial needs. Clients can access background and qualification information through FINRA's BrokerCheck website, and are provided with a Client Relationship Summary Disclosure. Kevin J Krugel is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. The institution cannot guarantee future financial results, but aims to provide clients with the tools and guidance needed to navigate the financial landscape. Interested individuals can schedule an initial consultation to discuss their financial priorities and receive an overview of financial planning concepts. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and upholds strict privacy and security measures to protect client information. Referrals are welcome, and Kevin looks forward to helping friends and family members achieve their financial goals.

Kevin J Krugel - Financial Advisor, Ameriprise Financial Services, LLC, located at 100 Wilkes-Barre Boulevard in Wilkes-Barre, Pennsylvania, offers personalized financial advice, investments, and solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Kevin J Krugel can assist in saving for major purchases or meeting current financial needs. Background and qualification information can be found on FINRA's BrokerCheck website, and clients can access the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure for additional information. Kevin J Krugel may only conduct securities business in states where properly registered, as listed on FINRA's BrokerCheck website. The institution provides an initial consultation to discuss financial planning concepts and does not guarantee future financial results. Clients can rely on the Ameriprise Financial Website Rules and Regulations for terms of use, and Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Referrals are welcome, and clients can expect to hear from Kevin J Krugel soon to discuss their financial goals.

Joseph P Krugel Jr is a financial advisor at Ameriprise Financial Services, LLC located at 100 Wilkes-Barre Boulevard in Wilkes-Barre, Pennsylvania, United States. Joseph holds multiple 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 various areas of financial planning including asset management, retirement planning, estate planning, investment management, and more. Joseph is dedicated to providing comprehensive and personalized financial advice to his clients, helping them achieve their financial goals and secure their future.

Mark Katarsky - Financial Advisor at Ameriprise Financial Services, LLC, located at 100 Wilkes-Barre Boulevard in Wilkes-Barre, Pennsylvania, offers a wide range of financial services to meet the needs of individuals and businesses. Mark Katarsky holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, investment strategies, estate planning, and retirement planning. With a focus on ethical practices and continuing education, Mark Katarsky is committed to providing comprehensive financial advice to his clients. Whether you are planning for retirement, managing investments, or navigating complex financial decisions, Mark Katarsky can help guide you towards a secure financial future.

Russell Goodman is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 100 N Wilkes-Barre Boulevard in Wilkes-Barre, Pennsylvania, United States. He offers complimentary initial consultations to discuss financial planning concepts with residents of states in which he is properly registered. Russell Goodman specializes in helping clients achieve their financial goals and navigate the current bull market rally. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring the highest level of security and privacy for clients. Contact Russell Goodman today to schedule a consultation and learn more about how he can help you plan for a successful financial future.

Edward Jones - Financial Advisor: Eileen Y Song is a reputable finance institution located at 3 Public Square in Wilkes-Barre, Pennsylvania, United States. Eileen Y Song is a skilled and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for college, or invest for the future, Eileen Y Song can provide personalized guidance and strategies to help you succeed. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Eileen Y Song is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Stephen J Rosenthal is a finance institution located at 600 Baltimore Drive, Wilkes-Barre, Pennsylvania, United States. The Youngman, Rosenthal & Shaffer Wealth Management Group at Merrill Lynch is dedicated to providing exemplary client service and has been recognized as one of Forbes "Best-in-State Wealth Management Teams" in 2023 and 2024. With over 145 years of combined experience, the team is committed to helping clients achieve their financial goals, whether it be retirement planning, education funding, home purchasing, or estate planning. They take the time to understand each client's unique needs and design a customized wealth management plan to help them pursue their personal financial goals while managing investment risk. The institution offers personalized investment strategies and comprehensive financial solutions to address the evolving needs and priorities of clients. Merrill Lynch Wealth Management Advisors prioritize building strong client relationships based on trust and personalized service, helping clients navigate the complexities of their financial lives and achieve their goals.

Merrill Lynch Financial Advisor Charles L Youngman is located at 600 Baltimore Drive in Wilkes-Barre, Pennsylvania, United States. This finance institution is part of the Youngman, Rosenthal & Shaffer Wealth Management Group and is supported by the global resources of Merrill. With over 145 years of combined experience, the team at Merrill Lynch is dedicated to helping clients achieve their financial goals, whether it's planning for retirement, funding education, purchasing a home, or estate planning. The advisors at Merrill Lynch focus on building strong client relationships based on trust and personalized service. They believe in using wealth to help turn goals into reality, and offer customized wealth management plans to help clients pursue their personal financial goals while managing investment risk. The institution uses the Investment Personality Assessment to understand clients better as investors and tailor financial approaches accordingly.

Wells Fargo Advisors is a finance institution located at 1230 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. As a trusted name in the financial industry, Wells Fargo Advisors offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced advisors, they provide personalized financial planning, investment management, and wealth management solutions. Whether you are looking to build your portfolio, plan for retirement, or save for the future, Wells Fargo Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Mathew D Shaffer is a finance institution located at 600 Baltimore Drive, Wilkes-Barre, Pennsylvania, United States. The institution is part of the Youngman, Rosenthal & Shaffer Wealth Management Group and is supported by the global resources of Merrill. The team of advisors at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The advisors have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. With over 145 years of combined experience, the team at Youngman, Rosenthal & Shaffer Group is committed to helping clients achieve their financial goals, whether it's planning for retirement, funding education, purchasing a home, or estate planning. The advisors take the time to ask questions and listen carefully to understand each client's unique financial situation and goals. Together, they design and implement a customized wealth management plan to help clients pursue their personal financial goals while managing investment risk.

Doran Lisa M is a finance and law institution located at 69 Public Square in Wilkes-Barre, Pennsylvania, United States. Specializing in legal and financial services, Doran Lisa M provides expert advice and support to clients in need of legal representation and financial guidance. With a team of experienced lawyers and financial experts, they are dedicated to helping individuals and businesses navigate complex legal and financial matters with professionalism and integrity. Contact Doran Lisa M for all your legal and financial needs.

Bankers Life is a finance, health, and insurance agency located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, Washington National Insurance Company, and partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. Planning for long-term care is crucial as healthcare costs rise, and our team is here to help you prepare for the future. We are currently recruiting agents, managers, and investment professionals who are passionate about helping others achieve financial security in retirement. Our award-winning training programs and flexible schedules provide a path to success in your local branch office. Join us at Bankers Life and achieve more in your career.

Attorney Carl E Frank is a prestigious law firm located at 8 West Market Street in Wilkes-Barre, Pennsylvania. Specializing in finance and legal matters, Attorney Frank and his team provide expert counsel and representation for a wide range of legal issues. With a strong track record of success and a commitment to client satisfaction, Attorney Carl E Frank is a trusted name in the legal community. Whether you are in need of financial advice, estate planning, or representation in a legal dispute, Attorney Carl E Frank is here to help. Contact us today to schedule a consultation.

Merrill Lynch Wealth Management, located at 600 Baltimore Drive in Wilkes-Barre, Pennsylvania, is a leading finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. With years of combined knowledge and experience, our financial advisors provide strategies for retirement income planning, guidance on investments, estate planning services, and more. We are committed to client satisfaction and helping you achieve your long-term financial goals. Our advisors are supported by the resources of Merrill Lynch Wealth Management and Bank of America to provide you with the best financial solutions. Through our charitable outreach, we support the communities where we live and work. Whether you are just starting your career or looking for a new opportunity, consider joining our team of dedicated advisors who receive professional training and mentoring. Trust Merrill Lynch Wealth Management to help you navigate the complexities of the financial world and reach your financial and life goals.

R J Financial Services is a reputable accounting and finance institution located at 1015 Sively Street in Wilkes-Barre, Pennsylvania, United States. With a team of experienced professionals, we offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Our commitment to excellence and personalized approach sets us apart from the rest, making us a trusted partner for individuals and businesses seeking expert financial guidance. Contact us today to see how we can help you achieve your financial goals.

Chancellor Financial Group is a leading finance institution located at 60 Public Square in Wilkes-Barre, Pennsylvania, United States. With a team of experienced financial experts, Chancellor Financial Group offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Chancellor Financial Group is dedicated to providing personalized solutions to meet your needs. Trust Chancellor Financial Group to help you navigate the complexities of the financial world and secure a prosperous future.

John Cyprich, Bankers Life Agent and Bankers Life Securities Financial Representative, located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania, is your go-to insurance agency for all your insurance needs. John Cyprich, a Financial Advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., offers a wide range of insurance options from core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. At John Cyprich, you can find the right Medicare Advantage plan to suit your needs. Medicare Advantage (Part C) is an all-in-one alternative to Original Medicare Parts A and B, offering similar coverage with the added benefit of prescription drug coverage (Part D). With annual maximum out-of-pocket limits and some plans offering premiums as low as $0 per month, our agents can help you compare and choose the best plan for you.

Nicholas Gallagher, Bankers Life Agent is an insurance agency located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania, United States. The institution offers a range of insurance services, including financial planning and advisory services. With a team of experienced professionals such as Patricia Borger, Alec Bradican, and Darryl Cariati, clients can expect personalized and knowledgeable assistance in navigating their insurance needs. Whether it's retirement planning, investment strategies, or life insurance policies, the team at Nicholas Gallagher, Bankers Life Agent is dedicated to helping clients secure their financial future. Additional representatives such as Brianna Cherkas, John Cyprich, and Tiffany Cyprich provide further expertise in insurance sales and financial advisory services. From unit field trainers like Uma Lewis to branch sales managers like Derek Sheruda, the institution offers a diverse range of professionals to cater to every client's individual needs. Visit Nicholas Gallagher, Bankers Life Agent for comprehensive insurance solutions and expert guidance in managing your finances.

Jamie Dileo, Bankers Life Agent is an insurance agency located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania. As a dedicated Bankers Life agent, Jamie Dileo offers personalized insurance solutions to help individuals and families protect their financial future. With a focus on providing excellent customer service and expert advice, Jamie Dileo is committed to helping clients find the right insurance coverage to meet their needs. Contact Jamie Dileo, Bankers Life Agent today to learn more about the insurance options available.

Welcome to ESSA Bank & Trust, your trusted financial partner located at 975 Pennsylvania 390, Cresco, Pennsylvania. We are a full-service bank dedicated to providing exceptional banking services to individuals, businesses, and communities throughout the region. As a Member FDIC institution, we offer a wide range of deposit products and financial services tailored to meet your needs. At ESSA Bank & Trust, we understand the importance of convenience and accessibility. While our corporate offices and branches will be closed in observance of Labor Day on Monday, September 2, 2024, our online banking and mobile apps remain available 24/7 to assist you with your banking needs anytime, anywhere.

Susan Long, Bankers Life Agent is an insurance agency located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania, United States. The institution offers a wide range of insurance products and services to help individuals and families protect their financial future. With a team of experienced professionals, including Financial Representatives, Insurance Sales Representatives, Financial Advisors, and Branch Sales Managers, Susan Long, Bankers Life Agent is dedicated to providing personalized and comprehensive insurance solutions. Whether you are looking for life insurance, retirement planning, or long-term care coverage, the team at Susan Long, Bankers Life Agent is here to help. Contact us today to discuss your insurance needs and secure your financial well-being.

Musto Tax & Insurance Services is a reputable finance institution located at 1065 Pennsylvania 315 in Wilkes-Barre, Pennsylvania. Specializing in tax preparation and insurance services, our knowledgeable team is dedicated to providing personalized financial solutions to meet the unique needs of our clients. With a commitment to excellence and customer satisfaction, Musto Tax & Insurance Services is your trusted partner in achieving your financial goals.

Welcome to ESSA Bank & Trust, your trusted partner in banking, finance, and community service located at 5120 Milford Road, East Stroudsburg, Pennsylvania. At ESSA, we pride ourselves on offering a wide range of financial services, including personal and business banking, commercial lending, and financial advisory services through our subsidiary, ESSA Advisory Services, LLC. Our commitment to convenience and security means that even when our corporate offices and branches are closed for holidays like Labor Day, our online banking and mobile apps remain available 24/7 to meet your banking needs. We understand the importance of staying safe online and offer resources to help you navigate the digital world securely.

Welcome to ESSA Bank & Trust - Your Trusted Financial Partner in East Stroudsburg Located at 75 Washington Street, East Stroudsburg, Pennsylvania, ESSA Bank & Trust is committed to providing comprehensive banking and financial services to our community. As a full-service bank, we offer a range of solutions including personal and business banking, commercial lending, and financial advisory services. Our convenient ATM services ensure you have access to your funds whenever you need them.

Prociak & Associates is a trusted accounting and finance institution located at 1086 Pennsylvania 315 in Wilkes-Barre, Pennsylvania. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, Prociak & Associates is dedicated to helping their clients achieve their financial goals. Whether you need assistance with bookkeeping, payroll services, or investment management, you can rely on Prociak & Associates for expert advice and personalized solutions. Contact them today to learn more about how they can help you with your financial needs.

Mid America Group Northeast is a leading finance institution located at 15 Public Square in Wilkes-Barre, Pennsylvania, United States. With a strong presence in the region, we offer a wide range of financial services to individuals and businesses alike. Our team of experienced professionals is dedicated to providing personalized solutions to help our clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or assistance with loans and mortgages, Mid America Group Northeast is here to help. Visit us today to learn more about how we can assist you in securing your financial future.