TOP 30 Investment advisor services in Greensburg, Pennsylvania

62 results found

Merrill Lynch Financial Advisor Julie L Heckmann is a finance institution located at 1225 South Main Street, Greensburg, Pennsylvania, United States. Supported by the global resources of Merrill, the team at McLaughlin-Heckmann & Associates is dedicated to building strong client relationships based on trust and personalized service. They focus on your family, goals, and priorities, adapting to changes over time. With access to global investing capabilities and banking solutions, they help identify and prioritize personal goals such as education funding, retirement planning, and wealth preservation. Through personalized financial strategies aligned with your goals, they aim to help you manage, grow, and preserve your wealth for the future. The team believes in a client-centered approach, starting with a conversation to understand your aspirations and address the issues that matter most to you. By utilizing tools like the Investment Personality Assessment, they aim to customize your financial approach to help you pursue what matters most to you. With regular check-ins and adjustments to your financial approach, they strive to keep you on track towards achieving your goals. Whether you're planning for retirement, buying a home, or funding education, Merrill Lynch Financial Advisor Julie L Heckmann is there to provide personalized investment strategies and comprehensive financial solutions to help you live your best financial life.

The Henry Group - Ameriprise Financial Services, LLC is a finance institution located at 232 West Otterman Street in Greensburg, Pennsylvania, United States. As a recipient of the Ameriprise Client Experience Award in 2023, we offer complimentary initial consultations to assist with your financial goals, whether it be retirement planning, education savings, or other major purchases. Our experienced team provides investment recommendations tailored to your individual goals and risk tolerance, and we regularly review and update your financial approach as needed. You can easily track your progress towards your goals and access your accounts securely from any device. We are proud to have received recognition for our dedication to providing a great client experience. Contact us to schedule a consultation and learn more about how we can help you achieve your financial goals. Please note that Ameriprise financial advisors are registered to do business in specific U.S. states, and all users of our website are bound by our terms and regulations.

AmeriServ Trust & Financial Services Company is a trusted finance institution located at 140 South Main Street in Greensburg, Pennsylvania, United States. With a strong reputation for providing top-notch financial services, AmeriServ offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with wealth management, retirement planning, or investment strategies, AmeriServ's team of experienced professionals is dedicated to helping you navigate the complexities of the financial world. Trust in AmeriServ to provide you with personalized and reliable financial services to secure your financial future.

Merrill Lynch Financial Advisor Ryan M. Purvis is a reputable finance institution located at 1225 South Main Street in Greensburg, Pennsylvania, United States. With a strong focus on providing personalized financial advice and services, Ryan M. Purvis and his team are dedicated to helping clients achieve their financial goals and secure their financial future. From investment planning to retirement strategies, Merrill Lynch Financial Advisor Ryan M. Purvis offers comprehensive financial solutions tailored to each client's unique needs and objectives. Trusted by individuals and businesses alike, this institution is known for its expertise, professionalism, and commitment to excellence in the world of finance.

Wealth Management Strategies, Inc. Greensburg is a leading finance institution located in Greensburg, Pennsylvania, United States. Our team of experienced financial advisors provide comprehensive wealth management services to help clients achieve their financial goals. From retirement planning to investment strategies, we offer personalized solutions to meet each client's unique needs. With a commitment to excellence and a focus on building long-term relationships, Wealth Management Strategies, Inc. Greensburg is dedicated to helping clients secure their financial future.

Timothy Henry - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 232 West Otterman Street in Greensburg, Pennsylvania, offers a range of financial services to meet the needs of individuals and businesses. Timothy Henry holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, investment strategies, estate planning, and retirement planning. With a commitment to ethical practices and ongoing education, Timothy Henry provides personalized financial advice tailored to each client's unique goals and circumstances. Whether you are planning for retirement, managing your investments, or navigating complex financial situations, Timothy Henry is dedicated to helping you achieve financial success.

Mauricio Sanchez Rodriguez is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 258 Frye Farm Road in Greensburg, Pennsylvania, United States. Mauricio 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®, CFP®, 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®. Mauricio specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and seniors. Mauricio is dedicated to upholding the highest standards of ethics and professionalism in the financial industry. Contact Mauricio Sanchez Rodriguez for expert advice on asset management, investment strategies, estate planning, retirement planning, insurance products, and more.

Robert Rodino Jr is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 258 Frye Farm Road in Greensburg, Pennsylvania, United States. With a variety of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Robert is dedicated to providing comprehensive financial planning services to individuals and businesses. Specializing in asset management, retirement planning, estate planning, and investment strategies, Robert offers expert advice to help clients achieve their financial goals. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Robert Rodino Jr is committed to providing personalized solutions tailored to your unique needs.

Edward Jones - Financial Advisor: Chad Rosensteel, ChFC®, is a reputable finance institution located at 2040 Frederickson Place in Greensburg, Pennsylvania, United States. Chad Rosensteel, a Chartered Financial Consultant, offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized attention and tailored solutions, Edward Jones is committed to providing top-notch financial planning and investment management services. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Chad Rosensteel and his team are dedicated to helping you navigate the complexities of the financial world with confidence.

Waddell & Reed Financial Services is a reputable finance institution located at 531 Turney Street in Greensburg, Pennsylvania, United States. With a strong presence in the financial industry, they offer a wide range of services to help individuals and businesses achieve their financial goals. Their team of experienced professionals are dedicated to providing personalized financial solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or wealth management services, Waddell & Reed Financial Services is committed to helping you navigate the complexities of the financial world with confidence and expertise.

Eaglehouse Services Co Inc is a finance institution located at 4000 Hempfield Boulevard in Greensburg, Pennsylvania, United States. We specialize in providing a wide range of financial services to our clients, including investment management, retirement planning, and wealth management. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Eaglehouse Services Co Inc can help you reach your financial goals.

Edward Jones - Financial Advisor: Jeff Ward, AAMS™ is a reputable financial institution located at 206 North Main Street in Greensburg, Pennsylvania, United States. Jeff Ward, a knowledgeable and experienced Accredited Asset Management Specialist (AAMS™), provides expert financial advice and services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Jeff Ward and the team at Edward Jones are dedicated to providing personalized and professional financial guidance. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jeff Ward, AAMS™ is committed to helping clients secure their financial futures.

Edward Gaskey - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 258 Frye Farm Road in Greensburg, Pennsylvania, United States. Edward Gaskey 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, investment strategies, estate planning, retirement planning, and various other financial planning areas. Edward Gaskey is dedicated to providing comprehensive and tailored financial advice to his clients, ensuring they are well-equipped to achieve their financial goals.

Merrill Lynch Financial Advisor John Ryan O'Donnell is a reputable finance institution located at 1225 South Main Street in Greensburg, Pennsylvania, United States. With a focus on providing expert financial advice and guidance, John Ryan O'Donnell and his team offer personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor John Ryan O'Donnell is dedicated to providing top-notch service and support.

Wayne Washowich - Ameriprise Financial Services, LLC is a finance institution located at 701 East Pittsburgh Street, Greensburg, Pennsylvania, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to provide expert financial advice to their clients. These certifications include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 cover a wide range of financial planning topics, ensuring that advisors are well-equipped to meet the diverse needs of their clients. Whether you are looking for retirement planning, estate planning, investment management, or specialized advice for veterans and military personnel, Wayne Washowich - Ameriprise Financial Services, LLC has advisors with the expertise to help you achieve your financial goals.

Douglas Walter Comin is a Financial Advisor at Ameriprise Financial Services, LLC located at 258 Frye Farm Road, Greensburg, Pennsylvania, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications showcase his expertise in asset management, retirement planning, estate planning, and investment strategies. He is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continued education, Douglas Walter Comin is committed to helping clients make informed decisions to achieve their financial goals.

Chapel Hill Investment Analysts, Inc. is a renowned finance institution located at 126 Mathews Street in Greensburg, Pennsylvania, United States. With a team of experienced financial experts, they offer comprehensive investment analysis and advisory services to help clients make informed decisions about their financial portfolios. Whether you are a seasoned investor or just starting out, Chapel Hill Investment Analysts, Inc. is dedicated to providing personalized solutions to help you achieve your financial goals. Trust in their expertise and commitment to excellence for all your investment needs.

Merrill Lynch Financial Advisor Frederick L Haas, located at 1225 South Main Street, Greensburg, Pennsylvania, United States, is a prestigious finance institution with a team of talented and experienced individuals dedicated to providing exemplary client service. Recognized by financial industry publications and Bank of America Corporation, our advisors strive to set the standard for personalized financial planning. Our mission is to understand our clients' goals, priorities, and aspirations in order to design and implement a personalized plan to help them pursue financial success while managing investment risk. By utilizing the global resources of Merrill and banking solutions from Bank of America, we work with our clients to develop strategies to address their financial needs and achieve their long-term goals. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, we tailor our approach to reflect our clients' unique personalities and priorities. We believe in maintaining a one-on-one relationship with our clients, offering comprehensive financial solutions and personalized investment strategies to help them live their best financial lives. With a focus on continuous communication and adjustment to changing life circumstances, we are committed to helping our clients achieve their financial goals.

Merrill Lynch Financial Advisor Grant A. Krinock is a finance institution located at 1225 South Main Street, Greensburg, Pennsylvania, United States. Merrill is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. Their team is dedicated to providing exemplary client service, focusing on building strong relationships based on trust and personalized service. The institution offers financial planning services, wealth management, and personalized investment strategies. Their mission is to understand each client's individual goals and priorities, helping them pursue financial success while managing investment risk. With access to Merrill's investment insights and banking solutions from Bank of America, they work with clients to develop customized approaches to address their financial needs. The institution believes in the power of personalized financial planning tailored to each client's unique situation, helping them achieve their goals and navigate changes in their life and the financial markets. Merrill Lynch Financial Advisor Grant A. Krinock is committed to providing the guidance and support needed to help clients live their best financial life.

Edward Jones - Financial Advisor: Adam J Riggle, CFP®|AAMS™ is a reputable financial institution located at 137 Mathews Street in Greensburg, Pennsylvania, United States. Adam J Riggle, a Certified Financial Planner and Accredited Asset Management Specialist, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning, investment management, retirement planning, and estate planning services. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Adam J Riggle and his team are dedicated to helping you navigate the complexities of the financial world and make informed decisions that align with your unique financial objectives.

Wells Fargo Advisors is a leading financial institution located at 530 Pellis Road in Greensburg, Pennsylvania, United States. As a trusted name in finance, Wells Fargo Advisors offers a wide range of investment and wealth management services to help individuals and businesses achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, Wells Fargo Advisors is dedicated to providing clients with the guidance and support they need to make informed financial decisions. Whether you are planning for retirement, saving for college, or growing your wealth, Wells Fargo Advisors can help you navigate the complexities of the financial markets and create a customized strategy tailored to your unique needs.

Gaskey & Associates - Ameriprise Financial Services, LLC is a finance institution located at 258 Frye Farm Road in Greensburg, Pennsylvania, United States. They are the proud recipients of the Ameriprise Client Experience Award for 2023. The team at Gaskey & Associates is dedicated to providing exceptional client service and personalized financial advice to help individuals reach their financial goals. They offer one-to-one consultations to discuss what is most important to each client and provide an overview of financial planning concepts. Ameriprise financial advisors are registered to do business in certain U.S. states and clients can find background and qualification information on FINRA's BrokerCheck website. The institution cannot guarantee future financial results, but they strive to create a positive experience for all clients. Gaskey & Associates welcomes referrals and is committed to helping friends and family members achieve their financial goals. Clients can expect to hear from the team soon after a referral is made. The institution abides by Ameriprise Financial Website Rules and Regulations, and values privacy and security for all clients.

Equitable Advisors, LLC is a finance institution located at 4727 U.S. 30 in Greensburg, Pennsylvania, United States. As a trusted financial services provider, Equitable Advisors, LLC offers a wide range of financial planning and investment services to help clients achieve their financial goals. With a team of experienced advisors, they provide personalized solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Equitable Advisors, LLC is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Chad Ferri is a finance institution located at 1225 South Main Street, Greensburg, Pennsylvania, United States. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. The McLaughlin-Heckmann & Associates team offers a strategy that focuses on your goals and priorities, providing access to global investing capabilities and banking solutions. By developing a personalized financial strategy aligned with your goals, the team aims to help you manage, grow, and preserve your wealth for the future. Through the Investment Personality Assessment, they tailor their approach to your investing preferences and goals. With regular check-ins and updates, the team ensures your financial approach reflects any changes in your life or the market. By getting to know you personally, they can help you create a financial plan that aligns with your life priorities and helps you achieve your goals. With access to the latest investment insights and strategies, Merrill Lynch Financial Advisor Chad Ferri aims to help you live your best financial life.

Westmoreland Community Federal Credit Union is a trusted financial institution located at 5142 U.S. 30 in Greensburg, Pennsylvania. As a member-owned credit union, we are dedicated to providing personalized financial services and products to our community. Whether you need a savings account, loan, or investment advice, our friendly staff is here to help you achieve your financial goals. Join us today and experience the benefits of being a member of the Westmoreland Community Federal Credit Union.

KeyBank is a trusted financial institution located at 800 East Pittsburgh Street in Greensburg, Pennsylvania. As a full-service bank, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services are available for your banking needs 24/7. With a commitment to providing excellent customer service and personalized financial solutions, KeyBank is here to help you achieve your financial goals. Visit us today to experience the difference of banking with KeyBank.

Northwestern Mutual is a reputable financial institution located at 938 Saint Clair Way in Greensburg, Pennsylvania, United States. With a strong presence in the finance industry, Northwestern Mutual offers a range of financial services including insurance, investments, and wealth management. Known for their commitment to helping clients achieve financial security and success, Northwestern Mutual is a trusted partner for individuals and businesses alike. Their experienced team of financial advisors provide personalized solutions to meet the unique needs and goals of each client. Visit Northwestern Mutual in Greensburg to start planning for a secure financial future.

Stifel is a finance institution located at 100 South Main Street in Greensburg, Pennsylvania, United States. With a reputation for excellence in financial services, Stifel offers a wide range of investment and wealth management solutions to individuals, businesses, and institutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Stifel is committed to providing you with the tools and support you need to succeed. Visit their office in Greensburg today to learn more about how Stifel can help you secure your financial future.

Vince Kremer - Thrivent is a finance institution located at 3800 West 12th Street in Erie, Pennsylvania, United States. Specializing in retirement strategies to help clients reach their goals and live their values, the institution is licensed in multiple states including AL, AZ, CA, FL, GA, MD, MI, NC, NJ, NY, OH, and VA. The main office is situated on the northwest corner of 12th & Powell in Erie, PA, with additional offices in Pittsburgh at 1736 Ferguson Rd, Allison Park, PA 15101, and 161 E Otterman St., Ste 3, Greensburg, PA 15601. Thrivent is committed to giving back to the community through volunteer activities. The institution offers financial planning services and guidance through its Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Financial advisors at Thrivent are credentialed to provide investment advisory services, and more information about professional designations can be found on the institution's website.

Vince Kremer - Thrivent is a finance institution located at 1736 Ferguson Road in McCandless, Pennsylvania, United States. Specializing in retirement strategies to help clients reach their goals and live their values, the institution is licensed in multiple states including AL, AZ, CA, FL, GA, MD, MI, NC, NJ, NY, OH, and VA. The main office is situated on the northwest corner of 12th & Powell in Erie, PA, with additional offices in Allison Park and Greensburg. Thrivent is known for its commitment to giving back through volunteer activities. The institution offers financial planning services, investment advisory services, and insurance products through licensed professionals. Thrivent does not provide legal, accounting, or tax advice, and encourages clients to consult with their own professionals in these areas. Visit their website for more information on their services and financial advisors.