TOP 30 Investment analysis and consulting in Pennsylvania

Stirling Wealth Management of Janney Montgomery Scott is a premier financial advisory firm located at 2200 Georgetown Drive, Suite 400, Sewickley, PA 15143, United States. Specializing in comprehensive wealth management services, the firm provides personalized financial planning, investment management, and retirement strategies tailored to meet the unique needs and goals of each client. Leveraging the extensive resources and expertise of Janney Montgomery Scott, Stirling Wealth Management offers a client-centric approach, emphasizing trust, integrity, and long-term relationships. Whether you're looking to grow your assets, plan for retirement, or navigate complex financial landscapes, the dedicated professionals at Stirling Wealth Management are committed to guiding you towards financial success and security.

At Greg Keil - Financial Advisor, Ameriprise Financial Services, LLC, we are dedicated to helping you achieve your financial goals with a tailored approach that aligns with your unique needs. Located conveniently in Edinboro, PA, our office is your local gateway to a comprehensive range of financial planning and advisory services.

Joseph Trosky - PNC Mortgage Loan Officer (NMLS #2405846) is a dedicated financial professional located at 599 3rd St, Beaver, PA 15009, United States. Specializing in mortgage lending, Joseph Trosky provides personalized financial solutions to help individuals and families achieve their dream of homeownership. With a deep understanding of the local real estate market and access to a wide range of mortgage products, Joseph offers expert guidance through every step of the home buying process. Whether you're a first-time homebuyer, looking to refinance, or interested in investment properties, Joseph Trosky is committed to delivering exceptional service and tailored mortgage options to meet your unique needs. Visit the office in Beaver, PA, for a consultation and take the first step towards securing your financial future with confidence.

About the Business:

About the Business:

Michael Krisuk is a highly accomplished financial advisor affiliated with Ameriprise Financial Services, LLC, located in Hermitage, Pennsylvania. As an Ameriprise Platinum Financial Services® Advisor, Michael offers a wealth of knowledge and expertise to help clients navigate their financial journeys. He holds several prestigious certifications that reflect his dedication to providing comprehensive and ethical financial advice.

About the Business:

Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC Located at 313 N Market St, New Wilmington, PA 16142, Victoria Whelan serves as an Associate Financial Advisor at Ameriprise Financial Services, LLC. Specializing in a wide range of financial services, Victoria is dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies.

Victoria Whelan is an esteemed Associate Financial Advisor affiliated with Ameriprise Financial Services, LLC. Located in the heart of New Wilmington, PA, Victoria offers a comprehensive suite of financial advisory services designed to address the unique needs of individuals and small business owners. Her expertise spans a wide range of financial planning and investment strategies, backed by several prestigious certifications and designations.Certifications and Expertise:1. Accredited Asset Management Specialist℠ (AAMS™): - Victoria adheres to a strict code of ethics and has successfully completed coursework focused on applying investment concepts to real-world scenarios, including asset allocation, estate planning, and insurance products.2. Accredited Domestic Partnership Advisor™ (ADPA™): - Specializes in wealth transfers, federal taxation, retirement planning, and end-of-life financial needs for domestic partners. Victoria has passed a rigorous examination that evaluates her ability to synthesize complex financial concepts.3. Accredited Estate Planner® (AEP®):

Edward Jones - Financial Advisor: Cassandra L Whitmer Located conveniently at 2421 Asbury Rd Unit 4, Erie, PA 16506, Edward Jones - Financial Advisor: Cassandra L Whitmer is your trusted local partner in achieving your financial goals. Specializing in personalized financial services, Cassandra L Whitmer provides tailored advice to help you plan for your future, manage your investments, and navigate the complexities of the financial market.

Beth Foyle - Financial Advisor, Ameriprise Financial Services, LLC, is a distinguished financial advisory business located at 1704 W 26th St, Erie, PA 16508, United States. This business specializes in providing expert financial guidance and services tailored to meet the diverse needs of individuals, retirees, and small business owners. Beth Foyle is renowned for holding multiple prestigious certifications, each reflecting a deep commitment to ethical standards and excellence in financial advisory services. Beth Foyle is not only an expert in asset management and estate planning but also possesses specialized knowledge in investment strategies, retirement planning, and wealth transfer. With certifications such as the AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠, Beth demonstrates a comprehensive understanding of asset allocation, investment opportunities, and fiduciary practices. These credentials ensure that clients receive guidance that is both informed and forward-thinking.

Frank Mindicino - Financial Advisor, Ameriprise Financial Services, LLC, is a distinguished financial advisory practice located at 54 Buhl Blvd, Sharon, PA 16146, United States. As a reputable entity in the finance industry, Frank Mindicino offers a comprehensive suite of financial planning and advisory services, tailored to meet the diverse needs of individuals, retirees, small business owners, and domestic partners. Frank Mindicino holds multiple prestigious certifications and designations that underscore his expertise and commitment to providing high-quality financial advice. These include the Accredited Asset Management Specialist™ (AAMS™), which requires rigorous coursework and adherence to a code of ethics, focusing on real-world asset management and investment strategies. The Accredited Domestic Partnership Advisor™ (ADPA™) certification highlights his proficiency in wealth transfers, federal taxation, and planning for financial and end-of-life needs for domestic partners.

Brian L Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC, is a distinguished financial advisory business located at 3438 PA-208 Ste 2, New Wilmington, PA 16142, United States. Specializing in a wide array of financial services, Brian L Taylor offers expert guidance tailored to meet the unique needs of individuals, retirees, and small business owners. With a strong commitment to ethical practices and continuing education, Brian L Taylor holds multiple certifications that underscore his expertise in various financial domains. The AAMS™ certification signifies proficiency in asset management, investment strategies, and estate planning, ensuring clients receive informed advice on asset allocation and investment opportunities. As an Accredited Domestic Partnership Advisor™ (ADPA™), Brian is well-versed in wealth transfers, federal taxation, and financial planning for domestic partners, addressing complex financial and medical needs.

Pittsburgh Wealth Management Group, located at 1106 Ohio River Blvd # 604B in Sewickley, PA, is a premier financial advisory firm dedicated to helping individuals and families achieve their financial goals. Specializing in personalized wealth management services, this esteemed business offers a comprehensive range of financial planning solutions, including investment management, retirement planning, estate planning, and tax strategies. With a commitment to building long-term relationships, the experienced team at Pittsburgh Wealth Management Group takes pride in providing tailored advice and strategies that align with each client's unique financial objectives. Whether you're looking to grow your investments, plan for retirement, or secure your family's financial future, Pittsburgh Wealth Management Group is your trusted partner in navigating the complexities of the financial landscape.

Located at 110 Fort Couch Rd #303 in Bethel Park, PA, "Jeffrey Mountain, Movement Mortgage" is a dedicated finance business specializing in making the home buying process seamless and stress-free. As a Movement loan officer, Jeffrey Mountain is committed to guiding clients through one of the most significant transactions of their lives with clarity and expertise. The business prioritizes customer satisfaction, ensuring no question is too big or too small. Clients are encouraged to reach out anytime to understand their mortgage options and find the perfect loan for their unique situation. Movement Mortgage stands out not only for its personalized service but also for its role as a leading Impact Lender in the United States. With a commitment to channeling at least 10% of its profits back into the communities it serves, Movement Mortgage fosters deeper connections and contributes to local upliftment. In fact, nearly 50% of their profits go towards community initiatives, reflecting their dedication to social responsibility.

ABG Capital is a dynamic and innovative business located at 8 Penn Center Blvd #101, Pittsburgh, PA 15205, United States. Specializing in strategic investment and financial services, ABG Capital is dedicated to helping businesses and individuals achieve their financial goals through expert guidance and tailored solutions. With a commitment to excellence and a focus on building long-term relationships, the team at ABG Capital combines industry expertise with personalized service to deliver exceptional results. Whether you are looking to grow your investment portfolio, manage risk, or explore new financial opportunities, ABG Capital is your trusted partner in navigating the complex world of finance. Visit their office in Pittsburgh to discover how they can assist you in reaching your financial aspirations.

Albatross Ventures LLC is a dynamic local business situated at 416 Ceylon Rd A, Carmichaels, PA 15320, in the heart of the United States. Known for its commitment to excellence and community engagement, Albatross Ventures LLC specializes in providing innovative solutions and services tailored to meet the unique needs of its clients. The team at Albatross Ventures is dedicated to fostering strong relationships with customers and partners, ensuring a personalized and professional experience. Whether you're seeking expert advice or comprehensive services, Albatross Ventures LLC stands out for its dedication to quality and customer satisfaction in the Carmichaels area.

Homewell Property Inspections, LLC, located at 5420 Harold Dr, Edinboro, PA 16412, is your go-to home inspection company in Erie, PA, dedicated to ensuring your family’s safety and protecting your investment. Proudly serving all of Northwest Pennsylvania, including Erie, Crawford, Warren, and Venango counties, Homewell Property Inspections offers comprehensive services tailored to meet the needs of both home buyers and sellers in NW PA and NE Ohio. Led by an experienced professional with over 30 years in construction, 15 years as a licensed real estate agent in Pennsylvania, and numerous certifications, including InterNACHI (#18100824) and PA DEP Radon (#3354), the company provides unmatched expertise and knowledge. Homewell Property Inspections offers a wide range of services, including home inspections, radon gas testing, septic/sewer inspections, water quality testing, and pest inspections. They also offer walk-through inspections to assist clients in making informed real estate decisions.

Valuation Connect is a premier financial services firm located at 600 Clubhouse Dr, Coraopolis, PA 15108, United States. Specializing in property valuation and appraisal services, Valuation Connect is dedicated to providing accurate, reliable, and comprehensive assessment solutions to meet the diverse needs of its clients. Whether you are a homeowner seeking a property appraisal, a lender requiring detailed valuation reports, or a real estate professional in need of expert analysis, Valuation Connect offers a suite of services tailored to deliver precise and timely results. With a commitment to excellence and a team of experienced professionals, Valuation Connect stands as a trusted partner in navigating the complexities of the financial and real estate markets.

Speer Street Financial is a trusted finance business located at 600 Park Ave Suite B, Monongahela, PA 15063, United States. Specializing in a wide range of financial services, Speer Street Financial is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investment strategies, retirement planning, tax planning, or financial consulting, their experienced team offers personalized solutions tailored to meet your unique needs. With a commitment to providing exceptional customer service and expert financial advice, Speer Street Financial is your go-to partner for navigating the complexities of the financial world. Visit them today to take the first step towards securing your financial future.

Decision Associates is a premier local business consultancy located at 153 E 13th St, Suite 1400b, Erie, PA 16503, United States. Specializing in strategic planning, organizational development, and performance improvement, Decision Associates is dedicated to helping businesses of all sizes achieve their goals and maximize their potential. With a team of experienced professionals, the firm offers tailored solutions that address the unique challenges and opportunities faced by each client. Whether you need assistance with leadership development, market expansion, or operational efficiency, Decision Associates provides the expertise and guidance necessary to drive success and foster sustainable growth. Visit us at our Erie office to learn how we can support your business on its path to excellence.

Mortgage Planning Group is a reputable finance business located at 138 Westminster Dr, Mars, PA 16046, United States. Specializing in personalized mortgage solutions, they cater to the unique needs of homebuyers and homeowners in the local community and beyond. With a commitment to providing expert guidance and exceptional customer service, Mortgage Planning Group helps clients navigate the complexities of mortgage planning, ensuring they secure the best possible terms and rates. Whether you are a first-time homebuyer, looking to refinance, or interested in investment properties, their knowledgeable team is dedicated to making your financial goals a reality. Visit Mortgage Planning Group to experience a seamless and stress-free mortgage process tailored to your specific needs.

Kindred Wealth Partners, located at 1603 Carmody Ct Suite 302 in Sewickley, PA, is a premier financial advisory firm dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced financial advisors offers personalized wealth management services, including retirement planning, investment strategies, estate planning, and risk management. At Kindred Wealth Partners, we pride ourselves on building long-term relationships with our clients, providing tailored solutions and expert guidance to navigate the complexities of the financial world. Whether you're planning for your future or managing current assets, we are committed to helping you secure a prosperous financial future. Visit us in Sewickley, PA, to discover how we can partner with you on your journey to financial success.

United Business Brokers, located at 1121 11th St, Conway, PA 15027, is a premier finance business dedicated to providing comprehensive brokerage services to the local community and beyond. Specializing in the sale and acquisition of businesses, United Business Brokers offers expert guidance to both buyers and sellers, ensuring smooth transactions and optimal outcomes. With a team of seasoned professionals, the company prides itself on delivering personalized service, in-depth market analysis, and strategic advice tailored to meet the unique needs of each client. Whether you are looking to buy your first business, sell an established enterprise, or explore investment opportunities, United Business Brokers is your trusted partner in achieving financial success.

Antonio Aiello is a highly qualified Private Wealth Advisor operating under Ameriprise Financial Services, LLC, located in Sewickley, PA. With a robust portfolio of certifications and specializations, Antonio brings a wealth of knowledge and expertise in financial planning, asset management, and investment strategies tailored to meet the unique needs of each client.

Katie Conrad - Conrad Lending Team, NMLS #1213216 at Union Home Mortgage Located at 400 Northpointe Circle, Suite 201, in Seven Fields, PA 16046, Katie Conrad and the Conrad Lending Team at Union Home Mortgage provide expert financial services tailored to meet your unique mortgage needs. Specializing in residential home loans, the team is dedicated to helping clients navigate the complexities of the mortgage process with ease and confidence.

Voussoir Financial Partners, a distinguished branch of Ameriprise Financial Services, LLC, is located at 1704 W 26th St, Erie, PA. As a recipient of the prestigious Ameriprise Client Experience Award in 2023, our firm is recognized for its exceptional client service and dedication to financial excellence.

At Edward Jones, Financial Advisor Michael A Jones, CFP®|ChFC®|AAMS™, is dedicated to helping you achieve your financial goals. Located at 2501 W 12th St Ste 20 in Erie, PA, our office offers personalized financial services designed to meet the unique needs of each client. Whether you are planning for retirement, saving for a child's education, or seeking advice on investment strategies, Michael A Jones and his team are here to guide you every step of the way.

First Vanguard Mortgage, located at 437 Grant St #918 in Pittsburgh, PA, is a premier financial services firm specializing in comprehensive mortgage solutions. As a trusted local business, we are dedicated to helping individuals and families achieve their homeownership dreams by offering a wide range of mortgage options tailored to meet diverse financial needs. Our experienced team of mortgage professionals is committed to providing personalized service, expert advice, and competitive rates to ensure a seamless and stress-free lending experience. Whether you're a first-time homebuyer, looking to refinance, or seeking investment property financing, First Vanguard Mortgage is your reliable partner in navigating the complex world of home loans. Visit us today to discover how we can assist you in securing the best mortgage for your unique situation.

Prosper Firm is a distinguished financial services company located at 200 Lincoln Ave, Millvale, PA 15209, United States. Specializing in comprehensive financial planning and advisory services, Prosper Firm is dedicated to helping individuals, families, and businesses achieve their financial goals. Our team of experienced professionals offers personalized strategies in investment management, retirement planning, tax planning, estate planning, and more. At Prosper Firm, we pride ourselves on our client-centric approach, ensuring that each client receives tailored advice and solutions designed to secure their financial future. Visit us today to experience the Prosper Firm difference and take the first step towards financial prosperity.