TOP 30 Investment and insurance services in Irwin, Pennsylvania

6 results found

Service Wealth Management is a reputable finance and insurance agency located at 4020 Pennsylvania 130, Irwin, Pennsylvania. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. With a focus on providing top-notch customer service and tailored financial solutions, we strive to build long-lasting relationships with our clients. Whether you are looking to grow your investments, protect your assets, or plan for retirement, Service Wealth Management is here to guide you every step of the way. Contact us today to schedule a consultation and see how we can help you secure your financial future.

Sarah Irwin is a financial advisor at Ameriprise Financial Services, LLC, located at 125 North Franklin Street in Titusville, Pennsylvania, United States. Sarah holds several 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®. These certifications demonstrate Sarah's expertise in various areas of financial planning, including asset management, retirement planning, estate planning, investment strategies, and insurance products. Sarah is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals.

Welcome to Yvette Irwin, your trusted insurance agency located in Erie, PA. As a dedicated Field Manager and Insurance Sales Representative, Yvette Irwin is committed to providing you with a comprehensive range of insurance solutions tailored to meet your unique needs. Our office is conveniently situated at 3939 W Ridge Rd, Ste B8 # B7, making it easy for you to access our services.Our Services:At Yvette Irwin, Bankers Life Agent, we offer an extensive suite of insurance products from reputable companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our goal is to ensure you and your loved ones are well-protected and prepared for the future.Medicare Solutions:Navigating the complexities of Medicare can be challenging, but we're here to help. Yvette Irwin specializes in comparing Medicare Advantage plans to find the right coverage for you. 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). These plans include an annual maximum out-of-pocket limit, and some even offer premiums as low as $0 per month.Long-Term Care Planning:As life expectancy increases and healthcare costs rise, the need for long-term care is becoming more of a certainty than a possibility. At Yvette Irwin, we understand the importance of being prepared. We encourage you to have essential discussions with your loved ones and start planning your next steps today.Why Choose Us:- Expert Guidance: Yvette Irwin brings years of experience and expertise in the insurance industry, ensuring you receive knowledgeable and personalized advice. - Comprehensive Coverage: We offer a wide range of insurance options to meet your diverse needs, from Medicare plans to long-term care solutions. - Customer-Centric Approach: Your satisfaction is our priority. We work closely with you to understand your needs and provide tailored solutions.Ready to secure your future and protect what matters most? Contact Yvette Irwin, Bankers Life Agent, today to schedule a consultation and explore your insurance options. Let us help you make informed decisions for a brighter and more secure tomorrow.

Duncan Financial Group is a comprehensive financial institution located at 311 Main Street in Irwin, Pennsylvania. Our team of experienced professionals specialize in accounting, finance, insurance, and legal services to provide our clients with expert guidance and support in managing their financial assets. Whether you are looking to plan for your future, protect your investments, or navigate complex legal matters, Duncan Financial Group is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.

James Ryan - Prudential Financial is a reputable finance and insurance agency located at 504 5th Street in Irwin, Pennsylvania, United States. With a strong focus on helping individuals and families secure their financial future, the institution offers a wide range of services including retirement planning, investment management, and insurance coverage. The team at James Ryan - Prudential Financial is dedicated to providing personalized solutions and expert guidance to help clients achieve their financial goals. Whether you are looking to build wealth, protect your assets, or plan for the future, this institution is committed to providing the support and resources you need to succeed.

Janis Sabol - Prudential Financial is a finance and insurance agency located at 504 5th Street in Irwin, Pennsylvania, United States. Our dedicated team of professionals is committed to helping clients achieve their financial goals and protect their assets through a range of insurance products and investment services. With a focus on personalized solutions and exceptional customer service, we strive to build long-lasting relationships with our clients and provide them with peace of mind for the future. Contact us today to learn more about how we can help you secure your financial future.