TOP 30 Investment and insurance services in Langhorne, Pennsylvania

22 results found

Jeffrey T Hughes - State Farm Insurance Agent is a reliable insurance agency located at 276 Woodbourne Road in Langhorne, Pennsylvania, United States. Conveniently situated near the Woodbourne Road entrance to the Oxford Valley Mall, next to Quality Care Collision Center, this agency offers a range of insurance services to meet your needs. At Jeffrey T Hughes - State Farm Insurance Agent, you can learn how to monitor your credit and understand how your credit score is determined. The agency also provides tips on DIY auto maintenance to help combat rising repair costs. In the event of a disaster, Joanne Bourbeau and her team are prepared to assist and even help create a disaster plan that includes your pets.

Menniti Financial Services is a reputable finance institution located at 141 Durham Road in Langhorne, Pennsylvania, United States. With a focus on providing top-notch financial services to individuals and businesses, Menniti Financial Services is dedicated to helping clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or insurance, the knowledgeable team at Menniti Financial Services is here to help. Visit us today and experience the personalized service and expertise that sets us apart from other financial institutions.

Marshall Private Wealth Management - Ameriprise Financial Services, LLC, located at 2300 Lincoln Highway in Langhorne, Pennsylvania, is a finance institution dedicated to helping clients achieve their financial goals. With a focus on individualized investment strategies and asset allocation, they offer portfolio recommendations based on personal risk tolerance and long-term objectives. Clients can track their progress towards their goals securely from any device and receive regular updates and analysis of their financial situation. The institution also provides insurance solutions to prepare for the unexpected, such as health, life, disability, income, and long-term care coverage. Ameriprise financial advisors are registered to do business in certain U.S. states and clients can access background and qualification information on FINRA's BrokerCheck website.

Ryan Harrison is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 1717 Langhorne Newtown Road, Langhorne, Pennsylvania, United States. Ryan holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Ryan is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need help with portfolio management, insurance products, or tax planning, Ryan Harrison is committed to helping you achieve your financial goals. Contact him today for expert financial guidance.

Anne Holderried is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1717 Langhorne Newtown Road in Langhorne, Pennsylvania, United States. Anne Holderried holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products. With a commitment to ethical practices, Anne Holderried provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for assistance with wealth transfers, retirement planning, or investment opportunities, Anne Holderried has the knowledge and experience to help you achieve your financial goals. Contact her today for expert financial guidance tailored to your specific needs.

Great Oak Wealth Partners - Ameriprise Financial Services, LLC is a finance institution located at 2300 Lincoln Highway in Langhorne, Pennsylvania, United States. They offer personalized advice to help clients achieve their financial goals, with a focus on providing a positive backdrop for stock prices and analyzing market trends. The Great Oak symbolizes strength and survival, reflecting the institution's commitment to long-term financial success. Their financial advisors are registered to do business in specific U.S. states, and clients can access background and qualification information on FINRA's BrokerCheck website. The institution emphasizes the importance of meeting with clients to discuss their individual needs and priorities, offering initial consultations on financial planning concepts.

Brian Lucas is a Financial Advisor at Ameriprise Financial Services, LLC, located at 2300 Lincoln Highway, Langhorne, Pennsylvania, United States. Brian 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Brian specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. With a focus on asset management, estate planning, retirement planning, investment strategies, and insurance products, Brian is dedicated to helping clients achieve their financial goals. Contact Brian Lucas at Ameriprise Financial Services for expert financial advice and personalized wealth management solutions.

Miguel Rico Fiel: Primerica - Financial Services is a reputable finance and insurance agency located at 203 Corporate Drive East in Langhorne, Pennsylvania. With a commitment to providing top-notch financial solutions and insurance products, our institution is dedicated to helping individuals and families achieve their financial goals and secure their future. Our team of experienced professionals is ready to assist clients with personalized financial planning, investment strategies, retirement planning, and insurance coverage. Trust Miguel Rico Fiel: Primerica - Financial Services to provide you with the guidance and support you need to build a strong financial foundation.

Welcome to Jeff Gottesman - State Farm Insurance Agent, your trusted local insurance agency located at 135 Woodbourne Road, Langhorne, Pennsylvania 19047. We are committed to providing personalized insurance solutions tailored to your unique needs. Our range of services includes auto, home, life, and health insurance, as well as financial services and products. With a focus on customer satisfaction, we strive to offer comprehensive coverage options and potential discounts, ensuring you receive the best value for your insurance needs. Please note, for your protection, we advise against sharing sensitive personal information such as social security numbers or credit card details through this website. If you are using a screen reader and encounter any difficulties, please contact us at (215) 575-5300 for assistance.

Welcome to Jeff Sawyer - State Farm Insurance Agent, your trusted local insurance agency located at 803 West Trenton Avenue, Morrisville, Pennsylvania. As a second-generation State Farm agent, Jeff Sawyer brings decades of experience and a family legacy of dedicated service to the communities of Northeast Philly, Bucks County, and beyond. Whether you are in Morrisville, Yardley, Langhorne, or even across the river in Trenton, NJ, our agency is here to meet your insurance needs. At Jeff Sawyer Agency, we understand that while cost is important, great coverage is priceless. Our mission is to provide you with the value you deserve through personalized service that aligns your priorities with your needs, ensuring you’re adequately protected. From auto and home insurance to life and business insurance, we offer a wide range of options tailored to fit your budget and lifestyle.

Transfer Real Estate Intelligence & Title is a premier finance and insurance agency located at 344 South Bellevue Avenue in Langhorne, Pennsylvania. With a focus on providing expert guidance and support in real estate transactions, this institution offers clients unparalleled insight and assistance in navigating the complexities of property transfers. Whether you are buying, selling, or refinancing a home, Transfer Real Estate Intelligence & Title is dedicated to ensuring a smooth and successful transaction. Trust in their expertise and experience to protect your investment and secure your future.

City Financial Group Inc is a leading finance institution located at 402 Executive Drive in Langhorne, Pennsylvania, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, City Financial Group Inc is here to help you every step of the way. Contact us today to learn more about how we can assist you with your financial needs.

FSC Securities Corporation is a finance institution located at 2300 Lincoln Highway in Langhorne, Pennsylvania, United States. With a reputation for providing top-notch financial services, FSC Securities Corporation offers a wide range of investment options and financial planning services to help clients achieve their financial goals. Whether you are looking to invest for retirement, save for a major purchase, or simply grow your wealth, the experienced professionals at FSC Securities Corporation are dedicated to helping you make informed decisions and secure your financial future.

Dharshan Premaratne - TD Wealth Financial Advisor is a finance institution located at 2040 Lincoln Highway, Langhorne, Pennsylvania, United States. As part of TD Wealth®, a business of TD Bank N.A., they provide clients access to a wide range of bank and non-bank products and services including banking, lending, investment, trust services, securities, and investment advisory services. TD Private Client Wealth LLC, a registered investment adviser and broker-dealer, offers services through TD Wealth. Additionally, Epoch Investment Partners, Inc. provides investment management services to TD Wealth. TD Investment Services (US) is a subsidiary of TD Bank N.A. and offers non-bank products and services. TD Automated Investing and TD Automated Investing Plus are digital platform offerings, while High Net Worth and TD Investment Services (US) are fully managed account offerings through TD Private Client Wealth LLC. TD Wealth Management Services Inc., an insurance agency, offers insurance products. TD Bank, N.A. and its affiliates are not liable for any errors or omissions in the information provided.

LPL Financial - Christopher D. Frey is a finance institution located at 402 Middletown Boulevard in Langhorne, Pennsylvania, United States. As a trusted financial advisor, Christopher D. Frey provides expert guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and delivering top-notch service, LPL Financial - Christopher D. Frey is dedicated to helping individuals and families secure their financial future.

Welcome to Citizens Bank ATM, conveniently located at 2767 U.S. 1, Langhorne, Pennsylvania 19047. As a trusted financial partner, we are dedicated to providing comprehensive solutions tailored to your unique financial needs and aspirations. Whether you're planning for college, managing day-to-day expenses, or looking to invest in your future, Citizens Bank is here to support you every step of the way. Our services are designed to make banking simple and accessible. With Citizens FastLine®, you can secure a Home Equity Line of Credit quickly and easily, without impacting your credit score. Plus, our innovative Round Ups‡ feature helps you save effortlessly by rounding up your debit card purchases to the nearest dollar, turning spare change into substantial savings.

Welcome to Citizens Bank ATM located at 168 North Flowers Mill Road, Langhorne, Pennsylvania 19047. As a trusted financial partner, we are dedicated to keeping your financial life in check. Our ATM services offer convenience and accessibility, allowing you to manage your finances with ease. At Citizens, we provide financial solutions tailored to your stage of life and beyond, ensuring your earning potential is unlimited. Whether you're preparing for college or planning for the future, our financial products are designed to support your goals. With Citizens FastLine®, you can explore a simpler, faster way to get a Home Equity Line of Credit without impacting your credit score.

Welcome to Truist, your trusted partner in banking and financial services located at 94 North Flowers Mill Road, Langhorne, Pennsylvania. As a leading financial institution, we are committed to providing a comprehensive range of services tailored to meet your unique needs. At Truist, you can explore a variety of financial products, from pre-qualifying for a Truist credit card to finding the perfect loan for your goals. Our offerings include banking products and services such as loans and deposit accounts through Truist Bank, a proud Member FDIC. For those interested in trust and investment management, Truist Bank and Truist Delaware Trust Company are here to assist. We also provide securities, brokerage accounts, and insurance services, including annuities, through Truist Investment Services, Inc., a registered broker-dealer and licensed insurance agency.

Welcome to Citizens Bank ATM, conveniently located at 2039 Lincoln Highway, Langhorne, Pennsylvania 19047. As a trusted financial institution, we are dedicated to providing comprehensive financial solutions tailored to your life's journey and beyond. Whether you are planning for college, managing your daily finances, or considering a Home Equity Line of Credit, we are here to support you every step of the way. At Citizens Bank, we believe in the power of your potential. Our services are designed to maximize your earning capabilities while simplifying your financial management. From college funding options that ease the burden of educational expenses to Citizens FastLine®, the quicker way to secure a Home Equity Line of Credit without impacting your credit score, we offer solutions to meet your unique needs.

Welcome to Inspire Federal Credit Union, your trusted partner in making sound financial decisions for a brighter future. Located at 1555 Lincoln Highway, Langhorne, Pennsylvania, we are dedicated to helping you find the perfect home to build a lifetime of cherished memories and to safeguarding what you value most. As a member of Inspire FCU, you gain access to over 30,000 surcharge-free ATMs nationwide, ensuring convenience wherever you go. Once you join, you’re a member for life, enjoying our unwavering support in making the best financial choices for both personal and small business needs.

Welcome to Maria Dwyer - Realtor, Accredited Staging Professional, Berkshire Hathaway Fox & Roach Realtors, your premier real estate agency located at 796 Newtown Yardley Road, Newtown, Pennsylvania. Specializing in representing buyers and sellers in Bucks County and beyond, Maria Dwyer offers unparalleled expertise and personalized service to help you navigate the ever-changing real estate market. Whether you're buying your first home or selling a cherished property, Maria ensures a seamless experience from start to finish. Her dedication and flexibility are unmatched, as she is always ready to accommodate your needs, even if it means traveling distances to meet your expectations. With a keen eye for market trends and strategic insights, Maria helps you make informed decisions, ensuring you get the best value for your investment.

Welcome to John Dwyer - Realtor, your premier real estate agency in Newtown, Pennsylvania. Located at 796 Newtown Yardley Road, we proudly serve the Bucks County area under the esteemed Berkshire Hathaway Fox & Roach Realtors banner. With a dedicated focus on helping you achieve all your real estate goals, John Dwyer brings a wealth of experience and a personalized approach to every transaction. Our clients consistently praise our ability to make the real estate process simple and stress-free. Whether you're buying, selling, or investing, John Dwyer is committed to providing you with expert guidance and exceptional service tailored to your unique needs.