TOP 30 Investment and insurance services in New Hope, Pennsylvania

23 results found

Frank Policare is a financial advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road in New Hope, Pennsylvania, United States. Frank Policare 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Frank Policare's expertise in asset management, retirement planning, estate planning, insurance products, investment strategies, and financial planning for various client needs. Frank Policare is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a commitment to ethics and ongoing education, Frank Policare ensures that clients receive the highest level of service and expertise in their financial planning journey.

Christopher John Kelly is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Christopher 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 asset management, retirement planning, estate planning, investment management, and more. With a focus on providing comprehensive financial planning services, Christopher John Kelly is dedicated to helping individuals and families achieve their financial goals.

Pat Trauger is a financial advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Pat Trauger 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®. Pat Trauger offers comprehensive financial planning services for individuals and businesses, focusing on asset management, retirement planning, estate planning, insurance products, investment strategies, and more. With a commitment to ethical practices and ongoing education, Pat Trauger is dedicated to helping clients achieve their financial goals.

Mackenzie Roedel is a Financial Advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Mackenzie 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®. These certifications cover a wide range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Mackenzie is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With expertise in various areas of financial planning, Mackenzie is committed to helping clients achieve their financial goals and secure their financial future.

Penn Wealth Planning - Ameriprise Financial Services, LLC is a finance institution located at 6444 Lower York Road in New Hope, Pennsylvania, United States. Recognized as one of the Forbes Best-in-State Wealth Management Teams in 2024, we offer personalized financial advice to help build our clients' portfolios and confidence for the long term. Our team is committed to helping clients achieve their financial goals and navigate the uncertainties of the market. We invite you to schedule a complimentary initial consultation to discuss your financial objectives and learn more about our services. In addition to financial planning, we also host events such as our annual FREE Shred Day to help protect your privacy and provide a convenient service for the community. During these events, we offer drive-up shredding services and light snacks for you to enjoy while catching up with our team.

Welcome to Smart Choice Windows and More, Western Pennsylvania's premier installer of replacement windows and exterior home improvement services, proudly serving Cranberry Twp and the surrounding areas since 2010. We specialize in transforming homes into stunning, functional spaces with our comprehensive suite of services, including top-tier replacement windows, high-quality vinyl siding, advanced gutter guards, stylish entry doors, and more. At Smart Choice Windows and More, we understand the unique needs of each home and strive to provide tailored home improvement solutions that reflect your style, comfort, and individuality. Our energy-efficient windows are designed to withstand the harsh winters and variable weather conditions of Cranberry Township, ensuring durability, resilience, and enhanced longevity of your investment. Our stylish and functional siding solutions not only elevate your home’s curb appeal but also offer a cost-effective, low-maintenance alternative to traditional exterior painting, contributing to an environmentally conscious and energy-efficient home.

Easter Seals Western and Central Pennsylvania is a leading nonprofit organization dedicated to achieving full equity, inclusion, and access for individuals with disabilities. With over 105 years of service, Easter Seals has been a cornerstone in enriching education, enhancing health, expanding employment opportunities, and elevating community support. Our Mission:

Welcome to Joseph D Amore - Associate Financial Advisor at Ameriprise Financial Services, LLC, located in the heart of New Hope, Pennsylvania. Situated at 6444 Lower York Road, our office is dedicated to providing exceptional financial advisory services tailored to meet your unique needs. Joseph D Amore is committed to guiding you through the complexities of financial planning with professionalism and expertise. As a trusted financial advisor, Joseph holds numerous prestigious certifications, ensuring a broad and deep understanding of various financial disciplines. With the AAMS™ (Accredited Asset Management Specialist™) designation, Joseph adheres to a strict code of ethics and has completed comprehensive coursework that equips him to address real-world asset management challenges. This certification covers critical topics such as asset allocation, investment strategies, estate planning, and more.

Welcome to Farmers Insurance - Dwayne Rogers, your trusted local insurance agency located at 7827 Old York Road, Elkins Park, Pennsylvania. With over 23 years of experience in the insurance and financial industry, Dwayne E. Rogers is dedicated to serving the community with personalized and straightforward insurance solutions. As a former US Air Force avionic technician, Dwayne brings a strong sense of service and commitment to helping you protect what matters most. Whether you're looking for auto, home, renters, business, or life insurance, Dwayne is here to guide you through your coverage options and help you make informed decisions. As a proud resident of Philadelphia since 1992, Dwayne understands the unique needs of the local community and promises to treat your insurance needs with the same care and attention as he would his own family.

Welcome to Nationwide Insurance: Gannon Insurance Associates Inc., your trusted insurance agency located at 2709 East Allegheny Avenue, Philadelphia, Pennsylvania. We are dedicated to providing comprehensive insurance solutions tailored to meet your unique needs. Whether you're looking to protect your vehicle, home, business, or family, our team is here to guide you every step of the way. Auto Insurance You Can Trust At Gannon Insurance Associates, we understand the importance of safeguarding one of your largest investments—your vehicle. We offer a range of auto insurance options, ensuring you have the right coverage without paying for more than you need. Our experts are here to help Philadelphia drivers navigate the complexities of liability, personal injury protection, comprehensive, collision, and under/uninsured motorist coverage. Contact us to discuss your auto insurance needs and ensure your plan is up-to-date.

Penn Community Bank is a trusted financial institution located at 275 West Bridge Street in New Hope, Pennsylvania. As a full-service bank, we offer a wide range of financial services including personal and business banking, loans, mortgages, and investment options. Our convenient ATM services make it easy for customers to access their funds anytime, anywhere. With a commitment to providing exceptional customer service and financial solutions, Penn Community Bank is dedicated to helping individuals and businesses achieve their financial goals.

The Center for Financial Strategies, located at 21 Hillside Lane in New Hope, Pennsylvania, is a leading institution specializing in accounting, finance, and insurance services. With a team of experienced professionals, we provide comprehensive financial strategies tailored to meet the unique needs of our clients. Whether you are looking for assistance with tax planning, investment management, retirement planning, or insurance coverage, our experts are here to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Wealth Protection Strategies is a leading financial institution located at 290 Union Square Drive in New Hope, Pennsylvania, United States. Specializing in finance, our team of experts is dedicated to helping clients safeguard and grow their assets through personalized wealth protection strategies. Whether you are looking to plan for retirement, protect your investments, or secure your financial future, our experienced professionals are here to provide you with the guidance and support you need. Contact us today to learn more about how we can help you achieve your financial goals.

Roofing Contractor Welcome to Shield Roofing & Construction LLC!

At Merrill Lynch, Financial Advisor Andrew "Drew" Morrison and the Kish Morrison Group are dedicated to providing comprehensive wealth management services tailored to meet the unique needs of each client. Located in the heart of Pittsburgh, PA, our team offers insights on market trends and strategies to navigate potential opportunities and risks, all within a quick 15-minute consultation.Our Philosophy:We believe true wealth management extends beyond mere investment. Our holistic approach focuses on designing financial strategies that align with your most important goals, not just for your lifetime, but for generations to come. Whether you are accumulating wealth or looking to preserve it, we provide personalized attention and high-touch service to both high-net-worth clients and the emerging affluent. Core Principles:- Investment Manager Selection: We choose managers with consistent, favorable risk-adjusted returns and a tenure of five to ten years or more. - Asset Allocation: We believe asset allocation is the most crucial determinant of long-term investment returns. - Market Timing: We do not attempt to time the markets.

At Merrill Lynch Financial Advisor Michelle Kish, we pride ourselves on providing expert financial advice and comprehensive wealth management services to individuals and families in all stages of their financial journey. Located in the heart of Pittsburgh, PA, our team at the Kish Morrison Group believes that true wealth management extends beyond mere investment strategies. We adopt a holistic approach to help you design financial plans that are aligned with your most significant life goals, not just for your lifetime but for generations to come.Our Philosophy: Our investment philosophy is grounded in core principles that prioritize risk-adjusted returns, long-term asset allocation, and tax efficiency. We carefully select investment managers with consistent performance records and emphasize a total return approach that includes both price appreciation and income generation. We avoid market timing and focus on creating strategies that are resilient and adaptable.Services Offered:

Welcome to Berkshire Hathaway HomeServices Fox & Roach, your trusted real estate partner located in the charming town of New Hope, Pennsylvania. Conveniently situated at 6319 Lower York Road, our office is dedicated to providing exceptional real estate services to both buyers and sellers in the community and beyond. At Berkshire Hathaway HomeServices Fox & Roach, we pride ourselves on our deep local knowledge and commitment to delivering outstanding customer service. Our team of experienced and knowledgeable agents is here to guide you through every step of the real estate process, ensuring a seamless and stress-free experience.

Welcome to Cynthia ‘Cindy’ Cortes, BHHS Fox & Roach Realtors, your trusted partner in real estate located at 6319 Lower York Road, New Hope, Pennsylvania. Whether you're buying, selling, or looking for your next mortgage, Cindy and her dedicated team are here to help you navigate the dynamic real estate market with confidence and ease. As proud members of the Berkshire Hathaway HomeServices network, we are committed to providing the highest level of service, expertise, and dedication to our clients. Our goal is to make your home ownership dreams come true, whether you're looking to buy, sell, or rent. Our website is a valuable resource, offering a wealth of information on finding and purchasing a home. We are always ready to answer any questions you may have, providing a solid starting point before you meet with one of our licensed real estate professionals.

Welcome to The Sharon Ermel Spadaccini Team at Berkshire Hathaway HomeServices Realtors, your trusted partner in real estate located in the heart of New Hope, Pennsylvania. Our dedicated team, based at 6319 Lower York Road, is committed to providing exceptional service to help you navigate the real estate market with confidence. Whether you are buying, selling, or investing, we offer personalized solutions tailored to meet your unique needs. At The Sharon Ermel Spadaccini Team, we pride ourselves on our local expertise and commitment to our clients. Our goal is to make your real estate journey as smooth and rewarding as possible. Please note that our website is provided on an "as-is" and "as-available" basis, and we encourage you to reach out directly for any inquiries or assistance you may need. We apologize for any inconvenience if you encounter issues while sending messages through our site and appreciate your understanding.

Welcome to Renee Swillo - Berkshire Hathaway HomeServices Fox & Roach REALTORS, located in the charming town of New Hope, Pennsylvania. At 6319 Lower York Road, we are dedicated to meeting your needs, achieving your goals, and protecting your interests when it comes to real estate. Renee Swillo is committed to exceeding your expectations by providing personalized service and expert guidance throughout your home buying or selling journey. Recognizing that a home is one of the largest and most important investments you can make, Renee brings dedication, focus, and extensive experience to help you achieve your real estate objectives.

Welcome to FindBucksCountyProperties.com, your premier destination for all your real estate needs in Bucks County. Led by seasoned realtor Steve Walny, our agency is dedicated to providing personalized and professional service to help you navigate the dynamic real estate market. Conveniently located at 550 Union Square Drive in New Hope, Pennsylvania, we specialize in connecting clients with their dream homes, lucrative investment properties, and comprehensive real estate solutions. At FindBucksCountyProperties.com, we pride ourselves on our deep local knowledge, exceptional customer service, and a commitment to achieving your real estate goals. Whether you're buying, selling, or investing, Steve Walny and his team offer expert guidance and a tailored approach to ensure a seamless and successful transaction. Explore the charming communities of Bucks County with confidence, knowing you have a trusted partner by your side.

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.