Investment management firm in Franklin, Pennsylvania
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Franklin Madison Advisors
● ClosedFranklin Madison Advisors is a boutique private wealth management institution located at 2009 Mackenzie Way in Cranberry Township, Pennsylvania. Specializing in serving first-generation tech professionals, our team is dedicated to helping you establish a strong financial foundation to live your legacy. Led by founder Peter Donisanu, a first-gen wealth manager with over two decades of experience, we offer clear, concise fee-only wealth management services tailored to meet the unique needs of tech workers. Our comprehensive approach includes financial planning, investment management, advanced tax strategies, risk management, wealth preservation, legacy and estate planning, and more. We believe in empowering our clients to make a lasting impact on their families and communities, and we are committed to providing institutional-grade expertise with a personalized touch.
2009 Mackenzie Way Suite 100, Cranberry Twp, PA 16066, United StatesAdvertisements -
Franklin Madison Advisors
● ClosedFranklin Madison Advisors is a boutique private wealth management institution located in Pittsburgh, Pennsylvania. Specializing in serving first-generation tech professionals, the institution is committed to helping clients create lasting change through their financial decisions. With a family-oriented fiduciary first-gen wealth manager, Peter Donisanu, clients can expect clear and concise fee-only wealth management services tailored to their unique needs. The institution offers expertise in areas such as RSUs, GSUs, ISOs, NSOs, ESPP, and AMT, as well as advanced tax strategies, wealth preservation, and legacy planning. Franklin Madison Private Wealth takes a personalized approach to wealth management, aiming to empower first-gen tech professionals to make a lasting impact on their families and communities. With a focus on nurturing human capital and building enduring legacies, Franklin Madison Advisors is dedicated to helping clients achieve their financial goals and leave a lasting mark on the world.
6425 Living Pl Suite 200, Pittsburgh, PA 15206, United StatesAdvertisements -
Franklin Retirement Solutions
● ClosedFranklin Retirement Solutions is a finance institution located at 555 Business Center Drive in Horsham, Pennsylvania, United States. We specialize in creating holistic retirement strategies tailored to fit your unique financial situation. Our goal is to help you achieve the retirement of your dreams. By scheduling a meeting with us, you can discover what your ideal retirement looks like. Using the Franklin Retirement Solutions plan, we will carefully examine your current financial status and determine your retirement needs. You will receive a custom strategy designed to help you reach your specific retirement goals.
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McDaniel and Associates
● OpenMcDaniel and Associates is a finance institution located at 312 Sugarcreek Drive in Franklin, Pennsylvania, United States. With a team of experienced professionals, we provide a wide range of financial services to our clients, including investment management, financial planning, and retirement solutions. Our goal is to help individuals and businesses achieve their financial goals and secure their future. Contact us today to learn more about how we can assist you with your financial needs.
312 Sugarcreek Dr, Franklin, PA 16323, United StatesAdvertisements -
Ashburn Advisors Llc
● OpenAshburn Advisors LLC is a financial consulting firm located at 120 Franklin Avenue in Scranton, Pennsylvania, United States. With a team of experienced advisors, Ashburn Advisors specializes in providing personalized financial planning and investment strategies to help clients achieve their long-term financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Ashburn Advisors is dedicated to providing expert guidance and support every step of the way. Contact us today to schedule a consultation and take the first step towards a more secure financial future.
120 Franklin Ave, Scranton, PA 18503, United StatesAdvertisements -
McGill, Power Bell & Associates LLP
● ClosedMcGill, Power Bell & Associates LLP is a certified public accounting firm located at 2402 West 8th Street, Erie, Pennsylvania, United States. With offices in various locations in Western Pennsylvania, including Erie, Franklin, Grove City, Meadville, and Titusville, MPB offers a wide range of accounting and finance services to individuals, businesses, nonprofit organizations, employee benefit plans, and governmental entities. With a focus on exceeding client expectations and investing in their staff, MPB stands out in the industry. They provide services and education on how recent tax laws impact clients' current and future plans. Services offered include bookkeeping, payroll processing, software consultation, customized accounting services, consulting services for business and individual decisions, and quality audits.
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McGill Power Bell & Associates LLP
● ClosedMcGill Power Bell & Associates LLP is a certified public accounting firm located at 180 Mercer Street in Meadville, Pennsylvania. With offices also in Erie, Franklin, Grove City, and Titusville, MPB offers a wide range of accounting and finance services to individuals, businesses, nonprofit organizations, employee benefit plans, and governmental entities. Specializing in providing quality audits, MPB understands the importance of audits to various stakeholders and focuses on understanding the risks faced by clients. The firm also offers consulting services to assist with business and individual decisions, as well as education on how tax laws impact current and future plans.
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McGill, Power, Bell & Associates LLP
● ClosedMcGill, Power, Bell & Associates LLP is a certified public accounting firm located at 10 Woodland Center Drive in Grove City, Pennsylvania. With offices in Erie, Franklin, Meadville, and Titusville, we offer a wide range of accounting and finance services to individuals, businesses, nonprofit organizations, employee benefit plans, and governmental entities. Our team is dedicated to exceeding client expectations and investing in our staff to provide the best possible service. In light of recent tax changes, MPB helps clients navigate the complexities of new laws and how they impact current and future financial plans. We offer accounting services such as bookkeeping, payroll processing, and software consultation, tailored to meet each client's specific needs. Our consulting services assist clients in making informed business and individual decisions.
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Ameriprise Financial
● ClosedAmeriprise Financial is a finance institution located at 125 North Franklin Street in Titusville, Pennsylvania, United States. They offer personalized financial advice to help individuals reach their financial goals. Ameriprise prides itself on putting their clients and their goals at the center of everything they do, which has earned them recognition as the overall winner in the wealth manager category in the 2023 Kiplinger Readers' Choice Awards. What sets Ameriprise apart from other financial firms is their personalized and comprehensive approach that helps clients feel more confident about their financial futures. Clients can receive an initial complimentary consultation to see how Ameriprise can help them work towards their dreams and goals. With multiple safeguards in place to protect personal information, clients can feel secure knowing their financial advisor is looking out for their best interests. The financial advice provided by Ameriprise is tailored to each individual's goals, ensuring a personalized approach to financial planning. Clients can also refer friends and family to Ameriprise for a conversation about their financial needs. With background and qualification information available on FINRA's BrokerCheck website, clients can feel confident in the expertise and professionalism of Ameriprise Financial advisors.
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McGill, Power, Bell & Associates LLP
● ClosedMcGill, Power, Bell & Associates LLP is a certified public accounting firm located at 128 East Central Avenue in Titusville, Pennsylvania, United States. With offices in Erie, Franklin, Grove City, Meadville, and Titusville, MPB offers a wide range of accounting and finance services to individuals, businesses, nonprofit organizations, employee benefit plans, and governmental entities. Specializing in providing services that exceed client expectations, MPB stands out from the competition by investing in their staff and staying up-to-date on the latest tax laws and regulations. They offer accounting services such as bookkeeping, payroll processing, and software consultation, as well as consulting services to assist clients with various business and individual decisions.
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Centennial Financial Group LLC
● ClosedCentennial Financial Group LLC is a reputable finance and insurance agency located at 227 Franklin Street in Johnstown, Pennsylvania, United States. With a strong focus on providing top-notch financial services and insurance solutions, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, insurance coverage, or any other financial services, Centennial Financial Group LLC is here to assist you every step of the way. Trust us to provide you with personalized solutions tailored to meet your specific needs and help secure your financial future. Visit us today at our convenient location in Johnstown or contact us to schedule a consultation.
227 Franklin St Suite 302, Johnstown, PA 15901, United StatesAdvertisements -
Edward Jones - Financial Advisor: Christopher S Rakow, AAMS™
● ClosedEdward Jones - Financial Advisor: Christopher S Rakow, AAMS™ is a leading financial institution located at 1240 Liberty Street in Franklin, Pennsylvania, United States. As a trusted advisor, Christopher S Rakow, AAMS™ provides personalized financial planning services to help individuals and families achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, clients can feel confident in their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Christopher S Rakow, AAMS™ is dedicated to helping you navigate the complexities of the financial world.
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Gorman & Associates PC
● ClosedGorman & Associates PC is a trusted accounting and finance institution located at 1825 Franklin Street in Northampton, Pennsylvania. Our team of experienced professionals offers a wide range of services to help individuals and businesses manage their financial affairs effectively. From tax preparation to financial planning, we are dedicated to providing personalized and high-quality solutions to meet our clients' needs. Whether you are looking for assistance with tax filing or need help with complex financial matters, Gorman & Associates PC is here to help you achieve your financial goals. Contact us today to schedule a consultation.
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About the Financials, LLC
● OpenAbout Financials, LLC is a leading accounting and finance institution located at 18 South 9th Street in Stroudsburg, Pennsylvania, United States. Our team of experts is dedicated to helping individuals and businesses manage their financials effectively. As Benjamin Franklin once said, "Be aware of little expenses; a small leak will sink a great ship." At About Financials, LLC, we strive to help our clients navigate their financial challenges and achieve their goals.
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McGill, Power, Bell & Associates LLP
● ClosedMcGill, Power, Bell & Associates LLP is a certified public accounting firm located at 1446 Liberty Street in Franklin, Pennsylvania. With offices in Erie, Grove City, Meadville, and Titusville, we offer a wide range of accounting and finance services to individuals, businesses, nonprofit organizations, employee benefit plans, and governmental entities. Our team is dedicated to exceeding client expectations and investing in our staff to stand out against the competition. In light of recent tax transformations, MPB provides services and education on how these changes impact our clients' current and future plans. We offer various accounting services such as bookkeeping, payroll processing, and software consultation, tailored to meet our clients' specific needs. Additionally, our consulting services help clients make informed business and individual decisions.
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McGill Power Bell & Associates LLP
● ClosedMcGill Power Bell & Associates LLP (MPB) is a certified public accounting firm dedicated to serving the Western Pennsylvania community. With offices strategically located in Erie, Franklin, Grove City, Meadville, and Titusville, MPB offers a comprehensive range of accounting and financial services to individuals, businesses, nonprofit organizations, employee benefit plans, and governmental entities.Services Offered: - Accounting Services: Including bookkeeping, payroll processing and reporting, and software consultation. - Consulting Services: Tailored to assist clients with various business and individual financial decisions.
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