The 30 Best Investment options for retirees in Pennsylvania
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Flagship Diversified Investments
Flagship Diversified Investments is a finance institution located at 318 West 29th Street in Erie, Pennsylvania, United States. They offer simple and proven techniques to help individuals make the most of their money and achieve their financial goals. The company provides interesting videos and calculators on their website for clients to review. If you have any questions or would like to schedule a complimentary meeting, you can contact them via email at bjakiel@cantella.com or by phone at (814) 377-0754. Please note that investing involves risk and it is important to carefully consider all factors before making investment decisions. Visit their website to learn more about their services and to check the background of their investment professional.
Ristvey Investment Group
Ristvey Investment Group is a leading finance institution located at 499 North Hermitage Road in Hermitage, Pennsylvania, United States. With a strong focus on providing expert financial services and investment solutions, Ristvey Investment Group is dedicated to helping clients achieve their financial goals and secure their futures. Our team of experienced professionals offers personalized guidance and tailored strategies to help clients navigate the complexities of the financial world. Trust Ristvey Investment Group to be your partner in building and protecting your wealth.
Penn Select Investment Consulting
Penn Select Investment Consulting is a finance institution located at 5311 Brightwood Road in Bethel Park, Pennsylvania. We specialize in providing expert investment consulting services to help individuals and organizations make informed and strategic financial decisions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized investment strategies tailored to their unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or optimize your investment portfolio, Penn Select Investment Consulting is here to help you every step of the way.
Cambridge Investment Research
Cambridge Investment Research is a leading financial institution located at 10475 Perry Highway in Wexford, Pennsylvania, United States. Specializing in finance, they offer a wide range of investment services to help clients achieve their financial goals. With a team of experienced professionals, Cambridge Investment Research provides personalized guidance and expert advice to assist clients in making informed decisions about their investments. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Cambridge Investment Research is dedicated to helping you secure a prosperous financial future.
BilkeyKatz Investment Consultants, Inc
BilkeyKatz Investment Consultants, Inc is a renowned finance institution located at 411 Seventh Avenue in Pittsburgh, Pennsylvania, United States. With a team of experienced and knowledgeable consultants, they provide expert financial advice and investment strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, BilkeyKatz Investment Consultants, Inc is dedicated to helping you succeed in the world of finance.
Independence Alternative Investments
Independence Alternative Investments is a finance institution located at 125 East Elm Street in Conshohocken, Pennsylvania, United States. With a focus on providing alternative investment solutions, Independence Alternative Investments offers a range of services to help clients diversify their portfolios and achieve their financial goals. Whether you are looking to invest in private equity, real estate, hedge funds, or other alternative assets, the experienced team at Independence Alternative Investments can provide personalized guidance and expertise to help you navigate the complex world of alternative investments. Visit their office in Conshohocken today to learn more about how they can help you secure your financial future.
Full Circle Investments
Full Circle Investments is a finance institution located at 100 State Street in Erie, Pennsylvania, United States. Our team of experienced financial experts offers a wide range of investment services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or save for a major purchase, we are here to provide personalized guidance and support every step of the way. At Full Circle Investments, we believe in creating comprehensive financial strategies that encompass all aspects of our clients' financial lives, ensuring that they are well-equipped to navigate the ever-changing market conditions. Contact us today to schedule a consultation and start your journey towards financial success.
Rebich Investments
Rebich Investments is a reputable finance institution located at 220 West Plum Street in Edinboro, Pennsylvania, United States. With a strong focus on providing top-notch financial services to clients, Rebich Investments is committed to helping individuals and businesses achieve their financial goals. Whether you are looking to invest, save for the future, or plan for retirement, Rebich Investments has the expertise and resources to assist you every step of the way. Trust in Rebich Investments for all your financial needs.
Orsinger Investment Group, Inc.
Orsinger Investment Group, Inc. is a reputable finance institution located at 41 Clinton Street in Greenville, Pennsylvania, United States. With a strong focus on providing personalized financial solutions to its clients, the institution offers a wide range of services including investment management, financial planning, and wealth management. The experienced team at Orsinger Investment Group, Inc. is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and expert advice. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Orsinger Investment Group, Inc. is committed to providing you with the guidance and support you need.
Feyche Investment & Financial Planning
Feyche Investment & Financial Planning is a leading finance institution located at 651 Holiday Drive in Pittsburgh, Pennsylvania, United States. Our team of expert financial planners and investment advisors are dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Feyche Investment & Financial Planning is here to provide personalized and comprehensive financial solutions tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards financial success.
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans is a finance institution located at 57 2nd Street, Lehighton, Pennsylvania, United States. We believe that everyone deserves a financial plan they can trust, which is why we offer personalized financial advising services to help individuals achieve their goals. Our free virtual coaching service, Money Canvas™, empowers individuals to build healthier money habits at their own pace. Whether you are just starting out, building a foundation, or nearing retirement, our financial advisors are here to help you navigate life's challenges and opportunities. We also offer charitable planning options and generosity programs to help clients give back to their communities. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization that provides advice, investments, insurance, banking, and generosity programs. Contact us to schedule a free introductory appointment with a financial advisor who can answer all of your questions and help you live a more meaningful and generous life.
Planned Investments
Planned Investments is a premier financial services firm located at 6 South Main Street, Washington, Pennsylvania 15301, United States. Specializing in personalized investment strategies and financial planning, Planned Investments is dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced financial advisors offers expert guidance on a wide range of services including retirement planning, wealth management, portfolio diversification, and risk assessment. At Planned Investments, we pride ourselves on building long-term relationships with our clients, providing tailored solutions that are designed to secure a prosperous financial future. Whether you're planning for retirement, saving for education, or looking to grow your investments, Planned Investments is your trusted partner in navigating the complexities of the financial market.
Greentree Investment Services Inc
Greentree Investment Services Inc is a reputable financial advisory firm located at 600 Washington Pike #200, Bridgeville, PA 15017, United States. Specializing in comprehensive financial planning and investment management, Greentree Investment Services Inc is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced financial advisors, they offer personalized strategies tailored to meet the unique needs of each client. Whether you're planning for retirement, looking to grow your wealth, or need guidance on investment options, Greentree Investment Services Inc provides expert advice and solutions to secure your financial future. Their commitment to excellence and client-centric approach makes them a trusted partner in the Bridgeville community and beyond.
The LIFE Financial Group, Inc.
The LIFE Financial Group, Inc. is a finance and health institution located at 978 Benjamin Franklin Highway in Douglassville, Pennsylvania, United States. Our team of Christian Financial Advisors are dedicated to helping families become even better financial stewards by providing comprehensive wealth planning that honors Biblical convictions and protects wealth. We offer investment planning, insurance planning, tax planning, and more to help you confidently prepare for the future and ensure your loved ones are secure. Additionally, we help clients leave a legacy and make a difference through various charitable giving options. Download our free devotional eBook for a 20 day study in stewardship, and sign up to receive helpful financial stewardship posts directly to your inbox. Our trusted financial advisors are here to assist you in planning for the future while maintaining your financial independence and honoring your beliefs. Visit our Northeast Headquarters in Douglassville or our Southwest Office in Chandler, Arizona to learn more about how we can help you achieve your financial goals.
Pitcairn
Pitcairn is a leading finance institution located at 165 Township Line Road in Jenkintown, Pennsylvania, United States. With a strong reputation for excellence and expertise in wealth management, Pitcairn offers a wide range of financial services to high-net-worth individuals, families, and foundations. Their team of experienced professionals provides personalized investment strategies, financial planning, and trust services to help clients achieve their long-term financial goals. With a commitment to integrity, innovation, and client service, Pitcairn is dedicated to helping clients navigate the complexities of wealth management and secure their financial futures.
Park Home
Park Home is a premier furniture and home goods store located at 2134 Plank Road in Duncansville, Pennsylvania. Our store offers a wide selection of high-quality furniture, home decor, and accessories to help you create the perfect living space. Whether you're looking to update your living room, bedroom, or outdoor patio, Park Home has everything you need to make your house feel like a home. Our knowledgeable staff is always on hand to assist you with finding the perfect pieces to suit your style and budget. Visit us today and discover why Park Home is the go-to destination for all your home furnishing needs.
Jim Dotzman - Financial Advisor, Ameriprise Financial Services, LLC
Jim Dotzman is a Financial Advisor at Ameriprise Financial Services, LLC located at 100 North 18th Street, Philadelphia, Pennsylvania. Jim holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. With a commitment to ethical practices and continuing education, Jim provides comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with portfolio management, retirement income planning, or estate planning, Jim Dotzman is a trusted professional dedicated to helping you achieve your financial goals.
Raymond James
Raymond James is a finance institution located at 25 East High Street in Waynesburg, Pennsylvania, United States. With a focus on providing comprehensive financial services, Raymond James offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the experienced professionals at Raymond James are dedicated to providing personalized guidance and support. With a commitment to integrity and excellence, Raymond James is a trusted partner for individuals and businesses seeking expert financial advice.
Bankers Life
Bankers Life is a leading finance, health, and insurance agency located at 3939 West Ridge Road in Erie, Pennsylvania, United States. With a strong reputation for providing comprehensive insurance solutions, financial planning services, and healthcare options, Bankers Life is dedicated to helping individuals and families secure their futures. Whether you are looking for life insurance, retirement planning, or long-term care coverage, the experienced professionals at Bankers Life are committed to delivering personalized and reliable services to meet your specific needs. Visit us today to learn more about how we can assist you in achieving your financial and health goals.
Traditions Bank
Traditions Bank is a trusted financial institution located at 226 Pauline Drive in York, Pennsylvania, United States. We offer a wide range of banking services, including ATM access, to meet all of your financial needs. Our experienced team is dedicated to providing personalized service and helping you achieve your financial goals. Visit Traditions Bank today to experience the difference that our commitment to excellence can make for you.
Members 1st Federal Credit Union
Members 1st Federal Credit Union is a trusted financial institution located at 2420 Mount Rose Avenue in York, Pennsylvania. As a member-owned credit union, we are dedicated to providing personalized financial services and products to our members. From savings accounts to loans and everything in between, we strive to help our members achieve their financial goals. With a focus on community and member satisfaction, Members 1st Federal Credit Union is committed to providing excellent customer service and financial solutions. Join us today and experience the benefits of being a member of our credit union.
Bankers Life
Bankers Life, located at 15 Woodland Center Drive in Grove City, Pennsylvania, is a finance, health, and insurance agency offering a wide range of insurance options. Their agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare®, and Wellcare. They specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising costs of healthcare and increased life expectancy, planning for long-term care is essential. Bankers Life offers opportunities for individuals interested in becoming agents, managers, or investment professionals to help others achieve a financially secure retirement. Their award-winning training programs and flexible schedules provide a rewarding career path for those looking to make a difference in their community. Visit Bankers Life to start planning for your future today.
Bankers Life
Bankers Life is a finance, health, and insurance agency located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, Washington National Insurance Company, and partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. Planning for long-term care is crucial as healthcare costs rise, and our team is here to help you prepare for the future. We are currently recruiting agents, managers, and investment professionals who are passionate about helping others achieve financial security in retirement. Our award-winning training programs and flexible schedules provide a path to success in your local branch office. Join us at Bankers Life and achieve more in your career.
Widget Financial
Widget Financial is a leading finance institution located at 721 Rice Avenue in Girard, Pennsylvania, United States. With a mission to provide top-notch financial services to its customers, Widget Financial offers a wide range of banking and investment solutions tailored to meet individual needs. Whether you are looking for a savings account, mortgage loan, or retirement planning services, Widget Financial is dedicated to helping you achieve your financial goals. Visit us today and experience the difference that our personalized approach to finance can make in your life.
Hub Finance Co
Hub Finance Co is a reputable financial institution located at 426 Adams Street in Rochester, Pennsylvania, United States. We offer a wide range of financial services to meet the needs of individuals and businesses alike. Our team of experienced professionals is dedicated to providing top-notch customer service and helping our clients achieve their financial goals. Whether you need assistance with loans, investments, or other financial matters, you can count on Hub Finance Co to provide expert guidance and support. Visit us today to learn more about how we can help you secure your financial future.
Equity Lending Group, Inc
Equity Lending Group, Inc is a finance institution located at 307 West New Castle Street in Zelienople, Pennsylvania, United States. Specializing in providing lending solutions, Equity Lending Group, Inc offers a range of financial services to help individuals and businesses achieve their goals. With a team of experienced professionals, they strive to provide personalized and efficient service to meet the unique needs of each client. Whether you are looking for a loan for a new home, business expansion, or debt consolidation, Equity Lending Group, Inc is here to help you navigate the financial landscape with confidence.
All-Pro Advisors LLC
All-Pro Advisors LLC is a finance institution located at 4117 Fairway Drive in Gibsonia, Pennsylvania, United States. We specialize in ongoing comprehensive financial planning with investment management, as well as annual comprehensive financial planning engagements with or without investment management. Our services cater to individuals who earn well above the median household income in their area, particularly those who receive ISOs and RSUs, often in the tech or startup industry. As a virtual firm, we work with clients across 18 different states, offering tax efficient retirement income plans and personalized financial strategies. While we do not have a minimum income or asset level requirement, we do have a minimum annual fee of $2,400. During our Introductory Call, we take the time to understand your financial goals and determine how we can best assist you.
West Penn Financial Service Center
West Penn Financial Service Center is a leading finance institution located at 2250 Babcock Boulevard in Pittsburgh, Pennsylvania. Our dedicated team of financial experts is committed to providing top-notch financial services to individuals and businesses in the area. Whether you need assistance with loans, mortgages, investments, or any other financial needs, our experienced professionals are here to help. Trust West Penn Financial Service Center for all your financial needs.
Touchstone Capital Inc: Theodore Kerr
Touchstone Capital Inc: Theodore Kerr is a finance institution located at 1001 McKnight Park Drive in Pittsburgh, Pennsylvania, United States. With a focus on providing expert financial services, Touchstone Capital Inc is dedicated to helping individuals and businesses achieve their financial goals. Led by Theodore Kerr, a seasoned financial professional, the institution offers a wide range of services including investment management, financial planning, and wealth management. Whether you are looking to grow your investments or plan for retirement, Touchstone Capital Inc: Theodore Kerr is committed to providing personalized solutions to meet your financial needs.
Andrew Pickel - Mortgage Loan Officer
Andrew Pickel - Mortgage Loan Officer is a reputable finance institution located at 256 South York Road in Hatboro, Pennsylvania, United States. As a dedicated mortgage loan officer, Andrew Pickel specializes in helping clients secure the best mortgage options for their individual needs. With a commitment to providing excellent customer service and expert financial advice, Andrew Pickel - Mortgage Loan Officer is the go-to destination for anyone looking to navigate the complex world of mortgage lending. Whether you are a first-time homebuyer or a seasoned investor, Andrew Pickel is here to guide you through the process and help you achieve your financial goals.
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