TOP 30 Investment options for seniors in Pennsylvania

167 results found

Edward Jones - Financial Advisor: Jamin A Lauer is a reputable finance institution located at 98 Theater Lane in York, Pennsylvania, United States. Specializing in personalized financial planning and investment services, Jamin A Lauer and his team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones is a trusted partner in navigating the complexities of the financial world. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones - Financial Advisor: Jamin A Lauer is committed to helping you secure a successful financial future.

The American Institute of Financial Gerontology is a prestigious institution located at 512 Woodland Court in Wayne, Pennsylvania, United States. This institute is dedicated to providing cutting-edge education and research in the field of financial planning for the aging population. With a focus on understanding the unique financial needs and challenges faced by older adults, the American Institute of Financial Gerontology offers a range of courses, workshops, and resources aimed at preparing financial professionals to better serve their elderly clients. Whether you are a seasoned financial planner looking to expand your expertise or a newcomer to the field seeking specialized training, the American Institute of Financial Gerontology is the perfect place to enhance your skills and knowledge.

Life's Financial Solutions is an insurance agency located at 133 Carol Drive in Washington Boro, Pennsylvania, United States. As a proud member of the safe money places Agent Network, we specialize in helping our clients generate lifetime income through fixed annuities. Please note that we do not provide legal or investment advice, and we do not warrant the accuracy of the information on our website. It is important to conduct your own research and consult with a financial professional before making any decisions.

New York Life Insurance, agent Phillip L. Lobaugh, is a trusted insurance agency located at 2657 Airport Road in Chambersburg, Pennsylvania. With a commitment to providing personalized insurance solutions to meet the unique needs of each client, Phillip L. Lobaugh offers a range of insurance products and services to help individuals and families protect their financial future. Whether you are looking for life insurance, retirement planning, or investment options, Phillip L. Lobaugh is dedicated to helping you make informed decisions and secure your peace of mind. Contact us today to learn more about our offerings and how we can assist you in safeguarding your assets and loved ones.

Refined Retirement is a finance institution located at 3009 Wilmington Road in New Castle, Pennsylvania. We specialize in helping individuals plan and manage their finances for a comfortable and secure retirement. Our team of experienced financial advisors offers personalized services to help clients achieve their retirement goals. Whether you are looking to invest for the future, create a retirement income plan, or optimize your savings, Refined Retirement is here to guide you every step of the way. Contact us today to schedule a consultation and start planning for a refined retirement.

Kathleen Favorite: Primerica - Financial Services is a reputable finance and insurance agency located at 7440 McKnight Road in Pittsburgh, Pennsylvania. With a focus on providing quality financial services to individuals and families, Kathleen Favorite and her team offer a wide range of products and solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Primerica is dedicated to helping you secure a stable financial future. Visit their office today to learn more about the services they offer and how they can assist you in managing your finances effectively.

Randle El Wealth Advisors LLC is a finance institution located at 945 Liberty Avenue in Pittsburgh, Pennsylvania. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive wealth management services. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, our team is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

Northwestern Mutual is a reputable finance and insurance agency located at 600 Grant Street in Pittsburgh, Pennsylvania. With a strong presence in the United States, Northwestern Mutual offers a wide range of financial services and insurance products to help individuals and families achieve their financial goals and protect their assets. The institution is known for its commitment to providing personalized financial planning and excellent customer service. Whether you are looking to invest for the future or secure your loved ones' financial well-being, Northwestern Mutual is a trusted partner in helping you navigate the complexities of the financial world.

Pastin Wealth Management Group of Janney Montgomery Scott is a leading financial institution located in Pittsburgh, Pennsylvania, United States. As a trusted wealth management group, we provide personalized financial planning and investment services to help our clients achieve their financial goals. Our team of experienced professionals offers expert advice and guidance to help clients navigate the complexities of the financial world. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Pastin Wealth Management Group is here to help you every step of the way. With a focus on building long-term relationships based on trust and integrity, we are committed to helping our clients secure their financial futures.

ATA Financial Group LLC Hablamos español is a finance institution located at 1044 3rd Street in Whitehall, Pennsylvania, United States. Specializing in providing comprehensive financial services to individuals, businesses, non-profits, unions, and government agencies, ATA Financial Group offers accounting and tax preparation, wealth management, insurance and risk management, and senior and estate planning. With over 30 years of experience, ATA Financial Group is dedicated to helping clients achieve financial success through personalized service and expert advice. In these challenging times, ATA Financial Group utilizes Zoom meeting technology to ensure safe and efficient communication with clients. Whether you need help with retirement planning, insurance coverage, tax services, or business accounting, ATA Financial Group is here to assist you in reaching your financial goals. Visit us during our regular business hours Monday–Friday, or schedule an appointment during tax season for extended hours. Trust ATA Financial Group to provide you with the expertise and respect you deserve for all your financial needs.

Market Street Wealth Management is a comprehensive financial institution located in West Chester, Pennsylvania. Our team of experienced professionals specializes in providing personalized wealth management services, including investment planning, retirement planning, and estate planning. In addition, we offer health insurance options and legal services to ensure our clients have all their financial needs covered. Visit us at 999 West Chester Pike to start building a secure financial future today.

Retirement Planning Specialists, Inc. is a finance institution located at 1000 Easton Road in Willow Grove, Pennsylvania, United States. Our team of experts specializes in helping individuals plan for a secure and comfortable retirement. With personalized financial strategies and expert guidance, we assist our clients in navigating the complexities of retirement planning. Whether you are just starting to save for retirement or nearing retirement age, Retirement Planning Specialists, Inc. is here to help you achieve your financial goals and enjoy a worry-free retirement.

John Bamberger, Bankers Life Agent and Bankers Life Securities Financial Representative, located at 3939 West Ridge Road, Erie, Pennsylvania, offers a wide range of insurance options including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Financial Advisor, John Bamberger can provide valuable information on Medicare Advantage and help you plan for long-term care needs. With rising healthcare costs and increasing life expectancy, it's important to be prepared for the future. Contact John Bamberger today to start planning your next steps towards financial security and peace of mind.

Tammy Owens - Prudential Financial is a reputable finance and insurance agency located at 9211 Wattsburg Road in Erie, Pennsylvania, United States. With a focus on providing top-notch financial services and insurance solutions, Tammy Owens and her team are dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, you can trust Tammy Owens - Prudential Financial to provide personalized and professional service tailored to your individual needs. Visit their office today to start planning for a secure financial future.

LTC Financial Partners is a comprehensive finance, health, and insurance agency located at 3340 River Road in Beaver, Pennsylvania, United States. Specializing in long-term care planning, they offer a range of services to help individuals and families navigate the complex world of insurance and financial planning for their future. With a team of experienced professionals, LTC Financial Partners is dedicated to providing personalized solutions and expert guidance to ensure clients are prepared for whatever the future may hold.

James L Ferrell - Morgan Stanley is a finance institution located at 2100 Georgetown Drive in Sewickley, Pennsylvania, United States. As a branch of Morgan Stanley, one of the leading financial services firms in the world, James L Ferrell offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced financial advisors, they strive to provide personalized and comprehensive financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, James L Ferrell - Morgan Stanley is dedicated to helping you make informed decisions and secure your financial future.

Nelson Financial Services is a reputable insurance agency located at 1525 Evans City Road in Evans City, Pennsylvania, United States. With a dedicated team of professionals, they offer a wide range of insurance products and services to meet the needs of their clients. Whether you are looking for auto, home, life, or business insurance, Nelson Financial Services can provide you with personalized solutions to protect what matters most to you. Trustworthy, reliable, and customer-focused, Nelson Financial Services is committed to helping you navigate the complexities of insurance to ensure you have the coverage you need. Contact them today to discuss your insurance needs and receive a personalized quote.

WoodmenLife is a reputable insurance agency located at 112 Hollywood Drive in Butler, Pennsylvania, United States. With a strong commitment to providing financial security and peace of mind to its members, WoodmenLife offers a wide range of insurance products and services. Whether you are looking for life insurance, retirement planning, or investment options, WoodmenLife is dedicated to helping you protect your loved ones and secure your future. Visit their office today to speak with a knowledgeable agent and learn more about the insurance solutions they offer.

Horizon Financial Advisors is a reputable finance institution located at 4099 William Penn Highway in Monroeville, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, Horizon Financial Advisors is here to provide personalized solutions tailored to your individual needs. Trust us to guide you towards a brighter financial horizon.

Edward Jones - Financial Advisor: Richard Olszewski is a trusted finance institution located at 5548 William Flinn Highway in Gibsonia, Pennsylvania. Richard Olszewski is a dedicated financial advisor who provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Richard Olszewski is committed to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.

Prudential | Doug Comin | Life Insurance & Financial Services is a reputable finance and insurance agency located at 1001 Ardmore Boulevard in Pittsburgh, Pennsylvania. With a strong focus on providing comprehensive life insurance and financial services, this institution is dedicated to helping individuals and families secure their financial futures. Whether you are looking for life insurance coverage or assistance with financial planning, the experienced professionals at Prudential | Doug Comin | Life Insurance & Financial Services are committed to providing personalized solutions to meet your specific needs. Contact them today to learn more about their services and how they can help you achieve your financial goals.

Prudential | Bob Monkelis | Life Insurance & Financial Services is a reputable finance and insurance agency located at 1001 Ardmore Boulevard in Pittsburgh, Pennsylvania, United States. With a focus on providing top-notch life insurance and financial services, our experienced team is dedicated to helping clients protect their loved ones and secure their financial futures. Whether you are looking for life insurance coverage or guidance on investment strategies, we are here to provide personalized solutions tailored to your individual needs. Trust Prudential | Bob Monkelis | Life Insurance & Financial Services to help you achieve your financial goals with confidence and peace of mind.

Edward Jones - Financial Advisor: Joseph A McGuigan Jr, AAMS™ is a reputable financial institution located at 160 North McKean Street in Kittanning, Pennsylvania. With a focus on providing personalized financial advice and services, Joseph A McGuigan Jr, AAMS™ is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest for the future, or create a comprehensive financial strategy, Joseph A McGuigan Jr, AAMS™ offers expert guidance and support every step of the way. Trust in this experienced financial advisor to provide you with the tools and knowledge needed to make informed decisions and reach your financial aspirations.

Success Financial Solutions, LLC is a reputable finance and insurance agency located at 875 Greentree Road in Pittsburgh, Pennsylvania. With a dedicated team of professionals, we provide comprehensive financial services to help our clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, insurance coverage, or wealth management, our experienced advisors are here to guide you every step of the way. Trust Success Financial Solutions, LLC to provide you with personalized solutions tailored to your specific needs and objectives. Contact us today to schedule a consultation and take the first step towards financial success.

Mauricio Sanchez Rodriguez is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 258 Frye Farm Road in Greensburg, Pennsylvania, United States. Mauricio 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®. Mauricio specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and seniors. Mauricio is dedicated to upholding the highest standards of ethics and professionalism in the financial industry. Contact Mauricio Sanchez Rodriguez for expert advice on asset management, investment strategies, estate planning, retirement planning, insurance products, and more.

Waddell & Reed Financial Services is a reputable finance institution located at 531 Turney Street in Greensburg, Pennsylvania, United States. With a strong presence in the financial industry, they offer a wide range of services to help individuals and businesses achieve their financial goals. Their team of experienced professionals are dedicated to providing personalized financial solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or wealth management services, Waddell & Reed Financial Services is committed to helping you navigate the complexities of the financial world with confidence and expertise.

Safety First Retirement is a trusted institution located at 3058 Leechburg Road in New Kensington, Pennsylvania, dedicated to helping individuals plan for a secure and worry-free retirement. With a team of experienced financial advisors, Safety First Retirement offers personalized retirement planning services tailored to each client's unique goals and needs. From investment strategies to insurance options, they prioritize safety and security to ensure a stable financial future for their clients. Trust Safety First Retirement to guide you towards a comfortable and stress-free retirement.

Merrill Lynch Financial Advisor Timothy M. Armanious is a dedicated finance institution located at 5862 Baum Boulevard in Pittsburgh, Pennsylvania, United States. The team at this institution is committed to helping clients pursue their goals through a simple, transparent approach supported by thoughtful investment guidance aligned with life priorities. By getting to know clients and their families, the team creates personalized financial strategies that reflect individual investment styles and priorities. The institution's financial planning process involves understanding client goals, values, risk tolerance, time horizon, and liquidity needs to create a comprehensive plan. Through tools like the Investment Personality Assessment, clients receive customized financial approaches tailored to their unique preferences. The team at Merrill Lynch believes in helping clients navigate life changes and unforeseen circumstances by providing insightful wealth management and personalized service. Advisors at this institution have received recognition for exemplary client service, setting the standard for wealth management excellence. With access to global resources and a team of experienced professionals, Merrill Lynch Financial Advisor Timothy M. Armanious is dedicated to building strong client relationships based on trust and personalized service.

Edward Jones - Financial Advisor: Jon Emrock, AAMS™ is a reputable financial institution located at 3520 Pennsylvania 130 in Irwin, Pennsylvania, United States. Specializing in personalized financial planning and investment services, Jon Emrock, an Accredited Asset Management Specialist, is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides expert guidance and support to individuals seeking to secure their financial future. Whether you are planning for retirement, saving for education, or investing for growth, Jon Emrock and his team are committed to providing tailored solutions to meet your unique needs. Contact them today to start your journey towards financial success.

Prudential | Megan Walsh | Life Insurance & Financial Services is a reputable finance and insurance agency located at 5800 Kennedy Avenue in Export, Pennsylvania, United States. With a focus on providing top-notch life insurance and financial services, our institution is dedicated to helping individuals and families secure their future and protect their assets. Megan Walsh and our team of professionals are committed to offering personalized solutions tailored to each client's specific needs and goals. Contact us today to learn more about how we can assist you in planning for a secure financial future.