Investment planning tools in Pennsylvania

Edward Jones - Financial Advisor: Cassandra L Whitmer Located conveniently at 2421 Asbury Rd Unit 4, Erie, PA 16506, Edward Jones - Financial Advisor: Cassandra L Whitmer is your trusted local partner in achieving your financial goals. Specializing in personalized financial services, Cassandra L Whitmer provides tailored advice to help you plan for your future, manage your investments, and navigate the complexities of the financial market.

Beth Foyle - Financial Advisor, Ameriprise Financial Services, LLC, is a distinguished financial advisory business located at 1704 W 26th St, Erie, PA 16508, United States. This business specializes in providing expert financial guidance and services tailored to meet the diverse needs of individuals, retirees, and small business owners. Beth Foyle is renowned for holding multiple prestigious certifications, each reflecting a deep commitment to ethical standards and excellence in financial advisory services. Beth Foyle is not only an expert in asset management and estate planning but also possesses specialized knowledge in investment strategies, retirement planning, and wealth transfer. With certifications such as the AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠, Beth demonstrates a comprehensive understanding of asset allocation, investment opportunities, and fiduciary practices. These credentials ensure that clients receive guidance that is both informed and forward-thinking.

Frank Mindicino - Financial Advisor, Ameriprise Financial Services, LLC, is a distinguished financial advisory practice located at 54 Buhl Blvd, Sharon, PA 16146, United States. As a reputable entity in the finance industry, Frank Mindicino offers a comprehensive suite of financial planning and advisory services, tailored to meet the diverse needs of individuals, retirees, small business owners, and domestic partners. Frank Mindicino holds multiple prestigious certifications and designations that underscore his expertise and commitment to providing high-quality financial advice. These include the Accredited Asset Management Specialist™ (AAMS™), which requires rigorous coursework and adherence to a code of ethics, focusing on real-world asset management and investment strategies. The Accredited Domestic Partnership Advisor™ (ADPA™) certification highlights his proficiency in wealth transfers, federal taxation, and planning for financial and end-of-life needs for domestic partners.

Brian L Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC, is a distinguished financial advisory business located at 3438 PA-208 Ste 2, New Wilmington, PA 16142, United States. Specializing in a wide array of financial services, Brian L Taylor offers expert guidance tailored to meet the unique needs of individuals, retirees, and small business owners. With a strong commitment to ethical practices and continuing education, Brian L Taylor holds multiple certifications that underscore his expertise in various financial domains. The AAMS™ certification signifies proficiency in asset management, investment strategies, and estate planning, ensuring clients receive informed advice on asset allocation and investment opportunities. As an Accredited Domestic Partnership Advisor™ (ADPA™), Brian is well-versed in wealth transfers, federal taxation, and financial planning for domestic partners, addressing complex financial and medical needs.

At Results Family Chiropractic, located at 8670 Peebles Rd, Pittsburgh, PA 15237, Dr. Tracey Mullinary specializes in chiropractic care, a therapeutic manipulation of the body that helps realign the vertebrae of the spine, restoring the body's natural healing capabilities. In today's fast-paced world, life, stress, and busy schedules can often lead to nutritional deficiencies and health issues. Dr. Tracey employs various non-invasive methods to analyze the body and determine the best ways to optimize your overall health.

Principal Financial Group, located in the heart of Pittsburgh at the Federated Tower, is your trusted partner in navigating the complexities of finance and insurance. Our mission is to help you protect what matters most, ensuring that your loved ones and your financial future are secure no matter what life throws your way.Services: - Insurance Protection: Safeguard your life and wages to ensure your loved ones can continue thriving even during uncertain times. - Investment Guidance: Feel confident about your investments with tailored advice that aligns with your long-term goals, whether it's retirement, education, or other significant milestones.

At Harmeet Sawhney, Financial Professional - New York Life, we are dedicated to helping individuals and businesses in Pittsburgh, PA, navigate their financial journeys with confidence and clarity. Our mission is to provide comprehensive financial and insurance solutions that are tailored to meet the unique needs and goals of each client. With a strong foundation in finance and insurance, we offer a wide range of services designed to protect and grow your assets while ensuring your peace of mind.Our Services:1. Permanent Life Insurance Policies: - Guaranteed death benefit and cash value that grows over time. - Long-term coverage customizable to your needs and budget.2. Investment-Linked Insurance: - Long-term coverage with the ability to invest your policy’s cash value in the market.3. Long-Term Care Insurance:

First United National Bank, located at 1153 Liberty St, Franklin, PA 16323, is a trusted financial institution dedicated to serving the community with a comprehensive range of banking and financial services. With a strong commitment to personalized customer care, the bank offers various solutions to meet the needs of both individuals and businesses. Services include personal and commercial banking, loans, mortgages, savings and checking accounts, as well as investment and financial planning assistance. First United National Bank prides itself on its deep local roots and a steadfast commitment to helping clients achieve their financial goals with integrity and professionalism.

Decision Associates is a premier local business consultancy located at 153 E 13th St, Suite 1400b, Erie, PA 16503, United States. Specializing in strategic planning, organizational development, and performance improvement, Decision Associates is dedicated to helping businesses of all sizes achieve their goals and maximize their potential. With a team of experienced professionals, the firm offers tailored solutions that address the unique challenges and opportunities faced by each client. Whether you need assistance with leadership development, market expansion, or operational efficiency, Decision Associates provides the expertise and guidance necessary to drive success and foster sustainable growth. Visit us at our Erie office to learn how we can support your business on its path to excellence.

Liberty Insurance Agency is a premier insurance service provider located in Pittsburgh, PA. With a deep understanding of the industries we serve, we specialize in navigating the complexities of insurance to deliver the insights and information our clients need. Our goal is to provide comprehensive insurance solutions that help businesses manage risks, reduce costs, and ensure compliance.Services:1. Industry Expertise: We offer tailored insurance solutions by leveraging our expertise in various industries. Our team understands the unique challenges and opportunities in each sector, ensuring that our clients receive the most relevant and effective coverage.2. Training and HR Support: Our online training tool and Learning Management System (LMS) allow us to deliver training videos directly to your employees. Additionally, our HR portal provides resources for HR professionals who manage multiple roles within their organizations.3. Claims Management: We assist businesses in managing claims, particularly in workers’ compensation. By keeping the costs of claims low, we help maintain affordable premiums. We also advocate on behalf of our clients for first-party claims to ensure they receive every dollar they deserve.4. Loss Prevention Plans: For high-hazard industries, we develop repeatable loss prevention plans that can be applied across all franchisees. This consistency helps in keeping insurance costs low.5. Employee Relations: We recognize the importance of building interpersonal relationships with clients and offer training to help employees navigate diverse community interactions.6. Cost Management: From creative plan designs to alternative funding mechanisms, our seasoned consultants work with clients to find financial savings and manage costs effectively.7. Self-Funded Programs: For self-funded clients, we offer software that houses millions of claim lives, enabling accurate future claim predictions and proactive claim management.8. Employee Benefits Education: We provide comprehensive education and information to help employees understand and utilize their benefits effectively.9. Specialty Coverages: We offer specialty coverages for various needs, including agreed value coverage for vehicles, original parts coverage, and more.10. Cybersecurity Insurance: In today’s digital age, having a well-structured cyber policy is crucial. We provide coverage for first-party restoration/extortion expenses and social engineering fraud.11. Compliance and Regulatory Support: Our in-house compliance experts ensure that clients are compliant with Department of Labor standards and filings, avoiding fines, penalties, and fees.12. Risk Management Training: Our LMS includes courses on HR and Risk Management topics, including active shooter situation training and safety training for high-risk tools.Why Choose Liberty Insurance Agency? At Liberty Insurance Agency, we pride ourselves on our comprehensive approach to insurance and risk management. Our in-depth industry knowledge, advanced training tools, and commitment to client advocacy set us apart. We strive to provide peace of mind to our clients by ensuring they are well-covered, compliant, and supported in all aspects of their insurance needs.

First National Bank, located at 100 Federal St in Pittsburgh, PA, is your comprehensive financial partner, offering a wide range of banking and financial services tailored to meet the needs of both individuals and businesses. Our Pittsburgh Northside branch provides full-service solutions, ensuring you have access to the resources you need to achieve your financial goals. Services Offered:

PNC Bank, located at 5810 Forbes Ave, Pittsburgh, PA 15217, is a trusted financial institution dedicated to serving the local community with a wide range of banking and financial services. Whether you're looking to manage your personal finances, open a savings or checking account, or seek expert financial advice, PNC Bank offers a comprehensive suite of services designed to meet your needs. In addition to traditional banking services, this branch also provides convenient ATM access for quick cash withdrawals and other essential transactions. With a commitment to customer satisfaction and financial well-being, PNC Bank is your reliable partner in navigating the complexities of finance. Visit us at our Forbes Avenue location for personalized service and innovative banking solutions.

First Commonwealth Bank, located at 100 N Main St, Butler, PA 16001, is your trusted local provider for a comprehensive range of financial services. As a full-service bank, we offer a variety of banking solutions tailored to meet your personal and business needs, including savings and checking accounts, loans, and investment options. Our on-site ATM ensures convenient access to your funds around the clock. In addition to traditional banking services, First Commonwealth Bank also operates as a finance and insurance agency, providing expert advice and products to help safeguard your financial future. Whether you're looking to secure a mortgage, plan for retirement, or protect your assets with the right insurance coverage, our knowledgeable team is here to assist you every step of the way.

PNC Mortgage, located at 300 Mt Lebanon Blvd, Pittsburgh, PA 15234, is a reputable financial institution specializing in a broad range of mortgage services. As a branch of PNC Bank, this business is committed to providing personalized and comprehensive mortgage solutions to meet the diverse needs of its clients. Whether you're a first-time homebuyer, looking to refinance, or seeking investment property financing, PNC Mortgage offers competitive rates and flexible terms tailored to your financial goals. The knowledgeable and friendly staff at this location are dedicated to guiding you through every step of the mortgage process, ensuring a smooth and stress-free experience. With a strong focus on customer satisfaction and financial expertise, PNC Mortgage is a trusted partner in helping you achieve your homeownership dreams.

PA Capital Mortgage, LLC is a trusted financial service provider located in the heart of Pittsburgh, PA. Specializing in personalized mortgage solutions, the company prides itself on offering fast, customized quotes and competitive rates. At PA Capital Mortgage, integrity is the cornerstone of their service, ensuring that each client receives transparent and reliable assistance throughout the mortgage process.

Antonio Aiello is a highly qualified Private Wealth Advisor operating under Ameriprise Financial Services, LLC, located in Sewickley, PA. With a robust portfolio of certifications and specializations, Antonio brings a wealth of knowledge and expertise in financial planning, asset management, and investment strategies tailored to meet the unique needs of each client.

First United National Bank, located at 1 Central Ave, Oil City, PA 16301, is a trusted financial institution dedicated to serving the community with a comprehensive range of banking and financial services. With a strong commitment to personalized customer service, the bank offers various solutions tailored to meet the needs of individuals, families, and businesses. As a full-service bank, First United National Bank provides a variety of products including checking and savings accounts, loans, mortgages, and investment services. The experienced and friendly staff is always ready to assist customers with their financial goals, ensuring a smooth and efficient banking experience.

KeyBank, located at 364 Center Ave, Butler, PA 16001, is a trusted financial institution offering a comprehensive range of banking and financial services. As a full-service bank, KeyBank provides personalized solutions to meet the diverse needs of individuals, families, and businesses in the Butler community. Whether you require everyday banking services such as checking and savings accounts, need assistance with loans and mortgages, or seek expert financial advice and investment options, KeyBank is equipped to help you achieve your financial goals. Additionally, the branch features convenient ATM services for quick and easy access to your funds. With a commitment to exceptional customer service and a robust suite of financial products, KeyBank is a dependable partner for managing your finances and planning for the future.

WesBanco Bank, located at 2034 Penn Ave in Pittsburgh, PA, is a trusted financial institution dedicated to providing a wide array of banking and financial services to individuals and businesses. With a reputation for excellence and a strong commitment to customer service, WesBanco aims to meet all your financial needs through innovative products and personalized solutions. Services Offered:

Wyze Wealth Advisors: Your Trusted Partner in Financial Security Located at 1800 Main St Ste 230, Canonsburg, PA 15317, Wyze Wealth Advisors (WWA) is a distinguished finance firm dedicated to helping individuals and families achieve financial security and peace of mind. Our approach is centered around providing relaxed, informative, and pressure-free consultations. If we are unable to assist you directly, we guarantee to guide you towards the right resources.

Valley 1st Community Federal Credit Union is a trusted financial institution located at 100 Sara Way, Belle Vernon, PA 15012, United States. As a full-service credit union, Valley 1st Community Federal Credit Union offers a wide range of banking and financial services designed to meet the needs of its members. Whether you're looking to open a savings or checking account, apply for a loan, or utilize their convenient ATM services, the friendly and knowledgeable staff are dedicated to providing personalized and professional assistance. Committed to the financial well-being of the local community, Valley 1st Community Federal Credit Union strives to offer competitive rates, flexible terms, and exceptional customer service to help you achieve your financial goals.

APS Federal Credit Union is a trusted financial institution located at 259 Fremont Rd, Charleroi, PA 15022, United States. As a member-focused credit union, APS Federal Credit Union is dedicated to providing a comprehensive range of financial services designed to meet the diverse needs of its community. With a commitment to personalized service, the credit union offers a variety of products including savings and checking accounts, loans, mortgages, and investment options. APS Federal Credit Union prides itself on its competitive rates, low fees, and the personal touch that sets it apart from larger, impersonal banks. Whether you are looking to save for the future, secure a loan, or simply manage your day-to-day finances, APS Federal Credit Union is here to help you achieve your financial goals with confidence and ease.

Edward Jones - Financial Advisor: Chris Bloomquist Located at 4538 Peach St, Erie, PA 16509, United States, Edward Jones - Financial Advisor: Chris Bloomquist is dedicated to helping you achieve your financial goals. As a trusted financial advisor, Chris Bloomquist offers personalized financial services tailored to meet your unique needs. Whether you are planning for retirement, saving for education, or looking to grow your investments, Chris is committed to providing expert guidance and support.

At Edward Jones, Financial Advisor Michael A Jones, CFP®|ChFC®|AAMS™, is dedicated to helping you achieve your financial goals. Located at 2501 W 12th St Ste 20 in Erie, PA, our office offers personalized financial services designed to meet the unique needs of each client. Whether you are planning for retirement, saving for a child's education, or seeking advice on investment strategies, Michael A Jones and his team are here to guide you every step of the way.

At Edward Jones, Financial Advisor Christopher S. Rakow, CFP®, ChFC®, AAMS™, is committed to helping you achieve your financial goals. Located conveniently in Franklin, PA, Christopher provides personalized financial advice tailored to your unique needs and objectives. Whether you're planning for retirement, saving for college, or looking to protect the financial future of your loved ones, Christopher is here to guide you through every step of the process.

At Edward Jones - Financial Advisor: Ryan Messenger, we are committed to helping you achieve your financial goals. Located conveniently at 17281 Conneaut Lake Rd Suite A in Meadville, PA, our office offers personalized financial services tailored to meet your unique needs. As a trusted financial advisor, Ryan Messenger provides expert guidance on investment strategies, retirement planning, estate considerations, and more.

Community Bank, located at 1670 Broad Ave, Belle Vernon, PA 15012, is a trusted financial institution dedicated to serving the local community with a wide array of banking and financial services. As a cornerstone of Belle Vernon, Community Bank prides itself on offering personalized customer service, tailored financial solutions, and a commitment to fostering financial well-being for individuals, families, and businesses alike. Whether you're looking to open a new savings account, secure a mortgage, or explore investment opportunities, Community Bank provides expert guidance and support every step of the way. With a strong emphasis on community values and customer satisfaction, our team of experienced professionals is ready to assist you with all your banking needs.

First Vanguard Mortgage, located at 437 Grant St #918 in Pittsburgh, PA, is a premier financial services firm specializing in comprehensive mortgage solutions. As a trusted local business, we are dedicated to helping individuals and families achieve their homeownership dreams by offering a wide range of mortgage options tailored to meet diverse financial needs. Our experienced team of mortgage professionals is committed to providing personalized service, expert advice, and competitive rates to ensure a seamless and stress-free lending experience. Whether you're a first-time homebuyer, looking to refinance, or seeking investment property financing, First Vanguard Mortgage is your reliable partner in navigating the complex world of home loans. Visit us today to discover how we can assist you in securing the best mortgage for your unique situation.

AT&T Employees Pittsburgh PA Federal Credit Union, located at 635 Grant St, Pittsburgh, PA 15219, is a trusted financial institution dedicated to serving the needs of AT&T employees and their families in the Pittsburgh area. As a member-focused credit union, it offers a wide range of financial services, including savings and checking accounts, loans, mortgages, and investment options. Known for its personalized customer service and competitive rates, the credit union strives to help members achieve their financial goals through affordable and convenient financial solutions. Whether you're looking to finance a new home, save for the future, or manage your day-to-day expenses, AT&T Employees Pittsburgh PA Federal Credit Union is committed to providing reliable and tailored financial support.

Greater Pittsburgh Federal Credit Union is a trusted financial institution located at 200 Lothrop Street, Suite 11, in Pittsburgh, PA 15213, United States. Specializing in a variety of financial services, including ATM access and comprehensive banking solutions, this credit union is dedicated to serving the needs of its members with a personal touch. Whether you're looking to open a savings account, secure a loan, or simply access convenient ATM services, Greater Pittsburgh Federal Credit Union offers a community-focused approach to banking. Visit them today to experience their commitment to financial well-being and excellent customer service in the heart of Pittsburgh.