TOP 30 Investment strategies for small business in Indiana, Pennsylvania
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Merrill Lynch Financial Advisor Luke Anderson
● OpenMerrill Lynch Financial Advisor Luke Anderson is a finance institution located at 682 Philadelphia Street in Indiana, Pennsylvania, United States. The institution, part of the Mackey Weber Group, is dedicated to working closely with individuals, institutions, and families to simplify and improve their financial circumstances. With a focus on the client's specific goals, the team of financial advisors utilizes investment insights from Merrill Lynch and banking resources from Bank of America to address complex challenges. The team offers personalized financial strategies aligned with individual goals, including planning for education, retirement, healthcare costs, and wealth preservation. The experienced team, including Scott Weber, Donna Yvanek, and Luke Anderson, each with over 60 years of combined experience in the financial services industry, hold the CERTIFIED FINANCIAL PLANNER certification. They specialize in working with medical industry professionals, small business owners, and non-profit organizations, offering tailored financial solutions to meet unique needs and objectives. The team also structures and advises on 401k plans for companies of all sizes, providing comprehensive investment options and on-location education for employees.
682 Philadelphia St, Indiana, PA 15701, United States -
Merrill Lynch Financial Advisor Donna M Yvanek
● OpenMerrill Lynch Financial Advisor Donna M Yvanek is located at 682 Philadelphia Street, Indiana, Pennsylvania, United States. The institution, part of the Mackey Weber Group, is dedicated to simplifying and improving the financial circumstances of individuals, institutions, and families. With a focus on client-specific goals, the team of financial advisors utilizes investment insights from Merrill and banking resources from Bank of America to address complex challenges. The team, consisting of Scott Weber, Donna Yvanek, and Luke Anderson, collectively have over 60 years of experience in the financial services industry and are all CERTIFIED FINANCIAL PLANNER professionals. The Mackey Weber Group specializes in working with medical professionals, small businesses, and non-profit organizations, offering personalized financial strategies tailored to each client's unique needs. From structuring and advising on 401k plans to managing endowments and foundations, the team provides comprehensive solutions to help clients achieve their financial goals. Additionally, the institution offers discounted mortgages, home equity lines, and credit options to assist clients in managing their liabilities effectively.
682 Philadelphia St, Indiana, PA 15701, United States -
Di Cicco Brenda B CPA
● OpenDi Cicco Brenda B CPA is a reputable accounting and finance institution located at 1776 Warren Road in Indiana, Pennsylvania, United States. With years of experience and expertise in the field, they offer a wide range of services to individuals and businesses alike. From tax preparation to financial planning, Di Cicco Brenda B CPA is dedicated to providing top-notch services that help their clients achieve their financial goals. Whether you need help with bookkeeping, payroll services, or investment advice, you can trust Di Cicco Brenda B CPA to provide reliable and professional assistance.
1776 Warren Rd, Indiana, PA 15701, United States -
Easter Seals Western and Central Pennsylvania
● OpenEaster 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:
5 Parkway Center Dr S, Pittsburgh, PA 15220, United States -
WesBanco Bank
● OpenWesBanco Bank, located at 3300 Brighton Road, Pittsburgh, Pennsylvania, is a trusted financial institution dedicated to providing comprehensive banking and financial services to the local community. As a Member FDIC and Equal Housing Lender, WesBanco offers a range of products and services designed to meet the diverse needs of its customers. #### Services Offered:
3300 Brighton Road, Pittsburgh, Pennsylvania 15212, United States
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