Investments for retirement in New Hope, Pennsylvania

The Center for Financial Strategies, located at 21 Hillside Lane in New Hope, Pennsylvania, is a leading institution specializing in accounting, finance, and insurance services. With a team of experienced professionals, we provide comprehensive financial strategies tailored to meet the unique needs of our clients. Whether you are looking for assistance with tax planning, investment management, retirement planning, or insurance coverage, our experts are here to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Sapient Investments is a leading finance institution located at 37 Hillside Lane in New Hope, Pennsylvania, United States. With a focus on strategic investments and financial planning, Sapient Investments offers personalized services to help clients achieve their financial goals. Their team of experienced professionals provides expert guidance and innovative solutions to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or invest in the future, Sapient Investments is dedicated to helping you make informed decisions and secure your financial future.

New Hope Partners LLP is a leading financial institution located at 11 West Bridge Street in the charming town of New Hope, Pennsylvania. With a strong commitment to providing top-notch financial services to its clients, New Hope Partners LLP offers a wide range of investment and wealth management solutions tailored to meet the unique needs of each individual. The institution prides itself on its team of experienced professionals who are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, New Hope Partners LLP is the trusted partner you can rely on. Visit us today to learn more about how we can help you build a secure financial future.

The First National Bank & Trust Company, located at 408 Lower York Road in New Hope, Pennsylvania, is a full-service institution offering ATM, banking, and financial services. The online banking portal has recently been redesigned for a better user experience. The Solebury branch provides personal and business banking and loan services to individuals and companies in the surrounding areas. Established in 1999, the branch is handicap accessible with drive-up banking and ATM services available. With Saturday morning hours, The First is dedicated to providing exceptional customer service to the community. As Bucks County's oldest independent community bank, The First prides itself on customer loyalty and reinvesting profits back into the local community. Branch Managers Jean Heath and Brad Kuder are available to assist with any banking needs. Visit The First National Bank & Trust Company to experience personalized banking solutions and quick decision-making from a team of experts. Please note that links on the website may redirect you to other sites, and The First is not responsible for their content. Thank you for visiting The First National Bank & Trust Company's website.

Penn Community Bank is a trusted financial institution located at 275 West Bridge Street in New Hope, Pennsylvania. As a full-service bank, we offer a wide range of financial services including personal and business banking, loans, mortgages, and investment options. Our convenient ATM services make it easy for customers to access their funds anytime, anywhere. With a commitment to providing exceptional customer service and financial solutions, Penn Community Bank is dedicated to helping individuals and businesses achieve their financial goals.

Rockwood Wealth Management is a reputable finance institution located at 6464 Lower York Road in the charming town of New Hope, Pennsylvania, United States. With a team of experienced financial advisors, Rockwood Wealth Management offers personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Rockwood Wealth Management is dedicated to providing expert guidance and tailored solutions. Trustworthy, reliable, and committed to excellence, Rockwood Wealth Management is the go-to institution for all your financial needs.

Wealth Protection Strategies is a leading financial institution located at 290 Union Square Drive in New Hope, Pennsylvania, United States. Specializing in finance, our team of experts is dedicated to helping clients safeguard and grow their assets through personalized wealth protection strategies. Whether you are looking to plan for retirement, protect your investments, or secure your financial future, our experienced professionals are here to provide you with the guidance and support you need. Contact us today to learn more about how we can help you achieve your financial goals.

Wealth Protection Strategies is a finance institution located at 290 Union Square Drive in New Hope, Pennsylvania, United States. Our team of experienced financial advisors are dedicated to helping individuals and families protect and grow their wealth through personalized strategies tailored to their unique financial goals. Whether you are planning for retirement, saving for your children's education, or looking to secure your financial future, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building your wealth protection plan.

Encompass Wealth & Legacy Planning is a leading financial institution located at 6220 Lower York Road in New Hope, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing comprehensive financial planning and wealth management services to help our clients achieve their financial goals and secure their legacy for future generations. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Encompass Wealth & Legacy Planning is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

Frank Policare is a financial advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road in New Hope, Pennsylvania, United States. Frank Policare 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Frank Policare's expertise in asset management, retirement planning, estate planning, insurance products, investment strategies, and financial planning for various client needs. Frank Policare is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a commitment to ethics and ongoing education, Frank Policare ensures that clients receive the highest level of service and expertise in their financial planning journey.

Gerald Barlow is a Financial Advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Gerald Barlow holds several 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, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Gerald Barlow specializes in providing expert financial advice and planning services for individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and professional expertise, Gerald Barlow is dedicated to helping clients achieve their financial goals and secure their financial future.

Janney Montgomery Scott LLC is a well-established finance institution located in New Hope, Pennsylvania. With a history dating back to 1832, Janney Montgomery Scott LLC offers a wide range of financial services including investment management, wealth planning, and financial advisory services. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or make strategic investments, Janney Montgomery Scott LLC is committed to providing personalized solutions tailored to your individual needs. Visit their office at 6236 Lower York Road to learn more about how they can help you navigate the complex world of finance.

Lisa Policare is a Financial Advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road in New Hope, Pennsylvania, United States. Lisa holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, investment strategies, retirement planning, and other financial services. Lisa is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Lisa is committed to helping her clients achieve their financial goals.

Pat Trauger is a financial advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Pat Trauger holds various 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, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Pat Trauger offers comprehensive financial planning services for individuals and businesses, focusing on asset management, retirement planning, estate planning, insurance products, investment strategies, and more. With a commitment to ethical practices and ongoing education, Pat Trauger is dedicated to helping clients achieve their financial goals.

Penn Wealth Planning LLC, located at 6444 Lower York Road in New Hope, Pennsylvania, is a finance institution that has been recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024. They offer personalized financial advice to help clients build their portfolios and confidence for the long term. The team at Penn Wealth Planning is dedicated to assisting clients in achieving their financial goals and prioritizes their long-term financial well-being. The institution offers complimentary initial consultations to discuss financial goals and provides information on important components of Social Security benefits. They also host events such as their annual FREE Shred Day, where clients can securely dispose of sensitive documents while enjoying light snacks and catching up with the team.

Mackenzie Roedel is a Financial Advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Mackenzie 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®. These certifications cover a wide range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Mackenzie is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With expertise in various areas of financial planning, Mackenzie is committed to helping clients achieve their financial goals and secure their financial future.

Penn Wealth Planning - Ameriprise Financial Services, LLC is a finance institution located at 6444 Lower York Road in New Hope, Pennsylvania, United States. Recognized as one of the Forbes Best-in-State Wealth Management Teams in 2024, we offer personalized financial advice to help build our clients' portfolios and confidence for the long term. Our team is committed to helping clients achieve their financial goals and navigate the uncertainties of the market. We invite you to schedule a complimentary initial consultation to discuss your financial objectives and learn more about our services. In addition to financial planning, we also host events such as our annual FREE Shred Day to help protect your privacy and provide a convenient service for the community. During these events, we offer drive-up shredding services and light snacks for you to enjoy while catching up with our team.

At Allegro Luxury Vacations, we believe that every opportunity to travel is a chance to fill your mind with new discoveries and exciting experiences that you will cherish and talk about for years to come. Your vacation should reflect your personality, and our hope is that you let your dreams lead you to amazing places. No matter what your travel style, we want to help you get there, giving you plenty of stories to tell and memories to share.

Easter 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:

Casey Lynn Baisden, PA-C, is a highly regarded, board-certified physician assistant specializing in internal medicine. Serving the Pittsburgh community, Casey is located at 1024 West View Park Drive, where she provides comprehensive healthcare services to patients aged 18 and older. Her practice encompasses the treatment of both acute and chronic health conditions, conducting physical exams, and addressing women's health issues.

At Merrill Lynch, Financial Advisor Andrew "Drew" Morrison and the Kish Morrison Group are dedicated to providing comprehensive wealth management services tailored to meet the unique needs of each client. Located in the heart of Pittsburgh, PA, our team offers insights on market trends and strategies to navigate potential opportunities and risks, all within a quick 15-minute consultation.Our Philosophy:We believe true wealth management extends beyond mere investment. Our holistic approach focuses on designing financial strategies that align with your most important goals, not just for your lifetime, but for generations to come. Whether you are accumulating wealth or looking to preserve it, we provide personalized attention and high-touch service to both high-net-worth clients and the emerging affluent. Core Principles:- Investment Manager Selection: We choose managers with consistent, favorable risk-adjusted returns and a tenure of five to ten years or more. - Asset Allocation: We believe asset allocation is the most crucial determinant of long-term investment returns. - Market Timing: We do not attempt to time the markets.

At Merrill Lynch Financial Advisor Michelle Kish, we pride ourselves on providing expert financial advice and comprehensive wealth management services to individuals and families in all stages of their financial journey. Located in the heart of Pittsburgh, PA, our team at the Kish Morrison Group believes that true wealth management extends beyond mere investment strategies. We adopt a holistic approach to help you design financial plans that are aligned with your most significant life goals, not just for your lifetime but for generations to come.Our Philosophy: Our investment philosophy is grounded in core principles that prioritize risk-adjusted returns, long-term asset allocation, and tax efficiency. We carefully select investment managers with consistent performance records and emphasize a total return approach that includes both price appreciation and income generation. We avoid market timing and focus on creating strategies that are resilient and adaptable.Services Offered:

Welcome to The First National Bank & Trust Company of Newtown, proudly serving the financial needs of individuals and businesses in Wrightstown, Furlong, Penns Park, Newtown, and New Hope, PA. Conveniently located at 2607 Windy Bush Road, near Route 413, our Wrightstown branch has been a cornerstone of the community since it opened in 1965. As Bucks County’s oldest independent community bank, we have built a legacy of trust and customer loyalty over the past century. Our branch offers a full range of personal and business banking services, including checking and savings accounts, as well as flexible loan solutions tailored to your specific needs. With a dedicated Branch Manager and loan officer, Michele Price, on-site, we are equipped to provide personalized assistance and discuss your financing options.

Welcome to TD Bank, conveniently located at 701 East Street Road, Feasterville-Trevose, Pennsylvania. As a trusted local bank and financial services provider, we are dedicated to meeting all your banking and financial planning needs. Our team of wealth professionals, including a dedicated Relationship Manager, is here to offer personalized advice on private banking, credit, investments, and financial planning. At TD Bank, we believe in creating a banking experience tailored to your unique financial goals. Work with a TD Financial Advisor to develop a comprehensive TD Wealth Plan that aligns with your aspirations. Whether you're looking to open a new savings account, obtain an instant debit card, or explore mortgage options, we're here to assist you.

Welcome to PNC Bank at 2 North Main Street, New Hope, Pennsylvania! Conveniently located in the heart of New Hope, PNC Bank is your trusted partner for all your banking and financial needs. Our branch offers a full range of services, including personal and business banking, loans, mortgages, and investment solutions tailored to help you achieve your financial goals. Our state-of-the-art ATM is available 24/7, providing you with round-the-clock access to your accounts. Whether you're looking to open a new account, explore financing options, or simply need expert financial advice, our friendly and knowledgeable staff are here to assist you. Visit us today and discover why PNC Bank is a cornerstone of the New Hope community. Your financial well-being is our priority.

Welcome to Joseph D Amore - Associate Financial Advisor at Ameriprise Financial Services, LLC, located in the heart of New Hope, Pennsylvania. Situated at 6444 Lower York Road, our office is dedicated to providing exceptional financial advisory services tailored to meet your unique needs. Joseph D Amore is committed to guiding you through the complexities of financial planning with professionalism and expertise. As a trusted financial advisor, Joseph holds numerous prestigious certifications, ensuring a broad and deep understanding of various financial disciplines. With the AAMS™ (Accredited Asset Management Specialist™) designation, Joseph adheres to a strict code of ethics and has completed comprehensive coursework that equips him to address real-world asset management challenges. This certification covers critical topics such as asset allocation, investment strategies, estate planning, and more.

Welcome to Nemzoff & Co, your trusted partner in financial excellence, located in the picturesque town of New Hope, Pennsylvania. Nestled at 360 Covered Bridge Road, we offer a serene and inviting environment for all your financial needs. At Nemzoff & Co, we are committed to providing personalized financial solutions tailored to meet the unique needs of individuals and businesses alike. Our team of experienced professionals brings a wealth of knowledge in financial planning, investment management, and advisory services, ensuring that you receive the highest level of expertise and guidance. Whether you're planning for retirement, managing investments, or seeking financial advice, Nemzoff & Co is here to help you achieve your financial goals with confidence. Visit us today and experience the difference of a dedicated financial partner in the heart of New Hope.

Welcome to TD Bank at 501 Spring Garden Street, Philadelphia, PA! As your local banking partner, we offer a comprehensive range of financial services tailored to meet your needs. Our dedicated Relationship Manager and team of wealth professionals are here to guide you through private banking, credit, investment, and financial planning. Conveniently located and operating on human hours, we invite you to visit us early, late, or even on weekends. Whether you're stopping by for an instant debit card, a new savings account, or simply to enjoy our complimentary lollipops and dog biscuits, you'll find a welcoming atmosphere and a team ready to assist you.

Welcome to TD Bank, located at 399 Market Street, Philadelphia, Pennsylvania, where we are dedicated to serving your banking and financial needs with a personal touch. At TD Bank, we offer a comprehensive range of services to help you achieve your financial goals. Work with a dedicated Relationship Manager and a team of wealth professionals for expert advice on private banking, credit, investment, and financial planning. Our TD Financial Advisors are here to help you prepare a detailed Client Profile and develop a holistic TD Wealth Plan tailored to your unique financial objectives. Our convenient location is open during human hours, meaning you can visit us early, late, or on weekends. Drop by for an instant debit card, open a new savings account, or simply enjoy our complimentary lollipops and dog biscuits. We offer all the essential banking services you expect, including 24/7 ATMs, foreign currency exchange, notary services, and safe deposit boxes. If you need something specific that we don’t have on-site, we'll assist you in finding another nearby TD Bank that does.

Welcome to TD Bank, your local banking partner conveniently located at 2520 Grant Avenue, Philadelphia, Pennsylvania. We are more than just a bank; we are your financial ally, offering a comprehensive range of services to meet your banking, credit, investment, and financial planning needs. At TD Bank, we believe in providing personalized service. That's why we offer the expertise of a dedicated Relationship Manager and a team of wealth professionals who can guide you through private banking and financial planning. Whether you're saving for the future, looking to buy or refinance your home, or choosing a credit card with the best rewards, we are here to help you make informed decisions.