TOP 10 It strategy and planning in Pennsylvania

Kingcade Services Group is a tax preparation institution located at 6132 Lancaster Avenue in Philadelphia, Pennsylvania. Specializing in accounting and finance, we offer services such as small business consulting, accounting, and payroll services. Our team of tax professionals and financial advisors work diligently to create a strategic plan to help you save money and pay the lowest possible taxes on your earnings and profits. We provide business support services for micro-mid size businesses, including bookkeeping and payroll services. With the ever-changing financial markets, it is important to have a team of experts who can navigate these changes and provide clear guidance on how they may impact you. At Kingcade Services Group, we prioritize financial literacy and aim to educate our clients on the rules and implications of their tax situations. By staying updated on all tax proposals and laws, we ensure that you are informed of any changes that may affect your year-end income tax return. Let us take the pain out of tax preparation and help you approach your economic future with confidence.

Terry Hokaj - Thrivent is a finance institution located at 3800 West 12th Street in Erie, Pennsylvania, United States. As a licensed financial professional in multiple states, including AZ, CA, CO, MD, NY, OH, PA, SC, TN, and VA, Terry Hokaj provides personalized financial guidance to help clients reach their goals. By understanding each client's unique financial situation and needs, Terry Hokaj develops tailored financial strategies to help them make informed decisions and move forward towards their objectives. Services may include cash flow allocation, investment diversification, and risk reduction through life insurance. Thrivent, the marketing name for Thrivent Financial for Lutherans, offers insurance products, securities, and investment advisory services through its subsidiary Thrivent Investment Management Inc. Clients can further their planning engagement with Thrivent through its Dedicated Planning Services for a fee. It's important to note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their own professionals in those areas. For more information about Thrivent's services and financial advisors, visit thrivent.com.

Merrill Lynch Financial Advisor Mark A Gombita is a finance institution located at 101 West Avenue, Jenkintown, Pennsylvania, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and the District of Columbia, clients are guided towards achieving their desired financial goals. The institution emphasizes that investing involves risk and it is important to consult legal and tax advisors before making financial decisions. Offering a broad range of brokerage, investment advisory, and other services, Merrill Lynch aims to provide personalized financial solutions to clients. With a focus on asset allocation, diversification, and rebalancing, the institution helps clients navigate the complexities of the financial world. Additionally, Merrill Lynch offers insurance and annuity products through Merrill Lynch Life Agency Inc., as well as trust and fiduciary services through Bank of America Private Bank. With a strong commitment to providing informative and useful services, Merrill Lynch strives to help clients make informed financial decisions.

Account Financial Tax Services is a reputable institution located at 2455 Huntingdon Pike in Pennsylvania, United States. Specializing in accounting and finance services, our dedicated tax professionals are committed to providing expert guidance and assistance when it comes to tax preparation. With a focus on maximizing return potential, our team offers valuable insights and personalized solutions to meet the unique needs of each client. Trust Account Financial Tax Services for all your financial and tax-related needs.

Alexander Morgan is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1704 West 26th Street in Erie, Pennsylvania, United States. As a part of Voussoir Financial Partners, the institution was the 2023 recipient of the Ameriprise Client Experience Award. Alexander Morgan provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are scheduled to review progress, adjust strategies as needed, and track financial goals. Clients have secure access to their investments and accounts from any device. To learn more and schedule a complimentary initial consultation, visit the FINRA's BrokerCheck website for background and qualification information. Ameriprise Financial Services, LLC emphasizes the importance of understanding and prioritizing clients' financial goals, whether it be retirement planning, education savings, or major purchases. The institution strives to provide a positive client experience and prides itself on the loyalty and satisfaction of its clients. Please note that Alexander Morgan may only conduct securities business in states where properly registered. Get in touch to start discussing your financial objectives today.

Milinovich & Co., Inc. is a reputable finance institution located at 101 Woodland Avenue in Waynesburg, Pennsylvania, United States. With a strong focus on providing top-notch financial services to individuals and businesses alike, Milinovich & Co., Inc. prides itself on its commitment to excellence and personalized attention to each client's unique financial needs. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, the experienced professionals at Milinovich & Co., Inc. are dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.

Joshua Schroder is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 3438 Pennsylvania 208, New Wilmington, Pennsylvania, United States. If you have questions or would like to schedule a complimentary initial consultation, Joshua is ready to assist you. With a focus on your individual goals and risk tolerance, he provides investment, asset allocation, and portfolio recommendations. Regular meetings are held to review progress, update approaches, and track goals. With secure access to your investments and accounts from any device, you can stay informed and in control of your financial future. At Ameriprise Financial Services, LLC, the team is dedicated to helping clients achieve their financial goals and protect their assets. Whether it's through health, life, disability, income, or long-term care insurance solutions, they provide personalized recommendations to suit individual needs. By taking the next step and setting up a complimentary initial consultation, you can start planning for a more secure financial future.

Scott Parker - Financial Advisor at Ameriprise Financial Services, LLC, located at 375 Southpointe Boulevard in Canonsburg, Pennsylvania, offers expert financial advice and guidance. With a background and qualifications verified on FINRA's BrokerCheck website, Scott Parker can help clients navigate the complexities of the financial market. Specializing in stock prices and market trends, Scott can provide insights on the current bull market rally and its potential extension into 2024. As a registered advisor, Scott Parker is available to conduct securities business with residents of specific states. Clients can expect a personalized consultation to discuss their financial goals and priorities. While Ameriprise Financial cannot guarantee future results, Scott is committed to helping clients make informed decisions about their finances.

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.

Benjamin F. Edwards in Hermitage, Pennsylvania, is a finance institution dedicated to providing customized financial advice to clients striving to reach their goals. With experienced professionals like Joe Pezzano, Kirk Messett, Joe Szabo, and Karen Podralski, the institution offers valuable guidance and personalized investment advice to assist clients in achieving their financial objectives. The institution is a dually-registered broker-dealer and investment adviser, ensuring the highest level of service and expertise. Whether it's developing a financial plan, managing finances, or making sound investment decisions, the team at Benjamin F. Edwards is committed to putting clients first. With a focus on trust, integrity, and mutual respect, the institution offers services such as financial and retirement planning strategies, advisory services, and asset allocation guidance. Located at 2500 Highland Road in Hermitage, Pennsylvania, Benjamin F. Edwards is dedicated to helping clients succeed financially and achieve their goals.

Rassler Financial is a reputable finance institution located at 230 South Broad Street in Philadelphia, Pennsylvania, United States. With a strong focus on providing personalized financial solutions to its clients, Rassler Financial offers a wide range of services including investment management, retirement planning, wealth management, and financial consulting. The institution prides itself on its team of experienced financial experts 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 simply improve your financial well-being, Rassler Financial is committed to providing you with the guidance and support you need.

Ralph Freedman - Financial Advisor, Ameriprise Financial Services, LLC, located at 2607 Nicholson Road, Sewickley, Pennsylvania, United States, is a finance institution that offers personalized financial planning services. If you have questions or would like to schedule a complimentary initial consultation, get in touch with Ralph Freedman. Background and qualification information is available on FINRA's BrokerCheck website. Ralph Freedman can help you understand the current market trends and provide insights on whether the bull market rally will extend further into 2024. When it comes to investing, risk and reward are important factors to consider. Understanding your risk tolerance is crucial in determining an appropriate investment strategy for you.

Dr. Palmer is a renowned medical institution located at 35 Monument Road in York, Pennsylvania, United States. Specializing in providing top-notch healthcare services, Dr. Palmer is a trusted name in the medical field. With a team of highly skilled doctors and health professionals, the institution offers a wide range of medical services to cater to the needs of its patients. Whether you are in need of a routine check-up or a specialized treatment, Dr. Palmer is committed to providing exceptional care and ensuring the well-being of all its patients. Visit Dr. Palmer today for all your healthcare needs.

Located at 417 Thorn Street in Sewickley, Pennsylvania, Merrill Lynch Financial Advisor Toni Ann Sacco is a part of The Larsen Group, a goals-based wealth management team dedicated to serving high net worth individuals, families, businesses, and foundations. With a team of professionals with over 100 years of combined experience, they have served 200 households with over $987 million in assets. The team at The Larsen Group takes a comprehensive approach to planning and investment advice, customizing strategies to help clients achieve their financial goals. They believe in delivering superior investment performance and unsurpassed client service, aiming to have a meaningful and lasting impact on their clients' lives. The team is committed to staying up-to-date with advanced training and certifications to provide the best service possible. By starting every relationship with a conversation, they help clients identify and prioritize their goals, whether it's transferring wealth to the next generation, pursuing passions, or staying informed. Using the Merrill Investment Personality Assessment, they customize financial approaches to help clients pursue what matters most to them. The team believes in staying connected with clients to track changes in their lives and financial goals, ensuring they stay on track to achieve what's important to them. With a focus on personalized service and trust, Merrill Lynch Financial Advisor Toni Ann Sacco and The Larsen Group are dedicated to helping clients reach their financial goals.

Jackson Hewitt Tax Service is a finance institution located at 16086 Conneaut Lake Road in Meadville, Pennsylvania, United States. Our Tax Pros are dedicated to helping you get your biggest refund, even though our tax advance loans have ended this year. You can drop off your tax documents and our experts will take care of the rest, including a quick call to review your final return and convenient e-signing. Located inside Walmart, you can have your taxes done while you shop, with a guaranteed maximum refund. While Refund Advance loans are no longer available this year, we offer appointments for in-person tax preparation, drop-off services, and assistance with IRS letters. Book an appointment online or call (814) 855-3022 to reserve time with a Tax Pro. At this location, our Tax Pros speak English and are ready to help you maximize your refund. Trust Jackson Hewitt when every dollar matters, because it matters who does your taxes™.

Baird Private Wealth Management is a prestigious financial institution located at 51 Dutilh Road in Cranberry Township, Pennsylvania, United States. Known for its personalized approach to wealth management, Baird offers a wide range of services tailored to meet the unique needs of their clients. With a team of experienced financial advisors and a commitment to delivering exceptional results, Baird Private Wealth Management is a trusted partner for individuals looking to secure their financial future.

Wealth Advisor Training, located at 381 Mansfield Avenue, Pittsburgh, Pennsylvania, United States, is a revolutionary institution in the finance industry. It offers a unique approach to training financial advisors, combining the convenience of on-demand access with the comprehensive knowledge of a Netflix-style library. The goal of Wealth Advisor Training is to save time for advisors, allowing them to live a balanced life while doubling their business in record speed. Think of Wealth Advisor Training as a marriage between Netflix and Wikipedia, providing a wealth of information at your fingertips whenever you need it. The institution aims to empower financial advisors to excel in both planning for their clients and closing new business opportunities. By combining sales training with complex financial information, Wealth Advisor Training helps advisors achieve success in the industry.

Jackson Hewitt Tax Service, located at 125 West Beau Street in Washington, Pennsylvania, is a finance institution ready to help you with your tax needs. While their tax advance loans have ended this year, their Tax Pros are still available to assist you in getting your biggest refund. You can drop off your tax documents and a Tax Pro will handle the rest, including a quick call to review your final return and convenient e-signing. A Refund Advance loan is a loan that is repaid with your tax refund, giving you the opportunity to access money before your refund arrives. Although Refund Advance is no longer available this year, Early Refund Advance was offered at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance was available at most locations from January 2, 2024, until February 11, 2024.

Baird Private Wealth Management is a leading finance institution located at 44 Abele Road in Bridgeville, Pennsylvania, United States. With a focus on providing personalized financial solutions and expert wealth management services, Baird is dedicated to helping clients achieve their financial goals and secure their financial futures. The institution prides itself on its commitment to excellence, integrity, and client satisfaction, making it a trusted partner for individuals seeking professional financial guidance and support.

John Kiblin - Thrivent is a financial institution located at 119 Stonegate Drive in McMurray, Pennsylvania, United States. Licensing for the services provided by Thrivent can be obtained through your State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, which results in written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are able to provide investment advisory services. For more information about Thrivent's financial advisors and professional designations, visit Thrivent.com or FINRA's Broker Check.

Ardene S Effatt is a financial advisor at Ameriprise Financial Services, LLC located at 1603 Carmody Court, Sewickley, Pennsylvania, United States. Ardene takes the time to understand what is truly important to you, whether it's saving for college, planning for retirement, or making smart investments. By offering personalized financial advice, Ardene helps clients prepare for both expected and unexpected events in life, providing them with confidence, connection, and control over their financial future. If you have questions or would like to schedule a complimentary initial consultation, get in touch with Ardene today. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for more information on Ardene's qualifications and the states in which she is registered to conduct securities business. Let's meet to discuss what's most important to you and work towards your financial goals.

Merrill Lynch Financial Advisor Wade M Wilson is a finance institution located at 180 Fort Couch Road, Upper Saint Clair, Pennsylvania, United States. Supported by the global resources of Merrill, our team is dedicated to building strong client relationships based on trust and personalized service. We focus on your family, goals, and priorities, adapting to changes over time. Our approach begins with a conversation to identify your most important goals and priorities, whether it's planning for retirement, saving for a home, or funding education. Through the Investment Personality Assessment, we tailor a financial approach to help you pursue what matters most to you. Our mission is to understand you and your goals, providing personalized plans to help manage, grow, and preserve your wealth. With access to Merrill's investment insights and Bank of America's banking solutions, we develop strategies to address your financial needs. We review your goals regularly and make adjustments to keep you on track. Let's work together to help you achieve your financial goals.

Jackson Hewitt Tax Service is a finance institution located at 3189 East State Street in Hermitage, Pennsylvania, United States. Our Tax Pros are dedicated to helping you get your biggest refund, even though our tax advance loans have ended this year. Drop off your tax documents and let our experts take care of the rest, including a quick review of your final return and convenient e-signing. Although Refund Advance loans are no longer available this year, we offer in-person tax preparation appointments, drop-off services, and assistance with IRS letters. You can schedule an appointment online or by calling (724) 346-4116 to meet with a Tax Pro at our office on E State St. Walk-ins are also welcome.

Daniel Lavezoli is a reputable finance institution located at 1918 McCague Street in Pittsburgh, Pennsylvania. With a strong focus on providing top-notch financial services to its clients, Daniel Lavezoli prides itself on its expertise, professionalism, and commitment to customer satisfaction. Whether you are looking for assistance with investments, retirement planning, or wealth management, the experienced team at Daniel Lavezoli is dedicated to helping you achieve your financial goals. Visit us today and see how we can help you secure your financial future.

First Command Financial Advisor - Kristy McCormick is a finance institution located at 1370 Old Freeport Road in Pittsburgh, Pennsylvania, United States. Kristy McCormick offers personalized financial advice and services to help clients achieve their financial goals. This institution is a part of First Command Financial Services, Inc. and its affiliated entities, providing trustworthy and reliable financial guidance. The institution values client testimonials and ensures transparency by not providing compensation for testimonials. While individual experiences may vary, First Command Financial Advisor - Kristy McCormick is dedicated to helping clients plan for a successful financial future.

Bill Hecklick - Financial Advisor at Ameriprise Financial Services, LLC, located at 4251 Old William Penn Highway in Murrysville, Pennsylvania, offers personalized financial services to help clients reach their goals, whether it's planning for retirement, education, or a major purchase. With a focus on individual goals and risk tolerance, Bill provides investment recommendations and portfolio analysis to track progress and make adjustments as life changes. Clients have secure access to their accounts and investments from any device, allowing for easy monitoring and communication with Bill. Schedule a complimentary initial consultation to learn more about how Bill can help you achieve financial confidence. Ameriprise Financial Services, LLC is a registered investment adviser, offering investment products and services through FINRA and SIPC. Bill Hecklick is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. The Confident Retirement® approach offered by Ameriprise Financial is not a guarantee of future financial results. Refer friends and family to Bill for assistance in reaching their financial goals, and they will receive prompt communication. Privacy and security are a top priority at Ameriprise Financial, ensuring clients' information is protected. Contact Bill Hecklick today to start planning for a more confident financial future.

Thomas L Bills - Financial Advisor at Ameriprise Financial Services, LLC is located at 3824 Northern Pike in Monroeville, Pennsylvania, United States. As one of Investor’s Business Daily’s 2022 Most Trusted Wealth Managers, Thomas L Bills offers personalized financial advice to help clients prepare for their future goals. By understanding what is truly important to each individual, whether it be saving for college, planning for retirement, or making smart investments, Thomas L Bills helps clients feel more confident and in control of their financial life. With a focus on both the expected and unexpected aspects of life, Thomas L Bills provides guidance to help clients navigate their financial journey. By staying informed on market trends and economic indicators, Thomas L Bills can help clients make informed decisions about their investments. Residents of states where Thomas L Bills is properly registered can benefit from his expertise. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing clients with peace of mind and security. Contact Thomas L Bills today to discuss your financial goals and start planning for a brighter tomorrow.

WayPoints Financial Services, LLC is a finance institution located at 301 Jacks Run Road in Pittsburgh, Pennsylvania, United States. Our mission is to help our clients achieve financial freedom and live a more fulfilled and meaningful life. We provide detailed and simple financial plans, along with accountability and support, to help you reach your goals. Our clients have praised our services, with one individual mentioning the valuable experience provided by John, our Master Financial Coach. We prioritize including spouses in the financial planning process and are dedicated to helping our clients become debt-free.

Todd Financial Associates is a finance institution located at 1736 Ferguson Road in McCandless, Pennsylvania, United States. With a focus on providing smart solutions and precise advice, our team of experts works diligently to understand the unique needs of each client. Whether you are a seasoned investor, a family, a small business, a retiree, or someone planning for the future, we are here to help. Our Director of Dedicated Planning and Investment Operations can assist you in aligning your financial plan with your goals. From retirement planning to life insurance and disability income insurance, we offer a range of services tailored to your individual needs. As part of the Thrivent network, we believe in using money as a tool to help you achieve your financial goals and live a more meaningful life.

Merrill Lynch Financial Advisor Amanda Battaglia is a finance institution located at 180 Fort Couch Road, Upper Saint Clair, Pennsylvania, United States. The team of talented and experienced individuals at Merrill is committed to building strong client relationships based on trust and personalized service. As a Senior Resident Director - Wealth Management Advisor, Amanda Battaglia focuses on the things that matter most to you - family, goals, and priorities, even as they change over time. The institution offers a personalized approach to help you pursue your financial goals, whether it's planning for retirement, saving for a home, or funding a child's education. With access to the global resources of Merrill and banking solutions from Bank of America, the team will work with you to develop a financial plan tailored to your needs. The institution offers the Merrill Personal Wealth Analysis™ to build and document a personalized plan centered on your goals. By regularly reviewing your goals and financial approach, the team aims to help you stay on track to achieve what's most important to you. Let Merrill Lynch Financial Advisor Amanda Battaglia help you reach your financial goals and create a plan that reflects your unique needs and priorities.