TOP 10 It strategy and planning in Yardley, Pennsylvania
11 results found
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Fredric J. Weiner, EDD
● OpenFredric J. Weiner, EDD is a reputable health institution located in Morrisville, Pennsylvania, United States. Led by Dr. Fredric J. Weiner, the institution specializes in providing expert care and services in the field of health and wellness. With a focus on education and research, the institution is committed to improving the overall health and well-being of its patients. Whether you are seeking treatment for a specific health concern or simply looking to maintain a healthy lifestyle, Fredric J. Weiner, EDD is dedicated to providing top-quality care and support.
301 Oxford Valley Road Suite 603 A, Yardley, PA 19067, Morrisville, PA 19067, United States -
Merrill Lynch Financial Advisor Stephen A Pollard
● ClosedMerrill Lynch Financial Advisor Stephen A Pollard is a finance institution located at 1040 Stony Hill Road, Yardley, Pennsylvania, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill is dedicated to providing exemplary client service and building strong client relationships based on trust and personalized service. The team is comprised of talented and experienced individuals who have access to the global resources of Merrill and are committed to helping clients pursue their financial goals through personalized wealth management strategies. The institution offers a broad array of strategies designed for sophisticated financial needs, including investment services, banking services, and personal service. The team can provide access to a customized suite of high-level financial services, individual client approaches to asset allocation, wealth management strategies, estate planning services, retirement planning services, insurance, and risk management strategies. Clients also have access to Merrill's open investment platform, which offers a range of investment options. Additionally, clients can enjoy convenient, secure account access with MyMerrill®. The team at Merrill Lynch Wealth Management Advisors is dedicated to helping clients achieve their financial goals by building a customized investment approach tailored to their needs and priorities. By getting to know clients personally and understanding what matters most to them, the team can create a financial approach that reflects their personality and helps them address fluctuations in the market and changes in their life. Clients can expect a dedicated one-on-one relationship with the team at Merrill Lynch Financial Advisor Stephen A Pollard.
1040 Stony Hill Rd 2nd Floor, Yardley, PA 19067, United States -
EmPartners Corporation
● ClosedEmPartners Corporation is a leading finance institution located in Newtown, Pennsylvania. With a focus on providing top-notch financial services to its clients, EmPartners Corporation offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, financial planning, or assistance with managing your assets, the experienced team at EmPartners Corporation is here to help. Visit us at 760 Newtown Yardley Road to learn more about how we can assist you with your financial needs.
760 Newtown Yardley Rd STE 112, Newtown, PA 18940, United States -
Merrill Lynch Financial Advisor Neil R McKeon
● ClosedMerrill Lynch Financial Advisor Neil R McKeon is located at 1040 Stony Hill Road in Yardley, Pennsylvania, United States. As a finance institution, they specialize in managing wealth by creating personalized strategies based on individual financial goals and market conditions. They offer access to investment insights from Merrill Lynch and banking solutions from Bank of America. Neil McKeon is dedicated to helping clients pursue their goals through personalized wealth management strategies. He believes in building strong relationships with clients through conversation and understanding their aspirations. By using the Merrill Personal Wealth Analysis™, they can create a customized plan centered around the client's goals and priorities. With a focus on understanding clients' investment preferences and goals, Neil McKeon aims to help them achieve financial success. Through ongoing communication and adjustments to the financial approach, they strive to help clients stay on track towards their objectives. The institution also offers investment insights, tips, and strategies to help clients live their best financial life. Neil McKeon is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. (CFP Board). It's important to note that investing involves risk, and clients should consult with legal and tax advisors before making financial decisions. Merrill Lynch does not provide legal, tax, or accounting advice, but offers a range of services including brokerage, investment advisory, and financial planning. With a focus on personalized strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Neil R McKeon is committed to helping clients achieve their financial goals.
1040 Stony Hill Rd 2nd Floor, Yardley, PA 19067, United States -
Merrill Lynch Financial Advisor Thomas O. Maher Jr.
● ClosedMerrill Lynch Financial Advisor Thomas O. Maher Jr. is a finance institution located at 1040 Stony Hill Road, Yardley, Pennsylvania, United States. Managing your wealth begins with a deep understanding of your full financial picture. Thomas Maher can help create a flexible strategy tailored to your needs, with access to the investment insights of Merrill and the banking convenience of Bank of America. Personalized wealth management strategies are designed to help you pursue your goals. Thomas Maher is dedicated to participating in the community, volunteering with local organizations. The Merrill Personal Wealth Analysis™ can help build a personalized plan centered on your goals. By getting to know you and your family, Thomas Maher can help you make investment decisions that align with your values. The Investment Personality Assessment helps customize your financial approach based on your preferences. Regular check-ins ensure that your financial approach reflects any changes in your life or goals. Thomas Maher's mission is to understand you and help you pursue your financial goals. With a personalized approach, he focuses on turning your aspirations into reality. Together, you can work towards achieving your goals and staying on track in changing market conditions. Thomas Maher is registered to do business in multiple states and holds certifications in retirement planning and sports & entertainment wealth management. Remember that investing involves risk, and it's important to consult with legal and tax advisors before making financial decisions. Let's work together to help you live your best financial life.
1040 Stony Hill Rd 2nd Floor, Yardley, PA 19067, United States -
Stephan Giffin - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenStephan Giffin is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 668 Stony Hill Road, Yardley, Pennsylvania, United States. Stephan specializes in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. He works closely with clients to document their goals, regularly review progress, and adjust strategies as life changes. Clients can easily access their investments and accounts from any device and track progress towards their goals securely. Stephan Giffin offers complimentary initial consultations to discuss financial planning concepts and help clients understand how he can assist them in achieving their goals. He is registered to conduct securities business in specific states and adheres to FINRA's BrokerCheck guidelines.
668 Stony Hill Rd, Yardley, PA 19067, United States -
Merrill Lynch Financial Advisor Nick A Maciolek
● ClosedMerrill Lynch Financial Advisor Nick A Maciolek is a finance institution located at 1040 Stony Hill Road, Yardley, Pennsylvania, United States. As part of the SM Group, they offer a goals-based wealth management approach that prioritizes the client's personal goals. With access to global investing resources from Merrill and banking services from Bank of America, they assist clients in planning for education, retirement, healthcare costs, and wealth preservation. The institution believes in developing a financial strategy aligned with the client's goals, focusing on managing, growing, and preserving wealth for the long term. The team at Merrill Lynch Financial Advisor Nick A Maciolek is dedicated to building strong client relationships based on trust and personalized service. Recognized by Forbes for their exemplary client service, they offer the Merrill Personal Wealth Analysis™ to help clients create a personalized plan centered on their goals. By staying informed about changes in the client's life and financial markets, they aim to help clients achieve what's most important to them. With a focus on understanding the client's priorities and personality, they offer a customized investment approach to address their needs and pursue their goals. Whether it's planning for retirement, education, or passing wealth to future generations, Merrill Lynch Financial Advisor Nick A Maciolek is committed to helping clients achieve their financial aspirations.
1040 Stony Hill Rd #200, Yardley, PA 19067, United States -
Merrill Lynch Financial Advisor Mark A Mucciacciaro
● ClosedMerrill Lynch Financial Advisor Mark A Mucciacciaro is a finance institution located at 1040 Stony Hill Road, Yardley, Pennsylvania, United States. The SM Group, of which Mark A Mucciacciaro is a part, offers a goals-based wealth management approach that focuses on putting clients at the center of the wealth management process. By providing access to global investing resources from Merrill Lynch and banking solutions from Bank of America, the institution assists clients in identifying and prioritizing personal financial goals. The team at Merrill Lynch works with clients to develop a financial strategy aligned with their aspirations, whether it's planning for education, retirement, healthcare costs, wealth preservation, or other financial objectives. Through conversations and assessments, the institution aims to understand clients' investing preferences and tailor financial approaches to help them pursue their goals effectively. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service, leveraging the global resources of the institution to provide comprehensive financial solutions. With a focus on understanding clients' unique needs and priorities, Merrill Lynch Financial Advisor Mark A Mucciacciaro aims to help clients stay on track to achieve their financial goals, regardless of market fluctuations or changes in their lives. The institution offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives.
1040 Stony Hill Rd #200, Yardley, PA 19067, United States -
Merrill Lynch Financial Advisor Patrick T Sweet
● ClosedMerrill Lynch Financial Advisor Patrick T Sweet is a finance institution located at 1040 Stony Hill Road in Yardley, Pennsylvania, United States. The institution takes pride in its advisors who have been recognized by financial industry publications and Bank of America Corporation for their exemplary client service. Their team is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Their advisors have been ranked in publications such as Barron's "Top 1,200 Financial Advisors: State-by-State" and Forbes "Best-in-State Wealth Advisors". They offer a wide array of strategies designed for sophisticated financial needs, including investment services, banking services, and personal service. The team at Pollard, DiMedio & Associates believes in managing wealth as a process involving personal decisions, working closely with clients at every stage of their financial life.
1040 Stony Hill Rd 2nd Floor, Yardley, PA 19067, United States -
WeCare Bh
● ClosedWelcome to WeCare Behavioral Health, located at 301 Oxford Valley Road, Yardley, Pennsylvania. Our mission is to provide exceptional care and transformative support for individuals seeking recovery from mental health challenges and substance use disorders. Our comprehensive range of services is tailored to meet your unique needs, ensuring you have access to the tools and resources necessary for a brighter, healthier future. Our compassionate team of professionals is committed to walking with you every step of the way, fostering an environment of hope and healing. We strive to make quality care accessible, empowering you to reclaim your life, thrive, and overcome.
301 Oxford Valley Road, Yardley, Pennsylvania 19067, United States -
Genesis Personal Fitness
● OpenWelcome to Genesis Personal Fitness, your ultimate destination for effective and efficient personal training in Newtown, Pennsylvania, and surrounding areas including Levittown and Richboro. Located at 28 North State Street, Genesis Personal Fitness is more than just a gym; it's a community dedicated to helping you achieve your health and fitness goals through personalized training programs. Whether you're looking to lose weight, build strength, or enhance your overall wellness, our experienced team is here to guide you every step of the way. We pride ourselves on our evidence-based approach to exercise and nutrition, ensuring that each plan is tailored specifically to your individual needs and lifestyle. Our programs are designed to not only transform your body but also to improve your quality of life, enabling you to gain the strength, energy, and stamina to enjoy the activities you love.
28 North State Street, Newtown, Pennsylvania 18940, United States
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