TOP 10 It strategy and planning in York, Pennsylvania
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Hello Insurance and Financial Services
● ClosedHello Insurance and Financial Services is a trusted insurance agency located at 9101 West Chester Pike in Pennsylvania, United States. Our dedicated team offers a full range of insurance products to suit your needs at every stage of life. With a mission to protect what matters most to you, we provide personalized insurance solutions that give you the peace of mind you deserve. With years of experience in the insurance industry, we are experts in helping clients prepare for the unexpected. Our streamlined approach makes it easy for you to find the right coverage from our network of insurance carriers. We proudly serve clients in Pennsylvania, New Jersey, New York, Delaware, and Maryland.
9101 West Chester Pike, Upper Darby, PA 19082, United States -
Easter Seals Western and Central Pennsylvania
● ClosedEaster 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 -
Harmeet Sawhney, Financial Professional - New York Life
● OpenAt 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:
225 W Station Square Dr Suite 300, Pittsburgh, PA 15219, United States -
McAdam Financial
● ClosedMcAdam Financial is a finance institution located at 1880 John F Kennedy Boulevard in Philadelphia, Pennsylvania, United States. Specializing in retirement planning, McAdam offers a simple three-step process to help clients achieve an Advanced Retirement. By scheduling a call with one of their experienced financial advisors, clients can receive a custom strategy designed to advance their retirement goals with clarity and confidence. In addition to personalized consultations, McAdam also hosts informational seminars at various locations across the United States, such as Ruth’s Chris Steak House in Worcester, South Barrington, Carlucci’s Waterfront in Mount Laurel, and Tuscarora Mill in Leesburg. These seminars cover topics such as retirement income strategies and Proven Asset Management.
1880 John F Kennedy Blvd #1600, Philadelphia, PA 19103, United States -
TruAdvantage Team
● OpenTruAdvantage Team is a leading finance and real estate agency located at 2056 Springwood Road in York, Pennsylvania, United States. With a team of experienced professionals, they provide expert guidance and personalized solutions for all your financial and real estate needs. Whether you are looking to buy or sell a property, invest in real estate, or secure financing, TruAdvantage Team is dedicated to helping you achieve your goals and maximize your success. Trust in their expertise and commitment to excellence for all your financial and real estate endeavors.
2056 Springwood Rd Suite. 1, York, PA 17403, United States -
Docutrend - Pennsylvania
● ClosedDocutrend in Pennsylvania is a strategic business technology partner located at 575 Virginia Drive, Fort Washington, Pennsylvania. We specialize in consolidating IT, office printers & copiers, voice, document management, and workflow solutions into unique, flexible, and scalable solutions customized to meet your organization's specific needs. Our experts provide constant print device monitoring with instant notifications to minimize security breaches and offer FREE technology consultations to identify risks within your organization. As a trusted partner, we help develop your business technology strategy by assessing individual workflows and ensuring that your critical technologies are functioning reliably. Our goal is to fuel growth by allowing you to focus on your core business while we handle the complex platforms and solutions. We work with top partners like Canon, Kyocera, Elevate VoIP phone systems, and signNow digital signatures solutions to provide you with the best technology options.
575 Virginia Dr E, Fort Washington, PA 19034, United States -
Merrill Lynch Financial Advisor Matthew Kale
● ClosedMerrill Lynch Financial Advisor Matthew Kale, located at 96 South George Street in York, Pennsylvania, United States, offers personalized wealth management strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Matthew Kale focuses on understanding your priorities and helping you achieve your aspirations. Through the Merrill Personal Wealth Analysis™, he can create a customized plan centered around your goals, whether it's planning for retirement, saving for a home, or funding a child's education. By getting to know you personally and using research in behavioral finance, Matthew Kale aims to develop a financial approach that aligns with your preferences and helps you pursue what matters most to you. As your life and goals evolve, he will work with you to update your financial approach to reflect these changes. With a commitment to putting you first, Matthew Kale is dedicated to helping you navigate the complexities of your financial life and reach your goals. Contact Merrill Lynch Financial Advisor Matthew Kale to start designing a personalized plan that can help you achieve financial success.
96 S George St, York, PA 17401, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 96 South George Street in York, Pennsylvania, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch can provide personalized financial strategies tailored to your specific needs, whether you are navigating a rising or turbulent market. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping you identify your goals and create financial strategies designed to meet your long-term objectives.
96 S George St, York, PA 17401, United States -
Thomas A Stickney - Financial Advisor, Ameriprise Financial Services, LLC
● OpenThomas A Stickney - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3995 East Market Street, York, Pennsylvania, United States. The institution offers a range of certifications and designations to its advisors, 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®, CERTIFIED FINANCIAL PLANNER™, 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 variety of financial planning areas, from asset management to retirement planning, estate planning, and investment strategies. The institution is dedicated to providing comprehensive and specialized financial advice to individuals, retirees, small business owners, and high net worth clients.
3995 E Market St, York, PA 17402, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 1241 North George Street in York, Pennsylvania, United States. While our tax advance loans have ended for this year, our Tax Pros are still available to help you maximize your refund. Our convenient drop-off service allows you to leave your tax documents with us, and we will take care of the rest, including a final review and e-signing process. A Refund Advance loan is a great option if you need access to money before your tax refund arrives, as it is repaid once you receive your refund. Although Refund Advance is no longer available this year, we did offer Early Refund Advance at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance from January 2, 2024, until February 11, 2024.
1241 N George St, York, PA 17404, United States -
White Oak Wealth Partners
● ClosedWhite Oak Wealth Partners, located at 100 State Street in Erie, Pennsylvania, specializes in creating financial plans and sophisticated tax strategies for business owners, executives, and affluent families. If you're unsure about when you can retire and what lifestyle you'll be able to support, their team of independent advisors can help. They will assess your resources for retirement, determine how much you'll need, when you can retire, and what rate of return you should aim for on your investable assets. Their tax-focused approach aims to minimize asset erosion due to taxation. Please note that specific individualized tax advice is not provided, and it is recommended to discuss your specific tax issues with a qualified tax advisor. White Oak Wealth Partners' transparent fee structure aligns their compensation with your long-term goals, allowing them to create highly sophisticated strategies while delivering exceptional service.
100 State St Suite 503, Erie, PA 16507, United States -
Merrill Lynch Financial Advisor Christian A Aguirre
● ClosedMerrill Lynch Financial Advisor Christian A Aguirre is a finance institution located at 600 Hyde Park, Doylestown, Pennsylvania, United States. Specializing in wealth management, the institution compares financial planning to flying a plane from New York to Los Angeles - it's crucial to make small course corrections along the way to ensure you reach your destination. The team at Aguirre-Jankowski Group is dedicated to keeping clients on track with their financial strategies, tailored to each individual's needs and constantly evolving to account for life's major events. With access to investment insights from Merrill and banking solutions from Bank of America, the Aguirre-Jankowski Group offers personalized financial approaches to help clients manage, grow, and preserve their wealth over time. The team begins every relationship with a conversation to identify and prioritize each client's financial goals, providing insights and resources to help them achieve their aspirations.
600 Hyde Park, Doylestown, PA 18902, United States -
Kimberly Fuld
● OpenKimberly Fuld is a trusted health institution located at 1200 Old York Road in Abington, Pennsylvania, United States. Specializing in providing top-quality medical care, Kimberly Fuld is a reputable doctor's office dedicated to promoting the well-being of its patients. With a team of experienced healthcare professionals, Kimberly Fuld offers a wide range of medical services to address various health concerns. Patients can expect personalized care and attention to help them achieve optimal health and wellness. Whether you need a routine check-up or have a specific medical issue, Kimberly Fuld is committed to providing compassionate and comprehensive healthcare services.
1200 Old York Rd, Abington, PA 19001, United States -
J T Sauer Associates
● OpenJ T Sauer Associates, a proud partner of McKinley Architecture and Engineering, brings unparalleled expertise and dedication to the Burgettstown community and beyond. As part of the esteemed McKinley family, we uphold the highest standards in architectural and engineering services, ensuring that every project is completed with exceptional quality, within budget, and on schedule.
264 Smith Township State Rd, Burgettstown, PA 15021, United States -
Dr. Paul's Holistic Health Network
● ClosedWelcome to Dr. Paul's Holistic Health Network, where we believe in achieving optimal health through a holistic approach that encompasses physical, mental, and emotional well-being. Located in the heart of Jenkintown, PA, our mission is to empower individuals to take control of their health through natural and effective methods.Meet Dr. Paul Hopkins N.D.:Dr. Paul Hopkins, a renowned Naturopathic Doctor, combines his extensive expertise in Naturopathic Medicine with practical advice and evidence-based strategies to guide you on your journey to wellness. He is also the author of "The Insider’s Quick Guide to Optimal Health," a comprehensive resource that outlines the importance of balanced nutrition, regular exercise, stress management, quality sleep, and positive relationships.Tune In to Our Radio Shows:- "Dr. Paul’s Holistic Health Show" on WURD Radio 900am/96.1 FM Philadelphia, PA - When: Saturday mornings from 9-10am - "The Green Hour" on WURD Radio - When: Sunday afternoons from 3-4pm
101 Old York Rd, Jenkintown, PA 19046, United States -
BNY Wealth Pittsburgh PA
● ClosedWelcome to BNY Wealth Pittsburgh PA, your trusted partner in wealth management and financial services. Located in the iconic BNY Mellon Center in the heart of Pittsburgh, our office stands as a testament to our deep-rooted commitment to the community and our clients. With a heritage tracing back to the founding of Mellon Bank in 1869, our Pittsburgh office combines historical legacy with modern financial acumen.Our Expertise:For over 240 years, BNY Wealth has been dedicated to helping successful individuals and families build, manage, and sustain their wealth through various market cycles. Our seasoned professionals, with more than 200 years of combined industry experience, offer a comprehensive range of services tailored to meet the unique needs of each client. These services include:- Investing: Crafting personalized investment strategies to grow and preserve wealth. - Borrowing: Providing tailored lending solutions to support your financial goals. - Spending: Advising on effective spending strategies to maintain financial health.
BNY Mellon Center, 500 Grant St Suite 3700, Pittsburgh, PA 15219, United States -
Poconos Vacation Rental Management by Hyatus Stays
● OpenPoconos Vacation Rental Management by Hyatus Stays Located at 3169 Spruce Cabin Rd, Mountainhome, Cresco, PA 18326, United States, Poconos Vacation Rental Management by Hyatus Stays specializes in transforming your Pocono property into a premier vacation destination. Our business encompasses finance, real estate agency, and travel agency services, offering comprehensive management solutions for short-term rental properties in the picturesque Pocono Mountains.
3169 Spruce Cabin Rd Mountainhome, Cresco, PA 18326, United States -
Yuriy Zamota, DO
● ClosedBusiness Description for Yuriy Zamota, DO Located at 1 Memorial Dr, Oil City, PA 16301, United States, Yuriy Zamota, DO is a distinguished medical practitioner specializing in sports medicine and family medicine. Certified by the American Osteopathic Board of Family Physicians in both family medicine/OMT and sports medicine, Dr. Zamota brings a wealth of expertise and compassionate care to his patients.
1 Memorial Dr, Oil City, PA 16301, United States -
BNY Mellon Wealth Management Erie
● ClosedBNY Mellon Wealth Management Erie, located at 100 State Street in Erie, Pennsylvania, is a premier financial services firm dedicated to helping clients grow and protect their wealth. As part of America's first bank, with a legacy spanning over 240 years, BNY Mellon brings unparalleled expertise and a deep understanding of the financial landscape to its clients. Under the insightful leadership of Sinead Colton Grant, the Chief Investment Officer, BNY Mellon Wealth Management provides a forward-thinking perspective on the market, as evidenced by our comprehensive mid-year 2024 outlook. We believe that in the realm of investing, the focus should not only be on what you earn but also on what you can preserve and grow over time.
100 State Street, Erie, Pennsylvania 16507, United States -
Harold Shepley & Associates LLC
● OpenHarold Shepley & Associates LLC: Your Trusted Bankruptcy Lawyers and Debt Relief Experts in Pennsylvania Located in Aliquippa, PA 15001, Harold Shepley & Associates LLC is a full-service debt relief law firm dedicated to helping you manage and eliminate your debt. We understand the overwhelming stress that comes with financial burdens, and our experienced team is here to provide the support and expertise you need to achieve a brighter financial future.
Aliquippa, PA 15001, United States -
Yuriy Zamota, DO
● ClosedDoctor, Health Specializations:
516 Main St, Emlenton, PA 16373, United States -
Brendan Lupetin, Esq.
● OpenBrendan Lupetin, Esq., is a dedicated and highly skilled attorney based in Pittsburgh, PA. As a proud partner at Lupetin & Unatin, Brendan specializes in personal injury law and is committed to securing justice for those who have been wronged. Our firm welcomes and appreciates case referrals from other attorneys and is currently accepting new cases. We are honored to review any case referred to us.Our Philosophy: While many attorneys may fear the unpredictability of jury trials, Brendan has unwavering faith in the jury system. He believes that the collective conscience of our community will uphold essential safety rules and ensure that justice prevails.Free Case Evaluation: We offer a no-obligation, free case evaluation to discuss your legal concerns. Fill out the form on our website to schedule your consultation.Our Commitment:
707 Grant St, Pittsburgh, PA 15219, United States -
The Law Offices of Ashley N. Gottron
● OpenThe Law Offices of Ashley N. Gottron is a distinguished legal practice located in the heart of Pittsburgh, PA. With a prime location at 429 Forbes Avenue, our firm is dedicated to providing exceptional legal services to individuals and businesses in the Pittsburgh area and beyond. Ashley N. Gottron, the principal attorney, brings a wealth of knowledge and experience to the firm, ensuring that each client receives personalized and effective legal representation. Our practice areas include but are not limited to family law, estate planning, criminal defense, and civil litigation. We understand that legal issues can be complex and emotionally charged, which is why we strive to offer compassionate counsel and tenacious advocacy.
429 Forbes Ave, Pittsburgh, PA 15219, United States -
Merrill Lynch Financial Advisor Andrew "Drew" Morrison
● ClosedAt 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.
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Merrill Lynch Private Wealth Advisor Derek S Jancisin
● ClosedMerrill Lynch Private Wealth Advisor Derek S. Jancisin, located at 600 Grant St, 49th Floor, Pittsburgh, PA, is dedicated to empowering prosperity and simplifying wealth management for a select clientele. Our mission is to transform complex financial landscapes into seamless, straightforward pathways, ensuring a legacy of stability and growth. We work closely with individuals, families spanning multiple generations, business owners, and executives, using a goals-based wealth management approach to put our clients at the center of every personalized strategy.
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Merrill Lynch Financial Advisor Michelle Kish
● ClosedAt 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:
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Merrill Lynch Private Wealth Advisor Gennaro R DiSilvio
● ClosedMerrill Lynch Private Wealth Advisor Gennaro R DiSilvio is dedicated to empowering prosperity and simplifying wealth for a select clientele. Located in the heart of Pittsburgh, PA, our office on the 49th floor of 600 Grant St is a beacon of financial expertise and personalized service. We specialize in transforming complex financial landscapes into seamless, straightforward pathways, ensuring a legacy of stability and growth for individuals, families, business owners, and executives.
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Harold Shepley & Associates, LLC
● ClosedHarold Shepley & Associates, LLC: Your Trusted Debt Relief and Bankruptcy Lawyers in Pennsylvania Located at One Gateway Center, 420 Fort Duquesne Blvd., Suite 1850, Pittsburgh, PA 15222, Harold Shepley & Associates, LLC is a full-service debt relief law firm dedicated to helping individuals and families throughout Pennsylvania manage and eliminate their debt. Our team of experienced bankruptcy lawyers understands the stress and anxiety that overwhelming debt can cause, and we are committed to providing personalized solutions to meet your unique financial needs.
One Gateway Center, 420 Fort Duquesne Blvd # 1850, Pittsburgh, PA 15222, United States -
The RiP Group
● OpenThe RiP Group is a distinguished International Security, Safety, and Risk Mitigation Firm headquartered in Pittsburgh, Pennsylvania. As a veteran-owned business, we are deeply committed to community involvement and support, aiming to help people enjoy safer, more protected, and productive lives through our comprehensive services.
101 Kennedy Rd, Charleroi, PA 15022, United States -
College Grad Career Coaching, LLC
● OpenAt College Grad Career Coaching, LLC, we are dedicated to guiding recent graduates toward fulfilling and successful careers through our unique, proprietary 3-step process. With decades of experience, our team has a proven track record of helping individuals identify their ideal career paths, optimize their job search strategies, and secure positions that align with their skills and aspirations. Our Services:
Foster Plaza Building, 5 Foster Square #300, Pittsburgh, PA 15212, United States
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