TOP 30 Knowledgeable legal advisor in Pennsylvania

142 results found

Knox Legal Advisors, LLC is a full-service law firm located at 2930 West 22nd Street, Erie, Pennsylvania, United States. Led by W. John Knox, Esq., the firm specializes in corporate transactions, employment law, and civil litigation. Attorney Knox also serves as Vice-President and General Counsel for the Passport Companies, a leading commercial real estate brokerage in Northwest Pennsylvania. With a strong background in creative writing and extensive experience in both litigation and transactional law, Attorney Knox is dedicated to representing clients in a wide range of legal matters. Certified Paralegal Heidi A. Smith also plays a key role at Knox Legal Advisors, LLC, assisting with commercial real estate transactions and providing valuable support to clients. With a Bachelor's degree in English Literature and a Legal Studies Certification, Ms. Smith brings a wealth of knowledge and experience to the firm.

Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC Located at 3438 Pennsylvania 208, New Wilmington, Pennsylvania 16142, United States, Victoria Whelan operates as an Associate Financial Advisor under the umbrella of Ameriprise Financial Services, LLC. Specializing in a broad spectrum of financial advisory services, Victoria Whelan is committed to providing personalized financial solutions tailored to meet the diverse needs of her clients.

At Ronald Esposito - Associate Financial Advisor, Ameriprise Financial Services, LLC, we are dedicated to providing personalized financial guidance to help you achieve your financial goals. Located conveniently in New Castle, Pennsylvania, our office is committed to delivering expert advice tailored to your unique financial situation.

Derek Thomas is an Associate Financial Advisor with Ameriprise Financial Services, LLC, located at 1150 Washington Road in Washington, Pennsylvania. Derek brings a wealth of knowledge and expertise to his clients, backed by an impressive array of certifications and designations in the financial planning industry. His credentials reflect a commitment to ethics, comprehensive financial planning, and a deep understanding of the financial needs of diverse clients, including individuals, retirees, small business owners, and domestic partners.

Sherald Hill is a distinguished financial advisor affiliated with Ameriprise Financial Services, LLC, located at 1570 Omega Drive in Pittsburgh, Pennsylvania. With a robust portfolio of certifications and designations, Sherald is equipped to provide comprehensive financial planning and advisory services tailored to meet the unique needs of individuals, retirees, small business owners, and domestic partners.

Steven Sabol is a distinguished financial advisor located in Mount Lebanon, Pennsylvania, offering comprehensive financial services through Ameriprise Financial Services, LLC. With a dedication to ethical standards and a wealth of certifications, Steven provides expert guidance in various financial planning areas tailored to meet the unique needs of his clients.

Jonathan Sweet is a seasoned financial advisor operating under Ameriprise Financial Services, LLC, located conveniently in Sewickley, PA. With a commitment to providing personalized financial guidance, Jonathan offers a comprehensive suite of services designed to meet the diverse financial needs of individuals, retirees, small business owners, and families, including those with special circumstances such as domestic partnerships and special needs planning.

Lisa Brooks, a dedicated financial advisor at Ameriprise Financial Services, LLC, is committed to providing personalized financial guidance to help individuals and families achieve their financial goals. Located in Sewickley, PA, Lisa leverages a wealth of knowledge and a broad array of industry certifications to deliver comprehensive financial planning and asset management services.

Michael Bruno - Financial Advisor, Ameriprise Financial Services, LLC Location: 2021 E State St, Hermitage, PA 16148, United States

Walter Sell - Associate Financial Advisor, Ameriprise Financial Services, LLC Located at 1195 Washington Pike #330, Bridgeville, PA 15017, Walter Sell is an Associate Financial Advisor with Ameriprise Financial Services, LLC. Specializing in personalized financial planning and advisory services, Walter is dedicated to helping clients achieve their financial goals through a comprehensive, client-focused approach.

At Greg Keil - Financial Advisor, Ameriprise Financial Services, LLC, we are dedicated to helping you achieve your financial goals with a tailored approach that aligns with your unique needs. Located conveniently in Edinboro, PA, our office is your local gateway to a comprehensive range of financial planning and advisory services.

At Merrill Lynch Financial Advisor Ryan M Haffey, we provide a comprehensive suite of investment solutions from Merrill and banking products from Bank of America. Our mission is to offer timely insights on market trends and the global economy, helping you stay on track with your financial goals. About Ryan M Haffey:

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Michael Krisuk is a highly accomplished financial advisor affiliated with Ameriprise Financial Services, LLC, located in Hermitage, Pennsylvania. As an Ameriprise Platinum Financial Services® Advisor, Michael offers a wealth of knowledge and expertise to help clients navigate their financial journeys. He holds several prestigious certifications that reflect his dedication to providing comprehensive and ethical financial advice.

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Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC Located at 313 N Market St, New Wilmington, PA 16142, Victoria Whelan serves as an Associate Financial Advisor at Ameriprise Financial Services, LLC. Specializing in a wide range of financial services, Victoria is dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies.

Victoria Whelan is an esteemed Associate Financial Advisor affiliated with Ameriprise Financial Services, LLC. Located in the heart of New Wilmington, PA, Victoria offers a comprehensive suite of financial advisory services designed to address the unique needs of individuals and small business owners. Her expertise spans a wide range of financial planning and investment strategies, backed by several prestigious certifications and designations.Certifications and Expertise:1. Accredited Asset Management Specialist℠ (AAMS™): - Victoria adheres to a strict code of ethics and has successfully completed coursework focused on applying investment concepts to real-world scenarios, including asset allocation, estate planning, and insurance products.2. Accredited Domestic Partnership Advisor™ (ADPA™): - Specializes in wealth transfers, federal taxation, retirement planning, and end-of-life financial needs for domestic partners. Victoria has passed a rigorous examination that evaluates her ability to synthesize complex financial concepts.3. Accredited Estate Planner® (AEP®):

Beth Foyle - Financial Advisor, Ameriprise Financial Services, LLC, is a distinguished financial advisory business located at 1704 W 26th St, Erie, PA 16508, United States. This business specializes in providing expert financial guidance and services tailored to meet the diverse needs of individuals, retirees, and small business owners. Beth Foyle is renowned for holding multiple prestigious certifications, each reflecting a deep commitment to ethical standards and excellence in financial advisory services. Beth Foyle is not only an expert in asset management and estate planning but also possesses specialized knowledge in investment strategies, retirement planning, and wealth transfer. With certifications such as the AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠, Beth demonstrates a comprehensive understanding of asset allocation, investment opportunities, and fiduciary practices. These credentials ensure that clients receive guidance that is both informed and forward-thinking.

Frank Mindicino - Financial Advisor, Ameriprise Financial Services, LLC, is a distinguished financial advisory practice located at 54 Buhl Blvd, Sharon, PA 16146, United States. As a reputable entity in the finance industry, Frank Mindicino offers a comprehensive suite of financial planning and advisory services, tailored to meet the diverse needs of individuals, retirees, small business owners, and domestic partners. Frank Mindicino holds multiple prestigious certifications and designations that underscore his expertise and commitment to providing high-quality financial advice. These include the Accredited Asset Management Specialist™ (AAMS™), which requires rigorous coursework and adherence to a code of ethics, focusing on real-world asset management and investment strategies. The Accredited Domestic Partnership Advisor™ (ADPA™) certification highlights his proficiency in wealth transfers, federal taxation, and planning for financial and end-of-life needs for domestic partners.

Brian L Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC, is a distinguished financial advisory business located at 3438 PA-208 Ste 2, New Wilmington, PA 16142, United States. Specializing in a wide array of financial services, Brian L Taylor offers expert guidance tailored to meet the unique needs of individuals, retirees, and small business owners. With a strong commitment to ethical practices and continuing education, Brian L Taylor holds multiple certifications that underscore his expertise in various financial domains. The AAMS™ certification signifies proficiency in asset management, investment strategies, and estate planning, ensuring clients receive informed advice on asset allocation and investment opportunities. As an Accredited Domestic Partnership Advisor™ (ADPA™), Brian is well-versed in wealth transfers, federal taxation, and financial planning for domestic partners, addressing complex financial and medical needs.

Antonio Aiello is a highly qualified Private Wealth Advisor operating under Ameriprise Financial Services, LLC, located in Sewickley, PA. With a robust portfolio of certifications and specializations, Antonio brings a wealth of knowledge and expertise in financial planning, asset management, and investment strategies tailored to meet the unique needs of each client.

Wyze Wealth Advisors: Your Trusted Partner in Financial Security Located at 1800 Main St Ste 230, Canonsburg, PA 15317, Wyze Wealth Advisors (WWA) is a distinguished finance firm dedicated to helping individuals and families achieve financial security and peace of mind. Our approach is centered around providing relaxed, informative, and pressure-free consultations. If we are unable to assist you directly, we guarantee to guide you towards the right resources.

Business Description for Donald Frenz - Financial Advisor, Ameriprise Financial Services, LLC Located at 425 S Main St, Washington, PA 15301, Donald Frenz operates as a dedicated financial advisor under Ameriprise Financial Services, LLC. With a focus on providing tailored financial guidance, Donald brings a wealth of expertise to individuals and business owners in the community. His qualifications and certifications reflect his commitment to excellence and comprehensive knowledge in various aspects of financial planning and asset management.

Ralph G Powell III is a distinguished Private Wealth Advisor affiliated with Ameriprise Financial Services, LLC, located in Monroeville, PA. With a comprehensive suite of certifications and designations, Ralph G Powell III offers expert financial advisory services tailored to meet the diverse needs of clients, ranging from individuals and families to retirees and small business owners.

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.

William J Young is a seasoned financial advisor associated with Ameriprise Financial Services, LLC, situated in Pleasant Hills, PA. With a comprehensive array of certifications and designations, William J Young offers expert financial guidance tailored to meet the diverse needs of his clients, ranging from individual investors to small business owners. His office, located at 70 Old Clairton Rd, serves as a hub for personalized financial planning and advisory services.Certifications and Expertise:1. AAMS™ (Accredited Asset Management Specialist): - Requires adherence to a code of ethics. - Coursework includes asset allocation, investment strategies, estate planning, and insurance products. - Certification examination covers real-world applications of asset management.2. ADPA™ (Accredited Domestic Partnership Advisor™):

Merrill 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.

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:

Merrill 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.