TOP 30 Legacy asset management in Pennsylvania

Wesch Investments is a reputable finance and insurance agency located at 429 Smokepipe Road in Souderton, Pennsylvania, United States. With a strong focus on providing personalized investment solutions and comprehensive insurance coverage, Wesch Investments is dedicated to helping clients achieve their financial goals and protect their assets. Our team of experienced professionals is committed to delivering top-notch services and expert advice to ensure the financial security and success of our clients. Contact us today to learn more about how Wesch Investments can help you secure your financial future.

Terrance Wilde - Prudential Financial is a reputable finance and insurance agency located at 519 Main Street in Honesdale, Pennsylvania, United States. With a strong focus on providing expert financial advice and comprehensive insurance solutions, the institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at Terrance Wilde - Prudential Financial are committed to providing personalized services tailored to meet your specific needs. Visit us today to learn more about how we can help you secure your financial future.

James Lavelle - Prudential Financial is a reputable finance and insurance agency located at 535 Hamlin Highway in Hamlin, Pennsylvania, United States. With a commitment to providing top-notch financial services and comprehensive insurance coverage, James Lavelle - Prudential Financial is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance solutions, the experienced professionals at this institution are here to assist you every step of the way. Trust James Lavelle - Prudential Financial for all your financial and insurance needs.

Maria Shields is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 610 Freedom Business Center Drive in King of Prussia, Pennsylvania, United States. Maria holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in asset management, estate planning, retirement planning, and investment strategies. She is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Maria is committed to upholding the highest ethical standards and continuously expanding her knowledge through ongoing education and training. Contact Maria Shields today for expert financial guidance tailored to your unique needs and goals.

Jeffrey Gunder - Ameriprise Private Wealth is a finance institution located at 610 Freedom Business Center Drive in King of Prussia, Pennsylvania, United States. The professionals at this institution hold various certifications and designations such as 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 indicate expertise in areas such as asset management, retirement planning, estate planning, investment management, financial analysis, and more. The professionals at Jeffrey Gunder - Ameriprise Private Wealth are dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those with special financial needs.

Gary Plessl is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 3701 Corporate Parkway in Pennsylvania, United States. He 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 Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Gary is dedicated to providing expert financial advice and services, specializing in asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and ongoing education, Gary is well-equipped to assist individuals, retirees, small business owners, high net worth clients, and those planning for the future.

Christopher D Myers is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 3477 Corporate Parkway in Pennsylvania, United States. As a finance institution, Christopher D Myers offers a range of certifications and designations to ensure that their advisors are well-equipped to meet the diverse needs of their clients. From the AAMS™ certification focusing on asset management to the ADPA™ designation for domestic partnership planning, Christopher D Myers provides comprehensive financial planning services. Advisors at Christopher D Myers also hold certifications such as AEP®, AIF®, APMA™, AWMA℠, and more, showcasing their expertise in areas such as estate planning, fiduciary practices, portfolio management, and behavioral finance. Whether you are looking for retirement planning, investment strategies, estate planning, or specialized advice for seniors or those going through a divorce, Christopher D Myers has advisors with the knowledge and skills to assist you. With a commitment to ongoing education and ethical standards, Christopher D Myers is dedicated to providing top-notch financial services to their clients.

Jason Baver - Raymond James is a reputable finance institution located at 2005 City Line Road in Bethlehem, Pennsylvania, United States. With a focus on providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are committed to providing personalized solutions tailored to your specific needs. Trust Jason Baver - Raymond James to guide you towards a secure financial future.

John Brew - Institutional Advisor at Ameriprise Financial Services, LLC is located at 817 West Broad Street in Bethlehem, Pennsylvania, United States. Specializing in finance, John Brew offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, adjust strategies as needed, and track advancements towards financial objectives. Clients can conveniently access their investments and accounts from any device and securely share information with John Brew. With a focus on retirement, education, and major purchases, John Brew helps clients navigate the financial landscape and plan for the future. To learn more about how John Brew can assist with financial goals, schedule a complimentary initial consultation. Securities business is conducted only with residents of properly registered states, as indicated on FINRA's BrokerCheck website. Privacy and security are a top priority at Ameriprise Financial Services, LLC, ensuring clients' information is protected. By referring friends and family to John Brew, individuals can help their loved ones achieve financial success with the support of a trusted advisor. Contact John Brew today to start the conversation about your financial priorities.

Samantha Lynne Frick is a Financial Advisor at Ameriprise Financial Services, LLC located at 610 Freedom Business Center Drive in King of Prussia, Pennsylvania, United States. Samantha holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, retirement planning, investment strategies, and fiduciary practices. She is also trained in behavioral finance, philanthropy, annuities, and senior financial issues. Samantha is dedicated to providing comprehensive financial planning services to her clients, including those in the military community. With a focus on ethical practices and continuing education, Samantha ensures that her clients receive the highest level of financial advice and support.

Located at 60 Public Square in Wilkes-Barre, Pennsylvania, Wilmington Trust is a trusted institution offering premier wealth and institutional services as part of M&T Bank. With a strong reputation in the financial services industry, our experienced professionals provide guidance to help families and businesses succeed for generations to come. Plan your visit to our Wilkes Barre office and schedule an appointment in advance to explore the range of services we offer.

Old Security Group is a reputable finance institution located at 1055 Andrew Drive in West Chester, Pennsylvania, United States. With a long-standing history of providing top-notch financial services, Old Security Group is dedicated to helping individuals and businesses achieve their financial goals. Whether you're looking for investment advice, retirement planning, or assistance with wealth management, our team of experienced professionals is here to guide you every step of the way. Trust Old Security Group to safeguard your financial future and secure your peace of mind.

Janney Montgomery Scott LLC is a finance institution located at 1400 North Providence Road in Media, Pennsylvania, United States. With a history dating back to 1832, Janney is a full-service wealth management, financial services, and investment banking firm. They provide personalized financial advice and guidance to individuals, families, businesses, and institutions. Their team of experienced professionals offers a wide range of services including investment management, financial planning, retirement planning, and more. Janney Montgomery Scott LLC is committed to helping their clients achieve their financial goals and secure their financial future.

Merrill Lynch Financial Advisor Christopher R Kolmer is a finance institution located at 300 West State Street, Media, Pennsylvania, United States. The Kolmer Wealth Management Group, led by a multi-generational team, serves clients not only in Pennsylvania but also in more than 20 other states. The institution focuses on helping clients monetize their hard work and achieve meaningful outcomes. They offer services such as family legacy planning, risk-managed investing, wealth accumulation strategies, retirement planning, exit planning strategies, tax minimization, estate planning strategies, and liability management. The institution serves a diverse and financially astute clientele, including successful owners of family-owned businesses, investment bankers, hedge fund managers, executives, professors, musicians, real estate professionals, and their families. The team at The Kolmer Wealth Management Group collaborates internally and with clients to create consistent value, with a focus on clients' lives, not just their financial bottom lines.

Concentus Wealth Advisors, located at 3803 West Chester Pike in Newtown Square, Pennsylvania, is a finance institution that is ethically committed to the wise stewardship of your wealth. With a focus on building a partnership with each client, they provide personalized financial planning and investment management services. Clients praise the team for their dedication, trustworthiness, and the peace of mind they provide. As a family organization, Concentus Wealth Advisors offers a unique approach to helping clients achieve their financial goals and live a life of freedom. With a focus on building long-term relationships, they serve as a trusted advisor and partner in stewarding your family's wealth for the future. Contact them at 610-994-9190 or info@concentus.com to learn more about their services and how they can help you achieve financial success.

Wealth Planning Group, LLC is a leading financial planning institution located at 133 Commons Court in Chadds Ford, Pennsylvania. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.

Merrill Lynch Financial Advisor Helen O'Hara is located at 224 Valley Creek Boulevard in Exton, Pennsylvania, United States. As a finance institution, we offer the investment insights of Merrill® and provide access to the banking convenience and lending solutions of Bank of America. Our goal is to help clients explore financial possibilities in today's changing markets and build a solid foundation for making confident financial decisions. Helen O'Hara, a Certified Financial Planner™ certificant, focuses on providing sound, objective financial and investment advice to individuals, families, and business owners. She listens intently to understand each client's values, goals, and expectations, and proposes coordinated financial strategies aligned with their resources and needs. Helen stays connected with clients on a regular basis, tracking their progress toward their goals and recommending adjustments as needed.

Philip DeAngelis - TD Wealth Financial Advisor is a trusted financial institution located at 2417 Park Avenue in Easton, Pennsylvania, United States. Specializing in providing comprehensive wealth management services, our team of experienced advisors is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, we offer personalized solutions tailored to your individual needs. With a focus on building long-term relationships based on trust and integrity, Philip DeAngelis - TD Wealth Financial Advisor is committed to guiding you towards financial success. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Gary L Guzzi - Morgan Stanley is a finance institution located at 101 Larry Holmes Drive in Easton, Pennsylvania, United States. Specializing in wealth management and investment services, the team at Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized strategies and expert advice, clients can trust in the expertise and professionalism of Gary L Guzzi and his team at Morgan Stanley. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Gary L Guzzi - Morgan Stanley is committed to providing top-notch financial services tailored to your specific needs.

John P Bisco Associates is a reputable finance institution located at 3800 William Penn Highway in Easton, Pennsylvania, United States. With a focus on providing personalized financial services, their team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, John P Bisco Associates is committed to providing expert guidance and support. Visit their office today to learn more about how they can help you secure your financial future.

Edward Jones - Financial Advisor: Danika J Rhinehart, CFP® is a trusted financial institution located at 2445 Lawnherst Avenue in Easton, Pennsylvania, United States. As a Certified Financial Planner, Danika J Rhinehart provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones offers a comprehensive range of financial services, including retirement planning, investment management, and wealth preservation. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Danika J Rhinehart and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Northwestern Mutual is a financial institution located at 3701 Corporate Parkway in Pennsylvania, United States. As a leading provider of financial services, Northwestern Mutual offers a range of products and services to help individuals and businesses achieve their financial goals. With a focus on building long-term relationships with clients, Northwestern Mutual is committed to providing personalized solutions and expert guidance to help clients secure their financial future.

Serratelli Financial Group is a trusted finance institution located at 528 Maple Street in Bethlehem, Pennsylvania, United States. With a team of experienced financial advisors, Serratelli Financial Group offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with investments, retirement planning, or wealth management, Serratelli Financial Group is dedicated to providing personalized solutions tailored to your specific needs. Trust in Serratelli Financial Group for expert financial guidance and support.

Quadrant Private Wealth is a leading finance institution located at 2 West Market Street in Bethlehem, Pennsylvania, United States. With a focus on providing personalized wealth management services, Quadrant Private Wealth offers tailored financial solutions to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, the experienced team at Quadrant Private Wealth is dedicated to providing expert guidance and support every step of the way. Trust in Quadrant Private Wealth to help you navigate the complexities of the financial world and secure your financial future.

The O'Hagan Group is a renowned finance institution located at 1429 West Broad Street in Bethlehem, Pennsylvania, United States. With a strong reputation for providing top-notch financial services, the O'Hagan Group offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, the O'Hagan Group is committed to providing personalized and comprehensive financial solutions to help you succeed.

Edward Jones - Financial Advisor: Tom McKee, CFP®|CEPA®|AAMS™ is a reputable finance institution located at 870 West Main Street in Lansdale, Pennsylvania, United States. Tom McKee is a Certified Financial Planner, Certified Exit Planning Advisor, and Accredited Asset Management Specialist, offering expert financial advice and services to clients in the Lansdale area. With a focus on personalized financial planning and wealth management, Edward Jones - Financial Advisor: Tom McKee, CFP®|CEPA®|AAMS™ is dedicated to helping individuals and families achieve their financial goals and secure their financial future. Contact them today to schedule a consultation and take the first step towards financial success.

Kathleen M Sikora-Arnold is a Financial Advisor at Ameriprise Financial Services, LLC, located at 117 Veronica Lane, Lansdale, Pennsylvania, United States. Kathleen holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, CFA®, CFP®, Certified Fund Specialist, ChFC®, 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 demonstrate Kathleen's expertise in various financial areas such as asset management, retirement planning, estate planning, investment management, and more. With a commitment to ethical practices and ongoing education, Kathleen is dedicated to providing comprehensive financial advice to her clients.

Anthony Spangler - Thrivent is a finance institution located at 2031 North Broad Street in Lansdale, Pennsylvania, United States. At Anthony Spangler - Thrivent, we specialize in providing financial services and advice to help individuals and families achieve their financial goals. Our team of experienced professionals is dedicated to helping clients navigate the complexities of financial planning, retirement savings, investments, and insurance. Whether you are looking to plan for your future, grow your wealth, or protect your assets, Anthony Spangler - Thrivent is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

Brian Jamison is a Financial Advisor at Ameriprise Financial Services, LLC, located on West Oakland Avenue in Doylestown, Pennsylvania, United States. Brian holds several prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Chartered Advisor in Philanthropy® (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 demonstrate Brian's expertise in various financial areas, such as asset management, retirement planning, estate planning, investment management, and more. With a focus on providing biblically wise financial advice and equipping clients for long-term financial success, Brian is dedicated to helping individuals and families achieve their financial goals. Contact Brian Jamison at Ameriprise Financial Services for personalized financial advice and expert guidance.

Christen Martin, Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1000 Germantown Pike in Plymouth Meeting, Pennsylvania, offers a wide range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Christen Martin is equipped to assist individuals with asset management, retirement planning, estate planning, investment strategies, and insurance products. Specializing in areas such as wealth transfers, federal taxation, and financial planning for domestic partners, Christen Martin is dedicated to providing comprehensive and personalized financial advice. Whether you are a retiree, small business owner, high net worth client, or individual in need of specialized financial planning, Christen Martin has the knowledge and experience to guide you towards your financial goals. Contact Christen Martin today for expert financial advice and assistance.