The 30 Best Legacy asset management in Pennsylvania

Pacer Advisors, Inc. is a finance institution located at 500 Chesterfield Parkway in Malvern, Pennsylvania, United States. Specializing in investment management and financial planning, Pacer Advisors offers a range of services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized strategies tailored to each individual's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Pacer Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Brian Callahan - Financial Advisor, Ameriprise Financial Services, LLC, located at 5 East Germantown Pike in Plymouth Meeting, Pennsylvania, offers a wide range of financial services to meet the needs of individuals and businesses. Brian Callahan holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, retirement planning, estate planning, and investment strategies. Whether you are looking for advice on managing your assets, planning for retirement, or navigating complex financial situations, Brian Callahan can provide personalized solutions to help you achieve your financial goals. Contact Brian Callahan - Financial Advisor, Ameriprise Financial Services, LLC today to schedule a consultation and take the first step towards securing your financial future.

Massimo Magliari - Private Wealth Advisor, Ameriprise Financial Services, LLC, is a finance institution located at 2070 Butler Pike, Plymouth Meeting, Pennsylvania, United States. The institution 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 APMA™ designation covering portfolio management, the advisors at Massimo Magliari have the expertise to assist with various financial goals. Additionally, certifications such as the AEP®, AIF®, and AWMA℠ showcase their commitment to ethical practices and comprehensive knowledge in areas such as estate planning, fiduciary practices, and asset management. With a focus on education and specialization, Massimo Magliari ensures that their advisors are equipped to provide tailored financial solutions to individuals and businesses alike.

Patrick T Wayman is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 5 East Germantown Pike in Plymouth Meeting, Pennsylvania, United States. He holds various certifications 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 demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and financial planning for various individuals and businesses. Patrick is dedicated to providing comprehensive and ethical financial advice to his clients, helping them achieve their financial goals and secure their future.

Martin & Associates - Ameriprise Financial Services, LLC is a finance institution located at 1000 Germantown Pike, Plymouth Meeting, Pennsylvania, United States. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides complimentary initial consultations to discuss retirement, education, major purchases, and other financial planning needs. Ameriprise financial advisors are registered in certain U.S. states and cannot guarantee future financial results. Clients can expect regular meetings to review and update their financial plans as life changes. The institution emphasizes privacy and security, and clients can access important disclosures and regulations on their website. Whether clients are looking to extend their bull market rally or plan for the future, Martin & Associates - Ameriprise Financial Services, LLC is ready to help.

TruSpire Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 1000 Germantown Pike in Plymouth Meeting, Pennsylvania, United States. The institution is led by Kim StPierre & Maria Shields, Forbes Best-in-State Women Wealth Advisors for 2024. They offer complimentary initial consultations to help clients achieve their financial goals, whether it be retirement planning, education savings, or major purchases. The advisors provide personalized investment recommendations based on individual goals and risk tolerance, and regularly review and update strategies as life changes. Clients can access their investments and accounts securely from any device. Ameriprise financial advisors are registered in certain U.S. states and cannot guarantee future financial results. The institution values privacy and security, and abides by strict rules and regulations. They appreciate referrals and strive to help friends and family members achieve their financial goals.

IM Wealth Partners is a finance institution located at 3 Valley Square in Blue Bell, Pennsylvania, United States. We specialize in providing comprehensive wealth management services to individuals and families looking to grow and protect their assets. Our team of experienced financial advisors works closely with clients to create customized plans that align with their long-term financial goals. Whether you are looking to invest for the future, plan for retirement, or protect your assets, IM Wealth Partners is dedicated to helping you achieve financial success.

Justin Creighton is a Financial Advisor at Ameriprise Financial Services, LLC located at 2250 Hickory Road, Plymouth Meeting, Pennsylvania, United States. He holds various certifications 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 demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. Justin is dedicated to providing comprehensive financial services to individuals, retirees, small business owners, and high net worth clients.

Merrill Lynch Financial Advisor Johanna L Walters is a finance institution located at 470 Norristown Road, Blue Bell, Pennsylvania, United States. The institution is proud of their advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. They believe in setting the standard for exemplary client service. The team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The advisors focus on the things that matter most to you - family, goals, and priorities, even as they change over time. They believe in starting every relationship with a conversation to identify and prioritize your goals. By understanding your goals and priorities, they can help you create a personalized financial approach to help you pursue what matters most to you. The institution offers various rankings and recognitions from publications such as Barron's and Forbes, showcasing their commitment to excellence in client service. They offer personalized investment strategies and comprehensive financial solutions to help you achieve your financial goals. With access to the resources of Merrill and Bank of America, they can help you manage, grow, and preserve your wealth today and for the future. Let Merrill Lynch Financial Advisor Johanna L Walters help you achieve your financial goals and live your best financial life.

Gladstone Wealth Partners is a leading finance institution located at 721 Arbor Way in Blue Bell, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Gladstone Wealth Partners is here to provide expert guidance and support. Contact us today to schedule a consultation and see how we can help you secure your financial future.

Kevin Leonard - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 161 Washington Street in Conshohocken, Pennsylvania, offers a range of financial services to meet the needs of individuals and small business owners. Kevin Leonard holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, ensuring that he is well-equipped to provide expert advice on asset management, investment strategies, estate planning, retirement planning, and insurance products. With a focus on client assessment, risk/return, and modern portfolio theory, Kevin Leonard provides personalized financial solutions to help clients achieve their financial goals. Whether you are planning for retirement, managing your investments, or preparing for the future, Kevin Leonard is committed to helping you make informed financial decisions. Contact Kevin Leonard today to schedule a consultation and take the first step towards financial security and success.

Junto Wealth LLC is a financial institution located at 656 E Swedesford Road, Wayne, Pennsylvania, United States. We are financial life planners dedicated to helping you achieve the highest return on life. Our goal is to be your financial friend on life's journey, valuing your story over just your numbers. Money is seen as a tool to make a fulfilling life, rather than the other way around. Inspired by Benjamin Franklin's Junto, we strive for collaboration and helping others reach their potential. Facing a world of problems, internal struggles, and transitional life events, we believe in making Essential Promises for success across the Financial Pillars. Trusts can make families wealthier and healthier, so organizing your financial matters now is crucial. Our Client Service SYSTEM, utilizing both digital and traditional methods, is designed to save you stress, time, energy, and money.

Merrill Lynch Financial Advisor Frederick J Hoey, located at 224 Valley Creek Boulevard in Exton, Pennsylvania, is a trusted institution in the field of finance. With a team of knowledgeable and experienced professionals, they are dedicated to building strong relationships with their clients. The Hoey Group, part of Merrill Lynch Wealth Management, focuses on understanding each client's unique priorities and goals, providing personalized service and advice. They believe in proactive wealth management, tailored to meet individual needs and milestones. With a focus on family, goals, and priorities, they strive to help clients navigate the complexities of their financial lives. Through tools like the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, they work to create customized plans centered on achieving what matters most to each client. Whether planning for retirement, education, or other financial goals, Merrill Lynch Financial Advisor Frederick J Hoey is committed to helping clients pursue their objectives and stay on track, no matter what changes life may bring.

Michelle L Heide is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 101 South 3rd Street in Easton, Pennsylvania, United States. Michelle 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®, 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®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Michelle is dedicated to providing comprehensive financial services to individuals and families. Whether you are a retiree, small business owner, high net worth client, or someone planning for the future, Michelle is committed to helping you achieve your financial goals with integrity and professionalism.

The Godown / Wilson Group - Morgan Stanley is a finance institution located at 101 Larry Holmes Drive in Easton, Pennsylvania, United States. Our team of experienced professionals at Morgan Stanley offers a wide range of financial services to help clients achieve their goals and secure their financial future. From investment planning to wealth management, we are dedicated to providing personalized solutions tailored to each client's unique needs. Trust in our expertise and let us help you navigate the complexities of the financial world with confidence.

Wilmington Trust, located at 95 Highland Avenue in Bethlehem, Pennsylvania, is a finance institution that is a part of M&T Bank, a leading company in the U.S. financial services industry. Our experienced professionals provide wealth and institutional services to help families and businesses succeed. Visit our Lehigh Valley - BBC location and schedule an appointment to receive expert guidance for your financial needs.

Raymond James Financial Services is a finance institution located at 710 Upper State Road in North Wales, Pennsylvania, United States. They offer a wide range of financial services including investment management, retirement planning, and wealth management. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Their personalized approach and commitment to excellence have made them a trusted name in the financial industry.

Broadhurst Financial Advisors, Inc. is a finance institution located at 1911 West Point Pike in West Point, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. We offer a wide range of financial services, including retirement planning, investment management, estate planning, and more. With a focus on building long-term relationships based on trust and transparency, Broadhurst Financial Advisors, Inc. is committed to helping our clients navigate the complexities of the financial world with confidence and peace of mind.

Suzanne Kitchen is a Financial Advisor at Ameriprise Financial Services, LLC, located at 790 Penllyn Blue Bell Pike in Blue Bell, Pennsylvania, United States. Suzanne holds several certifications including AAMS™ (Accredited Asset Management Specialist), ADPA™ (Accredited Domestic Partnership Advisor), AEP® (Accredited Estate Planner), AIF® (Accredited Investment Fiduciary), APMA™ (Accredited Portfolio Management Advisor), AWMA℠ (Accredited Wealth Management Advisor), and more. These certifications demonstrate Suzanne's expertise in areas such as asset management, retirement planning, estate planning, and investment strategies. She is also trained in Behavioral Financial Advisory and holds the Chartered Advisor in Philanthropy® (CAP®) designation. Suzanne is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, Suzanne Kitchen is committed to helping clients achieve their financial goals and secure their financial future.

James Notarianni is a Financial Advisor at Ameriprise Financial Services, LLC located at 1418 South 13th Street, Philadelphia, 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®, 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®. With expertise in asset management, investment strategies, retirement planning, estate planning, and more, James Notarianni is dedicated to providing comprehensive and personalized financial advice to his clients.

Merrill Lynch Private Wealth Advisor Peter A Rohr, located in Philadelphia, Pennsylvania, offers personalized financial services supported by industry-leading research and expert analysis. With a focus on multilingual and limited wealthy clients, we provide customized attention for all aspects of your financial life, now and for future generations. Our team is trained to meet specialized needs with trust-based relationships and personalized service. We offer insights, observations, and strategies to help you achieve your financial goals, with access to services typically reserved for large institutions. With over $5.4 billion in client assets overseen, we prioritize tax minimization, fees, and risk management for ultra-affluent individuals and families. Our philosophy centers on collaboration and building lasting relationships to simplify your financial life. Trust, fiduciary, and investment management services are provided by Bank of America, N.A., and Merrill does not provide legal, tax, or accounting advice. Your dedicated Merrill Private Wealth Management team is committed to helping you pursue what's most important to you, now and for future generations.

Royal Alliance Associates Inc is a reputable finance institution located at 850 Cassatt Road in Berwyn, Pennsylvania, United States. With a strong focus on providing top-notch financial services and guidance to its clients, Royal Alliance Associates Inc has built a solid reputation in the industry. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking for investment opportunities, retirement planning, or wealth management services, Royal Alliance Associates Inc is committed to providing you with the support and expertise you need to secure your financial future.

The Munera Group at Morgan Stanley is a leading financial institution located at 899 Cassatt Road in Berwyn, Pennsylvania, United States. With a strong reputation for excellence in the financial industry, The Munera Group offers a wide range of services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, The Munera Group has the expertise and resources to guide you towards a secure financial future. Trust in The Munera Group at Morgan Stanley for all your financial needs.

GoalQuest Advisors, LLC is a finance institution located at 1000 Westlakes Drive in Berwyn, Pennsylvania, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and sound financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, GoalQuest Advisors is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Solomon Kim - Morgan Stanley is a finance institution located at 899 Cassatt Road in Berwyn, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients, including investment management, wealth management, and financial planning. We strive to help our clients achieve their financial goals and secure their financial future. With a strong commitment to excellence and a focus on personalized service, Solomon Kim - Morgan Stanley is a trusted partner for all your financial needs.

Mill Creek Capital Advisors, LLC is a finance institution located at 161 Washington Street in Conshohocken, Pennsylvania, United States. Founded in 2006, the institution is dedicated to providing customized advice to help clients achieve their financial goals. With over 300 families and institutions served, Mill Creek manages $9.5 billion of assets on behalf of their clients. The team at Mill Creek consists of highly credentialed professionals with an average of 20 years of experience in investment, financial planning, tax, and legal fields. They provide individualized advisory services to high-net worth individuals, families, foundations, endowments, non-profits, and pension plans.

Pinnacle Financial Advisors, LLC is a finance institution located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, United States. Our team of experienced financial advisors provides personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on integrity, transparency, and client satisfaction, we strive to be the trusted partner our clients can rely on for all their financial needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Pinnacle Financial Advisors, LLC is here to help you navigate the complexities of the financial world and make informed decisions for a secure financial future.

Robert G Karalius, Financial Advisor at Karalius & Associates Insurance and Financial Services, LLC, is located at 555 East City Avenue, Bala Cynwyd, Pennsylvania, United States. This institution specializes in finance and insurance services, with a focus on providing world-class financial solutions to help successful individuals enhance and preserve their wealth. With over 30 years of experience, Karalius and Associates believe in the mindset of achieving financial success and offer personalized services to help clients reach their goals. The team at Karalius and Associates, including Robert G. Karalius, Patricia M. Andris, Mark C. Weller, Dominick DiNofa, Donna H. Bolno, and Christopher Williams, are licensed to sell insurance through New York Life Insurance Company and other independent insurance companies in various states. They also offer securities products and services through NYLIFE Securities LLC, as well as advisory services through Eagle Strategies LLC.

Scott Abramson is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 161 Washington Street, Conshohocken, Pennsylvania, United States. Scott Abramson holds various certifications 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®, 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 Scott Abramson's expertise in various areas of finance including asset management, retirement planning, estate planning, investment management, and more. Scott Abramson is committed to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients. Contact Scott Abramson for all your financial planning needs.

The Market Street Investment Group - UBS Financial Services Inc. is a leading finance institution located at 101 West Elm Street in Conshohocken, Pennsylvania, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment opportunities and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized advice and guidance to ensure clients make informed decisions about their investments. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Market Street Investment Group - UBS Financial Services Inc. is committed to helping you secure a prosperous financial future.