TOP 30 Legacy asset management in Pennsylvania

The Frank Aiello Agency is a reputable finance and insurance agency located at 201 Penn Center Boulevard in Pittsburgh, Pennsylvania. With a commitment to providing top-notch financial and insurance services, our experienced team of professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, The Frank Aiello Agency is here to provide personalized solutions tailored to your individual needs. Contact us today to schedule a consultation and start securing your financial future.

Colleen Higgins - State Farm Insurance Agent is an insurance agency located at 658 Ridge Pike in Lafayette Hill, Pennsylvania. At the corner of Ridge Pk and Harts Ln, the agency is currently undergoing construction so customers are advised to call for access. Colleen has been with State Farm for over 39 years, following in the footsteps of her father Mike Cahill Sr. She started her own business in March 1985 and now her son Kyle is part of the team, bringing a unique generational style to provide a personal experience for customers. Colleen, a Lafayette Hill native and Temple University graduate, is dedicated to helping others in her community. Kyle, a third-generation team member, is proud to continue his family's legacy in the insurance business. Jack, a team member for over 18 years, is committed to providing customers with the information they need to protect their assets. The agency offers a range of insurance products, including life insurance and annuities, as well as pet insurance underwritten by American Pet Insurance Company and ZPIC Insurance Company. Customers can also access deposit products through U.S. Bank National Association. For assistance with the website or any inquiries, customers can call (610) 825-2828. Please note that State Farm does not endorse the content of third-party sites and does not provide tax or legal advice.

Faith Smith - Prudential Financial is a reputable finance and insurance agency located at 1100 Horizon Circle in Chalfont, Pennsylvania, United States. With a commitment to providing top-notch financial services and insurance solutions, Faith Smith - Prudential Financial is dedicated to helping individuals and businesses secure their financial future. The experienced team at this institution works closely with clients to develop personalized plans that meet their specific needs and goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Faith Smith - Prudential Financial is here to help you every step of the way. Trust in their expertise and dedication to help you achieve financial success.

Catalyst Advisory is an independent insurance agency located at 132 Veterans Lane in Doylestown, Pennsylvania, United States. Specializing in advanced planning and life insurance solutions, Catalyst helps high-net-worth clients ensure a secure future for themselves and their loved ones. Their services include estate planning, wealth transfer, asset protection, and risk management, all tailored to align with the client's goals. With a focus on providing independent advice, Catalyst works closely with clients to create personalized plans that meet their needs. They collaborate with a network of experts to deploy best practices in life insurance planning, offering clarity and peace of mind to their clients. Catalyst prides itself on never pressuring clients to purchase unnecessary products, and always putting the client's best interests first.

Doctor Protectors is an insurance agency located at 238 East High Street, Pottstown, Pennsylvania, United States. Our mission is to provide unbiased solutions and qualified resources to save you time and money. Over the past decade, we have collaborated with various companies catering to practitioners, and we have identified partners who truly have your best interests at heart. Doctor Protectors was created to help you make important decisions with transparency and confidence, allowing you to focus on what matters most in your limited time away from work. Whether you need to minimize risks to your future or improve the way you prepare for it, we've got your back. By sharing basic information with us, we can leverage our resources to obtain the best quotes for your customized protection needs or introduce you to our trusted partners. Rest assured that by working with us, you will be connected to best-in-class professionals who will provide the rates and service you need while proactively protecting your future.

Odyssey Group Wealth Advisors is a leading finance institution located at 22 A East Roseville Road in Lancaster, Pennsylvania, United States. Our team of experienced advisors is dedicated to helping clients navigate the complexities of wealth management and financial planning. With a focus on personalized service and tailored solutions, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you on your financial journey.

The Kensington Trust Company building is a historic institution located at 3200 H Street in Philadelphia, Pennsylvania, United States. This iconic building showcases stunning architecture and is a symbol of financial stability and trust. With its grand facade and rich history, the Kensington Trust Company building stands as a reminder of the city's prosperous past and continues to serve as a landmark for the community.

Welcome to PPG Car Repair Services, your premier destination for top-notch automotive repair and maintenance in Pittsburgh, PA. Conveniently located at 5500 Corporate Dr #500, our facility is dedicated to providing exceptional service and expertise to keep your vehicle in perfect running condition. PPG is renowned for its international portfolio of brands and innovative solutions across various industries. With a rich heritage in premium paints, coatings, and technologies, we bring the same level of excellence and innovation to our car repair services.

Welcome 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.

Easter 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:

Donald Barie - Prudential Financial is a reputable finance and insurance agency located at 5000 Stonewood Dr #210, Wexford, PA 15090, United States. Specializing in a broad range of financial services, this local business is dedicated to helping individuals and families achieve financial security and peace of mind. With a focus on personalized service, Donald Barie and his team offer expert guidance in areas such as retirement planning, investment strategies, life insurance, and wealth management. By leveraging the extensive resources and industry knowledge of Prudential Financial, the agency is well-equipped to provide tailored solutions that address the unique financial needs and goals of their clients. Whether you are planning for the future, protecting your loved ones, or seeking to grow your assets, Donald Barie - Prudential Financial is committed to delivering exceptional service and trusted advice every step of the way.

Purely Estates Law Firm Located at 4108 Spruce Rd, Gibsonia, PA 15044, Purely Estates Law Firm is your trusted local partner for all your estate planning and legal needs. Specializing in estate law, our experienced team is dedicated to providing personalized and comprehensive legal services to ensure your assets are protected and your wishes are honored.

At the Law Offices of Kelton M. Burgess, LLC, we understand that honoring your loved one's final wishes is a top priority, especially during times of grief. Located in the heart of Pittsburgh, PA, our dedicated estate planning attorney is here to help you navigate the complexities of estate decisions with compassion and expertise.

Wabtec Corporation stands at the forefront of the transportation industry, leveraging decades of industrial leadership combined with cutting-edge software and digital technologies. Our mission is to create an efficient, productive, and reliable transportation ecosystem that not only meets but exceeds the expectations of our clients. We serve a diverse range of industries including railroads, shippers, miners, ports, and terminals, helping them unlock productivity, advance sustainability, and pave the way to optimized operations while enhancing safety. Our Solutions:

Executor Services LLC, located at 37 McMurray Road, Bldg. 1, Suite 204 in Pittsburgh, Pennsylvania, is dedicated to providing comprehensive legal support for estate planning, transitions, and settlements. Our experienced team offers a range of services tailored to meet your specific needs during life's critical transitions.

The Erie County Register of Wills, under the leadership of Tammie, is a crucial local government office located at 140 West 6th Street, Erie, Pennsylvania, 16501, United States. This office is dedicated to serving the residents of Erie County by handling matters related to the probate of wills, the administration of estates, and the issuance of marriage licenses. As a cornerstone of the county's legal and administrative framework, the Register of Wills ensures that the process of managing and distributing a deceased person's assets is carried out smoothly and in accordance with state laws. With a commitment to providing efficient and compassionate service, Tammie and her team are here to assist individuals and families during some of the most significant moments in their lives. Whether you're navigating the complexities of estate planning or seeking a marriage license, the Erie County Register of Wills is your trusted resource for guidance and support.

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.

Cetera Advisors, LLC - Linnwood Group LLC - Rick Evans, located at 686 Linnwood Road, Canonsburg, Pennsylvania 15317, is a reputable financial services firm dedicated to providing comprehensive financial planning and advisory services. Specializing in personalized investment strategies, retirement planning, wealth management, and risk management, Rick Evans and his team are committed to helping clients achieve their financial goals. With a client-centric approach, they offer tailored solutions that cater to the unique needs and aspirations of each individual or business. Cetera Advisors, LLC - Linnwood Group LLC prides itself on delivering expert advice, fostering long-term relationships, and ensuring financial security and growth for their clients in the Canonsburg community and beyond.

George Bello is a reputable finance business located at 3901 Washington Road, McMurray, Pennsylvania 15317, United States. Specializing in a wide range of financial services, George Bello is dedicated to helping individuals and businesses achieve their financial goals. Whether you need expert advice on investment strategies, retirement planning, tax optimization, or comprehensive financial planning, the experienced team at George Bello is committed to providing personalized solutions tailored to meet your unique needs. With a strong focus on client satisfaction, integrity, and professionalism, George Bello has established itself as a trusted partner in the McMurray community for all financial matters.

Welcome to Corient, your trusted partner in comprehensive wealth management and financial services, located at 2605 Nicholson Road, Sewickley, Pennsylvania 15143, United States. At Corient, we pride ourselves on exceeding expectations, simplifying lives, and helping our clients establish lasting legacies. Our approach revolves around providing comprehensive family office services that manage wealth from a 360-degree perspective. By leveraging an exclusive network of experts, we aim to help you achieve both your personal and professional financial goals, ensuring that every aspect of your financial well-being is meticulously managed.

Edward Jones - Financial Advisor: Courtney Mitchko Located at 190 Bilmar Drive, Pittsburgh, Pennsylvania 15205, Edward Jones - Financial Advisor Courtney Mitchko offers expert financial services tailored to meet your individual needs. As part of the renowned Edward Jones network, Courtney Mitchko provides personalized financial advice, helping clients plan for their financial futures with confidence.

Michael Ollio is a distinguished finance business located at 107 Donahue Drive, Renfrew, Pennsylvania 16053, United States. Specializing in personalized financial services, Michael Ollio offers expert guidance in areas such as investment planning, wealth management, retirement strategies, and tax planning. With a commitment to helping clients achieve their financial goals, the business prides itself on delivering tailored solutions that cater to the unique needs of individuals, families, and businesses. Clients can expect professional, reliable, and insightful advice designed to foster financial growth and stability. Michael Ollio's dedicated team of financial advisors is passionate about providing exceptional service and building long-term relationships based on trust and integrity.

Marsh McLennan Agency (MMA) is a premier insurance agency dedicated to providing tailored business insurance, employee health & benefits, retirement, and private client insurance solutions to both businesses and individuals. Conveniently located at 6 PPG Place in the heart of Pittsburgh, Pennsylvania, MMA is committed to empowering companies and individuals with an unparalleled range of resources to ensure success.

Bethel Green Parking: A Haven of Nature and Community in Bethel Park, Pennsylvania Located at Bethel Park, Pennsylvania 15234, United States, Bethel Green Parking is not just a park—it's a cherished community asset and a testament to the power of grassroots conservation efforts. This 40.5-acre green space, nestled near the intersections of Route 88, Connor Road, and Valley Drive, along the municipality’s northwest border with Castle Shannon Borough, offers a serene escape for residents and visitors alike.

Sonoff Appraisal Services is a reputable finance business located at 2205 W 6th St, Erie, PA 16505, United States. Specializing in property appraisals, the company offers expert valuation services to meet the diverse needs of homeowners, real estate professionals, and financial institutions. With a commitment to accuracy and integrity, Sonoff Appraisal Services ensures that each appraisal is conducted with meticulous attention to detail and adherence to industry standards. Whether you are buying, selling, refinancing, or need an appraisal for legal purposes, Sonoff Appraisal Services provides reliable and timely assessments to help you make informed financial decisions. Their team of experienced appraisers combines local market knowledge with professional expertise to deliver unparalleled service to the Erie community.

Financial Abundance is a premier financial services firm located at 2134 Sandy Dr #1, State College, PA 16803, United States. Specializing in comprehensive financial planning and wealth management, Financial Abundance is dedicated to helping individuals and businesses achieve their financial goals and secure a prosperous future. Our team of experienced financial advisors offers personalized solutions tailored to meet the unique needs of each client, from investment strategies and retirement planning to tax optimization and estate planning. At Financial Abundance, we pride ourselves on our commitment to excellence, integrity, and client satisfaction, ensuring that you receive the highest level of service and expertise in all aspects of your financial journey. Visit us today and take the first step towards achieving financial abundance and peace of mind.

Premier Retirement Solutions, LLC is a distinguished financial services firm located at 1195 Washington Pike, Bridgeville, PA 15017, United States. Specializing in retirement planning, the company is dedicated to helping clients achieve financial security and peace of mind for their golden years. With a team of experienced financial advisors, Premier Retirement Solutions, LLC provides personalized strategies tailored to meet individual retirement goals. Their comprehensive services include investment management, income planning, estate planning, and risk management. Committed to excellence and client satisfaction, Premier Retirement Solutions, LLC is the trusted partner for those seeking to navigate the complexities of retirement with confidence and ease.

Intellectual Wealth Group, a branch of Ameriprise Financial Services, LLC, is dedicated to helping you achieve your financial goals through personalized financial planning and advice. Located conveniently in Sewickley, PA, our team of experienced financial advisors is committed to understanding what is most important to you and providing tailored financial strategies to meet your needs. We offer flexible meeting times, including appointments after 5 P.M., to accommodate your busy schedule. During your initial consultation, we provide an overview of financial planning concepts tailored to your unique situation. Please note that this initial meeting does not include written analysis or recommendations.

The Sluss Advisory Group is a premier financial advisory firm located at 380 Southpointe Blvd, McMurray, PA 15317, United States. Specializing in comprehensive financial planning and wealth management, The Sluss Advisory Group is dedicated to helping individuals, families, and businesses achieve their financial goals. With a deep commitment to personalized service, the experienced team at The Sluss Advisory Group offers a range of services including retirement planning, investment management, estate planning, and risk management. Clients can expect tailored strategies that align with their unique financial objectives, delivered with the utmost professionalism and integrity. Whether you are planning for retirement, managing your investments, or seeking to protect your assets, The Sluss Advisory Group is your trusted partner in navigating the complexities of financial planning.

Edward Jones - Financial Advisor: Lee D Schmidt, AAMS™, located at 2948 E State St, Hermitage, PA, provides personalized financial advice and services designed to help you achieve your financial goals. As a trusted financial advisor, Lee D Schmidt, accredited with the AAMS™ (Accredited Asset Management Specialist) designation, offers a comprehensive range of services including retirement planning, investment strategies, and wealth management. At Edward Jones, we prioritize your financial well-being by offering tools and resources to help you make informed decisions. Our Starting Point tool is an excellent resource for those beginning their financial planning journey, and the "My Priorities" quiz can help you identify and prioritize your financial goals. These tools are crucial steps in crafting a personalized and effective financial strategy.