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TOP 30 Legacy planning in Pennsylvania
310 results found
A convenient service for searching for businesses, places and services
Keller Financial Associates
Keller Financial Associates is a finance institution located at 4185 West Market Street in York, Pennsylvania, United States. Our mission is to help individuals become financially savvy by providing simple, useful, and easy-to-understand financial tips and principles through on-demand videos. At Keller Financial Associates, we offer free one-on-one consultations to create a comprehensive financial road-map tailored to your specific goals. Our goal is to eliminate stress, provide clarity, and put you on the path to financial success.
Swope Financial Partners
Swope Financial Partners is a finance institution located at 4185 West Market Street in York, Pennsylvania, United States. Our team of experienced financial professionals is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to help. Contact us today to schedule a consultation and start building a secure financial future.
Albert Sydney, MD
Albert Sydney, MD is a healthcare institution located at 3070 Bristol Pike in Bensalem, Pennsylvania, United States. Our team of providers offers a range of health services and utilizes the MyChart Patient Portal for secure and convenient access to your health information. From lab results to scheduling appointments and mammograms, we strive to make managing your health simple and efficient. As part of the St. Mary Medical Center, a 371-bed hospital serving Bucks County and nearby communities, we are dedicated to providing advanced and compassionate care to our patients. Recognized as one of America's 100 Best Hospitals, St. Mary offers a variety of services including emergency care, inpatient facilities, and supportive health and wellness programs.
Agora Cyber Charter School
Agora Cyber Charter School, located at 1018 West 8th Avenue in King of Prussia, Pennsylvania, is a primary and secondary school that celebrates the legacy of its founders while shaping the future. The institution's Multiple Disabilities Support Program is thriving, providing essential support to students like Leah. Agora offers a personalized learning experience that helps students navigate life's challenges and achieve success. The school's Health and Safety plan ensures a safe environment for in-person services. Prospective students can meet with an Enrollment Concierge to learn more about Agora's innovative approach to education. Student Life at Agora encourages students to forge connections beyond the classroom, fostering a sense of community and friendship.
Margaret George School and Child Care Center
Margaret George School and Child Care Center, located at 491 Allendale Road in King of Prussia, Pennsylvania, is a nurturing and inclusive institution dedicated to providing child care and preschool programming for children ages six weeks to six years old. Our outdoor classroom area allows children ages one to six to learn and play in a nature-based environment, fostering their development and creativity. As a Keystone STAR Center for over twelve years, we offer quality early learning programs led by certified teachers and staff. Our holistic approach focuses on social skills, emotional intelligence, mindfulness, and physical and intellectual development, ensuring each child feels at home and can express themselves fully. Our child-centric lesson plans encourage deep and meaningful play, while embracing unique personalities, cultural backgrounds, and developmental levels. Founded in 1996 by Paula Cosden and now led by Victoria Spencer and Duc Nguyen, Margaret George School continues to uphold a legacy of kindness and care while incorporating modern tactics and enriched outdoor environments. Our dedicated team of teachers and staff respond to each child's needs and abilities, promoting self-esteem, respect, and comfort in a safe learning environment.
Alicea-Macalin Myrna I
Alicea-Macalin Myrna I is a health institution located at 1201 Langhorne Newtown Road in Langhorne, Pennsylvania, United States. Our providers utilize the MyChart Patient Portal, an online platform that allows patients to access their health information, schedule appointments, request referrals, and more. St. Mary Medical Center, where Alicea-Macalin Myrna I is located, is a 371-bed hospital serving families in Bucks County and surrounding communities. Recognized as one of America's 100 Best Hospitals for three consecutive years, St. Mary offers advanced treatments, emergency services for adults and children, inpatient facilities, and health and wellness programs.
Team Health East/ Smmc: Dooley Shawn M
Team Health East/ SMMC: Dooley Shawn M is a health institution located at 1201 Langhorne Newtown Road in Langhorne, Pennsylvania, United States. Our providers utilize the MyChart Patient Portal, allowing patients to access their health information, lab results, medication refills, referrals, and schedule appointments and mammograms online. St. Mary Medical Center, a 371-bed hospital serving families in Bucks County and nearby communities, has been recognized as one of America's 100 Best Hospitals for three consecutive years. Offering advanced treatments, emergency services for adults and children, inpatient facilities, and health and wellness programs, St. Mary was named a Best Regional Hospital by U.S. News & World Report for 2023-24. Our outpatient services focus on advanced wound management, innovative treatments, and oxygen therapies with personalized treatment plans for optimal patient outcomes. With a legacy of compassion and commitment, inspired by the Sisters of St. Francis, St. Mary Medical Center continues to evolve and grow to meet the healthcare needs of the community, serving nearly 630,000 residents of Bucks County.
Robert C Boehner Accounting
Robert C Boehner Accounting is a financial institution located at 1302 Proline Place in Gettysburg, Pennsylvania, United States. Specializing in accounting and finance, we believe that you deserve a solid financial plan that aligns with your values and goals. Our mission is to provide you with the financial freedom to focus on what matters most in life, whether that be spending time with loved ones or building a legacy. As members of the National Association of Professional Financial Advisors (NAPFA), we follow an ethical standard held by less than 1% of financial advisors in the US. Our team is dedicated to providing you with trustworthy financial advice and support. We strive to lessen the worry and burden of money management so that you can focus on building relationships and living a fulfilling life.
Center for Social and Urban Research @PittCSUR
The Center for Social and Urban Research @PittCSUR, located at 3343 Forbes Avenue in Pittsburgh, Pennsylvania, is a research institution affiliated with the University of Pittsburgh. Established in 1972, the center serves as a valuable resource for researchers and educators in the social and behavioral sciences. With a focus on addressing regional and national policy issues, the center develops interdisciplinary research programs to tackle current domestic policy challenges. The center offers a range of services, including the acquisition and management of secondary data, operating as the National RRT Center on Family Support, and managing the Western PA Regional Data Center (WPRDC). In memory of colleagues Greg Six and Don Musa, the center continues to uphold their legacy by conducting high-quality research and providing valuable resources to the University community.
Covenant Insurance Group
Covenant Insurance Group is a trusted insurance agency located at 3621 East Market Street in York, Pennsylvania, United States. With offices across Pennsylvania, we are dedicated to providing the highest level of service and a variety of coverage options with a personal, friendly touch from our local agents. Our mission is to passionately understand the needs of our clients and build partnerships centered on them. We take pride in keeping our promises and ensuring that our clients are well taken care of. Whether you are a first-time homeowner, growing your family, a senior looking for senior care plans, a business owner, or involved in a ministry or house of worship, we are here to guide you through your insurance journey. At Covenant Insurance Group, we truly care about our clients and are committed to helping them find peace of mind and protection.
Waddell & Reed
Waddell & Reed is a reputable finance institution located at 3303 West 26th Street in Erie, Pennsylvania, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Waddell & Reed offers a wide range of financial services including investment planning, retirement planning, wealth management, and more. Their team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Waddell & Reed today to start planning for a brighter tomorrow.
Krisuk, Bruno & Associates - Ameriprise Financial Services, LLC
Krisuk, Bruno & Associates - Ameriprise Financial Services, LLC is a financial institution located at 212 Enclave Drive in New Castle, Pennsylvania, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states, providing personalized financial planning services. During the initial consultation, we discuss your financial goals and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are committed to helping you achieve your goals. Please visit our website or FINRA’s BrokerCheck website for more information. We value referrals and appreciate the opportunity to help your friends and family members with their financial needs. Contact us today to schedule a meeting and start planning for your financial future. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring that your investments are protected.
Secure Money Advisors
Secure Money Advisors is a trusted finance institution located at 504 South Main Street, Zelienople, Pennsylvania, United States. Our founder and president, Brian Quaranta, has a wealth of experience in the field and is dedicated to helping you navigate your retirement journey with low-risk investments. We prioritize getting to know our clients, gaining their trust, and helping them build a secure future. Our four-step process ensures that we develop the best investment plan for you. We offer a range of services, including retirement income strategies, IRA rollovers, legacy planning, and life insurance options. Our goal is to help you achieve long-term financial security and provide you with the results you need. With an impressive track record and high client retention rate, we invite you to schedule a meeting with us to see how we can assist you in reaching your retirement goals. Trust Secure Money Advisors to guide you towards a financially stable future.
True Wealth Design
True Wealth Design is a finance institution located at 2591 Wexford Bayne Road in Sewickley, Pennsylvania, United States. Our mission is to help our clients live better lives through smarter financial planning. We specialize in retirement, tax, and investment planning, providing complete integration of your financial life to give you clarity and confidence in pursuing your dreams while protecting your family's future. At True Wealth Design, we prioritize transparency and always act in your best interests as fiduciaries. Our team of highly credentialed professionals, including CFP®, CFA®, and CPA advisors with over 5 years of experience, are dedicated to providing you with objective advice and robust planning tailored to your unique financial goals.
Global Wealth Advisors
Global Wealth Advisors is a finance institution located at 2400 Ansys Drive in Canonsburg, Pennsylvania, United States. Our mission is to simplify the complex world of financial planning so that you can confidently pursue your dreams. With over 100 years of combined experience, our team of financial advisors offers custom-tailored solutions to help you plan for accumulation, protect your assets, and leave a legacy for future generations. We provide fee-based advice to ensure transparency and avoid surprises with commissions or hidden fees. At Global Wealth Advisors, we believe in providing personalized financial roadmaps for our clients. Whether you're worried about retirement, protecting your assets, or leaving a legacy, we are here to help. Our industry specialists offer a wide range of financial planning, tax reduction, investment, and charitable strategies to help you achieve your financial goals.
Confluence Financial Partners
Confluence Financial Partners is a wealth management firm located at 1000 Noble Energy Drive in Canonsburg, Pennsylvania, United States. Our mission is to help people plan for a brighter future by focusing on what matters most. We build long-lasting, trusted relationships with our clients by dedicating our team’s resources, energy, and passion into delivering value to each and every client. We work with individuals to define their unique financial, life, and legacy goals, and craft comprehensive plans designed to achieve them. Additionally, we work with business owners and entrepreneurs to build customized employer-sponsored retirement plans that help their employees take control of their retirement.
Waldron Private Wealth
Waldron Private Wealth is a boutique, independent wealth management firm located at 44 Abele Road in Bridgeville, Pennsylvania, United States. With a focus on simplifying the complexities of wealth, our experienced team works to integrate all aspects of wealth management to provide focused advice that enriches our clients' lives. Specializing in working with entrepreneurs, business owners, high-net-worth individuals, and driven professionals, we offer a bespoke process to help clients plan for the future and anticipate challenges and opportunities. Our services go beyond traditional wealth management, including Business Owner Advisory Services, Family Enterprise Services, and Personal CFO Services.
Heritage Wealth Advisors
Heritage Wealth Advisors, located at 409 Broad Street in Sewickley, Pennsylvania, is a finance institution dedicated to helping individuals and families grow, protect, and share their wealth. With a focus on multi-family offices, we offer a range of services tailored to your specific goals and needs. Our experienced team works closely with clients to develop integrated strategies that align with their values and aspirations. From investment planning to tax management, we provide comprehensive support to help you achieve financial independence and make a lasting impact in your community. Contact us to learn more about how Heritage Wealth Advisors can help you fulfill your purpose and secure your financial future.
Confluence Financial Partners
Confluence Financial Partners, located at 732 East McMurray Road in McMurray, Pennsylvania, is a wealth management firm dedicated to helping clients plan for a brighter future. With a focus on building long-lasting relationships, the team at Confluence Financial Partners works closely with clients to define their financial, life, and legacy goals, creating comprehensive plans to achieve them. Specializing in customized employer-sponsored retirement plans for business owners and entrepreneurs, Confluence Financial Partners strives to empower employees to take control of their retirement. Founded with the goal of setting a new standard in the financial services industry, the firm has quickly grown to serve over 2,400 families in 40 states.
Moore Financial Services
Moore Financial Services is a reputable finance institution located in Pittsburgh, Pennsylvania, United States. With a strong focus on providing top-notch financial solutions to individuals and businesses, Moore Financial Services offers a wide range of services including wealth management, investment planning, retirement planning, and insurance services. Their team of experienced financial experts is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth or protect your assets, Moore Financial Services is committed to providing personalized and professional financial advice tailored to your specific needs. Visit their office in Pittsburgh today to start your journey towards financial success.
Premier Wealth Partners - Ameriprise Financial Services, LLC
Premier Wealth Partners - Ameriprise Financial Services, LLC, located at 1570 Omega Drive in Pittsburgh, Pennsylvania, is a finance institution known for its commitment to providing comprehensive financial care to help clients with their wealth management strategies. As a Forbes Best-in-State Wealth Management Team for 2024, our team focuses on understanding our clients' dreams and goals, not just numbers, to create customized financial plans. We utilize consistent, disciplined processes and strategies to assist clients with the complexities of wealth management. Our services include estate planning and passing wealth to the next generation, where we work alongside attorneys and CPAs to guide families through the process. We address questions about wealth preservation, tax implications, asset distribution, and more, helping clients plan and prepare their legacy wishes for clarity and peace of mind.
Confluence Financial Partners
Confluence Financial Partners is a finance institution located at 1605 Carmody Court, Sewickley, Pennsylvania, United States. Our mission is to help people plan for a brighter future by focusing on what matters most. We build long-lasting, trusted relationships with our clients by dedicating our team’s resources, energy, and passion into delivering value to each and every client. Our comprehensive plans are carefully designed to achieve your unique financial, life, and legacy goals. We work with business owners and entrepreneurs to build customized retirement plans for their employees. With over 2,400 families in 40 states, we are one of the region’s fastest-growing organizations. Our goal is to help clients maximize their lives and legacies through thoughtful financial planning, intelligent investing, continual improvement, and exceptional service. Confluence Wealth Services, Inc. is an SEC-registered investment adviser, and investing involves risk. Contact us for timely answers from a financial advisor or visit our website for more information.
The Musuneggi Financial Group, LLC
The Musuneggi Financial Group, LLC is a finance institution located at 1910 Cochran Road in Pittsburgh, Pennsylvania, United States. With a focus on providing personalized financial planning and investment services, our experienced team is dedicated to helping clients achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, we offer comprehensive financial solutions tailored to your individual needs. Trust The Musuneggi Financial Group, LLC to guide you towards a secure financial future.
Strategic Wealth Management Group Ltd.
Strategic Wealth Management Group Ltd. is a finance institution located at 455 Valley Brook Road, McMurray, Pennsylvania, United States. As a division of NewEdge Capital Group, LLC, they offer investment advisory services through NewEdge Wealth, LLC, a registered investment adviser, and securities through NewEdge Securities, Inc., a member of FINRA/SIPC. Clients can trust in the expertise and professionalism of Strategic Wealth Management Group Ltd. and can verify their background on FINRA's BrokerCheck.
Michael Dukovich - RBC Wealth Management Financial Advisor
Michael Dukovich - RBC Wealth Management Financial Advisor is a reputable financial institution located at 1605 Carmody Court in Sewickley, Pennsylvania. As a trusted financial advisor, Michael Dukovich offers a wide range of services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, clients can expect expert guidance and support in managing their wealth. Whether you are planning for retirement, saving for education, or investing for the future, Michael Dukovich is dedicated to providing top-notch financial advice and solutions. Contact them today to schedule a consultation and take the first step towards securing your financial future.
Santia Foster Wealth Management Group
Santia Foster Wealth Management Group is a leading financial institution located at 1605 Carmody Court in Sewickley, Pennsylvania, United States. With a team of experienced financial advisors, we specialize in providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, our team is dedicated to providing expert guidance and tailored solutions to meet your unique needs. Trust Santia Foster Wealth Management Group to help you secure your financial future.
Franklin Madison Advisors
Franklin Madison Advisors is a boutique private wealth management institution located at 2009 Mackenzie Way in Cranberry Township, Pennsylvania. Specializing in serving first-generation tech professionals, our team is dedicated to helping you establish a strong financial foundation to live your legacy. Led by founder Peter Donisanu, a first-gen wealth manager with over two decades of experience, we offer clear, concise fee-only wealth management services tailored to meet the unique needs of tech workers. Our comprehensive approach includes financial planning, investment management, advanced tax strategies, risk management, wealth preservation, legacy and estate planning, and more. We believe in empowering our clients to make a lasting impact on their families and communities, and we are committed to providing institutional-grade expertise with a personalized touch.
Elevate Private Wealth Advisors
Elevate Private Wealth Advisors is a leading finance institution located at 2009 Mackenzie Way in Cranberry Township, Pennsylvania, United States. Our team of experienced advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships and delivering tailored solutions, we strive to elevate our clients' wealth and financial well-being. Contact us today to learn more about how we can help you secure your financial future.
Ronald D Jones Financial Services
Ronald D Jones Financial Services is a finance institution located at 101 Alwine Road, Saxonburg, Pennsylvania, United States. The institution specializes in providing holistic financial guidance to help individuals live their best lives and prepare for a strong future. They believe in leaving a legacy of love and financial security, emphasizing the importance of life insurance as a priority. With over 25 years of experience, Ronald D Jones Financial Services offers comprehensive financial advisory services to clients nationwide. Established in 1998 by Ronald D. Jones, the firm has grown from a local New York Life agency to a robust financial firm serving a diverse clientele.
Baird Private Wealth Management
Baird Private Wealth Management is a prestigious finance institution located at 99 West Sunbury Road in Butler, Pennsylvania, United States. Specializing in providing personalized wealth management services, Baird is dedicated to helping clients achieve their financial goals through tailored investment strategies and expert financial advice. With a strong focus on building long-term relationships and delivering exceptional service, Baird Private Wealth Management is committed to helping clients secure their financial future.
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