TOP 30 Legacy wealth management in Pennsylvania

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Legacy Solutions Inc. is a reputable finance institution located at 206 North Union Street in Kennett Square, Pennsylvania, United States. With years of experience in the financial industry, Legacy Solutions Inc. offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Legacy Solutions Inc. has a team of knowledgeable professionals ready to provide personalized solutions tailored to your specific needs. Visit Legacy Solutions Inc. today and take the first step towards securing your financial future.

Independence Wealth Services is a leading finance institution located at 260 Kennett Pike in Chadds Ford, Pennsylvania, United States. With a focus on helping clients achieve financial independence and prosperity, Independence Wealth Services offers a wide range of wealth management services including investment planning, retirement planning, estate planning, and more. Our team of experienced financial advisors is dedicated to providing personalized solutions tailored to each client's unique financial goals and needs. Trust Independence Wealth Services to help you secure your financial future and build lasting wealth.

Foundation Wealth Management is an independent wealth management firm located in the heart of downtown Media, Pennsylvania. Our mission is simple: to help individuals and families organize, grow, and preserve their wealth. As fee-only Registered Investment Advisors, we are legally held to a fiduciary standard, meaning we always put our clients' interests first. Our founding partners, Paul and Steve, have years of experience in the financial services industry and are dedicated to helping clients achieve their financial goals. We work with clients to create a personalized financial plan that aligns with their vision for the future.

Flagship Capital Management is a finance institution located at 400 West State Street in Media, Pennsylvania, United States. They specialize in providing personalized financial planning and investment management services to help clients achieve their financial goals. With a team of experienced professionals, Flagship Capital Management offers a comprehensive range of services including retirement planning, wealth management, and investment advisory services. They are committed to providing top-notch financial advice and strategies tailored to each client's unique needs and objectives.

Liberty Wealth Management Group - Morgan Stanley is a renowned financial institution located at 1650 Market Street in Philadelphia, Pennsylvania, United States. With a strong reputation for providing top-notch wealth management services, the institution offers a wide range of financial solutions to help clients achieve their financial goals. From investment planning to retirement strategies, Liberty Wealth Management Group - Morgan Stanley is dedicated to helping individuals and businesses build and preserve their wealth. With a team of experienced and knowledgeable financial advisors, clients can trust in the expertise and personalized attention they receive at this esteemed institution.

Cornerstone Wealth Management - UBS Financial Services Inc. is a premier wealth management institution located at 1735 Market Street in Philadelphia, Pennsylvania, United States. Specializing in finance, our team of experienced professionals is dedicated to providing comprehensive financial planning and investment strategies tailored to each client's unique needs and goals. With a focus on building long-term relationships based on trust and integrity, we strive to help our clients achieve financial success and security. Contact us today to learn more about our personalized services and how we can assist you in reaching your financial objectives.

CenturyPlus Wealth Management Group, a branch of UBS Financial Services Inc., is a prestigious financial institution located at 1735 Market Street in Philadelphia, Pennsylvania, United States. With a century-long legacy of providing top-notch wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, CenturyPlus Wealth Management Group is committed to providing personalized solutions tailored to your unique needs. Trust us to guide you towards financial success and peace of mind.

Kimberlee Orth - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 67 Wilmington West Chester Pike, Chadds Ford, Pennsylvania, United States. Kimberlee Orth 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMC®, Certified Kingdom Advisor®, CLU®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. These certifications demonstrate Kimberlee Orth's expertise in asset management, investment strategies, retirement planning, estate planning, and more. The institution offers comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and continuous education, Kimberlee Orth provides expert advice and guidance to help clients achieve their financial goals.

Mary Reopell is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 67 Wilmington West Chester Pike in Chadds Ford, Pennsylvania, United States. Mary holds multiple certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. She is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and ongoing education, Mary Reopell is committed to helping clients achieve their financial goals and secure their financial future.

Dale Morra - TD Wealth Financial Advisor is a trusted financial institution located at 42 East Baltimore Avenue in Media, Pennsylvania. As a dedicated financial advisor, Dale Morra provides expert guidance and personalized solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Dale Morra offers comprehensive services to meet your needs. With a commitment to excellence and a focus on client satisfaction, Dale Morra - TD Wealth Financial Advisor is the go-to destination for all your financial planning needs in the Media area.

Monument Wealth Advisors - Ameriprise Financial Services, LLC is a prestigious financial institution located at 100 North 18th Street in Philadelphia, Pennsylvania, United States. Recognized as one of Forbes Best-in State Wealth Management Teams for 2024, we offer personalized investment and asset allocation recommendations tailored to your individual goals and risk tolerance. Our team of experienced advisors will work with you to document your goals, regularly review your progress, and adjust your approach as life changes. With secure online access, you can track your investments and accounts anytime, anywhere. We specialize in helping clients plan for retirement, education, major purchases, and estate planning. Our advisors can collaborate with your attorney and CPA to guide you through the complexities of passing wealth to the next generation, ensuring your legacy wishes are fulfilled. Whether you are looking to preserve your wealth, navigate potential tax implications, or equitably divide your assets among loved ones, we are here to provide clarity and peace of mind.

Entrusted Legacy Law (Sharek Law Office, LLC) is a trusted legal institution located at 100 Pinewood Lane in Warrendale, Pennsylvania, United States. Specializing in estate planning, probate, and elder law, our experienced team is dedicated to helping clients protect their assets and create a lasting legacy for future generations. With a focus on personalized service and attention to detail, we strive to provide peace of mind and security for our clients and their loved ones. Contact us today to schedule a consultation and start planning for the future.

Dorko Wealth & Estate Planning is a trusted institution located at 999 Berkshire Boulevard in Wyomissing, Pennsylvania, United States. Specializing in financial, estate, and long-term care planning, our dedicated team is here to assist you with your legal needs. With over 30 years of experience, Jeffrey Dorko, our estate planning attorney, has helped countless families create personalized estate plans to protect their assets and loved ones. Whether you need help with probate, estate administration, or wealth planning, we are here to guide you through life's uncertainties. Contact us today to discuss your case and let us help you navigate the complexities of estate planning with compassion and professionalism.

Axias Wealth Advisors is a leading finance institution located at 381 Mansfield Avenue in Pittsburgh, Pennsylvania. Our team of experienced advisors is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Axias Wealth Advisors is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Legacy Capital is a multifaceted institution located at 921A North Bethlehem Pike in Ambler, Pennsylvania. Specializing in finance, general contracting, and real estate services, Legacy Capital is your go-to partner for all your investing needs. Whether you are looking to fund your real estate projects, fix and flip properties, or reposition rental properties, Legacy Capital offers hard money loans to help you access the capital you need. Their team of experts understands the challenges investors face and is dedicated to providing trustworthy and reliable financial solutions. With a focus on helping investors achieve cash flow faster, Legacy Capital offers a range of loan programs tailored to meet your specific needs. Clients rave about the exceptional service provided by the team at Legacy Capital, describing them as helpful, honest, knowledgeable, and professional. If you are looking for funding for your real estate ventures, Legacy Capital is the partner you can trust to help you succeed. Contact them today at (215) 600-3419 to expand your real estate empire now!

MFA Wealth is a reputable finance and insurance agency located at 650 Washington Road in Pittsburgh, Pennsylvania, United States. Our experienced team of professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies and comprehensive insurance solutions. With a focus on integrity and customer service, MFA Wealth is committed to providing top-notch financial guidance and protection to individuals and families in the Pittsburgh area. Contact us today to learn how we can help you secure your financial future.

Legacy Financial Consulting Services is a reputable finance institution located at 127 West 6th Street in Erie, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to providing personalized financial solutions to help our clients achieve their financial goals. Whether you are looking for retirement planning, investment management, or estate planning services, we are here to help. Trust Legacy Financial Consulting Services to guide you towards a secure financial future.

FamilyWealth Management Group is a premier financial institution located in Sewickley, Pennsylvania. Our team of experienced financial advisors is dedicated to helping families and individuals manage their wealth and achieve their financial goals. We offer a wide range of services, including investment management, retirement planning, estate planning, and more. At FamilyWealth Management Group, we prioritize personalized service and tailor our recommendations to each client's unique needs and objectives. Visit us at 2200 Georgetown Drive to learn how we can help you secure your financial future.

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.

Compass Wealth Management is a premier financial institution located at 2605 Nicholson Road in Sewickley, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help clients achieve their unique goals and secure their financial future. Whether you are planning for retirement, investing for the future, or seeking wealth management services, Compass Wealth Management is committed to guiding you in the right direction. Contact us today to schedule a consultation and take the first step towards financial success.

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.

Cedro Wealth Management is a leading financial institution located at 1000 Noble Energy Drive in Canonsburg, Pennsylvania, United States. Specializing in wealth management services, Cedro offers personalized financial planning and investment strategies to help clients achieve their financial goals. With a team of experienced financial advisors, Cedro Wealth Management is dedicated to providing expert guidance and tailored solutions for individuals and families looking to grow and protect their wealth. Trust Cedro Wealth Management to help you secure your financial future.

Johnston and Associates Private Wealth Advisors is a leading finance institution located at 400 Southpointe Boulevard in Canonsburg, Pennsylvania. Founded by Dana L. Johnston and Zackary R. Johnston, the firm offers personalized wealth management services tailored to meet the unique financial goals and needs of their clients. With a focus on building long-term relationships based on trust and integrity, Johnston and Associates provides comprehensive financial planning, investment management, and retirement planning services. Their team of experienced advisors is dedicated to helping clients achieve financial success and security.

Burton Wealth Management is a finance institution located at 602 Baldwin Street in Bridgeville, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We offer a range of services including investment management, retirement planning, estate planning, and more. At Burton Wealth Management, we prioritize building strong relationships with our clients and providing them with the guidance and support they need to secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.

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, 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.

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.

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 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 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.