Life insurance advisor in New Hope, PA
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David Mayfield - State Farm Insurance Agent
● OpenDavid Mayfield - State Farm Insurance Agent is a trusted insurance agency located at 7424 Haverford Avenue in Philadelphia, Pennsylvania. As an experienced insurance agent since 2012, David Mayfield is dedicated to helping individuals and families achieve their hopes and dreams by providing excellent service in auto, home, life, business, and health insurance. His friendly staff is well-equipped to assist with all insurance needs. Spring is the perfect time to reassess your life insurance needs, and David Mayfield's office is the ideal place to start. Whether you're starting a family, getting married, or experiencing other major life changes, reviewing your life insurance coverage ensures financial protection for your loved ones. Don't wait - reach out to David Mayfield for a free consultation and quote today.
7424 Haverford Ave, Philadelphia, PA 19151, United States -
Seth Walizer - State Farm Insurance Agent
● OpenSeth Walizer - State Farm Insurance Agent is a reputable insurance agency located at 2 Meridian Boulevard in Wyomissing, Pennsylvania, United States. With over 20 years of experience, Seth Walizer and his team proudly serve the community in Wyomissing, Sinking Spring, Blandon, Fleetwood, Reading, and surrounding areas in Lancaster and Berks County. As a 3rd generation State Farm Agent, Seth Walizer is dedicated to helping individuals and families protect their future with the right insurance coverage. From auto and homeowners insurance to renters insurance and life insurance, the agency offers a wide range of insurance products to meet your needs.
2 Meridian Blvd Ste 218, Wyomissing, PA 19610, United States -
United Retirement Advisor Group
● OpenUnited Retirement Advisor Group is a finance institution located at 992 Old Eagle School Road, Wayne, Pennsylvania, United States. We specialize in helping individuals build a spectacular life in retirement by establishing an income road map for years to come. Our goal is to provide greater certainty with a retirement plan that fits your lifestyle and aligns with your unique goals. At United Retirement Advisor Group, we understand that retirement is a different ballgame. Instead of growing your assets, you're focused on distribution, and we are here to help you navigate this new phase of your financial journey. Our team will work with you to create a retirement income strategy that you cannot outlive, using insurance products that fit your needs.
992 Old Eagle School Rd # 913, Wayne, PA 19087, United States -
Frank Policare - Financial Advisor, Ameriprise Financial Services, LLC
● OpenFrank Policare is a financial advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road in New Hope, Pennsylvania, United States. Frank Policare holds multiple 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, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Frank Policare's expertise in asset management, retirement planning, estate planning, insurance products, investment strategies, and financial planning for various client needs. Frank Policare is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a commitment to ethics and ongoing education, Frank Policare ensures that clients receive the highest level of service and expertise in their financial planning journey.
6444 Lower York Rd, New Hope, PA 18938, United States -
Pat Trauger - Financial Advisor, Ameriprise Financial Services, LLC
● OpenPat Trauger is a financial advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Pat Trauger 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 Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Pat Trauger offers comprehensive financial planning services for individuals and businesses, focusing on asset management, retirement planning, estate planning, insurance products, investment strategies, and more. With a commitment to ethical practices and ongoing education, Pat Trauger is dedicated to helping clients achieve their financial goals.
6444 Lower York Rd US 202, New Hope, PA 18938, United States -
Mackenzie Roedel - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMackenzie Roedel is a Financial Advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Mackenzie holds multiple 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, 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 cover a wide range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Mackenzie is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With expertise in various areas of financial planning, Mackenzie is committed to helping clients achieve their financial goals and secure their financial future.
6444 Lower York Rd US 202, New Hope, PA 18938, United States -
Nationwide Insurance: Michael R Savio
● OpenNationwide Insurance: Michael R Savio is an insurance agency located at 1 Market Place in New Hope, Pennsylvania, United States. They offer a variety of insurance coverage options, including auto insurance, home insurance, commercial insurance, and more. Their specialties include Agriculture, Auto, Commercial, Condo, Farm, Financial, Home, Life, Powersports, and Renters insurance. The agency is dedicated to helping you find the right insurance package for your needs, whether it's protecting your home, personal property, or business. The agents at Michael R Savio can help you understand the different types of insurance available and determine the appropriate level of coverage for you and your family. Contact them at (215) 862-2025 or visit them in person to get started on securing your financial future.
1 Market Pl, New Hope, PA 18938, United States -
Merrill Lynch Financial Advisor Andrew "Drew" Morrison
● OpenAt Merrill Lynch, Financial Advisor Andrew "Drew" Morrison and the Kish Morrison Group are dedicated to providing comprehensive wealth management services tailored to meet the unique needs of each client. Located in the heart of Pittsburgh, PA, our team offers insights on market trends and strategies to navigate potential opportunities and risks, all within a quick 15-minute consultation.Our Philosophy:We believe true wealth management extends beyond mere investment. Our holistic approach focuses on designing financial strategies that align with your most important goals, not just for your lifetime, but for generations to come. Whether you are accumulating wealth or looking to preserve it, we provide personalized attention and high-touch service to both high-net-worth clients and the emerging affluent. Core Principles:- Investment Manager Selection: We choose managers with consistent, favorable risk-adjusted returns and a tenure of five to ten years or more. - Asset Allocation: We believe asset allocation is the most crucial determinant of long-term investment returns. - Market Timing: We do not attempt to time the markets.
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Merrill Lynch Financial Advisor Michelle Kish
● OpenAt Merrill Lynch Financial Advisor Michelle Kish, we pride ourselves on providing expert financial advice and comprehensive wealth management services to individuals and families in all stages of their financial journey. Located in the heart of Pittsburgh, PA, our team at the Kish Morrison Group believes that true wealth management extends beyond mere investment strategies. We adopt a holistic approach to help you design financial plans that are aligned with your most significant life goals, not just for your lifetime but for generations to come.Our Philosophy: Our investment philosophy is grounded in core principles that prioritize risk-adjusted returns, long-term asset allocation, and tax efficiency. We carefully select investment managers with consistent performance records and emphasize a total return approach that includes both price appreciation and income generation. We avoid market timing and focus on creating strategies that are resilient and adaptable.Services Offered:
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Joseph D Amore - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Joseph D Amore - Associate Financial Advisor at Ameriprise Financial Services, LLC, located in the heart of New Hope, Pennsylvania. Situated at 6444 Lower York Road, our office is dedicated to providing exceptional financial advisory services tailored to meet your unique needs. Joseph D Amore is committed to guiding you through the complexities of financial planning with professionalism and expertise. As a trusted financial advisor, Joseph holds numerous prestigious certifications, ensuring a broad and deep understanding of various financial disciplines. With the AAMS™ (Accredited Asset Management Specialist™) designation, Joseph adheres to a strict code of ethics and has completed comprehensive coursework that equips him to address real-world asset management challenges. This certification covers critical topics such as asset allocation, investment strategies, estate planning, and more.
6444 Lower York Road, New Hope, Pennsylvania 18938, United States -
The James Taylor Agency, Inc.
● OpenThe James Taylor Agency, Inc. is a reputable insurance agency located at 17 Village Row in New Hope, Pennsylvania, United States. With a strong focus on providing personalized and reliable insurance solutions, our team of experienced professionals is dedicated to helping clients find the coverage that best fits their needs. Whether you are looking for auto, home, life, or business insurance, we are committed to offering exceptional service and competitive rates. Trust The James Taylor Agency, Inc. to protect what matters most to you.
17 Village Row, New Hope, PA 18938, United States -
Easter Seals Western and Central Pennsylvania
● OpenEaster 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:
5 Parkway Center Dr S, Pittsburgh, PA 15220, United States
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