Life insurance expert in Pennsylvania
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Shear Capital Group, LLC
● OpenShear Capital Group, LLC is a finance and insurance agency located at 2520 Mosside Boulevard, Monroeville, Pennsylvania, United States. We specialize in financial planning and wealth management services to help our clients make informed decisions in today's complex economy. Our team utilizes independent research and adheres to a fiduciary standard of care to always serve our clients' best interests. Services offered include financial planning, wealth management, pension consulting, and risk management. At Shear Capital Group, we have been providing financial advice and guidance for three generations and over 70 years. Our goal is to help you build and protect your legacy. Securities are offered through LPL Financial, member FINRA/SIPC, and investment advice is offered through Good Life Advisors, LLC, a registered investment advisor. Bradley Shear and Howard Shear may offer advisory services in all states, while Howard Shear may specifically work with residents of PA, FL, OH, and WV.
2520 Mosside Blvd, Monroeville, PA 15146, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a renowned finance and insurance agency located at 1331 Connellsville Street in Lemont Furnace, Pennsylvania, United States. With a strong reputation for providing comprehensive financial planning and insurance services, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their futures. Their team of experienced professionals offers personalized guidance and solutions to help clients navigate the complexities of financial planning and insurance. Trust Northwestern Mutual to provide expert advice and support in managing your finances and protecting your assets.
1331 Connellsville St #100, Lemont Furnace, PA 15456, United States -
Eckenrode Financial Group
● OpenEckenrode Financial Group is a reputable insurance agency located at 5642 Meridian Road in Gibsonia, Pennsylvania, United States. With a strong commitment to providing top-notch financial services and insurance solutions, Eckenrode Financial Group is dedicated to helping clients protect their assets and plan for their future. Their team of experienced professionals offers personalized assistance and expert advice to meet the unique needs of each individual or business. Whether you are looking for auto, home, life, or business insurance, Eckenrode Financial Group is here to help you navigate the complexities of the insurance industry and find the right coverage for your specific needs. Trust Eckenrode Financial Group to provide you with the peace of mind and security you deserve.
5642 Meridian Rd, Gibsonia, PA 15044, United States -
Shannon Sottile - Mosaic Wealth Consulting
● OpenShannon Sottile - Mosaic Wealth Consulting is a renowned finance and insurance agency located at 39 North 7th Street in Indiana, Pennsylvania, United States. With a team of experienced professionals, they provide expert financial advice and insurance solutions to help clients secure their financial future. Whether you are looking to invest, plan for retirement, or protect your assets, Shannon Sottile - Mosaic Wealth Consulting is committed to helping you achieve your financial goals. Visit their office today to learn more about their services and how they can help you navigate the complex world of finance and insurance.
39 N 7th St, Indiana, PA 15701, United States -
LUNA Financial Services LLC
● OpenLUNA Financial Services LLC is a reputable finance and insurance agency located at 1526 Oram Street in Scranton, Pennsylvania. Our dedicated team of professionals is committed to providing personalized financial solutions tailored to meet the unique needs of our clients. Whether you are looking for insurance coverage or seeking investment advice, LUNA Financial Services LLC is here to help you navigate the complexities of the financial world. Trust us to provide you with reliable and trustworthy services to secure your financial future.
1526 Oram St, Scranton, PA 18504, United States -
Derek J. DeSanto- Northwestern Mutual
● OpenDerek J. DeSanto- Northwestern Mutual is a renowned financial institution located at 52 Glenmaura National Boulevard in Moosic, Pennsylvania, United States. With a commitment to helping individuals and businesses achieve financial security and success, they offer a wide range of services including financial planning, investment management, retirement planning, and insurance solutions. Their team of experienced professionals work closely with clients to develop personalized strategies that align with their unique goals and objectives. Whether you are looking to build wealth, protect your assets, or plan for the future, Derek J. DeSanto- Northwestern Mutual is dedicated to providing expert guidance and support every step of the way.
52 Glenmaura National Blvd Ste 303, Moosic, PA 18507, United States -
Seasons Change Financial
● OpenSeasons Change Financial is a finance institution located at 222 Center Street in Tamaqua, Pennsylvania, United States. We are dedicated to helping individuals and businesses navigate their financial needs as seasons change. Our experienced team offers a range of services including financial planning, investment management, and retirement planning. Whether you are looking to grow your wealth or secure your financial future, Seasons Change Financial is here to help you every step of the way. Contact us today to schedule a consultation and see how we can assist you in achieving your financial goals.
222 Center St, Tamaqua, PA 18252, United States -
Paradigm Financial Group, Inc.
● OpenParadigm Financial Group, Inc. is a finance institution located at 120 Arrandale Boulevard in Exton, Pennsylvania, United States. At Paradigm, we specialize in crafting customized financial solutions to help our clients protect what matters most, prepare for life's milestones, and prosper through retirement. Our team of insurance specialists work independently to find the best property and casualty protection for your unique needs at the best possible price. Our college experts are well-versed in the financial aid system and can help you navigate it effortlessly to minimize college costs. Our D-SIDE® method ensures that we understand your current financial situation, future goals, and any challenges to be addressed. We then develop customized solutions to provide reliability, redundancy, and stability for our clients, even in uncertain times. We offer one-on-one consultations to assess your goals, present your financial picture, and provide insights on potential opportunities or blindspots.
120 Arrandale Blvd Suite 100, Exton, PA 19341, United States -
Pinnacle Advisor Group
● OpenPinnacle Advisor Group is a leading finance institution located at 2851 South Pike Avenue in Allentown, Pennsylvania, United States. We specialize in providing expert financial advice and services to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to helping individuals and businesses make informed decisions about their finances. Whether you are looking to invest, plan for retirement, or manage your wealth, Pinnacle Advisor Group is here to help you every step of the way. Contact us today to schedule a consultation and see how we can help you reach your financial pinnacle.
2851 S Pike Ave, Allentown, PA 18103, United States -
Legacy Planning Partners
● OpenLegacy Planning Partners is a finance institution located at 3440 Hamilton Boulevard, Allentown, Pennsylvania, United States. Our team is dedicated to helping you manage your global affairs so you can focus on the relationships that matter most. We are a firm of professionals committed to collaborating with you towards financial success. Recognized as one of the 2024 Forbes Best-In-State Wealth Management Teams and 2023 Forbes Best-In-State Wealth Advisors, our advisors are highly regarded in the industry. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Please note that information presented on this site is for informational purposes only and does not constitute an offer or solicitation for the sale or purchase of any product or security. Contact us today to learn more about how we can help you achieve your financial goals.
3440 Hamilton Blvd, Allentown, PA 18103, United States -
Sanderling Financial Group
● OpenSanderling Financial Group is a leading finance institution located at 43 Leopard Road in Paoli, Pennsylvania, United States. With a strong reputation for providing top-notch financial services, Sanderling Financial Group offers a range of investment and wealth management solutions tailored to meet the unique needs of their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Sanderling Financial Group is committed to providing expert guidance and personalized service every step of the way.
43 Leopard Rd #101, Paoli, PA 19301, United States -
Forthright Wealth Planning
● OpenForthright Wealth Planning is a leading finance institution located at 111 Grandview Avenue in Honesdale, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth planning strategies. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, our experts are here to provide expert guidance and support every step of the way. Trust Forthright Wealth Planning to help you secure a prosperous financial future.
111 Grandview Ave, Honesdale, PA 18431, United States -
Coordinated Wealth
● OpenCoordinated Wealth is a cutting-edge financial institution located at 3101 Freemansburg Avenue in Easton, Pennsylvania, United States. Specializing in comprehensive financial planning, our expert team works tirelessly to ensure that every dollar is optimized to improve your current situation and secure your future. At Coordinated Wealth, we believe in providing top-tier financial services to everyone, regardless of income or asset size. Our strategic approach is tailored to each individual, seamlessly integrating all aspects of your financial life to create a harmonious and personalized plan.
3101 Freemansburg Ave 1st Floor, Easton, PA 18045, United States -
Walsh & Nicholson Financial Group
● OpenWalsh & Nicholson Financial Group is a leading finance and insurance agency located at 119 West Wayne Avenue in Wayne, Pennsylvania, United States. With a strong focus on providing personalized financial solutions, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, insurance coverage, or retirement planning services, we are here to guide you every step of the way. Trust Walsh & Nicholson Financial Group to provide you with the expertise and support you need to make informed financial decisions.
119 W Wayne Ave, Wayne, PA 19087, United States -
Mercer Advisors Wealth Management
● OpenMercer Advisors Wealth Management is a finance institution located at 100 West Matsonford Road in Wayne, Pennsylvania, United States. At Mercer Advisors, we believe in helping successful individuals transition from wealth builders to wealth enjoyers. Our team of experts offers a comprehensive approach to wealth management, including financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. Our wealth advisors in the Radnor area are dedicated to helping you connect all the financial dots in your life, ensuring that your wealth is protected and grown effectively. With a focus on personalized service and a fiduciary responsibility, our advisors are here to make your financial goals a reality. From retirement planning to investment management, our team has the expertise to guide you towards financial success. Whether you're planning for the future or looking to enjoy the fruits of your labor, Mercer Advisors is here to help you achieve your financial goals.
100 West Matsonford Rd suite 4-200, Wayne, PA 19087, United States -
Center Valley Satellite Office
● OpenThe Center Valley Satellite Office is a finance and insurance agency located at 3701 Corporate Parkway in Pennsylvania, United States. Our dedicated team of professionals is committed to providing top-notch financial and insurance services to individuals and businesses in the Center Valley area. With a focus on personalized attention and tailored solutions, we strive to help our clients achieve their financial goals and protect their assets. Whether you need help with investment planning, retirement options, insurance coverage, or other financial matters, our experts are here to assist you every step of the way. Visit us at the Center Valley Satellite Office for expert guidance and support in managing your finances and securing your future.
3701 Corporate Pkwy #320, Center Valley, PA 18034, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 1000 Continental Drive in King of Prussia, Pennsylvania, United States. With a strong reputation for providing top-notch financial planning and insurance services, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their futures. Their team of experienced financial advisors and insurance agents work closely with clients to create personalized strategies that align with their unique needs and objectives. Whether you are looking to plan for retirement, protect your assets, or build wealth, Northwestern Mutual is committed to providing expert guidance and support every step of the way.
1000 Continental Dr # 695, King of Prussia, PA 19406, United States -
PTM Wealth Management, LLC
● OpenPTM Wealth Management, LLC is a finance and insurance agency located at 1501 Lower State Road in North Wales, Pennsylvania, United States. Our institution specializes in providing comprehensive wealth management services to individuals and businesses, helping them achieve their financial goals and secure their financial future. With a team of experienced professionals, we offer personalized financial planning, investment management, insurance solutions, and retirement planning services. Contact us today to learn more about how we can help you with your financial needs.
1501 Lower State Rd Building D, North Wales, PA 19454, United States -
Cavria Advisors, LLC
● OpenCavria Advisors, LLC is a finance institution located at 200 Barr Harbor Drive in Conshohocken, Pennsylvania, United States. They specialize in providing comprehensive wealth management services to individuals, families, business owners, and institutions. Their team of experienced professionals takes a collaborative approach to navigating the complexities of wealth, offering integrated investment, planning, and tax solutions. With backgrounds in academia, management consulting, wealth advisory, and family-office management, Cavria Advisors brings unique and diverse perspectives to their clients. They challenge conventional wisdom in modern finance, providing bespoke access to institutional-caliber strategies and conducting extensive manager due diligence.
200 Barr Harbor Dr #400, Conshohocken, PA 19428, United States -
Keristen Bazile: Primerica - Financial Services
● OpenKeristen Bazile: Primerica - Financial Services is a finance and insurance agency located at 261 Old York Road in Jenkintown, Pennsylvania, United States. With a focus on providing comprehensive financial services, including investment strategies, retirement planning, and insurance solutions, the institution is dedicated to helping individuals and families achieve their financial goals. With a team of experienced professionals, Keristen Bazile: Primerica offers personalized guidance and tailored solutions to meet the unique needs of each client. Whether you are looking to secure your financial future or protect your assets, this institution is committed to providing expert advice and top-notch service.
261 Old York Rd #505, Jenkintown, PA 19046, United States -
RetireUS
● OpenRetireUS is a finance and insurance agency located at 2301 Cherry Street in Philadelphia, Pennsylvania. Our FREE Financial Checkpoint can assess your retirement timeline, tax planning, and red flags in just 4 minutes. We believe in financial freedom through wellness and expert advice, helping you organize your finances, build strong financial habits, and work with licensed professionals to achieve your goals. Our platform is designed to help you build habits around financial wellness and wealth creation, with a CERTIFIED FINANCIAL PLANNER™ creating a goal-based strategy for your investments and household cash flow. When you work with RetireUS, you'll have a dedicated professional to answer financial questions, implement a plan, and keep your investments and savings aligned with your goals. Our instant financial wellness check and 4-minute quiz will evaluate your financial planning progress, identify issues, and provide recommendations for next steps. Once you choose a plan, your advisor will meet with you virtually to discuss financial goals, analyze investments, and begin the RetireUS Planning Cycle.
2301 Cherry St UNIT C1, Philadelphia, PA 19103, United States -
Robin G. Torres, MD
● OpenRobin G. Torres, MD is a healthcare institution located at 195 Memorial Drive in Everett, Pennsylvania, United States. This institution offers services for both adult and pediatric patients, with the ability to search and schedule appointments with providers. The patient portals provided by Robin G. Torres, MD allow for convenient and secure access to health information, including messaging with doctors, appointment scheduling, viewing test results, and more. One of the services offered by Robin G. Torres, MD is heart screenings, which can be done in-person or virtually through experts at UPMC. UPMC is a world-renowned, nonprofit healthcare provider and insurer committed to delivering exceptional, people-centered care and services. Affiliated with the University of Pittsburgh Schools of the Health Sciences, UPMC is dedicated to shaping the future of health through innovation, research, and education.
195 Memorial Dr #6, Everett, PA 15537, United States -
Lincoln Financial Advisors
● OpenLincoln Financial Advisors is a reputable finance and insurance agency located at 1787 West 26th Street in Erie, Pennsylvania, United States. With a dedication to providing top-notch financial and insurance services, our team of experienced advisors is committed to helping clients achieve their financial goals and secure their future. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Lincoln Financial Advisors is here to provide expert guidance and personalized solutions tailored to your specific needs. Trust us to help you navigate the complexities of the financial world and make informed decisions that will benefit you in the long run. Visit us today and let us assist you in building a secure financial foundation for tomorrow.
1787 W 26th St, Erie, PA 16508, United States -
Terry Hokaj - Thrivent
● OpenTerry Hokaj - Thrivent is a finance institution located at 3800 West 12th Street in Erie, Pennsylvania, United States. As a licensed financial professional in multiple states, including AZ, CA, CO, MD, NY, OH, PA, SC, TN, and VA, Terry Hokaj provides personalized financial guidance to help clients reach their goals. By understanding each client's unique financial situation and needs, Terry Hokaj develops tailored financial strategies to help them make informed decisions and move forward towards their objectives. Services may include cash flow allocation, investment diversification, and risk reduction through life insurance. Thrivent, the marketing name for Thrivent Financial for Lutherans, offers insurance products, securities, and investment advisory services through its subsidiary Thrivent Investment Management Inc. Clients can further their planning engagement with Thrivent through its Dedicated Planning Services for a fee. It's important to note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their own professionals in those areas. For more information about Thrivent's services and financial advisors, visit thrivent.com.
3800 W 12th St Ste 105, Erie, PA 16505, United States -
Crash Proof Retirement
● OpenCrash Proof Retirement, located at 2700 Horizon Drive, King of Prussia, Pennsylvania, is a finance institution founded by Retirement Phase Expert Phil Cannella. With a mission to educate investors on protecting their nest eggs in preparation for retirement, Crash Proof Retirement offers a unique retirement strategy that focuses on growing and preserving principal investments without market risk. The institution boasts over 5,000 Crash Proof® Consumers who have the potential to earn double-digit interest returns annually. The Crash Proof Retirement System, developed by Phil Cannella, utilizes interest-bearing investment vehicles that safeguard gains even during market downturns. The institution's team of Crash Proof® Analysts conduct a Financial MRI on clients' investment portfolios to identify risks to their retirement future and offer customized solutions. Clients can request a complimentary Annual Review to modify strategies within their Crash Proof Retirement System, tailored to their financial concerns and retirement goals. Phil Cannella and Joann Small personally train all Crash Proof Consumer Advocates, ensuring clients receive top-notch support at the institution's Headquarters in King of Prussia and South Florida Regional Office in Palm Beach Gardens. Crash Proof Retirement is a philosophy-driven institution that emerged from the financial collapse of 2001, offering consumers a unique investment strategy with Crash Proof Investments that protect against market volatility and fees. With a focus on consumer-driven recommendations and no up-front costs, Crash Proof Retirement stands out as a reliable and secure option for retirement planning. Attendees can register for educational events hosted by Phil Cannella to learn more about Crash Proof Investments and financial solutions guaranteed by the life insurance industry. By sharing his personal experience and commitment to protecting retirement savings, Phil Cannella has established Crash Proof Retirement as a trusted institution for secure and successful retirement planning.
2700 Horizon Dr #300, King of Prussia, PA 19406, United States -
Merrill Lynch Financial Advisor Mark A Gombita
● OpenMerrill Lynch Financial Advisor Mark A Gombita is a finance institution located at 101 West Avenue, Jenkintown, Pennsylvania, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and the District of Columbia, clients are guided towards achieving their desired financial goals. The institution emphasizes that investing involves risk and it is important to consult legal and tax advisors before making financial decisions. Offering a broad range of brokerage, investment advisory, and other services, Merrill Lynch aims to provide personalized financial solutions to clients. With a focus on asset allocation, diversification, and rebalancing, the institution helps clients navigate the complexities of the financial world. Additionally, Merrill Lynch offers insurance and annuity products through Merrill Lynch Life Agency Inc., as well as trust and fiduciary services through Bank of America Private Bank. With a strong commitment to providing informative and useful services, Merrill Lynch strives to help clients make informed financial decisions.
101 West Ave, Jenkintown, PA 19046, United States -
Nick Rawlins Wealth Advisor Washington Financial
● OpenNick Rawlins Wealth Advisor Washington Financial is a leading finance institution located at 77 South Main Street in Washington, Pennsylvania. Our team of experienced advisors are 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 grow your wealth, we are here to provide expert guidance and support every step of the way. Trust Nick Rawlins Wealth Advisor Washington Financial to help you secure a stable financial future.
77 S Main St, Washington, PA 15301, United States -
Kades Margolis Corporation
● OpenKades Margolis Corporation is a reputable financial institution located at 1720 Washington Road in Washington, Pennsylvania, United States. With a strong focus on providing personalized financial solutions and expert advice, Kades Margolis Corporation has been serving clients in the area for years. Whether you are looking for retirement planning, investment management, or estate planning services, their team of experienced professionals is dedicated to helping you achieve your financial goals. Trust Kades Margolis Corporation for all your financial needs.
1720 Washington Rd, Washington, PA 15301, United States -
LTC Financial Partners
● OpenLTC Financial Partners is a comprehensive finance, health, and insurance agency located at 3340 River Road in Beaver, Pennsylvania, United States. Specializing in long-term care planning, they offer a range of services to help individuals and families navigate the complex world of insurance and financial planning for their future. With a team of experienced professionals, LTC Financial Partners is dedicated to providing personalized solutions and expert guidance to ensure clients are prepared for whatever the future may hold.
3340 River Rd, Beaver, PA 15009, United States -
Christine O'Brien - Prudential Financial
● OpenChristine O'Brien - Prudential Financial is a reputable finance and insurance agency located at 287 Mc Clure Avenue in Sharon, Pennsylvania, United States. With a focus on providing personalized financial planning and insurance solutions, the institution is dedicated to helping individuals and families achieve their financial goals and protect their assets. With a team of experienced professionals, Christine O'Brien - Prudential Financial offers a wide range of services including retirement planning, investment management, insurance coverage, and more. Whether you are looking to secure your financial future or protect your loved ones, this institution is committed to providing expert guidance and support every step of the way.
287 Mc Clure Ave, Sharon, PA 16146, United States
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