TOP 30 Life strategy in Doylestown, Pennsylvania
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Secure Retirement Strategies
● ClosedSecure Retirement Strategies is a finance institution located at 3359 Durham Road in Doylestown, Pennsylvania, United States. Our team has years of experience helping clients build wealth to fund their retirements and provide for their families for generations to come. We offer professional financial retirement strategies to individuals and families throughout the US. Our retirement plans are tested and proven to work, tailored to fit your needs and withstand market changes. Our services include tax-free income strategies that allow you to accumulate wealth without paying taxes. Visit our main office in Doylestown to learn how to achieve your ideal retirement with Secure Retirement Strategies.
3359 Durham Rd, Doylestown, PA 18902, United States -
doylestown children adolescents therapy anxiety
● OpenDoylestown Children Adolescents Therapy Anxiety is a health institution located at 350 South Main Street in Doylestown, Pennsylvania, United States. Our dedicated team of professionals specializes in providing therapy and support for children and adolescents struggling with anxiety. We offer a safe and nurturing environment where young individuals can receive the care and guidance they need to overcome their challenges and build resilience. Our goal is to help each child develop coping strategies and tools to manage their anxiety effectively, ultimately leading to a happier and healthier life.
350 S Main St, Doylestown, PA 18901, United States -
This Must Be The Place (A Life Counseling Experience)
● ClosedThis Must Be The Place is a health institution located at 87 North Broad Street in Doylestown, Pennsylvania, United States. It offers a unique and casual counseling experience aimed at supporting individuals in developing healthy practices of thinking, being, and becoming. The institution is led by Laura Kate Tressler, a licensed professional counselor (LPC) with the Pennsylvania counseling license number PC# PA006768. For more information or to schedule an appointment, please contact Laura Kate at (215) 285-9100 or email her at [email protected].
87 N Broad St 2nd Floor, Doylestown, PA 18901, United States -
Helping Hands Family - ABA Therapy
● ClosedHelping Hands Family - ABA Therapy is a health institution located at 3790 West Drive, Pennsylvania, United States. The Clinical Director, Christina Bean, M.Ed., BCBA, LBS, leads a team that offers additional services such as Feeding Therapy and Occupational Therapy. The institution is known for its dedication to involving families in the treatment plan, with regular meetings scheduled with parents to discuss progress and strategies for adapting treatment into daily life. The staff at Helping Hands Family - ABA Therapy is passionate about helping children with autism, creating a collaborative environment where everyone works together to provide the best care possible. The clinic offers personalized treatment plans tailored to each child's unique needs, with a focus on play-based activities and positive reinforcement.
3790 West Dr, Center Valley, PA 18034, United States -
LifeWorks School
● OpenLifeWorks School is a renowned health institution located at 833 East Butler Avenue in Doylestown, Pennsylvania, United States. Our school is dedicated to promoting overall well-being and providing a supportive environment for individuals to thrive. With a focus on holistic health and wellness, we offer a range of programs and services to help students achieve their physical, mental, and emotional goals. Our experienced staff is committed to empowering individuals to lead healthy and fulfilling lives. Join us at LifeWorks School and embark on a journey towards a happier and healthier you.
833 E Butler Ave, Doylestown, PA 18901, United States -
Kuczura Susan PHD
● OpenKuczura Susan, PHD is a health institution located at 200 South Clinton Street in Doylestown, Pennsylvania, United States. Specializing in mental health and counseling services, Dr. Susan Kuczura offers personalized therapy sessions to help individuals navigate through life's challenges and improve their overall well-being. With a focus on holistic healing and evidence-based practices, Kuczura Susan, PHD provides a safe and nurturing environment for clients to explore their thoughts and emotions. Whether you are dealing with anxiety, depression, trauma, or relationship issues, Dr. Susan Kuczura is dedicated to helping you achieve mental and emotional wellness.
200 S Clinton St # 200, Doylestown, PA 18901, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a reputable finance institution located at 4259 West Swamp Road in Doylestown, Pennsylvania, United States. Our team of experienced advisors offers a wide range of financial services to help clients achieve their investment goals and secure their financial future. With a commitment to excellence and personalized service, Morgan Stanley Financial Advisors is dedicated to helping clients make informed decisions and navigate the complexities of the financial world. Visit us today to learn more about how we can help you reach your financial goals.
4259 W Swamp Rd Suite 400, Doylestown, PA 18902, United States -
Adam Older - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAdam Older is a Financial Advisor at Ameriprise Financial Services, LLC located on West Oakland Avenue in Doylestown, Pennsylvania, United States. Adam holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Adam is dedicated to helping individuals navigate complex financial decisions and achieve their financial goals. Contact Adam Older at Ameriprise Financial Services for personalized financial advice and guidance.
the doylestown private wealth building, Bldg, W Oakland Ave, Doylestown, PA 18901, United States -
Foundations Financial Partners
● ClosedFoundations Financial Partners is a leading finance and insurance agency located at 601 New Britain Road in Doylestown, Pennsylvania. Our team of experienced professionals is dedicated to providing personalized financial solutions for individuals and businesses alike. From retirement planning to wealth management, we offer a comprehensive range of services to help our clients achieve their financial goals. With a commitment to integrity and client satisfaction, Foundations Financial Partners is your trusted partner in building a secure financial future.
601 New Britain Rd Suite 525, Doylestown, PA 18901, United States -
Aventine Financial Group
● ClosedAventine Financial Group, located at 4259 West Swamp Road in Doylestown, Pennsylvania, is a finance institution dedicated to helping clients protect and grow their wealth while achieving financial peace of mind. As fiduciaries, they prioritize their clients' best interests, providing tailored solutions to improve their unique financial situations. The institution offers different levels of service, such as Aventine Platinum Client for customized investment strategies and Aventine Premium Client for personalized financial coaching. With a holistic approach and commitment to transparency, Aventine Financial Group uses innovative technology for tax-efficient, smart investing to help clients prepare for life's financial challenges. The institution is associated with the Financial Planning Association and employs CERTIFIED FINANCIAL PLANNER™ professionals to provide high-quality financial advice and services. Their partnership with Zoe Financial ensures that they work with the top 5% of wealth managers in the United States, offering clients a modern wealth platform to find and hire trusted financial advisors.
4259 W Swamp Rd Suite 302, Doylestown, PA 18902, United States -
Merrill Lynch Financial Advisor Christopher A Lewis
● ClosedMerrill Lynch Financial Advisor Christopher A. Lewis is a finance institution located at 600 Hyde Park, Doylestown, Pennsylvania, United States. Supported by the global resources of Merrill, this group is dedicated to building strong client relationships based on trust and personalized service. Christopher A. Lewis, a Senior Vice President and Wealth Management Advisor with over 30 years of experience, holds certifications such as CFP® and CRPC™, and is actively involved in various financial associations. The institution offers personalized financial strategies aligned with client goals, utilizing the investing capabilities of Merrill and banking solutions from Bank of America. Through conversations and assessments, the team helps clients prioritize and address their financial needs, whether it's planning for education, retirement, healthcare, or wealth preservation. With a focus on understanding client goals and priorities, the institution aims to create a customized investment approach to help clients achieve their financial objectives. As life and goals change, the institution provides tools and updates to ensure clients stay on track towards financial success. Working with a dedicated Merrill advisor means personalized investment strategies and access to comprehensive financial solutions from Bank of America. The institution is committed to helping clients live their best financial life by providing the latest investment insights, tips, and strategies.
600 Hyde Park, Doylestown, PA 18902, United States -
Merrill Lynch Financial Advisor Jon S Rosenwald
● ClosedMerrill Lynch Financial Advisor Jon S Rosenwald is a finance institution located at 600 Hyde Park, Doylestown, Pennsylvania, United States. Supported by the global resources of Merrill, the team at this institution is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. Senior Vice President and Wealth Management Advisor, Christopher A. Lewis, leads the team with over 30 years of experience. The team focuses on helping clients identify and prioritize their financial goals, offering personalized strategies using a disciplined approach to managing wealth. They provide access to investing capabilities of Merrill and banking solutions from Bank of America to help clients achieve their financial objectives. The team believes in developing a customized financial strategy aligned with each client's unique goals and aspirations. With a focus on understanding the client's investment preferences and goals, they offer personalized financial approaches to help clients pursue what matters most to them. The team at Merrill Lynch Wealth Management is dedicated to helping clients achieve their financial goals and stay on track, regardless of market fluctuations or changes in their life circumstances. They offer personalized investment strategies and comprehensive financial solutions to help clients live their best financial life. The team is committed to providing excellent one-on-one relationships with clients, offering guidance and support in every financial decision.
600 Hyde Park Suite 600, Doylestown, PA 18902, United States -
Jeffrey Jacoby - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenJeffrey Jacoby is a Private Wealth Advisor at Ameriprise Financial Services, LLC located on West Oakland Avenue in Doylestown, Pennsylvania, United States. Jeffrey Jacoby 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, 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 demonstrate Jeffrey Jacoby's expertise in various financial areas such as asset management, retirement planning, estate planning, investment strategies, and more. Jeffrey Jacoby is dedicated to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients.
the doylestown private wealth building, Bldg, W Oakland Ave, Doylestown, PA 18901, United States -
Kevin P Bondi - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKevin P Bondi is a Financial Advisor at Ameriprise Financial Services, LLC located at 48 West Oakland Avenue, Doylestown, Pennsylvania, United States. Kevin 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, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kevin specializes in providing financial advice and services to individuals and small business owners, with a focus on asset management, retirement planning, estate planning, and investment strategies. Kevin is dedicated to upholding the highest ethical standards and continuously expanding his knowledge to better serve his clients.
48 W Oakland Ave, Doylestown, PA 18901, United States -
Reiner Financial Group
● ClosedReiner Financial Group, located at 329 South Main Street in Doylestown, Pennsylvania, offers expert financial planning and advice to guide you through the various stages of your financial life. Whether you are in the pre-retirement years, transitioning into retirement, or focused on building your legacy, our team is here to help. During the pre-retirement years, we assist you in preparing for the transition from your career to financial independence. As you enter retirement, we ensure that you are financially prepared to enjoy this new phase of life. Our services cover portfolio income, asset management, tax planning, social security, and protection planning to help you achieve stability and security in retirement.
329 S Main St, Doylestown, PA 18901, United States -
Graham Financial Services
● OpenGraham Financial Services is a reputable finance institution located at 103 Hyde Park in Doylestown, Pennsylvania, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, insurance, or estate planning, our dedicated team is here to provide personalized solutions tailored to your unique needs. Trust Graham Financial Services to guide you towards a secure financial future.
103 Hyde Park, Doylestown, PA 18902, United States -
Merrill Lynch Financial Advisor Morgan Hayes
● ClosedMerrill Lynch Financial Advisor Morgan Hayes is located at 600 Hyde Park, Doylestown, Pennsylvania, United States. As part of the Barnish Micheals Group, we believe in building strong relationships through teamwork and involvement. Our team of advisors and wealth management client associates provide access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We strive to be your primary source for financial advice and guidance, valuing the dedication and diligence offered at each step of the financial planning process. We take the time to understand you as an individual and investor, collaborating with you to identify and understand your primary financial goals. With a focus on developing a personalized investment and planning approach, we aim to help you pursue your most meaningful goals. Your Merrill advisor is committed to being your financial ally, not just for you, but for future generations as well.
600 Hyde Park Suite 600, Doylestown, PA 18902, United States -
Merrill Lynch Financial Advisor Christian A Aguirre
● ClosedMerrill Lynch Financial Advisor Christian A Aguirre is a finance institution located at 600 Hyde Park, Doylestown, Pennsylvania, United States. Specializing in wealth management, the institution compares financial planning to flying a plane from New York to Los Angeles - it's crucial to make small course corrections along the way to ensure you reach your destination. The team at Aguirre-Jankowski Group is dedicated to keeping clients on track with their financial strategies, tailored to each individual's needs and constantly evolving to account for life's major events. With access to investment insights from Merrill and banking solutions from Bank of America, the Aguirre-Jankowski Group offers personalized financial approaches to help clients manage, grow, and preserve their wealth over time. The team begins every relationship with a conversation to identify and prioritize each client's financial goals, providing insights and resources to help them achieve their aspirations.
600 Hyde Park, Doylestown, PA 18902, United States -
Merrill Lynch Financial Advisor Kevin M Keaveney
● ClosedMerrill Lynch Financial Advisor Kevin M Keaveney is a finance institution located at 600 Hyde Park, Doylestown, Pennsylvania, United States. Kevin Keaveney has been with Merrill Lynch Wealth Management since 2004 and has held various leadership roles within the firm. As a member of the Debuque, Baltz, Keaveney & Associates team, Kevin is dedicated to understanding clients' goals and utilizing all available resources to help them achieve optimal outcomes. He holds a Bachelors in Economics from Rowan University and lives in Holland, PA with his wife and two daughters. Kevin is passionate about giving back to the community and sponsors a young girl in Nicaragua through Compassion International. At Merrill Lynch Wealth Management, Kevin focuses on building personalized financial plans centered on clients' goals and priorities. By starting with a conversation to identify and prioritize goals, Kevin helps clients navigate important financial decisions and trade-offs. Through the Investment Personality Assessment, Kevin gains a deeper understanding of clients' investing preferences to customize financial approaches that align with their objectives.
600 Hyde Park Suite 600, Doylestown, PA 18902, United States -
Merrill Lynch Financial Advisor Gregory Micheals
● ClosedMerrill Lynch Financial Advisor Gregory Micheals is located at 600 Hyde Park in Doylestown, Pennsylvania, United States. This institution specializes in finance and offers personalized wealth management strategies tailored to your individual goals and priorities. With access to the resources of Merrill and Bank of America, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. By understanding your financial situation and what matters most to you, they can design a customized investment approach to help you pursue your goals and manage investment risk. Whether you are planning for retirement, saving for a home, or funding a child's education, the team at Merrill Lynch is committed to helping you achieve financial success. With a focus on continual communication and adjustments to your financial approach as your life and goals change, they aim to keep you on track to reach what's most important to you. Partner with Merrill Lynch Financial Advisor Gregory Micheals to create a financial plan that reflects your unique needs and priorities, and receive the latest investment insights and strategies to help you live your best financial life.
600 Hyde Park Suite 600, Doylestown, PA 18902, United States -
Merrill Lynch Financial Advisor Matthew Jankowski
● ClosedMerrill Lynch Financial Advisor Matthew Jankowski is a finance institution located at 600 Hyde Park, Doylestown, Pennsylvania, United States. The institution specializes in wealth management, guiding clients towards their financial goals much like a pilot navigates a plane to its destination. With a focus on personalized financial strategies tailored to each client's needs, the Aguirre-Jankowski Group is committed to keeping clients on course towards their financial objectives. By utilizing the best practices and strategies available, the team ensures that every client can feel confident in their future financial security. The institution offers a range of services, including investment insights from Merrill Lynch and banking solutions from Bank of America, to help address clients' financial needs. Through in-depth conversations and the Investment Personality Assessment, the team gets to know clients better as investors in order to customize financial approaches that align with their goals and priorities. With tools to track life changes and reflect them in financial plans, the institution is dedicated to helping clients stay on track to achieve what matters most to them.
600 Hyde Park, Doylestown, PA 18902, United States -
Merrill Lynch Financial Advisor Carl J Koenig
● ClosedMerrill Lynch Financial Advisor Carl J Koenig is a finance institution located at 600 Hyde Park in Doylestown, Pennsylvania, United States. The team at Merrill Lynch believes in starting every relationship with a conversation to understand your goals and priorities. They offer personalized financial approaches to help you pursue your passions, transfer wealth to the next generation, and make informed investment decisions. The institution uses behavioral finance research to develop a customized investment strategy tailored to your preferences and goals. With access to investment insights from Merrill and banking solutions from Bank of America, they work with you to manage, grow, and preserve your wealth. The team at Merrill Lynch serves clients from all walks of life, providing thorough planning-based approaches that consider where you are and where you want to go. The advisors focus on achieving dividend growth and preserving assets during market volatility, while also offering lending services through Bank of America. They aim to help clients navigate financial decisions and achieve their goals, always putting clients' interests first. The team has received recognition for their exemplary client service and is committed to building strong client relationships based on trust and personalized service. Merrill Lynch Wealth Management Advisors help you create a financial approach that reflects your personality and priorities, tailored to your needs and goals.
600 Hyde Park Suite 600, Doylestown, PA 18902, United States -
Merrill Lynch Financial Advisor William P Lapp
● ClosedMerrill Lynch Financial Advisor William P Lapp is a renowned finance institution located at 600 Hyde Park, Doylestown, Pennsylvania, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including William P Lapp, clients receive personalized guidance to help them achieve their financial goals. Specializing in asset allocation, diversification, and investment strategies, Merrill Lynch offers a wide range of brokerage and investment advisory services. Additionally, insurance and annuity products are offered through Merrill Lynch Life Agency Inc., and trust and fiduciary services are provided by Bank of America Private Bank. With a team of highly qualified professionals, Merrill Lynch Financial Advisor William P Lapp is dedicated to helping clients make informed financial decisions. Please consult legal and tax advisors before making any financial decisions.
600 Hyde Park Suite 600, Doylestown, PA 18902, United States -
C&N Wealth Management
● OpenC&N Wealth Management is a finance institution located at 465 North Main Street in Doylestown, Pennsylvania, United States. Our Doylestown office, conveniently situated outside of Philadelphia, offers expert investment management services to help strengthen your business with the right solutions. Our friendly team can assist with trusts, wills, estate planning, retirement planning, and more. Katie Sellers, a Mortgage Loan Originator at C&N in the Doylestown Branch, brings over two decades of mortgage lending experience to her role. With a BS in Business Administration & Finance from Gwynedd Mercy University and previous experience at PNC Bank, Katie is dedicated to helping clients with residential mortgage loans to buy, build, or refinance their homes. She has achieved the prestigious President's Club multiple times for her outstanding sales and client satisfaction.
465 N Main St, Doylestown, PA 18901, United States -
Mengel Morse and Associates
● ClosedMengel Morse and Associates is a finance institution located at 350 South Main Street, Doylestown, Pennsylvania, United States. Founded in 2017 by Greg Mengel and Bob Morse, our team of experienced professionals is dedicated to providing holistic and tailored financial advice to help you achieve your most important goals. We offer comprehensive advice and financial strategies that are in your best interest, ensuring that you are informed and educated at every step of your financial journey. Whether you are looking to manage wealth, plan for the future, or explore life insurance options, our personalized approach will help you reach financial clarity and confidence. As part of Thrivent, a Fortune 500 company with over 100 years of financial expertise, we are committed to providing expert financial solutions and giving back to the communities we serve. Join us in building a more meaningful financial future and living a generous life. For more information, visit our website or contact one of our licensed financial advisors today.
350 S Main St # 310, Doylestown, PA 18901, United States -
Thomas Gearhart - Thrivent
● ClosedThomas Gearhart - Thrivent is a finance institution located at 350 South Main Street in Doylestown, Pennsylvania, United States. They are licensed in multiple states including AL, DE, FL, MA, MN, NC, NJ, PA, and VA. The institution offers financial planning services through their Financial Planning Framework, with the option to engage further through Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. Their services are provided by licensed financial advisors who are credentialed to provide investment advisory services. For more information on professional designations and requirements, visit their website. Please consult your attorney or tax professional for legal, accounting, or tax advice.
350 S Main St Ste 310, Doylestown, PA 18901, United States -
Dr. Chad Coren & Associates
● ClosedDr. Chad Coren & Associates is a boutique private psychology practice located at 10 South Clinton Street in Doylestown, Pennsylvania. Specializing in concierge psychologists and couple's counseling, we offer expert psychotherapy for individuals, couples, and families in the area. Our team of experienced clinicians provides therapy for a wide range of emotional concerns such as depression, anxiety, trauma, relationship conflict, and addictive tendencies. We work with executives, physicians, business owners, working professionals, couples, families, and young adults/teenagers who are seeking therapy that goes above and beyond expectations. Our goal is to help clients explore, identify, and resolve emotional barriers that may be impacting their ability to function, using a variety of coping strategies. Whether it's marital issues, co-parenting challenges, substance abuse, or developing healthier relationships, we are here to help. At Dr. Chad Coren & Associates, we offer Eye Movement Desensitization and Reprocessing (EMDR) therapy, a proven method for helping individuals recover from trauma, PTSD, anxiety, depression, and panic disorders. Our team also specializes in assisting high-functioning individuals who may feel stuck in their careers, relationships, or personal growth. We provide a safe space for clients to work through issues such as anxiety, depression, relationship conflicts, and addictive behaviors.
10 S Clinton St # 211, Doylestown, PA 18901, United States -
Bucks County Psychological
● ClosedBucks County Psychological is a private psychology practice located in Doylestown, Pennsylvania, offering counseling and expert psychotherapy services. Our team of Clinical Psychologists, Couple/Family Therapists, and Certified Counselors are dedicated to helping individuals, couples, and families overcome emotional concerns, relationship conflicts, and unhealthy tendencies. We specialize in treating the whole person and tailor our therapy methods to meet the unique needs of each client. Whether you're struggling with anxiety, depression, stress, or other challenges, we're here to support you on your journey towards positive change. Let us help you find clarity, focus, and reach your full potential. Contact us today to start your new journey towards a happier and healthier life.
10 S Clinton St #201, Doylestown, PA 18901, United States -
Center For Psychology & Counseling
● ClosedThe Center for Psychology & Counseling is a leading health institution located at 1960 South Easton Road in Doylestown, Pennsylvania, United States. Our dedicated team of psychologists and counselors provide a wide range of services to support individuals in achieving mental wellness and personal growth. From therapy sessions to psychological assessments, we offer personalized care to meet the unique needs of each client. Our compassionate and experienced staff are committed to helping individuals navigate through life's challenges and develop strategies for positive change. Contact us today to schedule an appointment and begin your journey towards improved mental health and well-being.
1960 S Easton Rd, Doylestown, PA 18901, United States -
Tony Lloret, Counselor
● ClosedTony Lloret, Counselor is a trusted health institution located at 4259 West Swamp Road in Doylestown, Pennsylvania. Specializing in counseling services, Dr. Tony Lloret provides professional guidance and support to individuals seeking mental health assistance. With a compassionate and understanding approach, Dr. Lloret helps patients navigate through their emotional challenges and develop coping strategies for a healthier and happier life. Visit Tony Lloret, Counselor for personalized and effective counseling services.
4259 W Swamp Rd Suite 404, Doylestown, PA 18902, United States
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