TOP 30 Life transition planning in Pennsylvania

310 results found

The Wealth Advisory Group of DiLauro Wracher & Thomas is a leading financial institution located at 463 Brush Run Road in Greensburg, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing personalized wealth management and financial planning services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we offer a comprehensive range of services tailored to meet the unique needs of each individual or family. Whether you are planning for retirement, investing for the future, or navigating a major life transition, our team is here to provide expert guidance and support every step of the way. Contact us today to learn more about how we can help you secure your financial future.

Covington Investment Advisors is a boutique finance institution located at 301 East Main Street in Ligonier, Pennsylvania. With a focus on building successful investment strategies from a planning perspective, our team guides clients through the stages of retirement, helping them accumulate, preserve, and enjoy their wealth. Whether facing expected or unexpected life events, we offer personalized solutions to help clients stay organized and gain financial clarity. Our unbundled approach allows us to create low-cost, customized retirement plans tailored to individual goals. Established in 2003, Covington Investment Advisors is a fee-only independent Federally Registered Investment Advisor, providing comprehensive wealth management services in the beautiful Laurel Highlands region. Our dedicated team, led by President and Lead Financial Advisor Patrick R. Wallace, includes experienced professionals in portfolio management, research analysis, and client services.

Robert Kosek - Ameriprise Financial Services, LLC is a finance institution located at 400 3rd Avenue, Kingston, Pennsylvania, United States. The institution offers a range of certifications and designations for its advisors, 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®, CERTIFIED FINANCIAL PLANNER™, 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 various aspects of financial planning, investment management, estate planning, retirement planning, and more. The advisors at Robert Kosek - Ameriprise Financial Services, LLC are highly trained professionals dedicated to providing expert financial advice and services to their clients.

PA Counseling Confluence and Jenner's PA is a health institution located at 520 Hugart Street in Confluence, Pennsylvania. Our dedicated team of counselors and healthcare professionals are committed to providing high-quality mental health services to individuals in need. Whether you are struggling with anxiety, depression, or any other mental health issue, our experienced staff is here to help you navigate through life's challenges. With a focus on personalized care and support, we strive to create a safe and welcoming environment for all of our patients. Contact us today to schedule an appointment and take the first step towards better mental health.

Daniel McDevitt is a financial advisor at Ameriprise Financial Services, LLC located at 2250 Hickory Road in Plymouth Meeting, Pennsylvania. As a finance institution, Ameriprise offers a range of financial services to help clients achieve their financial goals. Each Ameriprise advisor, including Daniel McDevitt, has their own "Top areas of focus" to tailor their services to meet the specific needs of their clients. Clients can review Daniel McDevitt's background, credentials, and experience to determine if his approach aligns with their financial goals. To schedule a complimentary initial consultation with Daniel McDevitt or to learn more about the services offered at Ameriprise Financial Services, LLC, clients can fill out the "Request consultation" form on the website.

Merrill Lynch Financial Advisor Johanna L Walters is a finance institution located at 470 Norristown Road, Blue Bell, Pennsylvania, United States. The institution is proud of their advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. They believe in setting the standard for exemplary client service. The team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The advisors focus on the things that matter most to you - family, goals, and priorities, even as they change over time. They believe in starting every relationship with a conversation to identify and prioritize your goals. By understanding your goals and priorities, they can help you create a personalized financial approach to help you pursue what matters most to you. The institution offers various rankings and recognitions from publications such as Barron's and Forbes, showcasing their commitment to excellence in client service. They offer personalized investment strategies and comprehensive financial solutions to help you achieve your financial goals. With access to the resources of Merrill and Bank of America, they can help you manage, grow, and preserve your wealth today and for the future. Let Merrill Lynch Financial Advisor Johanna L Walters help you achieve your financial goals and live your best financial life.

Junto Wealth LLC is a financial institution located at 656 E Swedesford Road, Wayne, Pennsylvania, United States. We are financial life planners dedicated to helping you achieve the highest return on life. Our goal is to be your financial friend on life's journey, valuing your story over just your numbers. Money is seen as a tool to make a fulfilling life, rather than the other way around. Inspired by Benjamin Franklin's Junto, we strive for collaboration and helping others reach their potential. Facing a world of problems, internal struggles, and transitional life events, we believe in making Essential Promises for success across the Financial Pillars. Trusts can make families wealthier and healthier, so organizing your financial matters now is crucial. Our Client Service SYSTEM, utilizing both digital and traditional methods, is designed to save you stress, time, energy, and money.

Merrill Lynch Financial Advisor Raymond P Attisano is a finance institution located at 600 Hamilton Street, Allentown, Pennsylvania, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. They focus on the things that matter most to clients, such as family, goals, and priorities, adapting as they change over time. The institution offers a comprehensive process to manage finances for families and businesses in the community, helping clients achieve their life priorities. Specializing in serving people transitioning to retirement, changing careers, small business owners preparing to sell their company, and next generation business owners, they provide advice in areas such as retirement planning, investments, long-term care planning, and more.

Christopher Burton - Thrivent is a finance institution located at 400 South Greenwood Avenue in Easton, Pennsylvania, United States. We specialize in providing financial planning and investment services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial solutions to individuals and families. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Christopher Burton - Thrivent is here to help you every step of the way. Visit us today to learn more about how we can assist you in reaching your financial aspirations.

Reiner 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.

Shrinivas Penugonda is a financial advisor at Ameriprise Financial Services, LLC located at 790 Penllyn Blue Bell Pike, Blue Bell, Pennsylvania, United States. He holds various certifications such as 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®, CERTIFIED FINANCIAL PLANNER™, 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®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Shrinivas Penugonda is dedicated to providing comprehensive financial advice to his clients.

Merrill Lynch Financial Advisor Jeffrey J Martinides, located at 1040 Stony Hill Road in Yardley, Pennsylvania, United States, offers personalized financial strategies to help clients pursue their goals. The Martinides Group at Merrill focuses on delivering customized solutions to address financial concerns and provide insights on overlooked issues. The team specializes in supporting corporate executives, individuals transitioning into retirement, businesses, and business owners. By utilizing a thoughtful planning approach, managing investments, and providing ongoing service, the team aims to add significant value to clients. The advisors at Merrill Lynch work closely with clients to understand their priorities, goals, risk tolerance, and time horizons in order to develop a tailored financial strategy. The team is dedicated to helping clients make informed investment decisions and trade-offs to achieve their meaningful goals. With access to the resources of Merrill and Bank of America, clients receive transparent guidance on potential risks and opportunities. The advisors at Merrill Lynch have received recognition for their exemplary client service, setting the standard in the industry. The team is committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, clients can create a personalized plan centered on their goals and aspirations. The team regularly reviews and adjusts the financial approach to reflect changes in clients' lives and the financial markets. By getting to know clients personally and understanding what matters most to them, the advisors at Merrill Lynch can offer a customized approach that aligns with their life priorities. With a focus on personalized investment strategies and comprehensive financial solutions, the team at Merrill Lynch is dedicated to helping clients achieve their goals.

College Ave Mt. Thor Rd is a bustling transit station located in Pennsylvania, United States. This convenient stop serves as a hub for commuters traveling to and from various destinations. With its strategic location and easy access to public transportation, College Ave Mt. Thor Rd is a popular choice for those looking to navigate the city efficiently. Whether you're headed to work, school, or simply exploring the area, this transit station is the perfect starting point for your journey.

Access College and Career Consultants, LLC is a premier institution located at 50 West Welsh Pool Road in Exton, Pennsylvania, United States. Our “College Bound” program offers personalized assistance in navigating the complex college selection process, making it more understandable and enjoyable. With first-hand experience and expertise, we help students develop and refine their college lists until the final choices are made. We offer flexible options for consultations, including Zoom, phone, and email. Our program for 8th, 9th, and 10th graders, known as “Career Wise,” is designed for students who want to explore academics, interests, and career opportunities. In addition to course selection, we provide guidance on summer programs, sports, enrichment experiences, and future career paths. Our approach is flexible, allowing for adjustments as the student grows and new opportunities arise. Consultations can be conducted via Zoom, phone, or email.

The College Advice Guy, located at 129 Morning Walk Drive in Warrington, Pennsylvania, is a comprehensive institution that provides expert guidance for high school students and their families as they navigate the college admissions process. With services such as high school success plans, course evaluations, testing assessments, and extracurricular involvement plans, The College Advice Guy takes the guesswork out of preparing for college. Founder Jay London is dedicated to helping students find the best-fitting college for them while also saving money through scholarship searches and financial aid maximization. From determining target colleges to receiving essay support and application assistance, The College Advice Guy offers a wide range of services to ensure a smooth transition into higher education.

The Transportation Department is a local government office located at 18492 Smock Highway in Meadville, Pennsylvania, United States. This department is responsible for overseeing and managing transportation infrastructure and services within the community. They work to ensure the safe and efficient movement of people and goods throughout the area. Services provided by the Transportation Department may include maintaining roads and bridges, managing public transportation systems, and regulating traffic flow. Their goal is to improve overall transportation accessibility and quality of life for residents in Meadville.

Orchard Place is a renowned institution located at 504 Orchard Avenue in Bellevue, Pennsylvania. With a commitment to providing high-quality care and support, Orchard Place offers a range of services to meet the needs of individuals and families in the community. From educational programs to counseling services, Orchard Place strives to empower individuals to reach their full potential and lead fulfilling lives. With a team of dedicated professionals, Orchard Place is a trusted resource for those seeking assistance and guidance. Visit Orchard Place today and discover the difference they can make in your life.

Monroe Meadows is a premier senior living community located at 200 Trefoil Court in Monroeville, Pennsylvania. Our facility offers a comfortable and secure environment for older adults looking for independent or assisted living options. With a range of amenities and services, including spacious living quarters, delicious dining options, and personalized care plans, residents can enjoy a fulfilling and enriching lifestyle. Our dedicated staff is committed to providing top-notch care and support to all residents, ensuring their well-being and happiness. Come experience the warm and welcoming atmosphere of Monroe Meadows and see why we are a trusted choice for senior living in Monroeville.

Welcome to Waters Edge Apartments, a stunning Larken Living community located in Bethlehem, Pennsylvania. Situated right by the Lehigh River, our community offers a peaceful and active lifestyle away from the hustle and bustle of the big city. Just minutes from Historic Downtown Bethlehem, residents can enjoy the vibrant 4th Street Shopping and Arts District, as well as annual events like Musikfest. At Waters Edge Apartments, we offer 1- and 2-bedroom apartments as well as 3-bedroom townhomes, all designed to make you feel right at home. Each home features updated appliances, dishwashers, and select units even have washers and dryers. Our dedicated on-site staff is always available to assist with any needs.

Pinnacle Way is an esteemed institution located in Tannersville, Pennsylvania, United States. Known for its dedication to excellence in education and professional development, Pinnacle Way offers a wide range of programs and courses designed to help individuals reach their full potential. With a team of experienced instructors and state-of-the-art facilities, students at Pinnacle Way receive a top-notch education that prepares them for success in their chosen field. Whether you are looking to advance your career or pursue a new passion, Pinnacle Way is the perfect place to start your journey towards a brighter future.

Sellersville Senior Apartments, located at 801 East Clymer Avenue in Sellersville, Pennsylvania, offers a premier Continuing Care Retirement Community (CCRC) experience. Nestled in the beautiful landscape of Bucks County, our community provides flexible and diverse independent living options, ensuring comprehensive support is always within reach. Our dedicated team delivers quality resident-centered personal care and healthcare with warmth and compassion, inspiring residents to live gracefully. Spanning 50 pristine acres, our community offers a variety of living options, from spacious Independent Living residential cottages and apartment homes to specialized care in our Healthcare Pavilion, Personal Care, and secure Memory Support neighborhood. With rich amenities and a prime location offering easy access to local attractions, residents can enjoy a fulfilling and connected community experience.

WellSpan Palliative and Supportive Care is a leading health institution located at 40 V-Twin Drive in Gettysburg, Pennsylvania, United States. Our dedicated team of healthcare professionals provides compassionate and comprehensive care for patients facing serious illness or end-of-life issues. We offer a range of services including pain management, emotional support, and assistance with decision-making to improve the quality of life for both patients and their families. Our goal is to provide comfort and support throughout the journey towards healing and acceptance.

JMP Benefits Group is a reputable insurance agency located in Butler, Pennsylvania, United States. With a team of experienced professionals, they specialize in providing a wide range of insurance solutions to meet the unique needs of their clients. Whether it's health, life, or disability insurance, JMP Benefits Group is dedicated to helping individuals and businesses find the right coverage at competitive rates. Their commitment to excellent customer service and personalized attention sets them apart in the industry. Contact JMP Benefits Group today to discover how they can help you protect what matters most.

Your Medicare Manager is a leading health insurance agency located at 1261 Center Road in Havertown, Pennsylvania. Our dedicated team specializes in helping individuals navigate the complex world of Medicare, ensuring they have the coverage they need to stay healthy and happy. Whether you are new to Medicare or looking to make changes to your current plan, our knowledgeable staff is here to provide personalized guidance and support. Trust Your Medicare Manager to be your partner in managing your healthcare needs and securing the best coverage options for your future.

MassMutual Greater Philadelphia is a leading insurance agency located at 333 City Avenue in Bala Cynwyd, Pennsylvania. Our team of dedicated professionals is committed to helping individuals and families protect their financial futures through a range of insurance products and services. With a focus on personalized solutions and exceptional customer service, we strive to be a trusted partner in helping our clients achieve their financial goals. Contact us today to learn more about how we can help you secure your future.

The Autism Outreach Center is a welcoming and supportive institution located at 375 Chestnut Street in Meadville, Pennsylvania, United States. Our center is dedicated to providing resources, education, and services for individuals with autism spectrum disorder and their families. Our team of experienced professionals work tirelessly to create a safe and inclusive environment where individuals with autism can thrive and reach their full potential. Whether you are seeking information, support, or guidance, the Autism Outreach Center is here to help. Visit us today and discover the difference we can make in the lives of those affected by autism.

Development of Greatness is a renowned institution located at 1807 North 54th Street in Philadelphia, Pennsylvania, United States. Our mission is to inspire and empower individuals to reach their full potential and achieve greatness in all aspects of their lives. We offer a wide range of programs and services designed to help our students develop their skills, talents, and passions. Whether you are looking to improve your academic performance, enhance your leadership abilities, or explore new career opportunities, Development of Greatness is the place for you. Join us and unlock your true potential today!

Christine Brodisch Wilson is a reputable health institution located at 1142 National Pike in Hopwood, Pennsylvania, United States. Specializing in providing top-notch medical care, this institution offers a wide range of services to meet the healthcare needs of its patients. With a team of dedicated doctors and healthcare professionals, Christine Brodisch Wilson strives to provide personalized and compassionate care to all individuals who walk through its doors. Whether you are in need of a routine check-up or treatment for a specific health issue, you can trust that you will receive the highest quality care at this esteemed institution.

Vocational & Psychological Services is a health institution located at 76 Jefferson Avenue in Sharon, Pennsylvania, United States. Our institution offers a range of services aimed at providing vocational and psychological support to individuals in need. Our team of experienced professionals are dedicated to helping clients navigate the challenges they may face in both their personal and professional lives. Whether you are seeking career guidance, counseling services, or support with mental health issues, Vocational & Psychological Services is here to help you achieve your goals and improve your overall well-being. Contact us today to learn more about how we can assist you on your journey to a healthier and more fulfilling life.

Psychological Counseling and Consulting Services Barbara A. Paglia, Ph.D. is a reputable mental health institution located at 40 Cohasset Drive in Hermitage, Pennsylvania, United States. Dr. Paglia offers expert psychological counseling and consulting services to individuals seeking support and guidance in managing their mental health and well-being. With a Ph.D. in psychology and years of experience, Dr. Paglia provides personalized treatment plans tailored to each client's unique needs and goals. Whether you are dealing with anxiety, depression, trauma, or relationship issues, Dr. Paglia is dedicated to helping you navigate through life's challenges and achieve emotional wellness. Contact Psychological Counseling and Consulting Services Barbara A. Paglia, Ph.D. today to schedule an appointment and take the first step towards a healthier mind and happier life.