TOP 30 Best Long term financial planning in Indiana, Pennsylvania

Holiday Financial Services is a reputable finance institution located at 2340 Warren Road in Indiana, Pennsylvania, United States. Our dedicated team of financial experts is committed to providing top-notch financial services to individuals and businesses in the area. Whether you need assistance with investments, loans, or financial planning, we are here to help you achieve your financial goals. Visit us today and experience the personalized and professional service that sets us apart from the rest.

Edward Jones - Financial Advisor: Jared Lowry is a reputable finance institution located at 266 South 7th Street in Indiana, Pennsylvania, United States. Jared Lowry and his team offer personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships, they provide comprehensive financial planning, investment strategies, retirement planning, and more. Whether you are looking to grow your wealth, plan for retirement, or save for your children's education, Edward Jones - Financial Advisor: Jared Lowry is dedicated to helping you secure a stable financial future.

Upstreet Financial is a leading financial institution located at 922 Philadelphia Street in Indiana, Pennsylvania. Our dedicated team of experts provides a wide range of financial services to help our clients achieve their goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Upstreet Financial is here to help. With a commitment to excellence and personalized service, we strive to build long-lasting relationships with our clients and help them navigate the complex world of finance with confidence. Visit us today to learn more about how Upstreet Financial can help you reach your financial goals.

Ameritas Financial Services of Western PA is a reputable insurance and financial services organization located at 1730 Philadelphia Street, Indiana, Pennsylvania. With a history dating back to 1929, our experienced financial professionals offer a range of services including life insurance, annuities, retirement plans, investments, and banking services. We take the time to listen to your goals and provide customized recommendations to help you achieve financial security for yourself, your family, or your business. Our representatives are dedicated to helping clients in the Tri State area with their insurance and financial needs. Visit our website to watch informative videos and learn more about how Ameritas Financial Services can help you plan for a secure financial future.

Upstreet Financial - Frank C Kinter Jr is an insurance agency located at 922 Philadelphia Street in Indiana, Pennsylvania, United States. With a focus on providing top-notch insurance services to individuals and businesses, they offer a wide range of insurance products to meet the diverse needs of their clients. Whether you are looking for health, life, auto, or home insurance, their team of experienced professionals is dedicated to helping you find the right coverage at the best possible rates. Trust Upstreet Financial - Frank C Kinter Jr to protect what matters most to you.

Infirst Financial Advisors LLC is a finance institution located at 949 Philadelphia Street in Indiana, Pennsylvania, United States. Our team of experienced financial advisors offers personalized and comprehensive financial planning services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or manage your wealth, our dedicated team is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Premier Financial Associates is a leading finance institution located at 665 Philadelphia Street in Indiana, Pennsylvania, United States. Specializing in providing personalized financial solutions, Premier Financial Associates offers a wide range of services including wealth management, retirement planning, investment strategies, and more. With a team of experienced financial advisors, Premier Financial Associates is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to learn how we can help you secure your financial future.

Edward Jones - Financial Advisor: Geri L Defilippi is a reputable financial institution located at 2340 Warren Road in Indiana, Pennsylvania, United States. As a dedicated financial advisor, Geri L Defilippi provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Geri L Defilippi offers expert advice on investments, retirement planning, and wealth management. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Geri L Defilippi is committed to providing tailored solutions to meet your individual needs. Trust in the expertise and experience of Geri L Defilippi at Edward Jones for all your financial planning needs.

Robert William Thompson, a financial advisor at Ameriprise Financial Services, LLC, located at 800 Philadelphia Street in Indiana, Pennsylvania, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Robert provides investment and asset allocation recommendations tailored to each client's needs. Regular meetings and progress reviews ensure that strategies are adjusted as life changes. Clients have secure access to their accounts and investments from any device. Interested individuals can schedule a complimentary initial consultation to learn more about how Robert can help them secure a confident financial future. Please note that investment products are not insured by the FDIC, NCUA, or any federal agency and involve risks. Securities are offered by Ameriprise Financial Services, LLC, with Robert William Thompson conducting business only in states where properly registered. Privacy and security are a top priority for Ameriprise Financial Services, LLC, with a focus on protecting client information. Referrals are appreciated, and Robert looks forward to helping friends and family members achieve their financial goals.

Merrill Lynch Financial Advisor Scott G Weber, located at 682 Philadelphia Street in Indiana, Pennsylvania, is a finance institution dedicated to simplifying and improving the financial circumstances of individuals, institutions, and families. The Mackey Weber Group, headed in Indiana, works closely with clients to focus on their specific goals and develop personalized financial strategies. With insights from Merrill and resources from Bank of America, the team addresses complex challenges and helps clients prioritize personal goals such as education funding, retirement planning, healthcare costs, and wealth preservation. The team, consisting of experienced financial advisors with over 60 years of combined experience, is committed to putting clients at the center of the planning process. Whether you are a medical professional, business owner, or part of a non-profit organization, the Mackey Weber Group offers tailored financial solutions to meet your unique needs and challenges. From structuring 401k plans for businesses to managing investments for non-profit entities, the team provides comprehensive financial services to help clients achieve their goals.

Ameritas Financial Services Corporation is a finance institution located at 31 Universal Drive in Punxsutawney, Pennsylvania, United States. They also have additional offices in Pittsburgh, Indiana, Foster Plaza, and DuBois. Ameritas Financial Services of Western PA offers a range of insurance, financial, securities, and investment services. Their team of representatives are dedicated to providing expert advice and assistance to help clients achieve their financial goals. Contact them at the Punxsutawney office at 814-938-5080 or visit their website for more information. Please note that Ameritas Investment Company, LLC (AIC) and Ameritas Advisory Services (AAS) are separate entities from Ameritas Financial Services of Western PA.

Jen Hoffman - State Farm Insurance Agent is a local insurance agency located in Homer City, Pennsylvania, United States. We pride ourselves on being a valuable resource for our customers and the community we serve, providing easy to understand insurance options. Our customers love doing business with us because we make it easy and convenient, offering honest, friendly, and personal attention from knowledgeable professionals in a home-like office environment. Whether you need Auto Insurance, Homeowners Insurance, Life Insurance, Health Insurance, or assistance with retirement planning, our team is here to help. We have been proudly serving State Farm customers since 2006, and we are dedicated to providing high-level service and expertise to meet your insurance needs.

Panichelle Insurance | New Alexandria Insurance is a trusted finance and insurance agency located at 8279 U.S. 22, New Alexandria, Pennsylvania, United States. With over 31 years of experience, our team of insurance specialists is dedicated to providing comprehensive insurance services for your auto, home, life, or business needs. We are now the proud owners of R&R Insurance of Greensburg, and remain committed to insuring all your weekend toys. Our strategic expansion includes multiple locations in Murrysville, Latrobe, New Alexandria, and Indiana, allowing us to cater to a broader customer base while increasing our brand recognition in diverse markets. In addition to auto insurance, we offer a wide range of insurance products such as home, life, and commercial insurance solutions, providing a one-stop-shop for all your insurance requirements.

Catlos Larry A CLU ChFC CFP MSFS is a prestigious finance and lawyer institution located at 674 Philadelphia Street in Indiana, Pennsylvania, United States. With a team of highly qualified professionals, including Certified Life Underwriters (CLU), Chartered Financial Consultants (ChFC), Certified Financial Planners (CFP), and Masters of Science in Financial Services (MSFS), they offer expert financial planning and legal services to their clients. Whether you are looking for retirement planning, estate planning, or investment advice, Catlos Larry A CLU ChFC CFP MSFS is dedicated to helping you achieve your financial goals with personalized and comprehensive strategies.

White Oak Wealth Partners, located at 100 State Street in Erie, Pennsylvania, specializes in creating financial plans and sophisticated tax strategies for business owners, executives, and affluent families. If you're unsure about when you can retire and what lifestyle you'll be able to support, their team of independent advisors can help. They will assess your resources for retirement, determine how much you'll need, when you can retire, and what rate of return you should aim for on your investable assets. Their tax-focused approach aims to minimize asset erosion due to taxation. Please note that specific individualized tax advice is not provided, and it is recommended to discuss your specific tax issues with a qualified tax advisor. White Oak Wealth Partners' transparent fee structure aligns their compensation with your long-term goals, allowing them to create highly sophisticated strategies while delivering exceptional service.

Easter 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:

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Emerest Health of Pennsylvania Address: 2801 Freeport Rd, Natrona Heights, PA 15065, United States

At Great Lakes Commercial Roofing, LLC, we specialize in a wide range of commercial roofing solutions tailored to meet the needs of businesses across seven different states. Established in 2014 by Kenneth Byler, our company has grown from humble beginnings to a leading name in the roofing industry, thanks to our commitment to quality, integrity, and customer satisfaction.

Welcome to Great Lakes Commercial Roofing, LLC, where we set the industry standard in commercial roofing solutions. Founded by Kenneth Byler in 2014, our mission is to provide fast, reliable roofing services that bring smiles to building owners across seven states. Our dedication to quality and service has allowed us to expand steadily, ensuring that we maintain the same high level of customer care even during growth phases.

David Frick Associates is a well-established insurance agency located at 60 Hamill Road in Indiana, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of insurance services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, David Frick Associates is dedicated to providing personalized and reliable coverage options. Their commitment to customer satisfaction and expertise in the insurance industry make them a trusted choice for all your insurance needs.

Vig Accounting Inc, located at 421 Philadelphia Street in Indiana, Pennsylvania, is a reputable institution specializing in accounting and finance services. Our dedicated team proudly serves both businesses and individuals, prioritizing quality and exceptional customer service. Whether you need assistance with tax advice, preparation, or setting up a new business, we are here to help. We take the time to answer all your questions and explain various options tailored to your specific needs. At Vig Accounting Inc, we believe in building long-term partnerships based on trust and mutual respect. Our goal is to improve your financial health and educate you on the reasons and consequences of financial decisions. Choose Vig Accounting Inc for professional and reliable accounting and tax services.

Avis Car Rental at Pittsburgh International Airport (PIT) offers a seamless and convenient car rental experience for both business and leisure travelers. Located within the terminal, our rental counter is just a short walk to the car lot, making it easy for you to pick up your vehicle and start your journey.Special Offers: We are currently offering a special promotion where you can enjoy one day free of daily time and mileage charges on an intermediate (group C) through a full-size four-door (group E) car. This offer is valid for a minimum three-day rental. Please note that taxes, concession recovery fees, customer facility charges, and fuel charges are extra. Optional items such as LDW and other surcharges may apply. This coupon cannot be used for one-way rentals, and only one coupon can be used per rental. The offer is valid at Avis locations in the contiguous U.S. (excluding the New York Metro area) and is subject to vehicle availability. Reservations must be made in advance and canceled by the rental date if not used. Please provide the profile number associated with the coupon during reservation.Fleet and Services:

S&T Wealth Management is a leading financial institution located at 800 Philadelphia Street in Indiana, Pennsylvania, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized solutions and exceptional customer service, S&T Wealth Management is committed to providing expert advice and guidance to individuals and businesses looking to grow and protect their wealth. Contact us today to learn more about our comprehensive financial services and how we can help you achieve financial success.

Lifesteps is an insurance agency located at 1401 Water Street in Indiana, Pennsylvania. We are dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Our experienced team of agents is committed to helping individuals and families protect their assets and plan for the future. Whether you are looking for auto, home, life, or business insurance, Lifesteps is here to help you find the coverage that fits your needs and budget. Contact us today to learn more about how we can help you secure your financial future.

Shannon 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.

New York Life is an insurance agency located at 674 Philadelphia Street in Indiana, Pennsylvania, United States. With a long-standing reputation for reliability and financial strength, New York Life offers a wide range of insurance products and services to meet the needs of individuals and families. Whether you are looking for life insurance, retirement planning, or investment solutions, New York Life can help you protect and secure your financial future. Trust in New York Life to provide you with the peace of mind and security you deserve.

James H. Wilson is a finance and insurance agency located at 245 West Broad Street in Quakertown, Pennsylvania, United States. With an additional office at 1301 S. Harrison Street in Fort Wayne, Indiana, the institution is part of Lincoln Financial Advisors, an independent broker-dealer with a national network of financial professionals. The institution offers personalized solutions and fee-based financial planning to help individuals and business owners with estate planning, business succession, retirement, and financial plans. They have access to a diverse array of products and provide specialized support to clients. The institution is committed to long-term client relationships and upholds high standards of conduct. Securities are offered through Lincoln Financial Advisors Corp., a member of SIPC, and investment advisory services are also available through Lincoln Financial Advisors Corp. or Sagemark Consulting. Insurance is offered through Lincoln affiliates and other reputable companies. The institution does not provide legal or tax advice, and not all financial professionals within the firm may offer advisory services. For more information about the services and relationships offered by James H. Wilson, clients can refer to the Form CRS - Customer Relationship Summary.