The 30 Best Long term wealth in Pennsylvania
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Pocono Medical CTR Fcu
Welcome to Pocono Medical CTR FCU, your trusted financial partner located in the heart of East Stroudsburg, Pennsylvania. Situated at 205 East Brown Street, our credit union is dedicated to serving the financial needs of our community with personalized and reliable services. As a member-focused financial institution, we offer a range of products designed to help you achieve your financial goals, from savings and checking accounts to competitive loan options. Whether you are looking to manage your finances, purchase a new car, or save for the future, our friendly and experienced team is here to provide the guidance and support you need. Visit us today to experience the difference of a community-driven financial partner. Pocono Medical CTR FCU – where your financial well-being is our priority.
Wells Fargo Advisors
Welcome to Wells Fargo Advisors, your trusted partner in financial planning and wealth management located in the heart of Milford, Pennsylvania. Conveniently situated at 224 Broad Street, we are dedicated to helping you achieve your financial goals with personalized advice and comprehensive services. Our team of experienced financial advisors is committed to understanding your unique needs and providing tailored strategies to help grow and protect your wealth. Whether you're planning for retirement, saving for education, or looking to invest, Wells Fargo Advisors offers a wide range of solutions to meet your financial aspirations. Visit us today to discover how we can assist you on your financial journey.
Samuel Radogna - Morgan Stanley
Welcome to Samuel Radogna - Morgan Stanley, your trusted partner in financial services located in the heart of Easton, Pennsylvania. Nestled at 101 Larry Holmes Drive, our office is dedicated to providing personalized financial solutions designed to meet the unique needs of each client. With a steadfast commitment to excellence, we offer a comprehensive range of services including wealth management, investment planning, retirement strategies, and more. At Samuel Radogna - Morgan Stanley, we understand that navigating the financial landscape can be complex. That's why our team of experienced professionals is here to guide you every step of the way, ensuring your financial goals are not only met but exceeded. Whether you're planning for the future, managing your current assets, or seeking advice on investment opportunities, our tailored approach ensures that your financial journey is both secure and prosperous.
Julianne M Everswick, PT, DPT
Welcome to Julianne M Everswick, PT, DPT, your trusted partner in physical therapy and rehabilitation located in the heart of Ottsville, Pennsylvania. Situated at 8330 Easton Road, our clinic is dedicated to providing personalized and comprehensive care to help you achieve optimal health and wellness. Julianne M Everswick, a licensed Doctor of Physical Therapy, brings a wealth of expertise and a compassionate approach to every patient interaction. Whether you're recovering from an injury, managing a chronic condition, or seeking to enhance your physical performance, Julianne and her team are committed to crafting individualized treatment plans tailored to your unique needs and goals.
Dustin Lindley - Prudential Financial
Welcome to Dustin Lindley - Prudential Financial, your trusted partner in securing a financially stable future. Conveniently located at 4225 Durham Road, Ottsville, Pennsylvania, we are committed to providing exceptional financial and insurance services tailored to meet your individual needs. At Dustin Lindley - Prudential Financial, we understand that navigating the complexities of finance and insurance can be daunting. That's why our dedicated team of experts is here to offer personalized solutions, whether you're planning for retirement, investing for the future, or protecting your assets with comprehensive insurance coverage.
The Medical Center at Woods
Welcome to The Medical Center at Woods, located at 10 Meadowood Drive, Langhorne, Pennsylvania. As a pioneering healthcare facility in Bucks County, we specialize in providing high-quality, compassionate outpatient primary care for children and adults with developmental disabilities. Our mission is to transform healthcare experiences for patients with special needs, ensuring they receive the best possible care. We proudly serve as a national model for comprehensive, coordinated healthcare for individuals with disabilities. Our team of specially trained doctors and healthcare professionals is dedicated to offering primary medical care tailored to the unique needs of patients with conditions such as Down syndrome, autism spectrum disorders, and cerebral palsy. Our facility is designed with sensory-friendly waiting areas and wheelchair-accessible spaces, ensuring comfort and accessibility for all.
Clare Gosek, MD
Welcome to the practice of Clare Gosek, MD, where compassionate and comprehensive healthcare is our priority. Conveniently located at 1240 General Washington Memorial Boulevard in Washington Crossing, Pennsylvania, Dr. Gosek is dedicated to providing exceptional medical care to both adolescents and adults. As a Board-Certified Family Medicine physician, Dr. Gosek brings a wealth of experience and expertise to her practice. Dr. Gosek completed her medical education at the prestigious Wake Forest School of Medicine in Winston-Salem, NC, and honed her skills during her residency at Virginia Commonwealth University in Fairfax, VA, where she served as chief resident. Her commitment to excellence in family medicine is further evidenced by her active membership in the American Academy of Family Physicians.
The First National Bank & Trust Company of Newtown
Welcome to The First National Bank & Trust Company of Newtown, proudly serving the financial needs of individuals and businesses in Wrightstown, Furlong, Penns Park, Newtown, and New Hope, PA. Conveniently located at 2607 Windy Bush Road, near Route 413, our Wrightstown branch has been a cornerstone of the community since it opened in 1965. As Bucks County’s oldest independent community bank, we have built a legacy of trust and customer loyalty over the past century. Our branch offers a full range of personal and business banking services, including checking and savings accounts, as well as flexible loan solutions tailored to your specific needs. With a dedicated Branch Manager and loan officer, Michele Price, on-site, we are equipped to provide personalized assistance and discuss your financing options.
Citizens Bank ATM
Welcome to the Citizens Bank ATM located at 3419 W Street Road, Bensalem, Pennsylvania 19020. As your trusted financial partner, we are committed to helping you keep everything in check with our comprehensive financial solutions tailored for every stage of your life. Whether you’re planning for college, purchasing a home, or managing your wealth, Citizens Bank offers innovative services to support your financial journey. Our Citizens FastLine® provides a simpler, faster way to access a Home Equity Line of Credit without impacting your credit score. Take control of your savings with our Round Ups feature, which allows you to round up your debit card purchases to the nearest dollar, turning spare change into savings effortlessly. Plus, you can set additional savings goals to accelerate your financial progress.
Joseph D Amore - Associate Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Joseph D Amore - Associate Financial Advisor at Ameriprise Financial Services, LLC, located in the heart of New Hope, Pennsylvania. Situated at 6444 Lower York Road, our office is dedicated to providing exceptional financial advisory services tailored to meet your unique needs. Joseph D Amore is committed to guiding you through the complexities of financial planning with professionalism and expertise. As a trusted financial advisor, Joseph holds numerous prestigious certifications, ensuring a broad and deep understanding of various financial disciplines. With the AAMS™ (Accredited Asset Management Specialist™) designation, Joseph adheres to a strict code of ethics and has completed comprehensive coursework that equips him to address real-world asset management challenges. This certification covers critical topics such as asset allocation, investment strategies, estate planning, and more.
C&N
Welcome to C&N, your trusted partner in banking and finance, located conveniently at 33 Swamp Road, Newtown, Pennsylvania. Just outside of Philadelphia, our friendly team of experts is ready to assist you with a wide range of financial services. Whether you're looking to open new checking or savings accounts, apply for mortgages, or explore investment management services, we're here to provide the right solutions for your personal and business needs. At C&N, we pride ourselves on building lifelong relationships with our customers in Pennsylvania and New York. With a 97% recommendation rate from our satisfied clients, we are committed to making your financial journey a fulfilling and seamless experience. Our services include checking and savings accounts, mortgages, business loans, and more, all designed to help you spend less time worrying about finances and more time enjoying life.
Saskiewicz & Associates
Welcome to Saskiewicz & Associates Located in the heart of Churchville, Pennsylvania, Saskiewicz & Associates is dedicated to providing top-notch financial services to help you achieve your financial goals. Led by Joseph F. Saskiewicz, MBA, CFP®, ChFC®, CLU, we bring a wealth of knowledge and expertise to every client relationship.
Univest Bank and Trust Co.
Welcome to Univest Bank and Trust Co., your trusted partner in financial services located at 15 Swamp Road, Newtown, Pennsylvania. At Univest, we are committed to providing personalized banking solutions designed to meet the unique needs of our community. Our comprehensive range of services includes personal and business banking, investment management, and trust services, all delivered with a focus on building lasting relationships with our clients. Whether you're looking to open a new account, secure a loan, or plan for the future, our experienced team is here to guide you every step of the way. Visit us today and discover why Univest Bank and Trust Co. is a cornerstone of financial stability and growth in Newtown, PA.
Prudential Financial
Welcome to Prudential Financial, your trusted insurance agency located at 130 Buck Road, Holland, Pennsylvania. We are dedicated to providing comprehensive insurance solutions tailored to meet the unique needs of our clients. Our team of experienced professionals is committed to delivering exceptional service and expert guidance to help you secure your financial future. Whether you're looking for life insurance, retirement planning, or investment strategies, Prudential Financial offers a wide range of products designed to protect you and your loved ones. Visit us today and discover how we can help you achieve peace of mind and financial security.
Equity One Inc
Welcome to Equity One Inc., your trusted partner in financial solutions located at 2365 Pasqualone Boulevard, Bensalem, Pennsylvania. At Equity One Inc., we are dedicated to helping individuals and businesses achieve their financial goals through personalized and innovative financial services. Our team of experienced professionals is committed to providing expert advice and tailored strategies that meet your unique needs. Whether you're looking for investment guidance, retirement planning, or wealth management, we offer comprehensive solutions designed to enhance your financial well-being. Visit us today and discover how Equity One Inc. can empower your financial future with integrity and excellence.
GlennCo, LLC
Welcome to GlennCo, LLC, your trusted partner in financial solutions located in the heart of Newtown, Pennsylvania. Situated at 54 Friends Lane, we proudly serve the local community and beyond with personalized financial services tailored to meet your unique needs. At GlennCo, LLC, we specialize in a wide range of financial solutions, including investment management, retirement planning, tax strategies, and wealth preservation. Our team of experienced professionals is dedicated to providing expert guidance and innovative strategies to help you achieve your financial goals. Whether you're an individual seeking to secure your financial future or a business looking for comprehensive financial management, GlennCo, LLC is here to support you every step of the way. Visit us today to discover how we can assist you in navigating the complex world of finance with confidence and peace of mind.
Bridget Dunn, PA-C
Welcome to Bridget Dunn, PA-C, your trusted healthcare provider located in the heart of Philadelphia. Situated at 1407 Rhawn Street, our practice is dedicated to offering comprehensive and compassionate medical care to individuals and families in the community. As a certified Physician Assistant, Bridget Dunn brings a wealth of knowledge and experience in delivering personalized health solutions tailored to meet the unique needs of each patient. At Bridget Dunn, PA-C, we prioritize your well-being and are committed to fostering a welcoming and supportive environment. Our services encompass a wide range of healthcare needs, including preventive care, diagnosis and management of acute and chronic conditions, and patient education to promote long-term wellness. We believe in a collaborative approach to healthcare, working closely with you to ensure informed decision-making and optimal health outcomes.
Joseph Toth - Financial Professional with Alliance Group & Aflac Insurance
Welcome to Joseph Toth - Financial Professional with Alliance Group & Aflac Insurance, your trusted partner in providing comprehensive insurance solutions in Langhorne, Pennsylvania. Located at 13 Summit Square Shopping Center, we are dedicated to helping you add an extra layer of protection against life’s uncertainties. Our extensive range of insurance policies ensures you can feel confident about your coverage, no matter what life throws your way. At Joseph Toth Insurance Agency, we understand that accidents and health challenges can happen unexpectedly. That's why we offer Aflac's unique benefits, which provide cash payouts for covered accidents, helping to ease the financial burden during difficult times. Whether it's a positive diagnosis or a serious health event, Aflac allows you to focus on recovery rather than your finances.
Citizens
Welcome to Citizens, your trusted partner in banking and finance, conveniently located at 706 Stony Hill Road, Yardley, Pennsylvania. At Citizens, we are committed to providing exceptional financial services tailored to meet the unique needs of our community. Whether you're looking to open a personal savings account, secure a mortgage, or explore investment opportunities, our team of experienced professionals is here to guide you every step of the way. We pride ourselves on offering personalized solutions and fostering long-term relationships with our clients. Visit us today to experience the Citizens difference and let us help you achieve your financial goals with confidence and ease.
Valerie Jean Tenaglia: Primerica - Financial Services
Welcome to Valerie Jean Tenaglia: Primerica - Financial Services, your trusted partner in financial planning and insurance solutions located in the heart of Fairless Hills, Pennsylvania. Situated at 441 South Oxford Valley Road, our agency is committed to helping individuals and families achieve their financial goals with confidence and clarity. As a dedicated representative of Primerica, Valerie Jean Tenaglia brings a wealth of knowledge and experience to the table, offering personalized financial strategies tailored to meet your unique needs. Whether you're looking to secure your future with comprehensive insurance coverage, plan for retirement, or manage your investments, we provide a wide range of services designed to empower you with financial security and peace of mind.
Avila Agency
Welcome to Avila Agency, your trusted partner in comprehensive insurance solutions, located conveniently at 4125 Woerner Avenue, Levittown, Pennsylvania. As a premier insurance agency, we are dedicated to providing personalized service and expert guidance to meet all your insurance needs. Whether you are seeking coverage for your home, auto, business, or life, our experienced team is here to tailor solutions that offer you peace of mind and protection. At Avila Agency, we pride ourselves on building strong relationships with our clients, ensuring that your priorities are our priorities. Visit us today to experience our commitment to excellence and discover why we are Levittown’s preferred choice for insurance services. Let us help you safeguard what matters most.
Prudential | Ricky Mohindroo | Life Insurance & Annuities
Welcome to Prudential | Ricky Mohindroo | Life Insurance & Annuities, your trusted partner in financial security and peace of mind. Conveniently located at 30 South Main Street in the heart of Yardley, Pennsylvania, we specialize in providing comprehensive life insurance and annuity solutions tailored to meet your unique needs and goals. As a dedicated insurance agency, we understand that planning for the future can be complex and overwhelming. That’s why Ricky Mohindroo and his experienced team are committed to guiding you through the process with personalized service and expert advice. Whether you're looking to protect your family's financial future, plan for retirement, or secure a stable income stream, we offer a range of products designed to help you achieve your financial objectives.
Ameriprise Financial
Welcome to Ameriprise Financial, your trusted partner in navigating the complex world of finance. Conveniently located at 254 East Girard Avenue in the vibrant city of Philadelphia, Pennsylvania, we pride ourselves on offering personalized financial advice and solutions tailored to meet your unique needs and goals. At Ameriprise Financial, our team of experienced advisors is committed to helping you plan for a confident financial future. Whether you're seeking guidance on retirement planning, investment strategies, or wealth management, we provide expert insights and comprehensive services designed to help you achieve financial success.
Neill Financial Group - Ameriprise Financial Services, LLC
Welcome to Neill Financial Group - Ameriprise Financial Services, LLC, your trusted partner in navigating the financial landscape. Located at 254 East Girard Avenue, Philadelphia, Pennsylvania, we specialize in providing personalized financial services tailored to your unique goals and needs. At Neill Financial Group, we understand that your financial journey is as individual as you are. Whether you're planning for retirement, saving for education, or considering a major purchase like a second home, our approach begins with what's most important to you. Our experienced team offers comprehensive investment, asset allocation, and portfolio recommendations, all designed with your personal risk tolerance and objectives in mind.
Prism Financial Group, LLC
Welcome to Prism Financial Group, LLC, your trusted partner in navigating the complex world of finance. Conveniently located at 225 South 4th Street in the heart of Philadelphia, Pennsylvania, we are dedicated to providing personalized financial solutions to meet the unique needs of our clients. Our team of experienced professionals is committed to helping you achieve your financial goals through comprehensive services including financial planning, investment management, retirement planning, and tax strategy. At Prism Financial Group, LLC, we pride ourselves on our client-centric approach, ensuring transparency, integrity, and excellence in every interaction. Whether you're an individual, family, or business, we are here to illuminate your path to financial success. Visit us today and discover how we can help you secure a brighter financial future.
Janice White
Welcome to Janice White, your trusted partner in wealth management located at 165 Township Line Road, Jenkintown, Pennsylvania. Specializing in finance, we are dedicated to helping you achieve your financial goals through comprehensive strategies and personalized advice tailored to your unique needs. Our team is proud to serve small business owners, families, and high-net-worth individuals with a commitment to excellence recognized by prestigious accolades such as the Five Star award and the 2021 & 2022 Best in State Wealth Advisor by Forbes Shook Research. At Janice White, we believe in a collaborative approach that leverages diverse perspectives and decades of industry experience. This allows us to provide holistic advice that helps clients navigate the complexities of managing their assets. Our commitment to transparency ensures that you understand how we are compensated, aligning our success with yours for long-term prosperity.
Michelle Dydak
Welcome to Michelle Dydak - Your Trusted Wealth Management Partner in Jenkintown, PA Located at 165 Township Line Road, Jenkintown, Pennsylvania, Michelle Dydak is a premier wealth management team dedicated to helping you achieve your financial goals. Specializing in providing comprehensive financial and investment advice, we primarily serve small business owners, families, and high net worth individuals.
Robert J. Daries
Welcome to Robert J. Daries, located at 165 Township Line Road, Jenkintown, Pennsylvania 19046. We are proud to be part of DHM Wealth Management, a dedicated team of veteran financial advisors committed to providing exceptional long-term financial guidance tailored to the unique needs of individuals, families, businesses, and their interests. At DHM Wealth Management, we believe in a personalized approach, starting with listening to you. In today's fast-paced, technology-driven world, we understand the importance of personal interaction and empathy. By putting ourselves in your shoes, we gain a comprehensive understanding of the complexities you face, your financial goals, and your legacy aspirations.
Dottie McCain-James: Primerica - Financial Services
Welcome to Dottie McCain-James: Primerica - Financial Services, your trusted partner in financial planning and insurance solutions located in the heart of Jenkintown, Pennsylvania. Situated at 261 Old York Road, our agency is committed to helping you achieve financial security and peace of mind. At Dottie McCain-James: Primerica, we offer a comprehensive range of services tailored to meet your individual needs. Whether you're planning for retirement, seeking life insurance coverage, or looking to secure your family's future, our experienced team is here to guide you every step of the way.
BCAC SUSU
Welcome to BCAC SUSU, your trusted partner in financial services located at 1800 East Schiller Street, Philadelphia, Pennsylvania. At BCAC SUSU, we are dedicated to providing exceptional financial solutions tailored to meet the unique needs of our diverse clientele. Our team of experienced professionals is committed to delivering personalized service and expert advice to help you navigate the complexities of financial management. Whether you are looking to plan for your future, manage your investments, or seek guidance on financial strategies, BCAC SUSU is here to support you every step of the way. Visit us today and experience the difference of working with a financial institution that truly cares about your success.
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