Management audit in Indiana, Pennsylvania

Mogle Financial Services, LLC is a reputable finance institution located at 2688 Old US 119 Highway South in Homer City, Pennsylvania, United States. Our dedicated team of financial experts are committed to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. With a focus on integrity and professionalism, Mogle Financial Services, LLC is your trusted partner in financial success. Contact us today to schedule a consultation.

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 Luke Anderson is a finance institution located at 682 Philadelphia Street in Indiana, Pennsylvania, United States. The institution, part of the Mackey Weber Group, is dedicated to working closely with individuals, institutions, and families to simplify and improve their financial circumstances. With a focus on the client's specific goals, the team of financial advisors utilizes investment insights from Merrill Lynch and banking resources from Bank of America to address complex challenges. The team offers personalized financial strategies aligned with individual goals, including planning for education, retirement, healthcare costs, and wealth preservation. The experienced team, including Scott Weber, Donna Yvanek, and Luke Anderson, each with over 60 years of combined experience in the financial services industry, hold the CERTIFIED FINANCIAL PLANNER certification. They specialize in working with medical industry professionals, small business owners, and non-profit organizations, offering tailored financial solutions to meet unique needs and objectives. The team also structures and advises on 401k plans for companies of all sizes, providing comprehensive investment options and on-location education for employees.

Kristain Krecota, a financial advisor at Ameriprise Financial Services, LLC located at 34 North Main Street in Homer City, Pennsylvania, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Kristain provides investment recommendations, asset allocation, and portfolio management. Regular meetings are held to review progress, update strategies as life changes, and track progress towards goals. Clients have access to their investments and accounts at any time, from any device, securely. For those interested in learning more about how Kristain can help with their financial future, scheduling a complimentary initial consultation is easy. The institution offers insights on stock prices and market trends, as well as an overview of financial planning concepts during the initial consultation.

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.

Merrill Lynch Financial Advisor Donna M Yvanek is located at 682 Philadelphia Street, Indiana, Pennsylvania, United States. The institution, part of the Mackey Weber Group, is dedicated to simplifying and improving the financial circumstances of individuals, institutions, and families. With a focus on client-specific goals, the team of financial advisors utilizes investment insights from Merrill and banking resources from Bank of America to address complex challenges. The team, consisting of Scott Weber, Donna Yvanek, and Luke Anderson, collectively have over 60 years of experience in the financial services industry and are all CERTIFIED FINANCIAL PLANNER professionals. The Mackey Weber Group specializes in working with medical professionals, small businesses, and non-profit organizations, offering personalized financial strategies tailored to each client's unique needs. From structuring and advising on 401k plans to managing endowments and foundations, the team provides comprehensive solutions to help clients achieve their financial goals. Additionally, the institution offers discounted mortgages, home equity lines, and credit options to assist clients in managing their liabilities effectively.

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.

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.

Di Cicco Brenda B CPA is a reputable accounting and finance institution located at 1776 Warren Road in Indiana, Pennsylvania, United States. With years of experience and expertise in the field, they offer a wide range of services to individuals and businesses alike. From tax preparation to financial planning, Di Cicco Brenda B CPA is dedicated to providing top-notch services that help their clients achieve their financial goals. Whether you need help with bookkeeping, payroll services, or investment advice, you can trust Di Cicco Brenda B CPA to provide reliable and professional assistance.

Beancounters Accounting Services is a professional accounting and finance institution located at 1630 Philadelphia Street in Indiana, Pennsylvania, United States. Our team of experienced accountants and financial experts are dedicated to providing top-notch services to businesses and individuals in need of financial management solutions. Whether you need help with bookkeeping, tax preparation, or financial planning, Beancounters Accounting Services is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you with all of your accounting and finance needs.

Yates G Scott CPA is a reputable accounting and finance institution located at 1380 Pennsylvania 286 in Indiana, Pennsylvania, United States. With years of experience and expertise in the field, they provide top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, their team of professionals is dedicated to helping you achieve your financial goals. Trust Yates G Scott CPA for all your accounting and finance needs.

White Richard P CPA is a reputable accounting and finance institution located at 338 White Lane in Marion Center, Pennsylvania, United States. With years of experience in the industry, they offer a wide range of services to help individuals and businesses with their financial needs. Whether you need help with tax preparation, bookkeeping, or financial planning, the team at White Richard P CPA is dedicated to providing top-notch service and expertise. Trustworthy and reliable, they are committed to helping their clients achieve their financial goals.

Caesars Tax Express is a trusted accounting and finance institution located at 220 5th Street in Clymer, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, Caesars Tax Express is dedicated to providing top-notch financial solutions to meet your needs. Visit them today for expert advice and personalized service.

Harold Shepley & Associates LLC: Your Trusted Bankruptcy Lawyers and Debt Relief Experts in Pennsylvania Located in Aliquippa, PA 15001, Harold Shepley & Associates LLC is a full-service debt relief law firm dedicated to helping you manage and eliminate your debt. We understand the overwhelming stress that comes with financial burdens, and our experienced team is here to provide the support and expertise you need to achieve a brighter financial future.