TOP 30 Management in New Wilmington, Pennsylvania
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Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenVictoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC Located at 313 N Market St, New Wilmington, PA 16142, Victoria Whelan serves as an Associate Financial Advisor at Ameriprise Financial Services, LLC. Specializing in a wide range of financial services, Victoria is dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies.
313 N Market St, New Wilmington, PA 16142, United States -
Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedVictoria Whelan is an esteemed Associate Financial Advisor affiliated with Ameriprise Financial Services, LLC. Located in the heart of New Wilmington, PA, Victoria offers a comprehensive suite of financial advisory services designed to address the unique needs of individuals and small business owners. Her expertise spans a wide range of financial planning and investment strategies, backed by several prestigious certifications and designations.Certifications and Expertise:1. Accredited Asset Management Specialist℠ (AAMS™): - Victoria adheres to a strict code of ethics and has successfully completed coursework focused on applying investment concepts to real-world scenarios, including asset allocation, estate planning, and insurance products.2. Accredited Domestic Partnership Advisor™ (ADPA™): - Specializes in wealth transfers, federal taxation, retirement planning, and end-of-life financial needs for domestic partners. Victoria has passed a rigorous examination that evaluates her ability to synthesize complex financial concepts.3. Accredited Estate Planner® (AEP®):
3438 PA-208 Ste 2, New Wilmington, PA 16142, United States -
Brian L Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedBrian L Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC, is a distinguished financial advisory business located at 3438 PA-208 Ste 2, New Wilmington, PA 16142, United States. Specializing in a wide array of financial services, Brian L Taylor offers expert guidance tailored to meet the unique needs of individuals, retirees, and small business owners. With a strong commitment to ethical practices and continuing education, Brian L Taylor holds multiple certifications that underscore his expertise in various financial domains. The AAMS™ certification signifies proficiency in asset management, investment strategies, and estate planning, ensuring clients receive informed advice on asset allocation and investment opportunities. As an Accredited Domestic Partnership Advisor™ (ADPA™), Brian is well-versed in wealth transfers, federal taxation, and financial planning for domestic partners, addressing complex financial and medical needs.
3438 PA-208 Ste 2, New Wilmington, PA 16142, United States -
My Portable Business with Lee Drozak
● Open"My Portable Business with Lee Drozak" is a unique and innovative local business located on Wynfield Lane in New Wilmington, PA 16142, United States. Led by the dynamic and experienced Lee Drozak, this business specializes in providing tailored solutions for individuals and small businesses looking to optimize their operations and embrace a more mobile, flexible work environment. Lee Drozak leverages her extensive expertise in digital strategy, virtual assistance, and productivity enhancement to offer a range of services designed to help clients streamline their workflows, manage their time effectively, and achieve their business goals. Whether you're looking to transition to a remote work setup, improve your digital presence, or enhance your overall business efficiency, "My Portable Business with Lee Drozak" provides personalized guidance and practical tools to support your journey.
Wynfield Ln, New Wilmington, PA 16142, United States -
Jeff Gottesman - State Farm Insurance Agent
● ClosedWelcome to Jeff Gottesman - State Farm Insurance Agent, your trusted local insurance agency located at 135 Woodbourne Road, Langhorne, Pennsylvania 19047. We are committed to providing personalized insurance solutions tailored to your unique needs. Our range of services includes auto, home, life, and health insurance, as well as financial services and products. With a focus on customer satisfaction, we strive to offer comprehensive coverage options and potential discounts, ensuring you receive the best value for your insurance needs. Please note, for your protection, we advise against sharing sensitive personal information such as social security numbers or credit card details through this website. If you are using a screen reader and encounter any difficulties, please contact us at (215) 575-5300 for assistance.
135 Woodbourne Road, Langhorne, Pennsylvania 19047, United States -
Superb Home Remodeling
● ClosedWelcome to Superb Home Remodeling, your premier destination for transforming spaces into stunning sanctuaries. Located at 9530 State Road, Philadelphia, Pennsylvania 19114, we are a versatile general contractor and home goods store dedicated to elevating your home experience. At Superb Home Remodeling, we understand that your home is more than just a place to live—it's a reflection of your style and a cornerstone of your daily life. Whether you're dreaming of a stylish kitchen, a luxurious bathroom, or a vibrant entertainment center in your basement, our all-in-one service package makes it all possible. From initial design to final construction, we handle every aspect of your project, ensuring you won't need to juggle multiple contractors.
9530 State Road, Philadelphia, Pennsylvania 19114, United States
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