Modern wealth management in Pennsylvania
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Brian L Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC
Brian 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.
BNY Wealth Pittsburgh PA
Welcome to BNY Wealth Pittsburgh PA, your trusted partner in wealth management and financial services. Located in the iconic BNY Mellon Center in the heart of Pittsburgh, our office stands as a testament to our deep-rooted commitment to the community and our clients. With a heritage tracing back to the founding of Mellon Bank in 1869, our Pittsburgh office combines historical legacy with modern financial acumen.Our Expertise:For over 240 years, BNY Wealth has been dedicated to helping successful individuals and families build, manage, and sustain their wealth through various market cycles. Our seasoned professionals, with more than 200 years of combined industry experience, offer a comprehensive range of services tailored to meet the unique needs of each client. These services include:- Investing: Crafting personalized investment strategies to grow and preserve wealth. - Borrowing: Providing tailored lending solutions to support your financial goals. - Spending: Advising on effective spending strategies to maintain financial health.
Ralph G Powell III - Private Wealth Advisor, Ameriprise Financial Services, LLC
Ralph G Powell III is a distinguished Private Wealth Advisor affiliated with Ameriprise Financial Services, LLC, located in Monroeville, PA. With a comprehensive suite of certifications and designations, Ralph G Powell III offers expert financial advisory services tailored to meet the diverse needs of clients, ranging from individuals and families to retirees and small business owners.
Great Oak Wealth Management
Great Oak Wealth Management is an independent, fee-only, fiduciary financial planning firm located at 2295 Wells Road in Pottstown, Pennsylvania. Our team is dedicated to helping clients align their personal finances with their goals of a financially secure future. We offer a clear and structured process to provide a comprehensive understanding of each individual's situation and objectives. As fee-only advisors, we prioritize our clients' needs and act in their best interests, without being limited to specific financial products. Our team consists of Certified Financial Planner™ professionals who bring a high level of competency, dedication, and ethics to the table. With experience in the corporate world, we understand the challenges faced by our clients and can help them thrive in the modern business environment. Whether you are just starting to build your financial future or looking to unlock your full potential, we are here to guide you every step of the way.
Modern Oasis Planning
Modern Oasis Planning, located at 212 West Gay Street in West Chester, Pennsylvania, offers a modern and comprehensive approach to financial and investment planning. With a focus on personalized guidance and unbiased recommendations, our goal is to help you achieve your financial goals through informed decision-making. Founded over a decade ago, Modern Oasis Planning is dedicated to disrupting outdated planning advice and providing tailored solutions for each client's unique circumstances. As an investment advisor representative of USA Financial Securities, we prioritize transparency and client empowerment in all our services.
Modern Wealth
Modern Wealth is a leading finance institution located at 51 Hawkswell Circle in Oreland, Pennsylvania, United States. We specialize in providing personalized financial services and investment strategies to help our clients achieve their wealth management goals. Our team of experienced professionals is dedicated to delivering innovative solutions and expert advice to help individuals and businesses build and protect their wealth. At Modern Wealth, we are committed to helping our clients navigate the complexities of the financial world with confidence and peace of mind.
Modern Wealth Concepts LLC
Modern Wealth Concepts LLC is a finance institution located at 261 Old York Road in Jenkintown, Pennsylvania, United States. Our team of financial experts is dedicated to helping clients achieve their wealth management goals through personalized strategies and tailored investment solutions. With a focus on modern financial concepts and innovative approaches, we strive to provide our clients with the tools and knowledge needed to build and protect their wealth for the future. Whether you are looking to grow your assets, plan for retirement, or navigate complex financial decisions, Modern Wealth Concepts LLC is here to help you every step of the way.
Kevin Leonard - Private Wealth Advisor, Ameriprise Financial Services, LLC
Kevin Leonard - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 161 Washington Street in Conshohocken, Pennsylvania, offers a range of financial services to meet the needs of individuals and small business owners. Kevin Leonard holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, ensuring that he is well-equipped to provide expert advice on asset management, investment strategies, estate planning, retirement planning, and insurance products. With a focus on client assessment, risk/return, and modern portfolio theory, Kevin Leonard provides personalized financial solutions to help clients achieve their financial goals. Whether you are planning for retirement, managing your investments, or preparing for the future, Kevin Leonard is committed to helping you make informed financial decisions. Contact Kevin Leonard today to schedule a consultation and take the first step towards financial security and success.
Junto Wealth LLC
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.
Modern Woodmen of America
Modern Woodmen of America, located at 129 Hartman Road in Greensburg, Pennsylvania, is a finance and insurance agency that has been serving individuals and families since 1883. With a focus on bringing people together, supporting families, and strengthening communities, Modern Woodmen offers a range of high-quality financial products to help meet the diverse needs of its members. As a member of the organization, you can access fraternal member programs and make a positive impact in your community. Whether you are looking to protect your family, plan for the future, or achieve your financial goals, Modern Woodmen is here to help. With dedicated representatives who have the knowledge and experience to guide you in making the right financial decisions, you can trust in Modern Woodmen to support you every step of the way. Join us in honoring the pioneers of today and discover how Modern Woodmen can help you navigate life's financial challenges.
Nathan Roman - Private Wealth Advisor, Ameriprise Financial Services, LLC
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Joel D Matthews Sr - Private Wealth Advisor, Ameriprise Financial Services, LLC
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Antonio Aiello - Private Wealth Advisor, Ameriprise Financial Services, LLC
Antonio Aiello is a highly qualified Private Wealth Advisor operating under Ameriprise Financial Services, LLC, located in Sewickley, PA. With a robust portfolio of certifications and specializations, Antonio brings a wealth of knowledge and expertise in financial planning, asset management, and investment strategies tailored to meet the unique needs of each client.
MGL Wealth Management Group of Janney Montgomery Scott
MGL Wealth Management Group of Janney Montgomery Scott is a premier financial services firm located at PPG Place, 1, Suite 2200, in the heart of Pittsburgh, PA. Specializing in comprehensive wealth management, this distinguished group offers a wide array of financial solutions tailored to meet the diverse needs of individuals, families, and businesses. Their expert team is dedicated to providing personalized financial planning, investment management, retirement strategies, and estate planning services. With a commitment to excellence and a client-centric approach, MGL Wealth Management Group leverages the extensive resources and research capabilities of Janney Montgomery Scott to deliver insightful and strategic financial advice. Whether you are looking to grow your assets, plan for retirement, or secure your financial future, their experienced advisors are equipped to guide you through every step of your financial journey.
Ifft & Palmer Associates, LLC.
Located at 603 Stanwix Street in Pittsburgh, Pennsylvania, Ifft & Palmer Associates, LLC. is a leading independent insurance agency and financial institution. With a focus on Property & Casualty, Employee Benefits, Private Client, Financial, and Wealth Management solutions, our team of experts provides specialized guidance to help navigate the complexities of the modern world. Founded in 1969, Ifft & Palmer has built a reputation for offering comprehensive risk management strategies and a wide range of insurance products to protect our clients' assets. As an independent agency, we are affiliated with top insurance carriers, allowing us to offer innovative and high-quality insurance products at competitive rates.
Lakeside Chiropractic, Dr. Timothy Vyrostek, DC, CCSP
Welcome to Lakeside Chiropractic, where your health and well-being are our top priority. Led by Dr. Timothy Vyrostek, DC, CCSP, our clinic is conveniently located at 10633 PA-18, Conneaut Lake, PA 16316, United States. As a dedicated chiropractic care center, we specialize in providing comprehensive and personalized treatments to help you achieve optimal health. Dr. Vyrostek, a Doctor of Chiropractic and Certified Chiropractic Sports Physician, brings a wealth of knowledge and expertise to our practice. Whether you're dealing with chronic pain, recovering from an injury, or seeking preventative care, our team is committed to helping you find relief and improve your quality of life.
Doing It Right Roofing, Siding, Remodeling, LLC
Since 1984, Doing It Right Roofing, Siding, and Remodeling LLC has been the go-to contracting company for homeowners in Pittsburgh and the surrounding areas. Our reputation for excellence in roofing, siding, and remodeling projects has been built on years of delivering high-quality work and exceptional customer service. Our Services:
Compassion Endodontics
Compassion Endodontics: Your Trusted Partner in Dental Health Located within the Univest Building at 1103 Rocky Dr, Suite 205, West Lawn, PA 19609, Compassion Endodontics is a premier dental specialty practice dedicated to providing high-quality, evidence-based endodontic care with a compassionate touch. Led by Dr. Thomas P. Graham, D.M.D., an American Board Certified Endodontist, our state-of-the-art facility offers a comprehensive range of services designed to address all your endodontic needs.
2/13 Strategic Partners
2/13 Strategic Partners is a finance institution located at 565 E Swedesford Road in Wayne, Pennsylvania, United States. Led by a team of experienced professionals including Greg Sarian, who has been recognized on Barron’s Top 1200 Advisors List by State multiple times, our institution believes in providing personalized strategies for each client's unique financial challenges. Our team is dedicated to exceeding your expectations by offering holistic advice tailored to your individual financial goals. We focus on creating and preserving wealth through a disciplined investment approach based on modern portfolio theory. Our commitment to supporting our clients' financial well-being and building trust is at the core of our firm.
Aventine Financial Group
Aventine Financial Group, located at 4259 West Swamp Road in Doylestown, Pennsylvania, is a finance institution dedicated to helping clients protect and grow their wealth while achieving financial peace of mind. As fiduciaries, they prioritize their clients' best interests, providing tailored solutions to improve their unique financial situations. The institution offers different levels of service, such as Aventine Platinum Client for customized investment strategies and Aventine Premium Client for personalized financial coaching. With a holistic approach and commitment to transparency, Aventine Financial Group uses innovative technology for tax-efficient, smart investing to help clients prepare for life's financial challenges. The institution is associated with the Financial Planning Association and employs CERTIFIED FINANCIAL PLANNER™ professionals to provide high-quality financial advice and services. Their partnership with Zoe Financial ensures that they work with the top 5% of wealth managers in the United States, offering clients a modern wealth platform to find and hire trusted financial advisors.
Billionaire Ambitious Crew
Billionaire Ambitious Crew is a trendy clothing store located at 2619 Peach Street in Erie, Pennsylvania. Our store offers a wide selection of high-end fashion pieces for those with ambitious style and a taste for luxury. From designer brands to exclusive collections, we cater to the fashion-forward individual looking to make a statement with their wardrobe. Visit us today and experience the ultimate shopping destination for the modern billionaire.
Hehr Acupuncture, Joshua Hehr L.Ac.
Hehr Acupuncture, led by Joshua Hehr, L.Ac., is a distinguished health practice located at 5850 Ellsworth Ave, Pittsburgh, PA 15232, United States. Specializing in the ancient art of acupuncture, this practice is dedicated to promoting holistic health and well-being for its clients. Joshua Hehr, a licensed acupuncturist, brings a wealth of knowledge and expertise to the practice, offering personalized treatment plans designed to address a wide range of health concerns. At Hehr Acupuncture, the focus is on providing a serene and supportive environment where clients can experience the healing benefits of acupuncture. The practice is committed to helping individuals achieve balance and harmony within their bodies, offering relief from chronic pain, stress, anxiety, and other ailments. By integrating traditional Chinese medicine with modern techniques, Joshua Hehr ensures that each client receives the highest standard of care tailored to their unique needs.
Dr. Peter J. Gagianas, MD
Dr. Peter J. Gagianas, MD is a distinguished medical practice located at 2581 Washington Rd # 211, Pittsburgh, PA 15241, United States. Specializing in comprehensive healthcare, Dr. Gagianas brings a wealth of experience and a compassionate approach to patient care. The practice is dedicated to providing high-quality medical services, focusing on the individual needs of each patient. Whether you require routine check-ups, specialized treatments, or expert medical advice, Dr. Gagianas and his professional team are committed to ensuring your well-being and health. Conveniently situated in Pittsburgh, this practice is easily accessible and equipped with modern medical facilities to offer the best in healthcare services.
The Lab Sports Performance
Welcome to The Lab Sports Performance, located at 701 Thomson Park Dr, Cranberry Twp, PA 16066, United States. Our state-of-the-art facility is dedicated to helping athletes and fitness enthusiasts achieve their peak performance through personalized training programs and cutting-edge equipment. Whether you're a professional athlete aiming to enhance your skills, or someone looking to improve overall health and fitness, The Lab Sports Performance offers a comprehensive range of services tailored to meet your needs. Our expert trainers and coaches bring a wealth of experience and knowledge, ensuring that every workout is both safe and effective. We specialize in sport-specific training, strength and conditioning, injury prevention, and rehabilitation. Additionally, our facility features modern amenities designed to support your fitness journey, including spacious workout areas, advanced exercise machines, and recovery zones.
Iron & Oak Home Services, LLC
Iron & Oak Home Services, LLC is your trusted local general contractor based in Venetia, Pennsylvania. We proudly serve a wide range of communities, ensuring that our neighbors receive top-notch services tailored to their unique needs. With over 15 years of dedicated hands-on experience, our seasoned team excels in various trades, delivering high-quality workmanship and exceeding client expectations.
Frank Mindicino - Financial Advisor, Ameriprise Financial Services, LLC
Frank Mindicino - Financial Advisor, Ameriprise Financial Services, LLC, is a distinguished financial advisory practice located at 54 Buhl Blvd, Sharon, PA 16146, United States. As a reputable entity in the finance industry, Frank Mindicino offers a comprehensive suite of financial planning and advisory services, tailored to meet the diverse needs of individuals, retirees, small business owners, and domestic partners. Frank Mindicino holds multiple prestigious certifications and designations that underscore his expertise and commitment to providing high-quality financial advice. These include the Accredited Asset Management Specialist™ (AAMS™), which requires rigorous coursework and adherence to a code of ethics, focusing on real-world asset management and investment strategies. The Accredited Domestic Partnership Advisor™ (ADPA™) certification highlights his proficiency in wealth transfers, federal taxation, and planning for financial and end-of-life needs for domestic partners.
Secure Money Advisors
Secure Money Advisors: Your Trusted Partner in Financial Security Located at 504 S Main St, Zelienople, PA 16063, Secure Money Advisors specializes in providing expert financial guidance to help you grow your portfolio with low-risk investments and navigate your retirement journey with confidence. Founded by Brian Quaranta, who has risen from a modest upbringing to become a leading figure in the financial sector, Secure Money Advisors is built on the core values of knowing our clients, gaining their trust, and helping them build a secure future.
eCenter@LindenPointe - A Business Incubator
eCenter@LindenPointe - A Business Incubator is a premier innovation hub situated at 3580 Innovation Way, Hermitage, PA 16148, United States. Dedicated to fostering entrepreneurial growth and nurturing startups, this state-of-the-art facility offers a dynamic environment where ideas can flourish and businesses can thrive. At eCenter@LindenPointe, entrepreneurs gain access to a wealth of resources, including modern office spaces, cutting-edge technology, and a supportive community of like-minded individuals. The incubator provides invaluable mentorship from seasoned business professionals, comprehensive training programs, and networking opportunities designed to accelerate business development.
Explore At eXp Realty
Welcome to Explore At eXp Realty, your premier real estate agency located at 113 Floral Vale Boulevard, Yardley, Pennsylvania. We are dedicated to helping you discover and invest in exceptional properties in our featured areas. Whether you're searching for a peaceful retreat, a luxurious residence, or a smart investment opportunity, our diverse portfolio has something to offer for every discerning buyer. Experience tranquility with our charming Raised Rancher, boasting three bedrooms and three full baths. This home is perfect for those seeking peace and quiet, with features like a large eat-in kitchen, a welcoming living room, and a front porch with views of nature. The spacious walk-out basement with entertainment potential and a maintenance-free rear deck makes this home a must-see, priced to sell.
Nearby cities:
- Bridgeville
- Canonsburg
- Conneaut Lake
- Conshohocken
- Coraopolis
- Cranberry Township
- Doylestown
- Edinboro
- Ellwood City
- Erie
- Fairless Hills
- Gibsonia
- Greensburg
- Hawley
- Hermitage
- Honesdale
- Jenkintown
- Mars
- Monroeville
- Mount Lebanon
- New Castle
- New Hope
- New Wilmington
- Norristown
- Philadelphia
- Pittsburgh
- Pottstown
- Sewickley
- Sharon
- Uniontown
- Warrendale
- Washington
- Wayne
- West Chester
- Yardley
- Zelienople
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