The 30 Best Non profit finance in Pennsylvania
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CONNOLLY FINANCIAL SERVICES LLC
Connolly Financial Services LLC is a finance institution located at 12300 Perry Highway in Wexford, Pennsylvania, United States. With a focus on providing personalized financial solutions, they offer a range of services including investment management, retirement planning, estate planning, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Connolly Financial Services LLC is committed to providing expert guidance and support every step of the way.
Lincoln Investment Planning
Lincoln Investment Planning, located at 1606 Carmody Court in Sewickley, Pennsylvania, is a finance institution dedicated to helping investors and employers achieve their long-term financial goals. With a focus on offering quality investment, insurance, and retirement products, Lincoln Investment empowers their advisors to provide the service and support needed for success. In an exciting development, Lincoln Investment is expanding their partnership with BNY Mellon’s Pershing to enhance their custodial platform and provide financial professionals with access to Pershing X’s Wove wealth management platform. This technology suite will offer advanced solutions to support advisors in their work.
Lori A. Hodge, CPA & Associates
Lori A. Hodge, CPA & Associates is a reputable accounting and finance institution located at 183 Scharberry Lane in Mars, Pennsylvania, United States. With a team of skilled professionals led by Lori A. Hodge, a certified public accountant, the firm offers a wide range of accounting and financial services to individuals and businesses. From tax preparation and planning to financial consulting and auditing, Lori A. Hodge, CPA & Associates is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Trustworthy, experienced, and committed to excellence, this institution is the go-to destination for all your accounting and finance needs.
DBR & CO
Located at 436 Seventh Avenue in Pittsburgh, Pennsylvania, DBR & CO is a finance institution dedicated to helping individuals and organizations achieve their financial goals. With a focus on preserving, growing, and thoughtfully planning wealth, DBR & CO offers independent investment expertise and fiduciary best practices to ensure successful outcomes. The institution prides itself on developing personal relationships with clients and providing bespoke wealth advisory services for multi-generational families. With a multidisciplinary team of specialists, DBR & CO offers comprehensive financial planning, investment management, and strategic advisory services for a range of clients, including individuals, families, retirement plans, and non-profit organizations. Committed to always putting clients' best interests first, DBR & CO follows the Fiduciary Standard and strives to have a lasting impact on the lives of those they serve.
Tompkins Consulting Group LLC
Tompkins Consulting Group LLC is a reputable finance institution located at 1414 Fernledge Drive in Pennsylvania, United States. With a team of experienced professionals, they provide expert financial consulting services to individuals and businesses. From investment planning to wealth management, Tompkins Consulting Group LLC is dedicated to helping their clients achieve their financial goals. Trustworthy and reliable, they are committed to delivering personalized solutions tailored to each client's unique needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.
Hudson Business Services
Hudson Business Services, located at 316 West Cunningham Street in Butler, Pennsylvania, is a professional accounting and finance institution. Specializing in assisting organizations with the complex process of registering as a 501(c)3, Hudson Business Services offers services such as setting up required IRS forms, including By-laws, Articles of Incorporation, Mission Statement, and more. With a focus on building personal relationships with clients, Hudson Business Services aims to provide superior accounting services to small and mid-size companies. Founded in 1997, the institution has grown from a Tax Preparation office to a full-service Accounting, Payroll, and Tax Preparation Company. The founding partner, Melody Hudson Kamerer, brings over 20 years of experience in the industry and is supported by her daughter, Jamie Lee Beckwith, and son, Joshua Kamerer, who also bring valuable expertise to the business. Committed to providing professional, trustworthy, and personalized service, Hudson Business Services strives to meet the unique needs of each client. For more information or to contact Hudson Business Services, visit their website or reach out by phone at (724) 283-2831.
Perfectly Balanced Books LLC
Perfectly Balanced Books LLC is a reputable accounting and finance institution located at 446 Pittsburgh Road in Butler, Pennsylvania, United States. With a team of experienced professionals, we provide a wide range of financial services to help businesses and individuals manage their finances effectively. Our goal is to ensure that our clients' books are perfectly balanced and their financial goals are met. Whether you need bookkeeping, tax preparation, or financial planning services, we are here to help you achieve financial success.
Camelback Advisory + Consulting
Camelback Advisory Consulting is a premier accounting and finance institution located in Hampton Township, Pennsylvania. Our team of experienced professionals offers a wide range of services including financial planning, tax preparation, and business consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Visit us at 4068 Mount Royal Boulevard to see how we can assist you with your financial needs.
Infinity Accounting and Advisory Services LLC
Infinity Accounting and Advisory Services LLC is a leading financial institution located at 233 Merchant Street in Ambridge, Pennsylvania. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a commitment to excellence and professionalism, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your accounting and advisory needs.
McClintock & Associates
McClintock & Associates is a highly specialized institution located at 1370 Washington Pike in Bridgeville, Pennsylvania, United States. We focus on accounting and finance, with a deep understanding of Title IV regulations for both for-profit and nonprofit universities. Our team of experts has over 40 years of experience in servicing educational institutions, providing guidance on navigating complex regulations and ensuring compliance. We pride ourselves on our in-house resources for handling individual and corporate returns, as well as our strong relationships with legal counsel in the industry. Our team consists of CPAs and FAAC certified leaders who are constantly staying ahead of regulatory changes to provide the most efficient solutions for your school.
McClure & Wolf, LLP
McClure & Wolf, LLP is a reputable accounting and finance firm located at 538 Morgantown Street in Uniontown, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, financial planning, or investment management, McClure & Wolf, LLP is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized approach sets them apart as a trusted partner in financial success.
MacDougall Financial Counseling
MacDougall Financial Counseling, located at 2364 Pennsylvania 66 in Delmont, Pennsylvania, is a finance institution that values enduring relationships as the foundation of financial well-being. They offer comprehensive support through life's changes, with a focus on personalized service tailored to each client's unique financial situation and goals. The firm, run by a family team, is committed to building long-lasting relationships with their clients. MacDougall Financial Counseling serves as a holistic resource for all financial matters, providing a personalized experience for each individual they work with.
Case | Sabatini
Case | Sabatini is a leading accounting and finance institution located in Pittsburgh, Pennsylvania. With a strong reputation for providing top-notch financial services to businesses and individuals, Case | Sabatini is dedicated to helping clients achieve their financial goals. Their team of experienced professionals offers a wide range of accounting and finance services, including tax preparation, auditing, financial planning, and more. Located at 470 Streets Run Road, Case | Sabatini is committed to providing personalized and reliable financial solutions to meet the needs of their clients.
Thrivent Financial - Al Todd
Thrivent Financial - Al Todd is a finance and insurance agency located at 1736 Ferguson Road, McCandless, Pennsylvania, United States. The institution prides itself on using extensive expertise to thoroughly understand clients' needs, providing smart solutions, precise advice, and a high level of service and integrity. The team at Todd Financial Associates works with a variety of clients, including experienced and inexperienced investors, families, small businesses, retirees, and individuals planning for their future. Clients have access to all team members and their expertise. The institution offers services such as retirement planning, life insurance, disability income insurance, and financial advice. Thrivent believes in using money as a tool to achieve higher purposes and offers financial expertise, investments, insurance, banking, and generosity programs to help people make the most of what they have. Membership at Thrivent provides access to resources and tools to give back and live a more meaningful life.
Block Advisors
Block Advisors is a trusted institution located in Monroeville, Pennsylvania, United States, specializing in accounting and finance services. Our team of experienced professionals is dedicated to providing personalized financial solutions to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment strategies, Block Advisors is here to help you navigate the complexities of the financial world. With a commitment to excellence and a focus on client satisfaction, we strive to be your go-to resource for all your accounting and finance needs. Visit us today to see how we can help you achieve your financial goals.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a prestigious finance institution located at 5862 Baum Boulevard in Pittsburgh, Pennsylvania, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to navigate both rising and turbulent markets. We are dedicated to helping you address your wealth planning challenges and opportunities. In addition to our financial services, our branch is actively involved in volunteerism and charitable outreach to support the economic, social, and cultural life of our communities. We believe in giving back and helping to maintain vibrant, healthy neighborhoods and non-profit organizations.
Gary W Breckley Associates Inc
Gary W Breckley Associates Inc is a reputable accounting and finance institution located at 2510 Ligonier Street in Latrobe, Pennsylvania, United States. With years of experience in the industry, our team of professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or bookkeeping, we are here to help. Trust Gary W Breckley Associates Inc for all your accounting and finance needs.
Graham Accounting and Consulting Services
Graham Accounting and Consulting Services is a reputable institution located at 120 Pine Street in Homer City, Pennsylvania, United States. Specializing in accounting and finance, our team of experts offers a wide range of services to individuals and businesses alike. With a strong commitment to professionalism and customer satisfaction, we strive to provide top-notch financial solutions tailored to meet our clients' specific needs. Trust Graham Accounting and Consulting Services for all your accounting and financial consulting needs.
Focus Accounting & Business Solutions, LLC
Focus Accounting & Business Solutions, LLC is a leading institution located in Punxsutawney, Pennsylvania, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch solutions to help businesses thrive. With a focus on accuracy and efficiency, we offer a wide range of services including tax preparation, bookkeeping, payroll management, and financial consulting. Our convenient location at 104 West Mahoning Street makes us easily accessible to clients in the area. Trust Focus Accounting & Business Solutions, LLC for all your accounting and financial needs.
NEPA Accounting & Consulting
NEPA Accounting & Consulting is a reputable institution located at 480 Pierce Street in Kingston, Pennsylvania, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial consulting, NEPA Accounting & Consulting is here to assist you every step of the way. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and secure a stable financial future. Contact us today to learn more about how we can help you with your accounting and financial needs.
Don Galade Consulting
Don Galade Consulting is a finance institution located at 153 Middle Road, Drums, Pennsylvania, United States. The institution offers services such as financial advising, coaching, and Christian media production. Don Galade is known as a financial advisor, author, financial coach, and Christian media producer. He has made numerous TV appearances discussing his book "In God We Trust; the Dollar We Worship". The institution is associated with the GFS Family of Companies, including GFS Financial Advisors, LLC, Galade Financial Services, Inc., Kingdom Financial Ministries, and Cheradon Tax Planners. Third-party money managers such as Schwab, Brookstone Capital, Morningstar, Managed Portfolio, and OneAscent are also utilized by the institution. Visit the website to learn more about the services offered and to access helpful tools for managing your financial needs.
Hall, Mihalos, Straub & Co., LLC
Hall, Mihalos, Straub & Co., LLC is an accounting and finance institution located at 1426 Wyoming Avenue in Forty Fort, Pennsylvania. Serving clients in Luzerne and Lackawanna Counties, including areas such as Wilkes-Barre, Scranton, Kingston, Mountaintop, and Dallas, our firm was founded in 1984 by experienced professionals from various backgrounds. With a focus on providing the highest level of professional services and trust, we have recently expanded our client services with the addition of two new partners. At Hall, Mihalos, Straub & Co., we specialize in consulting with clients on audit engagements, complex tax matters, wealth preservation strategies, business operations, and business management. Our team of experienced professionals has expertise in a variety of industries, including Real Estate Development, Non-Profit, Governmental, Medical Practices, Printing, Restaurants, Retail, Distributors, Insurance, Automotive, Hospitality Industry, Sports, and Recreational Facilities.
ATA Financial Group LLC Hablamos español
ATA Financial Group LLC Hablamos español is a finance institution located at 1044 3rd Street in Whitehall, Pennsylvania, United States. Specializing in providing comprehensive financial services to individuals, businesses, non-profits, unions, and government agencies, ATA Financial Group offers accounting and tax preparation, wealth management, insurance and risk management, and senior and estate planning. With over 30 years of experience, ATA Financial Group is dedicated to helping clients achieve financial success through personalized service and expert advice. In these challenging times, ATA Financial Group utilizes Zoom meeting technology to ensure safe and efficient communication with clients. Whether you need help with retirement planning, insurance coverage, tax services, or business accounting, ATA Financial Group is here to assist you in reaching your financial goals. Visit us during our regular business hours Monday–Friday, or schedule an appointment during tax season for extended hours. Trust ATA Financial Group to provide you with the expertise and respect you deserve for all your financial needs.
Herrlinger Financial Group
Herrlinger Financial Group is a reputable finance institution located at 263 East Broad Street in Trumbauersville, Pennsylvania, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Herrlinger Financial Group offers a wide range of services including investment management, retirement planning, estate planning, and wealth management. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Visit Herrlinger Financial Group today to start planning for a brighter tomorrow.
The Plan Advocate
The Plan Advocate is a finance institution located at 150 South Warner Road in King of Prussia, Pennsylvania, United States. We specialize in providing expert financial planning and advisory services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to creating customized financial plans tailored to each client's unique needs and objectives. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, The Plan Advocate is here to help you navigate the complexities of the financial world and make informed decisions for a secure financial future. Contact us today to schedule a consultation and start planning for tomorrow.
Merrill Lynch Financial Advisor Brian K. Carickhoff
Merrill Lynch Financial Advisor Brian K. Carickhoff, located at 224 Valley Creek Boulevard in Exton, Pennsylvania, is a finance institution dedicated to helping clients achieve their financial goals with minimal risk. Brian, a former member of the U.S. Army, brings a strong sense of discipline and integrity to his work, ensuring that clients feel comfortable discussing their financial and personal matters. With credentials such as the Accredited Domestic Partnership Advisor™ and CERTIFIED FINANCIAL PLANNER™ certifications, Brian offers a high level of expertise to his clients. He founded Operation Honor Guard, a non-profit organization that honors fallen soldiers by restoring their headstones. At Merrill Lynch Wealth Management, Brian and his team focus on building strong client relationships based on trust and personalized service. They work with clients to create customized investment approaches that address their needs and help them pursue their goals. By staying informed about changes in clients' lives and the financial markets, Brian helps them stay on track to achieve what matters most to them. Through open communication and personalized financial strategies, Brian aims to educate clients and empower them to make informed decisions. With a commitment to community involvement and a focus on family, Brian and his team at Merrill Lynch strive to help clients live their best financial lives.
Seventh Street Group - Morgan Stanley
Seventh Street Group - Morgan Stanley is a prestigious finance institution located at 701 Main Street in Stroudsburg, Pennsylvania. As a branch of the renowned Morgan Stanley, Seventh Street Group offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced professionals, they provide expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment management, wealth planning, or financial advisory services, Seventh Street Group - Morgan Stanley is committed to providing top-notch service and expertise to meet your needs.
Tax Smart Advisors LLC
Tax Smart Advisors LLC is a leading accounting and finance institution located at 2222 South 12th Street in Allentown, Pennsylvania, United States. Our team of experienced professionals specializes in providing expert tax planning and advisory services to individuals and businesses. With a commitment to excellence and personalized service, we strive to help our clients navigate the complexities of the tax system and maximize their financial success. Trust Tax Smart Advisors LLC to be your partner in achieving your financial goals.
Everence Financial
Everence Financial, located at 17 Penn Avenue in Souderton, Pennsylvania, is a unique institution that offers a combination of finance, health, and insurance services. Whether you need assistance navigating the complexities of Medicare, personalized financial guidance, or help choosing the right insurance plan, Everence is here to support you every step of the way. The Moyer family, known for their generosity and commitment to making a difference in the world, is at the heart of Everence's mission. Through gift plans and charitable giving options, you can create a legacy that benefits both your community and your financial future.
Nawn and Company, CPA’s, Ltd.
Nawn and Company, CPA’s, Ltd. is a reputable accounting and finance institution located at 73 Chestnut Road in Paoli, Pennsylvania, United States. Our team of experienced Certified Public Accountants provides a wide range of financial services including tax preparation, auditing, bookkeeping, and consulting. We pride ourselves on our attention to detail, personalized service, and commitment to helping our clients achieve their financial goals. Whether you are a small business owner, individual taxpayer, or non-profit organization, Nawn and Company, CPA’s, Ltd. is here to provide you with expert financial guidance and support. Contact us today to schedule a consultation.
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