TOP 30 Non profit finance in Pennsylvania
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Andrew Filler - Thrivent
Andrew Filler - Thrivent is a finance institution located at 23 South Main Street, Coopersburg, Pennsylvania, United States. Our mission is to help individuals achieve their financial goals and provide professional guidance on a variety of financial products and services. We are dedicated to serving the local community and can often be found supporting local events and non-profits. Our licensed professionals are committed to providing personalized advice and assistance to anyone seeking to improve their financial situation. Thrivent offers a Financial Planning Framework to analyze and review clients' financial needs, as well as Dedicated Planning Services for more comprehensive planning. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc. Our financial advisors are licensed and credentialed to provide expert guidance on insurance, securities, and investment advisory services. Visit our website or FINRA's Broker Check for more information on our services and professional designations.
Stonebridge Wealth Management
Stonebridge Wealth Management is a leading finance institution located at 920 Cassatt Road in Berwyn, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Stonebridge Wealth Management is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Lincoln Investment Planning
Lincoln Investment Planning, located at 1 East Broad Street in Bethlehem, Pennsylvania, is a finance institution dedicated to helping investors and employers achieve their long-term financial goals. Our advisors offer quality investment, insurance, and retirement products, with the service and support needed for success. We are excited to announce our expanded clearing arrangement with BNY Mellon's Pershing, providing a single custodial platform for our self-clearing business. Additionally, we have selected Pershing X's Wove wealth management platform to offer technology solutions to our financial professionals.
Mill Creek Capital Advisors, LLC
Mill Creek Capital Advisors, LLC is a finance institution located at 161 Washington Street in Conshohocken, Pennsylvania, United States. Founded in 2006, the institution is dedicated to providing customized advice to help clients achieve their financial goals. With over 300 families and institutions served, Mill Creek manages $9.5 billion of assets on behalf of their clients. The team at Mill Creek consists of highly credentialed professionals with an average of 20 years of experience in investment, financial planning, tax, and legal fields. They provide individualized advisory services to high-net worth individuals, families, foundations, endowments, non-profits, and pension plans.
Joseph A Auteri, President & Ceo - Tradecraft Financial Group Llc
Joseph A Auteri, President & CEO of Tradecraft Financial Group LLC, leads a prestigious finance institution located at 1833 Montgomery Avenue in Villanova, Pennsylvania, United States. With a focus on providing top-notch financial services, Tradecraft Financial Group LLC offers expert advice and customized solutions to help clients achieve their financial goals. Under the leadership of Joseph A Auteri, this institution is known for its professionalism, integrity, and commitment to excellence in the world of finance.
Lincoln Investment Planning
Lincoln Investment Planning, located in Philadelphia, Pennsylvania, is a finance institution that empowers advisors to offer quality investment, insurance, and retirement products to help clients achieve their long-term financial goals. With a long-standing clearing arrangement with BNY Mellon’s Pershing, we provide a single custodial platform and utilize Pershing X’s Wove wealth management platform for technology solutions. Educators and non-profit employees can benefit from our expertise in 403(b) plans, helping them turn savers into investors for financial well-being. Our advisors create tailored strategies based on individual needs, comfort levels, and goals. With over 4,000 employers trusting our products and services, we offer flexibility and freedom of choice for conducting business. Contact us at Lincoln Investment 601 Office Center Drive, Suite 300 Fort Washington, PA 19034 for more information. Advisory services are offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers, with securities offered through Lincoln Investment Broker-Dealer, Member FINRA/SIPC. Please note that tax, legal, or Social Security claiming advice is not offered through or supervised by Lincoln Investment or Capital Analysts.
Karr Barth Associates
Karr Barth Associates, located at 1 Belmont Avenue, Bala Cynwyd, Pennsylvania, United States, is a leading finance institution with over 50 years of experience. As an office of Equitable Advisors, Karr Barth offers a wide range of services including wealth management, insurance, estate and wealth transfer, and executive/corporate benefits. The institution aims to provide outstanding service to its clients by focusing on their overall financial picture and developing responsive and responsible planning strategies. Karr Barth Associates is committed to making a difference in the lives of its clients every day. With assets under management exceeding $11B and $29B of life insurance in force, the institution is dedicated to serving the financial needs of over 120,000 households and businesses in the tri-state area. In addition to financial services, Karr Barth Associates is actively involved in supporting charitable and philanthropic organizations both locally and nationally.
Hebb Denise M CPA
Hebb Denise M CPA is a professional accounting and finance institution located at 11676 Perry Highway in Wexford, Pennsylvania, United States. With expertise in financial matters, Hebb Denise M CPA offers comprehensive services to individuals and businesses seeking expert financial advice and assistance. Whether you need help with tax preparation, financial planning, or other accounting services, the experienced team at Hebb Denise M CPA is dedicated to providing top-notch service and guidance to help you achieve your financial goals.
Wilke CPAs & Advisors, LLP
Wilke CPAs & Advisors, LLP is a trusted accounting and finance institution located in Pittsburgh, Pennsylvania, United States. They are dedicated to making a positive impact on their clients' success, providing personalized and responsive service to help businesses grow. From business formation to succession planning, compliance services, outsourced accounting, high-net-worth family services, corporate transactions, tax compliance, year-round tax planning, and more, Wilke CPAs & Advisors offer a wide range of services to meet their clients' needs. Their team of professionals, including David Wilke and Peter Fleming, are known for their technical expertise, professionalism, and dedication to their clients' success. With a focus on exceeding expectations and contributing to their clients' specific needs, Wilke CPAs & Advisors are more than just an accounting firm - they are trusted business partners. Whether you are a small business or a large manufacturing company, Wilke CPAs & Advisors are equipped to meet your accounting and financial needs with professionalism and expertise. Contact them today to experience the difference they can make for your business.
Zero-Tax & Accounting Services
Zero-Tax & Accounting Services is a leading institution located at 2741 Shadowrock Court in Gibsonia, Pennsylvania, United States. Specializing in accounting and finance services, our team of experts is dedicated to helping individuals and businesses navigate the complexities of tax laws and financial management. With a commitment to providing personalized and efficient solutions, Zero-Tax & Accounting Services is the go-to destination for all your accounting needs. Contact us today to learn more about how we can help you achieve your financial goals.
BDO
BDO is a leading accounting and finance institution located at 339 Sixth Avenue in Pittsburgh, Pennsylvania, United States. Our institution offers valuable insights on emerging trends, regulatory updates, and the latest headlines in the legal tech industry. We help businesses enable new growth, find competitive advantage, and energize their business strategy with valuable data. Our team in Pittsburgh provides world-class resources and exceptional service, offering a comprehensive array of assurance, tax, and advisory services. Pittsburgh, historically known as "the Steel City," has diversified to become a hub for healthcare, education, and technology. Our downtown office in Pittsburgh provides local presence, experience, accessibility, and insight businesses expect from BDO. We collaborate with talented professionals to define and enable meaningful success across various industries in the region.
H&R Block
H&R Block is a renowned accounting and finance institution located at 132 Allegheny River Boulevard in Verona, Pennsylvania, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for help with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and assistance to help you achieve your financial goals.
Winter Accounting & Advising, LLC
Winter Accounting & Advising, LLC is a reputable accounting and finance institution located at 601 Allegheny River Boulevard in Verona, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial advising, and bookkeeping. Clients can trust Winter Accounting & Advising, LLC for reliable and accurate financial guidance to help them achieve their goals.
Bowser Accounting & Tax Services
Bowser Accounting & Tax Services is a well-established institution located in Kittanning, Pennsylvania. Specializing in accounting and finance services, they offer expert assistance to individuals and businesses alike. With a commitment to accuracy and professionalism, Bowser Accounting & Tax Services is dedicated to helping their clients navigate the complexities of financial management. Whether you need help with tax preparation, bookkeeping, or financial planning, their team of experienced professionals is ready to assist you. Visit them at 433 Butler Road to discover how they can help you achieve your financial goals.
Accounting
Accounting is a reputable institution located at 500 East Philadelphia Avenue in Boyertown, Pennsylvania, United States. Specializing in accounting and finance, this institution offers a wide range of services including tax preparation, financial consulting, and audit services. With a team of experienced professionals, Accounting provides top-notch financial solutions to individuals and businesses alike. Whether you need help with bookkeeping or financial planning, Accounting is dedicated to helping you achieve your financial goals.
J. Gleason Associates LLC
J. Gleason Associates LLC is an accounting and finance institution located at 928 East High Street in Pottstown, Pennsylvania, United States. With over 32 years of experience, we specialize in working with individuals and small business owners to ensure compliance in the ever-changing tax landscape. Whether you are an individual, small business owner, non-profit, or corporate entity, our experienced CPAs can provide the guidance and support you need for all your tax preparation needs. We offer preparation services for federal, state, and local tax returns, with the convenience of e-filing and the option for direct deposit or check refund. Yes, we are currently accepting new clients, so contact J. Gleason Associates LLC today for all your tax needs!
Beyond Bookkeeping LLC
Beyond Bookkeeping LLC is a leading accounting and finance institution located in Pottstown, Pennsylvania. Our dedicated team of professionals offers a wide range of services to help individuals and businesses manage their financial affairs effectively. From bookkeeping and payroll services to tax preparation and financial planning, we are committed to providing our clients with the highest level of expertise and customer service. Visit us at 939 East Schuylkill Road to see how Beyond Bookkeeping LLC can help you achieve your financial goals.
Shriners Children's Philadelphia
Shriners Children's Philadelphia is a renowned health institution located at 3551 North Broad Street in Philadelphia, Pennsylvania, United States. As a hospital specializing in the unique medical needs of children, we provide exceptional care and support to young patients in need. By joining our mailing list, you can stay informed about the latest events and developments at Shriners Children's Philadelphia. As part of the Shriners Hospitals for Children network, we are a 501(c)(3) non-profit organization dedicated to improving the lives of children through top-notch medical care and compassionate service.
Cost Seg Advisor - New Jersey / Pennsylvania
Cost Seg Advisor is a leading institution in New Jersey and Pennsylvania specializing in accounting and finance services. Our team of experienced professionals is dedicated to helping clients maximize their tax savings through cost segregation studies. Located in Pennsylvania, United States, our institution provides expert advice and guidance to businesses looking to optimize their financial strategies. Trust Cost Seg Advisor to help you navigate the complex world of tax planning and unlock potential savings for your organization. Contact us today to learn more about our services and how we can support your financial goals.
Miller Russell Ratke & Company
Miller Russell Ratke & Company is a reputable accounting and finance institution located at 7 East Skippack Pike in Ambler, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, financial planning, and consulting. Clients can trust Miller Russell Ratke & Company to handle their financial needs with professionalism and expertise.
JW Kelly Associates, LLC
JW Kelly Associates, LLC is an accounting and finance institution located at 455 Pennsylvania Avenue in Fort Washington, Pennsylvania. Our team is dedicated to serving the business needs of small and mid-sized companies, professional service firms, and not-for-profit organizations in various industries such as retail, real estate, medical, legal, and more. We offer ongoing business, tax, computer, accounting, and financial planning assistance to help companies thrive and succeed. Our firm prides itself on delivering work quickly, accurately, and at a fair fee while providing personal attention to both the details of field work and high-level strategic issues affecting our clients' businesses.
Main Street Accounting & Tax
Main Street Accounting & Tax is a trusted institution located on North Main Street in the heart of Doylestown, Pennsylvania. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing personalized and reliable solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Main Street Accounting & Tax is here to help. With a commitment to excellence and a focus on customer satisfaction, you can trust us to handle all of your accounting and tax needs with precision and care. Visit us today at 515 North Main Street to learn more about how we can support your financial success.
CFGI
CFGI, located at 1835 Market Street in Philadelphia, Pennsylvania, is a leading institution specializing in accounting and finance. We provide comprehensive support to the Office of the CFO and Private Equity Sponsors, offering solutions for all critical finance and accounting operations. Our team delivers expertise in people, processes, and technology to address complex financial and technical challenges, driving financial and digital transformation for our clients. At CFGI, we offer integrated solutions throughout the investment lifecycle, assisting organizations and investors with operational finance and technical accounting issues. Our focus is on ensuring continuity and integrity in crucial financial roles, as well as leading businesses towards operational excellence in the finance function. We provide independent valuations for business transactions, help companies prepare for going public, and offer support for financial distress situations.
Guber & Company - Certified Public Accountants
Guber & Company is a reputable institution of Certified Public Accountants located at 1041 Bustleton Pike in Feasterville-Trevose, Pennsylvania, United States. Specializing in accounting, finance, and legal services, our team of professionals has over 20 years of experience in public accounting and business consulting. We prioritize listening to our clients and providing tailored advice based on their individual circumstances. Trust Guber & Company to handle all your financial and legal needs with expertise and professionalism.
Paulding & Associates
Paulding & Associates is a reputable institution located at 1787 West 26th Street in Erie, Pennsylvania. With a commitment to providing top-notch services, they specialize in a wide range of financial and consulting services for individuals and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate complex financial matters with ease. Whether you need assistance with tax planning, investment strategies, or business consulting, Paulding & Associates is here to help. Visit their office today to learn more about how they can support your financial success.
Van Cleve, Inc. Payroll & Bookkeeping
Van Cleve, Inc. Payroll & Bookkeeping is a professional accounting and finance institution located at 2800 West 21st Street in Erie, Pennsylvania, United States. Our dedicated team provides expert payroll and bookkeeping services to businesses of all sizes, ensuring accurate financial records and timely payroll processing. With years of experience in the industry, we are committed to helping our clients manage their finances efficiently and effectively. Trust Van Cleve, Inc. Payroll & Bookkeeping for all your accounting needs.
Halupczynski Vincent F CPA
Halupczynski Vincent F CPA is an accounting and finance institution located at 2402 West 8th Street in Erie, Pennsylvania, United States. As a member of the unique Top 10 Global Network created by FORVIS and Mazars, we offer expert services to help you prepare for what's next in your financial future. From providing the highest level of assurance to keeping up with the latest changes in tax laws, our integrated approach ensures that regardless of your industry or size, you receive the experienced insight needed to move forward with momentum. Trust Halupczynski Vincent F CPA to anticipate and inform you on all financial matters, helping you achieve your goals with confidence.
Nadia A. Havard, Esq.
Nadia A. Havard, Esq. is a legal institution located at 120 West 10th Street in Erie, Pennsylvania, United States. Specializing in accounting, finance, and legal services, Nadia A. Havard, Esq. is affiliated with Knox McLaughlin Gornall & Sennett, P.C., a full service law firm with over 65 years of experience in providing practical solutions to businesses, families, public entities, and nonprofit organizations. In addition to legal services, Nadia A. Havard, Esq. also offers content management, website design, e-commerce, and web development services in the Erie area.
Lucarelli Anthony F CPA
Lucarelli Anthony F CPA is a reputable accounting and finance institution located at 506 Lawrence Avenue in Ellwood City, Pennsylvania. With years of experience and expertise in the field, they offer a wide range of services to individuals and businesses alike. From tax preparation and financial planning to auditing and consulting, their team of certified public accountants is dedicated to providing top-notch solutions tailored to meet their clients' specific needs. Trust Lucarelli Anthony F CPA for all your accounting and finance needs in Ellwood City and beyond.
Basic Tax Accounting
Basic Tax Accounting is a trusted institution located at 1650 East High Street in Waynesburg, Pennsylvania, United States. Specializing in accounting and finance, we offer comprehensive services to help individuals and businesses navigate the complexities of tax preparation and planning. Our team of experienced professionals is dedicated to providing personalized solutions to meet our clients' unique needs. Whether you are looking for assistance with filing your annual taxes or need help with financial planning, Basic Tax Accounting is here to help. Contact us today to schedule a consultation and see how we can assist you in achieving your financial goals.
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