Non profit financial guidance in Pennsylvania

The Catanella Institutional Consulting Team at UBS Financial Services Inc. is a leading financial institution located in Philadelphia, Pennsylvania, United States. With a team of experienced professionals, they provide expert financial consulting services to institutional clients. Specializing in investment strategies, wealth management, and financial planning, the team at Catanella Institutional Consulting is dedicated to helping their clients achieve their financial goals. Whether you are a corporation, non-profit organization, or government entity, you can trust the expertise and guidance of the Catanella Institutional Consulting Team at UBS Financial Services Inc.

North Philadelphia Financial Partnership is a finance institution located at 1300 West Lehigh Avenue in Philadelphia, Pennsylvania. Our mission is to provide accessible and affordable financial services to the residents of North Philadelphia, empowering them to achieve their financial goals and improve their overall financial well-being. Our team of experienced professionals is dedicated to providing personalized support and guidance to help our clients make informed decisions about their money. Whether you are looking to open a savings account, apply for a loan, or receive financial counseling, North Philadelphia Financial Partnership is here to help you every step of the way. Visit us today to learn more about how we can assist you in reaching your financial aspirations.

Keystone Outreach and Enrollment and Financial Counselors is a comprehensive institution located at 830 5th Avenue in Chambersburg, Pennsylvania. Our dedicated team of professionals provides expert guidance and support in finance, health, and insurance matters. Whether you need assistance with enrolling in a health insurance plan, managing your finances, or navigating the complexities of insurance policies, our counselors are here to help. With a focus on personalized service and a commitment to helping our clients achieve their financial and healthcare goals, Keystone Outreach and Enrollment and Financial Counselors is your trusted partner in achieving financial security and peace of mind.

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.

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.

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.

Visionary Tax & Financial Services, located at 770 East High Street in Pottstown, Pennsylvania, is a leading institution specializing in personalized taxation and financial services. Founded by CEO Daisy Sosa, our team is dedicated to providing top-notch services to clients throughout the Pennsylvania area. With a focus on maximizing refunds and helping clients achieve their financial goals, we are your trusted tax and financial planner. Our services include tax preparation, financial planning, notary services, and consulting tailored to your individual needs. As a Mobile Tax Service, we offer remote tax preparation through our Secured Mobile Application, email, or fax, ensuring convenience for clients both near and far. By choosing Visionary Tax & Financial Services, you are not only receiving expert financial guidance but also supporting a team dedicated to giving back to the communities we serve.

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.

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.

Alan Federico is a highly experienced and trusted financial advisor at RBC Wealth Management, located in the heart of Philadelphia, Pennsylvania. With a focus on personalized financial planning and investment strategies, Alan helps clients achieve their long-term financial goals. Whether you are planning for retirement, saving for education, or building wealth, Alan is dedicated to providing expert guidance and tailored solutions to meet your unique needs. Visit Alan Federico at 1 Logan Square to start your journey towards financial success.

Merrill Lynch Financial Advisor Jeffrey J Martinides, located at 1040 Stony Hill Road in Yardley, Pennsylvania, United States, offers personalized financial strategies to help clients pursue their goals. The Martinides Group at Merrill focuses on delivering customized solutions to address financial concerns and provide insights on overlooked issues. The team specializes in supporting corporate executives, individuals transitioning into retirement, businesses, and business owners. By utilizing a thoughtful planning approach, managing investments, and providing ongoing service, the team aims to add significant value to clients. The advisors at Merrill Lynch work closely with clients to understand their priorities, goals, risk tolerance, and time horizons in order to develop a tailored financial strategy. The team is dedicated to helping clients make informed investment decisions and trade-offs to achieve their meaningful goals. With access to the resources of Merrill and Bank of America, clients receive transparent guidance on potential risks and opportunities. The advisors at Merrill Lynch have received recognition for their exemplary client service, setting the standard in the industry. The team is committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, clients can create a personalized plan centered on their goals and aspirations. The team regularly reviews and adjusts the financial approach to reflect changes in clients' lives and the financial markets. By getting to know clients personally and understanding what matters most to them, the advisors at Merrill Lynch can offer a customized approach that aligns with their life priorities. With a focus on personalized investment strategies and comprehensive financial solutions, the team at Merrill Lynch is dedicated to helping clients achieve their goals.

At Merrill Lynch, Financial Advisor Andrew "Drew" Morrison and the Kish Morrison Group are dedicated to providing comprehensive wealth management services tailored to meet the unique needs of each client. Located in the heart of Pittsburgh, PA, our team offers insights on market trends and strategies to navigate potential opportunities and risks, all within a quick 15-minute consultation.Our Philosophy:We believe true wealth management extends beyond mere investment. Our holistic approach focuses on designing financial strategies that align with your most important goals, not just for your lifetime, but for generations to come. Whether you are accumulating wealth or looking to preserve it, we provide personalized attention and high-touch service to both high-net-worth clients and the emerging affluent. Core Principles:- Investment Manager Selection: We choose managers with consistent, favorable risk-adjusted returns and a tenure of five to ten years or more. - Asset Allocation: We believe asset allocation is the most crucial determinant of long-term investment returns. - Market Timing: We do not attempt to time the markets.

JBB & Associates, LLC is a trusted accounting and finance institution located at 1700 Market Street in Philadelphia, Pennsylvania, United States. Our comprehensive services include transaction input and categorization, A/R and A/P maintenance, business operations, strategic growth, and risk assessment. Our team of tax experts is dedicated to increasing your profits and saving you money by identifying all applicable credits and deductions for your specific industry. With customized support tailored to your current needs and future goals, our services are priced up to 30% lower than a standard accountant.

Equal Access Legal Services is a non-profit organization based in Glenside, Pennsylvania, dedicated to providing affordable legal services to individuals and families in need. Our team of experienced attorneys specialize in a wide range of practice areas, including family law, immigration law, housing law, and more. We believe that everyone deserves access to quality legal representation, regardless of their financial situation. Our office is conveniently located at 402 Bethlehem Pike, making it easy for clients to seek the help they need. Contact us today to learn more about how we can assist you with your legal needs.

Steidl & Steinberg, P.C. Bankruptcy Attorneys is a reputable institution located at 850 South Hermitage Road in Hermitage, Pennsylvania, United States. Specializing in bankruptcy law, their team of experienced attorneys provide expert legal guidance and support to individuals and businesses facing financial difficulties. With a focus on accounting and finance, Steidl & Steinberg, P.C. offers comprehensive services to help clients navigate the complex process of filing for bankruptcy and achieving a fresh financial start. Trustworthy and dedicated, their attorneys are committed to helping clients resolve their financial issues with professionalism and compassion.

Summit Legal Aid in Greensburg, Pennsylvania, is a free community legal aid institution that provides essential legal services to those in need. Located at 16 East Otterman Street, our team of dedicated lawyers and advocates are committed to ensuring that everyone has equal access to justice. Whether you are facing family issues, housing disputes, economic hardship, or domestic abuse, Summit Legal Aid is here to help. Our services range from child custody cases to eviction defense, from financial security to protection from domestic violence.

Male Elizabeth A is a reputable institution situated at 3925 Reed Boulevard in Murrysville, Pennsylvania, United States. Specializing in accounting, finance, and legal services, Male Elizabeth A offers expert guidance and assistance in navigating the complex world of financial and legal matters. With a team of experienced professionals, the institution is committed to providing top-notch services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or legal advice, Male Elizabeth A is the go-to destination for all your accounting, finance, and legal needs.

Foster Law Offices, LLC is a reputable finance and legal institution located at 400 Market Street in Warren, Pennsylvania, United States. Our team of experienced lawyers specializes in a wide range of legal services, including estate planning, business law, and financial litigation. With a commitment to providing personalized and efficient solutions for our clients, Foster Law Offices, LLC is dedicated to helping individuals and businesses navigate complex legal matters with confidence and peace of mind. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

Paul H. Herbein & Associates is a reputable accounting and consulting firm located at 2601 Centre Avenue in Reading, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of services including tax planning, auditing, financial consulting, and business advisory. Their commitment to excellence and personalized attention to each client sets them apart in the industry. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Paul H. Herbein & Associates is dedicated to helping you achieve your financial goals.

ESQx Business Law, located in Wayne, Pennsylvania, is a legal counsel firm specializing in serving small businesses, innovators, and entrepreneurs in the Philadelphia area. With a mission to keep clients out of the corporate rat race, achieve financial independence, and make a positive impact, ESQx offers unparalleled legal services tailored to the unique needs of each client. Whether you are starting a new venture, launching a product, or managing an existing business, ESQx is here to help position you for success. From business formation to contract negotiation, trademark filing to business litigation, the firm provides comprehensive legal support to ensure the growth and protection of your business.

The Law Offices of Hoffmeyer & Semmelman is a highly respected institution located in York, Pennsylvania. Specializing in accounting, finance, and legal services, our team of experienced attorneys is dedicated to providing top-notch representation for our clients. From estate planning and tax law to business transactions and real estate matters, we offer a wide range of services to meet our clients' needs. Conveniently situated at 30 North George Street, our office is easily accessible for individuals and businesses in the York area. Trust the Law Offices of Hoffmeyer & Semmelman for expert guidance and personalized solutions for all your legal and financial needs.

Raie Law is a reputable institution located at 1501 North 2nd Street in Philadelphia, Pennsylvania, United States. Specializing in accounting, finance, and legal services, Raie Law offers expert advice and assistance to individuals and businesses alike. With a team of experienced professionals, they provide top-notch services tailored to meet the unique needs of each client. Whether you need help with tax preparation, financial planning, or legal representation, Raie Law is dedicated to helping you navigate the complexities of the financial and legal world with confidence and ease.

Sheena Bediako Law Office is a reputable legal institution located at 302 Floral Vale Boulevard in Yardley, Pennsylvania, United States. Specializing in various aspects of law, the office is committed to providing top-notch legal services to clients in need of expert guidance and representation. With a focus on professionalism, integrity, and client satisfaction, Sheena Bediako Law Office is dedicated to helping individuals navigate the complexities of the legal system with ease and confidence. Contact them today for all your legal needs.

Ginader, Jones & Co., LLP is a leading accounting and finance firm located at 1 Highland Boulevard South in Archbald, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses seeking expert financial guidance.

Fox Rothschild LLP is a prestigious law firm located at 2800 Kelly Road in Warrington, Pennsylvania. With a team of highly skilled attorneys, they provide a wide range of legal services to clients in the United States and beyond. Known for their expertise in various practice areas, including business law, litigation, real estate, and more, Fox Rothschild LLP is dedicated to providing top-notch legal representation and guidance to help clients achieve their goals. Their commitment to excellence and client satisfaction sets them apart as a trusted and reliable legal partner.

Metka Law, LLC is a reputable institution specializing in accounting, finance, and legal services. Located at 4802 Neshaminy Boulevard in Bensalem, Pennsylvania, United States, Metka Law, LLC offers expert advice and assistance in various legal matters, financial planning, and accounting services. With a team of experienced professionals, they provide personalized solutions to meet the unique needs of their clients. Whether you are in need of legal representation, financial guidance, or accounting support, Metka Law, LLC is committed to delivering top-notch services with integrity and professionalism.

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.

T Rankin - State Farm Insurance Agent is a health and insurance agency located at 12125 Frankstown Road in Pittsburgh, Pennsylvania, United States. With a focus on providing personalized insurance plans for individuals and families, T Rankin offers a range of insurance options including auto, home, life, renters, and business insurance. The agency is dedicated to ensuring that clients are protected and covered in all aspects of their lives. Outside of the office, T Rankin enjoys spending time with his wife and their French bulldog, Paris. He is passionate about building relationships and creating lasting memories with family and friends. In his free time, T Rankin enjoys activities such as golf, basketball, outdoor adventures, and sharing meals with loved ones.

The Nationalities Service Center, located at 1216 Arch Street in Philadelphia, Pennsylvania, is a non-profit organization dedicated to providing support and resources to immigrants and refugees from all over the world. Their services include legal assistance, language classes, job training, and cultural integration programs. The center aims to empower individuals from diverse backgrounds to build successful lives in their new community. With a commitment to promoting diversity and inclusion, the Nationalities Service Center serves as a vital resource for those seeking to navigate the challenges of resettlement and achieve a sense of belonging in the United States.

Advantage Insurance, located at 105 North Flowers Mill Road in Langhorne, Pennsylvania, is a finance and insurance agency that also serves as a local government office. Specializing in auto, home, and business insurance in Pennsylvania and New Jersey, Advantage Insurance is owned by Steven Kramer and Lee Kirsh, who have over 30 years of experience in the industry. With a wide range of personal and commercial carriers to choose from, they can help you find the perfect insurance solution tailored to your needs. Advantage Insurance is known for its commitment to its clients, working on your side to ensure fair and prompt payment in the event of a loss. They are also one of the largest insurance agencies providing coverage for independent car dealerships and non-profit organizations in the area.