Pension plans in Pennsylvania
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Atlantic Pension Administrator
● OpenAtlantic Pension Administrator is a finance institution located at 511 Schoolhouse Road in Kennett Square, Pennsylvania, United States. They specialize in providing pension administration services to individuals and organizations, helping them manage their retirement funds effectively. With a team of experienced professionals, Atlantic Pension Administrator offers personalized solutions to meet the unique needs of their clients. Whether you are planning for retirement or looking to optimize your pension benefits, they are dedicated to helping you achieve your financial goals.
511 Schoolhouse Rd #400, Kennett Square, PA 19348, United States -
Professional Planning Associates
● OpenProfessional Planning Associates is a renowned finance institution located at 400 Market Street in Philadelphia, Pennsylvania, United States. With a team of experienced financial experts, Professional Planning Associates offers comprehensive financial planning services to help individuals and businesses achieve their financial goals. From retirement planning to investment management, their services are tailored to meet the unique needs of each client. With a commitment to excellence and a track record of success, Professional Planning Associates is a trusted partner in financial planning.
400 Market St ste 360, Philadelphia, PA 19106, United States -
American Pension Benefits
● ClosedEstablished in 1974, American Pension Benefits (APB) has been at the forefront of providing exceptional retirement plan services for nearly five decades. Located in Wexford, Pennsylvania, APB is dedicated to supporting retirement plan advisors, institutions, sponsors, and participants with a robust blend of technical expertise, unwavering support, and superior service.Our Commitment:At APB, we understand that navigating the complexities of retirement plans can be daunting. With ever-changing regulations and compliance guidelines, developing comprehensive retirement plans can often become a secondary function of your job. That's where we come in—retirement planning is our primary focus. Our team of 401(k) specialists and administrators, each boasting over 15 years of experience, is committed to staying ahead of regulatory changes and offering future-focused solutions to meet your needs.Services and Features:- Transparent and Flexible Pricing: We believe in providing the highest quality of service with transparent and flexible pricing options. - Expertise: Our knowledgeable team is dedicated to answering your retirement plan questions in plain English, ensuring you fully understand your options and obligations. - Innovative Tools: Our new client-branded mobile app, available on the Apple Store and Google Play, provides easy access to account balances, investment information, personal rates of return, contribution history, and in-app messaging.
115 VIP Drive STE 120, Wexford, PA 15090, United States -
Marquette Associates
● ClosedMarquette Associates is a leading finance institution located at 600 Willowbrook Lane in West Chester, Pennsylvania. With a strong reputation for providing comprehensive financial services, Marquette Associates offers expert advice and guidance to help clients achieve their investment goals. Whether you are an individual investor or a large corporation, Marquette Associates is dedicated to delivering personalized solutions tailored to your specific needs. Trust in Marquette Associates for all your financial planning and investment needs.
600 Willowbrook Ln Suite 610, West Chester, PA 19382, United States -
Millon Financial Services
● OpenMillon Financial Services is a reputable finance institution located at 200 Lawrence Road in Broomall, Pennsylvania, United States. With a strong commitment to providing top-notch financial services, Millon Financial Services offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Millon Financial Services is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and customer-focused, Millon Financial Services is the go-to institution for all your financial needs.
200 Lawrence Rd Suite 500, Broomall, PA 19008, United States -
The Catanella Institutional Consulting Team - UBS Financial Services Inc.
● OpenThe 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.
1735 Market Street Mellon Bank Center, Philadelphia, PA 19103, United States -
Family Financial Center of Lansdowne, E. Baltimore Pike
● ClosedFamily Financial Center of Lansdowne, located on East Baltimore Avenue in Lansdowne, Pennsylvania, is a trusted finance institution dedicated to helping families achieve their financial goals. Our team of experts provides a wide range of services including financial planning, investment management, and retirement planning. With a focus on personalized solutions and exceptional customer service, we strive to empower families to make informed financial decisions and secure their future. Visit us today to see how we can help you achieve financial success.
957 E Baltimore Ave, Lansdowne, PA 19050, United States -
Marley Financial Group
● ClosedMarley Financial Group is a comprehensive financial services institution located at 1056 Pennsylvania 519 in Eighty Four, Pennsylvania, United States. Specializing in accounting, finance, health, and insurance services, we provide expert advice and tailored solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, we offer a wide range of services to meet our clients' needs and ensure their financial success. Contact us today to learn more about how Marley Financial Group can help you secure your financial future.
1056 PA-519, Eighty Four, PA 15330, United States -
Curran Estate & Elder Law, PLLC
● ClosedCurran Estate & Elder Law, PLLC is a law firm located at 1212 Liggett Avenue in Reading, Pennsylvania, United States. Our team is dedicated to building meaningful relationships with our clients, understanding their needs, and helping them navigate the complex legal landscape of elder law and estate planning. We provide compassionate counsel to help preserve your legacy and ensure your loved ones are protected. Our attorneys are experienced in handling legal matters involving wills, trusts, estate planning, and administration. We strive to guide you on your chosen path forward, whether you wish to age in place or transition to assisted living.
1212 Liggett Ave, Reading, PA 19611, United States -
Grove Financial & Associates, Inc.
● ClosedGrove Financial & Associates, Inc. is a reputable health insurance agency located at 252 York Street in Hanover, Pennsylvania, United States. With a team of experienced professionals, they specialize in providing comprehensive insurance solutions for individuals and families. Whether you are looking for medical, dental, or vision coverage, Grove Financial & Associates, Inc. is dedicated to helping you find the right plan to fit your needs and budget. Contact them today to learn more about their services and how they can assist you in securing the coverage you deserve.
252 York St, Hanover, PA 17331, United States -
Bankers Life
● ClosedBankers Life is a finance, health, and insurance agency located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, Washington National Insurance Company, and partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. Planning for long-term care is crucial as healthcare costs rise, and our team is here to help you prepare for the future. We are currently recruiting agents, managers, and investment professionals who are passionate about helping others achieve financial security in retirement. Our award-winning training programs and flexible schedules provide a path to success in your local branch office. Join us at Bankers Life and achieve more in your career.
613 Baltimore Dr, Wilkes-Barre, PA 18702, United States -
ProVantage Insurance & Financial Services, Inc
● ClosedProVantage Insurance & Financial Services, Inc. is an insurance agency located at 206 Lakeside Drive in Southampton, Pennsylvania, United States. We offer a wide range of insurance policies, from low-cost auto insurance to specialized business insurance, all at affordable rates. Our dedicated team is committed to providing thorough coverage for your business, homeowners, car, life, or health insurance needs. With over 40 years of experience, we prioritize building relationships with our clients and strive to be a valuable part of your team. Our agency works with leading insurance companies to provide competitive insurance quotes and stays proactive in re-shopping policies to ensure you are always protected. We also collaborate with accountants and attorneys to tailor the right coverage for your specific needs.
206 Lakeside Dr, Southampton, PA 18966, United States -
TIAA Financial Services
● ClosedTIAA Financial Services is a reputable institution located at 1835 Market Street in Philadelphia, Pennsylvania, United States. Specializing in banking, finance, and insurance services, TIAA is dedicated to providing top-notch financial solutions to its clients. With a strong commitment to customer satisfaction and financial security, TIAA Financial Services is a trusted partner for individuals and businesses seeking reliable financial assistance.
1835 Market St Suite 1600, Philadelphia, PA 19103, United States -
CWT Consulting LLC
● ClosedCWT Consulting LLC is an insurance agency located at 5093 Snyder Mill Road in Spring Grove, Pennsylvania, United States. At CWT Consulting LLC, we believe in buying a policy with a plan for retirement. We offer solutions to supplement your social security and pension with additional guaranteed income that you can never outlive. Our team stays up to date on life insurance options to help you find the right policy for your needs. Retirement is a time that requires proper planning, and we are here to help you secure your golden years. We have the knowledge and experience to set up your social security benefits correctly the first time. If you're not sure where to start, schedule a consultation with us at The Markets at Hanover or by appointment.
5093 Snyder Mill Rd, Spring Grove, PA 17362, United States -
Schlichter Financial Services
● OpenSchlichter Financial Services is a reputable insurance agency located at 25 Penncraft Avenue in Chambersburg, Pennsylvania. With a strong focus on providing personalized financial solutions, our experienced team is dedicated to helping clients navigate the complexities of insurance and financial planning. Whether you are looking for auto, home, life, or business insurance, we are committed to finding the best coverage options to meet your specific needs. Trust Schlichter Financial Services to provide you with the peace of mind and security you deserve.
25 Penncraft Ave # 215, Chambersburg, PA 17201, United States -
Prudential Financial
● OpenPrudential Financial is a reputable finance institution located at 9333 Tate Road in Erie, Pennsylvania, United States. With a strong commitment to providing financial services and solutions to individuals, families, and businesses, Prudential Financial is dedicated to helping clients achieve their financial goals and secure their future. Whether it's retirement planning, investment management, insurance, or wealth management, Prudential Financial offers a wide range of services tailored to meet the unique needs of each client. Trust in Prudential Financial to provide expert guidance and support in navigating the complexities of the financial world.
9333 Tate Rd, Erie, PA 16509, United States -
Principal Financial Group
● OpenPrincipal Financial Group is a finance institution located at 20245 U.S. Highway 19, Cranberry Township, Pennsylvania, United States. We offer a range of insurance products to help you protect what matters most. Download your tax forms and get your questions answered easily. As the presenting sponsor of the John R. Wooden Award and Legends of Coaching Award, we celebrate expertise, excellence, and equality in sports. Protect your life and wages with our services so that your loved ones can continue moving forward no matter what. Dedicate a portion of your paycheck towards big goals like retirement or education with our long-term tailored accounts. Feel confident about investing for your future with the help of our services. Meet your money goals with a partner in your area and utilize our 8 simple steps to adapt your finances as life changes. Learn about the challenges workers may face in retirement planning and research our firm with FINRA's BrokerCheck. Please refer to the Form ADV for important information about our services, fees, and related conflicts of interest. Our Retirement Wellness Planner provides education to help make personal financial decisions. Principal Financial Group offers insurance products, plan administrative services, and investment opportunities. Invest with us and protect your future with confidence.
20245 US-19, Cranberry Twp, PA 16066, United States -
Shear Capital Group, LLC
● ClosedShear Capital Group, LLC is a finance and insurance agency located at 2520 Mosside Boulevard, Monroeville, Pennsylvania, United States. We specialize in financial planning and wealth management services to help our clients make informed decisions in today's complex economy. Our team utilizes independent research and adheres to a fiduciary standard of care to always serve our clients' best interests. Services offered include financial planning, wealth management, pension consulting, and risk management. At Shear Capital Group, we have been providing financial advice and guidance for three generations and over 70 years. Our goal is to help you build and protect your legacy. Securities are offered through LPL Financial, member FINRA/SIPC, and investment advice is offered through Good Life Advisors, LLC, a registered investment advisor. Bradley Shear and Howard Shear may offer advisory services in all states, while Howard Shear may specifically work with residents of PA, FL, OH, and WV.
2520 Mosside Blvd, Monroeville, PA 15146, United States -
Golden Wealth Management
● ClosedGolden Wealth Management is a leading financial institution located at 2 South Main Street in Pittston, Pennsylvania. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management services. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. At Golden Wealth Management, we prioritize building long-term relationships with our clients based on trust, integrity, and transparency. Contact us today to learn how we can help you secure a brighter financial future.
2 S Main St, Pittston, PA 18640, United States -
Carson Choice Retirement Solutions
● ClosedCarson Choice Retirement Solutions is a trusted finance and insurance agency located at 34 Rock Hill Road in Bala Cynwyd, Pennsylvania. Specializing in retirement planning, this institution offers personalized solutions to help individuals and families secure their financial futures. With a team of experienced professionals, Carson Choice Retirement Solutions provides expert advice and guidance to help clients make informed decisions about their investments and insurance options. Whether you are looking to grow your retirement savings or protect your assets, Carson Choice Retirement Solutions is dedicated to helping you achieve your financial goals.
34 Rock Hill Rd, Bala Cynwyd, PA 19004, United States -
M. Myers & Associates, LLC
● ClosedM. Myers & Associates, LLC is a reputable accounting and finance institution located at 2031 North Broad Street in Lansdale, Pennsylvania. With over 35 years of experience, the firm specializes in providing a wide range of services including accounting, financial, tax, and management consulting. Their team of experienced professionals offers personalized and efficient solutions to meet the financial and tax management needs of individuals, partnerships, corporations, fiduciaries, non-profits, pension and profit sharing plans, estates and gifts, and multi-state entities. Whether you need help with tax planning, financial analysis, or business consulting, M. Myers & Associates is dedicated to providing high-quality service to help you achieve your financial goals. Visit their office at Suite 101 in Lansdale or contact them for more information.
2031 N Broad St STE 101, Lansdale, PA 19446, United States -
Retirement Advisory Services
● ClosedRetirement Advisory Services is a leading financial institution located at 1300 Virginia Drive in Fort Washington, Pennsylvania, United States. Our team of experienced advisors specializes in providing personalized retirement planning services to help individuals achieve their financial goals and secure their future. Whether you are nearing retirement age or just starting to plan for the future, our experts are here to offer guidance and support every step of the way. Trust Retirement Advisory Services to help you navigate the complexities of retirement planning and make informed decisions that will set you up for a comfortable and secure retirement.
1300 Virginia Dr # 123, Fort Washington, PA 19034, United States -
Logan Circle Partners
● OpenLogan Circle Partners is a finance institution located at 1717 Arch Street, Philadelphia, Pennsylvania, United States. Institutional investors rely on MetLife Investment Management for expertise in Public Fixed Income, Private Capital, and Real Estate. With a focus on delivering strong, risk-adjusted returns, Logan Circle Partners creates tailored portfolio solutions by understanding client objectives and goals. The institution has a long history of originating private debt and offers actionable insights through whitepapers, articles, and reports from analysts. In December 2022, Logan Circle Partners finalized the acquisition of Affirmative Investment Management (AIM), enhancing their ESG investment capabilities. With a disciplined approach and deep asset class experience, Logan Circle Partners is committed to building strong relationships and delivering on unique investment needs. The institution has been recognized as one of Pensions & Investments' Best Places to Work in Money Management. Contact a professional at Logan Circle Partners to learn more about their services and offerings.
1717 Arch St #15, Philadelphia, PA 19103, United States -
Richard Gabriel Associates
● ClosedRichard Gabriel Associates, located at 601 Dresher Road in Horsham, Pennsylvania, is a finance institution specializing in innovative solutions for health and pension plan designs, funding, and administrative operations. With a team of experienced professionals, rGa offers a wide range of actuarial and administrative consulting services to meet the needs of their clients. Whether it's designing a new plan or optimizing existing operations, rGa has the expertise to provide tailored solutions for every situation. Learn more about how Richard Gabriel Associates can help you achieve your financial goals.
601 Dresher Rd # 201, Horsham, PA 19044, United States -
Franklin Retirement Solutions
● ClosedFranklin Retirement Solutions is a finance institution located at 555 Business Center Drive in Horsham, Pennsylvania, United States. We specialize in creating holistic retirement strategies tailored to fit your unique financial situation. Our goal is to help you achieve the retirement of your dreams. By scheduling a meeting with us, you can discover what your ideal retirement looks like. Using the Franklin Retirement Solutions plan, we will carefully examine your current financial status and determine your retirement needs. You will receive a custom strategy designed to help you reach your specific retirement goals.
555 Business Center Dr Suite 101, Horsham, PA 19044, United States -
Pentegra Retirement Services
● OpenPentegra Retirement Services is a leading financial institution located at 1597 Clark Drive in Yardley, Pennsylvania, United States. Specializing in retirement planning and services, Pentegra offers a wide range of financial solutions to help individuals and businesses achieve their retirement goals. With a team of experienced professionals and a commitment to excellence, Pentegra is dedicated to providing personalized and comprehensive retirement planning services to its clients. Whether you are looking to save for retirement or manage your existing retirement accounts, Pentegra is here to help you every step of the way.
1597 Clark Dr, Yardley, PA 19067, United States -
retirement - Futurity First Pittsburgh
● OpenRetirement - Futurity First Pittsburgh is a leading financial institution located at 5700 Corporate Drive in Pittsburgh, Pennsylvania, United States. Specializing in retirement planning, the institution offers a wide range of services to help individuals secure their financial future. With a team of experienced professionals, Retirement - Futurity First Pittsburgh provides personalized guidance and solutions to help clients achieve their retirement goals. Whether you are looking to invest for the future or plan for your retirement, this institution is dedicated to helping you navigate the complexities of financial planning with confidence and peace of mind.
5700 Corporate Dr #485, Pittsburgh, PA 15237, United States -
Elizabeth Carlson - TIAA Financial Consultant
● OpenElizabeth Carlson - TIAA Financial Consultant is a reputable financial institution located in Pittsburgh, Pennsylvania. As a trusted advisor, Elizabeth Carlson provides expert financial consulting services to individuals and organizations seeking to optimize their financial portfolios. With a focus on personalized solutions and client satisfaction, Elizabeth Carlson helps clients navigate the complex world of finance and investment. Visit the institution at 118 Bakery Square Boulevard to start your journey towards financial success.
118 Bakery Square Blvd, Pittsburgh, PA 15206, United States -
Portanova Financial Services
● ClosedPortanova Financial Services is a leading financial institution located at 533 East Drinker Street in Dunmore, Pennsylvania, United States. We specialize in providing a wide range of financial services to both individual and corporate clients. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized advice and tailored solutions. Whether you are looking for investment management, retirement planning, or estate planning services, Portanova Financial Services is here to help. Contact us today to schedule a consultation and see how we can help you secure your financial future.
533 E Drinker St, Dunmore, PA 18512, United States -
James Hallman - Prudential Financial
● OpenJames Hallman - Prudential Financial is a reputable finance and insurance agency located at 59 Crawford Drive in West Norriton, Pennsylvania, United States. With a focus on providing top-notch financial services and insurance products, James Hallman - Prudential Financial is committed to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, the experienced professionals at this institution are dedicated to providing personalized solutions tailored to your specific needs. Visit James Hallman - Prudential Financial today and take the first step towards securing your financial future.
59 Crawford Dr, Jeffersonville, PA 19403, United States
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List of local businesses, places and services in Pennsylvania
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