Person centered planning in Bala Cynwyd, Pennsylvania

Philadelphia Smart Pain & Wellness, led by Dr. Samuel Grodofsky, MD, is a leading healthcare institution located in Bala Cynwyd, Pennsylvania. Specializing in pain management and overall wellness, Dr. Grodofsky and his team provide expert care and personalized treatment plans to help patients achieve optimal health. From chronic pain management to physical therapy services, Philadelphia Smart Pain & Wellness is dedicated to improving the quality of life for all patients. Visit us today to experience compassionate care and cutting-edge treatments in a comfortable and welcoming environment.

Summers Jane MD is a reputable medical institution located at 11 Bala Avenue in Bala Cynwyd, Pennsylvania, United States. Dr. Jane Summers specializes in providing top-notch healthcare services to patients in need. With a focus on personalized care and a commitment to improving the health and well-being of her patients, Dr. Summers is dedicated to providing comprehensive medical treatment in a compassionate and professional manner. Whether you are in need of a routine check-up or have a specific health concern, Summers Jane MD is here to help you achieve optimal health and wellness.

Frattaroli Elio MD is a reputable medical institution located at 1 Bala Avenue in Bala Cynwyd, Pennsylvania, United States. Specializing in healthcare services, Dr. Frattaroli offers expert medical care to patients in need. With a focus on providing personalized treatment plans and compassionate care, this institution is dedicated to promoting the health and well-being of its patients. Whether you are in need of a routine check-up or treatment for a specific health concern, Frattaroli Elio MD is committed to providing top-quality medical services to the community.

Merrill Lynch Financial Advisor Victor Altadonna Sr, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, offers personalized wealth management strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Victor Altadonna Sr can help you navigate today's changing market conditions. As a Wealth Management Client Associate and Resident Director Assistant, Victor Altadonna Sr focuses on understanding your priorities, family dynamics, and evolving goals. By starting with a conversation, he helps you identify what matters most to you and creates a personalized plan centered on achieving your aspirations.

Merrill Lynch Financial Advisor Doug Grom, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, United States, is dedicated to helping you manage your wealth by providing personalized wealth management strategies. With access to the investment insights of Merrill and the banking solutions of Bank of America, Doug Grom can assist you in creating a flexible financial strategy tailored to your goals and priorities. By participating in the community and volunteering with local organizations, Doug Grom embodies the Merrill tradition of serving the communities we work in. Through Merrill Personal Wealth Analysis™, Doug Grom can work with you to build a personalized financial plan centered around your goals. By understanding your investment preferences and financial goals, Doug can help you make informed decisions to pursue your aspirations, whether it's planning for retirement, buying a home, funding education, or passing wealth to future generations.

Merrill Lynch Financial Advisor Rocco Rugnetta, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, is a trusted institution offering personalized financial advisory and wealth management services. Rocco, a Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management, has over a decade of experience in managing retirement services and specializes in providing advisory services to affluent families, professionals, business owners, and corporate executives. With a focus on investments, retirement income strategies, corporate retirement plans, endowment & trust services, and college 529 plans, Rocco is dedicated to helping clients achieve their financial goals. Rocco holds an MBA in Finance and has earned designations such as Chartered Retirement Planning Counselor and Certified 401(k) Professional. He is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. By understanding each client's unique goals and priorities, Rocco and his team create customized financial strategies that evolve with changing life circumstances and market conditions.

Robert G Karalius, Financial Advisor at Karalius & Associates Insurance and Financial Services, LLC, is located at 555 East City Avenue, Bala Cynwyd, Pennsylvania, United States. This institution specializes in finance and insurance services, with a focus on providing world-class financial solutions to help successful individuals enhance and preserve their wealth. With over 30 years of experience, Karalius and Associates believe in the mindset of achieving financial success and offer personalized services to help clients reach their goals. The team at Karalius and Associates, including Robert G. Karalius, Patricia M. Andris, Mark C. Weller, Dominick DiNofa, Donna H. Bolno, and Christopher Williams, are licensed to sell insurance through New York Life Insurance Company and other independent insurance companies in various states. They also offer securities products and services through NYLIFE Securities LLC, as well as advisory services through Eagle Strategies LLC.

Merrill Lynch Financial Advisor Samuel A Morgan is a finance institution located at 2 Bala Plaza, Bala Cynwyd, Pennsylvania, United States. Samuel Morgan focuses on managing your wealth by understanding your full financial picture and creating a flexible strategy tailored to your goals. With access to Merrill's investment insights and Bank of America's banking solutions, Samuel can help you pursue your financial goals through personalized wealth management strategies. He is dedicated to serving the community and volunteers with local organizations. By utilizing Merrill Personal Wealth Analysis™, Samuel can build a personalized plan centered on your goals and aspirations. He believes in understanding your priorities and designing a plan to help you manage, grow, and preserve your wealth while considering the impact for future generations. Through the Investment Personality Assessment, Samuel can customize a financial approach to help you pursue what matters most to you. He is committed to helping you stay on track with your goals, even as your life and the financial markets evolve over time. By working together, Samuel can help you achieve your financial aspirations and live your best financial life.

Merrill Lynch Financial Advisor Michael J Rotay, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, United States, offers personalized wealth management services to high net worth individuals. With over two decades of experience at Merrill Lynch, Michael Rotay provides investment recommendations, retirement planning, and financial strategies tailored to each client's specific goals and needs. He is supported by a dedicated team, including Lauren Hickey, who assists clients with operational and administrative services. The team at Merrill Lynch focuses on building strong client relationships based on trust and personalized service. By utilizing the Merrill Personal Wealth Analysis™ tool, they create personalized financial plans centered on clients' goals and aspirations. With access to the global resources of Merrill and Bank of America, clients can track their progress towards financial goals and adjust their strategies as needed. The team believes in educating clients about investing and providing transparent advice to help them make informed decisions. Whether planning for retirement, buying a home, or funding education, Merrill Lynch Financial Advisor Michael J Rotay and his team are dedicated to helping clients achieve their financial objectives.

Merrill Lynch Financial Advisor Robert J. McKiernan, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, is a finance institution that primarily works with High-Net-Worth Individuals, Families, and Institutions, as well as Working & Retired Professionals and Senior Executives across the country. They focus on exploring seven priorities with clients, including managing healthcare expenses, home investments, family care, leisure activities, charitable giving, work in retirement, and financial goals. The institution collaborates with other trusted professionals to help clients pursue their goals, utilizing the investment insights of Merrill and the banking convenience of Bank of America. Services offered include asset allocation, investment management, traditional and alternative investment selection, bank financing, trust and estate planning, and cash flow management.

Merrill Lynch Financial Advisor Michael A Paolone is a finance institution located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, United States. The institution focuses on managing your wealth by providing a deep understanding of your financial picture and creating a flexible strategy tailored to your goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, the team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. By utilizing the Merrill Personal Wealth Analysis™, personalized plans are developed centered on your goals and aspirations. The team, supported by the global resources of Merrill, is dedicated to helping you pursue your financial goals through customized wealth management strategies. The institution emphasizes the importance of understanding your individual goals, family priorities, and aspirations to create a financial approach that reflects your unique needs. Through ongoing conversations and adjustments, the team at Merrill Lynch aims to help you stay on track to achieve what matters most to you. With a focus on personalized investment strategies and comprehensive financial solutions, the institution is dedicated to helping you reach your financial goals and live your best financial life.

Merrill Lynch Financial Advisor William F Adolph, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, is a finance institution dedicated to providing exemplary client service. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The Adolph Group, led by William F. Adolph III and Norman Deitrich, offers personalized wealth management services backed by Merrill's global investment insights and Bank of America's banking products. The team assists employers with benefit plans and employees with financial wellness and retirement preparedness. Asset allocation is a key component of their investment process, aimed at helping clients achieve their financial goals. Seminars are offered on various topics, including retirement planning and healthcare expenses. Merrill Personal Wealth Analysis™ is used to create personalized financial plans centered on clients' goals. The institution values building strong client relationships based on trust and personalized service, helping clients navigate the complexities of their financial lives.

Merrill Lynch Financial Advisor Justin P Walsh is a finance institution located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, United States. Our team specializes in addressing the investing and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. We collaborate closely with clients to understand their needs and create tailored financial strategies to help them achieve their goals. Our advisors have been recognized for their outstanding client service by financial industry publications and Bank of America Corporation. At Merrill Lynch Wealth Management, we prioritize understanding our clients' family, goals, and priorities. Our mission is to comprehend what matters most to you and help you design and implement a personalized plan to pursue your financial goals while managing investment risk. We believe in providing solutions that can turn aspirations into reality, whether it's planning for future healthcare expenses, saving for college, considering a business sale, or passing wealth to future generations.

Michael Berardi, Financial Professional at New York Life, located at 555 East City Avenue in Bala Cynwyd, Pennsylvania, is a trusted finance and insurance agency. With years of experience and expertise, Michael Berardi offers personalized financial solutions to help clients achieve their goals and secure their future. Whether you are looking for retirement planning, investment advice, or insurance coverage, Michael Berardi is dedicated to providing top-notch service and guidance. Contact Michael Berardi today to start building a strong financial foundation for tomorrow.

Merrill Lynch Financial Advisor Maria C Pizzini is a Senior Financial Advisor located at 2 Bala Plaza, Bala Cynwyd, Pennsylvania, United States. Maria specializes in providing comprehensive wealth and investment management for individuals, families, and small businesses, with a focus on the equine and healthcare industries. With a unique perspective and personalized approach, Maria takes the time to understand her clients, their financial situations, and what matters most to them. She then creates customized wealth management strategies that are flexible and adaptable to changing needs and market conditions. Outside of work, Maria enjoys reading, writing, spending time with her family (both fur and human), and educating younger generations about personal finance. She is actively involved in the horse community as an avid equestrian, attending shows across the East Coast, competing in the jumper ring, and volunteering for the Devon Horse Show.

Simon Financial Group is a prominent finance institution located at 1 Bala Plaza in Bala Cynwyd, Pennsylvania, United States. With a strong reputation for excellence in financial services, Simon Financial Group offers a wide range of financial solutions to individuals and businesses. Their team of experienced professionals provides personalized guidance and expertise in areas such as investment management, retirement planning, and wealth preservation. Whether you are looking to grow your wealth or secure your financial future, Simon Financial Group is dedicated to helping you achieve your financial goals.

Merrill Lynch Financial Advisor Jason Pierce, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, offers a comprehensive range of financial services for both institutions and individuals. The team at Merrill Lynch focuses on addressing the investing and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. With a commitment to building strong client relationships based on trust and personalized service, the team at Merrill Lynch is dedicated to helping clients pursue their financial goals. Merrill Lynch is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is supported by the global resources of Merrill and is comprised of talented and experienced individuals who are committed to providing exemplary client service.

Merrill Lynch Financial Advisor Jamie R Policare, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, is dedicated to managing your wealth with a comprehensive understanding of your financial situation. With access to the investment insights of Merrill and the banking convenience of Bank of America, Jamie can help create a flexible strategy tailored to your changing market conditions and personal goals. By participating in the community and volunteering with local organizations, Jamie upholds the Merrill tradition of serving the community. Through Merrill Personal Wealth Analysis™, a personalized financial plan can be developed centered on your goals and aspirations. Jamie believes in building long-term relationships by listening to your needs and priorities, helping you navigate important life decisions such as retirement planning, education funding, and wealth transfer. By utilizing the Investment Personality Assessment, Jamie can customize your financial approach to align with your preferences and goals. With a focus on ongoing communication and adjustments, Jamie aims to help you achieve your financial aspirations and stay on track through life's changes. As a Certified Financial Planner, Jamie is registered to do business in multiple states and offers personalized investment strategies to help you pursue your financial goals. Whether you are planning for the future, navigating market fluctuations, or seeking advice on complex financial matters, Jamie Policare is committed to helping you achieve financial success.

Merrill Lynch Financial Advisor Mark A Nottingham, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, United States, is a finance institution that focuses on addressing the investing and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. The team at Merrill Lynch works closely with clients to determine their needs in order to craft customized financial strategies to help them pursue their goals. Advisors at Merrill Lynch have received recognition from financial industry publications and Bank of America Corporation, setting the standard for exemplary client service. The team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. With access to the global resources of Merrill, the team provides personalized financial plans to help clients manage, grow, and preserve their wealth while considering their long-term financial goals. Merrill Lynch Wealth Management Advisors prioritize understanding clients' goals, priorities, and aspirations to provide tailored financial solutions. The team uses the Merrill Personal Wealth Analysis™ to build and document personalized plans centered on clients' goals. By regularly reviewing and adjusting financial approaches, the team aims to help clients stay on track to achieve their goals. Merrill Lynch Wealth Management Advisors are dedicated to helping clients navigate the financial complexities of life and build customized investment approaches to pursue their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch advisors are committed to putting clients first and guiding them along their financial journey.

At Merrill Lynch Financial Advisor BRITTANY L. STIVALE, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, United States, you will find insights, observations, and ideas to help you achieve your financial goals. Brittany Stivale offers personalized financial planning centered on your goals and tailored to what you want to achieve. As a non-traditional financial advisor, Brittany provides investment advice, guidance, and wealth management strategies, as well as covering current topics such as portfolio theory, active management, and socially responsible investing. Brittany's approach is fun, relatable, and informative, focusing on education and compassion. With a background in finance and professional designations including AAMS, AWMA, and CRPC, she is dedicated to helping clients organize and simplify their financial lives. Brittany's personalized approach has helped her build a successful business from scratch, working with a diverse range of clients to help them achieve their financial goals.

to the banking convenience of Bank of America. Merrill Lynch Financial Advisor Marybeth Henry, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, has over four decades of experience in the finance industry. With a focus on helping high-net-worth individuals achieve their financial goals, Marybeth utilizes her expertise in asset allocation strategies and retirement planning to create personalized portfolios that resonate with her clients' needs and aspirations. By following an investment discipline within the Merrill context, Marybeth assists investors in choosing their path to financial independence. She believes in the power of deep client relationships, intensive study, and listening to formulate the best response for each individual client's benefit. Marybeth's mission is to understand her clients and what matters most to them, in order to create a financial approach that reflects their personality and priorities. With access to the resources and research capabilities at Merrill, Marybeth is dedicated to helping her clients achieve their goals and navigate the complexities of the financial markets. Whether you're planning for retirement, saving for a home, or funding a child's education, Marybeth is committed to helping you pursue what matters most to you. Contact Merrill Lynch Financial Advisor Marybeth Henry today to start building a personalized plan centered on your goals and focused on what you want to achieve.

Hardie House is a charming institution located at One Oakland Terrace in Bala Cynwyd, Pennsylvania, United States. With a motto of "Comfort you can feel | Quality you can see | Prices you will love", this beautiful 1920’s Spanish inspired community offers a variety of floor plans for studio, one- and two-bedroom apartments featuring exquisite original hardwood flooring. Residents can choose between sunrooms and balconies, enjoy spacious walk-in closets and ceramic tub-shower combo baths. The institution offers 24-hour emergency maintenance, dedicated on-site management, and an easy-to-use online resident portal for convenience. Positioned in a convenient location off City Avenue with access to Philadelphia and the Main Line, as well as close proximity to St. Joe’s, Bala Cynwyd Shopping Center, Center City, Main Line, and more. Bala Cynwyd is known for being the hometown of St. Joseph’s University and PCOM, as well as The Mann Center for the Performing Arts.

Western & Southern Life Insurance Company, located in Wayne, Pennsylvania, United States, is an insurance agency that offers a wide range of products to help individuals and businesses plan for their financial future. With personalized guidance and solutions tailored to specific needs, the company aims to help clients navigate through the many decisions involved in financial planning. From life insurance to money management, Western & Southern Life provides tools, articles, and calculators to help individuals feel more confident about their personal finances. The company is committed to providing high-quality products and services to meet the needs of its customers. With a comprehensive rewards package and training opportunities, Western & Southern Life supports the personal success of its clients. Securities are offered through W&S Brokerage Services, Inc., and all companies are members of the Western & Southern Financial Group. It is important to consult with a legal or tax advisor regarding specific situations, as Western & Southern and its affiliates do not provide legal or tax advice. The company is dedicated to helping individuals achieve their financial goals and offers a range of services to support their journey towards financial security.

United American Insurance Co is a trusted insurance agency located at 150 Monument Road, Bala Cynwyd, Pennsylvania, United States. Specializing in Medicare Supplement insurance since 1966, we have been a leading provider in the industry. Our products allow policyholders to keep their choice of doctors and hospitals, giving them the freedom they deserve. With over 50 years of experience in life, health, and Medicare Supplement insurance, we offer superior customer service to both our agents and customers. Our dedication to providing excellent customer support is evident in our commitment to helping policyholders file claims and manage their insurance coverage efficiently. We offer cost-effective solutions for retiree health coverage, as well as group retiree health plans for employers and unions. Our online portal, the eService Center, allows policyholders to access and manage their insurance claims with ease.

Global Insurance Solutions Group is a leading health insurance agency located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, United States. With a team of experienced professionals, they provide comprehensive insurance solutions to individuals and businesses worldwide. Their expertise in the insurance industry allows them to tailor policies to meet the unique needs of each client, ensuring they receive the best coverage at competitive rates. Whether you are looking for health insurance for yourself or your employees, Global Insurance Solutions Group is dedicated to providing top-notch service and support. Contact them today to learn more about how they can help protect you and your loved ones.

Barrist Insurance Group is a leading health insurance agency located at 40 Rock Hill Road in Bala Cynwyd, Pennsylvania, United States. With a team of experienced professionals, Barrist Insurance Group is dedicated to providing comprehensive insurance solutions to meet the unique needs of individuals and families. Whether you are looking for health insurance coverage for yourself or your loved ones, Barrist Insurance Group offers a range of options to ensure you receive the best possible care. Contact us today to learn more about our services and how we can assist you in securing the right insurance plan for your needs.

Arbor Group is a reputable health insurance agency located at 3 Bala Plaza in Bala Cynwyd, Pennsylvania, United States. With a focus on providing top-quality health insurance solutions, Arbor Group is dedicated to helping individuals and families find the best coverage options to meet their needs. Their experienced team of professionals is committed to guiding clients through the insurance process and ensuring they receive the most comprehensive and affordable coverage available. Whether you are looking for individual, family, or group health insurance plans, Arbor Group is your trusted partner in navigating the complex world of healthcare insurance.

New York Life Insurance is a reputable finance and insurance agency located at 555 East City Avenue in Bala Cynwyd, Pennsylvania, United States. With a long history of providing reliable and comprehensive insurance coverage, New York Life Insurance is dedicated to helping individuals and families protect their financial futures. Their team of experienced agents offers personalized service and a wide range of insurance products to meet the unique needs of each client. Trust New York Life Insurance to provide peace of mind and financial security for you and your loved ones.

C. H. Bonnett & Co., Inc. is a reputable insurance agency located at 191 Presidential Boulevard in Bala Cynwyd, Pennsylvania, United States. With a strong commitment to providing personalized insurance solutions, they offer a wide range of coverage options for individuals and businesses. Their experienced team of professionals works diligently to assess each client's unique needs and provide tailored insurance plans to protect their assets and investments. Whether you are looking for home, auto, life, or business insurance, C. H. Bonnett & Co., Inc. is dedicated to delivering top-notch service and reliable coverage. Contact them today to discuss your insurance needs and experience peace of mind knowing you are in good hands.

Dash & Love Insurance, a Division of Risk Strategies, is a reputable insurance agency located at 1 Belmont Avenue in Bala Cynwyd, Pennsylvania, United States. With a focus on providing top-notch insurance solutions to individuals and businesses, our team of experienced professionals is dedicated to helping clients find the best coverage for their needs. Whether you are looking for auto, home, life, or business insurance, we are committed to delivering personalized service and tailored policies to ensure peace of mind and financial security. Trust Dash & Love Insurance to protect what matters most to you.