TOP 30 Best Personal finance advisors in Wilkes-Barre, Pennsylvania
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Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a leading finance institution located at 1065 Pennsylvania 315, Wilkes-Barre, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert wealth management services. With a strong reputation for excellence and a commitment to client satisfaction, Morgan Stanley Financial Advisors is the trusted partner you need for all your financial needs. Contact us today to schedule a consultation and start planning for a secure financial future.
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Merrill Lynch Financial Advisor Ronald Douglas Coltrane
● ClosedMerrill Lynch Financial Advisor Ronald Douglas Coltrane, located at 600 Baltimore Drive in Wilkes-Barre, Pennsylvania, is committed to helping you manage your wealth with a personalized approach tailored to your unique financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Ronald Coltrane can help you create a flexible strategy that adapts to changing market conditions. As a part of the Merrill Lynch tradition of community involvement, Ronald Coltrane volunteers his time with organizations in the local community, demonstrating a commitment to serving others. Through the Merrill Personal Wealth Analysis™ process, he can work with you to build a personalized plan centered on your goals and aspirations, providing advice and guidance to help you achieve financial success.
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Northwestern Mutual - Scranton/Wilkes-Barre
● OpenNorthwestern Mutual - Scranton/Wilkes-Barre is a leading financial institution located at 52 Glenmaura National Boulevard in Moosic, Pennsylvania, United States. Specializing in providing comprehensive financial planning, investment strategies, and insurance solutions, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their future. With a team of experienced financial advisors, Northwestern Mutual offers personalized services tailored to each client's unique needs. Whether you are planning for retirement, saving for your children's education, or protecting your assets, Northwestern Mutual is committed to providing expert guidance and support every step of the way.
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Joseph P Krugel Jr - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJoseph P Krugel Jr is a financial advisor at Ameriprise Financial Services, LLC located at 100 Wilkes-Barre Boulevard in Wilkes-Barre, Pennsylvania, United States. Joseph holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in various areas of financial planning including asset management, retirement planning, estate planning, investment management, and more. Joseph is dedicated to providing comprehensive and personalized financial advice to his clients, helping them achieve their financial goals and secure their future.
100 Wilkes-Barre Blvd Ste 312, Wilkes-Barre, PA 18702, United StatesAdvertisements -
Edward Jones - Financial Advisor: Eileen Y Song
● ClosedEdward Jones - Financial Advisor: Eileen Y Song is a reputable finance institution located at 3 Public Square in Wilkes-Barre, Pennsylvania, United States. Eileen Y Song is a skilled and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for college, or invest for the future, Eileen Y Song can provide personalized guidance and strategies to help you succeed. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Eileen Y Song is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.
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Merrill Lynch Financial Advisor Stephen J Rosenthal
● ClosedMerrill Lynch Financial Advisor Stephen J Rosenthal is a finance institution located at 600 Baltimore Drive, Wilkes-Barre, Pennsylvania, United States. The Youngman, Rosenthal & Shaffer Wealth Management Group at Merrill Lynch is dedicated to providing exemplary client service and has been recognized as one of Forbes "Best-in-State Wealth Management Teams" in 2023 and 2024. With over 145 years of combined experience, the team is committed to helping clients achieve their financial goals, whether it be retirement planning, education funding, home purchasing, or estate planning. They take the time to understand each client's unique needs and design a customized wealth management plan to help them pursue their personal financial goals while managing investment risk. The institution offers personalized investment strategies and comprehensive financial solutions to address the evolving needs and priorities of clients. Merrill Lynch Wealth Management Advisors prioritize building strong client relationships based on trust and personalized service, helping clients navigate the complexities of their financial lives and achieve their goals.
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Merrill Lynch Financial Advisor Charles L Youngman
● ClosedMerrill Lynch Financial Advisor Charles L Youngman is located at 600 Baltimore Drive in Wilkes-Barre, Pennsylvania, United States. This finance institution is part of the Youngman, Rosenthal & Shaffer Wealth Management Group and is supported by the global resources of Merrill. With over 145 years of combined experience, the team at Merrill Lynch is dedicated to helping clients achieve their financial goals, whether it's planning for retirement, funding education, purchasing a home, or estate planning. The advisors at Merrill Lynch focus on building strong client relationships based on trust and personalized service. They believe in using wealth to help turn goals into reality, and offer customized wealth management plans to help clients pursue their personal financial goals while managing investment risk. The institution uses the Investment Personality Assessment to understand clients better as investors and tailor financial approaches accordingly.
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Wells Fargo Advisors
● OpenWells Fargo Advisors is a finance institution located at 1230 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. As a trusted name in the financial industry, Wells Fargo Advisors offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced advisors, they provide personalized financial planning, investment management, and wealth management solutions. Whether you are looking to build your portfolio, plan for retirement, or save for the future, Wells Fargo Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
1230 PA-315, Wilkes-Barre, PA 18702, United States -
Merrill Lynch Financial Advisor Mathew D Shaffer
● ClosedMerrill Lynch Financial Advisor Mathew D Shaffer is a finance institution located at 600 Baltimore Drive, Wilkes-Barre, Pennsylvania, United States. The institution is part of the Youngman, Rosenthal & Shaffer Wealth Management Group and is supported by the global resources of Merrill. The team of advisors at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The advisors have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. With over 145 years of combined experience, the team at Youngman, Rosenthal & Shaffer Group is committed to helping clients achieve their financial goals, whether it's planning for retirement, funding education, purchasing a home, or estate planning. The advisors take the time to ask questions and listen carefully to understand each client's unique financial situation and goals. Together, they design and implement a customized wealth management plan to help clients pursue their personal financial goals while managing investment risk.
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Doran Lisa M
● ClosedDoran Lisa M is a finance and law institution located at 69 Public Square in Wilkes-Barre, Pennsylvania, United States. Specializing in legal and financial services, Doran Lisa M provides expert advice and support to clients in need of legal representation and financial guidance. With a team of experienced lawyers and financial experts, they are dedicated to helping individuals and businesses navigate complex legal and financial matters with professionalism and integrity. Contact Doran Lisa M for all your legal and financial needs.
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Len Mudlock - State Farm Insurance Agent
● ClosedLen Mudlock - State Farm Insurance Agent is an insurance agency located at 647 Pennsylvania 93 in Sugarloaf, Pennsylvania, United States. Len Mudlock and his experienced team offer a range of insurance services including auto insurance, homeowner’s insurance, renter’s insurance, life insurance, boaters insurance, business insurance, and financial services. Len Mudlock, a Pennsylvania native and finance graduate from Pennsylvania State University, is dedicated to providing the right protection for customers in Sugarloaf, Conyngham, Hazelton, Wilkes-Barre, Pittston, and Luzerne, Carbon, Schuylkill, Columbia, Lackawanna, and Monroe counties. The agency is actively involved in supporting local community organizations and events. Whether you are looking for insurance coverage or financial services, Len Mudlock - State Farm Insurance Agent is here to help you prepare for life’s unexpected events. Visit their office, call, click, or text to meet the amazing team and secure your protection today.
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H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 762 Sans Souci Parkway in Wilkes-Barre, Pennsylvania, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and accounting assistance. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions to meet your needs. Visit us today to experience top-notch financial services in a welcoming and professional environment.
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Liberty Tax
● ClosedLiberty Tax is a finance institution located at 30 South Main Street in Wilkes-Barre, Pennsylvania. We specialize in tax preparation services to help individuals and businesses navigate the complexities of tax laws and maximize their refunds. Our team of experienced professionals is dedicated to providing accurate and reliable tax assistance in a friendly and efficient manner. Whether you need help with filing your taxes, resolving tax issues, or planning for the future, Liberty Tax is here to help you every step of the way. Visit us today to experience the freedom of stress-free tax preparation.
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H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 367 South Main Street in Wilkes-Barre, Pennsylvania, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses looking to manage their finances effectively. Whether you need help with filing your taxes, maximizing deductions, or planning for the future, the professionals at H&R Block are dedicated to helping you achieve your financial goals. Visit their office today to learn more about their range of services and how they can help you navigate the complexities of tax and finance.
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Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service located at 850 Sans Souci Parkway in Wilkes-Barre, Pennsylvania, United States, is a finance institution dedicated to helping individuals with their tax preparation needs. While our tax advance loans have ended for this year, our Tax Pros are prepared to assist you in maximizing your refund. Our services are perfect for those with busy schedules - simply drop off your tax documents and a Tax Pro will handle the rest, including a quick call to review your final return and convenient e-signing. Our Tax Pros are fluent in Spanish and are ready to help Spanish-speaking clients.
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Sabatini Law Firm, LLC
● OpenSabatini Law Firm, LLC is a reputable finance and legal institution located at 67 Public Square in Wilkes-Barre, Pennsylvania, United States. Specializing in providing expert legal services in various areas of law, including finance, the firm is dedicated to helping clients navigate complex legal issues with confidence and expertise. With a team of experienced lawyers, Sabatini Law Firm, LLC is committed to providing personalized and effective legal solutions tailored to meet the unique needs of each client. Whether you are in need of legal advice for a financial matter or require representation in a legal dispute, Sabatini Law Firm, LLC is here to help.
67 Public Square STE 600, Wilkes-Barre, PA 18711, United StatesAdvertisements -
Attorney Carl E Frank
● OpenAttorney Carl E Frank is a prestigious law firm located at 8 West Market Street in Wilkes-Barre, Pennsylvania. Specializing in finance and legal matters, Attorney Frank and his team provide expert counsel and representation for a wide range of legal issues. With a strong track record of success and a commitment to client satisfaction, Attorney Carl E Frank is a trusted name in the legal community. Whether you are in need of financial advice, estate planning, or representation in a legal dispute, Attorney Carl E Frank is here to help. Contact us today to schedule a consultation.
8 W Market St Suite 1110, Wilkes-Barre, PA 18701, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 600 Baltimore Drive in Wilkes-Barre, Pennsylvania, is a leading finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. With years of combined knowledge and experience, our financial advisors provide strategies for retirement income planning, guidance on investments, estate planning services, and more. We are committed to client satisfaction and helping you achieve your long-term financial goals. Our advisors are supported by the resources of Merrill Lynch Wealth Management and Bank of America to provide you with the best financial solutions. Through our charitable outreach, we support the communities where we live and work. Whether you are just starting your career or looking for a new opportunity, consider joining our team of dedicated advisors who receive professional training and mentoring. Trust Merrill Lynch Wealth Management to help you navigate the complexities of the financial world and reach your financial and life goals.
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R J Financial Services
● OpenR J Financial Services is a reputable accounting and finance institution located at 1015 Sively Street in Wilkes-Barre, Pennsylvania, United States. With a team of experienced professionals, we offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Our commitment to excellence and personalized approach sets us apart from the rest, making us a trusted partner for individuals and businesses seeking expert financial guidance. Contact us today to see how we can help you achieve your financial goals.
1015 Sively St, Wilkes-Barre, PA 18706, United StatesAdvertisements -
Chancellor Financial Group
● ClosedChancellor Financial Group is a leading finance institution located at 60 Public Square in Wilkes-Barre, Pennsylvania, United States. With a team of experienced financial experts, Chancellor Financial Group offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Chancellor Financial Group is dedicated to providing personalized solutions to meet your needs. Trust Chancellor Financial Group to help you navigate the complexities of the financial world and secure a prosperous future.
60 Public Square Suite 600, Wilkes-Barre, PA 18701, United States -
Paciotti Joseph J CPA
● ClosedPaciotti Joseph J CPA is a reputable accounting and finance institution located at 1094 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. With years of experience and expertise in the field, they provide top-notch services to individuals and businesses in need of financial guidance and support. Whether you require tax preparation, financial planning, or bookkeeping services, Paciotti Joseph J CPA is dedicated to helping you achieve your financial goals with professionalism and integrity. Contact them today to learn more about how they can assist you with your financial needs.
1094 PA-315, Wilkes-Barre, PA 18702, United States -
Quinn Payroll Solutions
● ClosedQuinn Payroll Solutions is a leading accounting and finance institution located at 1112A Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. Specializing in payroll services, tax preparation, and financial consulting, Quinn Payroll Solutions is dedicated to providing top-notch financial solutions for businesses of all sizes. With a team of experienced professionals, clients can trust Quinn Payroll Solutions to handle all of their accounting and finance needs with precision and expertise.
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Lawrence-Cable & Co LLP
● OpenLawrence-Cable & Co LLP is a reputable accounting and finance institution located at 106 South Main Street in Wilkes-Barre, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, auditing, or financial planning, Lawrence-Cable & Co LLP is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.
106 S Main St #210, Wilkes-Barre, PA 18701, United States -
Agencia Latina
● ClosedAgencia Latina is a trusted accounting and finance institution located at 418 Hazle Street in Wilkes-Barre, Pennsylvania. Our team of professionals is dedicated to providing top-quality financial services to our clients, including tax preparation, bookkeeping, and financial planning. With years of experience and a commitment to excellence, Agencia Latina is the go-to destination for individuals and businesses seeking expert financial guidance. Visit us today to see how we can help you achieve your financial goals.
418 Hazle St, Wilkes-Barre, PA 18702, United States -
Nicholas Gallagher, Bankers Life Agent
● ClosedNicholas Gallagher, Bankers Life Agent is an insurance agency located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania, United States. The institution offers a range of insurance services, including financial planning and advisory services. With a team of experienced professionals such as Patricia Borger, Alec Bradican, and Darryl Cariati, clients can expect personalized and knowledgeable assistance in navigating their insurance needs. Whether it's retirement planning, investment strategies, or life insurance policies, the team at Nicholas Gallagher, Bankers Life Agent is dedicated to helping clients secure their financial future. Additional representatives such as Brianna Cherkas, John Cyprich, and Tiffany Cyprich provide further expertise in insurance sales and financial advisory services. From unit field trainers like Uma Lewis to branch sales managers like Derek Sheruda, the institution offers a diverse range of professionals to cater to every client's individual needs. Visit Nicholas Gallagher, Bankers Life Agent for comprehensive insurance solutions and expert guidance in managing your finances.
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ESSA Bank and Trust
● ClosedWelcome to ESSA Bank & Trust, your trusted financial partner located at 975 Pennsylvania 390, Cresco, Pennsylvania. We are a full-service bank dedicated to providing exceptional banking services to individuals, businesses, and communities throughout the region. As a Member FDIC institution, we offer a wide range of deposit products and financial services tailored to meet your needs. At ESSA Bank & Trust, we understand the importance of convenience and accessibility. While our corporate offices and branches will be closed in observance of Labor Day on Monday, September 2, 2024, our online banking and mobile apps remain available 24/7 to assist you with your banking needs anytime, anywhere.
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Dave's Tax Services
● ClosedDave's Tax Services is a trusted accounting and finance institution located at 596 North Main Street in Wilkes-Barre, Pennsylvania. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Our dedicated staff is committed to helping our clients navigate the complexities of tax laws and regulations to ensure their financial success. Whether you need assistance with tax preparation, planning, or consulting, Dave's Tax Services is here to help. Contact us today to schedule an appointment and let us take the stress out of tax season.
596 N Main St, Wilkes-Barre, PA 18705, United States -
Musto Tax & Insurance Services
● ClosedMusto Tax & Insurance Services is a reputable finance institution located at 1065 Pennsylvania 315 in Wilkes-Barre, Pennsylvania. Specializing in tax preparation and insurance services, our knowledgeable team is dedicated to providing personalized financial solutions to meet the unique needs of our clients. With a commitment to excellence and customer satisfaction, Musto Tax & Insurance Services is your trusted partner in achieving your financial goals.
Cross Creek Pointe, 1065 PA-315 Suite 103, Wilkes-Barre, PA 18702, United StatesAdvertisements -
ESSA Bank and Trust
● ClosedWelcome to ESSA Bank & Trust, your trusted partner in banking, finance, and community service located at 5120 Milford Road, East Stroudsburg, Pennsylvania. At ESSA, we pride ourselves on offering a wide range of financial services, including personal and business banking, commercial lending, and financial advisory services through our subsidiary, ESSA Advisory Services, LLC. Our commitment to convenience and security means that even when our corporate offices and branches are closed for holidays like Labor Day, our online banking and mobile apps remain available 24/7 to meet your banking needs. We understand the importance of staying safe online and offer resources to help you navigate the digital world securely.
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ESSA Bank and Trust
● ClosedWelcome to ESSA Bank & Trust - Your Trusted Financial Partner in East Stroudsburg Located at 75 Washington Street, East Stroudsburg, Pennsylvania, ESSA Bank & Trust is committed to providing comprehensive banking and financial services to our community. As a full-service bank, we offer a range of solutions including personal and business banking, commercial lending, and financial advisory services. Our convenient ATM services ensure you have access to your funds whenever you need them.
Nearby cities:
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