Personal finance services in New Hope, Pennsylvania

Tohickon Settlement Services is a finance and insurance agency located at 6464 Lower York Road, New Hope, Pennsylvania. Our dedicated team of professionals is committed to providing top-notch services to help clients navigate the complexities of financial and insurance matters. With a focus on personalized attention and tailored solutions, we strive to ensure that our clients receive the best possible outcomes for their individual needs. Whether you are looking for assistance with real estate settlements, title insurance, or other financial services, Tohickon Settlement Services is here to help. Contact us today to learn more about how we can assist you with your financial and insurance needs.

The New Ellis Group is a leading institution located at 1 Woodside Lane in New Hope, Pennsylvania, United States. We are dedicated to providing top-notch services in the fields of finance, business consulting, and strategic planning. Our team of experts offers personalized solutions to help individuals and businesses achieve their goals and maximize their potential. With a commitment to excellence and innovation, The New Ellis Group is your trusted partner for success.

Lisa Policare is a Financial Advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road in New Hope, Pennsylvania, United States. Lisa holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, investment strategies, retirement planning, and other financial services. Lisa is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Lisa is committed to helping her clients achieve their financial goals.

Mackenzie Roedel is a Financial Advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Mackenzie 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®, CFP®, 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 cover a wide range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Mackenzie is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With expertise in various areas of financial planning, Mackenzie is committed to helping clients achieve their financial goals and secure their financial future.

Penn Wealth Planning - Ameriprise Financial Services, LLC is a finance institution located at 6444 Lower York Road in New Hope, Pennsylvania, United States. Recognized as one of the Forbes Best-in-State Wealth Management Teams in 2024, we offer personalized financial advice to help build our clients' portfolios and confidence for the long term. Our team is committed to helping clients achieve their financial goals and navigate the uncertainties of the market. We invite you to schedule a complimentary initial consultation to discuss your financial objectives and learn more about our services. In addition to financial planning, we also host events such as our annual FREE Shred Day to help protect your privacy and provide a convenient service for the community. During these events, we offer drive-up shredding services and light snacks for you to enjoy while catching up with our team.

Welcome to Joseph D Amore - Associate Financial Advisor at Ameriprise Financial Services, LLC, located in the heart of New Hope, Pennsylvania. Situated at 6444 Lower York Road, our office is dedicated to providing exceptional financial advisory services tailored to meet your unique needs. Joseph D Amore is committed to guiding you through the complexities of financial planning with professionalism and expertise. As a trusted financial advisor, Joseph holds numerous prestigious certifications, ensuring a broad and deep understanding of various financial disciplines. With the AAMS™ (Accredited Asset Management Specialist™) designation, Joseph adheres to a strict code of ethics and has completed comprehensive coursework that equips him to address real-world asset management challenges. This certification covers critical topics such as asset allocation, investment strategies, estate planning, and more.

Welcome to Buckshomes Real Estate Services, your trusted partner for all your real estate needs in New Hope, Pennsylvania, and the surrounding areas. Conveniently located at 23 West Ferry Street, our agency is dedicated to providing exceptional service and personalized solutions for buyers, sellers, and investors alike. At Buckshomes Real Estate Services, we understand that each client's needs are unique. Our experienced team of real estate professionals is committed to guiding you through every step of the process, whether you're looking to find your dream home, sell your property for the best value, or explore investment opportunities. With extensive knowledge of the local market and a passion for real estate, we pride ourselves on delivering results that exceed expectations.

Elegant Edge Catering Company Located at 5915 Beacon St #6, Pittsburgh, PA 15217, Elegant Edge Catering Company stands as a beacon of culinary excellence and impeccable service in the heart of Pittsburgh. Specializing in high-quality kosher cuisine, this esteemed catering service and restaurant is helmed by the passionate and talented Chef Judah, alongside the artistic and meticulous Chaya.

Welcome to Tayler D'Alessandro - State Farm Insurance Agent, your trusted local insurance provider in Pittsburgh, PA. As a woman-owned small business, we take immense pride in offering personalized insurance solutions to our community. Tayler D'Alessandro, the owner, is a dedicated mother to a young child, Luca, and a passionate advocate for special needs and inclusion. With a love for travel and everything Pittsburgh has to offer, Tayler brings a unique and heartfelt approach to her business.

Welcome to Our Lady of the Lake Church, a vibrant and welcoming parish located in Edinboro, Pennsylvania. If you are seeking a community where the Catholic Faith is deeply rooted, and the spirit of the people is warm and generous, look no further. Our church is a proud member of the Roman Catholic Diocese of Erie, Pennsylvania, and serves the diverse communities of Edinboro, Cambridge Springs, and Saegertown.

Welcome to Summit Exteriors – Where Quality Meets Craftsmanship Located at 129 U.S. 6, Milford, Pennsylvania, Summit Exteriors is your trusted partner for top-notch exterior solutions that enhance your home’s style, functionality, and value. As a premier general and roofing contractor, we offer a comprehensive range of services designed to meet your every need. Whether you're looking to install a durable roofing system or upgrade to beautiful new doors and windows, we have the expertise to bring your vision to life.

The UPS Store located at 6542A Lower York Road in New Hope, Pennsylvania, is a one-stop shop for all your shipping, printing, and business needs. Whether you need to send a package, print documents, or create promotional materials for your business, The UPS Store has you covered. With friendly and knowledgeable staff ready to assist you, you can trust that your needs will be taken care of efficiently and professionally. Visit The UPS Store in New Hope for all your finance and store needs.

Ed Wizimirski: Allstate Insurance is a trusted insurance agency located at 31 North Sugan Road in New Hope, Pennsylvania. With a commitment to providing personalized and reliable insurance solutions, Ed Wizimirski and his team strive to protect their clients' assets and provide peace of mind. Whether you are looking for auto, home, life, or business insurance, you can count on Ed Wizimirski: Allstate Insurance to provide you with the coverage you need at competitive rates. Contact them today to discuss your insurance needs and receive a personalized quote.

The First National Bank & Trust Company, located at 408 Lower York Road in New Hope, Pennsylvania, is a full-service institution offering ATM, banking, and financial services. The online banking portal has recently been redesigned for a better user experience. The Solebury branch provides personal and business banking and loan services to individuals and companies in the surrounding areas. Established in 1999, the branch is handicap accessible with drive-up banking and ATM services available. With Saturday morning hours, The First is dedicated to providing exceptional customer service to the community. As Bucks County's oldest independent community bank, The First prides itself on customer loyalty and reinvesting profits back into the local community. Branch Managers Jean Heath and Brad Kuder are available to assist with any banking needs. Visit The First National Bank & Trust Company to experience personalized banking solutions and quick decision-making from a team of experts. Please note that links on the website may redirect you to other sites, and The First is not responsible for their content. Thank you for visiting The First National Bank & Trust Company's website.

Topline Home Design, located at 61 Quarry Road in Doylestown, Pennsylvania, is a premier home goods store specializing in kitchen and bath design. Serving Bucks County, PA, our team at Topline Home Design Center is dedicated to helping you create the kitchen and bath of your dreams. We offer consultations in-store and at your home by appointment, ensuring that your style and vision are reflected in every step of the process. With our partnership with Synchrony Financing, we provide easy and affordable financing options for all your kitchen, bath, tile, and flooring needs. Our team prioritizes customer satisfaction, ensuring that your project is completed on time and within budget. With a wide selection of quality cabinets and fast lead times, Topline Home Design is the go-to choice for your remodeling needs in Chalfont, Doylestown, New Hope, and surrounding areas. Contact us today at 215-909-4444 to schedule your consultation and turn your dream project into a reality.

Rockwood Wealth Management is a reputable finance institution located at 6464 Lower York Road in the charming town of New Hope, Pennsylvania, United States. With a team of experienced financial advisors, Rockwood Wealth Management offers personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Rockwood Wealth Management is dedicated to providing expert guidance and tailored solutions. Trustworthy, reliable, and committed to excellence, Rockwood Wealth Management is the go-to institution for all your financial needs.

Wealth Protection Strategies is a leading financial institution located at 290 Union Square Drive in New Hope, Pennsylvania, United States. Specializing in finance, our team of experts is dedicated to helping clients safeguard and grow their assets through personalized wealth protection strategies. Whether you are looking to plan for retirement, protect your investments, or secure your financial future, our experienced professionals are here to provide you with the guidance and support you need. Contact us today to learn more about how we can help you achieve your financial goals.

Catherine A. Ponist, CPA is a reputable accounting and finance institution located at 1950 Durham Road in New Hope, Pennsylvania. With years of experience and expertise in the field, Catherine A. Ponist and her team provide professional accounting services to individuals and businesses in the area. Whether you need assistance with tax preparation, financial planning, or bookkeeping, you can trust Catherine A. Ponist, CPA to deliver accurate and reliable results. Contact them today to schedule a consultation and take control of your financial future.

Sapient Investments is a leading finance institution located at 37 Hillside Lane in New Hope, Pennsylvania, United States. With a focus on strategic investments and financial planning, Sapient Investments offers personalized services to help clients achieve their financial goals. Their team of experienced professionals provides expert guidance and innovative solutions to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or invest in the future, Sapient Investments is dedicated to helping you make informed decisions and secure your financial future.

Welcome to TheZoDeals, your premier car dealership and store located at Clinton Lake Drive, Clinton, Pennsylvania 15026, United States. Whether you are in search of a specific vehicle or simply exploring your options, we've got you covered. At TheZoDeals, we are committed to providing a world-class experience in vehicle purchasing. Our mission is not only to help you find the perfect car but also to educate and ensure you are comfortable with your purchase. We invite you to fill out our online form with your specific vehicle needs, and we will promptly get back to you with personalized options. You can also book an in-person appointment for a more hands-on experience.

Pittsburgh Real Estate Agent Kristen Dorr, MBA Located at 100 Siena Drive, Upper Saint Clair, Pennsylvania 15241, Pittsburgh Real Estate Agent Kristen Dorr, MBA, is a distinguished real estate agency dedicated to providing unparalleled service to home buyers and sellers in the Pittsburgh area. Kristen Dorr is not only an exceptional realtor but also a remarkable individual who brings a unique blend of professionalism, empathy, and dedication to each client interaction.

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.

Welcome to Street Road Steel Deck Bridge, your premier destination for exceptional steel deck bridge solutions located in the heart of New Hope, Pennsylvania. Situated at 1000 Street Road, our business is dedicated to providing top-tier services and products for all your steel decking needs. At Street Road Steel Deck Bridge, we specialize in the design, fabrication, and installation of high-quality steel deck bridges that are built to last. Our commitment to excellence and innovation ensures that every project we undertake meets the highest industry standards. Whether you are looking for durable materials for a new construction project or need expert advice on maintaining existing structures, our team of experienced professionals is here to help.

Welcome to Cage Free Projects and Poni TV, your trusted partner in innovative financial solutions. Conveniently located at 78 Towpath Street in the charming town of New Hope, Pennsylvania, we are dedicated to empowering individuals and businesses with the financial tools they need to succeed. Our expert team offers a range of services tailored to meet your unique financial needs, ensuring transparency, integrity, and personalized attention in every interaction. At Cage Free Projects and Poni TV, we believe in breaking the mold of traditional finance, providing you with the freedom and flexibility to achieve your financial goals. Visit us today and discover how we can help you navigate your financial journey with confidence and clarity.

Welcome to FindBucksCountyProperties.com, your premier destination for all your real estate needs in Bucks County. Led by seasoned realtor Steve Walny, our agency is dedicated to providing personalized and professional service to help you navigate the dynamic real estate market. Conveniently located at 550 Union Square Drive in New Hope, Pennsylvania, we specialize in connecting clients with their dream homes, lucrative investment properties, and comprehensive real estate solutions. At FindBucksCountyProperties.com, we pride ourselves on our deep local knowledge, exceptional customer service, and a commitment to achieving your real estate goals. Whether you're buying, selling, or investing, Steve Walny and his team offer expert guidance and a tailored approach to ensure a seamless and successful transaction. Explore the charming communities of Bucks County with confidence, knowing you have a trusted partner by your side.

Welcome to A-Line Realty Management LLC, your trusted partner in navigating the complexities of real estate transactions in Philadelphia and the Greater Philadelphia area. Located at 1516 North 5th Street, Philadelphia, Pennsylvania 19122, we are a broker-owned, family-operated, full-service brokerage and property management company specializing in accounting, finance, and real estate services. At A-Line Realty, we understand that real estate can be daunting, and our mission is to simplify the process for you. With 18 years of combined experience in real estate, property management, sales, and hospitality, our team offers unparalleled expertise and dedication to meet your unique needs and goals. Whether you’re buying, selling, or investing in real estate, we provide personalized, professional services that exceed expectations.

Welcome to PNC Bank at 2 North Main Street, New Hope, Pennsylvania! Conveniently located in the heart of New Hope, PNC Bank is your trusted partner for all your banking and financial needs. Our branch offers a full range of services, including personal and business banking, loans, mortgages, and investment solutions tailored to help you achieve your financial goals. Our state-of-the-art ATM is available 24/7, providing you with round-the-clock access to your accounts. Whether you're looking to open a new account, explore financing options, or simply need expert financial advice, our friendly and knowledgeable staff are here to assist you. Visit us today and discover why PNC Bank is a cornerstone of the New Hope community. Your financial well-being is our priority.

Deutsch & Thomas, Inc. is a reputable institution located at 6542-A Lower York Road in New Hope, Pennsylvania, United States. With a strong track record of providing comprehensive financial and business consulting services, Deutsch & Thomas, Inc. is a trusted partner for individuals and businesses looking to achieve their financial goals. Their team of experienced professionals offers personalized solutions tailored to each client's unique needs, ensuring a high level of customer satisfaction. Whether you are seeking assistance with financial planning, investment strategies, or business development, Deutsch & Thomas, Inc. is dedicated to helping you succeed.

Welcome to Bucks Area Homes, your premier real estate agency located at 113 Floral Vale Boulevard, Yardley, Pennsylvania. Serving the Bucks County area, we pride ourselves on providing unparalleled access to the latest property listings, absolutely free of charge. Whether you’re buying or selling, our dedicated team is always here to help and answer any questions you might have. For buyers, we offer a seamless experience by crafting a bulletproof buying plan. Our expert agents will guide you from the initial planning stages and pre-approvals, through property tours, all the way to handing you the keys to your new home. We specialize in making your house hunting journey smooth and enjoyable.

Augenblick & Company, P.C. is a reputable accounting and finance institution located at 4 Market Place in New Hope, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, financial planning, or auditing, Augenblick & Company, P.C. is dedicated to providing top-notch service and expert advice. Visit them today to see how they can help you achieve your financial goals.