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TOP 30 Personal finance tips in Pennsylvania
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Doug Dillmuth - State Farm Insurance Agent
Doug Dillmuth - State Farm Insurance Agent is a trusted insurance agency located at 505 West Harford Street in Milford, Pennsylvania. With over four decades of experience, Doug Dillmuth and his team are dedicated to providing residents of Milford, PA and surrounding areas with top-notch insurance services. Specializing in Auto Insurance, Home Insurance, Renter’s Insurance, Life Insurance, Business Insurance, and Financial Services, this agency focuses on helping individuals and families protect what matters most to them. Doug Dillmuth is a graduate of Norwich University, with a bachelor’s degree in business administration. Alongside his team, he is committed to forming long-lasting relationships with customers and providing personalized insurance plans tailored to each individual's unique needs. Whether you are moving to the Pike County area or are a long-time resident, Doug Dillmuth - State Farm Insurance Agent is here to assist you with all your insurance needs.
Gina Bennett - State Farm Insurance Agent
Gina Bennett - State Farm Insurance Agent is a trusted insurance agency located at 438 North Easton Road in Glenside, Pennsylvania. Conveniently situated across from Glenside Weldon School, just three houses down from Keswick Cycle and Weldon Fire Department. Our mission is to help individuals manage the risks of everyday life, recover from the unexpected, and achieve their dreams. We offer a range of insurance options including Car Insurance, Home Insurance, Business Insurance, and Life Insurance for clients throughout Pennsylvania. As we approach the new year, it's important to make financial resolutions to stay on top of your finances. Whether you need to insure a new piece of jewelry or an expensive item, we can help you with a personalized insurance plan. We also offer pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company.
Advantage Insurance
Advantage Insurance, located at 105 North Flowers Mill Road in Langhorne, Pennsylvania, is a finance and insurance agency that also serves as a local government office. Specializing in auto, home, and business insurance in Pennsylvania and New Jersey, Advantage Insurance is owned by Steven Kramer and Lee Kirsh, who have over 30 years of experience in the industry. With a wide range of personal and commercial carriers to choose from, they can help you find the perfect insurance solution tailored to your needs. Advantage Insurance is known for its commitment to its clients, working on your side to ensure fair and prompt payment in the event of a loss. They are also one of the largest insurance agencies providing coverage for independent car dealerships and non-profit organizations in the area.
Lendmark Financial Services LLC
Lendmark Financial Services LLC is a finance institution located at 11279 Perry Highway in Wexford, Pennsylvania, United States. They offer a wide range of financial services including personal loans, debt consolidation, and credit insurance. With a commitment to providing excellent customer service and tailored financial solutions, Lendmark Financial Services LLC is a trusted partner for individuals looking to achieve their financial goals.
Sail Mortgage
Sail Mortgage is a leading finance institution located at 11279 Perry Highway in Wexford, Pennsylvania, United States. Specializing in mortgage services, Sail Mortgage offers a wide range of loan options to help individuals achieve their dream of homeownership. With a team of experienced professionals, Sail Mortgage provides personalized guidance and support throughout the mortgage process, ensuring a smooth and hassle-free experience for their clients. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Sail Mortgage is dedicated to helping you secure the best loan option for your unique needs.
Northern States Mortgage LLC
Northern States Mortgage LLC is a finance institution located at 322 South Main Street in Zelienople, Pennsylvania, United States. Our priority is providing top-notch customer service and putting our clients first. With our expertise in the residential lending industry, we offer a variety of loan programs including Purchase, Refinance, and Specialized Loans. Apply online today to take advantage of our services and find the right loan program for you.
First Keystone Community Bank
First Keystone Community Bank, located at 463 West Main Street in Plymouth, Pennsylvania, offers a wide range of financial services including ATM access, banking, and finance solutions. With options like Keystone Cash, Keystone Cashback, and various checking and interest-bearing accounts, the institution caters to individual and business needs. Additionally, they provide business term loans, lines of credit, commercial real estate loans, ACH origination, credit cards, and other merchant services. Customers can also benefit from trust and estate planning services for long-term financial security. The bank prioritizes security and offers tips on protecting against identity theft and fraud. With a history dating back to 1864, First Keystone Community Bank is committed to providing top-notch financial solutions for its customers.
Lendmark Financial Services LLC
Lendmark Financial Services LLC is a finance institution located at 3580 Penn Avenue in Sinking Spring, Pennsylvania, United States. They offer a wide range of financial services including personal loans, auto loans, and debt consolidation. With a focus on customer service and competitive rates, Lendmark Financial Services LLC is dedicated to helping individuals and families achieve their financial goals. Visit their office today to speak with a knowledgeable financial advisor and learn more about the services they offer.
Citadel Credit Union
Citadel Credit Union, located at 558 Kimberton Road in Phoenixville, Pennsylvania, is a full-service financial institution offering a range of services including ATM access, banking, and finance options. The institution is currently warning its members and the public about potential fraudsters in the area, and provides tips on how to stay vigilant. Whether you're looking for cash back rewards, high APY certificates, or personalized financial advice, Citadel has you covered. Their team of CFS Financial Advisors can help you create a solid financial plan, while their dedicated Medicare Specialists can assist you in navigating your healthcare options.
Trifecta Credit Solutions
Trifecta Credit Solutions, located at 4536 Hamilton Boulevard in Allentown, Pennsylvania, is a finance institution dedicated to helping individuals fix bad credit and open up new opportunities. With a focus on transparency, honesty, and convenience, we work closely with each client to create a tailored plan that addresses their unique needs and goals. Our team of experts has a decade-long track record of superior service, resulting in thousands of negative items being removed from our clients' credit reports. Our mission is to empower individuals to achieve their financial aspirations through personalized credit repair solutions. We offer credit monitoring services, business credit reports, and a free e-book with top credit tips. Contact us for a free consultation at 1-844-FICO NOW to start your journey towards financial stability.
NE PA Community Credit Union
NE PA Community Credit Union, located at 337 Clay Avenue in Stroudsburg, Pennsylvania, is a trusted institution offering a range of financial services. As an ATM and finance center, we have been serving the residents of Monroe and Pike Counties since 1960. Our commitment to providing low-rate loans and exceptional member service sets us apart from other financial institutions. At NE PA Community Credit Union, we understand the importance of protecting your financial future. That's why we offer personalized financial strategies tailored to meet your specific goals. Through our partnership with CUSO Financial Services, L.P. (CFS), we provide expert advisor services to help you make informed decisions about your finances.
American Financial Network, Inc.
American Financial Network, Inc. is a finance institution located at 906 MacDade Boulevard, Folsom, Pennsylvania in the United States. They provide calculator tools as a courtesy for estimating purposes only. It is recommended to consult with a licensed American Financial Network, Inc. Loan Originator for more specific information tailored to individual needs. The institution offers various types of loans, including Construction Loans such as FHA, Renovation, and USDA. They also provide tips on making your home more eco-friendly and offer advice on preparing your home for warmer weather. American Financial Network, Inc. is committed to providing equal opportunities and adhering to all necessary regulations. Contact them for more information on their services and loan options.
Sue Meitner - Centennial Lending Group
Sue Meitner - Centennial Lending Group is a finance institution located at 1126 Horsham Road, Maple Glen, Pennsylvania, United States. President Sue Meitner and her team are dedicated to helping people build wealth through real estate for a strong financial future. They offer up to a $200 credit on purchase or refinance loans and provide financing options tailored to individual needs and financial goals. Licensed by the NJ Dept of Banking and Insurance and Georgia Residential Mortgage Licensee, the institution supports Equal Housing Opportunity and provides valuable tips for clients. Contact Sue Meitner - Centennial Lending Group for expert financial guidance and support in achieving your real estate goals.
Fulton Bank
Fulton Bank, located at 4127 Tilghman Street in Allentown, Pennsylvania, is a full-service financial institution offering a range of banking and finance services. From checking accounts with fewer fees to mortgage advisors to help you find your dream home, Fulton Bank has you covered. Their local branch managers are ready to assist with all your business lending needs, and their Small Business Development officers can help you achieve your business goals. With state-of-the-art payment acceptance solutions and personalized service, Fulton Bank is committed to helping you succeed. Take advantage of their financial discipline tips and join their Fulton Forward initiative to make a positive impact in your community. Visit Fulton Bank today and experience the best of big and small banking.
Benchmark Mortgage - McCabe Mortgage Group
Benchmark Mortgage - McCabe Mortgage Group is a finance institution located at 672 South River Street in Plains, Pennsylvania, United States. Led by Branch Manager NMLS #139699, the office is licensed in both Pennsylvania and Florida. Taking the first step towards homeownership by getting pre-approved is crucial in the home buying process. This institution is dedicated to guiding you through every step of the mortgage loan process, ensuring transparency and support along the way.
Freedom Consumer Discount Co
Freedom Consumer Discount Co is a finance institution located at 448 West Main Street in Mount Pleasant, Pennsylvania. We offer a wide range of financial services to help consumers save money and make smart financial decisions. Our team of experts is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you are looking to save on everyday expenses or plan for a major purchase, Freedom Consumer Discount Co is here to help you achieve your financial goals. Visit us today to learn more about our services and how we can assist you in achieving financial freedom.
Topline Home Design
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.
Edward Jones
Edward Jones is a reputable finance institution located at 862 Sherman Drive in Gettysburg, Pennsylvania, United States. With a focus on personalized financial planning and investment services, Edward Jones is dedicated to helping individuals and families achieve their financial goals. The experienced team of advisors at Edward Jones prioritize building long-term relationships with their clients, providing tailored solutions to meet their unique needs. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones is committed to helping you secure a solid financial future.
H&R Block
H&R Block is a renowned accounting and finance institution located at 58 Frederick Street in Hanover, Pennsylvania, United States. With a reputation for providing top-notch financial services, H&R Block offers expert tax preparation, bookkeeping, and financial planning services to individuals and businesses alike. Their team of experienced professionals are dedicated to helping clients navigate complex financial matters and achieve their financial goals. Whether you need assistance with tax filing or financial planning, H&R Block is your trusted partner for all your accounting and finance needs.
Robert C Boehner Accounting
Robert C Boehner Accounting is a financial institution located at 1302 Proline Place in Gettysburg, Pennsylvania, United States. Specializing in accounting and finance, we believe that you deserve a solid financial plan that aligns with your values and goals. Our mission is to provide you with the financial freedom to focus on what matters most in life, whether that be spending time with loved ones or building a legacy. As members of the National Association of Professional Financial Advisors (NAPFA), we follow an ethical standard held by less than 1% of financial advisors in the US. Our team is dedicated to providing you with trustworthy financial advice and support. We strive to lessen the worry and burden of money management so that you can focus on building relationships and living a fulfilling life.
Merrill Lynch Financial Advisor Ryan F. Wetzel
Merrill Lynch Financial Advisor Ryan F. Wetzel, located at 395 North Hermitage Road in Hermitage, Pennsylvania, United States, is a finance institution supported by the global resources of Merrill. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Ryan Wetzel focuses on what matters most to you - your family, goals, and priorities. Wealth Management is a dynamic process that involves understanding your goals for the future and working together to create a financial strategy that reflects your investment personality and life priorities. The team at Merrill Lynch believes in helping you make investment-related decisions that can help you reach your personally meaningful goals, whether it's planning for retirement, saving for a home, funding education, or passing wealth to future generations.
Treasure Hunt
Treasure Hunt is a unique institution located at 1001 Freeport Road in Pittsburgh, Pennsylvania. As a combination of a finance company, jewelry store, and general store, Treasure Hunt offers a diverse range of products and services to cater to all your needs. Whether you are looking to invest in precious metals, purchase exquisite jewelry pieces, or simply shop for everyday essentials, Treasure Hunt has something for everyone. Visit us today and embark on a treasure hunt of your own!
Fianacial Freedom Consulting Group, LLC
Financial Freedom Consulting Group, LLC is a leading financial consulting firm located at 1167 Berkshire Boulevard in Wyomissing, Pennsylvania. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. We offer a wide range of services including investment planning, retirement planning, tax planning, and estate planning. At Financial Freedom Consulting Group, LLC, we are committed to providing personalized solutions tailored to each client's unique needs. Contact us today to schedule a consultation and take the first step towards financial freedom.
Biz Buy Solutions
Biz Buy Solutions is a reputable institution located at 7 Woodland Drive in Glen Mills, Pennsylvania, United States. We specialize in providing expert solutions for buying and selling businesses of all sizes. Our team of professionals offers personalized services to meet the unique needs of each client. Whether you are looking to sell your business or acquire a new one, Biz Buy Solutions is your trusted partner in navigating the complex process of business transactions. Contact us today to learn more about how we can help you achieve your business goals.
Merrill Lynch Financial Advisor Greg Curran
Merrill Lynch Financial Advisor Greg Curran is a finance institution located at 470 Norristown Road, Blue Bell, Pennsylvania, United States. As your Merrill advisor, Greg Curran focuses on connecting all aspects of your financial life to help you prioritize and pursue the goals that matter most to you. With a background in fixed income product management and a strong education in accounting and finance, Greg is dedicated to building strong client relationships based on trust and personalized service. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, helping clients build and document a plan centered on their goals. Greg believes in a personalized approach to financial planning, helping clients manage, grow, and preserve their wealth while considering their long-term goals. By understanding each client's unique goals and priorities, Greg can offer a customized financial approach designed to help them achieve financial success. The institution also offers the Investment Personality Assessment to gain a deeper understanding of clients' investing preferences. With access to the resources of Merrill and Bank of America, Greg works with clients to develop an approach tailored to their financial needs. The institution is registered to do business in multiple states and provides investment insights, tips, and strategies to help clients live their best financial lives.
Liberty One Wealth Advisors
Liberty One Wealth Advisors, located at 2001 Market Street in Philadelphia, Pennsylvania, is a finance institution dedicated to helping individuals and families achieve a secure financial future. Acting as fiduciaries, the team at Liberty One focuses on the personal goals and aspirations of each client, ensuring that their best interests are always the top priority. Through bespoke financial planning, the institution helps clients reach their short and long-term goals by creating a solid investment strategy based on a robust financial plan. By diversifying across asset classes and actively rebalancing portfolios, Liberty One aims to minimize return variability over the long term and manage risk effectively.
2nd Story Wealth Planners, LLC
2nd Story Wealth Planners, LLC is a finance institution located at 600 West Germantown Pike in Plymouth Meeting, Pennsylvania, United States. Specializing in Comprehensive Financial Planning for the Independent Woman, the institution aims to help women take control of their financial future and create generational wealth. The team at 2nd Story Wealth Planners, LLC understands the unique financial challenges faced by many in the Black community and is dedicated to providing education and resources to help clients make informed decisions. With a focus on integrity, support, and experience, the team at 2nd Story Wealth Planners, LLC works closely with clients to create personalized financial plans that address their individual needs and goals. Whether it's retirement planning, investment strategies, or wealth preservation, the institution offers a consultative approach to help clients work towards their financial objectives.
Merrill Lynch Financial Advisor Christopher A Lewis
Merrill Lynch Financial Advisor Christopher A. Lewis is a finance institution located at 600 Hyde Park, Doylestown, Pennsylvania, United States. Supported by the global resources of Merrill, this group is dedicated to building strong client relationships based on trust and personalized service. Christopher A. Lewis, a Senior Vice President and Wealth Management Advisor with over 30 years of experience, holds certifications such as CFP® and CRPC™, and is actively involved in various financial associations. The institution offers personalized financial strategies aligned with client goals, utilizing the investing capabilities of Merrill and banking solutions from Bank of America. Through conversations and assessments, the team helps clients prioritize and address their financial needs, whether it's planning for education, retirement, healthcare, or wealth preservation. With a focus on understanding client goals and priorities, the institution aims to create a customized investment approach to help clients achieve their financial objectives. As life and goals change, the institution provides tools and updates to ensure clients stay on track towards financial success. Working with a dedicated Merrill advisor means personalized investment strategies and access to comprehensive financial solutions from Bank of America. The institution is committed to helping clients live their best financial life by providing the latest investment insights, tips, and strategies.
Merrill Lynch Financial Advisor Christine N Smith
Merrill Lynch Financial Advisor Christine N Smith is a finance institution located at 600 Hyde Park in Doylestown, Pennsylvania, United States. With a deep-seated tradition of community involvement, Christine Smith volunteers her time with local organizations to better serve the community. Through Merrill Personal Wealth Analysis™, personalized financial plans are created based on individual goals and priorities. As a financial advisor at Merrill Lynch Wealth Management, Christine focuses on the things that matter most to her clients - family, goals, and priorities that may evolve over time. By starting every relationship with a conversation, Christine listens to understand each client's unique needs and aspirations. Using the Investment Personality Assessment, Christine gains insight into clients' investing preferences to customize financial approaches tailored to help achieve their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Christine works with clients to develop strategies aimed at addressing their financial needs. By regularly reviewing and adjusting financial approaches, Christine helps clients stay on track to achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors like Christine Smith help clients navigate the complexities of their financial lives. Christine is registered to do business in multiple states and provides investment insights, tips, and strategies to help clients live their best financial lives.
Merrill Lynch Financial Advisor Charles C. Gould Jr.
Merrill Lynch Financial Advisor Charles C. Gould Jr. is a finance institution located at 1040 Stony Hill Road, Yardley, Pennsylvania, United States. Charlie focuses on offering a comprehensive approach to managing wealth by listening to clients' needs and helping to ensure that every strategy is grounded in understanding what each client wants to achieve. With access to the investment insights of Merrill and the banking convenience of Bank of America, Charlie helps address various aspects of clients' financial lives. His team is committed to building strong client relationships based on trust and personalized service. Charles helps successful individuals and families make financial decisions, from retirement planning to legacy and estate goals. By understanding each client's priorities, he can provide personalized guidance and advice to help strengthen their overall financial picture. Regular communication and updates about progress are provided to clients, with check-ins and annual reviews to ensure that financial goals are being met. With a focus on understanding clients' goals and priorities, Charles helps build personalized plans that reflect the unique complexities of each client's life. By getting to know clients personally and understanding their investment preferences, he can provide customized financial approaches that align with what matters most to them. The institution offers tools to help clients keep track of changes in their lives and goals, ensuring that their financial approach is always up to date. With a dedication to putting clients first, Merrill Lynch Wealth Management Advisors help clients navigate the financial complexities of life and build customized investment approaches to address their needs and pursue their goals. Charles Gould is registered to do business in multiple states and is committed to providing clients with the latest investment insights, tips, and strategies to help them live their best financial life.
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