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TOP 30 Personal financial advice in Wilkes-Barre, PA
47 results found
Search for local businesses, places and services near you
Financial Growth Partners
Financial Growth Partners is a leading finance and insurance agency located at 1140 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. Whether you are looking for investment advice, insurance coverage, or retirement planning services, we are here to provide personalized solutions tailored to your specific needs. Trust Financial Growth Partners to be your partner in financial success.
Merrill Lynch Financial Advisor Stacey A Wyandt
Merrill Lynch Financial Advisor Stacey A Wyandt, located at 600 Baltimore Drive, Wilkes-Barre, Pennsylvania, United States, is dedicated to managing your wealth with a deep understanding of your financial picture. Stacey Wyandt can help create a flexible strategy tailored to your goals, with access to investment insights from Merrill and banking solutions from Bank of America. With over 20 years of experience, Stacey is passionate about building strong client relationships based on trust and personalized service. By utilizing tools like Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, Stacey can help you develop a financial approach that reflects your unique needs and priorities. Whether you're planning for retirement, saving for a home, or funding a child's education, Stacey is committed to helping you achieve your goals. Reach out to Stacey Wyandt for personalized advice and guidance on managing your wealth and pursuing your financial aspirations.
First Financial Group
First Financial Group is a comprehensive financial services institution located at 670 North River Street in Wilkes-Barre, Pennsylvania. As a leading finance, insurance agency, and lawyer firm, we offer a wide range of services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, insurance coverage, or legal assistance, First Financial Group is here to help you navigate the complexities of the financial world with confidence and peace of mind.
Merrill Lynch Financial Advisor Ronald Douglas Coltrane
Merrill 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.
Kevin J Krugel - Financial Advisor, Ameriprise Financial Services, LLC
Kevin J Krugel, a financial advisor at Ameriprise Financial Services, LLC, located at 720 Wilkes Barre Township Boulevard in Wilkes-Barre Township, Pennsylvania, offers personalized financial advice and investment solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Kevin can assist with saving for major purchases or meeting current financial needs. Clients can access background and qualification information through FINRA's BrokerCheck website, and are provided with a Client Relationship Summary Disclosure. Kevin J Krugel is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. The institution cannot guarantee future financial results, but aims to provide clients with the tools and guidance needed to navigate the financial landscape. Interested individuals can schedule an initial consultation to discuss their financial priorities and receive an overview of financial planning concepts. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and upholds strict privacy and security measures to protect client information. Referrals are welcome, and Kevin looks forward to helping friends and family members achieve their financial goals.
Kevin J Krugel - Financial Advisor, Ameriprise Financial Services, LLC
Kevin J Krugel - Financial Advisor, Ameriprise Financial Services, LLC, located at 100 Wilkes-Barre Boulevard in Wilkes-Barre, Pennsylvania, offers personalized financial advice, investments, and solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Kevin J Krugel can assist in saving for major purchases or meeting current financial needs. Background and qualification information can be found on FINRA's BrokerCheck website, and clients can access the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure for additional information. Kevin J Krugel may only conduct securities business in states where properly registered, as listed on FINRA's BrokerCheck website. The institution provides an initial consultation to discuss financial planning concepts and does not guarantee future financial results. Clients can rely on the Ameriprise Financial Website Rules and Regulations for terms of use, and Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Referrals are welcome, and clients can expect to hear from Kevin J Krugel soon to discuss their financial goals.
Joseph P Krugel Jr - Financial Advisor, Ameriprise Financial Services, LLC
Joseph 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.
Chancellor Financial Group
Chancellor 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.
Ed Katarsky - Ameriprise Financial Services, LLC
Ed Katarsky - Ameriprise Financial Services, LLC is a finance institution located at 100 Wilkes-Barre Boulevard in Wilkes-Barre, Pennsylvania, United States. They offer a wide range of financial services and certifications to help individuals with their asset management, retirement planning, estate planning, and investment needs. The institution provides services such as the AAMS™ certification, ADPA™ designation, AEP® designation, AIF® designation, APMA™ designation, AWMA℠ certification, Behavioral Financial Advisor certification, CAP® designation, CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist designation, Chartered Financial Consultant® designation, Chartered Special Needs Consultant certification, Certified Investment Management Analyst® designation, Certified Kingdom Advisor® designation, Certified in Long-Term Care program, and Chartered Life Underwriter Designation®. The institution also provides training for Certified Military Financial Advisor® designation to serve veterans and military personnel. With a focus on ethics and expertise, Ed Katarsky - Ameriprise Financial Services, LLC aims to provide comprehensive financial planning services to individuals and families.
Meridian Financial Associates
Meridian Financial Associates is a reputable finance institution located at 1140 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. With a commitment to providing top-notch financial services, Meridian Financial Associates offers a wide range of financial solutions tailored to meet the needs of individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Meridian Financial Associates is dedicated to helping you achieve your financial goals. Trust in Meridian Financial Associates for expert guidance and personalized service in the world of finance.
Merrill Lynch Financial Advisor Mathew D Shaffer
Merrill 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.
Sharif Financial Services
Sharif Financial Services is a reputable accounting and finance institution located in Wilkes-Barre, Pennsylvania, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. From tax preparation and bookkeeping to financial planning and investment management, we are dedicated to helping our clients achieve their financial goals. Trust Sharif Financial Services for all your accounting and finance needs.
The Bank
The Bank is a trusted financial institution located at 8 West Market Street in Wilkes-Barre, Pennsylvania. We offer a wide range of banking services to meet the needs of our customers, including checking and savings accounts, loans, mortgages, and investment options. Our friendly and knowledgeable staff are dedicated to providing personalized service and helping our customers achieve their financial goals. Visit us today to experience the convenience and reliability of banking with The Bank.
Jennifer West - State Farm Insurance Agent
Jennifer West - State Farm Insurance Agent is a trusted institution located at 1118 Pennsylvania 315 in Wilkes-Barre Township, Pennsylvania. Specializing in providing life, auto, home, business, and health insurance to Pennsylvania residents, Jennifer West and her team have over 22 years of combined experience in the insurance industry. After a personal experience with a car accident in 2010, Jennifer understands the importance of having the right insurance protection in place. At Jennifer West State Farm, customers can expect personalized and needs-based coverage to ensure they are prepared for any unexpected moments. Whether it's in person or through virtual appointments, the team is dedicated to providing comprehensive and honest insurance solutions. Additionally, the institution offers valuable tips on topics such as drunk driving prevention, playground safety, and proper handwashing techniques.
Sabatini Law Firm, LLC
Sabatini Law Firm, LLC is a specialized legal institution located at 216 North Blakely Street in Dunmore, Pennsylvania. Since 1999, we have focused on assisting clients who are struggling with debt or facing aggressive debt collectors. Our narrow practice area has allowed us to develop extensive experience and knowledge in this field, enabling us to effectively resolve our clients' financial dilemmas. If you are dealing with unmanageable debt, our attorneys can provide a complimentary analysis of your financial situation and explore options such as bankruptcy. Attorney Carlo Sabatini is the only lawyer within a 50-mile radius certified in Consumer Bankruptcy Law by the American Board of Certification.
Law Office of David J Harris
The Law Office of David J Harris is a reputable institution located in the heart of Wilkes-Barre, Pennsylvania. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch representation for our clients. With a focus on integrity and personalized attention, we strive to deliver exceptional results in a variety of legal matters. Whether you are in need of financial advice, tax assistance, or legal representation, the Law Office of David J Harris is here to help. Visit us at 69 Public Square for expert guidance and support in navigating the complexities of the legal system.
Sabatini Law Firm, LLC
Sabatini 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.
St Nicholas FCU
St. Nicholas FCU is a trusted financial institution located at 254 South Washington Street in Wilkes-Barre, Pennsylvania. As a credit union, we are dedicated to serving our members with personalized banking services and competitive financial products. From savings and checking accounts to loans and mortgages, we strive to help our members achieve their financial goals. Our friendly staff is committed to providing exceptional customer service and helping our members make the most of their money. Visit us today to experience the difference of banking with St. Nicholas FCU.
Cross Valley Federal Credit Union
Cross Valley Federal Credit Union is a trusted financial institution located at 640 Baltimore Drive in Wilkes-Barre, Pennsylvania. As a member-owned cooperative, we are dedicated to providing personalized banking services and competitive financial products to our community. Our mission is to help our members achieve their financial goals and build a secure future. Join us today and experience the benefits of banking with a local credit union that puts your needs first.
Choice One Community Credit Union
Choice One Community Credit Union is a trusted financial institution located at 501 East Main Street, Pennsylvania, United States. As a bank specializing in finance, we are proud to serve over 13,000 members and counting throughout Pennsylvania. If you live, work, worship, go to school, or own a business in Luzerne, Lackawanna, or Wyoming Counties, you are eligible to join our community. With five conveniently-located branches in Wilkes-Barre, Hazleton, and Plains Township, we offer a wide range of services to meet your financial needs. Visit us today and experience the difference at Choice One!
PNC Private Bank
PNC Private Bank is a prestigious financial institution located at 11 West Market Street in Wilkes-Barre, Pennsylvania, United States. As a leading provider of wealth management services, PNC Private Bank offers personalized financial solutions to high-net-worth individuals, families, and organizations. With a team of experienced professionals, PNC Private Bank is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, estate planning services, or customized banking solutions, PNC Private Bank is committed to providing exceptional service and expert guidance every step of the way.
Community Bank, N.A.
Community Bank, N.A. is a full-service financial institution located at 350 Liberty Plaza in Wilkes-Barre, Pennsylvania, United States. We offer a wide range of banking and finance services, including ATMs, loans, lines of credit, and more. When you refer a friend to open a checking account with us, you can receive a $10 eGift card as a thank you. Our goal is to provide the highest level of customer service and help you achieve your financial goals.
United One
United One is a reputable finance and insurance agency located at 280 North Sherman Street in Wilkes-Barre, Pennsylvania. With a commitment to providing top-notch financial services and insurance products, our expert team is dedicated to helping individuals and businesses secure their future. Whether you are looking for investment advice, insurance coverage, or retirement planning, United One is here to guide you every step of the way. Trust us to protect your assets and help you achieve your financial goals.
Lewis, Litwinsky, & Associates of the Princeton Group
Lewis, Litwinsky, & Associates of the Princeton Group is a reputable finance and insurance agency located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania. With a commitment to providing top-notch financial and insurance services to individuals and businesses, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Lewis, Litwinsky, & Associates of the Princeton Group is here to provide personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure your financial future.
Prociak & Associates
Prociak & Associates is a trusted accounting and finance institution located at 1086 Pennsylvania 315 in Wilkes-Barre, Pennsylvania. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, Prociak & Associates is dedicated to helping their clients achieve their financial goals. Whether you need assistance with bookkeeping, payroll services, or investment management, you can rely on Prociak & Associates for expert advice and personalized solutions. Contact them today to learn more about how they can help you with your financial needs.
Mid America Group Northeast
Mid America Group Northeast is a leading finance institution located at 15 Public Square in Wilkes-Barre, Pennsylvania, United States. With a strong presence in the region, we offer a wide range of financial services to individuals and businesses alike. Our team of experienced professionals is dedicated to providing personalized solutions to help our clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or assistance with loans and mortgages, Mid America Group Northeast is here to help. Visit us today to learn more about how we can assist you in securing your financial future.
Patrick Lenahan - Morgan Stanley
Patrick Lenahan - Morgan Stanley is a leading finance institution located in Wilkes-Barre, Pennsylvania. As part of the renowned Morgan Stanley brand, we provide top-notch financial services to our clients, helping them achieve their financial goals and secure their future. Our team of experienced professionals at 1065 Pennsylvania 315 is dedicated to providing personalized financial advice and investment strategies tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Patrick Lenahan - Morgan Stanley is here to help you every step of the way.
Wells Fargo Advisors
Wells 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.
Tom Kish - Morgan Stanley
Tom Kish - Morgan Stanley is a renowned finance institution located at 1065 Pennsylvania 315, Wilkes-Barre, Pennsylvania, United States. With a strong reputation for providing top-notch financial services, Tom Kish - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. With a team of experienced professionals, they strive to help individuals and businesses achieve their financial goals and secure their future. Contact Tom Kish - Morgan Stanley today for expert financial advice and personalized solutions.
Robert Phillips - Morgan Stanley
Robert Phillips - Morgan Stanley is a prestigious finance institution located at 1065 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. With a strong reputation for excellence in financial services, Robert Phillips - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. The team of experienced professionals at this institution is dedicated to providing personalized guidance and tailored strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets, Robert Phillips - Morgan Stanley is committed to delivering top-notch financial advice and services.
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