Personal investment management in Indiana, Pennsylvania
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Crimson Wealth Management Group
Crimson Wealth Management Group is a leading financial institution located at 437 Philadelphia Street in Indiana, Pennsylvania, United States. With a team of experienced financial advisors, we provide personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our dedicated team is here to guide you every step of the way. Trust Crimson Wealth Management Group to provide you with expert financial advice and exceptional service.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 682 Philadelphia Street, Indiana, Pennsylvania, is a finance institution dedicated to making a significant difference in people's lives through wealth planning strategies. The branch offers retirement income planning, access to philanthropic services through Bank of America, and a personalized wealth planning process. The dedicated team takes the time to understand clients' priorities, goals, and financial needs to create a comprehensive framework for addressing financial challenges. The branch is committed to providing exceptional client service and satisfaction, while also giving back to the community through volunteerism and charitable outreach. As a Merrill client, you have access to industry-skilled advisors, investing insights, and a disciplined wealth planning platform to help you pursue your financial and life goals. Whether you are a seasoned advisor or looking to become one, Merrill Lynch offers professional training, mentoring, and technology to support your career growth. With a wide range of resources and services, Merrill Lynch Wealth Management is dedicated to helping clients achieve their unique financial goals and navigate the complexities of the market.
S&T Wealth Management
S&T Wealth Management is a leading financial institution located at 800 Philadelphia Street in Indiana, Pennsylvania, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized solutions and exceptional customer service, S&T Wealth Management is committed to providing expert advice and guidance to individuals and businesses looking to grow and protect their wealth. Contact us today to learn more about our comprehensive financial services and how we can help you achieve financial success.
Indiana Rental Group LLC
Indiana Rental Group LLC is a reputable real estate agency located at 1019 Water Street in Indiana, Pennsylvania. Specializing in rental properties, our team of experienced professionals is dedicated to helping clients find their perfect home or investment property. Whether you are looking for a cozy apartment, a spacious house, or a commercial space, we have a wide range of options to choose from. With a focus on customer satisfaction and personalized service, Indiana Rental Group LLC is your go-to destination for all your real estate needs in the Indiana area.
Ameritas Investment Corporation
Ameritas Investment Corporation, located at 790 Holiday Drive in Pittsburgh, Pennsylvania, is a premier insurance and financial services agency dedicated to helping individuals and businesses achieve their financial goals. Operating under the umbrella of Ameritas Financial Services of Western PA, our organization offers a diverse range of services including life insurance, annuities, retirement plans, investments, and banking services.
First Commonwealth Bank
First Commonwealth Bank is a trusted financial institution located at 600 Philadelphia Street in Indiana, Pennsylvania. As a full-service bank, we offer a wide range of financial services including savings accounts, checking accounts, loans, mortgages, and investment options. Our ATM services provide convenient access to cash for our customers. In addition, we also offer insurance services to help protect our clients' financial well-being. With a commitment to providing exceptional customer service and personalized financial solutions, First Commonwealth Bank is dedicated to helping individuals and businesses achieve their financial goals.
Catlos Larry A CLU ChFC CFP MSFS
Catlos Larry A CLU ChFC CFP MSFS is a prestigious finance and lawyer institution located at 674 Philadelphia Street in Indiana, Pennsylvania, United States. With a team of highly qualified professionals, including Certified Life Underwriters (CLU), Chartered Financial Consultants (ChFC), Certified Financial Planners (CFP), and Masters of Science in Financial Services (MSFS), they offer expert financial planning and legal services to their clients. Whether you are looking for retirement planning, estate planning, or investment advice, Catlos Larry A CLU ChFC CFP MSFS is dedicated to helping you achieve your financial goals with personalized and comprehensive strategies.
Holiday Financial Services
Holiday Financial Services is a reputable finance institution located at 2340 Warren Road in Indiana, Pennsylvania, United States. Our dedicated team of financial experts is committed to providing top-notch financial services to individuals and businesses in the area. Whether you need assistance with investments, loans, or financial planning, we are here to help you achieve your financial goals. Visit us today and experience the personalized and professional service that sets us apart from the rest.
Marion Center Bank
Marion Center Bank is a trusted financial institution located at 1271 Indian Springs Road in Indiana, Pennsylvania. As a full-service bank, Marion Center Bank offers a wide range of financial products and services to meet the needs of individuals and businesses in the community. With a commitment to personalized service and a strong focus on customer satisfaction, Marion Center Bank is dedicated to helping customers achieve their financial goals. Whether you're looking for a checking account, savings account, loan, or investment services, Marion Center Bank has the expertise and resources to assist you. Visit Marion Center Bank today and experience the difference of banking with a local, community-focused institution.
InFirst Bank Main Office
InFirst Bank Main Office is a leading financial institution located at 935 Philadelphia Street in Indiana, Pennsylvania. As a full-service bank, we offer a wide range of financial services to meet the needs of our customers, including personal and business banking, loans, mortgages, and investment options. Our convenient location provides easy access to our ATM services, making it simple for customers to manage their finances anytime, anywhere. With a commitment to exceptional customer service and a dedication to helping individuals and businesses achieve their financial goals, InFirst Bank Main Office is the trusted choice for all your banking needs.
White Oak Wealth Partners
White Oak Wealth Partners, located at 100 State Street in Erie, Pennsylvania, specializes in creating financial plans and sophisticated tax strategies for business owners, executives, and affluent families. If you're unsure about when you can retire and what lifestyle you'll be able to support, their team of independent advisors can help. They will assess your resources for retirement, determine how much you'll need, when you can retire, and what rate of return you should aim for on your investable assets. Their tax-focused approach aims to minimize asset erosion due to taxation. Please note that specific individualized tax advice is not provided, and it is recommended to discuss your specific tax issues with a qualified tax advisor. White Oak Wealth Partners' transparent fee structure aligns their compensation with your long-term goals, allowing them to create highly sophisticated strategies while delivering exceptional service.
Infirst Financial Advisors Llc
Infirst Financial Advisors LLC is a finance institution located at 949 Philadelphia Street in Indiana, Pennsylvania, United States. Our team of experienced financial advisors offers personalized and comprehensive financial planning services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or manage your wealth, our dedicated team is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Premier Financial Associates
Premier Financial Associates is a leading finance institution located at 665 Philadelphia Street in Indiana, Pennsylvania, United States. Specializing in providing personalized financial solutions, Premier Financial Associates offers a wide range of services including wealth management, retirement planning, investment strategies, and more. With a team of experienced financial advisors, Premier Financial Associates is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to learn how we can help you secure your financial future.
Stewart Capital Advisors LLC
Stewart Capital Advisors LLC is a leading finance institution located at 800 Philadelphia Street in Indiana, Pennsylvania, United States. With a team of experienced financial advisors, Stewart Capital Advisors LLC offers a wide range of investment and wealth management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Stewart Capital Advisors LLC is dedicated to providing personalized solutions and expert guidance to help you succeed.
GCES
GCES is a leading finance institution located at 1780 Philadelphia Street in Indiana, Pennsylvania, United States. Our institution is dedicated to providing top-notch financial services to individuals and businesses in the area. With a team of experienced professionals, we offer a wide range of financial solutions to help our clients achieve their goals. Whether you need assistance with investments, loans, or financial planning, GCES is here to help. Visit us today to learn more about how we can help you secure your financial future.
Wells Fargo Advisors
Wells Fargo Advisors is a financial institution located at 15 South 8th Street in Indiana, Pennsylvania, United States. They offer ATM services and various financial products to help you manage your finances. The Wells Fargo Mobile® app provides secure access to your accounts on the go. They prioritize building relationships with their customers and offer personalized credit options. Please note that the institution does not control all websites linked to their services. Enrollment with Zelle® through Wells Fargo Online® is required for certain transactions. Investment products and services are offered through Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC. Deposit products are offered by Wells Fargo Bank, N.A. Member FDIC. Please be aware of the terms and conditions when using Zelle® for money transfers.
Edward Jones - Financial Advisor: Geri L Defilippi
Edward Jones - Financial Advisor: Geri L Defilippi is a reputable financial institution located at 2340 Warren Road in Indiana, Pennsylvania, United States. As a dedicated financial advisor, Geri L Defilippi provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Geri L Defilippi offers expert advice on investments, retirement planning, and wealth management. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Geri L Defilippi is committed to providing tailored solutions to meet your individual needs. Trust in the expertise and experience of Geri L Defilippi at Edward Jones for all your financial planning needs.
Robert William Thompson - Financial Advisor, Ameriprise Financial Services, LLC
Robert William Thompson, a financial advisor at Ameriprise Financial Services, LLC, located at 800 Philadelphia Street in Indiana, Pennsylvania, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Robert provides investment and asset allocation recommendations tailored to each client's needs. Regular meetings and progress reviews ensure that strategies are adjusted as life changes. Clients have secure access to their accounts and investments from any device. Interested individuals can schedule a complimentary initial consultation to learn more about how Robert can help them secure a confident financial future. Please note that investment products are not insured by the FDIC, NCUA, or any federal agency and involve risks. Securities are offered by Ameriprise Financial Services, LLC, with Robert William Thompson conducting business only in states where properly registered. Privacy and security are a top priority for Ameriprise Financial Services, LLC, with a focus on protecting client information. Referrals are appreciated, and Robert looks forward to helping friends and family members achieve their financial goals.
Edward Jones - Financial Advisor: Jared Lowry
Edward Jones - Financial Advisor: Jared Lowry is a reputable finance institution located at 266 South 7th Street in Indiana, Pennsylvania, United States. Jared Lowry and his team offer personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships, they provide comprehensive financial planning, investment strategies, retirement planning, and more. Whether you are looking to grow your wealth, plan for retirement, or save for your children's education, Edward Jones - Financial Advisor: Jared Lowry is dedicated to helping you secure a stable financial future.
Upstreet Financial
Upstreet Financial is a leading financial institution located at 922 Philadelphia Street in Indiana, Pennsylvania. Our dedicated team of experts provides a wide range of financial services to help our clients achieve their goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Upstreet Financial is here to help. With a commitment to excellence and personalized service, we strive to build long-lasting relationships with our clients and help them navigate the complex world of finance with confidence. Visit us today to learn more about how Upstreet Financial can help you reach your financial goals.
Merrill Lynch Financial Advisor Scott G Weber
Merrill Lynch Financial Advisor Scott G Weber, located at 682 Philadelphia Street in Indiana, Pennsylvania, is a finance institution dedicated to simplifying and improving the financial circumstances of individuals, institutions, and families. The Mackey Weber Group, headed in Indiana, works closely with clients to focus on their specific goals and develop personalized financial strategies. With insights from Merrill and resources from Bank of America, the team addresses complex challenges and helps clients prioritize personal goals such as education funding, retirement planning, healthcare costs, and wealth preservation. The team, consisting of experienced financial advisors with over 60 years of combined experience, is committed to putting clients at the center of the planning process. Whether you are a medical professional, business owner, or part of a non-profit organization, the Mackey Weber Group offers tailored financial solutions to meet your unique needs and challenges. From structuring 401k plans for businesses to managing investments for non-profit entities, the team provides comprehensive financial services to help clients achieve their goals.
Merrill Lynch Financial Advisor Donna M Yvanek
Merrill Lynch Financial Advisor Donna M Yvanek is located at 682 Philadelphia Street, Indiana, Pennsylvania, United States. The institution, part of the Mackey Weber Group, is dedicated to simplifying and improving the financial circumstances of individuals, institutions, and families. With a focus on client-specific goals, the team of financial advisors utilizes investment insights from Merrill and banking resources from Bank of America to address complex challenges. The team, consisting of Scott Weber, Donna Yvanek, and Luke Anderson, collectively have over 60 years of experience in the financial services industry and are all CERTIFIED FINANCIAL PLANNER professionals. The Mackey Weber Group specializes in working with medical professionals, small businesses, and non-profit organizations, offering personalized financial strategies tailored to each client's unique needs. From structuring and advising on 401k plans to managing endowments and foundations, the team provides comprehensive solutions to help clients achieve their financial goals. Additionally, the institution offers discounted mortgages, home equity lines, and credit options to assist clients in managing their liabilities effectively.
James H. Wilson
James H. Wilson is a finance and insurance agency located at 245 West Broad Street in Quakertown, Pennsylvania, United States. With an additional office at 1301 S. Harrison Street in Fort Wayne, Indiana, the institution is part of Lincoln Financial Advisors, an independent broker-dealer with a national network of financial professionals. The institution offers personalized solutions and fee-based financial planning to help individuals and business owners with estate planning, business succession, retirement, and financial plans. They have access to a diverse array of products and provide specialized support to clients. The institution is committed to long-term client relationships and upholds high standards of conduct. Securities are offered through Lincoln Financial Advisors Corp., a member of SIPC, and investment advisory services are also available through Lincoln Financial Advisors Corp. or Sagemark Consulting. Insurance is offered through Lincoln affiliates and other reputable companies. The institution does not provide legal or tax advice, and not all financial professionals within the firm may offer advisory services. For more information about the services and relationships offered by James H. Wilson, clients can refer to the Form CRS - Customer Relationship Summary.
H&R Block
H&R Block is a renowned accounting and finance institution located at 2454 Philadelphia Street in Indiana, Pennsylvania, United States. With a reputation for excellence in financial services, H&R Block offers expert tax preparation, accounting, and financial planning services to individuals and businesses. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and financial regulations, ensuring they receive accurate and reliable guidance for their financial needs. Visit H&R Block today for expert financial advice and personalized service.
H&R Block
H&R Block is a well-known accounting and finance institution located at 2334 Oakland Avenue in Indiana, Pennsylvania, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is here to help you navigate the complex world of accounting and finance. Visit us today to see how we can assist you in achieving your financial goals.
Di Cicco Brenda B CPA
Di Cicco Brenda B CPA is a reputable accounting and finance institution located at 1776 Warren Road in Indiana, Pennsylvania, United States. With years of experience and expertise in the field, they offer a wide range of services to individuals and businesses alike. From tax preparation to financial planning, Di Cicco Brenda B CPA is dedicated to providing top-notch services that help their clients achieve their financial goals. Whether you need help with bookkeeping, payroll services, or investment advice, you can trust Di Cicco Brenda B CPA to provide reliable and professional assistance.
B&L Properties
B&L Properties is a reputable real estate agency located at 835 Grant Street in Indiana, Pennsylvania. Our dedicated team of professionals specializes in helping clients buy, sell, and rent properties in the local area. With years of experience and a strong commitment to customer satisfaction, we strive to provide personalized service and expert guidance throughout the real estate process. Whether you are looking for your dream home, investment property, or rental space, B&L Properties is here to help you achieve your real estate goals. Contact us today to learn more about how we can assist you with all of your real estate needs.
Green Insurance Agency
Green Insurance Agency is a reputable insurance agency located at 2455 Oakland Avenue in Indiana, Pennsylvania, United States. Specializing in providing a wide range of insurance solutions, including home, auto, health, and life insurance, Green Insurance Agency is committed to offering personalized service and comprehensive coverage options to meet the unique needs of each client. With a team of experienced agents who are dedicated to helping clients find the right insurance policies at competitive rates, Green Insurance Agency strives to provide peace of mind and financial protection for individuals and families. Contact Green Insurance Agency today to learn more about their services and how they can help you secure the coverage you need.
Choice Music Tours
Welcome to Choice Music Tours, where we specialize in creating custom travel experiences for student music programs and tour groups. Located at 2 Penn Center Blvd in Pittsburgh, PA, our travel agency combines next-generation technology solutions with a deep understanding of music education to offer comprehensive travel, expense, and meetings management.Our Unique Offerings:- Custom Travel Experiences: We design tailor-made trips that include major music festivals, competitions, and non-competitive performances. Whether your group wants to compete or simply enjoy the thrill of performing in a new setting, we cater to all needs. - Educational Trips: Beyond performances, we offer educational tours that include clinics, master classes, and workshops to enrich the learning experience for young musicians.- Personalized Service: From start to finish, your trip is managed by a dedicated travel professional who ensures every detail is meticulously planned. Our team, comprised of former music educators, is passionate about fostering the growth and development of musicians through travel.- Expert Tour Conductors: Every group is accompanied by a highly experienced Tour Conductor who will be with you from arrival to departure, ensuring smooth logistics and an enjoyable experience.Our Team:- Cindy: Cindy's journey with Choice Music Tours began as a student on one of our first performance trips. With a history of organizing music department trips and international group travel, Cindy now serves as our General Manager, coordinating the excellent work of our Travel Advisors.- Bill Galvin: A PMEA Citation of Excellence winner and National Band Association Citation of Excellence recipient, Bill brings over 48 years of education and travel experience. His expertise in planning, budgeting, and student relations is invaluable to our team.- Nevin: With 35 years in music pedagogy and student travel, Nevin's extensive experience includes directing high school jazz ensembles and organizing trips to major parades and festivals around the world.- Francis Nesta: Bringing a 42-year career in music education, Francis has planned numerous trips combining performance opportunities with educational and recreational activities. His organizational skills and professional involvement in PMEA and ACDA enrich the experiences we offer.Why Choose Us?- Industry Leadership: With a rich history of travel innovation and industry leadership, we leverage our experience to deliver top-notch travel services.
WesBanco Bank - ATM
WesBanco Bank - ATM, conveniently located at 2731 Ellwood Rd in New Castle, Pennsylvania, provides a range of financial services to meet your banking needs. As a part of WesBanco Bank, Inc., a trusted financial institution, this ATM offers easy access to your accounts for withdrawals, deposits, and balance inquiries.
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