Personal investment management in Wilkes-Barre, Pennsylvania

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.

R J Financial Services is a reputable accounting and finance institution located at 1015 Sively Street in Wilkes-Barre, Pennsylvania, United States. With a team of experienced professionals, we offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Our commitment to excellence and personalized approach sets us apart from the rest, making us a trusted partner for individuals and businesses seeking expert financial guidance. Contact us today to see how we can help you achieve your financial goals.

Russell Goodman is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 100 N Wilkes-Barre Boulevard in Wilkes-Barre, Pennsylvania, United States. He offers complimentary initial consultations to discuss financial planning concepts with residents of states in which he is properly registered. Russell Goodman specializes in helping clients achieve their financial goals and navigate the current bull market rally. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring the highest level of security and privacy for clients. Contact Russell Goodman today to schedule a consultation and learn more about how he can help you plan for a successful financial future.

Edward Jones - Financial Advisor: Eileen Y Song is a reputable finance institution located at 3 Public Square in Wilkes-Barre, Pennsylvania, United States. Eileen Y Song is a skilled and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for college, or invest for the future, Eileen Y Song can provide personalized guidance and strategies to help you succeed. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Eileen Y Song is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Janney Montgomery Scott LLC is a finance institution located at 613 Baltimore Drive in Wilkes-Barre Township, Pennsylvania, United States. With a long history of serving clients in the financial industry, Janney Montgomery Scott LLC offers a wide range of services including investment advising, wealth management, and financial planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Trust Janney Montgomery Scott LLC to provide expert guidance and personalized solutions for all your financial needs.

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.

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.

Merrill Lynch Financial Advisor Stephen J Rosenthal is a finance institution located at 600 Baltimore Drive, Wilkes-Barre, Pennsylvania, United States. The Youngman, Rosenthal & Shaffer Wealth Management Group at Merrill Lynch is dedicated to providing exemplary client service and has been recognized as one of Forbes "Best-in-State Wealth Management Teams" in 2023 and 2024. With over 145 years of combined experience, the team is committed to helping clients achieve their financial goals, whether it be retirement planning, education funding, home purchasing, or estate planning. They take the time to understand each client's unique needs and design a customized wealth management plan to help them pursue their personal financial goals while managing investment risk. The institution offers personalized investment strategies and comprehensive financial solutions to address the evolving needs and priorities of clients. Merrill Lynch Wealth Management Advisors prioritize building strong client relationships based on trust and personalized service, helping clients navigate the complexities of their financial lives and achieve their goals.

Tricia Zelinka - Morgan Stanley is a finance institution located at 1065 Pennsylvania 315, Wilkes-Barre, Pennsylvania, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships based on trust and transparency, we strive to provide exceptional service and guidance to individuals, families, and businesses. Contact us today to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor Charles L Youngman is located at 600 Baltimore Drive in Wilkes-Barre, Pennsylvania, United States. This finance institution is part of the Youngman, Rosenthal & Shaffer Wealth Management Group and is supported by the global resources of Merrill. With over 145 years of combined experience, the team at Merrill Lynch is dedicated to helping clients achieve their financial goals, whether it's planning for retirement, funding education, purchasing a home, or estate planning. The advisors at Merrill Lynch focus on building strong client relationships based on trust and personalized service. They believe in using wealth to help turn goals into reality, and offer customized wealth management plans to help clients pursue their personal financial goals while managing investment risk. The institution uses the Investment Personality Assessment to understand clients better as investors and tailor financial approaches accordingly.

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.

Musto Tax & Insurance Services is a reputable finance institution located at 1065 Pennsylvania 315 in Wilkes-Barre, Pennsylvania. Specializing in tax preparation and insurance services, our knowledgeable team is dedicated to providing personalized financial solutions to meet the unique needs of our clients. With a commitment to excellence and customer satisfaction, Musto Tax & Insurance Services is your trusted partner in achieving your financial goals.

Mass Mutual Financial Group is a reputable finance and insurance agency located at 216 North River Street in Wilkes-Barre, Pennsylvania, United States. With a strong focus on providing clients with personalized financial planning and insurance solutions, Mass Mutual is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment strategies, or comprehensive insurance coverage, the experienced professionals at Mass Mutual are here to assist you every step of the way. Trust in Mass Mutual Financial Group to help secure your financial future.

Mary Mcevoy-Dockeray - Morgan Stanley is a finance institution located at 1065 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. As a branch of the renowned Morgan Stanley, the institution offers a wide range of financial services including wealth management, investment advisory, and retirement planning. With a team of experienced financial advisors led by Mary Mcevoy-Dockeray, clients can expect personalized financial solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Mary Mcevoy-Dockeray - Morgan Stanley is dedicated to helping you achieve financial success.

The Polaris Legacy Group at Morgan Stanley is a leading financial institution located in Wilkes-Barre, Pennsylvania. Our team of experienced professionals provides personalized wealth management and investment services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, we are dedicated to helping individuals and families navigate the complexities of the financial world. Visit us at 1065 Pennsylvania 315 to learn more about how we can help you secure your financial future.

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.

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.

Mark W Korlishin - Morgan Stanley is a finance institution located at 1065 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. The institution offers a wide range of financial services, including investment management, wealth management, and financial planning. With a team of experienced professionals, Mark W Korlishin - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the experts at Mark W Korlishin - Morgan Stanley can provide personalized solutions to meet your needs.

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.

Candice S Tohme - Morgan Stanley is a finance institution located at 1065 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing personalized financial services to help clients achieve their goals. Whether you are planning for retirement, investing for the future, or managing your wealth, we are here to help. Contact us today to schedule a consultation and learn more about how we can assist you in reaching your financial objectives.

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.

Located at 60 Public Square in Wilkes-Barre, Pennsylvania, Wilmington Trust is a trusted institution offering premier wealth and institutional services as part of M&T Bank. With a strong reputation in the financial services industry, our experienced professionals provide guidance to help families and businesses succeed for generations to come. Plan your visit to our Wilkes Barre office and schedule an appointment in advance to explore the range of services we offer.

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 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.

Leticia Reyes is a reputable finance institution located at 352 South Main Street in Wilkes-Barre, Pennsylvania, United States. With a strong commitment to providing top-notch financial services, Leticia Reyes offers a wide range of financial products and solutions to meet the needs of individuals and businesses alike. Whether you are looking for assistance with investments, loans, or financial planning, the experienced team at Leticia Reyes is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.

WB Multiservice is a reputable financial institution located at 38 East Chestnut Street in Wilkes-Barre, Pennsylvania. As a trusted provider of financial services, we offer a wide range of solutions to meet the needs of our clients. Whether you are looking for assistance with banking, loans, investments, or insurance, our team of experienced professionals is here to help you achieve your financial goals. With a commitment to excellence and customer satisfaction, WB Multiservice is the go-to destination for all your financial needs in the Wilkes-Barre area.

Ulyricia Pittman, Bankers Life Agent is an insurance agency located at 613 Baltimore Drive, Wilkes-Barre, Pennsylvania, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, Washington National Insurance Company, as well as partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising cost of healthcare, long-term care planning is essential. Our team is here to guide you through the process and help you prepare for the future. We are currently recruiting for agent, manager, and investment professional positions. If you are passionate about helping others achieve financial security in retirement, our award-winning training programs and flexible career opportunities can help you reach your goals. Join us at Bankers Life and start achieving more today!

Susan Long, Bankers Life Agent is an insurance agency located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania, United States. The institution offers a wide range of insurance products and services to help individuals and families protect their financial future. With a team of experienced professionals, including Financial Representatives, Insurance Sales Representatives, Financial Advisors, and Branch Sales Managers, Susan Long, Bankers Life Agent is dedicated to providing personalized and comprehensive insurance solutions. Whether you are looking for life insurance, retirement planning, or long-term care coverage, the team at Susan Long, Bankers Life Agent is here to help. Contact us today to discuss your insurance needs and secure your financial well-being.

Nicholas Gallagher, Bankers Life Agent is an insurance agency located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania, United States. The institution offers a range of insurance services, including financial planning and advisory services. With a team of experienced professionals such as Patricia Borger, Alec Bradican, and Darryl Cariati, clients can expect personalized and knowledgeable assistance in navigating their insurance needs. Whether it's retirement planning, investment strategies, or life insurance policies, the team at Nicholas Gallagher, Bankers Life Agent is dedicated to helping clients secure their financial future. Additional representatives such as Brianna Cherkas, John Cyprich, and Tiffany Cyprich provide further expertise in insurance sales and financial advisory services. From unit field trainers like Uma Lewis to branch sales managers like Derek Sheruda, the institution offers a diverse range of professionals to cater to every client's individual needs. Visit Nicholas Gallagher, Bankers Life Agent for comprehensive insurance solutions and expert guidance in managing your finances.

Jamie Dileo, Bankers Life Agent is an insurance agency located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania. As a dedicated Bankers Life agent, Jamie Dileo offers personalized insurance solutions to help individuals and families protect their financial future. With a focus on providing excellent customer service and expert advice, Jamie Dileo is committed to helping clients find the right insurance coverage to meet their needs. Contact Jamie Dileo, Bankers Life Agent today to learn more about the insurance options available.