TOP 10 Personal tax planning in Wilkes-Barre, Pennsylvania
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Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service located at 850 Sans Souci Parkway in Wilkes-Barre, Pennsylvania, United States, is a finance institution dedicated to helping individuals with their tax preparation needs. While our tax advance loans have ended for this year, our Tax Pros are prepared to assist you in maximizing your refund. Our services are perfect for those with busy schedules - simply drop off your tax documents and a Tax Pro will handle the rest, including a quick call to review your final return and convenient e-signing. Our Tax Pros are fluent in Spanish and are ready to help Spanish-speaking clients.
850 Sans Souci Pkwy, Wilkes-Barre, PA 18706, United States -
KAY MULTI-SERVICES LLC
● OpenKAY MULTI-SERVICES LLC is a finance institution located at 632 North Main Street in Wilkes-Barre, Pennsylvania. We offer a wide range of financial services to individuals and businesses, including tax preparation, accounting, bookkeeping, and financial consulting. Our team of experienced professionals is dedicated to providing personalized and high-quality services to help our clients achieve their financial goals. Whether you need assistance with tax planning or financial management, KAY MULTI-SERVICES LLC is here to help. Contact us today to schedule a consultation.
632 N Main St Frnt, Wilkes-Barre, PA 18705, United States -
Jennifer West - State Farm Insurance Agent
● ClosedJennifer 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.
1118 PA-315 ste 1, Wilkes-Barre Township, PA 18702, United States -
Community Bank, N.A.
● ClosedCommunity 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.
350 Liberty Plz, Wilkes-Barre, PA 18702, United States -
The Hazzouri Group - Morgan Stanley
● OpenThe Hazzouri Group at Morgan Stanley is a renowned financial institution located at 1065 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. With a team of experienced financial advisors, they offer a wide range of services including investment management, retirement planning, and wealth management. Clients can trust The Hazzouri Group to provide personalized financial solutions tailored to their individual needs and goals. With a commitment to excellence and a track record of success, The Hazzouri Group at Morgan Stanley is a trusted partner in helping clients achieve their financial objectives.
1065 PA-315 #401, Wilkes-Barre, PA 18702, United States -
Merrill Lynch Financial Advisor Stacey A Wyandt
● ClosedMerrill 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.
600 Baltimore Dr, Wilkes-Barre, PA 18702, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 600 Baltimore Drive in Wilkes-Barre, Pennsylvania, is a leading finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. With years of combined knowledge and experience, our financial advisors provide strategies for retirement income planning, guidance on investments, estate planning services, and more. We are committed to client satisfaction and helping you achieve your long-term financial goals. Our advisors are supported by the resources of Merrill Lynch Wealth Management and Bank of America to provide you with the best financial solutions. Through our charitable outreach, we support the communities where we live and work. Whether you are just starting your career or looking for a new opportunity, consider joining our team of dedicated advisors who receive professional training and mentoring. Trust Merrill Lynch Wealth Management to help you navigate the complexities of the financial world and reach your financial and life goals.
600 Baltimore Dr, Wilkes-Barre, PA 18702, United States -
Prociak & Associates
● ClosedProciak & 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.
1086 PA-315, Wilkes-Barre, PA 18702, United States -
The Murray Team - Morgan Stanley
● OpenThe Murray Team at Morgan Stanley is a renowned finance institution located at 1065 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. With a team of experienced financial advisors, they offer a wide range of services including investment management, wealth planning, retirement planning, and more. Their commitment to providing personalized solutions and expert guidance makes them a trusted partner for individuals and businesses looking to secure their financial future. Visit The Murray Team at Morgan Stanley for all your financial needs.
1065 PA-315 #401, Wilkes-Barre, PA 18702, United States -
Merrill Lynch Financial Advisor Ronald Douglas Coltrane
● ClosedMerrill 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.
600 Baltimore Dr, Wilkes-Barre, PA 18702, United States -
Kevin J Krugel - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKevin 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.
100 Wilkes-Barre Blvd Ste 312, Wilkes-Barre, PA 18702, United States -
R J Financial Services
● OpenR 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.
1015 Sively St, Wilkes-Barre, PA 18706, United States -
Wells Fargo Advisors
● OpenWells 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.
1230 PA-315, Wilkes-Barre, PA 18702, United States -
Mary Mcevoy-Dockeray - Morgan Stanley
● OpenMary 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.
1065 PA-315 #401, Wilkes-Barre, PA 18702, United States -
Ed Katarsky - Ameriprise Financial Services, LLC
● ClosedEd 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.
100 Wilkes-Barre Blvd Ste 210, Wilkes-Barre, PA 18702, United States -
Meridian Financial Associates
● ClosedMeridian 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.
1140 PA-315 Suite 203, Wilkes-Barre, PA 18702, United States -
Candice S Tohme - Morgan Stanley
● OpenCandice 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.
1065 PA-315 #401, Wilkes-Barre, PA 18702, United States -
Robert Phillips - Morgan Stanley
● OpenRobert 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.
1065 PA-315 #401, Wilkes-Barre, PA 18702, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 762 Sans Souci Parkway in Wilkes-Barre, Pennsylvania, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and accounting assistance. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions to meet your needs. Visit us today to experience top-notch financial services in a welcoming and professional environment.
762 Sans Souci Pkwy, Wilkes-Barre, PA 18702, United States -
Ley Michael R CPA
● OpenLey Michael R CPA is a reputable accounting and finance institution located at 67 Public Square in Wilkes-Barre, Pennsylvania, United States. With a focus on providing expert financial services, including tax preparation, auditing, and financial planning, Ley Michael R CPA is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized and reliable services to ensure their clients' financial success.
67 Public Square # 1122, Wilkes-Barre, PA 18711, United States -
Murphy Schardien CPA LLC
● OpenMurphy Schardien CPA LLC is a reputable accounting and finance institution located at 22 Brader Drive in Wilkes-Barre, Pennsylvania, United States. Led by J. Martin Murphy, CPA and Anne Murphy Schardien, CPA, the firm boasts over 50 years of combined experience in the field. Specializing in a wide range of accounting, consulting, and tax services for both businesses and individuals, the team at Murphy Schardien CPA LLC offers personalized attention to cater to each client's specific needs. With a strong track record of successfully resolving issues with Federal, State, and Local agencies on behalf of their clients, the firm understands the current economic climate and can provide tailored recommendations to suit individual circumstances. Trust Murphy Schardien CPA LLC for expert financial guidance and support.
22 Brader Dr, Wilkes-Barre, PA 18705, United States -
Sharif Financial Services
● ClosedSharif 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.
15 Public Square, Lobby Rear, #102, Wilkes-Barre, PA 18701, United States -
Douaihy Thomas H CPA
● OpenDouaihy Thomas H CPA is a reputable accounting and finance institution located at 1094 Pennsylvania 315, Wilkes-Barre, Pennsylvania, United States. With years of experience and expertise in the field, they offer a wide range of financial services to individuals and businesses. Their team of certified public accountants provides personalized and professional assistance with tax preparation, auditing, bookkeeping, and financial planning. Trust Douaihy Thomas H CPA for all your accounting and finance needs.
1094 PA-315, Wilkes-Barre, PA 18702, United States -
Lawrence-Cable & Co LLP
● OpenLawrence-Cable & Co LLP is a reputable accounting and finance institution located at 106 South Main Street in Wilkes-Barre, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, auditing, or financial planning, Lawrence-Cable & Co LLP is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.
106 S Main St #210, Wilkes-Barre, PA 18701, United States -
Harold Shepley & Associates LLC
● OpenHarold Shepley & Associates LLC: Your Trusted Bankruptcy Lawyers and Debt Relief Experts in Pennsylvania Located in Aliquippa, PA 15001, Harold Shepley & Associates LLC is a full-service debt relief law firm dedicated to helping you manage and eliminate your debt. We understand the overwhelming stress that comes with financial burdens, and our experienced team is here to provide the support and expertise you need to achieve a brighter financial future.
Aliquippa, PA 15001, United States -
ESSA Bank and Trust
● ClosedWelcome to ESSA Bank & Trust, your trusted financial partner located at 975 Pennsylvania 390, Cresco, Pennsylvania. We are a full-service bank dedicated to providing exceptional banking services to individuals, businesses, and communities throughout the region. As a Member FDIC institution, we offer a wide range of deposit products and financial services tailored to meet your needs. At ESSA Bank & Trust, we understand the importance of convenience and accessibility. While our corporate offices and branches will be closed in observance of Labor Day on Monday, September 2, 2024, our online banking and mobile apps remain available 24/7 to assist you with your banking needs anytime, anywhere.
975 Pennsylvania 390, Cresco, Pennsylvania 18326, United States -
ESSA Bank and Trust
● ClosedWelcome to ESSA Bank & Trust - Your Trusted Financial Partner in East Stroudsburg Located at 75 Washington Street, East Stroudsburg, Pennsylvania, ESSA Bank & Trust is committed to providing comprehensive banking and financial services to our community. As a full-service bank, we offer a range of solutions including personal and business banking, commercial lending, and financial advisory services. Our convenient ATM services ensure you have access to your funds whenever you need them.
75 Washington Street, East Stroudsburg, Pennsylvania 18301, United States -
ESSA Bank and Trust
● ClosedWelcome to ESSA Bank & Trust, your trusted partner in banking, finance, and community service located at 5120 Milford Road, East Stroudsburg, Pennsylvania. At ESSA, we pride ourselves on offering a wide range of financial services, including personal and business banking, commercial lending, and financial advisory services through our subsidiary, ESSA Advisory Services, LLC. Our commitment to convenience and security means that even when our corporate offices and branches are closed for holidays like Labor Day, our online banking and mobile apps remain available 24/7 to meet your banking needs. We understand the importance of staying safe online and offer resources to help you navigate the digital world securely.
5120 Milford Road, East Stroudsburg, Pennsylvania 18302, United States
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