TOP 30 Personalized finance advice in York, Pennsylvania
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Loan Till Payday Online
● OpenLoan Till Payday Online is a finance-oriented business located in York, PA, specializing in connecting consumers with financial service providers. While the business itself is not a lender and does not engage in lending activities such as making credit decisions or collecting payments, it serves as a facilitator, linking individuals in need of financial assistance with potential lenders and financial service providers.
11 N Beaver St, York, PA 17401, United States -
Jeff Philibin, NMLS 408773
● OpenJeff Philibin, NMLS 408773, located at 4723 Butler St, 1st Floor, Pittsburgh, PA 15201, is a reputable finance business specializing in renovation loans. With over two decades of experience, Jeff and his team have become trusted partners in helping individuals transform houses into dream homes throughout Pittsburgh and beyond. Their unique approach involves offering renovation loans, which function like traditional mortgages but include a built-in budget for renovations. This means clients can manage their home improvement projects with one loan and one monthly payment, without dipping into their pockets for renovation costs. The team at Jeff Philibin, NMLS 408773, is dedicated to guiding clients through the entire renovation process, from start to finish. Whether it's a minor repair or a major overhaul, they ensure that clients receive the support and expertise needed to achieve their home improvement goals. Their services are not limited to large projects; they also cater to smaller renovations, such as updating kitchens or bathrooms, making them accessible to homeowners with varying budgets and needs.
4723 Butler St 1 fl, Pittsburgh, PA 15201, United States -
Merrill Lynch Financial Advisor Andrew "Drew" Morrison
● OpenAt Merrill Lynch, Financial Advisor Andrew "Drew" Morrison and the Kish Morrison Group are dedicated to providing comprehensive wealth management services tailored to meet the unique needs of each client. Located in the heart of Pittsburgh, PA, our team offers insights on market trends and strategies to navigate potential opportunities and risks, all within a quick 15-minute consultation.Our Philosophy:We believe true wealth management extends beyond mere investment. Our holistic approach focuses on designing financial strategies that align with your most important goals, not just for your lifetime, but for generations to come. Whether you are accumulating wealth or looking to preserve it, we provide personalized attention and high-touch service to both high-net-worth clients and the emerging affluent. Core Principles:- Investment Manager Selection: We choose managers with consistent, favorable risk-adjusted returns and a tenure of five to ten years or more. - Asset Allocation: We believe asset allocation is the most crucial determinant of long-term investment returns. - Market Timing: We do not attempt to time the markets.
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Merrill Lynch Private Wealth Advisor Derek S Jancisin
● OpenMerrill Lynch Private Wealth Advisor Derek S. Jancisin, located at 600 Grant St, 49th Floor, Pittsburgh, PA, is dedicated to empowering prosperity and simplifying wealth management for a select clientele. Our mission is to transform complex financial landscapes into seamless, straightforward pathways, ensuring a legacy of stability and growth. We work closely with individuals, families spanning multiple generations, business owners, and executives, using a goals-based wealth management approach to put our clients at the center of every personalized strategy.
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Merrill Lynch Financial Advisor Michelle Kish
● OpenAt Merrill Lynch Financial Advisor Michelle Kish, we pride ourselves on providing expert financial advice and comprehensive wealth management services to individuals and families in all stages of their financial journey. Located in the heart of Pittsburgh, PA, our team at the Kish Morrison Group believes that true wealth management extends beyond mere investment strategies. We adopt a holistic approach to help you design financial plans that are aligned with your most significant life goals, not just for your lifetime but for generations to come.Our Philosophy: Our investment philosophy is grounded in core principles that prioritize risk-adjusted returns, long-term asset allocation, and tax efficiency. We carefully select investment managers with consistent performance records and emphasize a total return approach that includes both price appreciation and income generation. We avoid market timing and focus on creating strategies that are resilient and adaptable.Services Offered:
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Merrill Lynch Private Wealth Advisor Gennaro R DiSilvio
● OpenMerrill Lynch Private Wealth Advisor Gennaro R DiSilvio is dedicated to empowering prosperity and simplifying wealth for a select clientele. Located in the heart of Pittsburgh, PA, our office on the 49th floor of 600 Grant St is a beacon of financial expertise and personalized service. We specialize in transforming complex financial landscapes into seamless, straightforward pathways, ensuring a legacy of stability and growth for individuals, families, business owners, and executives.
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Harold Shepley & Associates, LLC
● OpenHarold Shepley & Associates, LLC: Your Trusted Debt Relief and Bankruptcy Lawyers in Pennsylvania Located at One Gateway Center, 420 Fort Duquesne Blvd., Suite 1850, Pittsburgh, PA 15222, Harold Shepley & Associates, LLC is a full-service debt relief law firm dedicated to helping individuals and families throughout Pennsylvania manage and eliminate their debt. Our team of experienced bankruptcy lawyers understands the stress and anxiety that overwhelming debt can cause, and we are committed to providing personalized solutions to meet your unique financial needs.
One Gateway Center, 420 Fort Duquesne Blvd # 1850, Pittsburgh, PA 15222, United States -
Truist
● OpenWelcome to Truist, your trusted partner in banking and finance, conveniently located at 180 Old York Road, Jenkintown, Pennsylvania. At Truist, we strive to provide comprehensive financial solutions tailored to meet your unique needs. Whether you're looking to explore pre-qualification for a Truist credit card or seeking the right loan, our team is here to assist you every step of the way. As a member of Truist Financial Corporation, our services are backed by a network of affiliates offering a wide range of financial products. Truist Bank, a Member FDIC, provides a variety of banking products and services, including loans and deposit accounts. Our trust and investment management services are expertly handled by Truist Bank and Truist Delaware Trust Company.
180 Old York Road, Jenkintown, Pennsylvania 19046, United States -
Woori America Bank
● OpenWelcome to Woori America Bank, your trusted financial partner located conveniently at 7300 Old York Road, Elkins Park, Pennsylvania. As a premier banking institution, we are dedicated to providing exceptional financial services to meet the diverse needs of our community. Whether you're looking to manage your personal finances or grow your business, our comprehensive range of services includes state-of-the-art ATMs, personalized banking solutions, and expert financial advice. At Woori America Bank, we prioritize customer satisfaction and strive to deliver a seamless banking experience with a focus on security and convenience. Visit us today and discover how we can support your financial goals with integrity and excellence.
7300 Old York Road, Elkins Park, Pennsylvania 19027, United States -
M&T Bank
● OpenWelcome to M&T Bank in Philadelphia, where we are committed to serving all your financial needs with personalized attention and a wide array of banking solutions. Conveniently located at 7121 Frankford Avenue in the vibrant Mayfair neighborhood, our branch is ready to assist you with everything from opening a checking or savings account to navigating the complexities of mortgages, home equity lines of credit, auto loans, and credit cards. Our dedicated personal bankers are here to guide you every step of the way, ensuring you find the right terms and rates tailored to your circumstances. For businesses, M&T Bank offers comprehensive commercial and small business solutions. Whether you are launching a new venture or expanding an existing one, our Business Banking Specialists are equipped to provide expert advice and customized services to help manage and grow your business effectively.
7121 Frankford Avenue, Philadelphia, Pennsylvania 19135, United States -
Bucks County Divorce Mediation
● OpenWelcome to Bucks County Divorce Mediation, located at 12 Penns Trail, Newtown, Pennsylvania. Our mission is to provide a sound, sensible, and mutually agreeable resolution to the challenging process of divorce. Led by John Millett, J.D., a seasoned divorce mediator and survivor, we offer a compassionate alternative to the traditional divorce proceedings. Divorce mediation is a voluntary settlement process that empowers couples to plan for their futures in a cooperative and respectful environment. Our mediation services are tailored to address your specific needs, focusing on creating personalized agreements that work for your family, finances, and future. We are certified in both New York and Pennsylvania, and we offer the convenience of video conferencing to accommodate your schedule.
12 Penns Trail, Newtown, Pennsylvania 18940, United States -
Song C Kim CPA
● OpenWelcome to Song C Kim CPA, your trusted partner in accounting and finance located in the heart of Elkins Park, Pennsylvania. Situated at 7305 Old York Road, our firm is dedicated to providing exceptional financial services to individuals and businesses in the community and beyond. With a focus on personalized service, we offer a comprehensive range of accounting solutions tailored to meet your unique needs. At Song C Kim CPA, we understand that navigating the complexities of financial management can be challenging. Our team of experienced professionals is here to simplify the process, offering expert guidance in tax preparation, bookkeeping, financial planning, and more. We pride ourselves on our attention to detail, integrity, and commitment to helping our clients achieve their financial goals.
7305 Old York Road, Elkins Park, Pennsylvania 19027, United States -
Ravenell Law, LLC
● OpenWelcome to Ravenell Law, LLC At Ravenell Law, LLC, located at 8033 Old York Road, Suite 206, Elkins Park, Pennsylvania, we are dedicated to guiding our clients through the complexities of Elder Care Law with compassion and expertise. Our mission is to educate, enable, and empower you to safeguard your family's most vulnerable members as they navigate the transitions and changes that come with aging.
8033 Old York Road, Elkins Park, Pennsylvania 19027, United States
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