Personalized financial advice in New Wilmington, Pennsylvania

Fennick Financial Services is a reputable finance and insurance agency located at 2819 Wilmington Road in New Castle, Pennsylvania, United States. With a dedicated team of financial experts, Fennick Financial Services offers a wide range of services including investment planning, retirement planning, insurance solutions, and wealth management. Clients can expect personalized and professional guidance to help them achieve their financial goals. Trust Fennick Financial Services to provide expert advice and reliable solutions for all your financial needs.

Ameriprise Financial is a finance institution located at 2900 Wilmington Road in New Castle, Pennsylvania, United States. They provide a wide range of financial services including investment planning, retirement planning, wealth management, and insurance solutions. With a team of experienced financial advisors, Ameriprise Financial helps individuals and businesses achieve their financial goals and secure their financial future. Visit their office in New Castle to learn more about their services and how they can help you reach your financial objectives.

Gettings Financial Group is a leading finance institution located at 1410 Wilmington Road in New Castle, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, we are here to help. With a focus on personalized service and tailored solutions, Gettings Financial Group is committed to helping you achieve your financial goals. Contact us today to learn more about how we can assist you in securing your financial future.

Joshua Schroder is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 3438 Pennsylvania 208, New Wilmington, Pennsylvania, United States. If you have questions or would like to schedule a complimentary initial consultation, Joshua is ready to assist you. With a focus on your individual goals and risk tolerance, he provides investment, asset allocation, and portfolio recommendations. Regular meetings are held to review progress, update approaches, and track goals. With secure access to your investments and accounts from any device, you can stay informed and in control of your financial future. At Ameriprise Financial Services, LLC, the team is dedicated to helping clients achieve their financial goals and protect their assets. Whether it's through health, life, disability, income, or long-term care insurance solutions, they provide personalized recommendations to suit individual needs. By taking the next step and setting up a complimentary initial consultation, you can start planning for a more secure financial future.

Jeffrey Sonntag is a Financial Advisor at Ameriprise Financial Services, LLC, located at 3009 Wilmington Road in New Castle, Pennsylvania, United States. He holds various certifications such as 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 asset management, investment strategies, estate planning, retirement planning, and more. With a focus on providing comprehensive financial planning services, Jeffrey Sonntag is dedicated to helping clients achieve their financial goals and secure their financial future.

Brian L Taylor is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 3438 Pennsylvania 208, New Wilmington, Pennsylvania, United States. Brian L Taylor holds various certifications such as 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 Brian L Taylor's expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, investment strategies, and more. Whether you are a retiree, small business owner, high net worth client, or in need of specialized financial planning for unique circumstances, Brian L Taylor is equipped to provide comprehensive and tailored financial advice to help you achieve your financial goals.

Melissa L Cogswell - Associate Financial Advisor at Ameriprise Financial Services, LLC is located at 3438 Pennsylvania 208, New Wilmington, Pennsylvania, United States. The institution offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients have secure access to their investments and accounts from any device. The institution provides an overview of financial planning concepts during a complimentary initial consultation. Securities offered by Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Melissa L Cogswell may only conduct securities business with residents of states in which she is properly registered. The institution cannot guarantee future financial results. Privacy and security measures are in place to protect client information. Referrals are welcomed to help friends and family members achieve their financial goals.

Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC Located at 3438 Pennsylvania 208, New Wilmington, Pennsylvania 16142, United States, Victoria Whelan operates as an Associate Financial Advisor under the umbrella of Ameriprise Financial Services, LLC. Specializing in a broad spectrum of financial advisory services, Victoria Whelan is committed to providing personalized financial solutions tailored to meet the diverse needs of her clients.

Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC Located at 313 N Market St, New Wilmington, PA 16142, Victoria Whelan serves as an Associate Financial Advisor at Ameriprise Financial Services, LLC. Specializing in a wide range of financial services, Victoria is dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies.

Victoria Whelan is an esteemed Associate Financial Advisor affiliated with Ameriprise Financial Services, LLC. Located in the heart of New Wilmington, PA, Victoria offers a comprehensive suite of financial advisory services designed to address the unique needs of individuals and small business owners. Her expertise spans a wide range of financial planning and investment strategies, backed by several prestigious certifications and designations.Certifications and Expertise:1. Accredited Asset Management Specialist℠ (AAMS™): - Victoria adheres to a strict code of ethics and has successfully completed coursework focused on applying investment concepts to real-world scenarios, including asset allocation, estate planning, and insurance products.2. Accredited Domestic Partnership Advisor™ (ADPA™): - Specializes in wealth transfers, federal taxation, retirement planning, and end-of-life financial needs for domestic partners. Victoria has passed a rigorous examination that evaluates her ability to synthesize complex financial concepts.3. Accredited Estate Planner® (AEP®):

Brian L Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC, is a distinguished financial advisory business located at 3438 PA-208 Ste 2, New Wilmington, PA 16142, United States. Specializing in a wide array of financial services, Brian L Taylor offers expert guidance tailored to meet the unique needs of individuals, retirees, and small business owners. With a strong commitment to ethical practices and continuing education, Brian L Taylor holds multiple certifications that underscore his expertise in various financial domains. The AAMS™ certification signifies proficiency in asset management, investment strategies, and estate planning, ensuring clients receive informed advice on asset allocation and investment opportunities. As an Accredited Domestic Partnership Advisor™ (ADPA™), Brian is well-versed in wealth transfers, federal taxation, and financial planning for domestic partners, addressing complex financial and medical needs.

Synder Diane A is a reputable financial institution located at 2309 Wilmington Road in New Castle, Pennsylvania, United States. With a focus on providing personalized financial services, Synder Diane A offers a wide range of investment options, retirement planning, and wealth management solutions to help clients achieve their financial goals. The experienced team at Synder Diane A is dedicated to providing expert advice and guidance to help clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Synder Diane A is committed to helping you succeed. Contact them today to schedule a consultation and take the first step towards financial security.

Geer & Herman PC is a trusted institution located at 2100 Wilmington Road in New Castle, Pennsylvania. Led by experienced professionals Daniel Herman and Louise Geer, our team is dedicated to providing personalized and reliable services to our clients. Whether you need legal advice or assistance with financial matters, we are here to help. Contact us today to schedule a consultation and see how we can assist you.

Madeline Matta - State Farm Insurance Agent is located at 2616 Wilmington Road in New Castle, Pennsylvania. Madeline and her team have been serving customers in the area since 1987, offering a range of insurance products including Car Insurance, Homeowners Insurance, Renters Insurance, Life Insurance, and Business Insurance. Madeline has received numerous awards for her excellence in the industry and is dedicated to putting her customers first. The office is open for walk-ins and Madeline is licensed to serve customers in Pennsylvania and Ohio. Madeline is passionate about educating families on the importance of Life Insurance and is committed to leaving a legacy for her customers. The office is conveniently located near the Medical Art Building and NOGA Ambulance, with flexible scheduling to accommodate your needs. The team at Madeline Matta - State Farm Agent is dedicated to making a difference in the community and working together to achieve their goals.

Mahoning Consumer Discount Co is a finance institution located at 2418 Wilmington Road in New Castle, Pennsylvania. We offer a range of financial services to help individuals manage their money effectively. Our experienced staff is dedicated to providing personalized assistance and guidance to our clients. Whether you need assistance with loans, savings accounts, or other financial products, Mahoning Consumer Discount Co is here to help you achieve your financial goals. Visit us today to learn more about how we can assist you with your financial needs.

Buckingham Strategic Wealth is a finance institution located at 2599 Wilmington Road in New Castle, Pennsylvania, United States. Our focus is on helping clients control their investments by minimizing costs, diversifying, and considering tax efficiency. Wealth Advisor Corey Altman works with specialists nationwide to create strategies that address all aspects of our clients' financial lives. Becoming a Buckingham client means experiencing top-notch service and personalized financial planning. As the election season approaches, we provide insights on how to navigate potential market shifts. We also offer guidance on maximizing benefits from restricted stock units (RSUs) and aligning your financial plan with your values. Download our "Experience Is Everything" brochure to learn more about what it's like to work with us.

Storehouse Investments LLC is a finance institution located at 3021 Wilmington Road in New Castle, Pennsylvania, United States. We specialize in providing a wide range of investment services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized advice and tailored solutions to meet the unique needs of each individual. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Storehouse Investments LLC is here to help you every step of the way. Contact us today to schedule a consultation and start building a solid financial foundation for tomorrow.

Packer Thomas, located at 2815 Wilmington Road, New Castle, Pennsylvania, United States, is a renowned institution specializing in accounting, finance, and information technology services. With over 100 years of experience, we have assisted business owners, families, and individuals with tax preparation, auditing, accounting, and IT solutions. Our team of over 65 professionals is dedicated to helping clients navigate complex financial landscapes and achieve their optimal financial positions. From comprehensive accounting and attestation services to business valuation, client accounting, forensic accounting, and internal audit outsourcing services, we offer a wide range of solutions to meet diverse needs. Additionally, our information technology consulting services, SOC reports, and cutting-edge software service are designed to streamline operations and maximize digital functionality. Trust Packer Thomas with all your tax-related concerns, as our experienced team of tax consultants takes a customized approach to ensure a seamless tax season experience. With a focus on trust, loyalty, and mutual success, Packer Thomas is here to help you succeed in all your financial endeavors.

Joseph D Dostilio CPA LLC is a reputable accounting and finance institution located at 2305 Wilmington Avenue in New Castle, Pennsylvania, United States. With a team of experienced and knowledgeable professionals, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses alike. Whether you need help with your personal finances or are looking to grow your business, Joseph D Dostilio CPA LLC is the institution to turn to for expert guidance and support.

H&R Block is a well-known accounting and finance institution located at 129 West Neshannock Avenue in New Wilmington, Pennsylvania, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking to file your taxes or a business owner in need of financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions to help you achieve your financial goals.

Cegelka Accounting is a reputable accounting and finance institution located at 901 Wilmington Avenue in New Castle, Pennsylvania, United States. With a team of experienced professionals, we provide a wide range of accounting services to individuals and businesses. Our services include tax preparation, bookkeeping, financial planning, and more. We are committed to helping our clients achieve financial success and stability. Visit us today to see how we can assist you with your accounting needs.

Jill Jack - State Farm Insurance Agent is an insurance agency located at 210 South Market Street in New Wilmington, Pennsylvania, United States. They offer tips on reducing headlight glare while driving at night, as well as advice for driving on rural roads. They also provide information on how renters insurance works and how to file a claim. It is important to note that sensitive personal information should not be shared on their website. For assistance with the website, individuals can call (724) 946-3521. Life insurance and annuities are issued by State Farm Life Insurance Company, and deposit products are offered by U.S. Bank National Association. The institution also offers pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company.

Prossen Agency is a trusted insurance agency located at 3100 Wilmington Road in New Castle, Pennsylvania. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have the expertise to help you find the right coverage at the right price. With a focus on customer service and integrity, Prossen Agency is your go-to source for all your insurance needs in the United States.

First Commonwealth Bank, located at 3430 Wilmington Rd, New Castle, PA 16105, is a trusted financial institution dedicated to serving the community with a comprehensive range of services. As a full-service bank, it offers personal and business banking solutions, including checking and savings accounts, loans, mortgages, and credit cards. The bank also features an ATM for convenient, quick access to cash and account management. In addition to traditional banking services, First Commonwealth Bank provides expert financial planning and investment services to help customers achieve their financial goals. The on-site insurance agency offers a variety of insurance products to protect what matters most to you, from home and auto insurance to life and health coverage.

ATM M&T Bank, located at 3450 Wilmington Road, New Castle, Pennsylvania 16105, is your convenient local financial hub. Specializing in providing a wide range of banking and financial services, this establishment is dedicated to meeting the needs of the New Castle community. Whether you need to withdraw cash, deposit funds, or manage your accounts, the ATM M&T Bank offers state-of-the-art ATM services for quick and easy transactions. Additionally, the bank provides personalized financial advice and solutions, helping you achieve your financial goals. Visit ATM M&T Bank for reliable and efficient banking services tailored to your needs.

Greenville Savings Bank, located at 3302 Wilmington Road, New Castle, Pennsylvania 16105, is your trusted local institution for all your banking and financial needs. As a full-service bank, Greenville Savings Bank offers a wide range of services including personal and business banking, savings accounts, checking accounts, loans, and mortgages. In addition to traditional banking services, the location is equipped with convenient ATM facilities to provide easy access to your funds any time of the day. Committed to serving the New Castle community with personalized and attentive service, Greenville Savings Bank prides itself on helping customers achieve their financial goals with security and confidence. Whether you're looking to open a new account, secure a loan, or simply need financial advice, our friendly and professional staff are here to assist you every step of the way. Visit us today and experience the difference of a community-focused bank.

First Choice FCU, located at 2810 Wilmington Road, New Castle, Pennsylvania 16105, is a trusted financial institution dedicated to serving the local community with a range of financial services. Specializing in both ATM services and comprehensive financial solutions, First Choice FCU offers its members convenient access to their funds and expert financial guidance. Whether you need to withdraw cash, manage your accounts, or seek advice on financial planning, the friendly and professional team at First Choice FCU is committed to helping you achieve your financial goals. Visit us today to experience personalized service and discover why we are the first choice for all your financial needs.

PNC Bank, located at 2802 Wilmington Road, New Castle, Pennsylvania 16105, is a trusted financial institution dedicated to serving the community with a wide range of banking services. Whether you need to access an ATM, open a new account, or seek financial advice, PNC Bank provides comprehensive solutions tailored to meet your needs. With a commitment to customer satisfaction and financial well-being, PNC Bank ensures a seamless banking experience through personalized service and innovative financial products. Visit PNC Bank in New Castle for all your banking and financial needs.

WesBanco Bank, located at 3360 Wilmington Road, New Castle, Pennsylvania 16105, is a reputable institution specializing in banking and financial services. Committed to providing top-tier technology and first-class service, WesBanco offers a comprehensive suite of financial solutions to meet the diverse needs of its clients. Key Services and Features:

Welcome to the First National Bank ATM located at 135 East Neshannock Avenue, New Wilmington, Pennsylvania 16142, United States. As a premier financial services provider, we offer a comprehensive range of financial solutions to meet your needs, whether you're managing personal finances or growing a business. Our ATM provides convenient access to your accounts, allowing you to perform essential banking tasks such as withdrawals, deposits, and balance inquiries at any time. But that's just the beginning. Through our innovative eStore® Common App, you can effortlessly apply for personal loans, open checking and savings accounts, and explore a variety of financial products and services—all from the comfort of your home.