The 30 Best Personalized financial planning in North East, Pennsylvania

Penn East Federal Credit Union, located at 441 North 7th Avenue in Scranton, Pennsylvania, is a trusted institution offering ATM and finance services. Whether you're in need of a better interest rate or a top-notch credit card, Penn East has you covered. With a commitment to making a difference in members' lives, Penn East is a reliable credit union you can depend on. The friendly staff provides excellent service, making every visit a pleasant experience. Join Penn East today by filling out an online membership form or visiting any of their branches to easily sign up. Trust Penn East as the firm foundation to build your financial future upon.

Thrivent Financial-Lutherans is a Fortune 500 financial services institution located at 11131 East Law Road, North East, Pennsylvania, United States. They believe in providing everyone with a financial plan they can be confident about, starting with the right financial advisor. Their services include matching clients with resources based on their financial concerns, creating personalized strategies to help achieve goals, and offering a free virtual coaching service called Money Canvas™ to build healthier money habits. Whether you are just starting out, building a foundation, or nearing retirement, Thrivent's financial advisors are there to help you navigate life's challenges and opportunities. They offer charitable planning options and generosity programs to help clients give back to their communities. With $162 billion in assets under management/advisement, Thrivent is rated by AM Best, Moody’s Investors Service, and S&P Global Ratings.

North Star Strategic Wealth Partners is a leading financial institution located in Pittsburgh, Pennsylvania. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. From investment planning to retirement strategies, we offer a wide range of services tailored to meet the individual needs of each client. Visit us at 3000 McKnight East Drive to learn more about how we can help you navigate the complexities of the financial world and secure your financial future.

Rocco Stigliano: Primerica - Financial Services is a reputable finance and insurance agency located at 112 North Courtland Street in East Stroudsburg, Pennsylvania, United States. With a strong focus on providing quality financial services to individuals and families, Rocco Stigliano and his team offer a wide range of products and solutions to help clients achieve their financial goals. Whether you are looking for investment advice, insurance coverage, or retirement planning, Rocco Stigliano: Primerica - Financial Services is dedicated to providing personalized and professional assistance to meet your needs. Contact them today to learn more about how they can help you secure your financial future.

Edward Jones - Financial Advisor: Eli Nelson is a trusted financial institution located at 69 East Main Street in North East, Pennsylvania. As a dedicated finance professional, Eli Nelson provides personalized financial advice and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Eli Nelson is committed to providing expert guidance and support every step of the way. Visit our office today to learn more about our comprehensive financial services and how we can help you secure a brighter financial future.

Edward Jones - Financial Advisor: Joellen T Nelson, AAMS™ is a reputable financial institution located at 69 East Main Street in North East, Pennsylvania, United States. Specializing in providing personalized financial planning and investment services, Joellen T Nelson, AAMS™ is dedicated to helping individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can expect expert guidance and support in navigating the complexities of the financial market. Contact Edward Jones - Financial Advisor: Joellen T Nelson, AAMS™ today to start your journey towards a secure financial future.

Derek Marinaro: Primerica - Financial Services is a reputable finance and insurance agency located at 112 North Courtland Street in East Stroudsburg, Pennsylvania, United States. With a focus on providing quality financial services to individuals and families, Derek Marinaro and his team are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance solutions, Primerica offers a range of services to meet your needs. Contact Derek Marinaro today to schedule a consultation and take the first step towards financial security.

Tressie Woods: Primerica - Financial Services is a reputable finance and insurance agency located at 112 North Courtland Street in East Stroudsburg, Pennsylvania, United States. With a focus on providing top-notch financial services to individuals and families, Tressie Woods: Primerica offers a wide range of products and solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, their team of experienced professionals is dedicated to helping you secure your financial future. Visit Tressie Woods: Primerica - Financial Services today to learn more about how they can assist you in reaching your financial objectives.

Widget Financial is a financial institution located at 5 Grant Street in North East, Pennsylvania, United States. Specializing in ATM services and finance, Widget Financial is dedicated to serving the needs of small businesses in the area. Small businesses are a vital part of the economy, providing jobs for millions of Americans. Asset allocation is key to managing investment risk, and Widget Financial can help small business owners navigate this complex process. Whether you are changing jobs or planning for retirement, Widget Financial offers expert advice and personalized solutions to meet your financial goals. Join our team and find a rewarding career serving our wonderful members at Widget Financial.

Welcome to North East Welch Federal Credit Union (NEWFCU), your trusted local financial institution dedicated to providing personalized financial services to the North East, PA community. At NEWFCU, we pride ourselves on our commitment to member security and satisfaction.

At 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.

At 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:

George D Reid Insurance is a reputable insurance agency located at 17 East North Street in New Castle, Pennsylvania. With a focus on providing personalized and comprehensive insurance solutions, they cater to individuals and businesses alike. Their team of experienced agents is dedicated to helping clients find the right coverage for their needs, whether it be auto, home, life, or commercial insurance. Trust George D Reid Insurance to protect what matters most to you.

Neighborhood Legal Services, located at 125 East North Street in New Castle, Pennsylvania, is a civil legal aid institution that works to promote fairness in the justice system for individuals regardless of their financial status. Serving Allegheny, Beaver, Butler, and Lawrence Counties, NLS provides high-quality legal services and community education to those who are low-income and vulnerable. Since its founding in 1966, NLS has assisted over 1.2 million individuals in need of legal assistance. While the institution strives to provide full representation to all applicants, funding limitations and eligibility criteria apply. NLS relies on financial support from the community to bridge the justice gap and help those in crisis. Volunteers, including attorneys, law students, and paralegals, are welcome to assist in providing equal access to justice. NLS offers various programs to address issues such as health advocacy for children, support for women in economic distress, assistance for individuals with disabilities, homelessness prevention, victim support, veteran services, and elder care planning. Testimonials from clients highlight the impact of NLS in resolving legal issues and improving lives.

The M K Bemiss Agency is a reputable insurance agency located at 7 West Main Street in North East, Pennsylvania, United States. With a strong commitment to providing personalized service and comprehensive insurance solutions, they have been serving the community for many years. Whether you are in need of auto, home, life, or business insurance, the knowledgeable agents at M K Bemiss Agency are dedicated to helping you find the right coverage to meet your specific needs. Visit their office today to discuss your insurance options and receive top-notch customer service.

Matt Cashdollar - State Farm Insurance Agent is a trusted finance and insurance agency located at 1214 Lincoln Highway in North Versailles, Pennsylvania, United States. Our team of licensed insurance professionals is dedicated to helping both new and existing customers with their insurance needs. Whether you are looking to review your auto insurance, business policy, homeowners insurance, or life insurance, we are here to assist you in saving money and finding the right coverage for your unique situation. As a representative of State Farm, the industry leader in insurance and financial services, we offer a wide range of insurance products including car insurance, motorcycle insurance, renters insurance, health insurance, and business insurance. Additionally, we can help with retirement planning, saving for major purchases, and education costs. Our experienced team has over 45 years of combined experience and is committed to protecting what matters most to you.

Welcome to the David Giarratano State Farm Agency located at 529 Seven Bridge Road in East Stroudsburg, Pennsylvania. Our agency is conveniently situated in the DLP North building, just one mile north of Dairy Queen on Route 209. As a licensed insurance agency, we are proud to serve customers in both Pennsylvania and New Jersey. At our agency, we prioritize building trust-based relationships with all of our customers by providing personalized service tailored to each individual's needs. Our licensed team is dedicated to assisting with all of your insurance and banking needs.

The Angle Office: Insurance & Home Services is a reputable insurance agency located at 2600 East Cumberland Street in Philadelphia, Pennsylvania. We are proud to represent top insurance carriers and are licensed in multiple states including Pennsylvania, Delaware, Florida, Maryland, New Jersey, North Carolina, South Carolina, Texas, Virginia, and West Virginia. Our experienced team is dedicated to providing personalized insurance solutions for your home and other valuable assets. Contact us today to learn more about our services and how we can help protect what matters most to you.

Farmers Insurance - Thomas Mathews is an insurance agency located at 10107B Verree Road in Philadelphia, Pennsylvania. With 20 years of residency in Pennsylvania, Thomas Mathews is proud to serve the local community as a Farmers® agent. The agency focuses on providing outstanding customer service and ensuring that each client is well-informed about their coverage options. Located near the George Washington School in North East Philadelphia, Thomas Mathews' agency offers personalized and straightforward assistance in selecting the most comprehensive and cost-effective insurance solutions. With 7 years of experience in the insurance industry, Thomas Mathews has the knowledge and expertise to help clients understand and choose the best coverage options for auto, home, life, commercial, and more. Contact Thomas Mathews today for any insurance-related questions or to get a quote. The agency offers a range of insurance products including car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, and recreational insurance. Additionally, Thomas Mathews can help clients with financial planning and offer personal umbrella insurance for added protection. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, Mid-Century Insurance Company, and other affiliated insurers provide coverage underwritten by the agency. For more information or to schedule an appointment, contact Thomas Mathews at Farmers Insurance - Thomas Mathews.

Filo Mortgage, LLC is a trusted finance institution located at 555 East North Lane in Conshohocken, Pennsylvania, United States. Specializing in mortgage services, Filo Mortgage, LLC offers a wide range of financial solutions to help individuals achieve their homeownership dreams. With a team of experienced professionals, Filo Mortgage, LLC provides personalized assistance and expert guidance throughout the mortgage process. Whether you are a first-time homebuyer or looking to refinance, Filo Mortgage, LLC is committed to providing exceptional service and support to meet your financial needs.

First National Bank, located at 490 East North Avenue in Pittsburgh, Pennsylvania, is a full-service financial institution offering a wide range of products and services. Whether you are looking for checking and savings accounts, loans, investments, or business solutions, FNB has you covered. With convenient online services and expert in-person guidance, managing your finances has never been easier. From eStyle accounts to Premierstyle Checking, there are options for every financial need. Additionally, FNB offers Home Equity Lines of Credit, Asset Secured Term loans, and business checking accounts to help you achieve your financial goals. The First National Insurance Agency also provides tailored employee benefits packages. Trust First National Bank to help you make your dreams a reality and achieve financial success.

Gorzynski Uglow & Farrell is a reputable accounting and finance institution located at 33 East Main Street in North East, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and auditing. Clients can trust in their expertise and personalized approach to meet their financial needs and goals.

Antonchak & Balkcom is a reputable finance institution located at 3 East North Street in Bethlehem, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, Antonchak & Balkcom is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy, reliable, and committed to excellence, Antonchak & Balkcom is a trusted partner in helping you secure a stable financial future.

AAA Income Tax Service is a reputable accounting and finance institution located at 632 North Courtland Street in East Stroudsburg, Pennsylvania, United States. With years of experience in the industry, our team of experts is dedicated to providing top-notch tax services to individuals and businesses alike. From tax preparation to financial planning, we strive to ensure our clients receive the best possible outcomes. Trust AAA Income Tax Service to handle all of your accounting and finance needs with professionalism and expertise.

Natalie Braddock - State Farm Insurance Agent is a trusted insurance agency located at 1338 East 38th Street in Erie, Pennsylvania, United States. Situated on the north side of E 38th St between Tuttle & Davison, near the Family Video store, our team is dedicated to helping you with all your insurance needs. Whether you need help getting organized with a business plan, tips on driving safely with your pet, or advice on rural road driving, we are here to assist you. We prioritize your safety and privacy, so please refrain from sharing sensitive personal information.

Protect All Insurance PA is a trusted insurance agency located at 125 E North St, New Castle, PA 16101, United States. Specializing in providing comprehensive insurance solutions, Protect All Insurance PA is dedicated to safeguarding the financial well-being of individuals, families, and businesses within the local community and beyond. With a team of experienced and knowledgeable insurance professionals, the agency offers a wide range of insurance products, including auto, home, life, health, and business insurance, tailored to meet the unique needs of each client. Committed to exceptional customer service, Protect All Insurance PA ensures that clients receive personalized attention and expert advice to make informed decisions about their insurance coverage. Whether you are looking to protect your personal assets or secure your business operations, Protect All Insurance PA is your reliable partner in achieving peace of mind and financial security.

Jeremy T. Toman, Esq., located at 120 W 10th St, Erie, PA 16501, is a distinguished lawyer affiliated with Knox McLaughlin Gornall & Sennett, P.C. This esteemed full-service law firm has been delivering practical legal solutions to a diverse clientele, including businesses, families, public entities, and nonprofit organizations, for over 65 years. With a commitment to excellence and a deep understanding of the law, Jeremy T. Toman, Esq. offers expert legal counsel and representation tailored to meet the unique needs of each client. In addition to traditional legal services, the firm also provides specialized services in content management, website design, e-commerce, and web development. This unique blend of legal expertise and technological proficiency ensures comprehensive support for modern businesses navigating the digital landscape. Whether you need assistance with corporate law, family law, public sector legal issues, or nonprofit organization guidance, Jeremy T. Toman, Esq. and the team at Knox McLaughlin Gornall & Sennett, P.C. are dedicated to providing exceptional service and achieving favorable outcomes for their clients in Erie, Pennsylvania.

Julia M. Herzing, Esq. - Knox McLaughlin Gornall & Sennett, P.C. Located at 120 W 10th St, Erie, PA 16501, Julia M. Herzing, Esq. is a distinguished attorney operating under the reputable firm Knox McLaughlin Gornall & Sennett, P.C. With over 65 years of providing practical legal solutions, the firm has established itself as a cornerstone in the Erie community, serving businesses, families, public entities, and nonprofit organizations.

Jennifer E. Gornall, Esq. - Knox McLaughlin Gornall & Sennett, P.C. Located at 120 W 10th St, Erie, PA 16501, Jennifer E. Gornall, Esq. is a distinguished lawyer affiliated with Knox McLaughlin Gornall & Sennett, P.C., a full-service law firm renowned for providing practical solutions to businesses, families, public entities, and nonprofit organizations for over 65 years. As part of this esteemed firm, Jennifer E. Gornall offers a comprehensive range of legal services tailored to meet the diverse needs of her clients.

Jerome C. Wegley, Esq. is a distinguished professional operating out of Erie, Pennsylvania, providing a comprehensive suite of services in accounting, finance, and legal consultation. Located at 120 W 10th St, Erie, PA 16501, Jerome C. Wegley, Esq. is an integral part of the esteemed Knox McLaughlin Gornall & Sennett, P.C., a full-service law firm with a legacy of over 65 years. The firm is renowned for delivering practical solutions to a diverse clientele, including businesses, families, public entities, and nonprofit organizations. In addition to his legal practice, Jerome C. Wegley, Esq. offers specialized services in content management, website design, e-commerce, and web development, catering to the modern needs of businesses in Erie and beyond. His multifaceted expertise ensures that clients receive tailored, innovative solutions to navigate their financial, legal, and digital challenges effectively.