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TOP 30 Personalized investment portfolios in Scranton, PA
14 results found
Search for local businesses, places and services near you
The Bush Natishan Group - Morgan Stanley
The Bush Natishan Group at Morgan Stanley is a leading financial institution located in the heart of Scranton, Pennsylvania. With a prime location at 111 North Washington Avenue, our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, wealth management, or retirement planning, our experts are here to help you navigate the complex world of finance. Trust in The Bush Natishan Group at Morgan Stanley for all your financial needs.
LUNA Financial Services LLC
LUNA Financial Services LLC is a reputable finance and insurance agency located at 1526 Oram Street in Scranton, Pennsylvania. Our dedicated team of professionals is committed to providing personalized financial solutions tailored to meet the unique needs of our clients. Whether you are looking for insurance coverage or seeking investment advice, LUNA Financial Services LLC is here to help you navigate the complexities of the financial world. Trust us to provide you with reliable and trustworthy services to secure your financial future.
Merrill Lynch Financial Advisor Gregory F. Rosetti
Merrill Lynch Financial Advisor Gregory F. Rosetti is a dedicated finance institution located at 417 Lackawanna Avenue, Scranton, Pennsylvania, United States. Greg Rosetti, a seasoned Financial Advisor, joined Merrill Lynch Wealth Management in 2019 with a focus on understanding, planning, and assisting clients in achieving their financial goals. With a degree in Finance from Saint Joseph's University and years of experience in the financial and insurance industries, Greg is equipped to design customized financial strategies for families and individuals. Alongside his team of talented professionals, Greg is committed to building strong client relationships based on trust and personalized service. By utilizing Merrill Personal Wealth Analysis™ and Investment Personality Assessment tools, Greg ensures that each client's unique goals and priorities are at the forefront of their financial approach. With access to the investment insights of Merrill and banking solutions from Bank of America, Greg works diligently to help clients manage, grow, and preserve their wealth while addressing their financial needs. By regularly reviewing and adjusting financial approaches to reflect changes in clients' lives and goals, Greg ensures that clients stay on track to achieve what matters most to them. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Gregory F. Rosetti is dedicated to helping clients live their best financial lives.
Financial Transitions Advisors
Financial Transitions Advisors is a finance institution located at 1101 Penn Avenue, Scranton, Pennsylvania, United States. We prioritize meeting with clients in person to ensure the appropriate financial plan is in place. For those who prefer online meetings, we utilize technology such as video conference and screen sharing. Our services include Investment Risk Assessment, Portfolio Analysis, Access to Full-Service Brokerage, Policy Review, Annuities, Beneficiary Analysis, Critical Illness Solutions, Long-Term Care Insurance, Life Insurance, Disability Insurance, Cash Flow Analysis, Asset Accumulation, Retirement Income Planning, Tax Planning Strategies, Business Succession Planning, and Employee Benefits.
Sharma Asssociates, Inc.
Sharma Associates, Inc. is a finance institution located at 124 Scarlet Drive, Conshohocken, Pennsylvania, United States. Led by Hans R Sharma, MBA, CFP, the institution specializes in providing high-quality financial life and retirement planning services on a fee basis, always putting clients' best interests first. Sharma is a Certified Financial Planning Professional (CFP), Registered Investment Advisor (RIA), and an Institutional broker with a focus on creating and managing investment portfolios utilizing Exchange Traded Funds (ETFs) based on clients' risk tolerance and time horizon. The institution operates without any conflict of interest, with Charles Schwab serving as the custodian for clients' financial assets. Sharma Associates, Inc. emphasizes the importance of retirement income planning, guaranteeing income for peace of mind during retirement. Hans Sharma's mission is to help clients enjoy their wealth and live a rich and healthy life without worrying about financial matters. With a background in finance and marketing from the University of Scranton, PA, Sharma is dedicated to simplifying complex financial planning concepts for clients to understand easily.
Fidelity Asset Management
Fidelity Asset Management is a leading financial institution located in Scranton, Pennsylvania, United States. As a trusted name in the finance industry, Fidelity Asset Management is dedicated to providing top-notch investment services and solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Fidelity Asset Management is the go-to destination for individuals and businesses looking to grow and protect their assets. Whether you are planning for retirement, saving for your children's education, or looking to build wealth, Fidelity Asset Management has the expertise and resources to help you succeed.
Thomas Lavelle - Prudential Financial
Thomas Lavelle - Prudential Financial is a reputable finance and insurance agency located in Scranton, Pennsylvania, United States. With a strong focus on providing top-notch financial services and insurance products, the institution is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at Thomas Lavelle - Prudential Financial are committed to providing personalized solutions tailored to meet your specific needs. Trustworthy and reliable, this institution is known for its excellent customer service and commitment to helping clients make informed financial decisions. Contact Thomas Lavelle - Prudential Financial today to start planning for a secure financial future.
Merrill Lynch Financial Advisor Ryan J McGee
Merrill Lynch Financial Advisor Ryan J McGee is a renowned finance institution located at 417 Lackawanna Avenue in Scranton, Pennsylvania, United States. With a strong reputation for providing expert financial advice and services, Ryan J McGee and his team are dedicated to helping clients achieve their financial goals. Specializing in wealth management, investment strategies, and retirement planning, Merrill Lynch Financial Advisor Ryan J McGee is committed to providing personalized solutions tailored to each client's unique needs. Trustworthy and experienced, this institution is a trusted partner for individuals and businesses seeking sound financial guidance.
RBC Wealth Management
RBC Wealth Management is a financial institution located at 345 Wyoming Avenue in Scranton, Pennsylvania, United States. As a leading provider of wealth management services, RBC offers personalized investment advice, financial planning, and asset management solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, RBC Wealth Management is dedicated to helping individuals and families build, preserve, and transfer their wealth for future generations.
Merrill Lynch Financial Advisor Stacy L MacGregor
Merrill Lynch Financial Advisor Stacy L MacGregor is a finance institution located at 417 Lackawanna Avenue, Scranton, Pennsylvania, United States. The institution, part of The Hudacek, Leibman & MacGregor Group, serves clients at every stage of their lives, including successful individuals residing in Eastern Pennsylvania and ten other states. The clients range from business owners, attorneys, physicians, to "millionaires next door" who have diligently saved and sacrificed. The multi-generational team of professionals builds enduring relationships with clients and their families, providing simplified financial advice and recommendations through frequent discussions. The institution's primary focus is on helping clients achieve their retirement goals and concerns, offering rigorous planning-based approaches and tailored strategies for each individual. The team at Merrill Lynch places a strong emphasis on managing risk, ensuring that clients' portfolios reflect no more risk than necessary to achieve their goals. Through a combination of tax-aware investment management, asset allocation, and alternative investments, the institution aims to grow and preserve clients' wealth while minimizing tax exposure. Additionally, the team at Merrill Lynch believes that financial success can be achieved by making investment-related decisions that align with personally meaningful goals. By listening to clients' goals and concerns, the team helps clients explore and prioritize their most cherished financial objectives, providing a disciplined, planning-based approach to financial planning. With a focus on optimizing both sides of clients' balance sheets – assets and liabilities – Merrill Lynch Financial Advisor Stacy L MacGregor strives to help clients achieve financial and emotional wellness.
Merrill Lynch Financial Advisor Jude J Leibman
Merrill Lynch Financial Advisor Jude J Leibman, located at 417 Lackawanna Avenue in Scranton, Pennsylvania, is part of The Hudacek, Leibman & MacGregor Group. They cater to successful individuals in Eastern Pennsylvania and other states, including business owners, attorneys, physicians, and accountants. The team, comprised of professionals from different generations, focuses on building lasting relationships with clients and their families. They simplify financial matters and offer personalized recommendations through regular discussions and education. The group's primary focus is on helping clients achieve their retirement goals and financial objectives. They offer planning-based strategies to assist clients in areas such as college savings, liquidity events, and real estate investments. For business owners with 401k plans, they provide guidance on deferring income and minimizing tax consequences while ensuring employee benefits.
Sharon Roedel - Prudential Financial
Sharon Roedel - Prudential Financial is a reputable finance and insurance agency located in Scranton, Pennsylvania, United States. With a strong focus on providing top-notch financial services and insurance solutions, this institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. With a team of experienced professionals, Sharon Roedel - Prudential Financial offers personalized and comprehensive financial planning and insurance options to meet the unique needs of each client. Trustworthy, reliable, and committed to excellence, this institution is a trusted partner in securing a stable financial future.
Conrad Walsh - Prudential Financial
Conrad Walsh - Prudential Financial is a reputable finance and insurance agency located in Scranton, Pennsylvania, United States. With a strong focus on providing top-notch financial services and insurance solutions, this institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. With a team of experienced professionals, Conrad Walsh - Prudential Financial offers personalized assistance and expert guidance to clients in navigating the complex world of finance and insurance. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, this institution is committed to providing you with the support and resources you need to secure your financial future.
Marcel Favetta
Marcel Favetta is a well-respected doctor's office located at 531 Mount Pleasant Drive in Scranton, Pennsylvania. Specializing in providing top-quality healthcare services, Marcel Favetta offers a wide range of medical treatments and procedures to patients in the surrounding community. With a dedicated team of healthcare professionals, this institution is committed to ensuring the health and well-being of all its patients. Whether you are in need of a routine check-up or more specialized medical care, Marcel Favetta is here to provide you with personalized and compassionate healthcare services.
List of local businesses, places and services in Pennsylvania
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