Personalized retirement plans in York, PA
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Merrill Lynch Financial Advisor David E Haight
● OpenMerrill Lynch Financial Advisor David E Haight is a trusted institution located at 600 Hamilton Street in Allentown, Pennsylvania, United States. With over two decades of experience in the nonprofit industry, David joined Merrill Lynch Wealth Management in 2009. He holds a master's degree from New York University in Nonprofit and Public Administration and offers personalized financial strategies to help clients pursue their financial goals. Specializing in advising nonprofit organizations with endowments and planned giving, David is dedicated to understanding each client's unique financial situation and needs. At Merrill Lynch Wealth Management, David focuses on building personalized financial plans tailored to each client's goals and priorities. Through Merrill Personal Wealth Analysis™, clients can create a plan centered on their aspirations and objectives. David believes in open communication and engaging clients in the financial decision-making process, ensuring transparency and understanding of potential risks and opportunities.
600 Hamilton St, Allentown, PA 18101, United States -
Edward Jones - Financial Advisor
● OpenEdward Jones - Financial Advisor is a renowned finance institution located at 5860 Lower York Road in Lahaska, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert advice. Whether you are planning for retirement, saving for college, or building wealth for the future, we are here to provide you with the guidance and support you need to make informed decisions. Trust Edward Jones - Financial Advisor to help you secure your financial future.
5860 Lower York Rd Ste 3 F, Lahaska, PA 18931, United States -
Alvin Clay Financial Advisors LLC
● OpenAlvin Clay Financial Advisors LLC is a finance institution located at 309 York Road in Jenkintown, Pennsylvania. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, we are here to help you every step of the way. Contact us today to schedule a consultation and see how we can help you secure your financial future.
309 York Rd #215, Jenkintown, PA 19046, United States -
Modern Wealth Concepts LLC
● OpenModern Wealth Concepts LLC is a finance institution located at 261 Old York Road in Jenkintown, Pennsylvania, United States. Our team of financial experts is dedicated to helping clients achieve their wealth management goals through personalized strategies and tailored investment solutions. With a focus on modern financial concepts and innovative approaches, we strive to provide our clients with the tools and knowledge needed to build and protect their wealth for the future. Whether you are looking to grow your assets, plan for retirement, or navigate complex financial decisions, Modern Wealth Concepts LLC is here to help you every step of the way.
261 Old York Rd # 735, Jenkintown, PA 19046, United States -
Keristen Bazile: Primerica - Financial Services
● OpenKeristen Bazile: Primerica - Financial Services is a finance and insurance agency located at 261 Old York Road in Jenkintown, Pennsylvania, United States. With a focus on providing comprehensive financial services, including investment strategies, retirement planning, and insurance solutions, the institution is dedicated to helping individuals and families achieve their financial goals. With a team of experienced professionals, Keristen Bazile: Primerica offers personalized guidance and tailored solutions to meet the unique needs of each client. Whether you are looking to secure your financial future or protect your assets, this institution is committed to providing expert advice and top-notch service.
261 Old York Rd #505, Jenkintown, PA 19046, United States -
Prudent Wealth Management Inc.
● OpenPrudent Wealth Management Inc. is a leading finance institution located at 301 York Road in Warminster, Pennsylvania, United States. Our dedicated team of financial experts offers personalized wealth management services to help clients achieve their financial goals and secure their future. With a focus on prudent decision-making and strategic planning, we provide comprehensive financial solutions tailored to each client's unique needs. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Prudent Wealth Management Inc. is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
301 York Rd #200, Warminster, PA 18974, United States -
Rockwood Wealth Management
● OpenRockwood Wealth Management is a reputable finance institution located at 6464 Lower York Road in the charming town of New Hope, Pennsylvania, United States. With a team of experienced financial advisors, Rockwood Wealth Management offers personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Rockwood Wealth Management is dedicated to providing expert guidance and tailored solutions. Trustworthy, reliable, and committed to excellence, Rockwood Wealth Management is the go-to institution for all your financial needs.
6464 Lower York Rd B, New Hope, PA 18938, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a finance and insurance agency located at 2500 York Road in Jamison, Pennsylvania, United States. With a strong reputation for providing financial planning and insurance services, Northwestern Mutual helps individuals and businesses achieve their financial goals and protect their assets. The institution offers a range of services including investment planning, retirement planning, life insurance, and disability income insurance. With a commitment to personalized service and financial security, Northwestern Mutual is a trusted partner for individuals and businesses looking to secure their financial future.
2500 York Rd #200, Jamison, PA 18929, United States -
Eric Knoblauch - Financial Advisor
● OpenEric Knoblauch - Financial Advisor is a reputable finance institution located at 2500 York Road in Jamison, Pennsylvania, United States. With years of experience and expertise in the financial industry, Eric Knoblauch offers expert financial advice and personalized strategies to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or seeking guidance on wealth management, Eric Knoblauch is dedicated to providing top-notch financial services tailored to your individual needs. Trust Eric Knoblauch - Financial Advisor to help you secure your financial future.
2500 York Rd. #200, Jamison, PA 18929, United States -
Gibraltar Wealth Management
● OpenGibraltar Wealth Management is a renowned financial institution located at 1117 Old York Road in Abington, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Gibraltar Wealth Management provides personalized solutions tailored to each client's unique needs. Trustworthy and reliable, they are dedicated to helping individuals and families secure their financial future.
1117 Old York Rd, Abington, PA 19001, United States -
Distinctive Financial Services
● OpenDistinctive Financial Services is a leading finance institution located at 2370 York Road in Jamison, Pennsylvania, United States. With a team of experienced financial experts, we offer a wide range of services including investment management, retirement planning, estate planning, and more. Our personalized approach ensures that each client receives tailored financial solutions to meet their individual needs and goals. Whether you are looking to grow your wealth, plan for the future, or protect your assets, Distinctive Financial Services is here to help you achieve financial success.
2370 York Rd. STE F3, Jamison, PA 18929, United States -
Cataldo Financial & Consulting Group
● OpenCataldo Financial & Consulting Group is a leading institution specializing in accounting and finance services. Located at 2370 York Road in Jamison, Pennsylvania, United States, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a commitment to excellence and personalized service, Cataldo Financial & Consulting Group is your trusted partner for all your financial needs. Contact us today to learn more about how we can help you achieve your financial goals.
2370 York Rd. Suite C-2, Jamison, PA 18929, United States -
Barilotti Wealth Strategies, LLC.
● OpenBarilotti Wealth Strategies, LLC is a financial institution located at 1819 John F Kennedy Boulevard, Philadelphia, Pennsylvania, United States. Specializing in financial planning and investment options, our goal is to help clients feel comfortable and confident in managing their wealth through retirement and beyond. With a focus on loyalty, integrity, and trust, we provide personalized advice and recommendations to ensure the best interests of our clients. Our team of experienced professionals, including Christy Barilotti, Dina Hartnett, and Tyler Ciemniecki, are dedicated to helping individuals achieve their financial goals and objectives. As licensed agents with New York Life Insurance Company, we offer a range of insurance and investment products to meet our clients' needs. Whether you are planning for the future or facing financial challenges, Barilotti Wealth Strategies is here to support you every step of the way.
1819 John F Kennedy Blvd Reception, Philadelphia, PA 19103, United States -
Douglas Glenn, Owner - North Hills Financial
● OpenNorth Hills Financial, owned by Douglas Glenn, is a finance and insurance agency located at 12300 Perry Highway in Wexford, Pennsylvania. As you enter retirement, it's not the end but a new beginning filled with possibilities. Douglas Glenn offers a range of services to help you prepare for the future, including calculators and informative videos on his website. Budgeting, dealing with surprises, and managing finances after marriage or divorce are all important topics that Douglas Glenn can help you navigate. Licensed to sell insurance through New York Life Insurance Company, Douglas Glenn also offers securities products and services through NYLIFE Securities LLC. Remember, North Hills Financial is here to guide you, but always consult with a tax, legal, or accounting professional before making any decisions.
12300 Perry Hwy Suite 305, Wexford, PA 15090, United States -
Merrill Lynch Financial Advisor Christian Kelly
● OpenMerrill Lynch Financial Advisor Christian Kelly is located at 180 Fort Couch Road in Upper Saint Clair, Pennsylvania, United States. Christian Kelly is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management, with various registrations and designations in the finance industry. He was honored by Forbes as one of America’s Top Next Generation Wealth Advisors in 2023. Christian focuses on helping clients grow and preserve their wealth through customized strategies in investment selection, portfolio design, and risk management. With access to tools from Merrill and Bank of America, he assists clients with all aspects of their financial lives. Christian brings valuable technical experience from his time in Merrill’s investment banking division in New York City. He graduated Magna Cum Laude from Claremont McKenna College with a degree in Economics. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™ and aims to help clients achieve their goals and priorities over time. The institution's approach is built around understanding each client's personality and life priorities to create a customized financial plan. The institution values building a one-on-one relationship with each client and providing guidance on financial decisions and market changes. Christian Kelly and his team are dedicated to helping clients reach their financial goals and navigate the complexities of the financial world.
180 Fort Couch Rd 5th Floor, Upper St Clair, PA 15241, United States -
Carla Jagodzinski, Financial Services Professional - Jagodzinski Financial Boutique
● OpenCarla Jagodzinski, Financial Services Professional, operates the Jagodzinski Financial Boutique located at 670 Main Street, Sugar Notch, Pennsylvania, United States. Specializing in finance and insurance services, Carla and her team at Jagodzinski Financial Boutique are dedicated to serving professional advisors and highly successful business owners and individuals. With a hands-on approach to financial planning, the boutique firm collaborates closely with clients' other trusted professionals to ensure financial strategies are aligned with their goals. Carla and her team understand the importance of building a relationship with clients, offering trustworthy guidance and support through both good and challenging times.
670 Main St, Sugar Notch, PA 18706, United States -
Frank Policare - Financial Advisor, Ameriprise Financial Services, LLC
● OpenFrank Policare is a financial advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road in New Hope, Pennsylvania, United States. Frank Policare holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Frank Policare's expertise in asset management, retirement planning, estate planning, insurance products, investment strategies, and financial planning for various client needs. Frank Policare is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a commitment to ethics and ongoing education, Frank Policare ensures that clients receive the highest level of service and expertise in their financial planning journey.
6444 Lower York Rd, New Hope, PA 18938, United States -
Gerald Barlow - Financial Advisor, Ameriprise Financial Services, LLC
● OpenGerald Barlow is a Financial Advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Gerald Barlow holds several certifications including 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Gerald Barlow specializes in providing expert financial advice and planning services for individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and professional expertise, Gerald Barlow is dedicated to helping clients achieve their financial goals and secure their financial future.
6444 Lower York Rd US 202, New Hope, PA 18938, United States -
Alexander Bezugly
● OpenAlexander Bezugly is a reputable finance institution located at 2395 York Road in Jamison, Pennsylvania, United States. With a strong track record of providing top-notch financial services, Alexander Bezugly is committed to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, the experienced professionals at Alexander Bezugly are dedicated to providing personalized solutions tailored to your specific needs. Trust in Alexander Bezugly for expert financial guidance and support.
2395 York Rd, Jamison, PA 18929, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 1190 York Road in Hartsville, Pennsylvania, United States. This institution offers a wide range of financial services including investment management, financial planning, retirement planning, and wealth management. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James Financial Services can provide personalized solutions to meet your needs.
1190 York Rd. B, Hartsville, PA 18974, United States -
Robert Fitt - Raymond James
● OpenRobert Fitt - Raymond James is a reputable finance institution located at 1200 Old York Road in Hartsville, Pennsylvania, United States. With a strong focus on providing personalized financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we offer a wide range of services tailored to meet your specific needs. Trust in Robert Fitt - Raymond James for professional guidance and support in navigating the complexities of the financial world.
1200 Old York Rd Suite 102, Hartsville, PA 18974, United States -
Vertex Financial Advisors LLC
● OpenVertex Financial Advisors LLC is a leading finance institution located at 8033 Old York Road in Elkins Park, Pennsylvania, United States. With a team of experienced financial advisors, Vertex specializes in providing personalized financial planning and investment management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Vertex Financial Advisors LLC is dedicated to helping you navigate the complexities of the financial world and make informed decisions. Trust Vertex to guide you towards a secure financial future.
8033 Old York Rd suite 212-b, Elkins Park, PA 19027, United States -
Denville Loney - TD Wealth Financial Advisor
● OpenDenville Loney - TD Wealth Financial Advisor is a reputable financial institution located at 710 Old York Road in Jenkintown, Pennsylvania. As a trusted advisor in the finance industry, Denville Loney provides expert advice and personalized financial solutions to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, Denville Loney and the team at TD Wealth are dedicated to helping individuals and families secure their financial future. Visit their office today to learn more about their services and how they can assist you with your financial needs.
710 Old York Rd, Jenkintown, PA 19046, United States -
Janney Montgomery Scott LLC
● OpenJanney Montgomery Scott LLC is a well-established finance institution located in New Hope, Pennsylvania. With a history dating back to 1832, Janney Montgomery Scott LLC offers a wide range of financial services including investment management, wealth planning, and financial advisory services. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or make strategic investments, Janney Montgomery Scott LLC is committed to providing personalized solutions tailored to your individual needs. Visit their office at 6236 Lower York Road to learn more about how they can help you navigate the complex world of finance.
6236 Lower York Rd, New Hope, PA 18938, United States -
C&N Wealth Management
● OpenC&N Wealth Management is a finance institution located at 465 North Main Street in Doylestown, Pennsylvania, United States. Our Doylestown office, conveniently situated outside of Philadelphia, offers expert investment management services to help strengthen your business with the right solutions. Our friendly team can assist with trusts, wills, estate planning, retirement planning, and more. Katie Sellers, a Mortgage Loan Originator at C&N in the Doylestown Branch, brings over two decades of mortgage lending experience to her role. With a BS in Business Administration & Finance from Gwynedd Mercy University and previous experience at PNC Bank, Katie is dedicated to helping clients with residential mortgage loans to buy, build, or refinance their homes. She has achieved the prestigious President's Club multiple times for her outstanding sales and client satisfaction.
465 N Main St, Doylestown, PA 18901, United States -
JNJ Financial Group
● OpenJNJ Financial Group is a finance and insurance agency located at 8110 Old York Road in Elkins Park, Pennsylvania, United States. Our team of experienced professionals, including Trust & Tax Professionals, work together to help businesses and individuals achieve their financial goals. We specialize in building Asset Maps to provide a comprehensive view of your financial picture, allowing you to make informed decisions about your future. With a focus on trust and understanding, we are dedicated to helping you build a solid financial succession plan. Let us guide you towards a secure financial future.
8110 Old York Rd B, Elkins Park, PA 19027, United States -
Lisa Policare - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLisa Policare is a Financial Advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road in New Hope, Pennsylvania, United States. Lisa holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, investment strategies, retirement planning, and other financial services. Lisa is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Lisa is committed to helping her clients achieve their financial goals.
6444 Lower York Rd US 202, New Hope, PA 18938, United States -
Pat Trauger - Financial Advisor, Ameriprise Financial Services, LLC
● OpenPat Trauger is a financial advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Pat Trauger holds various certifications including 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Pat Trauger offers comprehensive financial planning services for individuals and businesses, focusing on asset management, retirement planning, estate planning, insurance products, investment strategies, and more. With a commitment to ethical practices and ongoing education, Pat Trauger is dedicated to helping clients achieve their financial goals.
6444 Lower York Rd US 202, New Hope, PA 18938, United States -
Edward Jones - Financial Advisor: Salvatore Mannino
● OpenEdward Jones - Financial Advisor: Salvatore Mannino is a trusted financial institution located at 5860 Lower York Road in Lahaska, Pennsylvania. As a dedicated finance advisor, Salvatore Mannino is committed to providing personalized financial guidance to help clients achieve their long-term goals. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones is here to offer professional advice and support. With a focus on building strong relationships and delivering exceptional service, Edward Jones - Financial Advisor: Salvatore Mannino is the go-to destination for all your financial needs in Lahaska.
5860 Lower York Rd Suite 3F, Lahaska, PA 18931, United States -
Mackenzie Roedel - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMackenzie Roedel is a Financial Advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Mackenzie holds multiple certifications including 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®, CFP®, 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 cover a wide range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Mackenzie is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With expertise in various areas of financial planning, Mackenzie is committed to helping clients achieve their financial goals and secure their financial future.
6444 Lower York Rd US 202, New Hope, PA 18938, United States
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