TOP 30 Best Philanthropy in Pennsylvania

Brian Jamison is a Financial Advisor at Ameriprise Financial Services, LLC, located on West Oakland Avenue in Doylestown, Pennsylvania, United States. Brian holds several prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Chartered Advisor in Philanthropy® (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's expertise in various financial areas, such as asset management, retirement planning, estate planning, investment management, and more. With a focus on providing biblically wise financial advice and equipping clients for long-term financial success, Brian is dedicated to helping individuals and families achieve their financial goals. Contact Brian Jamison at Ameriprise Financial Services for personalized financial advice and expert guidance.

Patrick T Wayman is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 5 East Germantown Pike in Plymouth Meeting, 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, retirement planning, estate planning, investment strategies, risk management, and financial planning for various individuals and businesses. Patrick is dedicated to providing comprehensive and ethical financial advice to his clients, helping them achieve their financial goals and secure their future.

Daniel Samarin is a Financial Advisor at Ameriprise Financial Services, LLC located at 1000 Germantown Pike in Plymouth Meeting, 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, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, estate planning, exit planning, securities analysis, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care planning, and life insurance. Daniel Samarin is committed to providing comprehensive and personalized financial advice to his clients, with a focus on meeting their individual needs and goals.

Kimberly St Pierre - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1000 Germantown Pike, Plymouth Meeting, Pennsylvania, United States. Kimberly St Pierre holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in wealth management, estate planning, investment fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, and exit planning. With a focus on providing comprehensive and personalized financial planning services, Kimberly St Pierre is dedicated to helping clients achieve their financial goals and aspirations.

Gladstone Wealth Partners is a leading finance institution located at 721 Arbor Way in Blue Bell, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Gladstone Wealth Partners is here to provide expert guidance and support. Contact us today to schedule a consultation and see how we can help you secure your financial future.

Fran Brolley - Raymond James is a finance institution located at 3813 West Chester Pike in Newtown Square, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. Whether you are planning for retirement, saving for college, or growing your investment portfolio, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

Suzanne Kitchen is a Financial Advisor at Ameriprise Financial Services, LLC, located at 790 Penllyn Blue Bell Pike in Blue Bell, Pennsylvania, United States. Suzanne holds several certifications including AAMS™ (Accredited Asset Management Specialist), ADPA™ (Accredited Domestic Partnership Advisor), AEP® (Accredited Estate Planner), AIF® (Accredited Investment Fiduciary), APMA™ (Accredited Portfolio Management Advisor), AWMA℠ (Accredited Wealth Management Advisor), and more. These certifications demonstrate Suzanne's expertise in areas such as asset management, retirement planning, estate planning, and investment strategies. She is also trained in Behavioral Financial Advisory and holds the Chartered Advisor in Philanthropy® (CAP®) designation. Suzanne is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, Suzanne Kitchen is committed to helping clients achieve their financial goals and secure their financial future.

James Notarianni is a Financial Advisor at Ameriprise Financial Services, LLC located at 1418 South 13th Street, Philadelphia, Pennsylvania, United States. He 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®, 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®. With expertise in asset management, investment strategies, retirement planning, estate planning, and more, James Notarianni is dedicated to providing comprehensive and personalized financial advice to his clients.

Invictus Wealth Management is a finance institution located at 2003 South Easton Road, Doylestown, Pennsylvania, United States. With nearly 100 combined years of experience, our multi-generational team of financial professionals is dedicated to effectively managing wealth for our clients. We prioritize building long-lasting relationships based on community and friendship, creating personalized plans to help clients achieve their future goals. Our services include investment, tax, retirement, trust, insurance, estate, charitable, and beneficiary planning. Our team consists of experienced professionals such as Beth Zucker, John Ortolf, Kathleen Lansing, Richard L. Kidron, Amar Mehta, and Stephen R. Kidron. We offer investment products and services through Wells Fargo Advisors Financial Network, LLC, and insurance products through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that our services may not be available in all states, and we advise residents outside of the U.S. to consult with us before making any investment decisions. Connect with us on social media for more information, and remember to review our terms and conditions before visiting our website.

Shrinivas Penugonda is a financial advisor at Ameriprise Financial Services, LLC located at 790 Penllyn Blue Bell Pike, Blue Bell, 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®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Shrinivas Penugonda is dedicated to providing comprehensive financial advice to his clients.

Merrill Lynch Financial Advisor Daniel P. McKiernan is a finance institution located at 2 Bala Plaza, Bala Cynwyd, Pennsylvania, United States. Specializing in working with High-Net-Worth Individuals, Families, and Institutions, as well as Working & Retired Professionals and Senior Executives across the country, the institution focuses on seven key priorities: Health, Home, Family, Leisure, Giving, Work, and Finance. They offer services such as Asset Allocation, Investment Management, Traditional and Alternative Investment Selection, Trust and Estate Planning, and Cash Flow Management. With a team of experienced professionals, Merrill Lynch aims to provide personalized wealth management strategies tailored to each client's unique goals and financial situation. Recognized by Forbes as "Best-in-State Wealth Advisors," Merrill Lynch Financial Advisor Daniel P. McKiernan is committed to delivering exemplary client service and helping clients achieve their financial objectives.

Harvey Seese Wealth Advisory is a finance institution located at 100 Front Street in West Conshohocken, Pennsylvania, United States. They are dedicated to meeting the dynamic needs of each client at every stage of wealth accumulation. Their team provides tailored solutions to unique challenges, offering an elevated level of service. Through fireside chats and expert guidance, they empower decision-making and provide seamless financial management for families and individuals. They offer a comprehensive suite of financial solutions, ensuring stability for today and the future. With bespoke investment strategies and access to a wide range of traditional and alternative investments, clients can achieve their financial objectives with confidence. As an extension of your team, they review your full financial picture and connect you to resources for holistic and relevant advice. Their services cater to various trusts and include fiduciary oversight, account management, and comprehensive reviews. With a focus on your passions and legacy, they provide access to exclusive experiences and concierge services through their Rockefeller Lifestyle Advisory partners. At Harvey Seese Wealth Advisory, they treat clients like family and aim to solve their greatest wealth challenges with decades of experience and the vast resources of Rockefeller Capital Management.

Aaron H. Weierbach - RBC Wealth Management Financial Advisor is a trusted financial institution located at 181 Washington Street in Conshohocken, Pennsylvania. As a dedicated financial advisor, Aaron H. Weierbach offers personalized wealth management services to help clients achieve their financial goals. With a focus on building strong relationships and providing expert financial advice, this institution strives to help clients make informed decisions about their investments and financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Aaron H. Weierbach - RBC Wealth Management Financial Advisor is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Bank of America Private Client Advisor Eric J Abel is a Senior Vice President located at 300 Conshohocken State Road in Conshohocken, Pennsylvania. With a focus on serving non-profit organizations, business owners, and corporate executives with complex financial needs, Eric Abel is dedicated to simplifying and enhancing his clients' financial strategies. He works alongside a team of specialists to provide personalized solutions in investment management, philanthropy, banking, and lending opportunities. Eric Abel brings over 17 years of experience in professional fundraising to his role at Bank of America Private Bank, where he helps clients navigate the challenges of managing significant wealth. By taking the time to understand each client's unique story and goals, Eric and his team create tailored strategies to meet their financial objectives both now and in the future. With a commitment to building strong client relationships based on trust and personal experience, Eric Abel and his team strive to provide innovative solutions in an ever-changing financial landscape.

Karr Barth Associates, located at 1 Belmont Avenue, Bala Cynwyd, Pennsylvania, United States, is a leading finance institution with over 50 years of experience. As an office of Equitable Advisors, Karr Barth offers a wide range of services including wealth management, insurance, estate and wealth transfer, and executive/corporate benefits. The institution aims to provide outstanding service to its clients by focusing on their overall financial picture and developing responsive and responsible planning strategies. Karr Barth Associates is committed to making a difference in the lives of its clients every day. With assets under management exceeding $11B and $29B of life insurance in force, the institution is dedicated to serving the financial needs of over 120,000 households and businesses in the tri-state area. In addition to financial services, Karr Barth Associates is actively involved in supporting charitable and philanthropic organizations both locally and nationally.

Michael Hartnett is the Branch Manager at Ameriprise Financial Services, LLC located at 161 Washington Street in Conshohocken, Pennsylvania, United States. As a finance institution, they offer a range of services and certifications to assist individuals with their asset management needs. Michael Hartnett holds certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in areas such as estate planning, investment strategies, retirement planning, and insurance products. The institution also provides training in areas such as behavioral finance, philanthropy, and exit planning. With a team of professionals dedicated to providing comprehensive financial planning services, Ameriprise Financial Services, LLC is committed to helping clients achieve their financial goals.

Financial Advice Andy Vitek is a trusted finance institution located at 8101 Washington Lane in Wyncote, Pennsylvania, United States. With years of experience in the financial industry, Andy Vitek and his team provide expert advice and personalized financial solutions to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or seeking guidance on managing your finances, Financial Advice Andy Vitek is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Merrill Lynch Financial Advisor Gregory Micheals is located at 600 Hyde Park in Doylestown, Pennsylvania, United States. This institution specializes in finance and offers personalized wealth management strategies tailored to your individual goals and priorities. With access to the resources of Merrill and Bank of America, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. By understanding your financial situation and what matters most to you, they can design a customized investment approach to help you pursue your goals and manage investment risk. Whether you are planning for retirement, saving for a home, or funding a child's education, the team at Merrill Lynch is committed to helping you achieve financial success. With a focus on continual communication and adjustments to your financial approach as your life and goals change, they aim to keep you on track to reach what's most important to you. Partner with Merrill Lynch Financial Advisor Gregory Micheals to create a financial plan that reflects your unique needs and priorities, and receive the latest investment insights and strategies to help you live your best financial life.

Ted Swan - TD Wealth Relationship Manager is a finance institution located at 1060 Second Street Pike in Richboro, Pennsylvania, United States. As a relationship manager, Ted Swan provides personalized financial advice and solutions to help clients achieve their financial goals. With expertise in wealth management, investment strategies, and financial planning, Ted Swan is dedicated to building strong relationships with clients and guiding them towards financial success. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Ted Swan is committed to providing the highest level of service and expertise. Contact Ted Swan - TD Wealth Relationship Manager today to schedule a consultation and start planning for your financial future.

John Shimp - Private Wealth Advisor, Ameriprise Financial Services, LLC, is a finance institution located at 1717 Langhorne Newtown Road, Langhorne, Pennsylvania, United States. The institution offers a range of certifications and designations for their advisors, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 cover a wide range of financial planning topics, from asset management to retirement planning, estate planning, and more. Advisors at John Shimp - Private Wealth Advisor are trained to provide expert financial advice and support to individuals, families, small business owners, retirees, and high net worth clients.

Edward Jones - Financial Advisor Lori A Hoppmann, CFP®, CPWA®, AAMS™, ADPA™ is a reputable financial institution located at 1099 General Knox Road in Washington Crossing, Pennsylvania. With a team of highly qualified professionals, including Lori A Hoppmann who holds multiple prestigious certifications, Edward Jones offers expert financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, managing investments, or saving for the future, Edward Jones is dedicated to providing personalized and comprehensive financial solutions tailored to meet your individual needs. Visit us today to start planning for a secure financial future.

Merrill Lynch Financial Advisor Jeffrey J Martinides, located at 1040 Stony Hill Road in Yardley, Pennsylvania, United States, offers personalized financial strategies to help clients pursue their goals. The Martinides Group at Merrill focuses on delivering customized solutions to address financial concerns and provide insights on overlooked issues. The team specializes in supporting corporate executives, individuals transitioning into retirement, businesses, and business owners. By utilizing a thoughtful planning approach, managing investments, and providing ongoing service, the team aims to add significant value to clients. The advisors at Merrill Lynch work closely with clients to understand their priorities, goals, risk tolerance, and time horizons in order to develop a tailored financial strategy. The team is dedicated to helping clients make informed investment decisions and trade-offs to achieve their meaningful goals. With access to the resources of Merrill and Bank of America, clients receive transparent guidance on potential risks and opportunities. The advisors at Merrill Lynch have received recognition for their exemplary client service, setting the standard in the industry. The team is committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, clients can create a personalized plan centered on their goals and aspirations. The team regularly reviews and adjusts the financial approach to reflect changes in clients' lives and the financial markets. By getting to know clients personally and understanding what matters most to them, the advisors at Merrill Lynch can offer a customized approach that aligns with their life priorities. With a focus on personalized investment strategies and comprehensive financial solutions, the team at Merrill Lynch is dedicated to helping clients achieve their goals.

Merrill Lynch Financial Advisor Mark Lezanic, located at 724 West Lancaster Avenue, Wayne, Pennsylvania, United States, offers a best-in-class experience for clients seeking personalized financial services. With a background in collegiate basketball coaching and over 20 years of experience in finance, Mark Lezanic takes pride in delivering white-glove service to professionals, business owners, families, and individuals. As a Qualified Portfolio Manager at Merrill, Mark can help clients manage their portfolios with discretion and personalized strategies tailored to their unique goals. With a Bachelor's degree in Business Administration and an MBA from Bucknell University, Mark is dedicated to helping clients pursue their financial objectives while managing investment risk effectively. Whether you are planning for retirement, diversifying your portfolio, or making informed decisions on concentrated stock positions, Merrill Lynch Financial Advisor Mark Lezanic is committed to providing you with a personalized financial approach that reflects your priorities and aspirations. Contact Mark Lezanic today to start working towards your financial goals.

Merrill Lynch Financial Advisor Gregory P Hayes is a finance institution located at 1040 Stony Hill Road in Yardley, Pennsylvania, United States. Hayes & Associates, led by Gregory P Hayes, brings together 84 years of combined experience to oversee and coordinate the financial affairs of individuals, families, retirees, business owners, corporate executives, and institutions. With offices in Princeton, NJ and Yardley, PA, they provide personalized attention with the resources of one of the world's largest financial institutions. Specializing in clients with $1 million or more in investable assets, they create personalized financial strategies to help clients achieve their life goals. The team has been recognized by Forbes and Financial Times for their exemplary client service. They offer a range of services including financial analysis, investment strategies, and ongoing support to help clients navigate changing life and market circumstances. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Gregory P Hayes is dedicated to helping clients achieve their financial goals.

Victor Kurtz - Morgan Stanley is a prestigious finance institution located at 777 Township Line Road in Yardley, Pennsylvania, United States. As a branch of the renowned Morgan Stanley financial services firm, Victor Kurtz offers a wide range of financial services and expertise to individuals, businesses, and institutions. With a focus on personalized wealth management, investment strategies, and financial planning, Victor Kurtz - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial futures. With a team of experienced professionals and a commitment to excellence, Victor Kurtz - Morgan Stanley is a trusted partner for all your financial needs.

BDO is a leading accounting and finance institution located at 75 Valley Stream Parkway, Malvern, Pennsylvania, United States. At BDO, businesses can learn about emerging trends, regulatory updates, and strategies to enable new growth and competitive advantage. The institution offers valuable data to energize business strategies and guidance on navigating risks and opportunities in 2024. With a focus on purpose-driven strategy, BDO aligns employees' passions with the firm's goals for success. The Philadelphia office of BDO provides insight and assessment to clients in the Delaware Valley, offering a comprehensive array of assurance, tax, and business advisory services. The institution's national and global resources are utilized to help businesses in key industries such as manufacturing, distribution, finance, and life sciences. BDO's Life Sciences Practice guides pharmaceutical, biotech, and medical device manufacturers, while the Financial Institutions & Specialty Finance practice offers customized solutions to improve revenue and customer insights.

Lafayette College Delta Tau Delta is a fraternity located at 250 Brownsburg Road East in New Hope, Pennsylvania, United States. The institution is dedicated to promoting brotherhood, leadership, and academic excellence among its members. With a strong tradition of service and philanthropy, the fraternity strives to make a positive impact on the community and foster personal growth and development in its members. Joining Lafayette College Delta Tau Delta offers a unique opportunity to form lifelong friendships, build valuable skills, and make a difference in the world.

Sheridan Place is a reputable institution located in New Castle, Pennsylvania, United States. This institution is known for its commitment to providing high-quality education and services to its students. With a focus on academic excellence and personal growth, Sheridan Place offers a supportive and inclusive environment for individuals looking to further their education and career prospects. The institution's experienced faculty and staff are dedicated to helping students succeed and reach their full potential. Whether you are looking to earn a degree or enhance your skills, Sheridan Place is the perfect place to achieve your academic goals.

PlC is a renowned school located at 4201 Locust Street in Philadelphia, Pennsylvania, United States. With a strong emphasis on academic excellence and holistic development, PlC offers a diverse range of programs and extracurricular activities to cater to the individual needs and interests of its students. The institution prides itself on its dedicated faculty, state-of-the-art facilities, and vibrant community that fosters a supportive and inclusive learning environment. At PlC, students are encouraged to explore their passions, challenge themselves, and strive for success in all aspects of their education.

Dacotas is a renowned educational institution located at 386 Deer Lane in Rochester, Pennsylvania, United States. With a focus on providing high-quality education and fostering a supportive learning environment, Dacotas offers a wide range of academic programs and extracurricular activities for students of all ages. The institution is committed to helping students reach their full potential and achieve their academic goals. With a dedicated faculty and staff, modern facilities, and a strong sense of community, Dacotas is a premier choice for those seeking a top-notch education in the Rochester area.