Philanthropy legal guidance in Pennsylvania

Linton Distasio Edwards is a reputable law firm located on Blandon Road in Blandon, Pennsylvania, United States. With a team of experienced lawyers, they offer a wide range of legal services to clients in need of expert advice and representation. Whether you are facing a personal injury case, need assistance with estate planning, or require legal counsel for a business matter, the professionals at Linton Distasio Edwards are dedicated to providing top-notch legal support. Trustworthy, knowledgeable, and committed to achieving the best possible outcome for their clients, Linton Distasio Edwards is a go-to institution for all your legal needs.

Heath Kaydo - Thrivent is a finance institution located at 1736 Ferguson Road, McCandless, Pennsylvania, United States. Our team of experts works diligently to understand the unique needs of each client, providing smart solutions and precise advice with a high level of service and integrity. We cater to experienced and inexperienced investors, families, small businesses, retirees, and individuals looking to plan for their future. Our Director of Dedicated Planning and Investment Operations can help align your financial plan with your goals, whether it's retirement planning, life insurance, disability income insurance, or other financial needs.

At Ronald Esposito - Associate Financial Advisor, Ameriprise Financial Services, LLC, we are dedicated to providing personalized financial guidance to help you achieve your financial goals. Located conveniently in New Castle, Pennsylvania, our office is committed to delivering expert advice tailored to your unique financial situation.

Derek Thomas is an Associate Financial Advisor with Ameriprise Financial Services, LLC, located at 1150 Washington Road in Washington, Pennsylvania. Derek brings a wealth of knowledge and expertise to his clients, backed by an impressive array of certifications and designations in the financial planning industry. His credentials reflect a commitment to ethics, comprehensive financial planning, and a deep understanding of the financial needs of diverse clients, including individuals, retirees, small business owners, and domestic partners.

Sherald Hill is a distinguished financial advisor affiliated with Ameriprise Financial Services, LLC, located at 1570 Omega Drive in Pittsburgh, Pennsylvania. With a robust portfolio of certifications and designations, Sherald is equipped to provide comprehensive financial planning and advisory services tailored to meet the unique needs of individuals, retirees, small business owners, and domestic partners.

Steven Sabol is a distinguished financial advisor located in Mount Lebanon, Pennsylvania, offering comprehensive financial services through Ameriprise Financial Services, LLC. With a dedication to ethical standards and a wealth of certifications, Steven provides expert guidance in various financial planning areas tailored to meet the unique needs of his clients.

At Eric Spiker - Thrivent, we leverage our extensive expertise to thoroughly understand our clients’ needs, providing smart financial solutions and precise advice with a high level of service and integrity. Our team at Todd Financial Associates works with a diverse range of clients, including experienced and inexperienced investors, families, small businesses, retirees, and those planning for retirement. Each client benefits from the collective expertise of our entire team.

Jonathan Sweet is a seasoned financial advisor operating under Ameriprise Financial Services, LLC, located conveniently in Sewickley, PA. With a commitment to providing personalized financial guidance, Jonathan offers a comprehensive suite of services designed to meet the diverse financial needs of individuals, retirees, small business owners, and families, including those with special circumstances such as domestic partnerships and special needs planning.

Lisa Brooks, a dedicated financial advisor at Ameriprise Financial Services, LLC, is committed to providing personalized financial guidance to help individuals and families achieve their financial goals. Located in Sewickley, PA, Lisa leverages a wealth of knowledge and a broad array of industry certifications to deliver comprehensive financial planning and asset management services.

Michael Bruno - Financial Advisor, Ameriprise Financial Services, LLC Location: 2021 E State St, Hermitage, PA 16148, United States

About the Business:

About the Business:

Michael Krisuk is a highly accomplished financial advisor affiliated with Ameriprise Financial Services, LLC, located in Hermitage, Pennsylvania. As an Ameriprise Platinum Financial Services® Advisor, Michael offers a wealth of knowledge and expertise to help clients navigate their financial journeys. He holds several prestigious certifications that reflect his dedication to providing comprehensive and ethical financial advice.

Beth Foyle - Financial Advisor, Ameriprise Financial Services, LLC, is a distinguished financial advisory business located at 1704 W 26th St, Erie, PA 16508, United States. This business specializes in providing expert financial guidance and services tailored to meet the diverse needs of individuals, retirees, and small business owners. Beth Foyle is renowned for holding multiple prestigious certifications, each reflecting a deep commitment to ethical standards and excellence in financial advisory services. Beth Foyle is not only an expert in asset management and estate planning but also possesses specialized knowledge in investment strategies, retirement planning, and wealth transfer. With certifications such as the AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠, Beth demonstrates a comprehensive understanding of asset allocation, investment opportunities, and fiduciary practices. These credentials ensure that clients receive guidance that is both informed and forward-thinking.

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.

Antonio Aiello is a highly qualified Private Wealth Advisor operating under Ameriprise Financial Services, LLC, located in Sewickley, PA. With a robust portfolio of certifications and specializations, Antonio brings a wealth of knowledge and expertise in financial planning, asset management, and investment strategies tailored to meet the unique needs of each client.

Business Description for Donald Frenz - Financial Advisor, Ameriprise Financial Services, LLC Located at 425 S Main St, Washington, PA 15301, Donald Frenz operates as a dedicated financial advisor under Ameriprise Financial Services, LLC. With a focus on providing tailored financial guidance, Donald brings a wealth of expertise to individuals and business owners in the community. His qualifications and certifications reflect his commitment to excellence and comprehensive knowledge in various aspects of financial planning and asset management.

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.

William J Young is a seasoned financial advisor associated with Ameriprise Financial Services, LLC, situated in Pleasant Hills, PA. With a comprehensive array of certifications and designations, William J Young offers expert financial guidance tailored to meet the diverse needs of his clients, ranging from individual investors to small business owners. His office, located at 70 Old Clairton Rd, serves as a hub for personalized financial planning and advisory services.Certifications and Expertise:1. AAMS™ (Accredited Asset Management Specialist): - Requires adherence to a code of ethics. - Coursework includes asset allocation, investment strategies, estate planning, and insurance products. - Certification examination covers real-world applications of asset management.2. ADPA™ (Accredited Domestic Partnership Advisor™):

At Merrill Lynch Private Wealth Advisor Shiv K Sethi, managing your wealth begins with a comprehensive understanding of your complete financial picture. Situated in the heart of Pittsburgh, PA, we provide personalized wealth management strategies tailored to your unique needs and aspirations. Our mission is to help you pursue your goals through flexible strategies that adapt to today's dynamic market conditions. By leveraging the investment insights of Merrill and the banking convenience and lending solutions of Bank of America, we offer a holistic approach to wealth management.Our Commitment:Inclusion, respect, and empathy form the cornerstone of our values at The Irick Group. We are dedicated to serving both our clients and our community, believing firmly in the principle of doing well by doing good. Our team of advisors within this global financial services powerhouse is devoted to helping individuals build, preserve, and manage their wealth, often acquired suddenly. We take our responsibility seriously, sharing insights and strategies aimed at sustaining wealth across generations.Services:We provide a wide range of resources to support all aspects of your financial life, including: - Banking and Credit: Products provided by Bank of America, N.A., and affiliated banks, Members FDIC. - Investment Management: Tailored strategies to grow and preserve your wealth.

Welcome to Ellen Burkey - Financial Advisor, part of Ameriprise Financial Services, LLC, located at 616 Main Street in Honesdale, Pennsylvania. Our mission is to provide personalized financial guidance tailored to meet the unique needs of each client. With an impressive array of certifications and designations, Ellen Burkey is equipped to assist clients in navigating the complexities of financial planning. Ellen holds several prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠. These credentials signify her commitment to ethical practices and her expertise in areas such as asset management, estate planning, retirement strategies, and investment opportunities for individuals and small business owners. Ellen's diverse qualifications also extend to areas like behavioral finance, philanthropy, annuities, and the financial nuances of divorce and estate planning.

Welcome to Joseph D Amore - Associate Financial Advisor at Ameriprise Financial Services, LLC, located in the heart of New Hope, Pennsylvania. Situated at 6444 Lower York Road, our office is dedicated to providing exceptional financial advisory services tailored to meet your unique needs. Joseph D Amore is committed to guiding you through the complexities of financial planning with professionalism and expertise. As a trusted financial advisor, Joseph holds numerous prestigious certifications, ensuring a broad and deep understanding of various financial disciplines. With the AAMS™ (Accredited Asset Management Specialist™) designation, Joseph adheres to a strict code of ethics and has completed comprehensive coursework that equips him to address real-world asset management challenges. This certification covers critical topics such as asset allocation, investment strategies, estate planning, and more.

Welcome to Khavinson & Associates PC, your trusted legal partner located at 5 Hilton Drive, Feasterville-Trevose, Pennsylvania. As a dedicated law firm, we pride ourselves on providing comprehensive legal services tailored to meet the unique needs of our clients. Our experienced team of attorneys specializes in a wide range of practice areas, ensuring that you receive expert guidance and representation in every aspect of the law. At Khavinson & Associates PC, we understand that navigating legal matters can be complex and stressful. Our mission is to offer clear, effective, and compassionate legal solutions to help you achieve the best possible outcomes. Whether you are facing a personal legal issue or require professional legal assistance for your business, our skilled lawyers are here to support you every step of the way.