Professional estate planning in Pennsylvania

Edward Jones - Financial Advisor: Justin H Bartolomucci, CFP®|CPWA®|CIMA® is a leading finance institution located at 400 Campus Drive in Collegeville, Pennsylvania, United States. Justin H Bartolomucci, a Certified Financial Planner (CFP®), Certified Private Wealth Advisor (CPWA®), and Certified Investment Management Analyst (CIMA®), provides expert financial advice and services to help clients achieve their financial goals. With a strong focus on personalized service and comprehensive financial planning, Edward Jones is dedicated to helping individuals and families make informed decisions about their investments and financial future. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Justin H Bartolomucci and the team at Edward Jones are committed to providing you with the guidance and support you need to secure a successful financial future.

Thomas Bradshaw - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 3701 Corporate Parkway in Pennsylvania, United States, is a reputable finance institution offering a wide range of services to meet the diverse needs of individuals seeking expert financial advice. Thomas Bradshaw holds various prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating his commitment to upholding the highest standards of professionalism and ethics in the industry. With specialized knowledge in areas such as estate planning, investment management, retirement planning, and insurance products, Thomas Bradshaw is well-equipped to provide tailored financial solutions to clients, whether they are retirees, small business owners, or high net worth individuals. By leveraging his expertise and experience, Thomas Bradshaw aims to help clients achieve their financial goals and secure their financial future.

JJ is a finance institution located at 2045 Westgate Drive, Bethlehem, Pennsylvania, United States. The institution offers a variety of certifications and designations for financial professionals, 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®. These certifications cover a range of topics including asset management, estate planning, retirement planning, investment strategies, and more. JJ is committed to providing comprehensive education and support for financial professionals in various specialized areas of finance.

Merrill Lynch Financial Advisor Andrew R Aramany is a finance institution located at 224 Valley Creek Boulevard in Exton, Pennsylvania, United States. The institution provides insights, observations, and ideas to help clients pursue their financial goals. Their team is dedicated to helping clients build a plan that plots a steady course to retirement and prepare for the joys and challenges of retirement. Merrill Personal Wealth Analysis® is used to build and document personalized plans focused on individual goals. The team is supported by the global resources of Merrill and is committed to building strong client relationships based on trust and personalized service. They believe in achieving financial success by making investment decisions that align with personally meaningful goals. The advisors at Merrill Lynch Wealth Management focus on what clients care about most - family, goals, and priorities - even as they change over time. The team works with clients to identify and prioritize goals, providing advice and guidance to help them stay informed. They offer a range of investment strategies and conduct regular reviews to measure progress towards client goals. Through consistent communication and adjustments to financial approaches, the team helps clients stay on track to achieve what's most important to them. Merrill Lynch Wealth Management Advisors work with clients to build customized investment approaches addressing individual needs and goals. The institution is dedicated to providing a one-on-one relationship with clients, offering personalized investment strategies and comprehensive financial solutions. With certifications from the Certified Financial Planner Board of Standards, Inc. and The American College of Financial Services, clients can trust in the expertise and professionalism of the team at Merrill Lynch Financial Advisor Andrew R Aramany.

McGinn Financial Services is a trusted financial institution located at 1600 Paoli Pike in Malvern, Pennsylvania, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with retirement planning, investment management, or estate planning, our experts are here to provide personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you secure your financial future.

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.

Anthony Barber is a financial advisor at Ameriprise Financial Services, LLC located at 5100 Tilghman Street in Allentown, Pennsylvania, United States. He holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and Behavioral Financial Advisor. These certifications demonstrate his expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, and portfolio management. Additionally, Anthony is knowledgeable in areas such as fixed-rate and variable annuities, issues impacting seniors, divorce financial analysis, estate planning, exit planning, securities analysis, mutual funds, special needs planning, long-term care, and life insurance. He is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and members of the military community. If you are seeking expert advice and guidance on your financial goals and investments, Anthony Barber is a trusted and experienced professional to help you navigate the complexities of financial planning.

David Desimone - Prudential Financial is a reputable finance and insurance agency located at 8 School House Road in Collegeville, Pennsylvania. With a strong commitment to providing personalized financial solutions and top-notch insurance products, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you're looking for retirement planning, investment strategies, or insurance coverage, we are here to provide expert guidance and support every step of the way. Trust David Desimone - Prudential Financial to protect your assets and provide peace of mind for you and your loved ones.

Melissa Motz - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1000 Germantown Pike, Plymouth Meeting, Pennsylvania, United States. Melissa Motz holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, retirement planning, and investment strategies. Melissa Motz 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 continuing education, Melissa Motz ensures that her clients receive expert advice and guidance for their financial goals. Contact Melissa Motz at Ameriprise Financial Services, LLC for personalized financial planning services tailored to your unique needs.

Alan Good is a Financial Advisor at Ameriprise Financial Services, LLC located at 1000 Germantown Pike in Plymouth Meeting, 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®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment management, and more. Alan Good is committed to providing comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. He is dedicated to upholding a high standard of ethics and professionalism in his practice.

Janney Montgomery Scott LLC is a finance institution located at 1400 North Providence Road in Media, Pennsylvania, United States. With a history dating back to 1832, Janney is a full-service wealth management, financial services, and investment banking firm. They provide personalized financial advice and guidance to individuals, families, businesses, and institutions. Their team of experienced professionals offers a wide range of services including investment management, financial planning, retirement planning, and more. Janney Montgomery Scott LLC is committed to helping their clients achieve their financial goals and secure their financial future.

Merrill Lynch Financial Advisor Christopher R Kolmer is a finance institution located at 300 West State Street, Media, Pennsylvania, United States. The Kolmer Wealth Management Group, led by a multi-generational team, serves clients not only in Pennsylvania but also in more than 20 other states. The institution focuses on helping clients monetize their hard work and achieve meaningful outcomes. They offer services such as family legacy planning, risk-managed investing, wealth accumulation strategies, retirement planning, exit planning strategies, tax minimization, estate planning strategies, and liability management. The institution serves a diverse and financially astute clientele, including successful owners of family-owned businesses, investment bankers, hedge fund managers, executives, professors, musicians, real estate professionals, and their families. The team at The Kolmer Wealth Management Group collaborates internally and with clients to create consistent value, with a focus on clients' lives, not just their financial bottom lines.

Providence Investment Management Co is a leading finance institution located at 1489 Baltimore Pike in Springfield, Pennsylvania, United States. With a strong reputation for excellence in financial management, Providence Investment Management Co offers a wide range of services including investment planning, portfolio management, and financial advisory services. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Providence Investment Management Co can help you reach your financial objectives.

Gary L Guzzi - Morgan Stanley is a finance institution located at 101 Larry Holmes Drive in Easton, Pennsylvania, United States. Specializing in wealth management and investment services, the team at Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized strategies and expert advice, clients can trust in the expertise and professionalism of Gary L Guzzi and his team at Morgan Stanley. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Gary L Guzzi - Morgan Stanley is committed to providing top-notch financial services tailored to your specific needs.

John P Bisco Associates is a reputable finance institution located at 3800 William Penn Highway in Easton, Pennsylvania, United States. With a focus on providing personalized financial services, their team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, John P Bisco Associates is committed to providing expert guidance and support. Visit their office today to learn more about how they can help you secure your financial future.

Devon Financial Partners, LLC is a finance institution located at 744 Lancaster Avenue in Wayne, Pennsylvania, United States. Our team of experienced professionals provides comprehensive financial services to help individuals and businesses achieve their goals. Whether you need assistance with investment management, retirement planning, estate planning, or any other financial need, we are here to help. With a focus on personalized service and tailored solutions, Devon Financial Partners, LLC is committed to helping our clients secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.

McCloskey Financial Group is a leading finance institution located at 115 Bloomingdale Avenue in Wayne, Pennsylvania, United States. We specialize in providing a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, McCloskey Financial Group is here to help. Contact us today to learn more about how we can help you secure your financial future.

Troy H Smith - Financial Advisor, Ameriprise Financial Services, LLC, located at 746 Main Street, Stroudsburg, Pennsylvania, United States, offers a wide range of financial services to meet the needs of individuals and businesses. Specializing in asset management, retirement planning, estate planning, and investment opportunities, Troy H Smith holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. With a commitment to ethical practices and continuing education, Troy H Smith is dedicated to providing expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial decisions, Troy H Smith is here to help. Contact us today to schedule a consultation and take the first step towards financial security and success.

Vicki Lilley - Thrivent is a finance institution located at 101 North 5th Street, Perkasie, Pennsylvania, United States. Specializing in financial planning for women, divorce financial planning, and retirement planning, our team creates personalized plans tailored to your goals and values. Our comprehensive approach covers all aspects of your financial life, from cashflow management to estate planning. With a focus on empowering women financially, we offer budgeting, goal setting, and investing strategies to secure a stable financial future. As a Certified Divorce Financial Analyst®, we provide expert guidance on the financial implications of divorce settlements. We offer initial consultations at no cost, working on a flat-fee basis to ensure transparency and support throughout the process. Thrivent, the marketing name for Thrivent Financial for Lutherans, offers insurance products and investment advisory services through licensed professionals. For more information, visit our website or contact us for personalized financial guidance.

Edward Jones - Financial Advisor: JP Northrop, CFP®|ChFC®|CEPA®|AAMS™ is a reputable finance institution located at 595 Bethlehem Pike in Montgomeryville, Pennsylvania, United States. With a team of highly qualified professionals led by JP Northrop, who is a Certified Financial Planner, Chartered Financial Consultant, Certified Exit Planning Advisor, and Accredited Asset Management Specialist, the institution offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, estate planning, or asset management, Edward Jones is dedicated to providing personalized solutions tailored to your specific needs. Trust Edward Jones - Financial Advisor: JP Northrop, CFP®|ChFC®|CEPA®|AAMS™ for expert financial guidance and support.

Thomas McGuire - Thrivent is a finance institution located at 2031 North Broad Street, Lansdale, Pennsylvania, United States. Licensing can be obtained through the State Insurance Department’s website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client’s financial situation. Clients have the option to further their planning engagement with Thrivent through its Dedicated Planning Services, which provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent.

Redtail Financial Group - Thrivent is a finance and insurance agency located at 101 North 5th Street in Perkasie, Pennsylvania, United States. Specializing in Retirement Planning, Divorce Financial Planning, and Wealth Management, our team creates personalized plans tailored to your goals and values. We cover all aspects of your financial life including cashflow, insurance, investments, tax planning, retirement planning, estate planning, and charitable giving. Our Certified Divorce Financial Analyst, Vicki Lilley, offers expertise in navigating the financial challenges of divorce, providing guidance and support during times of uncertainty. Thrivent and its financial professionals offer advice and guidance through a comprehensive Financial Planning Framework, with the option to engage in Dedicated Planning Services for a fee. Thrivent Financial for Lutherans offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Visit our website for more information on our services and team members.

James H. Wilson is a finance and insurance agency located at 245 West Broad Street in Quakertown, Pennsylvania, United States. With an additional office at 1301 S. Harrison Street in Fort Wayne, Indiana, the institution is part of Lincoln Financial Advisors, an independent broker-dealer with a national network of financial professionals. The institution offers personalized solutions and fee-based financial planning to help individuals and business owners with estate planning, business succession, retirement, and financial plans. They have access to a diverse array of products and provide specialized support to clients. The institution is committed to long-term client relationships and upholds high standards of conduct. Securities are offered through Lincoln Financial Advisors Corp., a member of SIPC, and investment advisory services are also available through Lincoln Financial Advisors Corp. or Sagemark Consulting. Insurance is offered through Lincoln affiliates and other reputable companies. The institution does not provide legal or tax advice, and not all financial professionals within the firm may offer advisory services. For more information about the services and relationships offered by James H. Wilson, clients can refer to the Form CRS - Customer Relationship Summary.

Kent Keith - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 790 Penllyn Blue Bell Pike, Blue Bell, Pennsylvania, United States. The institution offers a range of certifications and designations 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®. These certifications cover various aspects of wealth management, financial planning, investments, retirement planning, estate planning, and more. The institution is dedicated to providing comprehensive and specialized financial services to individuals, retirees, small business owners, high net worth clients, and those with specific needs such as veterans and individuals with special needs. The advisors at Kent Keith - Private Wealth Advisor, Ameriprise Financial Services, LLC are highly trained and knowledgeable professionals committed to helping clients achieve their financial goals and secure their financial future.

Ursula Johnson is a financial advisor at Ameriprise Financial Services, LLC located at 1000 Germantown Pike, Plymouth Meeting, Pennsylvania, United States. She 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. Ursula specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. She is dedicated to upholding the highest ethical standards and continually expanding her knowledge to better serve her clients' needs. Contact Ursula Johnson today for expert financial advice tailored to your specific goals and circumstances."

Traynor Capital Management is a reputable financial institution located at 418 East King Street in Malvern, Pennsylvania, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses manage their investments and achieve their financial goals. With a team of experienced professionals, Traynor Capital Management is dedicated to providing personalized solutions and expert advice to their clients. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Traynor Capital Management is committed to helping you succeed.

Marva Hardnett is a Financial Advisor at Ameriprise Financial Services, LLC located at 600 West Germantown Pike, Plymouth Meeting, Pennsylvania, United States. Marva 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, Chartered Life Underwriter Designation®, and CFMA®. Marva specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. With a strong focus on ethics and expertise in asset management, estate planning, investment strategies, and retirement planning, Marva is dedicated to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Johanna L Walters is a finance institution located at 470 Norristown Road, Blue Bell, Pennsylvania, United States. The institution is proud of their advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. They believe in setting the standard for exemplary client service. The team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The advisors focus on the things that matter most to you - family, goals, and priorities, even as they change over time. They believe in starting every relationship with a conversation to identify and prioritize your goals. By understanding your goals and priorities, they can help you create a personalized financial approach to help you pursue what matters most to you. The institution offers various rankings and recognitions from publications such as Barron's and Forbes, showcasing their commitment to excellence in client service. They offer personalized investment strategies and comprehensive financial solutions to help you achieve your financial goals. With access to the resources of Merrill and Bank of America, they can help you manage, grow, and preserve your wealth today and for the future. Let Merrill Lynch Financial Advisor Johanna L Walters help you achieve your financial goals and live your best financial life.

David A Dzendzel - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 610 Freedom Business Center Drive in King of Prussia, Pennsylvania, provides a range of financial services to individuals looking to manage and grow their wealth. The institution offers various certifications and designations, such as 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®, 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 demonstrate expertise in areas such as asset management, retirement planning, estate planning, investment analysis, and more. With a focus on ethics and professionalism, David A Dzendzel aims to help clients navigate the complexities of financial planning and achieve their long-term financial goals.

Sean Michael Pearson is a Financial Advisor at Ameriprise Financial Services, LLC located at 161 Washington Street in Conshohocken, Pennsylvania, United States. Sean holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. As a Certified Financial Planner™, Sean is committed to providing personalized financial planning services to help clients achieve their financial goals. With a strong focus on ethics and professionalism, Sean is dedicated to helping individuals make informed decisions about their finances.