TOP 10 Qualified legal professionals in Pennsylvania
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Donald Frenz - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBusiness 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.
425 S Main St, Washington, PA 15301, United States -
Ralph G Powell III - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenRalph G Powell III is a distinguished Private Wealth Advisor affiliated with Ameriprise Financial Services, LLC, located in Monroeville, PA. With a comprehensive suite of certifications and designations, Ralph G Powell III offers expert financial advisory services tailored to meet the diverse needs of clients, ranging from individuals and families to retirees and small business owners.
4055 Monroeville Blvd # 430, Monroeville, PA 15146, United States -
Merrill Lynch Financial Advisor Andrew "Drew" Morrison
● ClosedAt 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.
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Merrill Lynch Wealth Management
● ClosedWelcome to Merrill Lynch Wealth Management, located at 600 Grant Street, 49th Floor, Pittsburgh, PA 15219. As a premier financial services provider, our Pittsburgh branch is dedicated to helping you and your family lead the lives you desire through expert wealth management and financial planning. At Merrill Lynch Wealth Management, our team of experienced advisors offers a wealth of knowledge and expertise to guide you through the complexities of the financial markets. In just 15 minutes, our experts can provide valuable insights on midyear market trends and help you prepare for potential opportunities and risks ahead.
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
William J Young - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedWilliam 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™):
70 Old Clairton Rd, Pleasant Hills, PA 15236, United States -
Merrill Lynch Private Wealth Advisor Derek S Jancisin
● ClosedMerrill Lynch Private Wealth Advisor Derek S. Jancisin, located at 600 Grant St, 49th Floor, Pittsburgh, PA, is dedicated to empowering prosperity and simplifying wealth management for a select clientele. Our mission is to transform complex financial landscapes into seamless, straightforward pathways, ensuring a legacy of stability and growth. We work closely with individuals, families spanning multiple generations, business owners, and executives, using a goals-based wealth management approach to put our clients at the center of every personalized strategy.
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Merrill Lynch Financial Advisor Michelle Kish
● ClosedAt Merrill Lynch Financial Advisor Michelle Kish, we pride ourselves on providing expert financial advice and comprehensive wealth management services to individuals and families in all stages of their financial journey. Located in the heart of Pittsburgh, PA, our team at the Kish Morrison Group believes that true wealth management extends beyond mere investment strategies. We adopt a holistic approach to help you design financial plans that are aligned with your most significant life goals, not just for your lifetime but for generations to come.Our Philosophy: Our investment philosophy is grounded in core principles that prioritize risk-adjusted returns, long-term asset allocation, and tax efficiency. We carefully select investment managers with consistent performance records and emphasize a total return approach that includes both price appreciation and income generation. We avoid market timing and focus on creating strategies that are resilient and adaptable.Services Offered:
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Merrill Lynch Private Wealth Advisor Gennaro R DiSilvio
● ClosedMerrill Lynch Private Wealth Advisor Gennaro R DiSilvio is dedicated to empowering prosperity and simplifying wealth for a select clientele. Located in the heart of Pittsburgh, PA, our office on the 49th floor of 600 Grant St is a beacon of financial expertise and personalized service. We specialize in transforming complex financial landscapes into seamless, straightforward pathways, ensuring a legacy of stability and growth for individuals, families, business owners, and executives.
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Ellen Burkey - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome 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.
616 Main Street, Honesdale, Pennsylvania 18431, United States -
Truist - ATM
● OpenWelcome to Truist - ATM, conveniently located at 2000 Sullivan Trail, Easton, Pennsylvania 18040, United States. As a trusted financial partner, Truist offers a wide range of services to meet your banking and financial needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or seeking the right loan tailored to your goals, our team is here to assist you. At Truist, we provide a comprehensive suite of financial services through our various affiliates. Our banking products and services, including loans and deposit accounts, are offered by Truist Bank, a proud Member of the FDIC. For those interested in trust and investment management services, we work through Truist Bank and Truist Delaware Trust Company. Our securities, brokerage accounts, and insurance offerings, including annuities, are managed by Truist Investment Services, Inc., a registered broker-dealer with the SEC, and a member of FINRA and SIPC.
2000 Sullivan Trail, Easton, Pennsylvania 18040, United States -
Truist
● ClosedWelcome to Truist, your trusted financial partner located at 2000 Sullivan Trail, Easton, Pennsylvania. We are dedicated to serving the Easton community with a comprehensive range of banking and financial services tailored to meet your needs. At Truist, we make it easy for you to explore your financial options. See if you're pre-qualified for a Truist credit card and find the right loan by letting us know your goals. Our banking products and services, including loans and deposit accounts, are provided by Truist Bank, a proud Member FDIC. We also offer trust and investment management services through Truist Bank and Truist Delaware Trust Company.
2000 Sullivan Trail, Easton, Pennsylvania 18040, United States -
BB&T Insurance Services
● OpenWelcome to BB&T Insurance Services, your trusted partner in navigating the complexities of insurance and financial services. Conveniently located at 2000 Sullivan Trail, Easton, Pennsylvania, our agency is committed to providing exceptional service and tailored solutions to meet your individual needs. As a proud affiliate of Truist Financial Corporation, we offer a comprehensive range of services designed to help you achieve your financial goals. Our offerings include banking products such as loans and deposit accounts, expertly managed by Truist Bank, Member FDIC. For those seeking trust and investment management services, Truist Bank and Truist Delaware Trust Company are at your service.
2000 Sullivan Trail, Easton, Pennsylvania 18040, United States -
Joseph D Amore - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome 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.
6444 Lower York Road, New Hope, Pennsylvania 18938, United States -
Truist
● ClosedWelcome to Truist, your trusted partner in banking and financial services located at 94 North Flowers Mill Road, Langhorne, Pennsylvania. As a leading financial institution, we are committed to providing a comprehensive range of services tailored to meet your unique needs. At Truist, you can explore a variety of financial products, from pre-qualifying for a Truist credit card to finding the perfect loan for your goals. Our offerings include banking products and services such as loans and deposit accounts through Truist Bank, a proud Member FDIC. For those interested in trust and investment management, Truist Bank and Truist Delaware Trust Company are here to assist. We also provide securities, brokerage accounts, and insurance services, including annuities, through Truist Investment Services, Inc., a registered broker-dealer and licensed insurance agency.
94 North Flowers Mill Road, Langhorne, Pennsylvania 19047, United States -
Truist - ATM
● OpenWelcome to Truist - ATM located at 950 Newtown Yardley Road, Newtown, Pennsylvania 18940. As part of Truist Financial Corporation, we offer a wide range of financial services to meet your needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or exploring the right loan options, we are here to assist you. Our services include banking products and services, loans, and deposit accounts provided by Truist Bank, a Member FDIC. For those interested in trust and investment management, Truist Bank and Truist Delaware Trust Company are at your service. Our securities, brokerage accounts, and insurance solutions, including annuities, are offered through Truist Investment Services, Inc., an SEC registered broker-dealer and member of FINRA and SIPC. We also provide investment advisory services through Truist Advisory Services, Inc. and GFO Advisory Services, LLC.
950 Newtown Yardley Road, Newtown, Pennsylvania 18940, United States -
Truist
● ClosedWelcome to Truist, your trusted financial partner located at 950 Newtown Bypass, Newtown, Pennsylvania 18940. As a leading bank and finance institution, Truist offers a comprehensive range of financial services tailored to meet your needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or seeking the right loan, Truist is here to help. Our banking products and services, including loans and deposit accounts, are provided by Truist Bank, a proud Member of the FDIC. We also offer trust and investment management services through Truist Bank and Truist Delaware Trust Company. For those interested in securities, brokerage accounts, or insurance, Truist Investment Services, Inc. offers these services as a SEC registered broker-dealer and licensed insurance agency. Additionally, investment advisory services are available through Truist Advisory Services, Inc. and GFO Advisory Services, LLC, both SEC registered investment advisers.
950 Newtown Bypass, Newtown, Pennsylvania 18940, United States -
Truist
● ClosedWelcome to Truist, your trusted partner in banking and finance, conveniently located at 180 Old York Road, Jenkintown, Pennsylvania. At Truist, we strive to provide comprehensive financial solutions tailored to meet your unique needs. Whether you're looking to explore pre-qualification for a Truist credit card or seeking the right loan, our team is here to assist you every step of the way. As a member of Truist Financial Corporation, our services are backed by a network of affiliates offering a wide range of financial products. Truist Bank, a Member FDIC, provides a variety of banking products and services, including loans and deposit accounts. Our trust and investment management services are expertly handled by Truist Bank and Truist Delaware Trust Company.
180 Old York Road, Jenkintown, Pennsylvania 19046, United States -
Truist
● ClosedWelcome to Truist, your trusted partner in banking and financial services, conveniently located at 2330 East York Street, Philadelphia, Pennsylvania. At Truist, we are committed to helping you achieve your financial goals through a comprehensive range of services tailored to meet your needs. Discover the possibilities with our diverse offerings, including banking products, loans, and deposit accounts provided by Truist Bank, a proud Member of the FDIC. Whether you're looking to see if you're pre-qualified for a Truist credit card or interested in finding the right loan, our experienced team is here to guide you every step of the way.
2330 East York Street, Philadelphia, Pennsylvania 19125, United States -
WILLIAM S. VALENTINE
● OpenWelcome to William S. Valentine - Your Trusted Financial Partner in Jenkintown, PA Located at 165 Township Line Road, Jenkintown, Pennsylvania, William S. Valentine is your local expert in comprehensive financial planning and investment strategy. As a distinguished Oppenheimer Financial Professional, William S. Valentine is dedicated to aligning each client's unique goals, values, and needs with tailored investment and insurance strategies.
165 Township Line Road, Jenkintown, Pennsylvania 19046, United States -
Janice White
● OpenWelcome to Janice White, your trusted partner in wealth management located at 165 Township Line Road, Jenkintown, Pennsylvania. Specializing in finance, we are dedicated to helping you achieve your financial goals through comprehensive strategies and personalized advice tailored to your unique needs. Our team is proud to serve small business owners, families, and high-net-worth individuals with a commitment to excellence recognized by prestigious accolades such as the Five Star award and the 2021 & 2022 Best in State Wealth Advisor by Forbes Shook Research. At Janice White, we believe in a collaborative approach that leverages diverse perspectives and decades of industry experience. This allows us to provide holistic advice that helps clients navigate the complexities of managing their assets. Our commitment to transparency ensures that you understand how we are compensated, aligning our success with yours for long-term prosperity.
165 Township Line Road, Jenkintown, Pennsylvania 19046, United States -
Michelle Dydak
● OpenWelcome to Michelle Dydak - Your Trusted Wealth Management Partner in Jenkintown, PA Located at 165 Township Line Road, Jenkintown, Pennsylvania, Michelle Dydak is a premier wealth management team dedicated to helping you achieve your financial goals. Specializing in providing comprehensive financial and investment advice, we primarily serve small business owners, families, and high net worth individuals.
165 Township Line Road, Jenkintown, Pennsylvania 19046, United States -
Robert J. Daries
● OpenWelcome to Robert J. Daries, located at 165 Township Line Road, Jenkintown, Pennsylvania 19046. We are proud to be part of DHM Wealth Management, a dedicated team of veteran financial advisors committed to providing exceptional long-term financial guidance tailored to the unique needs of individuals, families, businesses, and their interests. At DHM Wealth Management, we believe in a personalized approach, starting with listening to you. In today's fast-paced, technology-driven world, we understand the importance of personal interaction and empathy. By putting ourselves in your shoes, we gain a comprehensive understanding of the complexities you face, your financial goals, and your legacy aspirations.
165 Township Line Road, Jenkintown, Pennsylvania 19046, United States -
Elliot Fine
● OpenWelcome to Elliot Fine - Your Trusted Financial Consultant in Jenkintown, Pennsylvania Located at 165 Township Line Road, Jenkintown, PA 19046, Elliot Fine is your premier destination for comprehensive financial consulting and investment strategies. As an Executive Director of Investments and a dedicated Oppenheimer Financial Professional, Elliot Fine is committed to aligning your unique goals, values, and needs with tailored financial planning solutions.
165 Township Line Road, Jenkintown, Pennsylvania 19046, United States -
Truist
● ClosedWelcome to Truist, your trusted financial partner located at 4625 Frankford Avenue, Philadelphia, Pennsylvania. At Truist, we are committed to providing comprehensive banking and financial services tailored to meet your unique needs. Whether you're looking to see if you pre-qualify for a Truist credit card or seeking the right loan, our team is here to help you every step of the way. As a proud member of the Truist Financial Corporation family, we offer a wide range of services through our various affiliates. Truist Bank, a Member FDIC, provides essential banking products and services, including loans and deposit accounts. For trust and investment management services, look no further than Truist Bank and Truist Delaware Trust Company. Our securities, brokerage accounts, and insurance services are offered through Truist Investment Services, Inc., a registered broker-dealer and licensed insurance agency.
4625 Frankford Avenue, Philadelphia, Pennsylvania 19124, United States -
Truist
● ClosedWelcome to Truist, your trusted financial partner located at 6633 Roosevelt Boulevard, Philadelphia, Pennsylvania 19149. At Truist, we are committed to providing you with a comprehensive range of banking and financial services tailored to meet your unique needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or seeking the right loan, we are here to guide you every step of the way. As a proud member of Truist Financial Corporation, we offer a variety of services through our affiliates. Truist Bank, a Member FDIC, provides reliable banking products and services, including loans and deposit accounts. For those interested in trust and investment management, Truist Bank and Truist Delaware Trust Company are at your service. Our investment options, including securities, brokerage accounts, and insurance, are available through Truist Investment Services, Inc., a registered broker-dealer with the SEC, and a member of FINRA and SIPC.
6633 Roosevelt Boulevard, Philadelphia, Pennsylvania 19149, United States -
Truist - ATM
● OpenWelcome to Truist - ATM, conveniently located at 12051 Knights Road, Philadelphia, Pennsylvania 19154. As a part of the Truist Financial Corporation, we offer a comprehensive range of financial services to meet your needs. Whether you’re checking if you're pre-qualified for a Truist credit card or seeking the right loan, our expert services are here to assist you. At Truist, we pride ourselves on providing a wide array of banking products and services through Truist Bank, a Member FDIC. Our offerings include loans, deposit accounts, and trust and investment management services. Additionally, Truist Investment Services, Inc. provides securities, brokerage accounts, and insurance solutions, being an SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. For those seeking investment advisory services, Truist Advisory Services, Inc. and GFO Advisory Services, LLC, both SEC registered investment advisers, are at your service.
12051 Knights Road, Philadelphia, Pennsylvania 19154, United States -
Truist
● ClosedWelcome to Truist, your trusted partner in banking and financial services, conveniently located at 12051 Knights Road, Philadelphia, Pennsylvania. As a member of the Truist Financial Corporation family, we are committed to helping you achieve your financial goals with a wide range of services tailored to meet your needs. At Truist, we offer comprehensive banking products and services, including loans and deposit accounts, provided by Truist Bank, a proud Member FDIC. Our expert team is here to assist you in finding the right loan and exploring pre-qualification options for a Truist credit card, ensuring you have the financial tools you need.
12051 Knights Road, Philadelphia, Pennsylvania 19154, United States -
Truist ATM
● OpenWelcome to Truist ATM, conveniently located at 200 Radcliffe Street, Bristol, Pennsylvania 19007, United States. As a part of Truist Financial Corporation, our ATM offers a wide range of financial services to meet your banking needs. Whether you're looking to check if you're pre-qualified for a Truist credit card or seeking the right loan option, we have you covered. Our services extend beyond basic banking. Truist Bank, a Member FDIC, provides comprehensive banking products, including loans and deposit accounts. For trust and investment management services, you can rely on Truist Bank and Truist Delaware Trust Company. We also offer securities, brokerage accounts, and insurance through Truist Investment Services, Inc., an SEC registered broker-dealer and member of FINRA and SIPC. For those seeking investment advisory services, Truist Advisory Services, Inc. and GFO Advisory Services, LLC, both SEC registered investment advisers, are here to assist you.
200 Radcliffe Street, Bristol, Pennsylvania 19007, United States -
Truist
● ClosedWelcome to Truist, your trusted financial partner located at 200 Radcliffe Street, Bristol, Pennsylvania. As a leading provider of banking and financial services, Truist is committed to helping you achieve your financial goals with a wide range of products and services tailored to your needs. Explore your financial possibilities with Truist. Discover if you're pre-qualified for a Truist credit card or find the right loan for your unique situation. Our comprehensive banking products and services, including loans and deposit accounts, are offered by Truist Bank, a proud Member of FDIC. For trust and investment management services, look no further than Truist Bank and Truist Delaware Trust Company.
200 Radcliffe Street, Bristol, Pennsylvania 19007, United States
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