Relationship goals in Harleysville, Pennsylvania
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Ron Reinert - State Farm Insurance Agent
● ClosedWelcome to Ron Reinert State Farm Agency, located at 1730 Sumneytown Pike in Harleysville, Pennsylvania. Positioned between Lansdale and Hatfield, our agency serves the entire state of Pennsylvania and New Jersey. With over 60 years of combined State Farm Insurance experience, our team is dedicated to providing outstanding service and competitive pricing to meet all your insurance needs. Whether you require coverage for your car, home, business, income, or life insurance, we are here to help. We prioritize building lasting relationships with our clients, treating everyone like family. As the agency owner, I have been serving the community for two decades, starting my career as a Commercial Underwriter after graduating from West Chester University. I am supported by a team of exceptional insurance representatives, including Ruth Ann, who has over 38 years of experience with State Farm, focusing on commercial insurance. We also have Alexis, Kristen, and CJ, each bringing their own expertise to the team.
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TD Bank
● ClosedTD Bank is a full-service financial institution located at 325 Main Street in Harleysville, Pennsylvania. As a trusted bank and ATM provider, we offer a wide range of services to meet your banking, investment, and financial planning needs. Our dedicated Relationship Managers and team of wealth professionals are here to assist you with private banking, credit, investment, and financial planning. Visit us to work with a TD Financial Advisor to create a personalized TD Wealth Plan tailored to your unique financial goals. We understand that life doesn't always happen during traditional banking hours, which is why we are open early, late, and on weekends. Stop by our branch for quick and convenient services such as instant debit cards, new savings accounts, foreign currency exchange, notary services, safe deposit boxes, and more. Our friendly staff is here to help you with all your banking needs, and if our branch doesn't have what you're looking for, we will assist you in finding another TD Bank nearby.
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Katie Overturf LCSW
● OpenKatie Overturf LCSW is a health institution located at 690 Harleysville Pike in Pennsylvania, United States. Specializing in clinical social work, Katie Overturf LCSW offers professional counseling services to individuals seeking support for mental health issues, relationship challenges, and life transitions. With a compassionate and client-centered approach, the institution provides a safe and nurturing environment for clients to explore their emotions, develop coping strategies, and work towards personal growth and healing. Katie Overturf LCSW is dedicated to helping individuals achieve their mental wellness goals and improve their overall quality of life.
690 Harleysville Pike, Lower Salford Township, PA 19438, United States -
Porter + Guide Wealth Management
● OpenPorter Guide Wealth Management is a finance institution located at 851 Maple Avenue in Harleysville, Pennsylvania, United States. Our team is dedicated to guiding you on your retirement journey to help you achieve the life you deserve. We believe in designing resilient retirement plans that align with all your life goals, and we customize your portfolio with an investment strategy tailored to the lifestyle you desire. At Porter Guide Wealth Management, we understand that retirement planning is not one-size-fits-all. That's why we work with you to imagine a lifestyle that is exhilarating, fulfilling, and achievable. Our 3-bucket approach to retirement planning organizes your goals into Now, Soon, and Later categories to ensure your personal goals align with your investment needs.
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Bernardo Wealth Planning
● ClosedBernardo Wealth Planning is a finance institution located at 272 Ruth Road, Harleysville, Pennsylvania, United States. We specialize in assisting our clients in the creation, preservation, and management of wealth. Our relationships are built on a foundation of trust and service, prioritizing our client's needs above all else. At Bernardo Wealth Planning, we believe in a client-centered investment strategy that utilizes theme-driven tactical and non-correlated vehicles with broad diversification across multiple asset classes. By combining passive and active management, we aim to help mitigate risk and maximize potential returns for our clients. We work with professional money managers to ensure that our clients have access to some of the best investment minds in the industry.
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Edward Jones
● ClosedEdward Jones is a renowned finance institution located in Harleysville, Pennsylvania, United States. With a strong presence in the financial industry, Edward Jones is committed to providing personalized investment services to help individuals achieve their financial goals. The institution offers a wide range of financial products and services, including retirement planning, investment management, and wealth management. With a focus on building long-term relationships with clients, Edward Jones strives to provide expert financial advice and guidance to help clients navigate the complexities of the financial market.
Harleysville, PA 19438, United States -
Lance Roetling - TD Wealth Financial Advisor
● ClosedLance Roetling - TD Wealth Financial Advisor is a reputable finance institution located at 991 South Township Line Road in Royersford, Pennsylvania, United States. As a trusted financial advisor, Lance Roetling provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial guidance, Lance Roetling - TD Wealth Financial Advisor is committed to helping clients secure their financial future.
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Lance Roetling - TD Wealth Financial Advisor
● ClosedLance Roetling - TD Wealth Financial Advisor is a trusted financial institution located at 498 2nd Avenue in Collegeville, Pennsylvania, United States. As a dedicated financial advisor, Lance Roetling offers personalized wealth management services to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Lance Roetling can provide expert guidance and tailored solutions to help you secure your financial future. With a focus on building long-term relationships based on trust and transparency, Lance Roetling - TD Wealth Financial Advisor is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.
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Lance Roetling - TD Wealth Financial Advisor
● ClosedLance Roetling - TD Wealth Financial Advisor is a trusted finance institution located at 325 Main Street in Harleysville, Pennsylvania, United States. As a financial advisor with TD Wealth, Lance Roetling offers expert guidance and personalized financial solutions to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Lance Roetling is dedicated to helping clients navigate the complexities of the financial world and make informed decisions about their money. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Lance Roetling - TD Wealth Financial Advisor is here to help you every step of the way.
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LM Counseling Services, LLC
● OpenLM Counseling Services, LLC is a trusted health institution located at 672 Main Street in Harleysville, Pennsylvania. Our team of experienced counselors provides professional and compassionate mental health services to individuals and families in need. We offer a safe and supportive environment for clients to explore their thoughts and emotions, and work towards achieving their personal goals. Whether you are struggling with anxiety, depression, relationship issues, or any other mental health concern, our dedicated team is here to help. Contact us today to schedule an appointment and take the first step towards a healthier and happier life.
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James Mast Counseling
● OpenJames Mast Counseling is a health institution located at 201 Ruth Road, Harleysville, Pennsylvania, United States. James Mast is a Licensed Professional Counselor and certified family therapist, offering support to individuals, couples, and families facing various life challenges. His integrative approach blends therapy interventions to meet the unique needs of each client, including young children, teenagers, and adults. James collaborates with schools, churches, and community organizations on mental health topics. With a background in Psychology and Clinical Psychology with a focus on Trauma Studies, James provides a safe space for individuals to explore their experiences and work towards their life goals. Families and couples can also benefit from therapy, gaining insight into their relationships and addressing challenges. James has experience working with a range of issues, including depression, existential concerns, gender/sexuality, grief and loss, trauma, ADHD, autism, conduct/behavioral problems, and psychotic disorders. Contact James Mast Counseling for support on your mental health journey.
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