Retirement account services in Washington, PA
31 results found
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JC Morrow - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJC Morrow - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 100 Adios Drive, Washington, Pennsylvania, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. The institution provides a complimentary initial consultation to help clients get started on their financial journey. They also offer a Retirement InteractiveSM tool to explore important retirement income issues. Ameriprise Financial Services, LLC is a registered investment adviser and member of FINRA and SIPC. Securities are offered through Ameriprise Financial Services, LLC. The institution values referrals and aims to help friends and family achieve their financial goals. They prioritize privacy and security for all clients.
100 Adios Dr Ste 1121, Washington, PA 15301, United States -
Robyn Rose - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRobyn Rose - Financial Advisor at Ameriprise Financial Services, LLC, located at 161 Washington Street in Conshohocken, Pennsylvania, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Robyn provides investment recommendations and portfolio analysis to help you achieve financial success. Regular meetings and progress tracking ensure that your financial strategy evolves with your life changes. Access your accounts and investments securely from any device, and schedule a complimentary initial consultation to learn more about how Robyn can assist you in reaching your financial goals. With a commitment to client satisfaction and a dedication to helping you build a more secure financial future, Robyn Rose is ready to support you every step of the way. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC.
161 Washington St #1300, Conshohocken, PA 19428, United States -
Derek Thomas - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenDerek 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.
1150 Washington Road, Washington, Pennsylvania 15301, United States -
Walter Sell - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenWalter Sell - Associate Financial Advisor, Ameriprise Financial Services, LLC Located at 1195 Washington Pike #330, Bridgeville, PA 15017, Walter Sell is an Associate Financial Advisor with Ameriprise Financial Services, LLC. Specializing in personalized financial planning and advisory services, Walter is dedicated to helping clients achieve their financial goals through a comprehensive, client-focused approach.
1195 Washington Pike #330, Bridgeville, PA 15017, United States -
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 -
AccountMaster Inc
● ClosedAccountMaster Inc is a Tax Accounting firm located at 90 West Chestnut Street in Washington, Pennsylvania. We are proud to serve the Greater Pittsburgh area and offer a wide range of financial services to our clients. From financial advice and planning to asset allocation, estate planning, income taxes, retirement, and education planning, we strive to be your "One Stop Shop" for all your financial needs. Our team of professionals is dedicated to helping you reduce stress and enjoy your life by providing top-notch services. Preparing income taxes can be a daunting task, but with our expert tax professionals, we make it easy and stress-free. We can handle payroll, tax obligations, check printing, direct deposit, and detailed reports. Our Agents can also assist with QuickBooks data entry, reconciliation, and write-up services.
90 W Chestnut St Suite #100UL, Washington, PA 15301, United States -
St Nicholas FCU
● OpenSt. Nicholas FCU is a trusted financial institution located at 254 South Washington Street in Wilkes-Barre, Pennsylvania. As a credit union, we are dedicated to serving our members with personalized banking services and competitive financial products. From savings and checking accounts to loans and mortgages, we strive to help our members achieve their financial goals. Our friendly staff is committed to providing exceptional customer service and helping our members make the most of their money. Visit us today to experience the difference of banking with St. Nicholas FCU.
254 S Washington St, Wilkes-Barre, PA 18701, United States -
Fidelity Investments
● ClosedFidelity Investments is a renowned finance institution located at 1680 Washington Road in Pittsburgh, Pennsylvania, United States. With a strong reputation in the financial industry, Fidelity Investments offers a wide range of investment services and products to help individuals and organizations achieve their financial goals. Their experienced team of professionals provides expert guidance and personalized solutions to meet the unique needs of each client. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Fidelity Investments is dedicated to helping you make informed decisions and build a secure financial future.
1680 Washington Rd Ste H, Pittsburgh, PA 15241, United States -
Lincoln Investment Planning
● ClosedLincoln Investment Planning, located at 1606 Carmody Court in Sewickley, Pennsylvania, is a finance institution dedicated to helping investors and employers achieve their long-term financial goals. With a focus on offering quality investment, insurance, and retirement products, Lincoln Investment empowers their advisors to provide the service and support needed for success. In an exciting development, Lincoln Investment is expanding their partnership with BNY Mellon’s Pershing to enhance their custodial platform and provide financial professionals with access to Pershing X’s Wove wealth management platform. This technology suite will offer advanced solutions to support advisors in their work.
1606 Carmody Ct, Sewickley, PA 15143, United States -
Lincoln Investment Planning, LLC.
● ClosedLincoln Investment Planning, LLC. is a finance institution located at 601 West Office Center Drive in Fort Washington, Pennsylvania, United States. Our mission is to empower our advisors to offer investors and employers quality investment, insurance, and retirement products, along with the service and support needed to achieve long-term financial goals. We are pleased to announce our partnership with BNY Mellon’s Pershing, expanding our clearing arrangement and transitioning our self-clearing business onto a single custodial platform. Additionally, we have selected Pershing X’s Wove wealth management platform to provide technology solutions to our financial professionals. With 55 years of experience in 403(b) plans, we assist educators and non-profit employees in adding tax-sheltered accounts to their retirement savings strategy. Our advisors will work with you to create a tailored strategy based on your specific needs, comfort levels, and financial goals. Join over 4,000 employers who have chosen Lincoln Investment for their financial planning needs. Please note that tax, legal, or Social Security claiming advice is not offered through or supervised by Lincoln Investment or Capital Analysts.
601 W Office Center Dr #300, Fort Washington, PA 19034, United States -
F J Koelle & Associates
● ClosedF J Koelle & Associates is a highly qualified and experienced firm of Certified Public Accountants located at 410 Easton Road in Willow Grove, Pennsylvania. Since 1984, we have been providing a wide range of accounting, finance, tax preparation, and personal financial planning services. Our personalized approach focuses on meeting your unique needs, whether it's accounting, tax planning, personal financial planning, or small business consulting. We pride ourselves on responsible action and trust, with all services provided by CPA's who excel in tax and accounting matters. We utilize advanced software and processes to ensure the best outcomes for our clients. Our services include full-charge bookkeeping, tax planning, payroll services, representation before the IRS, estate planning, and financial statement preparation. Our clients in the Greater Philadelphia Metro area, including Willow Grove, Fort Washington, Abington, Jenkinton, Warminster, and Feasterville-Trevose, rely on us for professional and personalized accounting services. Contact us at F J Koelle & Associates for all your accounting and financial needs.
410 Easton Rd, Willow Grove, PA 19090, United States -
Kades Margolis Corporation
● OpenKades Margolis Corporation is a reputable financial institution located at 1720 Washington Road in Washington, Pennsylvania, United States. With a strong focus on providing personalized financial solutions and expert advice, Kades Margolis Corporation has been serving clients in the area for years. Whether you are looking for retirement planning, investment management, or estate planning services, their team of experienced professionals is dedicated to helping you achieve your financial goals. Trust Kades Margolis Corporation for all your financial needs.
1720 Washington Rd, Washington, PA 15301, United States -
Lincoln Investment Planning
● OpenLincoln Investment Planning, located at 1 East Broad Street in Bethlehem, Pennsylvania, is a finance institution dedicated to helping investors and employers achieve their long-term financial goals. Our advisors offer quality investment, insurance, and retirement products, with the service and support needed for success. We are excited to announce our expanded clearing arrangement with BNY Mellon's Pershing, providing a single custodial platform for our self-clearing business. Additionally, we have selected Pershing X's Wove wealth management platform to offer technology solutions to our financial professionals.
1 E Broad St #550, Bethlehem, PA 18018, United States -
Herbert John Morrow III, DO
● OpenHerbert John Morrow III, DO, is a highly regarded family medicine physician located at 3910 Caughey Rd # 150, Erie, PA 16506, United States. Dr. Morrow is certified in family medicine and family medicine/OMT by the American Board of Family Medicine. He practices at Your Hometown Health Partners and is affiliated with UPMC Hamot. Dr. Morrow completed his residency at Washington Hospital and earned his medical degree from the Lake Erie College of Osteopathic Medicine. Patients consistently praise Dr. Morrow for his professionalism, compassion, and dedication to patient care. Many testimonials highlight his ability to listen attentively, explain medical conditions and treatment options clearly, and involve patients in their healthcare decisions. He is known for creating a welcoming and non-judgmental environment, making patients feel valued and respected.
3910 Caughey Rd # 150, Erie, PA 16506, United States -
State Farm
● ClosedAt State Farm, we understand that everyone loves saving money while protecting what matters most. Located at 1720 Washington Rd, Washington, PA, our agency, led by Mike Sprouse, offers customizable coverage plans tailored to meet your unique needs. Whether it’s safeguarding your family, belongings, or finances, we provide a range of insurance solutions with potential savings through safe driving rewards, bundling options, and various discounts.Auto Insurance: Drive with confidence knowing that you have the right coverage. From collision and comprehensive to rental and rideshare, we offer diverse auto insurance options to fit your needs. Whether you’re a new driver, a business traveler, or a collector, we have policies designed for every situation. As the largest auto insurance provider in the U.S.¹, combining your auto and home policies could lead to even more savings.Homeowners Insurance: Protect your largest investment with State Farm® Homeowners Insurance. Our coverage ensures that you can repair or replace your home and valued items in case of unexpected events. Your personal property is secured, even when you’re away. More homeowners choose State Farm for their home insurance needs over any other insurer².Renters Insurance:
1720 Washington Rd, Washington, PA 15301, United States -
WesBanco Bank - ATM
● OpenWesBanco Bank - ATM, conveniently located at 6 South Main Street in Washington, Pennsylvania, offers a wide range of financial services to meet your banking needs. Whether you need to withdraw cash, check your account balance, or perform other ATM transactions, WesBanco provides a secure and user-friendly experience. As part of WesBanco Bank, Inc., this ATM is supported by a robust financial institution committed to delivering top-tier technology and first-class services to its customers. WesBanco’s commitment is reflected in their continuous enhancements to their Online Banking system, ensuring an improved and seamless digital banking experience.
6 South Main Street, Washington, Pennsylvania 15301, United States -
WesBanco Bank
● ClosedWesBanco Bank, located at the heart of Washington, PA, offers a comprehensive range of financial services designed to meet the needs of both individuals and businesses. Known for its commitment to customer service and community involvement, WesBanco provides a wide array of banking solutions, including personal and business checking accounts, savings accounts, loans, credit cards, and online banking services. Important Notices:
6 South Main Street, Washington, Pennsylvania 15301, United States -
WesBanco Bank - ATM
● OpenWelcome to WesBanco Bank - ATM, conveniently located at 1003 Trinity Circle in Washington, Pennsylvania. Our ATM services offer quick and easy access to your finances, available 24/7 for your convenience. WesBanco is committed to providing top-tier financial services and technology to meet all your banking needs.
1003 Trinity Circle, Washington, Pennsylvania 15301, United States -
WesBanco Bank
● ClosedWesBanco Bank, located at 1003 Trinity Circle in Washington, Pennsylvania, is a reputable financial institution dedicated to providing comprehensive banking and financial services. With a strong commitment to technology and customer service, WesBanco Bank offers a range of products and services designed to meet the needs of individuals, families, and businesses. Services Offered:
1003 Trinity Circle, Washington, Pennsylvania 15301, United States -
WesBanco Bank - ATM
● OpenWesBanco Bank at 728 Washington Road in Pittsburgh, Pennsylvania, offers convenient and secure ATM services for all your financial needs. As a trusted financial institution, WesBanco is committed to providing top-tier technology and first-class services to its customers. Whether you need to withdraw cash, check your account balance, or transfer funds, our ATM is designed to make banking simple and efficient. Important Notice:
728 Washington Road, Pittsburgh, Pennsylvania 15228, United States -
WesBanco Bank
● ClosedWesBanco Bank: Your Trusted Financial Partner Located at 728 Washington Road, Pittsburgh, Pennsylvania 15228, WesBanco Bank is a premier financial institution dedicated to providing exceptional banking and financial services to the local community. As a well-established bank, WesBanco offers a comprehensive range of services, including personal and business banking, loans, credit cards, and investment products.
728 Washington Road, Pittsburgh, Pennsylvania 15228, United States -
Huntington Mortgage Group
● OpenHuntington Mortgage Group: Your Trusted Financial Partner in New Castle, PA Located at 101 E Washington St, New Castle, PA 16101, Huntington Mortgage Group is a cornerstone of the local financial community. Specializing in a wide array of financial services, we are dedicated to supporting individuals and families in their financial growth, health, and safety.
101 E Washington St, New Castle, PA 16101, United States -
Power Team Advisors
● ClosedWelcome to Power Team Advisors, your ultimate "One Stop Shop" for all your business and real estate needs. Located in the heart of Washington, PA, our mission is to empower entrepreneurs and small business owners with the connections, education, and tools they need to succeed—all in one convenient location. Think of us as the Wholesale or Warehouse club for Entrepreneurs!
60 S Lincoln St, Washington, PA 15301, United States -
Ken Kennedy - WesBanco Mortgage Lending Officer
● ClosedLocated in the heart of Wexford, PA, Ken Kennedy serves as a dedicated Mortgage Lending Officer at WesBanco. With a commitment to helping clients achieve their homeownership dreams, Ken offers personalized mortgage solutions tailored to fit individual financial needs. Whether you're a first-time homebuyer or looking to refinance, Ken provides expert guidance throughout the entire mortgage process.
101 Wexford Bayne Rd, Wexford, PA 15090, United States -
Shred Nations
● ClosedShred Nations, located at 4017 Washington Rd, McMurray, PA 15317, is your trusted partner for secure and efficient document destruction services. As a hub for connecting clients with a network of professional shredding providers, Shred Nations offers a variety of solutions to meet your shredding needs, whether personal or business-related. Drop-off shredding is an ideal, cost-effective solution for small-scale projects involving 90 lbs or less of paper. You can conveniently drop off your documents at The UPS Store in McMurray, where they will be securely stored until shredding. This option is perfect for decluttering your workspace and protecting sensitive information without breaking the bank. However, it’s important to note that drop-off services do not include a certificate of destruction and are not suitable for hard drives or electronic devices.
4017 Washington Rd, McMurray, PA 15317, United States -
Shred Nations
● OpenAt Shred Nations, we specialize in connecting individuals and businesses with top-tier paper shredding providers, ensuring your sensitive documents are securely destroyed. Conveniently located in Bridgeville, PA, our drop-off shredding services at The UPS Store offer a cost-effective solution for small-scale shredding projects, perfect for volumes of 90lbs or less. Services Offered:
1597 Washington Pike A38, Bridgeville, PA 15017, United States -
Brendan Lupetin, Esq.
● OpenBrendan Lupetin, Esq., is a dedicated and highly skilled attorney based in Pittsburgh, PA. As a proud partner at Lupetin & Unatin, Brendan specializes in personal injury law and is committed to securing justice for those who have been wronged. Our firm welcomes and appreciates case referrals from other attorneys and is currently accepting new cases. We are honored to review any case referred to us.Our Philosophy: While many attorneys may fear the unpredictability of jury trials, Brendan has unwavering faith in the jury system. He believes that the collective conscience of our community will uphold essential safety rules and ensure that justice prevails.Free Case Evaluation: We offer a no-obligation, free case evaluation to discuss your legal concerns. Fill out the form on our website to schedule your consultation.Our Commitment:
707 Grant St, Pittsburgh, PA 15219, United States -
AccountMaster Inc
● ClosedAccountMaster Inc: Your One Stop Shop for Comprehensive Financial Services Located at 90 W Chestnut St Suite #100UL, Washington, PA 15301, AccountMaster Inc. is a premier Tax Accounting firm serving the Greater Pittsburgh area. We pride ourselves on being a “One Stop Shop” for all your financial services needs, ensuring that our clients can rest easy knowing that their best interests are always at the forefront of our efforts.
90 W Chestnut St Suite #100UL, Washington, PA 15301, United States -
Talen Energy - Lower Mount Bethel Power Plant
● OpenWelcome to Talen Energy - Lower Mount Bethel Power Plant Located at 6079 Depues Ferry Road in Bangor, Pennsylvania, Talen Energy's Lower Mount Bethel Power Plant is a key part of our commitment to generating safe, reliable power while leading the transition to cleaner energy solutions. As one of North America's largest independent power producers, Talen Energy is dedicated to delivering maximum value per megawatt of energy, ensuring that we meet the needs of our people, communities, and stakeholders.
6079 Depues Ferry Road, Bangor, Pennsylvania 18013, United States -
Phillip Temple Christian Methodist
● OpenWelcome to Phillips Temple Christian Methodist Church Located at 754 South 3rd Street, Philadelphia, Pennsylvania, Phillips Temple Christian Methodist Church has been a cornerstone of faith and community in South Philadelphia since its founding in 1946. Under the leadership of The Reverend Dr. William C. Green, we warmly invite you to worship with us every Sunday at 11:15 A.M., either in person or virtually by dialing (978) 990-5000 with Access Code: 424591.
754 South 3rd Street, Philadelphia, Pennsylvania 19147, United States
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