Retirement advisor services in Wilkes-Barre, Pennsylvania
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Merrill Lynch Financial Advisor Stacey A Wyandt
● ClosedMerrill Lynch Financial Advisor Stacey A Wyandt, located at 600 Baltimore Drive, Wilkes-Barre, Pennsylvania, United States, is dedicated to managing your wealth with a deep understanding of your financial picture. Stacey Wyandt can help create a flexible strategy tailored to your goals, with access to investment insights from Merrill and banking solutions from Bank of America. With over 20 years of experience, Stacey is passionate about building strong client relationships based on trust and personalized service. By utilizing tools like Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, Stacey can help you develop a financial approach that reflects your unique needs and priorities. Whether you're planning for retirement, saving for a home, or funding a child's education, Stacey is committed to helping you achieve your goals. Reach out to Stacey Wyandt for personalized advice and guidance on managing your wealth and pursuing your financial aspirations.
600 Baltimore Dr, Wilkes-Barre, PA 18702, United States -
Northwestern Mutual - Scranton/Wilkes-Barre
● OpenNorthwestern Mutual - Scranton/Wilkes-Barre is a leading financial institution located at 52 Glenmaura National Boulevard in Moosic, Pennsylvania, United States. Specializing in providing comprehensive financial planning, investment strategies, and insurance solutions, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their future. With a team of experienced financial advisors, Northwestern Mutual offers personalized services tailored to each client's unique needs. Whether you are planning for retirement, saving for your children's education, or protecting your assets, Northwestern Mutual is committed to providing expert guidance and support every step of the way.
52 Glenmaura National Blvd, Moosic, PA 18507, United States -
Kevin J Krugel - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKevin J Krugel - Financial Advisor, Ameriprise Financial Services, LLC, located at 100 Wilkes-Barre Boulevard in Wilkes-Barre, Pennsylvania, offers personalized financial advice, investments, and solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Kevin J Krugel can assist in saving for major purchases or meeting current financial needs. Background and qualification information can be found on FINRA's BrokerCheck website, and clients can access the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure for additional information. Kevin J Krugel may only conduct securities business in states where properly registered, as listed on FINRA's BrokerCheck website. The institution provides an initial consultation to discuss financial planning concepts and does not guarantee future financial results. Clients can rely on the Ameriprise Financial Website Rules and Regulations for terms of use, and Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Referrals are welcome, and clients can expect to hear from Kevin J Krugel soon to discuss their financial goals.
100 Wilkes-Barre Blvd Ste 312, Wilkes-Barre, PA 18702, United States -
Joseph P Krugel Jr - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJoseph P Krugel Jr is a financial advisor at Ameriprise Financial Services, LLC located at 100 Wilkes-Barre Boulevard in Wilkes-Barre, Pennsylvania, United States. Joseph 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®, 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 various areas of financial planning including asset management, retirement planning, estate planning, investment management, and more. Joseph is dedicated to providing comprehensive and personalized financial advice to his clients, helping them achieve their financial goals and secure their future.
100 Wilkes-Barre Blvd Ste 312, Wilkes-Barre, PA 18702, United States -
Mark Katarsky - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMark Katarsky - Financial Advisor at Ameriprise Financial Services, LLC, located at 100 Wilkes-Barre Boulevard in Wilkes-Barre, Pennsylvania, offers a wide range of financial services to meet the needs of individuals and businesses. Mark Katarsky holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, investment strategies, estate planning, and retirement planning. With a focus on ethical practices and continuing education, Mark Katarsky is committed to providing comprehensive financial advice to his clients. Whether you are planning for retirement, managing investments, or navigating complex financial decisions, Mark Katarsky can help guide you towards a secure financial future.
100 Wilkes-Barre Blvd Ste 210, Wilkes-Barre, PA 18702, United States -
Merrill Lynch Financial Advisor Stephen J Rosenthal
● ClosedMerrill Lynch Financial Advisor Stephen J Rosenthal is a finance institution located at 600 Baltimore Drive, Wilkes-Barre, Pennsylvania, United States. The Youngman, Rosenthal & Shaffer Wealth Management Group at Merrill Lynch is dedicated to providing exemplary client service and has been recognized as one of Forbes "Best-in-State Wealth Management Teams" in 2023 and 2024. With over 145 years of combined experience, the team is committed to helping clients achieve their financial goals, whether it be retirement planning, education funding, home purchasing, or estate planning. They take the time to understand each client's unique needs and design a customized wealth management plan to help them pursue their personal financial goals while managing investment risk. The institution offers personalized investment strategies and comprehensive financial solutions to address the evolving needs and priorities of clients. Merrill Lynch Wealth Management Advisors prioritize building strong client relationships based on trust and personalized service, helping clients navigate the complexities of their financial lives and achieve their goals.
600 Baltimore Dr, Wilkes-Barre, PA 18702, United States -
Merrill Lynch Financial Advisor Charles L Youngman
● ClosedMerrill Lynch Financial Advisor Charles L Youngman is located at 600 Baltimore Drive in Wilkes-Barre, Pennsylvania, United States. This finance institution is part of the Youngman, Rosenthal & Shaffer Wealth Management Group and is supported by the global resources of Merrill. With over 145 years of combined experience, the team at Merrill Lynch is dedicated to helping clients achieve their financial goals, whether it's planning for retirement, funding education, purchasing a home, or estate planning. The advisors at Merrill Lynch focus on building strong client relationships based on trust and personalized service. They believe in using wealth to help turn goals into reality, and offer customized wealth management plans to help clients pursue their personal financial goals while managing investment risk. The institution uses the Investment Personality Assessment to understand clients better as investors and tailor financial approaches accordingly.
600 Baltimore Dr, Wilkes-Barre, PA 18702, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a finance institution located at 1230 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. As a trusted name in the financial industry, Wells Fargo Advisors offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced advisors, they provide personalized financial planning, investment management, and wealth management solutions. Whether you are looking to build your portfolio, plan for retirement, or save for the future, Wells Fargo Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
1230 PA-315, Wilkes-Barre, PA 18702, United States -
Ed Katarsky - Ameriprise Financial Services, LLC
● ClosedEd Katarsky - Ameriprise Financial Services, LLC is a finance institution located at 100 Wilkes-Barre Boulevard in Wilkes-Barre, Pennsylvania, United States. They offer a wide range of financial services and certifications to help individuals with their asset management, retirement planning, estate planning, and investment needs. The institution provides services such as the AAMS™ certification, ADPA™ designation, AEP® designation, AIF® designation, APMA™ designation, AWMA℠ certification, Behavioral Financial Advisor certification, CAP® designation, CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist designation, Chartered Financial Consultant® designation, Chartered Special Needs Consultant certification, Certified Investment Management Analyst® designation, Certified Kingdom Advisor® designation, Certified in Long-Term Care program, and Chartered Life Underwriter Designation®. The institution also provides training for Certified Military Financial Advisor® designation to serve veterans and military personnel. With a focus on ethics and expertise, Ed Katarsky - Ameriprise Financial Services, LLC aims to provide comprehensive financial planning services to individuals and families.
100 Wilkes-Barre Blvd Ste 210, Wilkes-Barre, PA 18702, United States -
Merrill Lynch Financial Advisor Mathew D Shaffer
● ClosedMerrill Lynch Financial Advisor Mathew D Shaffer is a finance institution located at 600 Baltimore Drive, Wilkes-Barre, Pennsylvania, United States. The institution is part of the Youngman, Rosenthal & Shaffer Wealth Management Group and is supported by the global resources of Merrill. The team of advisors at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The advisors have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. With over 145 years of combined experience, the team at Youngman, Rosenthal & Shaffer Group is committed to helping clients achieve their financial goals, whether it's planning for retirement, funding education, purchasing a home, or estate planning. The advisors take the time to ask questions and listen carefully to understand each client's unique financial situation and goals. Together, they design and implement a customized wealth management plan to help clients pursue their personal financial goals while managing investment risk.
600 Baltimore Dr, Wilkes-Barre, PA 18702, United States -
Sharif Financial Services
● ClosedSharif Financial Services is a reputable accounting and finance institution located in Wilkes-Barre, Pennsylvania, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. From tax preparation and bookkeeping to financial planning and investment management, we are dedicated to helping our clients achieve their financial goals. Trust Sharif Financial Services for all your accounting and finance needs.
15 Public Square, Lobby Rear, #102, Wilkes-Barre, PA 18701, United States -
Bankers Life
● ClosedBankers Life is a finance, health, and insurance agency located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, Washington National Insurance Company, and partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. Planning for long-term care is crucial as healthcare costs rise, and our team is here to help you prepare for the future. We are currently recruiting agents, managers, and investment professionals who are passionate about helping others achieve financial security in retirement. Our award-winning training programs and flexible schedules provide a path to success in your local branch office. Join us at Bankers Life and achieve more in your career.
613 Baltimore Dr, Wilkes-Barre, PA 18702, United States -
The Hazzouri Group - Morgan Stanley
● OpenThe Hazzouri Group at Morgan Stanley is a renowned financial institution located at 1065 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. With a team of experienced financial advisors, they offer a wide range of services including investment management, retirement planning, and wealth management. Clients can trust The Hazzouri Group to provide personalized financial solutions tailored to their individual needs and goals. With a commitment to excellence and a track record of success, The Hazzouri Group at Morgan Stanley is a trusted partner in helping clients achieve their financial objectives.
1065 PA-315 #401, Wilkes-Barre, PA 18702, United States -
Financial Growth Partners
● ClosedFinancial Growth Partners is a leading finance and insurance agency located at 1140 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. Whether you are looking for investment advice, insurance coverage, or retirement planning services, we are here to provide personalized solutions tailored to your specific needs. Trust Financial Growth Partners to be your partner in financial success.
1140 PA-315 Suite 203, Wilkes-Barre, PA 18702, United States -
Lewis, Litwinsky, & Associates of the Princeton Group
● ClosedLewis, Litwinsky, & Associates of the Princeton Group is a reputable finance and insurance agency located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania. With a commitment to providing top-notch financial and insurance services to individuals and businesses, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Lewis, Litwinsky, & Associates of the Princeton Group is here to provide personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure your financial future.
613 Baltimore Dr # 3, Wilkes-Barre, PA 18702, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 600 Baltimore Drive in Wilkes-Barre, Pennsylvania, is a leading finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. With years of combined knowledge and experience, our financial advisors provide strategies for retirement income planning, guidance on investments, estate planning services, and more. We are committed to client satisfaction and helping you achieve your long-term financial goals. Our advisors are supported by the resources of Merrill Lynch Wealth Management and Bank of America to provide you with the best financial solutions. Through our charitable outreach, we support the communities where we live and work. Whether you are just starting your career or looking for a new opportunity, consider joining our team of dedicated advisors who receive professional training and mentoring. Trust Merrill Lynch Wealth Management to help you navigate the complexities of the financial world and reach your financial and life goals.
600 Baltimore Dr, Wilkes-Barre, PA 18702, United States -
The Murray Team - Morgan Stanley
● OpenThe Murray Team at Morgan Stanley is a renowned finance institution located at 1065 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. With a team of experienced financial advisors, they offer a wide range of services including investment management, wealth planning, retirement planning, and more. Their commitment to providing personalized solutions and expert guidance makes them a trusted partner for individuals and businesses looking to secure their financial future. Visit The Murray Team at Morgan Stanley for all your financial needs.
1065 PA-315 #401, Wilkes-Barre, PA 18702, United States -
Chancellor Financial Group
● ClosedChancellor Financial Group is a leading finance institution located at 60 Public Square in Wilkes-Barre, Pennsylvania, United States. With a team of experienced financial experts, Chancellor Financial Group offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Chancellor Financial Group is dedicated to providing personalized solutions to meet your needs. Trust Chancellor Financial Group to help you navigate the complexities of the financial world and secure a prosperous future.
60 Public Square Suite 600, Wilkes-Barre, PA 18701, United States -
Patrick Lenahan - Morgan Stanley
● OpenPatrick Lenahan - Morgan Stanley is a leading finance institution located in Wilkes-Barre, Pennsylvania. As part of the renowned Morgan Stanley brand, we provide top-notch financial services to our clients, helping them achieve their financial goals and secure their future. Our team of experienced professionals at 1065 Pennsylvania 315 is dedicated to providing personalized financial advice and investment strategies tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Patrick Lenahan - Morgan Stanley is here to help you every step of the way.
1065 PA-315 #401, Wilkes-Barre, PA 18702, United States -
Berkshire Asset Management Llc
● ClosedBerkshire Asset Management LLC is a finance institution located at 46 Public Square in Wilkes-Barre, Pennsylvania, United States. With a focus on providing expert financial guidance and investment management services, Berkshire Asset Management LLC aims to help clients achieve their financial goals and secure their future. The institution prides itself on its personalized approach, tailored to each client's unique needs and circumstances. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Berkshire Asset Management LLC is dedicated to helping you succeed.
46 Public Square #700, Wilkes-Barre, PA 18701, United States -
John Cyprich, Bankers Life Agent and Bankers Life Securities Financial Representative
● ClosedJohn Cyprich, Bankers Life Agent and Bankers Life Securities Financial Representative, located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania, is your go-to insurance agency for all your insurance needs. John Cyprich, a Financial Advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., offers a wide range of insurance options from core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. At John Cyprich, you can find the right Medicare Advantage plan to suit your needs. Medicare Advantage (Part C) is an all-in-one alternative to Original Medicare Parts A and B, offering similar coverage with the added benefit of prescription drug coverage (Part D). With annual maximum out-of-pocket limits and some plans offering premiums as low as $0 per month, our agents can help you compare and choose the best plan for you.
613 Baltimore Dr, Wilkes-Barre, PA 18702, United States -
Mary Mcevoy-Dockeray - Morgan Stanley
● OpenMary Mcevoy-Dockeray - Morgan Stanley is a finance institution located at 1065 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. As a branch of the renowned Morgan Stanley, the institution offers a wide range of financial services including wealth management, investment advisory, and retirement planning. With a team of experienced financial advisors led by Mary Mcevoy-Dockeray, clients can expect personalized financial solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Mary Mcevoy-Dockeray - Morgan Stanley is dedicated to helping you achieve financial success.
1065 PA-315 #401, Wilkes-Barre, PA 18702, United States -
Mark W Korlishin - Morgan Stanley
● OpenMark W Korlishin - Morgan Stanley is a finance institution located at 1065 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. The institution offers a wide range of financial services, including investment management, wealth management, and financial planning. With a team of experienced professionals, Mark W Korlishin - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the experts at Mark W Korlishin - Morgan Stanley can provide personalized solutions to meet your needs.
1065 PA-315 #401, Wilkes-Barre, PA 18702, United States -
Meridian Financial Associates
● ClosedMeridian Financial Associates is a reputable finance institution located at 1140 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. With a commitment to providing top-notch financial services, Meridian Financial Associates offers a wide range of financial solutions tailored to meet the needs of individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Meridian Financial Associates is dedicated to helping you achieve your financial goals. Trust in Meridian Financial Associates for expert guidance and personalized service in the world of finance.
1140 PA-315 Suite 203, Wilkes-Barre, PA 18702, United States -
Candice S Tohme - Morgan Stanley
● OpenCandice S Tohme - Morgan Stanley is a finance institution located at 1065 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing personalized financial services to help clients achieve their goals. Whether you are planning for retirement, investing for the future, or managing your wealth, we are here to help. Contact us today to schedule a consultation and learn more about how we can assist you in reaching your financial objectives.
1065 PA-315 #401, Wilkes-Barre, PA 18702, United States -
Robert Phillips - Morgan Stanley
● OpenRobert Phillips - Morgan Stanley is a prestigious finance institution located at 1065 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. With a strong reputation for excellence in financial services, Robert Phillips - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. The team of experienced professionals at this institution is dedicated to providing personalized guidance and tailored strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets, Robert Phillips - Morgan Stanley is committed to delivering top-notch financial advice and services.
1065 PA-315 #401, Wilkes-Barre, PA 18702, United States -
Ulyricia Pittman, Bankers Life Agent
● OpenUlyricia Pittman, Bankers Life Agent is an insurance agency located at 613 Baltimore Drive, Wilkes-Barre, Pennsylvania, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, Washington National Insurance Company, as well as partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising cost of healthcare, long-term care planning is essential. Our team is here to guide you through the process and help you prepare for the future. We are currently recruiting for agent, manager, and investment professional positions. If you are passionate about helping others achieve financial security in retirement, our award-winning training programs and flexible career opportunities can help you reach your goals. Join us at Bankers Life and start achieving more today!
613 Baltimore Dr, Wilkes-Barre, PA 18702, United States -
Susan Long, Bankers Life Agent
● ClosedSusan Long, Bankers Life Agent is an insurance agency located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania, United States. The institution offers a wide range of insurance products and services to help individuals and families protect their financial future. With a team of experienced professionals, including Financial Representatives, Insurance Sales Representatives, Financial Advisors, and Branch Sales Managers, Susan Long, Bankers Life Agent is dedicated to providing personalized and comprehensive insurance solutions. Whether you are looking for life insurance, retirement planning, or long-term care coverage, the team at Susan Long, Bankers Life Agent is here to help. Contact us today to discuss your insurance needs and secure your financial well-being.
613 Baltimore Dr, Wilkes-Barre, PA 18702, United States -
Jamie Dileo, Bankers Life Agent
● ClosedJamie Dileo, Bankers Life Agent is an insurance agency located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania. As a dedicated Bankers Life agent, Jamie Dileo offers personalized insurance solutions to help individuals and families protect their financial future. With a focus on providing excellent customer service and expert advice, Jamie Dileo is committed to helping clients find the right insurance coverage to meet their needs. Contact Jamie Dileo, Bankers Life Agent today to learn more about the insurance options available.
613 Baltimore Dr, Wilkes-Barre, PA 18702, United States -
Stacy Stewart- Keeler, Bankers Life Agent
● OpenStacy Stewart-Keeler, Bankers Life Agent is a reputable insurance agency located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania, United States. As a trusted Bankers Life Agent, Stacy Stewart-Keeler provides expert guidance and personalized insurance solutions to meet the unique needs of each client. With a commitment to exceptional customer service and a deep understanding of insurance products, clients can trust Stacy Stewart-Keeler to help protect their financial future. Contact them today to learn more about their insurance offerings and how they can help you secure peace of mind.
613 Baltimore Dr, Wilkes-Barre, PA 18702, United States
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