Retirement and insurance expert in Pennsylvania
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Secure Money Advisors
● ClosedSecure Money Advisors: Your Trusted Partner in Financial Security Located at 504 S Main St, Zelienople, PA 16063, Secure Money Advisors specializes in providing expert financial guidance to help you grow your portfolio with low-risk investments and navigate your retirement journey with confidence. Founded by Brian Quaranta, who has risen from a modest upbringing to become a leading figure in the financial sector, Secure Money Advisors is built on the core values of knowing our clients, gaining their trust, and helping them build a secure future.
504 S Main St, Zelienople, PA 16063, United States -
Fund Small Business Loans Pittsburgh PA
● Closed645 Boggs Avenue, Pittsburgh, Pennsylvania 15211, 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 -
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 -
AD Financial Partners
● ClosedAD Financial Partners is a premier financial services firm located at 8700 Perry Hwy #200, Pittsburgh, PA 15237, United States. Specializing in a wide array of financial solutions, AD Financial Partners is dedicated to helping individuals, families, and businesses achieve their financial goals. Our expert team offers personalized services in financial planning, investment management, retirement planning, tax strategies, and insurance solutions. With a client-centered approach, we strive to provide comprehensive and tailored financial advice to ensure long-term financial stability and growth. At AD Financial Partners, your financial success is our top priority.
8700 Perry Hwy #200, Pittsburgh, PA 15237, 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 -
The KPC Investment Group
● ClosedThe KPC Investment Group, located in the heart of Pittsburgh at PPG Place, Suite 2900, is a premier financial services firm dedicated to providing exceptional investment and wealth management solutions. Our team of seasoned advisors, including Ken Kuska, Pam Pasterick, and Kathy Corrales, is registered to conduct business across numerous states in the U.S., ensuring a broad reach and personalized service for our clients.
PPG Place, One, Suite 2900, Pittsburgh, PA 15222, 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 -
Northwestern Mutual - Thomas Swartout
● ClosedNorthwestern Mutual - Thomas Swartout, located at 600 Grant St, Pittsburgh, PA 15219, is a distinguished financial services firm dedicated to helping clients achieve financial security and success. Specializing in a comprehensive range of financial planning services, Thomas Swartout and his team provide expert guidance in areas such as life insurance, retirement planning, investment strategies, and wealth management. With a client-centered approach, they tailor financial solutions to meet the unique needs and goals of individuals, families, and businesses. At Northwestern Mutual - Thomas Swartout, clients receive personalized, reliable advice and support to navigate their financial journeys with confidence and peace of mind.
600 Grant St, 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 -
Northwestern Mutual - David Shields
● ClosedNorthwestern Mutual - David Shields is a reputable financial services firm located at 600 Grant Street in the heart of Pittsburgh, PA. Specializing in comprehensive financial planning, David Shields and his team are dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. The firm offers a wide array of services including retirement planning, investment management, insurance solutions, and wealth management. With a commitment to integrity and excellence, Northwestern Mutual - David Shields provides tailored financial solutions designed to secure your financial future and bring peace of mind. Whether you are an individual, family, or business owner, you can rely on their professional expertise and client-centered approach to guide you through every financial decision.
600 Grant St, 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 -
Dustin Lindley - Prudential Financial
● ClosedWelcome to Dustin Lindley - Prudential Financial, your trusted partner in securing a financially stable future. Conveniently located at 4225 Durham Road, Ottsville, Pennsylvania, we are committed to providing exceptional financial and insurance services tailored to meet your individual needs. At Dustin Lindley - Prudential Financial, we understand that navigating the complexities of finance and insurance can be daunting. That's why our dedicated team of experts is here to offer personalized solutions, whether you're planning for retirement, investing for the future, or protecting your assets with comprehensive insurance coverage.
4225 Durham Road, Ottsville, Pennsylvania 18942, 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 -
Prudential Financial
● OpenWelcome to Prudential Financial, your trusted insurance agency located at 130 Buck Road, Holland, Pennsylvania. We are dedicated to providing comprehensive insurance solutions tailored to meet the unique needs of our clients. Our team of experienced professionals is committed to delivering exceptional service and expert guidance to help you secure your financial future. Whether you're looking for life insurance, retirement planning, or investment strategies, Prudential Financial offers a wide range of products designed to protect you and your loved ones. Visit us today and discover how we can help you achieve peace of mind and financial security.
130 Buck Road, Holland, Pennsylvania 18966, United States -
Gazlind Hysko, Bankers Life Agent
● OpenWelcome to Gazlind Hysko, your dedicated Bankers Life Agent located at 3331 Street Road, Bensalem, Pennsylvania. As a trusted insurance agency, we provide a comprehensive range of insurance solutions tailored to meet your needs. Our offerings include core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, along with additional options from our esteemed partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare®, and Wellcare. Navigating Medicare can be complex, but our experts are here to guide you through the process. We help you compare Medicare Advantage plans to ensure you find the right coverage that suits your lifestyle and healthcare needs. As longevity increases and healthcare costs rise, planning for long-term care is essential. We encourage you to start conversations with your loved ones and prepare for the future today.
3331 Street Road, Bensalem, Pennsylvania 19020, 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
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