TOP 30 Retirement benefits in Washington, Pennsylvania
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UMWA Health & Retire Funds
● ClosedUMWA Health & Retire Funds is a reputable health and insurance agency located at 470 Johnson Road in Washington, Pennsylvania, United States. This institution provides comprehensive health and retirement benefits to members of the United Mine Workers of America. With a focus on ensuring the well-being and financial security of its members, UMWA Health & Retire Funds offers a range of services and resources to support their physical and financial health. Whether you are a retired miner or a current member, you can rely on UMWA Health & Retire Funds to provide quality healthcare coverage and retirement benefits.
470 Johnson Rd, Washington, PA 15301, United States -
Washington Crossing National Cemetery
● ClosedWashington Crossing National Cemetery Located at 830 Highland Road, Newtown, Pennsylvania, Washington Crossing National Cemetery serves as a lasting tribute to the veterans who have valiantly served the United States. Nestled in the serene landscapes of Bucks County, just a short distance from the historic site of Washington's famous Delaware River crossing, this national cemetery provides a dignified resting place for those who have dedicated their lives to the nation.
830 Highland Road, Newtown, Pennsylvania 18940, United States -
Wabellco Federal Credit Union
● ClosedWabellco Federal Credit Union is a finance institution located at 1277 Park Avenue in Washington, Pennsylvania, United States. We strive to serve our members with the utmost care and dedication, and we appreciate your patience as we work to provide you with the best possible service. Our hours of operation are Monday to Friday from 9:00am to 4:00pm, with extended hours on Thursdays until 5:00pm. You can contact us at 724-225-7522 or email us at [email protected]. Please note that our website may contain links to third-party websites, and while we do not endorse or accept responsibility for their content, we aim to provide convenient access for our members. Thank you for choosing Wabellco Federal Credit Union.
1277 Park Ave, Washington, PA 15301, United States -
First National Bank
● ClosedFirst National Bank, located at 3539 Washington Road in McMurray, Pennsylvania, offers a wide range of financial services for individuals and businesses. From checking and savings accounts to loans and investments, FNB provides full-service solutions to help you achieve your financial goals. Whether you're shopping online or visiting in person, our expert staff is ready to assist you with personalized guidance. Our eStyle account offers a simple way to manage your funds without worrying about overdraft fees, while our Premierstyle Checking account provides exclusive benefits for those with higher balances. For businesses, FNB offers comprehensive financial resources to help you succeed, including business checking accounts and employee benefits packages through First National Insurance Agency. With services like Home Equity Lines of Credit and Asset Secured Term loans, we are here to help you make your dreams a reality. Visit us today to learn more about how FNB can support your financial needs.
3539 Washington Rd, McMurray, PA 15317, 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 -
Life's Financial Solutions
● OpenLife's Financial Solutions is an insurance agency located at 133 Carol Drive in Washington Boro, Pennsylvania, United States. As a proud member of the safe money places Agent Network, we specialize in helping our clients generate lifetime income through fixed annuities. Please note that we do not provide legal or investment advice, and we do not warrant the accuracy of the information on our website. It is important to conduct your own research and consult with a financial professional before making any decisions.
133 Carol Dr, Washington Boro, PA 17582, United States -
Colvin Financial Corporation
● ClosedColvin Financial Corporation is a reputable finance and insurance agency located at 1204 West Washington Street in New Castle, Pennsylvania, United States. With a strong commitment to providing top-notch financial services and insurance products, our experienced team of 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, Colvin Financial Corporation is here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and start securing your financial future.
1204 W Washington St, New Castle, PA 16101, 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 -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a reputable finance institution located at 111 North Washington Avenue in Scranton, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment advice to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, Morgan Stanley Financial Advisors is committed to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation and start planning for a secure financial future.
111 N Washington Ave #201, Scranton, PA 18503, United States -
Stuart Bristow - RBC Wealth Management Financial Advisor
● OpenStuart Bristow - RBC Wealth Management Financial Advisor is a leading financial institution located at 181 Washington Street in Conshohocken, Pennsylvania. As a trusted advisor, Stuart Bristow offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, Stuart Bristow provides expert guidance and support to clients in the United States. Visit our office today to learn more about how we can help you secure your financial future.
181 Washington St Suite 500, Conshohocken, PA 19428, United States -
PLC Financial Solutions
● ClosedPLC Financial Solutions (PLCFS) is a finance institution located at 500 West Office Center Drive in Fort Washington, Pennsylvania, United States. Our practice offers a range of services including asset management, retirement planning, and legacy planning for individuals and families. We have expertise in traditional approaches to financial planning as well as a dynamic approach to address personal and business circumstances. At PLCFS, we emphasize the importance of investing for your retirement and taking control of your financial future. We believe in the significance of financial education and the need to make your savings last throughout your retirement years. We understand the challenges that retirees face in ensuring their nest egg lasts a lifetime and offer solutions such as long term care insurance to provide security and peace of mind.
500 W Office Center Dr Suite 400, Fort Washington, PA 19034, United States -
Schwartz Financial Services
● ClosedSchwartz Financial Services is a reputable finance and insurance agency located at 1105 Taylorsville Road in Washington Crossing, Pennsylvania, United States. With a team of experienced professionals, Schwartz Financial Services offers a wide range of financial services including investment planning, retirement planning, insurance solutions, and more. Whether you are looking to secure your financial future or protect your assets, Schwartz Financial Services is dedicated to providing personalized solutions to meet your specific needs. Visit us today to start planning for a more secure tomorrow.
1105 Taylorsville Rd #321, Washington Crossing, PA 18977, United States -
John Bamberger, Bankers Life Agent and Bankers Life Securities Financial Representative
● ClosedJohn Bamberger, Bankers Life Agent and Bankers Life Securities Financial Representative, located at 3939 West Ridge Road, Erie, Pennsylvania, offers a wide range of insurance options including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Financial Advisor, John Bamberger can provide valuable information on Medicare Advantage and help you plan for long-term care needs. With rising healthcare costs and increasing life expectancy, it's important to be prepared for the future. Contact John Bamberger today to start planning your next steps towards financial security and peace of mind.
3939 W Ridge Rd Ste B8 # B7, Erie, PA 16506, United States -
Donald Frenz - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDonald Frenz is a financial advisor at Ameriprise Financial Services, LLC located at 425 South Main Street, Washington, Pennsylvania, United States. Donald Frenz holds various 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 cover a wide range of financial planning topics such as asset management, retirement planning, estate planning, and more. Donald Frenz is dedicated to providing expert financial advice and assistance to individuals, retirees, small business owners, and high net worth clients.
425 S Main St, Washington, PA 15301, United States -
Edward Jones - Financial Advisor: Cory J Phillips, CRPC
● OpenEdward Jones - Financial Advisor: Cory J Phillips, CRPC is a trusted financial institution located at 3035 Washington Road in McMurray, Pennsylvania. As a Certified Retirement Planning Counselor, Cory J Phillips offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Cory J Phillips can provide the guidance and support you need. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Cory J Phillips, CRPC is dedicated to helping clients secure their financial future.
3035 Washington Rd # 1, McMurray, PA 15317, 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 -
Richele Miller, Bankers Life Agent and Bankers Life Securities Financial Representative
● ClosedRichele Miller, Bankers Life Agent and Bankers Life Securities Financial Representative is located at 3939 West Ridge Road in Erie, Pennsylvania. Our institution offers a wide range of insurance options, including core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our experienced agents can help you navigate the complex world of Medicare Advantage plans, finding the right coverage for your needs. With the rising costs of healthcare and longer life expectancies, planning for long-term care is essential. Let us help you start planning for the future and have important discussions with your loved ones. Contact us today to take the next step towards financial security and peace of mind.
3939 W Ridge Rd Ste B8 # B7, Erie, PA 16506, 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 -
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 -
Christopher Lundmark - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedChristopher Lundmark is a financial advisor at Ameriprise Financial Services, LLC, located at 161 Washington Street in Conshohocken, Pennsylvania, United States. With a focus on understanding your unique goals and priorities, Christopher offers personalized financial advice to help you navigate life's expected and unexpected financial challenges. By working with Christopher, you can feel more confident and in control of your financial future. Background and qualification information for Christopher Lundmark can be found on FINRA's BrokerCheck website. The Ameriprise Financial Services, LLC Client Relationship Summary Disclosure is also available for further information.
161 Washington St #1300, Conshohocken, PA 19428, United States -
Lincoln Investment Planning
● ClosedLincoln Investment Planning, located in Philadelphia, Pennsylvania, is a finance institution that empowers advisors to offer quality investment, insurance, and retirement products to help clients achieve their long-term financial goals. With a long-standing clearing arrangement with BNY Mellon’s Pershing, we provide a single custodial platform and utilize Pershing X’s Wove wealth management platform for technology solutions. Educators and non-profit employees can benefit from our expertise in 403(b) plans, helping them turn savers into investors for financial well-being. Our advisors create tailored strategies based on individual needs, comfort levels, and goals. With over 4,000 employers trusting our products and services, we offer flexibility and freedom of choice for conducting business. Contact us at Lincoln Investment 601 Office Center Drive, Suite 300 Fort Washington, PA 19034 for more information. Advisory services are offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers, with securities offered through Lincoln Investment Broker-Dealer, Member FINRA/SIPC. Please note that tax, legal, or Social Security claiming advice is not offered through or supervised by Lincoln Investment or Capital Analysts.
Philadelphia, PA 19103, United States -
Aaron H. Weierbach - RBC Wealth Management Financial Advisor
● ClosedAaron H. Weierbach - RBC Wealth Management Financial Advisor is a trusted financial institution located at 181 Washington Street in Conshohocken, Pennsylvania. As a dedicated financial advisor, Aaron H. Weierbach offers personalized wealth management services to help clients achieve their financial goals. With a focus on building strong relationships and providing expert financial advice, this institution strives to help clients make informed decisions about their investments and financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Aaron H. Weierbach - RBC Wealth Management Financial Advisor is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
181 Washington St Suite 500, Conshohocken, PA 19428, United States -
Tom May - Licensed Insurance Agent
● ClosedTom May - Licensed Insurance Agent is an insurance agency located at 425 North Washington Avenue in Scranton, Pennsylvania, United States. As a licensed insurance agent, I specialize in providing group or individual benefits, including life, health, disability, and Medicare plans. I have the privilege of representing some of the world's largest and most trusted insurance carriers. Whether you have questions about Medicare, need protection for your loved ones, or want to plan for a secure financial future, I have access to a variety of insurance products to tailor a plan that meets your family's needs. During a free needs assessment, we will work together to determine the best way to protect you, your family, or your business.
425 N Washington Ave, Scranton, PA 18503, United States -
Jessica Deifer, Bankers Life Agent
● ClosedJessica Deifer, Bankers Life Agent in Allentown, Pennsylvania, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Jessica can help you find the right coverage for your needs. With options that include prescription drug coverage and low monthly premiums, Medicare Advantage plans offer peace of mind with an annual maximum out of pocket limit. In addition, Jessica can assist with long-term care planning to ensure you and your loved ones are prepared for the future. Visit Jessica Deifer, Bankers Life Agent at 5000 Tilghman Street to start planning your next steps today.
5000 Tilghman St Ste 310, Allentown, PA 18104, 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 -
Sounubon Sikhounmeuang, Bankers Life Agent
● ClosedSounubon Sikhounmeuang, Bankers Life Agent in Bensalem, Pennsylvania, is an insurance agency offering a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Sounubon Sikhounmeuang, as a Unit Field Trainer and Insurance Sales Representative, specializes in helping clients compare Medicare Advantage plans to find the right coverage. Medicare Advantage (Part C) is a comprehensive alternative to Original Medicare, offering similar coverage with the added benefit of prescription drug coverage. With an annual maximum out of pocket limit and some plans offering premiums as low as $0 per month, Sounubon Sikhounmeuang can assist in finding the best plan for your needs. In addition, as the need for long-term care becomes more inevitable, Sounubon Sikhounmeuang can help you start planning for the future and have discussions with your loved ones. Visit Sounubon Sikhounmeuang, Bankers Life Agent in Bensalem, PA, at 3331 Street Road to begin preparing for your next steps in insurance planning.
3331 Street Rd Ste 301, Bensalem, PA 19020, United States -
Kristen Black, Bankers Life Agent
● ClosedKristen Black, Bankers Life Agent is an insurance agency located at 3939 West Ridge Road in Erie, Pennsylvania, United States. Kristen Black, an Insurance Sales Representative in Erie, PA, offers a comprehensive range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our agents specialize in helping clients compare Medicare Advantage plans to find the most suitable coverage. Medicare Advantage (Part C) is an all-in-one alternative to Original Medicare Parts A and B, offering similar coverage with the option of prescription drug coverage (Part D). These plans include an annual maximum out-of-pocket limit, and some even have premiums as low as $0 per month.
3939 W Ridge Rd Ste B8 # B7, Erie, PA 16506, United States -
Danna Holmes, Bankers Life Agent
● ClosedDanna Holmes, Bankers Life Agent is an insurance agency located at 3939 West Ridge Road in Erie, Pennsylvania, United States. Our team of agents offers a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One of our specialties is helping clients navigate their Medicare options. We can assist you in comparing Medicare Advantage plans to find the coverage that best suits your needs. Medicare Advantage (Part C) is a comprehensive alternative to Original Medicare, providing similar coverage with the added benefit of prescription drug coverage (Part D). Some plans even offer premiums as low as $0 per month and include an annual maximum out-of-pocket limit.
3939 W Ridge Rd Ste B8 # B7, Erie, PA 16506, United States -
Justin Agnew, Bankers Life Agent
● ClosedJustin Agnew, Bankers Life Agent is an insurance agency located at 15 Woodland Center Drive in Grove City, Pennsylvania, United States. Our agents offer a wide range of insurance options, including core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients compare Medicare Advantage plans to find the right coverage for their needs. Medicare Advantage (Part C) is an all-in-one alternative to Original Medicare, offering similar coverage with the option of prescription drug coverage. These plans also include an annual maximum out of pocket limit, with some plans available for as low as $0 per month. As the need for long-term care becomes more inevitable, it's crucial to start planning ahead and have discussions with your loved ones. Let us help you prepare for your future healthcare needs.
15 Woodland Ctr Dr Ste 2, Grove City, PA 16127, United States
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