TOP 30 Retirement lifestyle planning in Pennsylvania
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Strategic Lifestyle Advisors
● ClosedStrategic Lifestyle Advisors is a finance and insurance agency located at 269 Main Street in Greenville, Pennsylvania, United States. Our team of expert advisors is dedicated to helping individuals and families achieve their financial goals and protect their assets. Whether you are planning for retirement, investing for the future, or looking for insurance coverage, we provide personalized strategies tailored to your unique lifestyle and needs. Contact us today to schedule a consultation and start building a secure financial future.
269 Main St, Greenville, PA 16125, United States -
Destination Retirement
● ClosedDestination Retirement is a finance institution located at 1550 Pond Road in Allentown, Pennsylvania, United States. Our mission is to help individuals plan for a secure and comfortable retirement by understanding how retirement income streams work economically and how to efficiently allocate savings. We believe that long-term savings should be purpose-driven, with the goal of creating a sustainable income stream in retirement. Our team at Destination Retirement can help you navigate the complexities of retirement planning, including determining distribution rates, managing fluctuating rates of return, and diversifying your retirement savings to create higher income streams.
1550 Pond Rd Suite 140, Allentown, PA 18104, United States -
Professional Planning Associates
● OpenProfessional Planning Associates is a renowned finance institution located at 400 Market Street in Philadelphia, Pennsylvania, United States. With a team of experienced financial experts, Professional Planning Associates offers comprehensive financial planning services to help individuals and businesses achieve their financial goals. From retirement planning to investment management, their services are tailored to meet the unique needs of each client. With a commitment to excellence and a track record of success, Professional Planning Associates is a trusted partner in financial planning.
400 Market St ste 360, Philadelphia, PA 19106, United States -
retirement - Futurity First Pittsburgh
● OpenRetirement - Futurity First Pittsburgh is a leading financial institution located at 5700 Corporate Drive in Pittsburgh, Pennsylvania, United States. Specializing in retirement planning, the institution offers a wide range of services to help individuals secure their financial future. With a team of experienced professionals, Retirement - Futurity First Pittsburgh provides personalized guidance and solutions to help clients achieve their retirement goals. Whether you are looking to invest for the future or plan for your retirement, this institution is dedicated to helping you navigate the complexities of financial planning with confidence and peace of mind.
5700 Corporate Dr #485, Pittsburgh, PA 15237, United States -
United Retirement Advisor Group
● OpenUnited Retirement Advisor Group is a finance institution located at 992 Old Eagle School Road, Wayne, Pennsylvania, United States. We specialize in helping individuals build a spectacular life in retirement by establishing an income road map for years to come. Our goal is to provide greater certainty with a retirement plan that fits your lifestyle and aligns with your unique goals. At United Retirement Advisor Group, we understand that retirement is a different ballgame. Instead of growing your assets, you're focused on distribution, and we are here to help you navigate this new phase of your financial journey. Our team will work with you to create a retirement income strategy that you cannot outlive, using insurance products that fit your needs.
992 Old Eagle School Rd # 913, Wayne, PA 19087, United States -
Chartiers Bend Retirement Resort
● OpenWelcome to Chartiers Bend Retirement Resort, a premier destination for all-inclusive independent retirement living located at 1001 Hastings Park Dr, Bridgeville, PA 15017, United States. Nestled in the beautiful South Hills of Pittsburgh, our community is surrounded by 600 acres of pristine parkland, complete with scenic trails and mature trees, offering a tranquil yet vibrant environment for our residents. At Chartiers Bend, we pride ourselves on providing a luxurious lifestyle for individuals aged 55 and over. Our retirement community offers 24/7 service, resort-style dining, and lavish accommodations designed to cater to your every need. With no buy-in fees or long-term leases, you can enjoy all the benefits of our community with the convenience of a single monthly rent.
1001 Hastings Park Dr, Bridgeville, PA 15017, United States -
South Hills Square Retirement Resort
● OpenWelcome to South Hills Square Retirement Resort, the premier destination for all-inclusive independent retirement living in Pittsburgh, PA. Conveniently located at 3603 McRoberts Rd, just six miles from the bustling heart of downtown Pittsburgh, our community offers the perfect blend of urban accessibility and a warm, village-like atmosphere. At South Hills Square, we pride ourselves on providing a luxurious lifestyle for those aged 55 and over. Our all-inclusive community is designed for residents who seek comfort, convenience, and a touch of elegance. With 24/7 service, resort-style dining, and lavish accommodations, we ensure that every day feels like a vacation.
3603 McRoberts Rd, Pittsburgh, PA 15234, United States -
Passavant Retirement & Health
● OpenPassavant Retirement & Health is a premier healthcare and retirement community located at 300 West Beaver Street, Zelienople, Pennsylvania 16063, United States. Dedicated to providing exceptional care and a high quality of life for seniors, Passavant offers a comprehensive range of services tailored to meet the diverse needs of its residents. The facility boasts a welcoming and supportive environment where residents can enjoy a comfortable and fulfilling lifestyle. Services include assisted living, skilled nursing care, rehabilitation, and memory care, ensuring that each individual receives the appropriate level of care and support.
300 West Beaver Street, Zelienople, Pennsylvania 16063, United States -
Holiday Niagara Village
● ClosedHoliday Niagara Village is a premier health and wellness community located at 2380 Village Common Dr, Erie, PA 16506, United States. Dedicated to providing a vibrant and supportive environment, Holiday Niagara Village offers a range of services and amenities designed to enhance the well-being and quality of life for its residents. The facility boasts state-of-the-art health and fitness programs, personalized care plans, and a compassionate staff committed to meeting the unique needs of each individual. Whether you're seeking a place for an active lifestyle or specialized health services, Holiday Niagara Village is your destination for comprehensive care and a welcoming community.
2380 Village Common Dr, Erie, PA 16506, United States -
Grace Financial Advisors LLC
● ClosedGrace Financial Advisors LLC, located at 111 Brookside Road in Newtown Square, Pennsylvania, is a finance institution dedicated to helping Christians align their finances with their faith. Specializing in guiding individuals and families to become better stewards of their financial resources, the institution utilizes timeless Biblical principles to create personalized financial plans and investment strategies. With a focus on retirement planning, inheritance management, and estate planning, Grace Financial Advisors LLC offers Certified Financial Planners™ who prioritize their clients' interests above all else. Clients value the Christian worldview shared by the advisors and appreciate the trusted guidance provided on their financial journey. By working with experienced professionals, clients can confidently navigate the complexities of financial management while focusing on what matters most in life. With a commitment to honoring God through financial stewardship, Grace Financial Advisors LLC helps clients approach retirement with purpose, intentionality, and unwavering faith. Whether managing a business or navigating lifestyle changes, the institution provides practical insights and biblical wisdom to help clients achieve financial peace and fulfillment.
111 Brookside Rd, Newtown Square, PA 19073, United States -
Diamond State Financial Group- Media
● ClosedDiamond State Financial Group- Media is a finance and insurance agency located at 200 East State Street, Media, Pennsylvania, United States. Since 1989, we have been dedicated to helping clients achieve their long-term financial goals through quality financial products and expert advice. Our team prioritizes personal relationships and focuses on simplifying financial services based on individual needs. Whether you are a business owner looking to optimize value or an individual seeking a tailored financial plan, we are here to help. Our experienced professionals can assist with retirement planning, benefits packages, investment strategies, and more. We understand that managing finances can be overwhelming, which is why we offer personalized solutions to secure your future.
200 E State St Suite 303, Media, PA 19063, United States -
Eckroth Financial Group
● ClosedEckroth Financial Group is a renowned finance institution located at 1604 Whispering Brooke Drive in Newtown Square, Pennsylvania, United States. With a strong reputation for providing top-notch financial services, Eckroth Financial Group is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced professionals at Eckroth Financial Group are here to assist you every step of the way. Trust Eckroth Financial Group to provide expert financial guidance and support tailored to your specific needs.
1604 Whispering Brooke Dr, Newtown Square, PA 19073, United States -
Arbour Square of Harleysville
● ClosedArbour Square of Harleysville is a premier senior living community located at 695 Main Street in Harleysville, Pennsylvania. Our facility offers a range of services and amenities designed to enhance the quality of life for our residents. From spacious apartments and delicious dining options to engaging activities and personalized care plans, we strive to create a warm and welcoming environment for our residents. Our dedicated staff is committed to providing top-notch care and support to help our residents live their best lives. Come and experience the comfort and convenience of Arbour Square of Harleysville today.
695 Main St, Harleysville, PA 19438, United States -
W. Jeffrey Carey & Associates, Inc.
● ClosedW. Jeffrey Carey & Associates, Inc. is a trusted insurance agency located at 721 North Street in Berlin, Pennsylvania, United States. With years of experience in the industry, our team of professionals is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the coverage that fits your budget and lifestyle. Contact us today to learn more about our services and how we can help protect what matters most to you.
721 North St #102, Berlin, PA 15530, United States -
First National Insurance Agency, LLC
● OpenFirst National Insurance Agency, LLC is a trusted insurance agency located at 764 Bessemer Street in Meadville, Pennsylvania, United States. We specialize in providing comprehensive insurance and risk management solutions to protect what matters most to our clients. Our state-of-the-art technology and expertise allow us to create customized insurance plans that match your needs, lifestyle, and budget. At First National Insurance Agency, we offer a range of insurance products including life insurance, home insurance, auto insurance, identity theft protection, cybercrime coverage, and travel insurance. Our team of experts will work with you to tailor a plan that meets your specific needs and provides you with the peace of mind you deserve.
764 Bessemer St #101, Meadville, PA 16335, United States -
John Ryce - State Farm Insurance Agent
● ClosedJohn Ryce - State Farm Insurance Agent is a trusted insurance agency located at 10475 Perry Highway, Wexford, Pennsylvania, United States. Conveniently situated across the street from Baierl Honda in Wexford, PA, we are dedicated to being your local insurance resource. As a small business owner in Wexford, we understand the importance of taking care of your insurance and financial needs. With over 40 years of experience, we have been helping individuals and families protect what matters most to them. Our team, including licensed associates Dannielle and Desie, is committed to delivering outstanding service to our customers day in and day out.
10475 Perry Hwy Suite 202, Wexford, PA 15090, United States -
Stevenson Insurance Associates LLC
● ClosedStevenson Insurance Associates LLC is a trusted insurance agency located at 662 North Main Street in Greensburg, Pennsylvania. Our team of experienced professionals is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the coverage that fits your budget and lifestyle. Contact us today to learn more about our comprehensive insurance options and exceptional customer service.
662 N Main St, Greensburg, PA 15601, United States -
Rock Hill Financial, LLC
● ClosedRock Hill Financial, LLC is a finance institution located at 822 Montgomery Avenue in Narberth, Pennsylvania, United States. Licensed by the PA Department of Banking NMLS#101844, Rock Hill Financial has been the leading residential mortgages and commercial financing broker on the Main Line since 2003. Serving clients in Delaware, Montgomery, Bucks, Chester, and Philadelphia counties, Rock Hill Financial is the most trusted source for mortgages in the region. Offering 1% down conventional mortgages with restrictions, Rock Hill Financial can be reached at (610) 668-0168.
822 Montgomery Ave #312, Narberth, PA 19072, United States -
Elder Elegance Inc
● OpenElder Elegance Inc is a luxurious beauty salon located at 1806 Deep Run Road in Pennsylvania, United States. We specialize in providing top-notch beauty services tailored specifically for our mature clientele. Our experienced team of stylists and beauty professionals are dedicated to helping our clients look and feel their best, no matter their age. From haircuts and styling to skincare treatments and makeup application, we offer a wide range of services to enhance natural beauty and promote self-confidence. Visit Elder Elegance Inc for a pampering experience that will leave you feeling refreshed and rejuvenated.
1806 Deep Run Rd, Pipersville, PA 18947, United States -
WRC Senior Services
● OpenWRC Senior Services, located at 985 Pennsylvania 28 in Brookville, Pennsylvania, United States, has a rich history dating back to 1890 when it was established as a home for disabled war veterans. Today, WRC Senior Services has evolved into a comprehensive senior living community serving residents throughout Pennsylvania. Our facilities offer a full continuum of care to ensure our residents live comfortably and safely, giving families peace of mind. With multiple locations across the state, we cater to residents from various counties in Pennsylvania. Each site is designed to provide high-quality care and living options tailored to the needs of our residents. Schedule a tour of our facilities to see firsthand the exceptional services we offer.
985 PA-28, Brookville, PA 15825, United States -
Merrill Lynch Financial Advisor Kirk Crouse
● ClosedMerrill Lynch Financial Advisor Kirk Crouse, located at 1108 Kennebec Drive in Chambersburg, Pennsylvania, is a finance institution dedicated to providing exemplary client service. The team at Merrill is supported by global resources and is committed to building strong client relationships based on trust and personalized service. The Crouse Team serves individuals, families, and business owners who are looking to shape their desired lifestyle through wealth accumulation. With a focus on multiple generations of clients, the team offers tailored financial guidance rooted in a deep understanding of each client's unique goals and aspirations. Whether clients are planning for retirement, wealth transfer, or long-term care, the team at Merrill Lynch provides a range of services beyond wealth management, including investment guidance, insurance options, and credit and lending services. By working closely with clients to develop customized strategies, the team aims to help clients achieve their financial objectives and navigate the ever-changing financial landscape. Merrill Personal Wealth Analysis™ is utilized to create personalized plans centered on individual goals, with regular check-ins to ensure clients stay on track to achieve their desired outcomes. With a focus on building lasting relationships and leveraging the resources of Merrill and Bank of America, the team at Merrill Lynch Financial Advisor Kirk Crouse is dedicated to helping clients pursue their financial goals.
1108 Kennebec Dr 1st Floor, Chambersburg, PA 17201, United States -
White Oak Wealth Partners
● ClosedWhite Oak Wealth Partners, located at 100 State Street in Erie, Pennsylvania, specializes in creating financial plans and sophisticated tax strategies for business owners, executives, and affluent families. If you're unsure about when you can retire and what lifestyle you'll be able to support, their team of independent advisors can help. They will assess your resources for retirement, determine how much you'll need, when you can retire, and what rate of return you should aim for on your investable assets. Their tax-focused approach aims to minimize asset erosion due to taxation. Please note that specific individualized tax advice is not provided, and it is recommended to discuss your specific tax issues with a qualified tax advisor. White Oak Wealth Partners' transparent fee structure aligns their compensation with your long-term goals, allowing them to create highly sophisticated strategies while delivering exceptional service.
100 State St Suite 503, Erie, PA 16507, United States -
True Wealth Design
● ClosedTrue Wealth Design is a finance institution located at 1800 Main Street in Canonsburg, Pennsylvania, United States. Our mission is to help our clients live better lives through smarter financial planning. We specialize in retirement, tax, and investment planning, providing a complete integration of your financial life to give you clarity and confidence in pursuing your dreams while protecting your family's future. At True Wealth Design, we operate as fiduciaries, always acting in your best interests and avoiding commissions on investment product recommendations. Our team of highly credentialed professionals, including Certified Financial Planners, Chartered Financial Analysts, and Certified Public Accountants, work with you regularly to monitor and adjust your financial planning to avoid risks, identify opportunities, and successfully manage life transitions.
1800 Main St Ste 230, Canonsburg, PA 15317, United States -
JMS Capital Group
● ClosedJMS Capital Group, located at 417 Thorn Street in Sewickley, Pennsylvania, is a finance institution catering to the complex needs of high net worth investors. Beyond traditional stocks and bonds, they offer access to direct private real estate, private equity investments, and absolute return-oriented strategies to diversify investment portfolios and preserve wealth. The institution provides services to manage tax, estate, and insurance matters, execute education savings plans, and family charitable giving strategies. JMS Capital Group Real Estate handles the acquisition, leasing, and management of commercial and residential properties nationwide. Wealth Services focuses on providing investment solutions and financial planning, while Development offers complete solutions for ground-up real estate transactions. Clients receive quarterly market activity recaps and access to a leading private equity manager for diversification. The institution also offers low-risk strategies with upside return potential and helps clients determine their Risk Number to optimize portfolios. With a focus on preserving wealth and providing steady income streams, JMS Capital Group aims to help clients maintain their lifestyle for generations to come.
417 Thorn St #300, Sewickley, PA 15143, United States -
The Musuneggi Financial Group, LLC
● OpenThe Musuneggi Financial Group, LLC is a finance institution located at 1910 Cochran Road in Pittsburgh, Pennsylvania, United States. With a focus on providing personalized financial planning and investment services, our experienced team is dedicated to helping clients achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, we offer comprehensive financial solutions tailored to your individual needs. Trust The Musuneggi Financial Group, LLC to guide you towards a secure financial future.
1910 Cochran Rd # 520, Pittsburgh, PA 15220, United States -
Scott Keffer International
● ClosedScott Keffer International is a finance institution located at 2535 Washington Road, Pittsburgh, Pennsylvania, United States. We specialize in helping successful financial advisors double their revenue and attract million-dollar clients on demand. Our live trainings, done-for-you systems, and mentoring programs are designed to help you attract high-value clients and grow your business exponentially. If you're a veteran financial planner, investment advisor, or wealth manager looking to earn more money, time, and energy, Scott Keffer can show you how to 2X, 4X, or even 10X your results. With Scott's proven marketing strategies and techniques, you can unlock hidden profit opportunities in your practice and achieve financial success.
2535 Washington Rd # 1120, Pittsburgh, PA 15241, United States -
Karnish Financial Advisors
● ClosedKarnish Financial Advisors is a leading finance institution located at 1510 West 1st Street in Oil City, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized financial planning and investment strategies. We offer a wide range of services including retirement planning, wealth management, estate planning, and more. Trust Karnish Financial Advisors to provide you with expert financial guidance and support to secure your financial future.
1510 W 1st St, Oil City, PA 16301, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 1225 South Main Street in Greensburg, Pennsylvania, United States, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the branch provides financial strategies tailored to each client's unique goals and challenges. Beyond wealth planning, advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. Committed to client service and satisfaction, the advisors at Merrill Lynch Wealth Management work closely with clients to understand their personal and professional goals, as well as lifestyle and multi-generational issues. By leveraging industry analysts and specialists, advisors create financial strategies designed to meet each client's long-term objectives. The branch also actively participates in volunteerism and charitable outreach to support the communities in which they operate.
1225 S Main St Suite 401, Greensburg, PA 15601, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management is a prestigious finance institution located at 5862 Baum Boulevard in Pittsburgh, Pennsylvania, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to navigate both rising and turbulent markets. We are dedicated to helping you address your wealth planning challenges and opportunities. In addition to our financial services, our branch is actively involved in volunteerism and charitable outreach to support the economic, social, and cultural life of our communities. We believe in giving back and helping to maintain vibrant, healthy neighborhoods and non-profit organizations.
5862 Baum Blvd, Pittsburgh, PA 15206, United States -
Financial Transitions Advisors
● ClosedFinancial Transitions Advisors is a finance institution located at 1101 Penn Avenue, Scranton, Pennsylvania, United States. We prioritize meeting with clients in person to ensure the appropriate financial plan is in place. For those who prefer online meetings, we utilize technology such as video conference and screen sharing. Our services include Investment Risk Assessment, Portfolio Analysis, Access to Full-Service Brokerage, Policy Review, Annuities, Beneficiary Analysis, Critical Illness Solutions, Long-Term Care Insurance, Life Insurance, Disability Insurance, Cash Flow Analysis, Asset Accumulation, Retirement Income Planning, Tax Planning Strategies, Business Succession Planning, and Employee Benefits.
1101 Penn Ave suite a, Scranton, PA 18509, United States
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