TOP 10 Best Retirement living in Bala Cynwyd, Pennsylvania

Carole House Apartments is a charming residential complex located at 121 Montgomery Avenue in Bala Cynwyd, Pennsylvania. Offering a mix of modern amenities and cozy living spaces, this institution provides a comfortable and convenient living experience for its residents. The apartments feature spacious layouts, updated kitchens, and ample natural light. The property is well-maintained and surrounded by lush greenery, creating a peaceful and serene atmosphere. With a prime location in Bala Cynwyd, residents have easy access to shopping, dining, and entertainment options. Whether you're looking for a quiet retreat or a vibrant community, Carole House Apartments is the perfect place to call home.

Principal Financial Group is an insurance agency located at 111 Presidential Boulevard in Bala Cynwyd, Pennsylvania, United States. With a focus on protecting what matters most, they offer a range of insurance products to help individuals safeguard their lives and wages. In addition to insurance, they also provide investment services tailored for long-term financial goals such as retirement and education. As the presenting sponsor of prestigious sports awards, they celebrate expertise, excellence, and equality in sports. With a dedication to helping individuals meet their money goals, Principal Financial Group offers resources and tools to navigate life changes and challenges in retirement planning. Clients can research the firm through FINRA's BrokerCheck and can access investment options through affiliated mutual funds and ETFs. It is important to review the Form ADV for important information about services, fees, and conflicts of interest. Individual results may vary, and participants are encouraged to regularly review their savings progress and post-retirement needs. Insurance products are issued by Principal National Life Insurance Co and Principal Life Insurance Co, with plan administrative services offered by Principal Life. Securities are offered through Principal Securities, Inc., a member of SIPC. As a member of the Principal Financial Group, they are committed to helping individuals achieve financial security and peace of mind.

MassMutual Greater Philadelphia is a leading insurance agency located at 333 City Avenue in Bala Cynwyd, Pennsylvania. Our team of dedicated professionals is committed to helping individuals and families protect their financial futures through a range of insurance products and services. With a focus on personalized solutions and exceptional customer service, we strive to be a trusted partner in helping our clients achieve their financial goals. Contact us today to learn more about how we can help you secure your future.

Merrill Lynch Financial Advisor Samuel A Morgan is a finance institution located at 2 Bala Plaza, Bala Cynwyd, Pennsylvania, United States. Samuel Morgan focuses on managing your wealth by understanding your full financial picture and creating a flexible strategy tailored to your goals. With access to Merrill's investment insights and Bank of America's banking solutions, Samuel can help you pursue your financial goals through personalized wealth management strategies. He is dedicated to serving the community and volunteers with local organizations. By utilizing Merrill Personal Wealth Analysis™, Samuel can build a personalized plan centered on your goals and aspirations. He believes in understanding your priorities and designing a plan to help you manage, grow, and preserve your wealth while considering the impact for future generations. Through the Investment Personality Assessment, Samuel can customize a financial approach to help you pursue what matters most to you. He is committed to helping you stay on track with your goals, even as your life and the financial markets evolve over time. By working together, Samuel can help you achieve your financial aspirations and live your best financial life.

Merrill Lynch Financial Advisor Marc S Martinelli is a finance institution located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. Nicole Morganheira, a Registered Wealth Management Client Associate with over 22 years of experience, is part of the team. She has the expertise to effectively handle all areas of client service with a positive attitude. The institution focuses on understanding clients' family, goals, and priorities to create personalized financial plans. By utilizing the Investment Personality Assessment, they tailor their approach to help clients pursue their financial goals. The institution offers tools such as the Merrill Personal Wealth Analysis™ to help clients stay on track and adapt their financial approach to reflect changes in their life and goals. Certified by the CFP Board, the institution provides a wide range of financial services and strategies to help clients achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Marc S Martinelli is committed to helping clients navigate the complexities of their financial lives.

Merrill Lynch Financial Advisor Michael A Paolone is a finance institution located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, United States. The institution focuses on managing your wealth by providing a deep understanding of your financial picture and creating a flexible strategy tailored to your goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, the team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. By utilizing the Merrill Personal Wealth Analysis™, personalized plans are developed centered on your goals and aspirations. The team, supported by the global resources of Merrill, is dedicated to helping you pursue your financial goals through customized wealth management strategies. The institution emphasizes the importance of understanding your individual goals, family priorities, and aspirations to create a financial approach that reflects your unique needs. Through ongoing conversations and adjustments, the team at Merrill Lynch aims to help you stay on track to achieve what matters most to you. With a focus on personalized investment strategies and comprehensive financial solutions, the institution is dedicated to helping you reach your financial goals and live your best financial life.

Merrill Lynch Financial Advisor William F Adolph, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, is a finance institution dedicated to providing exemplary client service. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The Adolph Group, led by William F. Adolph III and Norman Deitrich, offers personalized wealth management services backed by Merrill's global investment insights and Bank of America's banking products. The team assists employers with benefit plans and employees with financial wellness and retirement preparedness. Asset allocation is a key component of their investment process, aimed at helping clients achieve their financial goals. Seminars are offered on various topics, including retirement planning and healthcare expenses. Merrill Personal Wealth Analysis™ is used to create personalized financial plans centered on clients' goals. The institution values building strong client relationships based on trust and personalized service, helping clients navigate the complexities of their financial lives.

Merrill Lynch Financial Advisor Jason Pierce, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, offers a comprehensive range of financial services for both institutions and individuals. The team at Merrill Lynch focuses on addressing the investing and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. With a commitment to building strong client relationships based on trust and personalized service, the team at Merrill Lynch is dedicated to helping clients pursue their financial goals. Merrill Lynch is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is supported by the global resources of Merrill and is comprised of talented and experienced individuals who are committed to providing exemplary client service.

Merrill Lynch Financial Advisor Samantha Guarnaccia is a reputable finance institution located at 2 Bala Plaza, Bala Cynwyd, Pennsylvania, United States. Specializing in serving High-Net-Worth Individuals, Families, and Institutions, as well as Working & Retired Professionals and Senior Executives nationwide, the institution focuses on addressing seven key priorities with clients: Health, Home, Family, Leisure, Giving, Work, and Finance. By collaborating with trusted professionals and leveraging the resources of Merrill and Bank of America, the institution offers services such as Asset Allocation, Investment Management, Trust and Estate Planning, and Cash Flow Management. Recognized for their exemplary client service, the advisors at Merrill Lynch have been featured in Forbes' "Best-in-State Wealth Advisors" rankings multiple times. Committed to building strong client relationships based on trust and personalized service, the institution offers tailored wealth management strategies to help clients achieve their financial goals. With a focus on staying informed about changes in clients' lives and financial markets, the institution aims to provide ongoing support and guidance to help clients navigate their financial journey. Partnering with Merrill Lynch Wealth Management Advisors means gaining access to personalized investment strategies and comprehensive financial solutions to address individual needs and priorities.

Karr Barth Associates, located at 1 Belmont Avenue, Bala Cynwyd, Pennsylvania, United States, is a leading finance institution with over 50 years of experience. As an office of Equitable Advisors, Karr Barth offers a wide range of services including wealth management, insurance, estate and wealth transfer, and executive/corporate benefits. The institution aims to provide outstanding service to its clients by focusing on their overall financial picture and developing responsive and responsible planning strategies. Karr Barth Associates is committed to making a difference in the lives of its clients every day. With assets under management exceeding $11B and $29B of life insurance in force, the institution is dedicated to serving the financial needs of over 120,000 households and businesses in the tri-state area. In addition to financial services, Karr Barth Associates is actively involved in supporting charitable and philanthropic organizations both locally and nationally.

Merrill Lynch Financial Advisor Patrick J Walsh, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, is a reputable institution that offers finance services to both institutions and individuals. The team at Merrill Lynch focuses on creating customized financial strategies to help clients pursue their goals. With a strong emphasis on exemplary client service, Merrill's advisors have received recognition from various financial industry publications. Supported by the global resources of Merrill, the team at Merrill Lynch Financial Advisor Patrick J Walsh is committed to building strong client relationships based on trust and personalized service. By understanding the unique needs and priorities of each client, the team at Merrill Lynch works to design and implement personalized financial plans intended to help clients manage, grow, and preserve their wealth.

At Merrill Lynch Financial Advisor BRITTANY L. STIVALE, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, United States, you will find insights, observations, and ideas to help you achieve your financial goals. Brittany Stivale offers personalized financial planning centered on your goals and tailored to what you want to achieve. As a non-traditional financial advisor, Brittany provides investment advice, guidance, and wealth management strategies, as well as covering current topics such as portfolio theory, active management, and socially responsible investing. Brittany's approach is fun, relatable, and informative, focusing on education and compassion. With a background in finance and professional designations including AAMS, AWMA, and CRPC, she is dedicated to helping clients organize and simplify their financial lives. Brittany's personalized approach has helped her build a successful business from scratch, working with a diverse range of clients to help them achieve their financial goals.