The 30 Best Retirement plan in White Oak, Pennsylvania

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White 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.

White Oak Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 103 Main Street, Archbald, Pennsylvania, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. They provide investment, asset allocation, and portfolio recommendations based on individual goals and personal risk tolerance. Regular meetings are held to review progress, update approaches, and track progress towards goals. Clients can access their investments and accounts from any device securely. The institution offers insights on stock market trends and retirement planning through interactive tools. Ameriprise financial advisors are registered to do business in certain U.S. states. Initial consultations provide an overview of financial planning concepts. Ameriprise Financial cannot guarantee future financial results. They value referrals and strive to help friends and family members achieve their financial goals.

White Oak Village is a charming institution located at 152 Royal Oak Drive in the picturesque town of White Oak, Pennsylvania, United States. This welcoming community offers a range of services and amenities to residents, including beautiful outdoor spaces, comfortable living accommodations, and a variety of recreational activities. Whether you are looking for a place to relax and enjoy retirement or seeking assistance with daily tasks, White Oak Village is dedicated to providing a warm and supportive environment for all who call it home. Come visit us today and experience the peaceful atmosphere and friendly faces that make White Oak Village a truly special place.

George Perinis - State Farm Insurance Agent is a professional and knowledgeable insurance agency located at 1807 Lincoln Way in White Oak, Pennsylvania. Just a half mile from the intersection of Route 48 and Lincoln Way, our agency offers a personal touch to insurance services. Whether you're looking to compare your current coverage, add new vehicles, or update your policies, we are here to help. We offer a wide range of insurance options including auto, home, life, renters, business, boat, motorcycle, and pet insurance. Our agency focuses on creating personalized policies that fit your household, budget, and needs. Our team of insurance professionals is dedicated to providing top-notch service with a personal touch. We offer notary public services and a cozy reception area where you can enjoy coffee, tea, soft drinks, and snacks during your visit. We also have games for children and a welcoming atmosphere for all. Our goal is to form relationships with our customers and treat them like family. We are available 24/7 to assist you with your insurance needs.

Synergy Group Inc, located at 1967 Lincoln Way in White Oak, Pennsylvania, is a finance institution dedicated to helping individuals pursue their unique retirement goals and dreams. They understand the importance of Social Security in the retirement planning process and offer personalized financial reviews to determine the best course of action for each client. Their Retirement Journey process helps clients implement strategies that align with their goals and keep them on track for a secure future. Synergy Group Inc is affiliated with J.W. Cole Financial, Inc. and J.W. Cole Advisors, Inc., and all advisors are properly registered to conduct securities-related business. Clients can schedule a meeting or attend events to learn more about the products and services offered. Securities offered through FINRA/SIPC and advisory services through J.W. Cole Advisors, Inc. For more information, listeners can tune in to "Laux on Your Retirement" on various stations. Synergy Group Inc prioritizes compliance with regulations and provides investor education resources for clients. Visit their website for more information and to access important disclosure documents.

DiGiorgio Financial Group, located at 1232 Lincoln Way in White Oak, Pennsylvania, is a full service accounting and payroll firm. They specialize in helping small business owners navigate the complexities of accounting and payroll in compliance with laws and IRS regulations. In addition, they offer disciplined investing strategies and a straightforward perspective to help clients manage market volatility. If you are in need of expert financial guidance, DiGiorgio Financial Group is the place to go.

John Marino & Associates is a reputable accounting and finance institution located at 1625 Lincoln Way in White Oak, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, John Marino & Associates is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart from other financial institutions. Visit them today to see how they can help you with your financial needs.