Retirement plan management in Pennsylvania

Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC Located at 313 N Market St, New Wilmington, PA 16142, Victoria Whelan serves as an Associate Financial Advisor at Ameriprise Financial Services, LLC. Specializing in a wide range of financial services, Victoria is dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies.

Victoria Whelan is an esteemed Associate Financial Advisor affiliated with Ameriprise Financial Services, LLC. Located in the heart of New Wilmington, PA, Victoria offers a comprehensive suite of financial advisory services designed to address the unique needs of individuals and small business owners. Her expertise spans a wide range of financial planning and investment strategies, backed by several prestigious certifications and designations.Certifications and Expertise:1. Accredited Asset Management Specialist℠ (AAMS™): - Victoria adheres to a strict code of ethics and has successfully completed coursework focused on applying investment concepts to real-world scenarios, including asset allocation, estate planning, and insurance products.2. Accredited Domestic Partnership Advisor™ (ADPA™): - Specializes in wealth transfers, federal taxation, retirement planning, and end-of-life financial needs for domestic partners. Victoria has passed a rigorous examination that evaluates her ability to synthesize complex financial concepts.3. Accredited Estate Planner® (AEP®):

Welcome to Hub Finance Co, your trusted partner in financial services located in the heart of Rochester, Pennsylvania. Situated conveniently at 426 Adams St #4, our firm is dedicated to providing exceptional financial solutions tailored to meet the diverse needs of our clients.

Edward Jones - Financial Advisor: Andrew H Eshelman Located at 100 Hadley Rd Suite 8, Greenville, PA 16125, United States, Edward Jones - Financial Advisor: Andrew H Eshelman offers expert financial advisory services tailored to meet your unique needs. Specializing in personalized financial planning, Andrew H Eshelman is dedicated to helping clients achieve their financial goals through comprehensive and strategic advice.

Ib Local # Credit Union is a trusted financial institution conveniently located at 5 Hot Metal St, Pittsburgh, PA 15203, United States. Specializing in a wide range of financial services, this credit union offers ATM facilities and comprehensive financial solutions to meet the needs of its members. Whether you are looking to manage your savings, secure a loan, or access convenient ATM services, Ib Local # Credit Union is dedicated to providing personalized and community-focused financial support. With a commitment to excellent customer service and financial well-being, this credit union is a reliable partner for all your financial needs in the Pittsburgh area.

Dr. Erek Lam, MD, is a distinguished neurologist certified in both neurology and sleep medicine by the American Board of Psychiatry and Neurology. Serving as the Chief of Sleep Neurology and a Clinical Assistant Professor of Neurology at the University of Pittsburgh School of Medicine, Dr. Lam brings a wealth of expertise and compassionate care to his patients.Educational Background: - Medical Degree: Chicago Medical School - Residency and Fellowship: Mayo ClinicClinical Interests:

Pathways Wellness Program is a distinguished health and insurance agency located at 733 Washington Rd, Mt Lebanon, PA 15228, United States. Dedicated to fostering overall well-being and financial security, Pathways Wellness Program offers a comprehensive range of services designed to meet the unique health and insurance needs of the local community. At Pathways, we understand that wellness extends beyond physical health, encompassing mental, emotional, and financial stability. Our team of experienced professionals is committed to providing personalized solutions that promote holistic health and peace of mind. Whether you are seeking health insurance plans, wellness programs, or expert advice on navigating the complexities of healthcare coverage, Pathways Wellness Program is here to guide you every step of the way.

Edward Jones - Financial Advisor: Cassandra L Whitmer Located conveniently at 2421 Asbury Rd Unit 4, Erie, PA 16506, Edward Jones - Financial Advisor: Cassandra L Whitmer is your trusted local partner in achieving your financial goals. Specializing in personalized financial services, Cassandra L Whitmer provides tailored advice to help you plan for your future, manage your investments, and navigate the complexities of the financial market.

Beth Foyle - Financial Advisor, Ameriprise Financial Services, LLC, is a distinguished financial advisory business located at 1704 W 26th St, Erie, PA 16508, United States. This business specializes in providing expert financial guidance and services tailored to meet the diverse needs of individuals, retirees, and small business owners. Beth Foyle is renowned for holding multiple prestigious certifications, each reflecting a deep commitment to ethical standards and excellence in financial advisory services. Beth Foyle is not only an expert in asset management and estate planning but also possesses specialized knowledge in investment strategies, retirement planning, and wealth transfer. With certifications such as the AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠, Beth demonstrates a comprehensive understanding of asset allocation, investment opportunities, and fiduciary practices. These credentials ensure that clients receive guidance that is both informed and forward-thinking.

Widget Financial, located at 5553 W Ridge Rd, Erie, PA 16506, is a dedicated financial services provider committed to helping individuals and families achieve their financial goals. As a trusted partner in the Erie community, Widget Financial emphasizes the importance of diversification in investment strategies to mitigate risks associated with market volatility. Their expert advice encourages clients to avoid putting all their resources into a single asset class, thereby safeguarding their financial future. In addition to investment guidance, Widget Financial offers valuable insights into Social Security benefits management. They understand that deciding when to start receiving benefits is a crucial decision that can significantly impact retirement income. Their knowledgeable team is ready to help clients navigate this decision by taking into account personal circumstances and financial objectives.

Frank Mindicino - Financial Advisor, Ameriprise Financial Services, LLC, is a distinguished financial advisory practice located at 54 Buhl Blvd, Sharon, PA 16146, United States. As a reputable entity in the finance industry, Frank Mindicino offers a comprehensive suite of financial planning and advisory services, tailored to meet the diverse needs of individuals, retirees, small business owners, and domestic partners. Frank Mindicino holds multiple prestigious certifications and designations that underscore his expertise and commitment to providing high-quality financial advice. These include the Accredited Asset Management Specialist™ (AAMS™), which requires rigorous coursework and adherence to a code of ethics, focusing on real-world asset management and investment strategies. The Accredited Domestic Partnership Advisor™ (ADPA™) certification highlights his proficiency in wealth transfers, federal taxation, and planning for financial and end-of-life needs for domestic partners.

Ristvey Investment Group, located at 499 N Hermitage Rd, Hermitage, PA 16148, is a premier financial services firm dedicated to helping individuals and businesses achieve their financial goals. Specializing in investment management and financial planning, Ristvey Investment Group offers personalized strategies tailored to meet the unique needs of each client. With a commitment to integrity, transparency, and excellence, the team of experienced professionals provides expert guidance in navigating the complexities of the financial landscape. Whether you are planning for retirement, managing wealth, or seeking investment opportunities, Ristvey Investment Group is your trusted partner in securing a prosperous financial future.

Brian L Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC, is a distinguished financial advisory business located at 3438 PA-208 Ste 2, New Wilmington, PA 16142, United States. Specializing in a wide array of financial services, Brian L Taylor offers expert guidance tailored to meet the unique needs of individuals, retirees, and small business owners. With a strong commitment to ethical practices and continuing education, Brian L Taylor holds multiple certifications that underscore his expertise in various financial domains. The AAMS™ certification signifies proficiency in asset management, investment strategies, and estate planning, ensuring clients receive informed advice on asset allocation and investment opportunities. As an Accredited Domestic Partnership Advisor™ (ADPA™), Brian is well-versed in wealth transfers, federal taxation, and financial planning for domestic partners, addressing complex financial and medical needs.

Henegan Financial Services, located at 320 Main St, Greenville, PA 16125, is a trusted and reputable finance business dedicated to serving the financial needs of the local community. With a focus on personalized and professional service, Henegan Financial Services offers a comprehensive range of financial solutions tailored to meet the unique goals and circumstances of each client. Whether you are seeking assistance with financial planning, investment strategies, retirement planning, or tax services, their experienced team is committed to providing expert guidance and support. Known for their integrity and client-focused approach, Henegan Financial Services strives to empower individuals and businesses in Greenville and the surrounding areas to achieve financial success and security. Visit them today to explore how they can help you navigate your financial journey with confidence.

Sankey Financial Services is a reputable financial advisory firm located at 7221 W Market St, Mercer, PA 16137, United States. Specializing in a wide range of financial services, this business is dedicated to helping individuals and businesses achieve their financial goals with confidence and clarity. With a team of experienced financial advisors, Sankey Financial Services offers personalized solutions, including investment planning, retirement strategies, tax planning, and wealth management. Known for their client-centric approach, they take the time to understand each client's unique financial situation, providing tailored advice and strategies that align with their specific needs and objectives. Whether you're planning for the future, managing current finances, or looking to invest wisely, Sankey Financial Services is committed to guiding you every step of the way with professionalism and integrity.

Gould Financial - Northwestern Mutual is a reputable finance business located at 160 S Broad St, Grove City, PA 16127, United States. Specializing in comprehensive financial planning and wealth management, Gould Financial is dedicated to helping individuals and families achieve their financial goals and secure their futures. As part of the esteemed Northwestern Mutual network, the firm offers a wide range of services including investment strategies, retirement planning, insurance solutions, and estate planning. With a client-focused approach, Gould Financial prides itself on delivering personalized financial strategies tailored to meet the unique needs of each client. Their team of experienced financial advisors is committed to providing expert guidance and unparalleled service, ensuring peace of mind for their clients as they navigate the complexities of financial planning. Whether you're looking to invest for the future, protect your assets, or plan for retirement, Gould Financial - Northwestern Mutual is your trusted partner in financial success.

Butler County Teachers Federal Credit Union, located at 112 Campus Ln, Butler, PA 16001, is a dedicated financial institution serving the local community, particularly educators and their families. As a member-owned cooperative, the credit union is committed to providing personalized financial services that cater to the unique needs of teachers and school staff in Butler County. Offering a range of products including savings accounts, loan options, and financial planning services, Butler County Teachers Fed CU focuses on helping its members achieve financial stability and success. With a strong emphasis on customer service and community involvement, the credit union strives to build lasting relationships and support the financial well-being of its members. Whether you are looking for competitive rates on loans, secure savings options, or sound financial advice, Butler County Teachers Federal Credit Union is a trusted partner in managing your financial future.

ABG Capital is a dynamic and innovative business located at 8 Penn Center Blvd #101, Pittsburgh, PA 15205, United States. Specializing in strategic investment and financial services, ABG Capital is dedicated to helping businesses and individuals achieve their financial goals through expert guidance and tailored solutions. With a commitment to excellence and a focus on building long-term relationships, the team at ABG Capital combines industry expertise with personalized service to deliver exceptional results. Whether you are looking to grow your investment portfolio, manage risk, or explore new financial opportunities, ABG Capital is your trusted partner in navigating the complex world of finance. Visit their office in Pittsburgh to discover how they can assist you in reaching your financial aspirations.

First Federal Savings and Loan of Greene County, located at 101 Locust Ave Ext, Mt Morris, PA 15349, is a trusted financial institution dedicated to providing exceptional banking services to the local community. As a full-service bank, it offers a comprehensive range of financial products and services, including savings accounts, loans, and mortgages, designed to meet the diverse needs of individuals and businesses alike. The bank prides itself on its customer-first approach, ensuring personalized service and expert financial advice to help clients achieve their financial goals. Additionally, the location is equipped with an ATM for convenient access to cash and other essential banking transactions. Whether you are looking to open a new account, apply for a loan, or simply need financial guidance, First Federal Savings and Loan of Greene County is committed to delivering reliable and friendly service to its valued customers.

First Federal Savings & Loan, located at 1 W Main St, Uniontown, PA 15401, is a trusted financial institution dedicated to serving the community with a wide range of banking and financial services. As a reputable bank, it provides personalized customer service and financial expertise to help individuals, families, and businesses achieve their financial goals. Whether you're looking for savings accounts, checking accounts, loans, or investment options, First Federal Savings & Loan offers competitive rates and tailored solutions to meet your needs. With a commitment to community involvement and financial education, this bank is a cornerstone of financial stability and growth in Uniontown and the surrounding areas. Visit First Federal Savings & Loan for a welcoming atmosphere and knowledgeable staff ready to assist you with all your banking needs.

Pittsburgh Firefighters Federal Credit Union, located at 500 S Main St, Pittsburgh, PA 15220, is a dedicated financial institution serving the unique needs of firefighters and their families in the Pittsburgh area. As a member-focused credit union, it offers a wide range of financial services designed to help its members achieve their financial goals with confidence and security. These services include savings and checking accounts, personal loans, mortgages, and financial planning resources. The credit union prides itself on delivering personalized service, competitive rates, and financial education to empower its members. With a strong commitment to the community, Pittsburgh Firefighters FCU not only supports the financial well-being of its members but also contributes to the overall safety and resilience of the Pittsburgh community.

Shred Nations, located at 4017 Washington Rd, McMurray, PA 15317, is your trusted partner for secure and efficient document destruction services. As a hub for connecting clients with a network of professional shredding providers, Shred Nations offers a variety of solutions to meet your shredding needs, whether personal or business-related. Drop-off shredding is an ideal, cost-effective solution for small-scale projects involving 90 lbs or less of paper. You can conveniently drop off your documents at The UPS Store in McMurray, where they will be securely stored until shredding. This option is perfect for decluttering your workspace and protecting sensitive information without breaking the bank. However, it’s important to note that drop-off services do not include a certificate of destruction and are not suitable for hard drives or electronic devices.

Blueberry Meadows is a unique and versatile business located at 170 Davis Ln, Windber, PA 15963, offering a blend of real estate and travel services tailored to meet the diverse needs of its clientele. As a trusted real estate agency, Blueberry Meadows specializes in helping clients find their dream homes or investment properties in the picturesque landscapes of Pennsylvania. Their team of experienced real estate professionals is dedicated to providing personalized and comprehensive services, ensuring a smooth and satisfying home buying or selling experience. In addition to real estate services, Blueberry Meadows also operates as a travel agency, offering bespoke travel planning services for those looking to explore new destinations or enjoy a relaxing getaway. Whether you're planning a local retreat or an international adventure, their knowledgeable travel consultants are committed to crafting memorable and personalized travel experiences tailored to your preferences and budget.

At MVR Vacation Rentals, Inc., we pride ourselves on being a trusted vacation rental management team, fully licensed in Pennsylvania and New York, and affiliated with the Vacation Rental Management Association (VRMA). Our real estate experts are dedicated to providing top-notch services in the picturesque regions of the PA Grand Canyon, Finger Lakes, and beyond.

Richard Augustine is a premier financial services provider located at 103 Lorish Rd, Pittsburgh, PA 15205, United States. Specializing in comprehensive financial planning and advisory services, Richard Augustine is dedicated to helping clients achieve their financial goals through personalized and strategic solutions. With a commitment to excellence and a client-centric approach, the business offers a range of services including investment management, retirement planning, tax optimization, and wealth preservation. Whether you are an individual seeking to secure your financial future or a business looking for expert financial guidance, Richard Augustine provides the expertise and personalized attention to help you navigate the complexities of finance with confidence. Visit us at our Pittsburgh office to start your journey towards financial success today.

Pennsylvania Equity Resources, Inc.-Hermitage is a reputable finance company located at 500 Market St #204B, Beaver, PA 15009, United States. Specializing in providing a wide range of financial services, the firm is dedicated to helping individuals and businesses achieve their financial goals. With a strong emphasis on client satisfaction, Pennsylvania Equity Resources, Inc.-Hermitage offers expert advice and tailored solutions in areas such as investment management, financial planning, and wealth preservation. The knowledgeable and professional team is committed to delivering personalized service to each client, ensuring that their financial needs are met with precision and care. Whether you are looking to invest, save, or plan for the future, Pennsylvania Equity Resources, Inc.-Hermitage is your trusted partner in financial success.

Kamran R. Khan, MD - Your Trusted Internist in Pittsburgh, PA Located at 9104 Babcock Blvd Ste 3105, Pittsburgh, PA 15237, Kamran R. Khan, MD, is a highly esteemed internist board-certified in internal medicine by the American Board of Internal Medicine. As a dedicated physician at UPMC and Dr. Gordon Gold, MD & Associates-UPMC, Dr. Khan brings a wealth of experience and a compassionate approach to patient care in Pittsburgh's North Hills.

Principal Financial Group, located in the heart of Pittsburgh at the Federated Tower, is your trusted partner in navigating the complexities of finance and insurance. Our mission is to help you protect what matters most, ensuring that your loved ones and your financial future are secure no matter what life throws your way.Services: - Insurance Protection: Safeguard your life and wages to ensure your loved ones can continue thriving even during uncertain times. - Investment Guidance: Feel confident about your investments with tailored advice that aligns with your long-term goals, whether it's retirement, education, or other significant milestones.

At Harmeet Sawhney, Financial Professional - New York Life, we are dedicated to helping individuals and businesses in Pittsburgh, PA, navigate their financial journeys with confidence and clarity. Our mission is to provide comprehensive financial and insurance solutions that are tailored to meet the unique needs and goals of each client. With a strong foundation in finance and insurance, we offer a wide range of services designed to protect and grow your assets while ensuring your peace of mind.Our Services:1. Permanent Life Insurance Policies: - Guaranteed death benefit and cash value that grows over time. - Long-term coverage customizable to your needs and budget.2. Investment-Linked Insurance: - Long-term coverage with the ability to invest your policy’s cash value in the market.3. Long-Term Care Insurance:

First United National Bank, located at 1153 Liberty St, Franklin, PA 16323, is a trusted financial institution dedicated to serving the community with a comprehensive range of banking and financial services. With a strong commitment to personalized customer care, the bank offers various solutions to meet the needs of both individuals and businesses. Services include personal and commercial banking, loans, mortgages, savings and checking accounts, as well as investment and financial planning assistance. First United National Bank prides itself on its deep local roots and a steadfast commitment to helping clients achieve their financial goals with integrity and professionalism.