Retirement planning services in York, Pennsylvania
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Integrity Wealth Strategies, LLC
Integrity Wealth Strategies, LLC is a reputable finance institution located at 2200 East Market Street in York, Pennsylvania, United States. With a commitment to honesty and ethical practices, our team of professionals provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or seeking to protect your assets, Integrity Wealth Strategies, LLC offers tailored solutions to meet your needs. Trust in our expertise and integrity to secure your financial future.
Johnson & White Wealth Management, LLC
Johnson & White Wealth Management, LLC is a premier finance institution located at 224 Saint Charles Way in York, Pennsylvania, United States. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support every step of the way. Trust Johnson & White Wealth Management, LLC to secure your financial future.
Keller Financial Associates
Keller Financial Associates is a finance institution located at 4185 West Market Street in York, Pennsylvania, United States. Our mission is to help individuals become financially savvy by providing simple, useful, and easy-to-understand financial tips and principles through on-demand videos. At Keller Financial Associates, we offer free one-on-one consultations to create a comprehensive financial road-map tailored to your specific goals. Our goal is to eliminate stress, provide clarity, and put you on the path to financial success.
Swope Financial Partners
Swope Financial Partners is a finance institution located at 4185 West Market Street in York, Pennsylvania, United States. Our team of experienced financial professionals is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to help. Contact us today to schedule a consultation and start building a secure financial future.
White Oak Wealth Partners
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.
Rockwood Wealth Management
Rockwood Wealth Management is a reputable finance institution located at 6464 Lower York Road in the charming town of New Hope, Pennsylvania, United States. With a team of experienced financial advisors, Rockwood Wealth Management offers personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Rockwood Wealth Management is dedicated to providing expert guidance and tailored solutions. Trustworthy, reliable, and committed to excellence, Rockwood Wealth Management is the go-to institution for all your financial needs.
Cataldo Financial & Consulting Group
Cataldo Financial & Consulting Group is a leading institution specializing in accounting and finance services. Located at 2370 York Road in Jamison, Pennsylvania, United States, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a commitment to excellence and personalized service, Cataldo Financial & Consulting Group is your trusted partner for all your financial needs. Contact us today to learn more about how we can help you achieve your financial goals.
Northwestern Mutual - Bucks County
Northwestern Mutual - Bucks County is a finance institution located at 2500 York Road in Jamison, Pennsylvania. As a trusted financial services provider, Northwestern Mutual offers a range of services including financial planning, investment management, and insurance solutions to help clients achieve their financial goals. With a focus on personalized service and long-term relationships, Northwestern Mutual - Bucks County is dedicated to helping individuals and families secure their financial future.
Douglas Glenn, Owner - North Hills Financial
North Hills Financial, owned by Douglas Glenn, is a finance and insurance agency located at 12300 Perry Highway in Wexford, Pennsylvania. As you enter retirement, it's not the end but a new beginning filled with possibilities. Douglas Glenn offers a range of services to help you prepare for the future, including calculators and informative videos on his website. Budgeting, dealing with surprises, and managing finances after marriage or divorce are all important topics that Douglas Glenn can help you navigate. Licensed to sell insurance through New York Life Insurance Company, Douglas Glenn also offers securities products and services through NYLIFE Securities LLC. Remember, North Hills Financial is here to guide you, but always consult with a tax, legal, or accounting professional before making any decisions.
Alexander Bezugly
Alexander Bezugly is a reputable finance institution located at 2395 York Road in Jamison, Pennsylvania, United States. With a strong track record of providing top-notch financial services, Alexander Bezugly is committed to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, the experienced professionals at Alexander Bezugly are dedicated to providing personalized solutions tailored to your specific needs. Trust in Alexander Bezugly for expert financial guidance and support.
Stampone & Associates
Stampone & Associates is a reputable accounting and finance institution located at 505 Old York Road in Jenkintown, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business owner, Stampone & Associates is dedicated to providing top-notch financial solutions to meet your needs.
Adams and Associates, PC
Adams and Associates, PC is a well-established institution located at 1719 Callender Road, Thompson, Pennsylvania, United States. With over 25 years of experience, we have been assisting clients in Pennsylvania, New York, and New Jersey in growing their businesses, managing taxes, and achieving financial security. Our team of experts combines tax knowledge with financial services to offer a comprehensive approach to simplify your financial life. We provide unique insights into your financial world, helping you make informed decisions.
Shubert Goodman & Huttner PC
Shubert Goodman & Huttner PC is a reputable accounting and finance institution located at 118 York Road in Jenkintown, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Shubert Goodman & Huttner PC is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Whether you are looking for assistance with your personal finances or need help managing your business finances, Shubert Goodman & Huttner PC is the trusted partner you can rely on.
Haurin Allen J CPA
Haurin Allen J CPA is a reputable accounting and finance institution located at 2370 York Road in Jamison, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial planning. Their expertise and attention to detail make them a trusted choice for individuals and businesses seeking reliable financial guidance.
Richard A Miller CPA, PC.
Richard A Miller CPA, PC. is an accounting and finance institution located at 8019 Old York Road in Elkins Park, Pennsylvania, United States. We offer a range of services to help you navigate the complex world of tax laws and financial management. By utilizing our tailored TAX SEASON CHECKLIST, you can ensure that you have all the necessary information organized and ready for us to review. Our team stays up-to-date on ever-changing tax laws at all levels, from federal to local, to provide you with the most accurate and beneficial advice. With a deep understanding of your finances and professional connections, we work to maximize your benefits while ensuring the timely completion of your taxes. Visit www.IRS.gov and click on “Get your refund status” to get started today.
John Sanfratello - Prudential Financial
John Sanfratello - Prudential Financial is a trusted finance and insurance agency located at 1108 York Road in Warminster, Pennsylvania. With a commitment to providing personalized financial solutions and exceptional customer service, our team of professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, we are here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.
State Farm
At State Farm, we understand that everyone loves saving money while protecting what matters most. Located at 1720 Washington Rd, Washington, PA, our agency, led by Mike Sprouse, offers customizable coverage plans tailored to meet your unique needs. Whether it’s safeguarding your family, belongings, or finances, we provide a range of insurance solutions with potential savings through safe driving rewards, bundling options, and various discounts.Auto Insurance: Drive with confidence knowing that you have the right coverage. From collision and comprehensive to rental and rideshare, we offer diverse auto insurance options to fit your needs. Whether you’re a new driver, a business traveler, or a collector, we have policies designed for every situation. As the largest auto insurance provider in the U.S.¹, combining your auto and home policies could lead to even more savings.Homeowners Insurance: Protect your largest investment with State Farm® Homeowners Insurance. Our coverage ensures that you can repair or replace your home and valued items in case of unexpected events. Your personal property is secured, even when you’re away. More homeowners choose State Farm for their home insurance needs over any other insurer².Renters Insurance:
Easter Seals Western and Central Pennsylvania
Easter Seals Western and Central Pennsylvania is a leading nonprofit organization dedicated to achieving full equity, inclusion, and access for individuals with disabilities. With over 105 years of service, Easter Seals has been a cornerstone in enriching education, enhancing health, expanding employment opportunities, and elevating community support. Our Mission:
John McDonald - State Farm Insurance Agent
Welcome to John McDonald - State Farm Insurance Agent, your trusted partner in Pittsburgh, PA, for all your insurance needs. Conveniently located at 8135 Perry Hwy, Pittsburgh, PA 15237, our agency is dedicated to helping you protect what matters most — your family, your assets, and your financial well-being. ### Comprehensive Insurance Solutions Tailored to You
Sammartino, Stout & Lo Presti, Inc. - Real Estate Appraisers
Sammartino, Stout & Lo Presti, Inc. is a renowned Real Estate Appraisal firm based in Erie, Pennsylvania. With over 30 years of experience, our MAI Designated real estate appraisers have been delivering high-quality appraisal reports for clients across the tri-state area. We specialize in providing comprehensive appraisal and consulting services for a variety of property types including commercial, retail, industrial, multi-family, and special use properties. Our services are tailored for diverse needs such as mortgage financing, tax appeal, condemnation, divorce, partnership buyout, and more.
The Law Offices of Ashley N. Gottron
The Law Offices of Ashley N. Gottron is a distinguished legal practice located in the heart of Pittsburgh, PA. With a prime location at 429 Forbes Avenue, our firm is dedicated to providing exceptional legal services to individuals and businesses in the Pittsburgh area and beyond. Ashley N. Gottron, the principal attorney, brings a wealth of knowledge and experience to the firm, ensuring that each client receives personalized and effective legal representation. Our practice areas include but are not limited to family law, estate planning, criminal defense, and civil litigation. We understand that legal issues can be complex and emotionally charged, which is why we strive to offer compassionate counsel and tenacious advocacy.
Merrill Lynch Financial Advisor Andrew "Drew" Morrison
At Merrill Lynch, Financial Advisor Andrew "Drew" Morrison and the Kish Morrison Group are dedicated to providing comprehensive wealth management services tailored to meet the unique needs of each client. Located in the heart of Pittsburgh, PA, our team offers insights on market trends and strategies to navigate potential opportunities and risks, all within a quick 15-minute consultation.Our Philosophy:We believe true wealth management extends beyond mere investment. Our holistic approach focuses on designing financial strategies that align with your most important goals, not just for your lifetime, but for generations to come. Whether you are accumulating wealth or looking to preserve it, we provide personalized attention and high-touch service to both high-net-worth clients and the emerging affluent. Core Principles:- Investment Manager Selection: We choose managers with consistent, favorable risk-adjusted returns and a tenure of five to ten years or more. - Asset Allocation: We believe asset allocation is the most crucial determinant of long-term investment returns. - Market Timing: We do not attempt to time the markets.
The Dead Fleet
Welcome to The Dead Fleet: Unveiling the Forgotten History of Philadelphia's Maritime Past Discover the enigmatic allure of The Dead Fleet, an intriguing piece of Philadelphia's maritime history nestled along the Delaware River at 78 South Pierce Street. This local gem, situated just north of Pier 78 in the vibrant Pennsport neighborhood, offers a unique window into the past, where the remnants of once-majestic ships reveal tales long forgotten.
C&N
Welcome to C&N, your trusted partner in banking and finance, located conveniently at 33 Swamp Road, Newtown, Pennsylvania. Just outside of Philadelphia, our friendly team of experts is ready to assist you with a wide range of financial services. Whether you're looking to open new checking or savings accounts, apply for mortgages, or explore investment management services, we're here to provide the right solutions for your personal and business needs. At C&N, we pride ourselves on building lifelong relationships with our customers in Pennsylvania and New York. With a 97% recommendation rate from our satisfied clients, we are committed to making your financial journey a fulfilling and seamless experience. Our services include checking and savings accounts, mortgages, business loans, and more, all designed to help you spend less time worrying about finances and more time enjoying life.
Gettysburg Trading Post
Gettysburg Trading Post is a multifaceted institution located at 2222 York Road in Gettysburg, Pennsylvania. As a finance company, they offer a range of financial services to help customers manage their money effectively. In addition, they also operate as a jewelry store, providing a stunning selection of fine jewelry pieces for any occasion. Furthermore, Gettysburg Trading Post serves as a store offering a variety of products for sale, catering to the diverse needs of their customers. With their convenient location and diverse offerings, Gettysburg Trading Post is a one-stop destination for all your financial, jewelry, and shopping needs in Gettysburg.
Heritage Valley Federal Credit Union
Heritage Valley Federal Credit Union, located at 2400 Pleasant Valley Road in York, Pennsylvania, is a trusted financial institution with a rich history dating back to 1935. As a member-owned credit union, we prioritize our members and strive to provide them with the best rates, convenient banking options, and exceptional customer service. Whether you're dreaming of redecorating your home, purchasing a new car, or funding your dream home, Heritage Valley Federal Credit Union has you covered. Our affordable auto loan rates as low as 5.99% APR, Visa card with rates as low as 10.90% APR, and home equity rates as low as 5.99% APR can help you achieve your financial goals.
Muhlenberg College Career Center
the Annual Giving team in the Office of Development and Alumni Relations. This position is responsible for assisting with all aspects of the annual giving program, including data entry, gift processing, donor acknowledgments, and general administrative support. The ideal candidate will have strong organizational skills, attention to detail, and the ability to multitask in a fast-paced environment. Muhlenberg offers excellent benefits, including eligibility to tuition programs for employees and dependents after two years of service. Schedule & Benefits: This is a full-time, year-round position based in Allentown, PA. Muhlenberg offers a highly competitive benefits package, including generous holidays (included an extended winter break between Christmas Eve and New Year’s Day), vacation (22 days per year), sick leave, paid parental leave, tuition programs at the undergraduate and graduate level, medical, dental and vision coverage, flexible spending plans, College-provided short-and long-term disability, life insurance, and retirement. The College & Surrounding Area: Founded in 1848, Muhlenberg College is a private, four-year residential, liberal arts college offering baccalaureate and graduate programs. Muhlenberg College is dedicated to shaping creative, compassionate, collaborative leaders through rigorous academic programs in the arts, humanities, business, natural sciences and social sciences; as well as pre-professional programs in law, health and theology; and progressive workforce-focused post-baccalaureate certificates and master’s degrees. As part of eastern Pennsylvania’s scenic Lehigh Valley, Allentown is a diverse city of 125,000, located just 60 miles north of Philadelphia and 90 miles west of New York City. As the third largest city in the state, and along with neighboring Bethlehem and Easton, the region is home to a vibrant arts scene, extensive parks and recreational opportunities, and a rich blend of diverse cuisine. Check out Allentown and Life in the Lehigh Valley | Muhlenberg College to learn more.
Brian E. Dalton, MD
Brian E. Dalton, MD, is a highly esteemed doctor located at 120 E 2nd St #401, Erie, PA 16507. Renowned for his compassionate care and exceptional medical expertise, Dr. Dalton has garnered an impressive Patient Satisfaction Rating, reflecting the positive experiences of those he treats. Patients consistently praise Dr. Dalton and his dedicated team for their thoroughness, professionalism, and genuine concern for patient well-being.
White Rose Credit Union
White Rose Credit Union is a trusted financial institution located at 1529 Rodney Road in York, Pennsylvania, United States. As a member-owned cooperative, we are dedicated to providing personalized financial services and competitive rates to our members. Whether you're looking for a savings account, loan, or other financial products, our team of friendly professionals is here to help you achieve your financial goals. Join us today and experience the benefits of banking with a credit union that puts your needs first.
Chatman Group LLC
Chatman Group LLC is a finance institution located at 475 West Market Street in York, Pennsylvania. With a team of experienced professionals, Chatman Group LLC offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Chatman Group LLC is dedicated to providing personalized and reliable financial solutions. Visit us today to learn more about how we can help you secure your financial future.
Nearby cities:
- Abington
- Allentown
- Bala Cynwyd
- Bangor
- Bensalem
- Berwyn
- Bradford
- Chambersburg
- Cranberry Township
- Doylestown
- Easton
- Elkins Park
- Erie
- Gettysburg
- Hanover
- Hatboro
- Honesdale
- Horsham
- Indiana
- Jenkintown
- Jim Thorpe
- Johnstown
- Langhorne
- Natrona Heights
- New Hope
- Newtown
- Oakdale
- Oil City
- Philadelphia
- Pittsburgh
- Quakertown
- Scranton
- Verona
- Warminster
- Washington
- Wayne
- West Chester
- Wexford
- Wyomissing
- Yardley
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