Risk management and insurance solutions in Pennsylvania

Aventine Financial Group, located at 4259 West Swamp Road in Doylestown, Pennsylvania, is a finance institution dedicated to helping clients protect and grow their wealth while achieving financial peace of mind. As fiduciaries, they prioritize their clients' best interests, providing tailored solutions to improve their unique financial situations. The institution offers different levels of service, such as Aventine Platinum Client for customized investment strategies and Aventine Premium Client for personalized financial coaching. With a holistic approach and commitment to transparency, Aventine Financial Group uses innovative technology for tax-efficient, smart investing to help clients prepare for life's financial challenges. The institution is associated with the Financial Planning Association and employs CERTIFIED FINANCIAL PLANNER™ professionals to provide high-quality financial advice and services. Their partnership with Zoe Financial ensures that they work with the top 5% of wealth managers in the United States, offering clients a modern wealth platform to find and hire trusted financial advisors.

National Financial Network is a leading finance and insurance agency located in Blue Bell, Pennsylvania. Our experienced team of professionals is dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. With a focus on building long-term relationships with our clients, we offer a wide range of services including financial planning, investment management, retirement planning, and insurance solutions. Visit us at 1767 Sentry Parkway West to learn more about how we can help you secure your financial future.

JSO Partners is a reputable finance and insurance agency located at 725 West Skippack Pike in Blue Bell, Pennsylvania, United States. With a strong commitment to providing top-notch financial and insurance services, JSO Partners is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at JSO Partners are here to assist you every step of the way. Trust JSO Partners to provide you with personalized solutions tailored to your specific needs and circumstances.

Keristen Bazile: Primerica - Financial Services is a finance and insurance agency located at 261 Old York Road in Jenkintown, Pennsylvania, United States. With a focus on providing comprehensive financial services, including investment strategies, retirement planning, and insurance solutions, the institution is dedicated to helping individuals and families achieve their financial goals. With a team of experienced professionals, Keristen Bazile: Primerica offers personalized guidance and tailored solutions to meet the unique needs of each client. Whether you are looking to secure your financial future or protect your assets, this institution is committed to providing expert advice and top-notch service.

Kalish Financial Services LLC is a reputable finance institution located at 2824 Cottman Avenue in Philadelphia, Pennsylvania. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, Kalish Financial Services LLC is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and reliable, they strive to build long-lasting relationships with their clients based on integrity and professionalism. Visit them today to see how they can help you secure your financial future.

Charles Lutz: Primerica - Financial Services is an insurance agency located at 311 East Harford Street in Milford, Pennsylvania, United States. As a part of the Primerica network, we specialize in providing a range of financial services to our clients, including insurance products and investment opportunities. With a focus on helping individuals and families secure their financial futures, our experienced team at Charles Lutz: Primerica is dedicated to providing personalized and comprehensive solutions tailored to each client's unique needs. Contact us today to learn more about how we can help you achieve your financial goals.

Marshall Financial Group, located at 33 West Court Street in Doylestown, Pennsylvania, is a finance institution that goes beyond just planning for retirement. They work with busy professionals, entrepreneurs, and multigenerational families to holistically manage their wealth and support their overall wellbeing for both today and tomorrow. By helping clients mitigate risk and make informed decisions, Marshall aims to help them enjoy their wealth now while also providing peace of mind for the future. The institution believes that a sound financial position leads to a happier, healthier life. They offer total wealth management services, taking the time to understand what wealth means to each client and helping them achieve their goals, whether it's more time with family, pursuing passions, or living a purposeful life. Marshall is a Fee-Only Wealth Management company founded by Bill Marshall, a pioneer in the field of financial planning. Although Bill Marshall and Jeanne Robinson are no longer with the company, Marshall Financial Group remains dedicated to their clients and community.

Cornerstone Financial Services Group is a leading accounting and finance institution located at 3100 Alpin Drive in Dresher, Pennsylvania, United States. With a team of experienced professionals, they provide a range of financial services including tax preparation, financial planning, and investment management. Their commitment to excellence and personalized service sets them apart in the industry, helping clients achieve their financial goals and secure their financial future.

Paladin Retirement Advisors is a finance institution located at 532 Durham Road in Newtown, Pennsylvania, United States. Our team of financial consultants and planners in Bucks County are dedicated to helping you achieve your ideal retirement. Schedule a meeting with us to discuss your retirement goals and receive a custom strategy tailored to your unique needs. Our Retirement Shield tool will analyze your current financial situation and help determine the best path forward.

Pinnacle Financial Services is an insurance agency located at 65 West Street Road, Warminster, Pennsylvania, United States. We specialize in Medicare Advantage, Prescription Drug Plans, and Medicare Supplements. Our online enrollment system makes it easy for agents and agencies to complete Health Risk Assessments and get paid. Whether you're a financial advisor, broker, or independent insurance agent, we invite you to join our team. We provide training on product and sales topics to help grow your business and offer access to top carriers in the senior market. Stay ahead of the competition with our cutting-edge technology and support from our team of specialists. Follow us on social media for the latest updates and information. Don't miss out on the Medicare Open Enrollment Period from January 1st to March 31st each year. Let Pinnacle Financial Services be your virtual back office and help you every step of the way. Join us and be part of a dynamic and innovative team.

Wealth Protection Strategies is a leading financial institution located at 290 Union Square Drive in New Hope, Pennsylvania, United States. Specializing in finance, our team of experts is dedicated to helping clients safeguard and grow their assets through personalized wealth protection strategies. Whether you are looking to plan for retirement, protect your investments, or secure your financial future, our experienced professionals are here to provide you with the guidance and support you need. Contact us today to learn more about how we can help you achieve your financial goals.

Edward Jones - Financial Advisor, Jim Lyons, CFP®|AAMS™, is a renowned financial institution located at 1760 West 8th Street in Erie, Pennsylvania. Specializing in providing personalized financial planning services, Jim Lyons and his team are dedicated to helping clients achieve their financial goals and secure their future. With a focus on comprehensive financial planning, investment strategies, and retirement planning, Edward Jones is committed to providing top-notch financial advice and guidance to individuals and families in the Erie area. Whether you are looking to build wealth, plan for retirement, or navigate complex financial decisions, Jim Lyons and his team at Edward Jones are here to help you every step of the way.

Terry Hokaj - Thrivent is a finance institution located at 3800 West 12th Street in Erie, Pennsylvania, United States. As a licensed financial professional in multiple states, including AZ, CA, CO, MD, NY, OH, PA, SC, TN, and VA, Terry Hokaj provides personalized financial guidance to help clients reach their goals. By understanding each client's unique financial situation and needs, Terry Hokaj develops tailored financial strategies to help them make informed decisions and move forward towards their objectives. Services may include cash flow allocation, investment diversification, and risk reduction through life insurance. Thrivent, the marketing name for Thrivent Financial for Lutherans, offers insurance products, securities, and investment advisory services through its subsidiary Thrivent Investment Management Inc. Clients can further their planning engagement with Thrivent through its Dedicated Planning Services for a fee. It's important to note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their own professionals in those areas. For more information about Thrivent's services and financial advisors, visit thrivent.com.

David D Tofel - Financial Advisor, Ameriprise Financial Services, LLC, located at 1704 West 26th Street in Erie, Pennsylvania, offers a wide range of financial services to individuals and small business owners. David D Tofel holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, investment planning, retirement planning, estate planning, and insurance products. With a focus on ethical practices and continuing education, David D Tofel is dedicated to providing personalized financial advice tailored to each client's unique needs and goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, David D Tofel can help you make informed decisions and achieve financial success.

HBK Sorce Financial is a leading finance and insurance agency located at 235 West 6th Street in Erie, Pennsylvania, United States. With a team of experienced professionals, we offer a wide range of financial services including investment planning, retirement planning, insurance solutions, and more. Our goal is to help individuals and businesses achieve their financial goals and secure their future. Visit us today to learn more about how HBK Sorce Financial can help you.

De Garmo Financial Services is a reputable finance institution located at 2898 Mercer Road in New Castle, Pennsylvania, United States. Specializing in a wide range of financial services, including investment management, retirement planning, and wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, De Garmo Financial Services is committed to providing expert financial guidance to individuals and businesses alike. Contact us today to learn more about how we can help you secure your financial future.

Edward Jones - Financial Advisor: Todd Erdos is a reputable finance institution located at 290 North Street in Meadville, Pennsylvania, United States. Todd Erdos is a dedicated and experienced financial advisor who is committed to helping his clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, Todd Erdos provides expert advice on investments, retirement planning, insurance, and more. Whether you are looking to build wealth, save for the future, or protect your assets, Todd Erdos and Edward Jones are here to help you every step of the way.

Ferguson Financial Services is a reputable accounting and finance institution located at 435 Main Street in Saegertown, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, Ferguson Financial Services is dedicated to providing personalized and reliable financial solutions to help you achieve your goals. Contact them today to schedule a consultation and take control of your financial future.

Huggins Actuarial Services, Inc. is a reputable actuarial consulting firm located at 111 Veterans Square in Media, Pennsylvania, United States. With a team of experienced actuaries, they provide expert analysis and strategic solutions to help clients manage risk and make informed financial decisions. Whether working with insurance companies, pension funds, or government agencies, Huggins Actuarial Services is dedicated to delivering high-quality, customized services to meet the unique needs of each client. Their commitment to excellence and professionalism sets them apart as a trusted partner in the actuarial industry.

Frank Mindicino is a Financial Advisor at Ameriprise Financial Services, LLC located at 54 Buhl Boulevard in Sharon, Pennsylvania, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and more. Frank Mindicino is dedicated to providing comprehensive financial planning services to his clients, with a focus on helping individuals and small business owners achieve their financial goals.

BGB Advisors Inc is a reputable finance institution located at 828 West Avenue in Jenkintown, Pennsylvania, United States. Our team of experienced advisors provides personalized financial solutions to help clients achieve their goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are dedicated to helping you navigate the complexities of the financial world. Trust BGB Advisors Inc to provide expert guidance and support for all your financial needs.

Tracey Smith is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1 Altoona Place in Mount Lebanon, Pennsylvania, United States. Tracey holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Tracey specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Tracey's expertise includes asset management, investment strategies, estate planning, retirement planning, insurance products, tax planning, risk management, and more. With a commitment to ethics and continuing education, Tracey is dedicated to helping clients achieve their financial goals and secure their financial future.

Edward Jones - Financial Advisor: Lori L Sibble, AAMS™|CRPC™ is a reputable financial institution located at 3233 Pennsylvania 257 in Seneca, Pennsylvania, United States. Specializing in personalized financial planning and investment strategies, Lori L Sibble is a highly qualified professional with designations as an Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC). With a commitment to providing top-notch financial advice and guidance, clients can trust Edward Jones to help them achieve their financial goals and secure their future.

Barchetti Financial Services is a reputable accounting and finance institution located at 470 Morgantown Street in Uniontown, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment advisory. Whether you are an individual or a business owner, Barchetti Financial Services is committed to providing personalized and tailored solutions to meet your financial needs. Trustworthy and reliable, they strive to help their clients achieve their financial goals and secure a stable financial future.

Chris Zurich - Prudential Financial is a reputable finance and insurance agency located at 3901 Washington Road in McMurray, Pennsylvania. With a strong focus on providing top-notch financial services and insurance solutions to individuals and businesses, the institution is dedicated to helping clients achieve their financial goals and secure their futures. The team at Chris Zurich - Prudential Financial is highly experienced and knowledgeable, ensuring that clients receive personalized and professional guidance every step of the way. Whether you are looking for investment advice, retirement planning, or insurance coverage, Chris Zurich - Prudential Financial is committed to serving your needs with excellence and integrity.

Upstreet Financial - Frank C Kinter Jr is an insurance agency located at 922 Philadelphia Street in Indiana, Pennsylvania, United States. With a focus on providing top-notch insurance services to individuals and businesses, they offer a wide range of insurance products to meet the diverse needs of their clients. Whether you are looking for health, life, auto, or home insurance, their team of experienced professionals is dedicated to helping you find the right coverage at the best possible rates. Trust Upstreet Financial - Frank C Kinter Jr to protect what matters most to you.

Bernard J Lynch Associates is a reputable insurance agency located at 109 North Fairfield Street in Ligonier, Pennsylvania, United States. With a focus on providing personalized and comprehensive insurance solutions, they offer a wide range of services to meet the needs of their clients. Whether you are looking for auto, home, life, or business insurance, Bernard J Lynch Associates is dedicated to helping you find the right coverage at the best possible price. Their team of experienced professionals is committed to providing exceptional customer service and expert guidance to ensure that you have the protection you need. Contact them today to learn more about how they can help you with your insurance needs.

Thrivent Financial, located at 102 Tomahawk Drive in Kutztown, Pennsylvania, is a finance institution dedicated to helping individuals achieve their financial goals with confidence. Their experienced financial advisors work closely with clients to understand their unique needs and create personalized financial plans that prioritize what matters most to them. Thrivent offers a range of services, including free virtual coaching through Money Canvas™, charitable planning options, and generosity programs to give back to the community. As a Fortune 500 organization, Thrivent provides advice, investments, insurance, banking, and solutions to help clients make the most of their resources. With $162 billion in assets under management/advisement, Thrivent is rated by top financial institutions such as AM Best, Moody's Investors Service, and S&P Global Ratings. Whether you are just starting out or nearing retirement, Thrivent's financial advisors are dedicated to helping you navigate life's challenges and opportunities, allowing you to live a more meaningful and generous life. Contact Thrivent today to schedule a free introductory appointment with a financial advisor who can answer all your questions and help you put your financial plans into motion.

Adams, LaVentura & Associates is a well-established financial consulting firm located at 8484 Allentown Pike in Blandon, Pennsylvania. With a team of experienced professionals, they provide a wide range of services including financial planning, investment management, and retirement planning. Their personalized approach and commitment to client satisfaction have earned them a reputation as a trusted advisor in the community. Whether you are looking to grow your wealth, plan for the future, or navigate complex financial decisions, Adams, LaVentura & Associates is dedicated to helping you achieve your goals.

Financial Strategies & Designs, Inc. is a leading finance institution located at 7540 Windsor Drive in Allentown, Pennsylvania, United States. Our team of expert financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and designs. Whether you are looking to plan for retirement, invest in the stock market, or secure a loan, our experienced professionals are here to guide you every step of the way. Trust Financial Strategies & Designs, Inc. to provide you with the financial solutions you need to succeed.