Senior financial advisory in Pennsylvania

Oak Bottom Village Apartments is located at 123 Groffdale Drive in Quarryville, Pennsylvania, United States. This institution offers affordable housing options with rent types including Income Limits Apply, Rents Based on Income, and Section 8 Vouchers Accepted. The institution is committed to non-discrimination and equal opportunity, in accordance with Federal law and U.S. Department of Agriculture policy. Sharlene Woodruff, Senior Vice President and Chief Financial Officer, leads the financial activities of HDC and its subsidiaries. Tammie Fitzpatrick, Chief Operating Officer, oversees strategic planning and departmental coordination. Debbie Gable, Vice President of Resident Services, supports residents with services promoting economic mobility and wellness.

Reed And Associates is a reputable accounting and finance institution located at 701 North Main Street in Masontown, Pennsylvania. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, Reed And Associates is dedicated to providing top-notch services to help you achieve your financial goals. Trustworthy and reliable, this institution is known for their personalized approach and commitment to client satisfaction. Visit Reed And Associates today for all your accounting and finance 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.

Enterprise Strategies Group is a finance institution located at 550 Washington Avenue, Carnegie, Pennsylvania, United States. Led by Retirement Planning Specialist Michael D. Freker, ChFC, CFP ®, the institution offers securities through Equitable Advisors, LLC and investment advisory products and services through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products are offered through Equitable Network, LLC. Enterprise Strategies Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Individuals may transact business only in state(s) in which they are properly registered and/or licensed. For more information about Equitable Advisors, LLC, please visit equitable.com/crs.

Randle El Wealth Advisors LLC is a finance institution located at 945 Liberty Avenue in Pittsburgh, Pennsylvania. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive wealth management services. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, our team is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

Pastin Wealth Management Group of Janney Montgomery Scott is a leading financial institution located in Pittsburgh, Pennsylvania, United States. As a trusted wealth management group, we provide personalized financial planning and investment services to help our clients achieve their financial goals. Our team of experienced professionals offers expert advice and guidance to help clients navigate the complexities of the financial world. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Pastin Wealth Management Group is here to help you every step of the way. With a focus on building long-term relationships based on trust and integrity, we are committed to helping our clients secure their financial futures.

Stone House Retirement Income Planners, located at 80 West Tioga Street in Tunkhannock, Pennsylvania, is a trusted finance institution with decades of combined experience in helping individuals achieve financial freedom during retirement. As a QuickBooks Certified ProAdvisor and Intuit Certified Bookkeeping Professional, we offer expert guidance and personalized solutions to meet your retirement goals. Our independent, fiduciary investment advisory firm ensures that your best interests are always prioritized. Whether you prefer to connect with us over the phone or through virtual meetings on Zoom, we make it convenient for you to access the right retirement solutions. Contact us today to start planning for a secure and fulfilling retirement."

Colborn Associates, located at 1515 McDaniel Drive in West Chester, Pennsylvania, has been advising clients since 1927. As a family financial planning firm, we specialize in helping individuals with cash flow management, family protection, estate planning, and other financial services. Our goal is to simplify the complexities of retirement planning and make it easy to understand. Planning for the future can be overwhelming, but our team of experts is here to guide you through the various options available. We understand that retiring from work involves more than just staying home - it also requires adjustments to financial, medical, and personal plans.

Dynasty Advisors LLC is a finance institution located at 200 Barr Harbor Drive in Conshohocken, Pennsylvania, United States. As a trusted financial advisory firm, Dynasty Advisors LLC offers a wide range of services to help clients achieve their financial goals. From investment planning to retirement strategies, their team of experienced advisors is dedicated to providing personalized solutions tailored to each client's unique needs. With a commitment to excellence and a focus on building long-term relationships, Dynasty Advisors LLC is the go-to institution for all your financial planning needs.

SD Associates, P.C. is a reputable accounting and finance institution located at 300 Yorktown Plaza in Elkins Park, 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 commitment to excellence and personalized service sets them apart from other firms in the industry. Whether you are an individual or a business owner, SD Associates, P.C. is dedicated to helping you achieve your financial goals.

David G Meschel CPA, CFP is a finance institution located at 933 Pickering Drive in Yardley, Pennsylvania, United States. With over 20 years of professional financial experience, David Meschel's mission is to provide financial confidence to his clients by educating and assisting them in wealth accumulation, protection, and distribution. Specializing in investment advisory services, retirement planning, and legacy planning, David offers comprehensive solutions for individuals, families, and businesses as an independent Financial Advisor. As a graduate of Miami University with a Bachelor of Science in Accountancy, David is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNERTM professional. Outside of his professional work, David is actively involved in his community, serving on the Board of Directors for Financial Executives International and volunteering for Big Brothers Big Sisters of Bucks County. To learn more about David Meschel's services, you can visit his website where you can find interesting calculators and videos to watch.

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.

Jessica Kurtz is a reputable financial institution located at 101 Commonwealth Drive in Warrendale, Pennsylvania, United States. With a strong focus on providing top-notch financial services to their clients, Jessica Kurtz is known for their expertise in wealth management, investment strategies, and financial planning. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment advice, or wealth preservation strategies, Jessica Kurtz is the go-to institution for all your financial needs.

Main Line Retirement Advisors is a leading financial institution located in Radnor, Pennsylvania. We specialize in providing expert retirement planning and advisory services to help our clients achieve their financial goals and secure their future. Our experienced team of advisors offers personalized solutions tailored to each client's unique needs and circumstances. Whether you are looking to retire soon or are planning for the future, Main Line Retirement Advisors is here to help you navigate the complexities of retirement planning and make informed financial decisions. Visit us at 150 North Radnor Chester Road to learn more about how we can assist you in securing a comfortable and worry-free retirement.

Rockefeller Capital Management, located at 100 Front Street in Conshohocken, Pennsylvania, is a prestigious finance institution that has served families, individuals, institutional investors, and corporations for more than seven generations. With a commitment to innovation and a legacy of success, Rockefeller Capital Management offers individualized service at every stage of wealth management. The institution provides independent, strategic business advice for private and public companies through a team of senior investment bankers known for their integrity and expertise. Rockefeller Capital Management is dedicated to delivering unique insights and outcomes to serve the needs of institutions, financial professionals, and other investors.

Bank of America Private Client Advisor Paulette Callas is a Senior Vice President, Private Client Advisor and Institutional Client Advisor located at 300 Conshohocken State Road in Conshohocken, Pennsylvania. With over 29 years of banking experience, Paulette specializes in managing customized relationships for individuals, families, and institutional leaders. She collaborates with a team of specialists at Bank of America Private Bank to provide integrated wealth planning strategies, investment management, credit, trust and estate services, and philanthropic guidance. Paulette aims to understand the unique dynamics of each client relationship and offers a personalized approach. Prior to joining Bank of America Private Bank, Paulette held senior roles at Wells Fargo and predecessor banks, overseeing commercial and institutional relationships. She is actively involved in the community, serving on advisory councils for organizations such as the World Affairs Council of Philadelphia and the Philadelphia Museum of Art. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, with a focus on meeting the financial goals and best interests of their clients. With a history of over 200 years, Bank of America Private Bank helps clients navigate the complexities of managing significant wealth, drawing on a personalized approach and resources to achieve financial objectives. The institution values innovation and strives to anticipate and respond to evolving markets and financial landscapes. Please note that by visiting the Bank of America Private Bank website, you may be directed to FINRA’S BrokerCheck website for additional information.

Sean Seese is a finance institution located at 100 Front Street, Conshohocken, Pennsylvania, United States. At Sean Seese, we understand that life's grandest visions require thoughtful plans. Our team is dedicated to meeting the dynamic needs of each client, adapting to how those needs unfold over every stage of wealth. We provide solutions to your unique challenges while offering an elevated level of service. Our services include fireside chats with members of Harvey Seese Wealth Advisory and Rockefeller's Senior Leaders, expert guidance to empower your decision making, seamless financial management for your family and future, and a full suite of financial solutions through our network. We ensure stability for today and your family's future, help you invest intelligently in your community, and offer bespoke investment strategies aligned with your financial objectives.

Barry Ford - TD Wealth Relationship Manager is a financial institution located at 200 Lombard Street in Philadelphia, Pennsylvania, United States. As a relationship manager with TD Wealth, Barry Ford provides personalized financial advice and services to help clients achieve their wealth management goals. With a focus on building strong relationships and understanding each client's unique financial needs, Barry Ford offers expert guidance on investments, retirement planning, and estate planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Barry Ford is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Mitchell Sinkler & Starr is a finance institution located in Philadelphia, Pennsylvania, United States. With over 50 years of experience, we are dedicated to serving our clients' best interests as a Registered Investment Advisor. Our team is committed to our fiduciary responsibility, ensuring that our clients receive the highest level of service and expertise. Contact us at 215.665.1450 or toll free at 888.665.1452, or email us at info@mssadvisors.com. Visit us at Two Penn Center Plaza Suite 1320 in Philadelphia.

HEC Tax Services is a reputable accounting and finance institution located at 7207 Rising Sun Avenue in Philadelphia, Pennsylvania, United States. With a team of experienced professionals, HEC Tax Services offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, HEC Tax Services is dedicated to providing personalized and reliable financial solutions to help you reach your goals. Contact them today to schedule a consultation and take control of your financial future.

Saint Thomas Court Apartments, located at 570 Grant Street in Hazleton, Pennsylvania, offers affordable housing options for those who meet income limits and qualify for Section 8 vouchers. The institution also has a 1 Bedroom ADA Apartment for Hearing/Vision Impaired individuals at $825 per month, with specific features for those who need them. Sharlene Woodruff, the Senior Vice President and Chief Financial Officer, has been with HDC for over 30 years and is dedicated to the organization's mission. Tammie Fitzpatrick, the Chief Operating Officer, leads the strategic planning and execution of HDC's goals. Residents are encouraged to volunteer and engage in community-building activities, such as community gardens and health fairs. HDC also supports resident advocacy opportunities, voter registration drives, and resident leadership programs. The Resident Advisory Council provides a platform for residents to share their ideas and feedback on community developments. The Resident Academy of Leadership and Inspiration (RALI) offers training workshops for residents to develop leadership and project planning skills. Additionally, HDC partners with organizations to create new housing communities, such as the one at 1528 West in Allentown for adults with intellectual and developmental disabilities. Residents and staff work together to identify and address community concerns, making HDC a place where every voice matters and contributes to positive change.

Heritage Point Apartments, located at 151 Dana Street in Wilkes-Barre Township, Pennsylvania, offers affordable housing options for individuals and families in need. Income limits apply, and Section 8 vouchers are accepted at this community. Sharlene Woodruff, the Senior Vice President and Chief Financial Officer of HDC, has been with the organization for over 30 years. She oversees finance and accounting activities for HDC and its subsidiaries, ensuring the organization's mission of creating thriving communities where every resident can reach their full potential. When not working, Sharlene enjoys spending time with her dogs and camping with her husband.

Hamburg School Apartments is a housing institution located at 690 State Street, Hamburg, Pennsylvania, United States. The institution offers affordable housing options with income limits and accepts Section 8 vouchers. Six apartments are specifically adapted for individuals needing accessible (ADA) accommodations. To be eligible, applicants must have a minimum gross combined yearly household income of $31,750 per year. The maximum gross yearly household income varies depending on the total number of people residing in the apartment. Sharlene Woodruff serves as Senior Vice President and Chief Financial Officer at HDC, the organization behind Hamburg School Apartments. She has been with HDC for over 30 years and oversees finance and accounting activities. Tammie Fitzpatrick, the Chief Operating Officer, is responsible for strategic planning and implementation, as well as leading various departments within HDC.

Saint Stanislaus Apartments is an institution located at 145 Old Newport Street, Pennsylvania, United States. The institution offers affordable housing options with income limits that must be met to qualify. Section 8 vouchers are accepted, and ADA (handicapped accessible) features are available for those who need them. The institution is dedicated to creating thriving communities where every resident can reach their full potential and lead fulfilling lives. Senior Vice President and Chief Financial Officer, Sharlene Woodruff, has been a part of the HDC team for over 30 years. She is responsible for managing finance and accounting activities for HDC and its subsidiaries. Sharlene is passionate about the institution's mission and enjoys spending time with her dogs and camping with her husband.

Market Square Apartments is located at 801 Penn Street in Reading, Pennsylvania. This institution offers affordable housing with income limits and accepts Section 8 vouchers. Rent includes heat, water, sewer, and trash removal. The Senior Vice President and Chief Financial Officer, Sharlene Woodruff, has been with HDC for over 30 years and is dedicated to the organization's mission. The Chief Operating Officer, Tammie Fitzpatrick, leads the strategic planning and execution of HDC's goals. Residents are encouraged to volunteer and participate in community activities such as community gardens, health fairs, and advocacy opportunities. The Resident Advisory Council and Resident Association provide platforms for residents to share their ideas and feedback. The Resident Academy of Leadership and Inspiration (RALI) offers training workshops for residents to develop leadership skills and carry out community projects. Market Square Apartments is committed to creating thriving communities where every resident can reach their full potential.

Ash Park Terrace and Washington House Apartments are located at 70 South 3rd Avenue in Coatesville, Pennsylvania. These senior 55 apartments offer preference to elderly, handicapped, and disabled individuals. Rent is based on income and includes electric, heat, water, sewer, and trash removal. Income guidelines apply and are included in the application process. The institution is managed by HDC, with Sharlene Woodruff serving as Senior Vice President and Chief Financial Officer. Sharlene has been with HDC for over 30 years and is responsible for managing finance and accounting activities. Tammie Fitzpatrick serves as Chief Operating Officer, leading the organization's strategic planning and execution.

Glenbrook Apartments, located at 463 Main Street in Atglen, Pennsylvania, offers 2 and 3 bedroom apartments for low-to-moderate income individuals and families. The community is conveniently located near shopping centers and parks, providing residents with easy access to amenities and outdoor recreation opportunities. Rent is based on 30% of adjusted household income, and income limits apply for qualification. The institution is part of HDC MidAtlantic, a nonprofit organization dedicated to creating thriving communities where every resident can reach their full potential. Led by Senior Vice President and Chief Financial Officer, Sharlene Woodruff, HDC is committed to providing affordable housing and opportunities for residents to engage in community-building activities.

Denney Reyburn Apartments is located at 30 West Barnard Street in West Chester, Pennsylvania. This institution offers affordable housing with rent that includes electric, water, sewer, and trash removal. The Senior Vice President and Chief Financial Officer, Sharlene Woodruff, has been with HDC for over 30 years and is dedicated to the mission of creating thriving communities. The Chief Operating Officer, Tammie Fitzpatrick, leads the strategic planning and execution of HDC's goals. Residents at Denney Reyburn Apartments have the opportunity to participate in community activities such as creating community gardens, hosting health fairs, and planning celebrations. The institution also conducts voter education and advocacy initiatives to empower residents to speak out on important issues. The Resident Advisory Council provides a platform for residents to share their feedback and shape the design process of future developments.

South Side Lofts is an affordable housing institution located at 435 Hayes Street in Bethlehem, Pennsylvania. The institution offers 1, 2, and 3 bedroom apartments with varying rent prices. Income limits apply, and Section 8 vouchers are accepted. The Senior Vice President and Chief Financial Officer, Sharlene Woodruff, has been with HDC for over 30 years and is dedicated to the mission of creating thriving communities. The Chief Operating Officer, Tammie Fitzpatrick, leads the organization's strategic plan and staff development. The Vice President of Resident Services, Debbie Gable, supports residents with economic mobility and wellness. Residents are encouraged to participate in community activities, advocacy opportunities, and the Resident Academy of Leadership & Inspiration. HDC believes in empowering resident voices and creating equitable communities. The institution also partners with local organizations to provide support and resources to residents. Residents can participate in the Resident Advisory Council, Resident Association, and Community Leadership Institute. HDC's first community with a preference for adults with intellectual and developmental disabilities, 1528 West in Allentown, offers 49 new affordable apartments funded by various sources. The institution is committed to creating inclusive and supportive housing communities for all residents.

Girardat LP is a reputable institution located at 7619 Vincent Road in Cochranton, Pennsylvania, United States. We are committed to providing high-quality services to our clients, including financial consulting, investment management, and estate planning. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to learn more about how Girardat LP can assist you in securing your financial future.