The Best Senior financial planning in New Hope, Pennsylvania

Pat Trauger is a financial advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Pat Trauger holds various 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Pat Trauger offers comprehensive financial planning services for individuals and businesses, focusing on asset management, retirement planning, estate planning, insurance products, investment strategies, and more. With a commitment to ethical practices and ongoing education, Pat Trauger is dedicated to helping clients achieve their financial goals.

Welcome to Joseph D Amore - Associate Financial Advisor at Ameriprise Financial Services, LLC, located in the heart of New Hope, Pennsylvania. Situated at 6444 Lower York Road, our office is dedicated to providing exceptional financial advisory services tailored to meet your unique needs. Joseph D Amore is committed to guiding you through the complexities of financial planning with professionalism and expertise. As a trusted financial advisor, Joseph holds numerous prestigious certifications, ensuring a broad and deep understanding of various financial disciplines. With the AAMS™ (Accredited Asset Management Specialist™) designation, Joseph adheres to a strict code of ethics and has completed comprehensive coursework that equips him to address real-world asset management challenges. This certification covers critical topics such as asset allocation, investment strategies, estate planning, and more.

Christian Baird Jr. - State Farm Insurance Agent is a reputable insurance agency located at 5878 Easton Road, Plumsteadville, Pennsylvania. With over 47 years of experience in the insurance industry, Christian Baird Jr. and his team specialize in providing auto insurance, homeowners insurance, life insurance, business insurance, and financial services. They cater to customers in Bucks County, Montgomery County, Philadelphia County, and Delaware County, offering personalized services and assistance with insurance needs. As an alumni of St. Joseph's University and a member of various insurance industry organizations, Christian Baird Jr. is dedicated to serving the community and supporting organizations such as Habitat for Humanity. The agency also provides valuable information on saving for college, safe driving tips, and legacy planning for grandparents.

United Retirement Advisor Group is a finance institution located at 992 Old Eagle School Road, Wayne, Pennsylvania, United States. We specialize in helping individuals build a spectacular life in retirement by establishing an income road map for years to come. Our goal is to provide greater certainty with a retirement plan that fits your lifestyle and aligns with your unique goals. At United Retirement Advisor Group, we understand that retirement is a different ballgame. Instead of growing your assets, you're focused on distribution, and we are here to help you navigate this new phase of your financial journey. Our team will work with you to create a retirement income strategy that you cannot outlive, using insurance products that fit your needs.

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:

Welcome to Nationwide Insurance: Gannon Insurance Associates Inc., your trusted insurance agency located at 2709 East Allegheny Avenue, Philadelphia, Pennsylvania. We are dedicated to providing comprehensive insurance solutions tailored to meet your unique needs. Whether you're looking to protect your vehicle, home, business, or family, our team is here to guide you every step of the way. Auto Insurance You Can Trust At Gannon Insurance Associates, we understand the importance of safeguarding one of your largest investments—your vehicle. We offer a range of auto insurance options, ensuring you have the right coverage without paying for more than you need. Our experts are here to help Philadelphia drivers navigate the complexities of liability, personal injury protection, comprehensive, collision, and under/uninsured motorist coverage. Contact us to discuss your auto insurance needs and ensure your plan is up-to-date.

Welcome to ATM, your convenient financial partner located at 6542 Lower York Road in the charming town of New Hope, Pennsylvania. As a dedicated financial service provider, we offer easy access to your banking needs, right at your fingertips. Whether you're a local resident or just passing through, our state-of-the-art ATM ensures you can securely withdraw cash, check your balance, and manage your finances with ease. Our location is designed to provide quick and efficient service, allowing you to continue with your day hassle-free. Visit us today and experience the convenience and reliability of our ATM services.

Welcome to Trilogy Construction Co. Located at 7696 Easton Road, Ottsville, Pennsylvania, Trilogy Construction Company is your trusted partner for comprehensive construction management and general contracting services. With decades of experience and a reputation for excellence, we proudly serve senior living, commercial, hospitality, healthcare, higher education, and retail sectors throughout the Northeast.