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TOP 30 Senior insurance advisors in Pennsylvania
90 results found
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Sedonia Harsh - Financial Advisor, Ameriprise Financial Services, LLC
Sedonia Harsh - Financial Advisor, Ameriprise Financial Services, LLC is located at 107 West State Street, Kennett Square, Pennsylvania, United States. This institution specializes in providing comprehensive financial services to individuals, including asset management, investment strategies, estate planning, retirement planning, and insurance products. Sedonia Harsh holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in various aspects of financial planning. Additionally, Sedonia Harsh is trained as a Behavioral Financial Advisor and holds certifications in areas such as philanthropy, annuities, senior issues, divorce financial analysis, estate planning, exit planning, and more. With a commitment to excellence and a dedication to helping clients achieve their financial goals, Sedonia Harsh is a trusted advisor in the finance industry.
Prudential | Evan Jackson | Life Insurance & Financial Services
Prudential | Evan Jackson | Life Insurance & Financial Services is a trusted finance and insurance agency located at 227 Tuscany Road in Aston, Pennsylvania, United States. With a commitment to helping clients achieve financial security and peace of mind, this institution offers a range of life insurance and financial services tailored to meet individual needs. Whether you are looking to protect your family's future or plan for retirement, the experienced professionals at Prudential | Evan Jackson are dedicated to providing personalized solutions and expert guidance. Trust in their expertise and let them help you secure your financial future.
Gibbons Insurance Agency
Gibbons Insurance Agency is a reputable insurance agency located at 2908 Chichester Avenue in Marcus Hook, Pennsylvania. With a commitment to providing personalized and comprehensive insurance solutions, Gibbons Insurance Agency is dedicated to helping individuals and businesses protect what matters most. Whether you are in need of auto, home, life, or business insurance, their team of experienced agents is ready to assist you in finding the right coverage to fit your unique needs. Contact Gibbons Insurance Agency today to secure peace of mind for the future.
Matt Maturani - State Farm Insurance Agent
Matt Maturani - State Farm Insurance Agent is an insurance agency located at 318 West Baltimore Avenue, Media, Pennsylvania, United States. Situated in Media Borough across the street from Carol's Auto Tags and the Wine & Spirits Shoppe, the agency offers a range of insurance and financial services to residents of Media, Springfield, Aston, and Delaware County. With over 30 years of State Farm experience, the team at Matt Maturani State Farm is dedicated to helping clients protect their assets and loved ones. Services provided include auto insurance, homeowners insurance, life insurance, renters insurance, motorcycle insurance, and financial services. The agency also assists small business owners with their commercial insurance needs. Whether you are looking to insure your home, car, or business, the team at Matt Maturani State Farm is available to help you find the right coverage for your specific needs.
HealthMarkets Insurance - Emily Pfizenmayer
HealthMarkets Insurance - Emily Pfizenmayer is a reputable health insurance agency located at 436 E East Baltimore Pike in Media, Pennsylvania. With a commitment to providing personalized service and comprehensive coverage options, Emily Pfizenmayer and her team strive to help individuals and families find the perfect health insurance plan to meet their needs. Whether you are looking for individual, family, or Medicare coverage, HealthMarkets Insurance is dedicated to guiding you through the insurance process and helping you make informed decisions about your healthcare. Visit their office today to learn more about their services and how they can assist you in securing the right insurance plan for your health and well-being.
Prudential | Jerry Fiordimondo | Life Insurance & Annuities
Prudential | Jerry Fiordimondo | Life Insurance & Annuities is a reputable finance and insurance agency located at 232 Moria Place, Aston, Pennsylvania, United States. With a focus on providing top-quality life insurance and annuities products, our team is dedicated to helping clients protect their financial futures and achieve peace of mind. Trust in our expertise and personalized service to find the best insurance solutions tailored to your individual needs. Contact us today to learn more about how we can assist you in securing a stable and secure financial future.
Steven Smeltz - State Farm Insurance Agent
Steven Smeltz - State Farm Insurance Agent is located at 200 East Franklin Street in Greencastle, Pennsylvania, United States. Steven Smeltz is a Pennsylvania State University graduate with 25 years of experience in the insurance industry. As a Chartered Financial Consultant and Chartered Life Underwriter, Steven is dedicated to offering comprehensive insurance plans to his customers. At Steven's agency, he and his team provide a variety of insurance options including car insurance, renters and home insurance, business insurance, and life insurance. They are available to answer any insurance questions and provide free, no-obligation quotes for auto insurance. Steven also offers discounts for young drivers.
Greg Longo - State Farm Insurance Agent
Greg Longo - State Farm Insurance Agent is a reputable insurance agency located at 2820 Egypt Road in Audubon, Pennsylvania, United States. As a second-generation State Farm agent, Greg Longo takes pride in serving the insurance needs of Pennsylvania residents since 1993. The agency offers comprehensive coverage options for auto, homeowners, renters, life, and business insurance. Greg Longo has been recognized with various State Farm awards for excellence in service and currently serves on the Board of Directors for the Foundation at Shannondell, a non-profit organization supporting senior citizens, students, and the community in the Delaware Valley.
HealthMarkets Insurance - Kristy Hicks
HealthMarkets Insurance - Kristy Hicks is a reputable health insurance agency located at 1000 Carlisle Street in Hanover, Pennsylvania, United States. With a strong focus on providing personalized and comprehensive insurance solutions, Kristy Hicks and her team are dedicated to helping individuals and families find the right health coverage to meet their needs. Whether you are looking for individual health insurance, Medicare plans, or supplemental coverage, HealthMarkets Insurance - Kristy Hicks is committed to guiding you through the process and ensuring you have the coverage you need for peace of mind.
New York Life Insurance, agent Phillip L. Lobaugh
New York Life Insurance, agent Phillip L. Lobaugh, is a trusted insurance agency located at 2657 Airport Road in Chambersburg, Pennsylvania. With a commitment to providing personalized insurance solutions to meet the unique needs of each client, Phillip L. Lobaugh offers a range of insurance products and services to help individuals and families protect their financial future. Whether you are looking for life insurance, retirement planning, or investment options, Phillip L. Lobaugh is dedicated to helping you make informed decisions and secure your peace of mind. Contact us today to learn more about our offerings and how we can assist you in safeguarding your assets and loved ones.
Anchor Advisors
Anchor Advisors is a health insurance agency located at 115B Pennsylvania Avenue West in Warren, Pennsylvania. Specializing in health insurance benefits for seniors, Anchor Advisors was founded in 2017 by Jim Cheronis and his niece, Dora (Turner) Linkerhof. Together with family members Angie (Cheronis) Turner and Christine (Campbell) Cheronis, Anchor Advisors proudly serves Warren, PA and Chautauqua, NY counties and surrounding areas. As licensed Benefit Advisors, Anchor Advisors offers expertise in navigating all available options to help individuals select the right plan for their needs. Representing well-known insurance carriers in the area, Anchor Advisors provides insurance products for seniors and others in need of health coverage.
Jonathan Sweet - Financial Advisor, Ameriprise Financial Services, LLC
Jonathan Sweet - Financial Advisor, Ameriprise Financial Services, LLC, is a reputable institution located at 1570 Omega Drive in Pittsburgh, Pennsylvania, United States. Specializing in finance, Jonathan Sweet 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®, CFP®, 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 Jonathan Sweet's expertise and commitment to providing top-notch financial advice and services to individuals and businesses. Whether you are looking for retirement planning, estate planning, investment strategies, or insurance products, Jonathan Sweet - Financial Advisor, Ameriprise Financial Services, LLC, is dedicated to helping you achieve your financial goals.
Brian Stumpf - Financial Advisor, Ameriprise Financial Services, LLC
Brian Stumpf is a Financial Advisor at Ameriprise Financial Services, LLC located at 1570 Omega Drive in Pittsburgh, Pennsylvania, United States. Brian 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®, 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®. Brian specializes in providing financial advice and planning for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. He is also trained to assist veterans, active duty, Reserve, National Guard, and domestic partners with their financial needs. With a strong focus on ethical practices and comprehensive knowledge in asset management, investment strategies, estate planning, retirement planning, and insurance products, Brian is dedicated to helping clients make informed decisions to achieve their financial goals.
Merrill Lynch Financial Advisor Ross Tomer
Merrill Lynch Financial Advisor Ross Tomer, located at 417 Thorn Street, Sewickley, Pennsylvania, United States, is dedicated to helping successful families manage their wealth now and in the future. Supported by the global resources of Merrill, Ross Tomer and his team provide personalized service and build strong client relationships based on trust. With a consultative approach, Ross focuses on growing and preserving the wealth of senior corporate executives and closely-held businesses. He offers expertise in cash management, retirement planning, and insurance strategies. The team at Merrill Lynch Wealth Management works with a diverse clientele, including senior corporate executives and multi-generational families, to address their specific needs and priorities. The team's holistic approach includes strategies for hedging, monetizing concentrated positions, and transferring family businesses. With a focus on long-term goals and deep-seated aspirations, the team aims to provide continuity of care for multiple generations of families. Through Merrill Personal Wealth Analysis™, clients can create a personalized financial plan centered on their goals and focused on achieving what's most important to them. With a dedicated Merrill Lynch Wealth Management Advisor, clients can access personalized investment strategies and comprehensive financial solutions to help them achieve their financial goals.
Merrill Lynch Financial Advisor William H. Brown Jr.
Merrill Lynch Financial Advisor William H. Brown Jr. is a finance institution located at 417 Thorn Street, Sewickley, Pennsylvania, United States. The institution is dedicated to providing successful families with the resources they need to manage their wealth both now and in the future. Supported by the global resources of Merrill, the team at Merrill Lynch Financial Advisor William H. Brown Jr. is comprised of talented and experienced individuals who are committed to building strong client relationships based on trust and personalized service. The institution offers a wide range of services, including cash management, retirement planning, and insurance strategies. The team is focused on helping clients pursue meaningful financial goals with a clear purpose in mind. They take a consultative approach to devise a course of action that meets each client's individual needs and aspirations.
Tracey Smith - Financial Advisor, Ameriprise Financial Services, LLC
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.
Karen Hartley - Financial Advisor, Ameriprise Financial Services, LLC
Karen Hartley is a financial advisor at Ameriprise Financial Services, LLC, located at 5700 Corporate Drive in Pittsburgh, Pennsylvania, United States. She holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Karen also specializes in working with domestic partners, seniors, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Karen Hartley provides comprehensive financial planning services to help clients achieve their financial goals.
Mauricio Sanchez Rodriguez - Associate Financial Advisor, Ameriprise Financial Services, LLC
Mauricio Sanchez Rodriguez is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 258 Frye Farm Road in Greensburg, Pennsylvania, United States. Mauricio holds multiple 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, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Mauricio specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and seniors. Mauricio is dedicated to upholding the highest standards of ethics and professionalism in the financial industry. Contact Mauricio Sanchez Rodriguez for expert advice on asset management, investment strategies, estate planning, retirement planning, insurance products, and more.
Stephen T Meli - Private Wealth Advisor, Ameriprise Financial Services, LLC
Stephen T Meli is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 5100 Tilghman Street, Allentown, Pennsylvania, United States. Stephen T Meli holds various certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, CLU®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. These certifications indicate Stephen T Meli's expertise in asset management, investment strategies, retirement planning, estate planning, fiduciary practices, portfolio management, philanthropy, annuities, senior issues, divorce financial analysis, exit planning, financial analysis, long-term care planning, life insurance, and military financial advising. Stephen T Meli is dedicated to providing comprehensive and personalized financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
Alan Shannon-Breslin - Financial Advisor, Ameriprise Financial Services, LLC
Alan Shannon-Breslin is a financial advisor at Ameriprise Financial Services, LLC, located at 5100 Tilghman Street in Allentown, Pennsylvania, United States. Alan holds various certifications and designations 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, 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 Alan's expertise in asset management, wealth transfers, retirement planning, estate planning, investment fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, exit planning, securities analysis, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care planning, and life insurance. Alan is dedicated to providing comprehensive financial planning services to individuals and families, with a focus on meeting the unique needs and goals of each client.
Prudential | Alan Horoshock | Life Insurance & Annuities
Prudential | Alan Horoshock | Life Insurance & Annuities is a reputable finance and insurance agency located at 50 Glenmaura National Boulevard in Moosic, Pennsylvania, United States. With a focus on providing individuals and families with comprehensive life insurance and annuity solutions, this institution offers expert guidance and personalized services to help clients secure their financial future. Whether you are looking for protection for your loved ones or planning for retirement, Prudential | Alan Horoshock is dedicated to helping you make informed decisions and achieve your financial goals.
Prudential | Michael Anthony | Life Insurance & Annuities
Prudential | Michael Anthony | Life Insurance & Annuities is a reputable finance and insurance agency located at 1440 Keystone Road in Allentown, Pennsylvania, United States. Specializing in providing clients with comprehensive life insurance and annuities options, the institution is dedicated to helping individuals and families protect their financial future. With a team of experienced professionals, Prudential | Michael Anthony is committed to offering personalized services and tailored solutions to meet each client's unique needs and goals. Trustworthy, reliable, and customer-focused, this institution is a trusted partner in securing peace of mind and financial stability for its clients.
Anthony Barber - Financial Advisor, Ameriprise Financial Services, LLC
Anthony Barber is a financial advisor at Ameriprise Financial Services, LLC located at 5100 Tilghman Street in Allentown, Pennsylvania, United States. He holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and Behavioral Financial Advisor. These certifications demonstrate his expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, and portfolio management. Additionally, Anthony is knowledgeable in areas such as fixed-rate and variable annuities, issues impacting seniors, divorce financial analysis, estate planning, exit planning, securities analysis, mutual funds, special needs planning, long-term care, and life insurance. He is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and members of the military community. If you are seeking expert advice and guidance on your financial goals and investments, Anthony Barber is a trusted and experienced professional to help you navigate the complexities of financial planning.
Daniel Samarin - Financial Advisor, Ameriprise Financial Services, LLC
Daniel Samarin is a Financial Advisor at Ameriprise Financial Services, LLC located at 1000 Germantown Pike in Plymouth Meeting, 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, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, estate planning, exit planning, securities analysis, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care planning, and life insurance. Daniel Samarin is committed to providing comprehensive and personalized financial advice to his clients, with a focus on meeting their individual needs and goals.
Pat Trauger - Financial Advisor, Ameriprise Financial Services, LLC
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.
Brian Lucas - Financial Advisor, Ameriprise Financial Services, LLC
Brian Lucas is a Financial Advisor at Ameriprise Financial Services, LLC, located at 2300 Lincoln Highway, Langhorne, Pennsylvania, United States. Brian 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®. Brian specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. With a focus on asset management, estate planning, retirement planning, investment strategies, and insurance products, Brian is dedicated to helping clients achieve their financial goals. Contact Brian Lucas at Ameriprise Financial Services for expert financial advice and personalized wealth management solutions.
The Medicare Mentors - Benefit Advisors Insurance Group
The Medicare Mentors - Benefit Advisors Insurance Group is a leading health insurance agency located at 3145 West 26th Street in Erie, Pennsylvania, United States. Our team of experienced benefit advisors are dedicated to helping individuals navigate the complex world of Medicare and find the best coverage options for their needs. Whether you are new to Medicare or looking to make changes to your current plan, our knowledgeable mentors are here to guide you every step of the way. Contact us today to schedule a consultation and let us help you make informed decisions about your healthcare coverage.
CST Senior Insurance Services
CST Senior Insurance Services is a reputable health insurance agency located at 3897 Rynd Road in Cochranton, Pennsylvania, United States. Specializing in providing comprehensive insurance solutions for seniors, CST Senior Insurance Services offers personalized assistance and guidance to help individuals navigate the complexities of health insurance. With a team of experienced professionals, this institution is dedicated to helping seniors find the best coverage options that suit their specific needs and budget. Whether you are looking for Medicare plans, supplemental insurance, or long-term care coverage, CST Senior Insurance Services is committed to providing top-notch service and support to ensure peace of mind and financial security for all clients.
HealthMarkets: Lori Heimbach Insurance Agency
HealthMarkets: Lori Heimbach Insurance Agency is a reputable health insurance agency located at 4821 Timberline Road in Walnutport, Pennsylvania. Specializing in providing individuals and families with comprehensive health insurance coverage, the agency is dedicated to helping clients find the best insurance plans to meet their specific needs and budget. With a team of experienced agents, HealthMarkets: Lori Heimbach Insurance Agency offers personalized service and guidance throughout the insurance shopping process. Whether you are looking for individual health insurance, Medicare plans, or supplemental coverage, this agency is committed to helping you navigate the complex world of health insurance and make informed decisions about your coverage. Contact them today to get started on finding the right health insurance plan for you and your loved ones.
Senior Healthcare Advisors
Senior Healthcare Advisors is a health insurance agency located at 409 Lackawanna Avenue in Scranton, Pennsylvania, United States. Specializing in Medicare, individual life, and health insurance for seniors and families, our experienced team can help guide you or your loved ones to the best plan for your needs. We provide information and education on Original Medicare, which includes Part A and Part B, as well as other Medicare benefit plan options. Our goal is to ensure that our clients have a thorough understanding of their insurance coverage so they can make informed decisions about their healthcare. Trust Senior Healthcare Advisors to provide personalized and expert advice on navigating the complex world of healthcare insurance.
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