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TOP 30 Small business financial planning in Indiana, PA
8 results found
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Merrill Lynch Financial Advisor Luke Anderson
Merrill Lynch Financial Advisor Luke Anderson is a finance institution located at 682 Philadelphia Street in Indiana, Pennsylvania, United States. The institution, part of the Mackey Weber Group, is dedicated to working closely with individuals, institutions, and families to simplify and improve their financial circumstances. With a focus on the client's specific goals, the team of financial advisors utilizes investment insights from Merrill Lynch and banking resources from Bank of America to address complex challenges. The team offers personalized financial strategies aligned with individual goals, including planning for education, retirement, healthcare costs, and wealth preservation. The experienced team, including Scott Weber, Donna Yvanek, and Luke Anderson, each with over 60 years of combined experience in the financial services industry, hold the CERTIFIED FINANCIAL PLANNER certification. They specialize in working with medical industry professionals, small business owners, and non-profit organizations, offering tailored financial solutions to meet unique needs and objectives. The team also structures and advises on 401k plans for companies of all sizes, providing comprehensive investment options and on-location education for employees.
Merrill Lynch Financial Advisor Donna M Yvanek
Merrill Lynch Financial Advisor Donna M Yvanek is located at 682 Philadelphia Street, Indiana, Pennsylvania, United States. The institution, part of the Mackey Weber Group, is dedicated to simplifying and improving the financial circumstances of individuals, institutions, and families. With a focus on client-specific goals, the team of financial advisors utilizes investment insights from Merrill and banking resources from Bank of America to address complex challenges. The team, consisting of Scott Weber, Donna Yvanek, and Luke Anderson, collectively have over 60 years of experience in the financial services industry and are all CERTIFIED FINANCIAL PLANNER professionals. The Mackey Weber Group specializes in working with medical professionals, small businesses, and non-profit organizations, offering personalized financial strategies tailored to each client's unique needs. From structuring and advising on 401k plans to managing endowments and foundations, the team provides comprehensive solutions to help clients achieve their financial goals. Additionally, the institution offers discounted mortgages, home equity lines, and credit options to assist clients in managing their liabilities effectively.
First Commonwealth Bank
First Commonwealth Bank is a trusted financial institution located at 600 Philadelphia Street in Indiana, Pennsylvania. As a full-service bank, we offer a wide range of financial services including savings accounts, checking accounts, loans, mortgages, and investment options. Our ATM services provide convenient access to cash for our customers. In addition, we also offer insurance services to help protect our clients' financial well-being. With a commitment to providing exceptional customer service and personalized financial solutions, First Commonwealth Bank is dedicated to helping individuals and businesses achieve their financial goals.
First Commonwealth Insurance
First Commonwealth Insurance is a trusted insurance agency located at 654 Philadelphia Street in Indiana, Pennsylvania. We specialize in providing a wide range of insurance products and services to meet the needs of our customers. Whether you are looking for auto, home, life, or business insurance, our team of experienced agents is here to help you find the right coverage at the right price. As part of the First Commonwealth family, we are committed to providing excellent customer service and personalized insurance solutions. Visit us today to see how we can help protect what matters most to you.
Erie Insurance - Carosella Insurance
Erie Insurance - Carosella Insurance is a trusted insurance agency located at 3281 Leechburg Road in Lower Burrell, Pennsylvania, United States. They are dedicated to helping individuals, businesses, and families save money, reduce risk, and protect their financial future. The Carosella Insurance team is known for their exceptional customer service and expertise in the insurance industry. They are licensed in multiple states including Kentucky, Florida, Georgia, Indiana, Maryland, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Virginia, and West Virginia. Whether you are looking for personal or business insurance, Erie Insurance - Carosella Insurance is here to help you with all your insurance needs.
Marion Center Bank
Marion Center Bank is a trusted financial institution located at 1271 Indian Springs Road in Indiana, Pennsylvania. As a full-service bank, Marion Center Bank offers a wide range of financial products and services to meet the needs of individuals and businesses in the community. With a commitment to personalized service and a strong focus on customer satisfaction, Marion Center Bank is dedicated to helping customers achieve their financial goals. Whether you're looking for a checking account, savings account, loan, or investment services, Marion Center Bank has the expertise and resources to assist you. Visit Marion Center Bank today and experience the difference of banking with a local, community-focused institution.
InFirst Bank Main Office
InFirst Bank Main Office is a leading financial institution located at 935 Philadelphia Street in Indiana, Pennsylvania. As a full-service bank, we offer a wide range of financial services to meet the needs of our customers, including personal and business banking, loans, mortgages, and investment options. Our convenient location provides easy access to our ATM services, making it simple for customers to manage their finances anytime, anywhere. With a commitment to exceptional customer service and a dedication to helping individuals and businesses achieve their financial goals, InFirst Bank Main Office is the trusted choice for all your banking needs.
Ronald C McCrory CPA LLC
Ronald C McCrory CPA LLC is a reputable accounting and finance institution located at 1480 Indian Springs Road in Indiana, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Whether you are an individual or a business in need of financial guidance, Ronald C McCrory CPA LLC is dedicated to providing top-notch services to help you achieve your financial goals. Their commitment to excellence and personalized approach sets them apart in the industry.
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