TOP 10 Sound financial planning in Pennsylvania

Christy Alvord - Thrivent is a finance institution located at 236 Brodhead Road in Bethlehem, Pennsylvania, United States. The Groleau Financial Group, which operates under the Thrivent name, offers professional, affordable, and comprehensive financial guidance to individuals looking to make the most of their hard-earned money. With a team of experienced professionals, they assist clients in making sound financial decisions to reach their goals. Licensing information can be found through the State Insurance Department's website. Thrivent does not provide legal, accounting, or tax advice, but offers advice and guidance through its Financial Planning Framework. Clients can further engage with Thrivent through Dedicated Planning Services for a fee. Thrivent Financial for Lutherans, also known as Thrivent, offers insurance products and investment advisory services through Thrivent Investment Management Inc. Securities and investment advisory services are offered by registered financial advisors. For more information on professional designations and requirements, visit their website.

Philip Leshock - Thrivent is a finance institution located at 300 North Pottstown Pike in Exton, Pennsylvania, serving Chester County and beyond. With licenses in multiple states, including CO, DE, FL, MD, MN, NC, NJ, NM, OK, PA, VA, and WI, we provide financial clarity for today and confidence for tomorrow. We understand the importance of making sound financial decisions and planning for the future. Whether you are just starting out, protecting loved ones, planning for retirement, or leaving a legacy, we are here to help. Thrivent is a unique financial services organization that believes money is a tool to achieve goals, not an end in itself. We incorporate your faith and values into your financial strategy.

Old Security Group is a reputable finance institution located at 1055 Andrew Drive in West Chester, Pennsylvania, United States. With a long-standing history of providing top-notch financial services, Old Security Group is dedicated to helping individuals and businesses achieve their financial goals. Whether you're looking for investment advice, retirement planning, or assistance with wealth management, our team of experienced professionals is here to guide you every step of the way. Trust Old Security Group to safeguard your financial future and secure your peace of mind.

Wilmington Trust, located at 10 North High Street in West Chester, Pennsylvania, is a renowned finance institution. Plan your visit to our West Chester Office and experience our premier wealth and institutional services. Our team of professionals at Wilmington Trust, a part of M&T Bank, is dedicated to helping families and businesses thrive with our sound guidance and forward-thinking approach. Contact us to schedule an appointment and learn more about how we can help you achieve your financial goals.

Sondrine N Gutierrez - Morgan Stanley is a reputable finance institution located at 101 Larry Holmes Drive in Easton, Pennsylvania, United States. With a strong focus on providing top-notch financial services, the institution is committed to helping clients achieve their financial goals and secure their future. The team at Sondrine N Gutierrez - Morgan Stanley is dedicated to delivering personalized financial solutions tailored to each client's unique needs. With a wealth of expertise and experience in the financial industry, clients can trust in the institution's ability to provide sound financial advice and guidance. Whether you are looking to invest, plan for retirement, or manage your assets, Sondrine N Gutierrez - Morgan Stanley is the place to turn for all your financial needs.

Jim Sweeney - Raymond James is a finance institution located at 3475 West Chester Pike in Newtown Square, Pennsylvania, United States. With a focus on providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we are here to provide personalized solutions tailored to your needs. Trust in Jim Sweeney - Raymond James to guide you towards a secure financial future.

Wells Fargo Advisors is a leading financial institution located at 955 Chesterbrook Boulevard in Chesterbrook, Pennsylvania, United States. As a trusted name in finance, Wells Fargo Advisors provides a wide range of financial services and investment solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors offers personalized guidance and expert advice to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, Wells Fargo Advisors is dedicated to helping you secure a sound financial future.

GoalQuest Advisors, LLC is a finance institution located at 1000 Westlakes Drive in Berwyn, Pennsylvania, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and sound financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, GoalQuest Advisors is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Oppenheimer & Co. Inc. is a finance institution located at 201 King of Prussia Road, Radnor, Pennsylvania, United States. Our office supports Oppenheimer Financial Professionals in providing valuable advice to individuals, families, corporate executives, and businesses. Our dedicated Financial Professionals work closely with clients to plan, invest, and transfer wealth, ensuring they have the resources needed to achieve their financial goals in a rapidly changing world. With a history dating back to 1881, Oppenheimer is a financially sound institution with strong risk management and internal controls to protect clients' assets. In the event of insolvency, multiple layers of protection are in place to safeguard customer holdings. Please note that our website's terms, privacy, and security policies may not apply to third-party sites or apps. Oppenheimer & Co. Inc. is not responsible for any products, services, or content on these external platforms, except for those explicitly carrying our name.

Gdm Advisory Group Ltd is a finance institution located at 501 West Office Center Drive in Fort Washington, Pennsylvania, United States. Our team of experienced financial advisors provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and transparency, we strive to provide sound financial advice tailored to each client's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Gdm Advisory Group Ltd is here to help you navigate the complex world of finance with confidence.

Independence Capital Management Inc, located at 600 Dresher Road in Horsham, Pennsylvania, is a finance institution that offers great life insurance solutions that go beyond the traditional expectations. With over 175 years of experience, policyholders have trusted Independence Capital Management Inc to help them get stronger financially. The institution provides support and resources to ensure that clients feel secure today and tomorrow. They offer robust and versatile solutions to fit the unique financial demands of individuals, families, and businesses. Independence Capital Management Inc is dedicated to helping communities become stronger as well. They have a team of financial professionals who are committed to helping clients achieve their financial dreams. The institution has received high ratings from reputable agencies such as AM Best, Moody’s, Standard & Poor’s, Fitch Ratings, and Kroll Bond Rating Agency, reflecting their strong financial strength and ability to meet obligations.

De Luca William L is an accounting and finance institution located at 2007 West 32nd Street in Erie, Pennsylvania. With a strong reputation for excellence in financial services, De Luca William L offers a wide range of accounting and finance solutions for individuals and businesses alike. Their team of experienced professionals is dedicated to providing top-notch financial advice and assistance to help clients achieve their financial goals. Whether you need help with tax preparation, financial planning, or investment strategies, De Luca William L is committed to providing personalized and reliable service to meet your needs. Visit them today to see how they can help you secure a sound financial future.

Track Up Bookkeeping, LLC is a reputable accounting and finance institution located at 7800 Edgewood Avenue in Pittsburgh, Pennsylvania, United States. Our team of skilled professionals is dedicated to providing top-notch bookkeeping services to help businesses stay organized and financially sound. With years of experience in the industry, we offer personalized solutions to meet each client's unique needs. Whether you are a small startup or a large corporation, Track Up Bookkeeping, LLC is here to help you track your finances and stay on top of your bookkeeping needs. Contact us today to learn more about how we can assist you in managing your financial records effectively.

Melissa A. Grube is an audit and accounting firm located at 1033 South Cedar Crest Boulevard in Allentown, Pennsylvania. With over 90 years of experience, CR&Y specializes in providing sound financial advice and practical solutions for organizations and individuals in Allentown, the greater Lehigh Valley, and beyond. The services offered by Melissa A. Grube include preparing financial statements, 401(k) audits, 403(b) audits, bookkeeping, HUD audits, employee benefit plan audits, tax accounting services, and single audits for various industries and organizations. What sets CR&Y apart from other audit firms in the Lehigh Valley is their focus on quality assurance, objective advice, and practical solutions tailored to each client's needs.

Campbell, Rappold & Yurasits LLP is a well-established audit and accounting firm located at 1033 South Cedar Crest Boulevard in Allentown, Pennsylvania. With over 90 years of experience, CR&Y specializes in providing sound financial advice and practical solutions to organizations and individuals in Allentown, the greater Lehigh Valley, and beyond. The firm offers a wide range of services, including financial statement preparation, 401(k) audits, bookkeeping, HUD audits, employee benefit plan audits, tax accounting services, and single audits for various industries and organizations. What sets CR&Y apart from other audit firms in the Lehigh Valley is their focus on quality assurance, objective advice, and intelligent solutions tailored to each client's unique needs.

Boylston Powers Trago, LLC is a reputable accounting and finance institution located at 1506 McDaniel Drive in West Chester, Pennsylvania, United States. Specializing in tax advisory and compliance services, as well as business consulting, we cater to individuals, partnerships, corporations, estates, and trusts. While our main client base is in the greater Philadelphia area, we also serve clients across the US and internationally. Our dedicated team is committed to providing personalized and high-quality financial guidance to help clients achieve their current and future financial goals. We prioritize open communication, research, and sound analysis to understand and meet the needs of each client. Continuity is important to us, so we invest in our staff's training and development to ensure top-notch service.

Bulcavage Mary Sue CPA is an accounting and finance institution located at 1033 South Cedar Crest Boulevard in Allentown, Pennsylvania, United States. With over 90 years of experience, the firm, also known as CR&Y, specializes in audit and accounting services for organizations and individuals in Allentown, the greater Lehigh Valley, and beyond. Services offered include preparing financial statements, various audits, bookkeeping, tax accounting, and more for a wide range of industries. What sets CR&Y apart from other audit firms in the Lehigh Valley is their commitment to quality assurance, objective advice, and practical solutions. The team at CR&Y includes professionals with diverse backgrounds and expertise, such as Tara, Jim, Marc, Melissa, Dennis, John, Michelle, Roxanna, Mario, Greg, Kyle, and Paul. Each member brings a unique skill set and education, ensuring clients receive top-notch service and advice.

Jackson & Associates LLC is a leading accounting and finance institution located at 18 Campus Boulevard in Newtown Square, Pennsylvania, United States. Our team of experts is dedicated to taking the stress out of running your business by providing deep analysis and strategic guidance to help you make sound decisions. We offer services such as payroll processing, accounting, and financial guidance to ensure the health and success of your professional services enterprise. With our online apps, you can easily conduct business with us and stay financially healthy. We also provide tips on managing business debt effectively, using technology to your advantage, and surviving supply chain disruptions. Let us help you focus on the wellness of your business, body, and mind while we handle the numbers. Visit us today and see the difference Jackson & Associates LLC can make for your business.

The Neve Group, LTD. - CPA's & Consultants is a professional institution located at 1700 Market Street in Philadelphia, Pennsylvania, United States. Specializing in accounting, finance, and legal services, we offer a wide range of online apps to help you conduct business with ease. Our team is dedicated to taking the stress out of running your business by providing expert analysis and strategic guidance to help you make sound decisions. We believe in building authentic relationships with our clients, going beyond just transactions to ensure your financial health and success. With the right technology and personalized approach, we can help you navigate challenges such as managing business debt, supply chain disruptions, and more. Trust us to help you stay financially healthy and focused on the wellness of your business, body, and mind. Contact us today to learn more about how we can support your business needs.

Goldstein & DiPaolo, PC is a trusted accounting and finance institution located at 626 Jacksonville Road in Warminster, Pennsylvania, United States. We prioritize building strong relationships with our clients, viewing each partnership as essential to our mutual success. Our experienced team is dedicated to the growth and development of our clients' businesses, providing peace of mind that your needs will be met. At Goldstein & DiPaolo, we consider ourselves an integral part of your team, offering personalized attention and high-quality service. Our firm is built on a foundation of lasting client relationships, where professionalism, competence, and attention to detail are paramount. We prioritize character and integrity, ensuring that you receive sound, fact-based advice whenever you need it. Our meticulous work and quick responses to questions or problems demonstrate our commitment to your success.

A Mazzo Accounting Services is a top-notch accounting and finance institution located at 901 Fern Avenue in Reading, Pennsylvania, United States. With a focus on excellence, integrity, and peace of mind, A Mazzo Accounting Services offers a wide range of services to help individuals and businesses achieve a financially sound future. Services provided by A Mazzo Accounting Services include helping to choose a business entity, determining accounting methods, applying for an Employer Identification Number (EIN), obtaining business licenses, budgeting, cash management, fixed assets management, tax preparation, payroll services, and much more.

Daniel F Young Inc is a reputable institution located in Berwyn, Pennsylvania, United States. With a strong track record of success, they provide top-notch services in the fields of finance, investment, and wealth management. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their future. Known for their integrity and expertise, Daniel F Young Inc is a trusted partner for individuals and businesses seeking sound financial advice and solutions.

Delphi Insurance Management Group, located at 805 Springdale Drive in Exton, Pennsylvania, is a premier insurance agency specializing in life insurance, health insurance, and Medicare. Our team believes in providing sound advice and personalized solutions to meet the individual needs of our clients. We offer a consultative approach, educating our clients on their options and making recommendations tailored to their unique situation. At Delphi Insurance Management Group, we understand the importance of integrating insurance, finances, and taxes into a comprehensive financial plan. Working in collaboration with our Delphi Financial advisors and Tax professionals, we ensure that our clients have the proper protection and coverage to live comfortably and confidently throughout their working years and into retirement.

O'Connor Insurance, LLC is a full-service insurance agency located at 1042 Bridge Road, Collegeville, Pennsylvania. Our team of experts provides custom insurance solutions to a wide range of industries, from large corporations to small businesses, and even for individuals and families. We understand the complexities of different risks and work to develop creative, comprehensive, and cost-effective insurance programs tailored to each client's specific needs. Our insurance products cover a wide range of claims, including property coverage and legal liability. We also offer Workers’ Compensation, which is now required in most states, providing benefits to employees for work-related injuries or illnesses. In addition, we provide employee benefits such as health insurance, retirement plans, disability, and dental coverage to help recruit high-quality employees.

Mr. Jay Loy is a reputable institution located at 1022A North Main Street Extension in Butler, Pennsylvania, United States. Specializing in providing top-notch financial services and investment advice, Mr. Jay Loy is known for their expertise and dedication to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, clients can trust Mr. Jay Loy to provide sound financial guidance and support. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Mr. Jay Loy is the trusted partner you need.

Brooks Speech Therapy, located in New Castle, PA, is a premier provider of comprehensive speech and language therapy services. Our clinic is dedicated to offering personalized treatment plans that address a wide range of speech and language issues for both pediatric and adult patients.

Doctor, Health About Dr. Janet Leung:

J T Sauer Associates, a proud partner of McKinley Architecture and Engineering, brings unparalleled expertise and dedication to the Burgettstown community and beyond. As part of the esteemed McKinley family, we uphold the highest standards in architectural and engineering services, ensuring that every project is completed with exceptional quality, within budget, and on schedule.

We are excited to announce the expansion of our services! As of October 6, the Ron Dunn Agency has acquired Fleming Insurance Agency, thereby extending our comprehensive range of insurance solutions to the Seven Fields, PA location.

The Erie Fiscal Department, located at 606 Holland St, Erie, PA 16501, is a vital local government office dedicated to managing the financial operations and resources of the city of Erie. This department plays a crucial role in ensuring fiscal responsibility and transparency within the local government. It oversees budgeting, accounting, financial reporting, and the allocation of funds to various city projects and services. Residents and businesses in Erie can rely on the Erie Fiscal Department for accurate and timely financial information, as well as assistance with various financial matters related to city governance. The department's commitment to maintaining sound financial practices helps support the city's economic stability and growth.