Staging solutions in Bala Cynwyd, Pennsylvania

Merrill Lynch Financial Advisor Rocco Rugnetta, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, is a trusted institution offering personalized financial advisory and wealth management services. Rocco, a Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management, has over a decade of experience in managing retirement services and specializes in providing advisory services to affluent families, professionals, business owners, and corporate executives. With a focus on investments, retirement income strategies, corporate retirement plans, endowment & trust services, and college 529 plans, Rocco is dedicated to helping clients achieve their financial goals. Rocco holds an MBA in Finance and has earned designations such as Chartered Retirement Planning Counselor and Certified 401(k) Professional. He is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. By understanding each client's unique goals and priorities, Rocco and his team create customized financial strategies that evolve with changing life circumstances and market conditions.

Dominick Dinofa, Financial Adviser at Karalius & Associates Insurance And Financial Services, LLC, located at 555 East City Avenue in Bala Cynwyd, Pennsylvania, offers world-class financial solutions for successful individuals looking to enhance and preserve their wealth. With over 30 years of experience, the institution believes in a millionaire mindset and helps clients achieve their financial goals at every stage of their journey. The team at Karalius & Associates treats clients like family, providing highly-personalized service to meet their unique needs. They work to help clients attain financial independence and create a lasting legacy for future generations. The institution, led by agents like Dominick Dinofa, is licensed to sell insurance through New York Life Insurance Company and offers securities products and services through NYLIFE Securities LLC. Additionally, they provide advisory services through Eagle Strategies LLC. Karalius & Associates does not provide tax, legal, or accounting advice and is not owned or operated by New York Life Insurance Company or its affiliates.

Karr Barth Associates, located at 1 Belmont Avenue, Bala Cynwyd, Pennsylvania, United States, is a leading finance institution with over 50 years of experience. As an office of Equitable Advisors, Karr Barth offers a wide range of services including wealth management, insurance, estate and wealth transfer, and executive/corporate benefits. The institution aims to provide outstanding service to its clients by focusing on their overall financial picture and developing responsive and responsible planning strategies. Karr Barth Associates is committed to making a difference in the lives of its clients every day. With assets under management exceeding $11B and $29B of life insurance in force, the institution is dedicated to serving the financial needs of over 120,000 households and businesses in the tri-state area. In addition to financial services, Karr Barth Associates is actively involved in supporting charitable and philanthropic organizations both locally and nationally.