TOP 30 Stock marketing strategies in Sharon, Pennsylvania

2 results found

Merrill Lynch Financial Advisor Kenneth A Sharon is a finance institution located at 180 Fort Couch Road, Upper Saint Clair, Pennsylvania, United States. Managing your wealth begins with a comprehensive understanding of your financial situation. Kenneth Sharon can help create a flexible strategy tailored to your needs, with access to investment insights from Merrill and banking solutions from Bank of America. The team is dedicated to building strong client relationships based on trust and personalized service. With the Merrill Personal Wealth Analysis™, a personalized plan can be built around your goals and priorities. The institution focuses on understanding your aspirations and providing customized financial approaches to help you achieve your goals. They offer tools to track changes in your life and financial goals, ensuring your financial approach reflects these changes. The goal is to help you manage, grow, and preserve your wealth while considering the impact for years to come. As a Certified Financial Planner, Kenneth Sharon is registered to do business in multiple states and offers personalized investment strategies to help you reach your financial goals.

Frank Mindicino - Financial Advisor, Ameriprise Financial Services, LLC, is a distinguished financial advisory practice located at 54 Buhl Blvd, Sharon, PA 16146, United States. As a reputable entity in the finance industry, Frank Mindicino offers a comprehensive suite of financial planning and advisory services, tailored to meet the diverse needs of individuals, retirees, small business owners, and domestic partners. Frank Mindicino holds multiple prestigious certifications and designations that underscore his expertise and commitment to providing high-quality financial advice. These include the Accredited Asset Management Specialist™ (AAMS™), which requires rigorous coursework and adherence to a code of ethics, focusing on real-world asset management and investment strategies. The Accredited Domestic Partnership Advisor™ (ADPA™) certification highlights his proficiency in wealth transfers, federal taxation, and planning for financial and end-of-life needs for domestic partners.