TOP 30 Student finance advisement in Pennsylvania
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Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC
Victoria Whelan is an esteemed Associate Financial Advisor affiliated with Ameriprise Financial Services, LLC. Located in the heart of New Wilmington, PA, Victoria offers a comprehensive suite of financial advisory services designed to address the unique needs of individuals and small business owners. Her expertise spans a wide range of financial planning and investment strategies, backed by several prestigious certifications and designations.Certifications and Expertise:1. Accredited Asset Management Specialist℠ (AAMS™): - Victoria adheres to a strict code of ethics and has successfully completed coursework focused on applying investment concepts to real-world scenarios, including asset allocation, estate planning, and insurance products.2. Accredited Domestic Partnership Advisor™ (ADPA™): - Specializes in wealth transfers, federal taxation, retirement planning, and end-of-life financial needs for domestic partners. Victoria has passed a rigorous examination that evaluates her ability to synthesize complex financial concepts.3. Accredited Estate Planner® (AEP®):
Frank Mindicino - Financial Advisor, Ameriprise Financial Services, LLC
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.
Brian L Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC
Brian L Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC, is a distinguished financial advisory business located at 3438 PA-208 Ste 2, New Wilmington, PA 16142, United States. Specializing in a wide array of financial services, Brian L Taylor offers expert guidance tailored to meet the unique needs of individuals, retirees, and small business owners. With a strong commitment to ethical practices and continuing education, Brian L Taylor holds multiple certifications that underscore his expertise in various financial domains. The AAMS™ certification signifies proficiency in asset management, investment strategies, and estate planning, ensuring clients receive informed advice on asset allocation and investment opportunities. As an Accredited Domestic Partnership Advisor™ (ADPA™), Brian is well-versed in wealth transfers, federal taxation, and financial planning for domestic partners, addressing complex financial and medical needs.
Audrey Hirt Academic Center
The Audrey Hirt Academic Center, located at 501 E 38th St, Erie, PA 16546, is a cornerstone of academic excellence within the Mercyhurst University campus. As a proud member of the Northeast Conference starting in Fall 2024, Mercyhurst University is home to over 3,000 students and offers a diverse array of educational opportunities, including more than 60 undergraduate majors and over 10 graduate programs. The Academic Center is a hub for students pursuing degrees in various disciplines such as Finance and Business Economics (B.A.), Cyber Security, and Data Science (B.S.). With 25 athletic teams and a rich tradition represented by a proud Irish mascot, the university fosters both academic and extracurricular growth.
Citizens Bank
Citizens Bank in Charleroi, PA, is your reliable partner in financial solutions, tailored to meet the unique needs of every stage of your life and beyond. Whether you're looking to manage your finances effectively or seeking ways to maximize your earning potential, Citizens Bank offers a wide range of services to help you achieve your financial goals.Services Offered:1. Home Equity Line of Credit: - Citizens FastLine®: A simpler, faster way to get a Home Equity Line of Credit with no impact on your credit score.2. Savings Solutions: - Round Ups‡: Turn your spare change into savings by rounding up your debit card purchases to the nearest dollar. You can also set additional savings amounts to reach your goals more quickly.3. College Funding:
Donald Frenz - Financial Advisor, Ameriprise Financial Services, LLC
Business Description for Donald Frenz - Financial Advisor, Ameriprise Financial Services, LLC Located at 425 S Main St, Washington, PA 15301, Donald Frenz operates as a dedicated financial advisor under Ameriprise Financial Services, LLC. With a focus on providing tailored financial guidance, Donald brings a wealth of expertise to individuals and business owners in the community. His qualifications and certifications reflect his commitment to excellence and comprehensive knowledge in various aspects of financial planning and asset management.
William J Young - Financial Advisor, Ameriprise Financial Services, LLC
William J Young is a seasoned financial advisor associated with Ameriprise Financial Services, LLC, situated in Pleasant Hills, PA. With a comprehensive array of certifications and designations, William J Young offers expert financial guidance tailored to meet the diverse needs of his clients, ranging from individual investors to small business owners. His office, located at 70 Old Clairton Rd, serves as a hub for personalized financial planning and advisory services.Certifications and Expertise:1. AAMS™ (Accredited Asset Management Specialist): - Requires adherence to a code of ethics. - Coursework includes asset allocation, investment strategies, estate planning, and insurance products. - Certification examination covers real-world applications of asset management.2. ADPA™ (Accredited Domestic Partnership Advisor™):
Citizens Bank ATM
Welcome to Citizens Bank ATM, conveniently located at 814 Main Street, Stroudsburg, Pennsylvania 18360. At Citizens, we understand the importance of managing your finances effectively at every stage of life. Our ATM services are designed to provide you with easy access to your funds, ensuring that your financial needs are met promptly and efficiently. Our wide range of financial solutions is tailored to help you achieve your financial goals, whether you're planning for college, purchasing a home, or saving for the future. With Citizens FastLine®, you can quickly secure a Home Equity Line of Credit without impacting your credit score. Additionally, our Round Ups‡ feature allows you to effortlessly turn spare change into savings, helping you reach your savings targets faster.
Citizens Bank ATM
Welcome to Citizens Bank ATM, conveniently located at 4998 Milford Road, East Stroudsburg, Pennsylvania 18301. As a trusted financial partner, we provide a comprehensive range of services tailored to meet your financial needs at every stage of life. At Citizens Bank, we believe in empowering you with unlimited earning potential and simplifying your financial journey. Whether you're preparing for college or planning your future, our solutions are designed to ease your financial burdens. Our innovative Citizens FastLine® offers a quicker, simpler way to obtain a Home Equity Line of Credit, allowing you to secure your rate without impacting your credit score.
Citizens Bank ATM
Welcome to Citizens Bank ATM located at 9 Fox Run Lane, East Stroudsburg, Pennsylvania. We are committed to helping you keep your finances in check with a range of tailored financial solutions for every stage of life and beyond. At Citizens, we believe in your unlimited earning potential and aim to support your financial journey with innovative products and services. Our Citizens FastLine® offers a streamlined, faster way to secure a Home Equity Line of Credit with no impact on your credit score. Additionally, our Round Ups‡ feature makes saving effortless by rounding up your debit card purchases to the nearest dollar, helping you reach your savings goals quicker.
Citizens Bank
Welcome to Citizens Bank, your trusted partner in financial solutions, located at 407 West Harford Street, Milford, Pennsylvania. We understand that you are committed to keeping your finances in check, and so are we. At Citizens Bank, we provide comprehensive financial solutions tailored to your stage of life and beyond, offering you the opportunity to maximize your earning potential without limits. Preparing for college can be overwhelming, but with the right funding, it doesn't have to be. Our financial solutions can ease the burden, with a single application potentially covering every school year. Explore Citizens FastLine®, our streamlined and expedited way to secure a Home Equity Line of Credit, with no impact on your credit score.
Citizens
Welcome to Citizens, your trusted partner in financial solutions, located at 105 East Street Road, Feasterville-Trevose, Pennsylvania. As a leading provider in ATM and finance services, we understand that you're committed to keeping your finances in check, and so are we. At Citizens, we offer comprehensive financial solutions tailored to your stage of life and beyond, ensuring your earning potential is limitless. Whether you're planning for college or aiming to simplify your home financing, our offerings like the Citizens FastLine® Home Equity Line of Credit provide a seamless and fast way to access funds without impacting your credit score. Plus, our Round Ups‡ program turns your spare change into savings effortlessly, helping you achieve your financial goals faster.
Citizens Bank ATM
Welcome to the Citizens Bank ATM located at 3419 W Street Road, Bensalem, Pennsylvania 19020. As your trusted financial partner, we are committed to helping you keep everything in check with our comprehensive financial solutions tailored for every stage of your life. Whether you’re planning for college, purchasing a home, or managing your wealth, Citizens Bank offers innovative services to support your financial journey. Our Citizens FastLine® provides a simpler, faster way to access a Home Equity Line of Credit without impacting your credit score. Take control of your savings with our Round Ups feature, which allows you to round up your debit card purchases to the nearest dollar, turning spare change into savings effortlessly. Plus, you can set additional savings goals to accelerate your financial progress.
Citizens Bank ATM
Welcome to Citizens Bank ATM, conveniently located at 2767 U.S. 1, Langhorne, Pennsylvania 19047. As a trusted financial partner, we are dedicated to providing comprehensive solutions tailored to your unique financial needs and aspirations. Whether you're planning for college, managing day-to-day expenses, or looking to invest in your future, Citizens Bank is here to support you every step of the way. Our services are designed to make banking simple and accessible. With Citizens FastLine®, you can secure a Home Equity Line of Credit quickly and easily, without impacting your credit score. Plus, our innovative Round Ups‡ feature helps you save effortlessly by rounding up your debit card purchases to the nearest dollar, turning spare change into substantial savings.
Citizens Bank
Welcome to Citizens Bank, your trusted partner in financial solutions at every stage of life. Conveniently located at 31 Cambridge Lane, Newtown, Pennsylvania, our branch provides a wide range of financial services designed to help you keep things in check and achieve your financial goals. At Citizens Bank, we believe in your unlimited earning potential and offer tailored solutions to support your aspirations. From college funding that simplifies your journey to higher education to our innovative Citizens FastLine® for Home Equity Lines of Credit, we are here to make your financial journey smoother. Enjoy the convenience of getting your rate without impacting your credit score and turn everyday purchases into savings with our Round Ups feature, rounding up your debit card transactions to the nearest dollar to boost your savings.
Citizens
Welcome to Citizens, your trusted partner in banking, finance, and financial solutions, conveniently located at 2301 Bristol Rd, Bensalem, Pennsylvania. At Citizens, we understand the importance of keeping your finances in check, and we're here to support you at every stage of life and beyond. Our services are designed to help you maximize your earning potential while providing peace of mind for the future. From college funding solutions that ease the burden of education costs to Citizens FastLine®, our streamlined Home Equity Line of Credit with no impact on your credit score, we offer a range of options tailored to your needs.
Citizens Bank ATM
Welcome to Citizens Bank ATM located at 168 North Flowers Mill Road, Langhorne, Pennsylvania 19047. As a trusted financial partner, we are dedicated to keeping your financial life in check. Our ATM services offer convenience and accessibility, allowing you to manage your finances with ease. At Citizens, we provide financial solutions tailored to your stage of life and beyond, ensuring your earning potential is unlimited. Whether you're preparing for college or planning for the future, our financial products are designed to support your goals. With Citizens FastLine®, you can explore a simpler, faster way to get a Home Equity Line of Credit without impacting your credit score.
Citizens Bank ATM
Welcome to Citizens Bank ATM, conveniently located at 2039 Lincoln Highway, Langhorne, Pennsylvania 19047. As a trusted financial institution, we are dedicated to providing comprehensive financial solutions tailored to your life's journey and beyond. Whether you are planning for college, managing your daily finances, or considering a Home Equity Line of Credit, we are here to support you every step of the way. At Citizens Bank, we believe in the power of your potential. Our services are designed to maximize your earning capabilities while simplifying your financial management. From college funding options that ease the burden of educational expenses to Citizens FastLine®, the quicker way to secure a Home Equity Line of Credit without impacting your credit score, we offer solutions to meet your unique needs.
Citizens Bank
Welcome to Citizens Bank, your trusted financial partner located at 4565 New Falls Road, Levittown, Pennsylvania. At Citizens Bank, we understand that you're made of keeping things in check, and so are we. We offer comprehensive financial solutions tailored to your stage of life and beyond, ensuring that your earning potential is unlimited. Whether you're preparing for college or looking to fund each school year with a single application, we have you covered. Discover Citizens FastLine®, the simpler, faster way to secure a Home Equity Line of Credit, and get your rate without impacting your credit score.
Citizens Bank ATM
Welcome to Citizens Bank ATM, conveniently located at 8596 New Falls Road, Levittown, Pennsylvania 19054. We are dedicated to helping you keep your finances in check, offering comprehensive financial solutions tailored for every stage of life and beyond. At Citizens, we believe in the unlimited potential of your earnings and provide the tools to help you manage and grow your wealth effectively. Whether you're preparing for college expenses or planning for homeownership, we offer innovative solutions like our Citizens FastLine® for a Home Equity Line of Credit, which provides a quick and easy way to access funds without impacting your credit score. Our multi-year approval feature ensures that you have access to funds when you need them, with a 99% approval rate for returning customers.
Citizens Bank
Welcome to Citizens Bank, located at 833 West Trenton Avenue, Morrisville, Pennsylvania. At Citizens Bank, we understand the importance of keeping your finances in check, just like you do. We offer tailored financial solutions for every stage of life and beyond, ensuring that your earning potential knows no bounds. Planning for college? Simplify your funding process with one application that could cover every school year. Looking to leverage your home equity? Discover Citizens FastLine®, the quicker, easier way to secure a Home Equity Line of Credit without impacting your credit score.
Citizens Bank ATM
Welcome to Citizens Bank ATM, conveniently located on West Ruscomb Street in Philadelphia, Pennsylvania. As a premier financial service provider, we are dedicated to keeping your finances in check with tailored solutions for every stage of your life and beyond. At Citizens Bank, we believe in unlocking your unlimited earning potential. Whether you're preparing for college or planning for the future, our comprehensive financial services can lighten your load. With just one application, you can secure funding for every school year.
Citizens Bank
Welcome to Citizens Bank, your trusted partner in financial solutions located at 143 West Fisher Avenue, Philadelphia, Pennsylvania. At Citizens Bank, we understand that managing your finances is essential, and we're here to support you at every stage of life and beyond. Whether you're planning for college, buying a home, or preparing for retirement, our financial products and services are designed to help you achieve your goals. With Citizens FastLine®, you can access a Home Equity Line of Credit quickly and easily, with no impact on your credit score. Plus, our innovative Round Ups‡ feature lets you turn your spare change into savings effortlessly.
Citizens Bank ATM
Welcome to Citizens Bank ATM, conveniently located at 5338 North 5th Street, Philadelphia, Pennsylvania 19120. At Citizens Bank, we understand the importance of keeping your finances in check, and we are here to provide financial solutions tailored to your stage of life and beyond. Whether you're planning for college, looking to maximize your earning potential, or seeking a Home Equity Line of Credit, we offer a range of services designed to meet your needs. Our innovative Citizens FastLine® provides a simpler, faster way to secure a Home Equity Line of Credit, allowing you to check your rate without impacting your credit score. Additionally, our Round Ups‡ feature makes saving effortless by rounding up your debit card purchases to the nearest dollar, helping you reach your financial goals more quickly.
Citizens Bank ATM
Welcome to Citizens Bank ATM located at 4140 North Broad Street, Philadelphia, Pennsylvania. Our ATM is part of a comprehensive financial network designed to keep your finances in check, offering solutions tailored to every stage of life and beyond. Whether you're planning for college, managing daily expenses, or investing in your future, Citizens Bank provides the tools and resources you need to succeed. With Citizens FastLine®, you can effortlessly secure a Home Equity Line of Credit without impacting your credit score. Plus, our innovative Round Ups feature allows you to turn spare change into savings by rounding up your debit card purchases to the nearest dollar, helping you reach your financial goals faster.
Citizens Bank ATM
Welcome to Citizens Bank ATM, conveniently located at 7435 Front Street, Pennsylvania 19012. As a part of our commitment to keeping your financial world in check, we offer a range of solutions tailored to your unique stage of life and beyond. From college prep funding to maximizing your earning potential, our services are designed to support your financial journey. Discover Citizens FastLine® for a straightforward, speedy Home Equity Line of Credit with no impact on your credit score. Transform your everyday purchases into savings effortlessly with our Round Ups‡ feature, rounding your debit card transactions to the nearest dollar and accelerating your savings goals.
Citizens Bank ATM
Welcome to Citizens Bank ATM, conveniently located at 81 East Cheltenham Avenue, Pennsylvania 19012. As a trusted financial institution, we are dedicated to helping you keep your finances in check, offering tailored financial solutions for every stage of your life and beyond. At Citizens Bank, we believe in the unlimited potential of your earnings. Whether you're preparing for college or planning your financial future, we provide the support you need with our comprehensive financial services. Our innovative Citizens FastLine® offers a simpler, faster way to secure a Home Equity Line of Credit, allowing you to get your rate without impacting your credit score.
TD Bank
Welcome to TD Bank, located at 399 Market Street, Philadelphia, Pennsylvania, where we are dedicated to serving your banking and financial needs with a personal touch. At TD Bank, we offer a comprehensive range of services to help you achieve your financial goals. Work with a dedicated Relationship Manager and a team of wealth professionals for expert advice on private banking, credit, investment, and financial planning. Our TD Financial Advisors are here to help you prepare a detailed Client Profile and develop a holistic TD Wealth Plan tailored to your unique financial objectives. Our convenient location is open during human hours, meaning you can visit us early, late, or on weekends. Drop by for an instant debit card, open a new savings account, or simply enjoy our complimentary lollipops and dog biscuits. We offer all the essential banking services you expect, including 24/7 ATMs, foreign currency exchange, notary services, and safe deposit boxes. If you need something specific that we don’t have on-site, we'll assist you in finding another nearby TD Bank that does.
Citizens Bank
Welcome to Citizens Bank, your trusted financial partner located at 2638 East Cumberland Street, Philadelphia, Pennsylvania 19002. At Citizens Bank, we understand the importance of keeping your finances in check, and we're here to offer comprehensive financial solutions tailored to every stage of your life and beyond. Whether you're planning for college, looking to maximize your earning potential, or seeking a simpler way to manage your home equity, we have the right tools and services for you. Our Citizens FastLine® offers a faster, hassle-free way to obtain a Home Equity Line of Credit with no impact on your credit score. Plus, our innovative Round Ups‡ feature turns your spare change into savings, making it easier to reach your financial goals.
Citizens Bank ATM
Welcome to Citizens Bank ATM, conveniently located at 780 Adams Avenue, Philadelphia, Pennsylvania 19124. As a dedicated financial service provider, we are here to help you keep things in check and offer financial solutions tailored for every stage of your life and beyond. At Citizens, we believe in your unlimited earning potential and are committed to supporting your financial journey. Whether you're planning for college or looking to simplify your home financing, we have solutions like our Citizens FastLine® for a Home Equity Line of Credit, which provides you with a rate without impacting your credit score.
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