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TOP 30 Tailored financial services in Indiana, PA
13 results found
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Edward Jones - Financial Advisor: Geri L Defilippi
Edward Jones - Financial Advisor: Geri L Defilippi is a reputable financial institution located at 2340 Warren Road in Indiana, Pennsylvania, United States. As a dedicated financial advisor, Geri L Defilippi provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Geri L Defilippi offers expert advice on investments, retirement planning, and wealth management. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Geri L Defilippi is committed to providing tailored solutions to meet your individual needs. Trust in the expertise and experience of Geri L Defilippi at Edward Jones for all your financial planning needs.
Robert William Thompson - Financial Advisor, Ameriprise Financial Services, LLC
Robert William Thompson, a financial advisor at Ameriprise Financial Services, LLC, located at 800 Philadelphia Street in Indiana, Pennsylvania, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Robert provides investment and asset allocation recommendations tailored to each client's needs. Regular meetings and progress reviews ensure that strategies are adjusted as life changes. Clients have secure access to their accounts and investments from any device. Interested individuals can schedule a complimentary initial consultation to learn more about how Robert can help them secure a confident financial future. Please note that investment products are not insured by the FDIC, NCUA, or any federal agency and involve risks. Securities are offered by Ameriprise Financial Services, LLC, with Robert William Thompson conducting business only in states where properly registered. Privacy and security are a top priority for Ameriprise Financial Services, LLC, with a focus on protecting client information. Referrals are appreciated, and Robert looks forward to helping friends and family members achieve their financial goals.
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 Scott G Weber
Merrill Lynch Financial Advisor Scott G Weber, located at 682 Philadelphia Street in Indiana, Pennsylvania, is a finance institution dedicated to simplifying and improving the financial circumstances of individuals, institutions, and families. The Mackey Weber Group, headed in Indiana, works closely with clients to focus on their specific goals and develop personalized financial strategies. With insights from Merrill and resources from Bank of America, the team addresses complex challenges and helps clients prioritize personal goals such as education funding, retirement planning, healthcare costs, and wealth preservation. The team, consisting of experienced financial advisors with over 60 years of combined experience, is committed to putting clients at the center of the planning process. Whether you are a medical professional, business owner, or part of a non-profit organization, the Mackey Weber Group offers tailored financial solutions to meet your unique needs and challenges. From structuring 401k plans for businesses to managing investments for non-profit entities, the team provides comprehensive financial services to help clients achieve their goals.
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 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.
Johnston & Associates
Johnston & Associates is a reputable accounting and finance institution located at 2851 West Pike Road in Indiana, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, auditing, bookkeeping, or financial planning, Johnston & Associates is dedicated to providing top-notch services tailored to meet your specific needs. Trustworthy and reliable, they are committed to helping you achieve your financial goals.
Hafer & Associates, LLC
Hafer & Associates, LLC is a reputable finance institution located at 157 Greenview Drive in Indiana, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, Hafer & Associates, LLC is dedicated to providing personalized solutions tailored to your specific needs. Trust in their expertise and dedication to help you secure a stable financial future.
Crimson Wealth Management Group
Crimson Wealth Management Group is a leading financial institution located at 437 Philadelphia Street in Indiana, Pennsylvania, United States. With a team of experienced financial advisors, we provide personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our dedicated team is here to guide you every step of the way. Trust Crimson Wealth Management Group to provide you with expert financial advice and exceptional service.
H&R Block
H&R Block is a renowned accounting and finance institution located at 3100 Oakland Avenue in Indiana, Pennsylvania, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to providing top-notch financial solutions tailored to meet your specific needs. Visit us today and let us help you achieve your financial goals.
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.
Vig Accounting Inc
Vig Accounting Inc, located at 421 Philadelphia Street in Indiana, Pennsylvania, is a reputable institution specializing in accounting and finance services. Our dedicated team proudly serves both businesses and individuals, prioritizing quality and exceptional customer service. Whether you need assistance with tax advice, preparation, or setting up a new business, we are here to help. We take the time to answer all your questions and explain various options tailored to your specific needs. At Vig Accounting Inc, we believe in building long-term partnerships based on trust and mutual respect. Our goal is to improve your financial health and educate you on the reasons and consequences of financial decisions. Choose Vig Accounting Inc for professional and reliable accounting and tax services.
KNLR Insurance Group
KNLR Insurance Group is a leading health insurance agency located at 523 Indiana Street in Johnstown, Pennsylvania. We provide a wide range of insurance services tailored to meet the needs of individuals and families in the area. Our team of experienced professionals is dedicated to helping our clients find the best coverage options at affordable rates. Whether you are looking for health insurance for yourself or your family, KNLR Insurance Group is here to help you navigate the complex world of insurance and find the right plan for your needs. Contact us today to learn more about our services and how we can assist you in protecting your health and financial well-being.
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