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TOP 30 Tailored financial services in Wilkes-Barre, PA
32 results found
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Lendmark Financial Services LLC
Lendmark Financial Services LLC is a reputable finance institution located in Wilkes-Barre, Pennsylvania, United States. With a focus on providing personalized financial solutions to meet the needs of their customers, Lendmark offers a range of services including personal loans, auto loans, and debt consolidation. Their experienced team of professionals is dedicated to helping individuals achieve their financial goals and improve their financial well-being. Whether you are looking to borrow money for a major purchase or consolidate debt, Lendmark Financial Services LLC is committed to providing excellent customer service and tailored financial solutions.
Financial Growth Partners
Financial Growth Partners is a leading finance and insurance agency located at 1140 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. Whether you are looking for investment advice, insurance coverage, or retirement planning services, we are here to provide personalized solutions tailored to your specific needs. Trust Financial Growth Partners to be your partner in financial success.
Merrill Lynch Financial Advisor Stacey A Wyandt
Merrill Lynch Financial Advisor Stacey A Wyandt, located at 600 Baltimore Drive, Wilkes-Barre, Pennsylvania, United States, is dedicated to managing your wealth with a deep understanding of your financial picture. Stacey Wyandt can help create a flexible strategy tailored to your goals, with access to investment insights from Merrill and banking solutions from Bank of America. With over 20 years of experience, Stacey is passionate about building strong client relationships based on trust and personalized service. By utilizing tools like Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, Stacey can help you develop a financial approach that reflects your unique needs and priorities. Whether you're planning for retirement, saving for a home, or funding a child's education, Stacey is committed to helping you achieve your goals. Reach out to Stacey Wyandt for personalized advice and guidance on managing your wealth and pursuing your financial aspirations.
First Financial Group
First Financial Group is a comprehensive financial services institution located at 670 North River Street in Wilkes-Barre, Pennsylvania. As a leading finance, insurance agency, and lawyer firm, we offer a wide range of services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, insurance coverage, or legal assistance, First Financial Group is here to help you navigate the complexities of the financial world with confidence and peace of mind.
Northwestern Mutual - Scranton/Wilkes-Barre
Northwestern Mutual - Scranton/Wilkes-Barre is a leading financial institution located at 52 Glenmaura National Boulevard in Moosic, Pennsylvania, United States. Specializing in providing comprehensive financial planning, investment strategies, and insurance solutions, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their future. With a team of experienced financial advisors, Northwestern Mutual offers personalized services tailored to each client's unique needs. Whether you are planning for retirement, saving for your children's education, or protecting your assets, Northwestern Mutual is committed to providing expert guidance and support every step of the way.
Merrill Lynch Financial Advisor Charles L Youngman
Merrill Lynch Financial Advisor Charles L Youngman is located at 600 Baltimore Drive in Wilkes-Barre, Pennsylvania, United States. This finance institution is part of the Youngman, Rosenthal & Shaffer Wealth Management Group and is supported by the global resources of Merrill. With over 145 years of combined experience, the team at Merrill Lynch is dedicated to helping clients achieve their financial goals, whether it's planning for retirement, funding education, purchasing a home, or estate planning. The advisors at Merrill Lynch focus on building strong client relationships based on trust and personalized service. They believe in using wealth to help turn goals into reality, and offer customized wealth management plans to help clients pursue their personal financial goals while managing investment risk. The institution uses the Investment Personality Assessment to understand clients better as investors and tailor financial approaches accordingly.
Ed Katarsky - Ameriprise Financial Services, LLC
Ed Katarsky - Ameriprise Financial Services, LLC is a finance institution located at 100 Wilkes-Barre Boulevard in Wilkes-Barre, Pennsylvania, United States. They offer a wide range of financial services and certifications to help individuals with their asset management, retirement planning, estate planning, and investment needs. The institution provides services such as the AAMS™ certification, ADPA™ designation, AEP® designation, AIF® designation, APMA™ designation, AWMA℠ certification, Behavioral Financial Advisor certification, CAP® designation, CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist designation, Chartered Financial Consultant® designation, Chartered Special Needs Consultant certification, Certified Investment Management Analyst® designation, Certified Kingdom Advisor® designation, Certified in Long-Term Care program, and Chartered Life Underwriter Designation®. The institution also provides training for Certified Military Financial Advisor® designation to serve veterans and military personnel. With a focus on ethics and expertise, Ed Katarsky - Ameriprise Financial Services, LLC aims to provide comprehensive financial planning services to individuals and families.
Meridian Financial Associates
Meridian Financial Associates is a reputable finance institution located at 1140 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. With a commitment to providing top-notch financial services, Meridian Financial Associates offers a wide range of financial solutions tailored to meet the needs of individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Meridian Financial Associates is dedicated to helping you achieve your financial goals. Trust in Meridian Financial Associates for expert guidance and personalized service in the world of finance.
Merrill Lynch Financial Advisor Mathew D Shaffer
Merrill Lynch Financial Advisor Mathew D Shaffer is a finance institution located at 600 Baltimore Drive, Wilkes-Barre, Pennsylvania, United States. The institution is part of the Youngman, Rosenthal & Shaffer Wealth Management Group and is supported by the global resources of Merrill. The team of advisors at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The advisors have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. With over 145 years of combined experience, the team at Youngman, Rosenthal & Shaffer Group is committed to helping clients achieve their financial goals, whether it's planning for retirement, funding education, purchasing a home, or estate planning. The advisors take the time to ask questions and listen carefully to understand each client's unique financial situation and goals. Together, they design and implement a customized wealth management plan to help clients pursue their personal financial goals while managing investment risk.
Sharif Financial Services
Sharif Financial Services is a reputable accounting and finance institution located in Wilkes-Barre, Pennsylvania, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. From tax preparation and bookkeeping to financial planning and investment management, we are dedicated to helping our clients achieve their financial goals. Trust Sharif Financial Services for all your accounting and finance needs.
DISA Drug Testing & Occupational Health Services
DISA Drug Testing & Occupational Health Services, located at 150 Mundy Street in Wilkes-Barre Township, Pennsylvania, is a leading health institution offering a comprehensive range of services to meet your safety and compliance needs. Since 1986, DISA has been helping employers hire and retain the best employees by providing background screening, drug testing, occupational health services, and more in one convenient location. Whether you are a contractor working at industrial facilities, an employer in the healthcare or transportation industry, a staffing firm, a retail company, or a franchise workforce, DISA has tailored solutions to meet your specific requirements. With a focus on compliance with DOT regulations, workplace safety, and occupational health, DISA helps you navigate complex employee screening laws and improve overall health and safety in the workplace.
Sabatini Law Firm, LLC
Sabatini Law Firm, LLC is a reputable finance and legal institution located at 67 Public Square in Wilkes-Barre, Pennsylvania, United States. Specializing in providing expert legal services in various areas of law, including finance, the firm is dedicated to helping clients navigate complex legal issues with confidence and expertise. With a team of experienced lawyers, Sabatini Law Firm, LLC is committed to providing personalized and effective legal solutions tailored to meet the unique needs of each client. Whether you are in need of legal advice for a financial matter or require representation in a legal dispute, Sabatini Law Firm, LLC is here to help.
F.N.B. Equipment Finance
F.N.B. Equipment Finance, located at 120 Highland Park Boulevard in Wilkes-Barre Township, Pennsylvania, is a trusted finance institution offering flexible leasing solutions for businesses. Our experienced team provides a wide range of equipment financing options with affordable terms and exceptional customer service. Whether you are a business in need of equipment financing or an equipment vendor looking for a reliable banking partner, F.N.B. Equipment Finance can help. We offer various leasing products such as TRAC Leases, tax-exempt leases, Fair Market Value Leases, Lease Lines of Credit, and Conditional Sale Leases to meet your specific needs.
The Hazzouri Group - Morgan Stanley
The Hazzouri Group at Morgan Stanley is a renowned financial institution located at 1065 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. With a team of experienced financial advisors, they offer a wide range of services including investment management, retirement planning, and wealth management. Clients can trust The Hazzouri Group to provide personalized financial solutions tailored to their individual needs and goals. With a commitment to excellence and a track record of success, The Hazzouri Group at Morgan Stanley is a trusted partner in helping clients achieve their financial objectives.
Lewis, Litwinsky, & Associates of the Princeton Group
Lewis, Litwinsky, & Associates of the Princeton Group is a reputable finance and insurance agency located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania. With a commitment to providing top-notch financial and insurance services to individuals and businesses, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Lewis, Litwinsky, & Associates of the Princeton Group is here to provide personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure your financial future.
Patrick Lenahan - Morgan Stanley
Patrick Lenahan - Morgan Stanley is a leading finance institution located in Wilkes-Barre, Pennsylvania. As part of the renowned Morgan Stanley brand, we provide top-notch financial services to our clients, helping them achieve their financial goals and secure their future. Our team of experienced professionals at 1065 Pennsylvania 315 is dedicated to providing personalized financial advice and investment strategies tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Patrick Lenahan - Morgan Stanley is here to help you every step of the way.
Berkshire Asset Management Llc
Berkshire Asset Management LLC is a finance institution located at 46 Public Square in Wilkes-Barre, Pennsylvania, United States. With a focus on providing expert financial guidance and investment management services, Berkshire Asset Management LLC aims to help clients achieve their financial goals and secure their future. The institution prides itself on its personalized approach, tailored to each client's unique needs and circumstances. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Berkshire Asset Management LLC is dedicated to helping you succeed.
Mary Mcevoy-Dockeray - Morgan Stanley
Mary Mcevoy-Dockeray - Morgan Stanley is a finance institution located at 1065 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. As a branch of the renowned Morgan Stanley, the institution offers a wide range of financial services including wealth management, investment advisory, and retirement planning. With a team of experienced financial advisors led by Mary Mcevoy-Dockeray, clients can expect personalized financial solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Mary Mcevoy-Dockeray - Morgan Stanley is dedicated to helping you achieve financial success.
Robert Phillips - Morgan Stanley
Robert Phillips - Morgan Stanley is a prestigious finance institution located at 1065 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. With a strong reputation for excellence in financial services, Robert Phillips - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. The team of experienced professionals at this institution is dedicated to providing personalized guidance and tailored strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets, Robert Phillips - Morgan Stanley is committed to delivering top-notch financial advice and services.
Murphy Schardien CPA LLC
Murphy Schardien CPA LLC is a reputable accounting and finance institution located at 22 Brader Drive in Wilkes-Barre, Pennsylvania, United States. Led by J. Martin Murphy, CPA and Anne Murphy Schardien, CPA, the firm boasts over 50 years of combined experience in the field. Specializing in a wide range of accounting, consulting, and tax services for both businesses and individuals, the team at Murphy Schardien CPA LLC offers personalized attention to cater to each client's specific needs. With a strong track record of successfully resolving issues with Federal, State, and Local agencies on behalf of their clients, the firm understands the current economic climate and can provide tailored recommendations to suit individual circumstances. Trust Murphy Schardien CPA LLC for expert financial guidance and support.
Cable Dean M CPA
Cable Dean M CPA is a reputable accounting and finance institution located at 106 South Main Street in Wilkes-Barre, Pennsylvania, United States. With years of experience in the industry, Cable Dean M CPA offers a wide range of accounting services to individuals and businesses alike. From tax preparation to financial planning, their team of experts is dedicated to providing top-notch financial solutions tailored to meet each client's specific needs. Trust Cable Dean M CPA for all your accounting and finance needs in Wilkes-Barre and beyond.
Weidner Accounting LLC
Weidner Accounting LLC is a reputable accounting and finance institution located at 67 Abraham Avenue in Wilkes-Barre, Pennsylvania, United States. With a team of experienced professionals, Weidner Accounting LLC offers a wide range of financial services to individuals and businesses. From tax preparation and bookkeeping to financial planning and consulting, Weidner Accounting LLC is committed to providing top-notch services tailored to meet the unique needs of each client. Trustworthy, reliable, and dedicated, Weidner Accounting LLC is a go-to institution for all your accounting and finance needs.
Ulyricia Pittman, Bankers Life Agent
Ulyricia Pittman, Bankers Life Agent is an insurance agency located at 613 Baltimore Drive, Wilkes-Barre, Pennsylvania, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, Washington National Insurance Company, as well as partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising cost of healthcare, long-term care planning is essential. Our team is here to guide you through the process and help you prepare for the future. We are currently recruiting for agent, manager, and investment professional positions. If you are passionate about helping others achieve financial security in retirement, our award-winning training programs and flexible career opportunities can help you reach your goals. Join us at Bankers Life and start achieving more today!
Jamie Dileo, Bankers Life Agent
Jamie Dileo, Bankers Life Agent is an insurance agency located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania. As a dedicated Bankers Life agent, Jamie Dileo offers personalized insurance solutions to help individuals and families protect their financial future. With a focus on providing excellent customer service and expert advice, Jamie Dileo is committed to helping clients find the right insurance coverage to meet their needs. Contact Jamie Dileo, Bankers Life Agent today to learn more about the insurance options available.
Megan Mosley, Bankers Life Agent
Megan Mosley, Bankers Life Agent is an insurance agency located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania, United States. Specializing in providing insurance products and services from Bankers Life, Megan Mosley is dedicated to helping clients protect their financial futures. With a focus on personalized service and tailored insurance solutions, Megan Mosley, Bankers Life Agent is committed to helping individuals and families achieve peace of mind and security.
Danielle Mahler, Bankers Life Agent
Danielle Mahler, Bankers Life Agent is an insurance agency located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania. As a trusted Bankers Life agent, Danielle Mahler provides personalized insurance solutions to help clients protect their financial future. With a focus on customer service and tailored insurance plans, clients can feel confident knowing they have a dedicated agent working to meet their individual needs. Whether it's life insurance, long-term care insurance, or retirement planning, Danielle Mahler is committed to helping clients make informed decisions and secure their financial well-being. Visit the office today to learn more about the insurance options available.
Colin Legg, Bankers Life Agent
Colin Legg, Bankers Life Agent is an insurance agency located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania, United States. As a trusted representative of Bankers Life, Colin Legg provides expert advice and personalized insurance solutions to help individuals and families protect their financial futures. With a focus on customer service and professionalism, Colin Legg is dedicated to helping clients navigate the complexities of insurance and make informed decisions to secure their assets and loved ones. Contact Colin Legg, Bankers Life Agent today for reliable and comprehensive insurance coverage.
Michael George, Bankers Life Agent
Michael George, Bankers Life Agent is an insurance agency located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania. As a Bankers Life Agent, Michael George offers a range of insurance products and services to meet the needs of individuals and families in the area. With a focus on providing personalized and tailored insurance solutions, Michael George is dedicated to helping clients protect their financial future and achieve peace of mind. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Michael George is committed to providing exceptional customer service and expertise to help you make informed decisions about your insurance needs. Contact Michael George, Bankers Life Agent today to learn more about the insurance options available to you.
David Humphreys, Bankers Life Agent
David Humphreys, Bankers Life Agent in Wilkes Barre, Pennsylvania, is dedicated to providing a wide range of insurance options to meet the diverse needs of our clients. Our agents offer core products from reputable companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One of our specialties is helping clients navigate the complexities of Medicare, including Medicare Advantage (Part C) plans that provide an all-in-one alternative to Original Medicare Parts A and B. With people living longer and healthcare costs on the rise, planning for long-term care is essential. Our agents can help you start the conversation and prepare for the future.
Amethyst Keeler, Bankers Life Agent
Amethyst Keeler, Bankers Life Agent is an insurance agency located at 613 Baltimore Drive, Wilkes-Barre, Pennsylvania, United States. Our team of agents offers a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients compare Medicare Advantage plans to find the best coverage for their needs. As the need for long-term care continues to grow, we are here to help you plan for the future and have important discussions with your loved ones. Contact us today to start planning for your next steps in securing your financial future.
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