TOP 10 Tax and financial planning in Washington, Pennsylvania

Lincoln Investment Planning, located at 1 East Broad Street in Bethlehem, Pennsylvania, is a finance institution dedicated to helping investors and employers achieve their long-term financial goals. Our advisors offer quality investment, insurance, and retirement products, with the service and support needed for success. We are excited to announce our expanded clearing arrangement with BNY Mellon's Pershing, providing a single custodial platform for our self-clearing business. Additionally, we have selected Pershing X's Wove wealth management platform to offer technology solutions to our financial professionals.

Robyn Rose - Financial Advisor at Ameriprise Financial Services, LLC, located at 161 Washington Street in Conshohocken, Pennsylvania, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Robyn provides investment recommendations and portfolio analysis to help you achieve financial success. Regular meetings and progress tracking ensure that your financial strategy evolves with your life changes. Access your accounts and investments securely from any device, and schedule a complimentary initial consultation to learn more about how Robyn can assist you in reaching your financial goals. With a commitment to client satisfaction and a dedication to helping you build a more secure financial future, Robyn Rose is ready to support you every step of the way. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC.

Thomas G Rodman is a financial advisor at Ameriprise Financial Services, LLC located at 161 Washington Street, Conshohocken, Pennsylvania, United States. Thomas holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Thomas's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment management, and more. Thomas is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.

Christopher Lundmark is a financial advisor at Ameriprise Financial Services, LLC, located at 161 Washington Street in Conshohocken, Pennsylvania, United States. With a focus on understanding your unique goals and priorities, Christopher offers personalized financial advice to help you navigate life's expected and unexpected financial challenges. By working with Christopher, you can feel more confident and in control of your financial future. Background and qualification information for Christopher Lundmark can be found on FINRA's BrokerCheck website. The Ameriprise Financial Services, LLC Client Relationship Summary Disclosure is also available for further information.

Gerald Klatz, a financial advisor at Ameriprise Financial Services, LLC, located at 161 Washington Street in Conshohocken, Pennsylvania, offers personalized financial planning services to help clients achieve their financial goals. With a focus on retirement planning, investment strategies, and wealth management, Gerald Klatz provides expert advice and guidance to navigate the complexities of the financial markets. Clients can access background and qualification information on FINRA's BrokerCheck website and review the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure for additional information. By exploring the Retirement InteractiveSM tool, individuals can address common retirement concerns such as income stability, market volatility, and inflation risks. Prospective clients can schedule a complimentary initial consultation to learn more about financial planning concepts and take the first step towards a more secure financial future. Investment products and services offered through Ameriprise Financial Services, LLC are subject to investment risks, and Gerald Klatz is registered to conduct securities business in specific states listed on FINRA's BrokerCheck website. Contact Gerald Klatz today to discuss your financial priorities and start planning for a brighter financial future.

Lincoln Investment Planning, located in Philadelphia, Pennsylvania, is a finance institution that empowers advisors to offer quality investment, insurance, and retirement products to help clients achieve their long-term financial goals. With a long-standing clearing arrangement with BNY Mellon’s Pershing, we provide a single custodial platform and utilize Pershing X’s Wove wealth management platform for technology solutions. Educators and non-profit employees can benefit from our expertise in 403(b) plans, helping them turn savers into investors for financial well-being. Our advisors create tailored strategies based on individual needs, comfort levels, and goals. With over 4,000 employers trusting our products and services, we offer flexibility and freedom of choice for conducting business. Contact us at Lincoln Investment 601 Office Center Drive, Suite 300 Fort Washington, PA 19034 for more information. Advisory services are offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers, with securities offered through Lincoln Investment Broker-Dealer, Member FINRA/SIPC. Please note that tax, legal, or Social Security claiming advice is not offered through or supervised by Lincoln Investment or Capital Analysts.

Maureen Cioppi-Grill is a financial advisor at Ameriprise Financial Services, LLC located at 161 Washington Street in Conshohocken, Pennsylvania. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. Maureen Cioppi-Grill's background and qualifications can be found on FINRA's BrokerCheck website. The institution offers investment products and services through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Clients can expect personalized financial planning concepts during the initial consultation. While Ameriprise Financial cannot guarantee future financial results, they strive to help clients achieve their financial goals. Referrals are appreciated, and Maureen Cioppi-Grill looks forward to helping friends and family members with their financial needs.

Jackson Hewitt Tax Service is a finance institution located at 30 Trinity Point Drive in Washington, Pennsylvania, United States. While their tax advance loans have ended for the year, their Tax Pros are still available to help you maximize your refund. You can conveniently drop off your tax documents and a Tax Pro will take care of the rest, including a quick call to review your final return and e-signing. This location is conveniently situated in Walmart, allowing you to get your taxes done while you shop. Although Refund Advance loans are no longer available this year, early Refund Advance options were offered at select locations. Appointments can be made for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. It is recommended to book an appointment online or call ahead to reserve time with a Tax Pro. The Tax Pros at this Jackson Hewitt location speak English. Trust Jackson Hewitt Tax Service to handle your taxes and ensure that every dollar matters when it comes to your refund.

Jackson Hewitt Tax Service is a finance institution located at 322 East Maiden Street in Washington, Pennsylvania, United States. Our Tax Pros are dedicated to helping you get your biggest refund, even though our tax advance loans have ended for this year. Our services are perfect for busy individuals - simply drop off your tax documents and let a Tax Pro take care of the rest, including a quick call to review your final return and convenient e-signing. While our Refund Advance loans are no longer available this year, we offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. Early Refund Advance options were available at select locations until January 14, 2023, and No Fee Refund Advance options were available until February 11, 2024.

South Hills Tax & Accounting, LLC is a trusted accounting and finance institution located at 640 Washington Road in Pittsburgh, Pennsylvania. Our team of experienced professionals is dedicated to providing high-quality tax and accounting services to individuals and businesses in the South Hills area. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

Quattrone Tax & Accounting Services is a reputable accounting and finance institution located at 3537 Washington Avenue in Finleyville, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, Quattrone Tax & Accounting Services is dedicated to providing personalized and reliable solutions to help you achieve your financial goals. Contact them today to learn more about how they can assist you with your accounting and finance needs.

Imperial Tax South Hills, LLC is a reputable accounting and finance institution located at 2535 Washington Road in Upper Saint Clair, Pennsylvania, United States. With a team of experienced professionals, they provide expert tax services, financial advice, and accounting solutions to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or bookkeeping, Imperial Tax South Hills, LLC is dedicated to helping you achieve your financial goals. Contact them today for personalized and reliable financial services.

Jackson Hewitt Tax Service is a finance institution located at 1063 Washington Avenue in Carnegie, Pennsylvania, United States. Our Tax Pros are dedicated to helping you get your biggest refund, even though our tax advance loans have ended this year. Drop off your tax documents and let our experts handle the rest, including a quick call to review your final return and convenient e-signing. A Refund Advance loan allows you to get money before your tax refund arrives, which can sometimes take weeks for the IRS to process. While Refund Advance is no longer available this year, Early Refund Advance was offered at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance was available from January 2, 2024, until February 11, 2024, at most locations.

Stocker Tax Services is a reputable accounting and finance institution located at 1523 Washington Street in Easton, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses. From tax preparation to financial planning, Stocker Tax Services is dedicated to helping their clients achieve their financial goals. With a commitment to excellence and personalized service, they are a trusted partner in navigating the complexities of the tax system.

Donnelly-Boland and Associates is a reputable accounting and finance institution located at 69 South Washington Street in Waynesburg, Pennsylvania, United States. With a team of skilled professionals, they provide a wide range of financial services to individuals and businesses in the area. Their expertise includes tax preparation, financial planning, auditing, and more. Clients can trust Donnelly-Boland and Associates to provide reliable and personalized solutions to meet their financial needs.

Rupert Tax & Advisory Services LLC is a reputable accounting and finance institution located at 8 East Pine Avenue in Washington, Pennsylvania, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, and advisory services to individuals and businesses. Our commitment to providing personalized and high-quality services sets us apart from our competitors. Contact us today to see how we can help you achieve your financial goals.

Martin's Tax Services is a reputable accounting and finance institution located at 79 3rd Street in Washington, Pennsylvania, United States. With years of experience in the industry, our team of experts is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need help with tax preparation, planning, or resolution, we are here to assist you every step of the way. Trust Martin's Tax Services for all your financial needs.

Clark And Company LLC is a trusted accounting and finance institution located at 621 North Main Street in Washington, Pennsylvania. With a team of experienced professionals, we provide a wide range of services to help individuals and businesses manage their finances effectively. Whether you need help with tax preparation, financial planning, or bookkeeping, our team is dedicated to providing top-notch service and personalized solutions. Visit us today to see how we can help you achieve your financial goals.

AB Tax Inc. is a reputable accounting and finance institution located at 660 Washington Road in Pittsburgh, Pennsylvania. Our team of experienced professionals is dedicated to providing top-notch tax services and financial advice to individuals and businesses alike. With a commitment to accuracy and integrity, we strive to help our clients navigate the complexities of tax laws and financial planning. Whether you need assistance with tax preparation, bookkeeping, or investment strategies, AB Tax Inc. is here to help you achieve your financial goals. Contact us today to schedule a consultation.

Baratz & Associates, P.A. in Fort Washington, Pennsylvania is a reputable accounting and finance institution located at 550 Pinetown Road. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their dedication to providing personalized and high-quality services sets them apart in the industry. Whether you are an individual or a business owner, Baratz & Associates, P.A. is committed to helping you achieve your financial goals.

Kritzstein and Company, PC is a reputable accounting and finance institution located at 501 West Office Center Drive in Fort Washington, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of accounting and financial services to individuals and businesses. Whether you need help with tax preparation, auditing, financial planning, or any other financial needs, Kritzstein and Company, PC is dedicated to providing top-notch service and expertise to help you achieve your financial goals.

Ash Park Terrace and Washington House Apartments are located at 70 South 3rd Avenue in Coatesville, Pennsylvania. These senior 55 apartments offer preference to elderly, handicapped, and disabled individuals. Rent is based on income and includes electric, heat, water, sewer, and trash removal. Income guidelines apply and are included in the application process. The institution is managed by HDC, with Sharlene Woodruff serving as Senior Vice President and Chief Financial Officer. Sharlene has been with HDC for over 30 years and is responsible for managing finance and accounting activities. Tammie Fitzpatrick serves as Chief Operating Officer, leading the organization's strategic planning and execution.

Easter Seals Western and Central Pennsylvania is a leading nonprofit organization dedicated to achieving full equity, inclusion, and access for individuals with disabilities. With over 105 years of service, Easter Seals has been a cornerstone in enriching education, enhancing health, expanding employment opportunities, and elevating community support. Our Mission:

Derek Thomas is an Associate Financial Advisor with Ameriprise Financial Services, LLC, located at 1150 Washington Road in Washington, Pennsylvania. Derek brings a wealth of knowledge and expertise to his clients, backed by an impressive array of certifications and designations in the financial planning industry. His credentials reflect a commitment to ethics, comprehensive financial planning, and a deep understanding of the financial needs of diverse clients, including individuals, retirees, small business owners, and domestic partners.

ZiggyMarsh Financial Consulting is a dedicated and professional financial advisory firm located at 552 Washington Avenue, Carnegie, Pennsylvania, 15106, United States. Specializing in comprehensive financial planning and consulting services, ZiggyMarsh is committed to helping individuals, families, and businesses achieve their financial goals and secure their financial future. Our team of experienced consultants offers personalized solutions tailored to meet the unique needs of each client, including investment management, retirement planning, tax strategies, and risk management. At ZiggyMarsh Financial Consulting, we pride ourselves on our client-centric approach, ensuring that every financial decision is made with your best interests in mind. Visit us today to start your journey towards financial stability and prosperity.

Mt Lebanon Tax Office, located at 710 Washington Road, Pittsburgh, Pennsylvania 15228, is your trusted local resource for all matters related to accounting, finance, and local government taxation. Serving the vibrant community of Mt Lebanon and surrounding areas, our office is committed to providing exceptional financial services and support. Whether you need assistance with tax preparation, financial planning, or navigating local government tax regulations, our team of experienced professionals is here to help. At Mt Lebanon Tax Office, we pride ourselves on delivering accurate, efficient, and personalized service to ensure your financial well-being and compliance with all local tax requirements. Visit us today and experience the difference that local expertise and dedicated service can make.

Colvin Financial Corporation, located at 1204 W Washington St, New Castle, PA 16101, is a premier financial services provider dedicated to helping individuals and businesses achieve their financial goals. Specializing in a comprehensive range of financial solutions, Colvin Financial Corporation offers expert advice and services in areas such as investment management, retirement planning, estate planning, tax strategies, and insurance. With a commitment to personalized service, the experienced team at Colvin Financial Corporation takes the time to understand each client's unique financial situation and objectives, crafting tailored strategies to ensure long-term financial success. Whether you're looking to grow your wealth, plan for retirement, or secure your financial future, Colvin Financial Corporation is your trusted partner in financial planning.

Walter Sell - Associate Financial Advisor, Ameriprise Financial Services, LLC Located at 1195 Washington Pike #330, Bridgeville, PA 15017, Walter Sell is an Associate Financial Advisor with Ameriprise Financial Services, LLC. Specializing in personalized financial planning and advisory services, Walter is dedicated to helping clients achieve their financial goals through a comprehensive, client-focused approach.

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.

South Hills Tax & Accounting, LLC is a premier accounting and finance firm located at 640 Washington Rd #303, Pittsburgh, PA 15228, United States. Renowned for its commitment to providing personalized and comprehensive financial services, South Hills Tax & Accounting offers a wide range of solutions tailored to meet the unique needs of individuals and businesses alike. Their expert team specializes in tax preparation, bookkeeping, payroll services, and financial planning, ensuring clients receive accurate and timely assistance to achieve their financial goals. With a focus on building long-term relationships and delivering exceptional client service, South Hills Tax & Accounting, LLC stands out as a trusted partner in navigating the complexities of finance and taxation.