TOP 10 Tax and insurance services in Pennsylvania
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Strategic Lifestyle Advisors
● ClosedStrategic Lifestyle Advisors is a finance and insurance agency located at 269 Main Street in Greenville, Pennsylvania, United States. Our team of expert advisors is dedicated to helping individuals and families achieve their financial goals and protect their assets. Whether you are planning for retirement, investing for the future, or looking for insurance coverage, we provide personalized strategies tailored to your unique lifestyle and needs. Contact us today to schedule a consultation and start building a secure financial future.
269 Main St, Greenville, PA 16125, United States -
McGill Power Bell & Associates LLP
● ClosedMcGill Power Bell & Associates LLP is a certified public accounting firm located at 180 Mercer Street in Meadville, Pennsylvania. With offices also in Erie, Franklin, Grove City, and Titusville, MPB offers a wide range of accounting and finance services to individuals, businesses, nonprofit organizations, employee benefit plans, and governmental entities. Specializing in providing quality audits, MPB understands the importance of audits to various stakeholders and focuses on understanding the risks faced by clients. The firm also offers consulting services to assist with business and individual decisions, as well as education on how tax laws impact current and future plans.
180 Mercer St, Meadville, PA 16335, United States -
Forensic Accounting Corp
● OpenForensic Accounting Corp, located at 5755 Peach Street in Erie, Pennsylvania, offers a comprehensive range of forensic accounting services to the legal and insurance communities in the area. Our team of specialists is skilled in identifying, preserving, and reporting on all forms of digital evidence and electronically stored information (ESI). In addition to our forensic accounting services, our Erie office also provides litigation support for business disputes, shareholder and partner conflicts, and business income loss cases. With over 15 years of experience in business and legal matters, our professionals bring a wealth of financial and investigative expertise to the litigation process.
5755 Peach St, Erie, PA 16509, United States -
Beratung Advisors - South
● ClosedBeratung Advisors - South is a finance institution located at 135 Technology Drive in Canonsburg, Pennsylvania, United States. Our mission is to empower you to make informed financial decisions, even in the midst of your busy life. We understand that it can be overwhelming to prioritize financial decisions, which is why we are here to help you see if you are on track to meet your financial goals. Our team of financial planners will partner with you to create personalized comprehensive financial plans tailored to your specific needs. We offer services in cash flow planning, risk management, retirement planning, investment planning, tax planning, and estate planning. By organizing your financial resources and goals into an easy-to-use client portal, we ensure that you have simple access to your financial life, regardless of your financial means.
135 Technology Dr #318, Canonsburg, PA 15317, United States -
Canella Financial Group
● ClosedCanella Financial Group is a reputable finance and insurance agency located at 1150 Thorn Run Road Extension in Carnot-Moon, Pennsylvania, United States. With a focus on providing top-notch financial services and insurance solutions, Canella Financial Group is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. The experienced team at Canella Financial Group is committed to providing personalized service and tailored solutions to meet the unique needs of each client. Whether you are looking for investment advice, insurance coverage, or retirement planning, Canella Financial Group is here to help you navigate the complexities of the financial world with confidence and peace of mind.
1150 Thorn Run Road Extension Ste 102, Moon Twp, PA 15108, United States -
Orion Financial LLC
● ClosedOrion Financial LLC is a finance institution located at 500 Millers Run Road in Morgan, Pennsylvania, United States. We specialize in providing a wide range of financial services to our clients, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Contact us today to learn more about how we can help you secure your financial future.
500 Millers Run Rd Box 507, Morgan, PA 15064, United States -
LPL Financial: Ronald W. Geisler
● OpenLPL Financial: Ronald W. Geisler is a finance institution located at 221 Woodhaven Drive in Bridgeville, Pennsylvania, United States. This institution offers a wide range of financial services and expertise to help individuals and businesses achieve their financial goals. With a focus on personalized service and tailored financial solutions, LPL Financial: Ronald W. Geisler is dedicated to providing top-notch financial advice and support to their clients. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, LPL Financial: Ronald W. Geisler is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
221 Woodhaven Dr A, Bridgeville, PA 15017, United States -
Merrill Lynch Financial Advisor Matthew G. Hurray
● ClosedLocated at 417 Thorn Street in Sewickley, Pennsylvania, Merrill Lynch Financial Advisor Matthew G. Hurray offers personalized financial services to successful families looking to manage their wealth for the present and the future. Supported by the global resources of Merrill, the team led by Matthew G. Hurray is dedicated to building strong client relationships based on trust and personalized service. The team includes talented individuals like Ross Tomer, who joined the group in 2018, and focuses on helping clients achieve their financial goals with a clear purpose in mind. With a consultative approach, the team addresses a wide range of financial issues, including cash management, retirement planning, and insurance strategies. The team at Merrill Lynch Wealth Management understands that each client has unique needs and priorities, and they work to create personalized financial plans that evolve with the client's changing life circumstances. By fostering a collaborative approach and providing continuity of care, the team at Merrill Lynch Financial Advisor Matthew G. Hurray aims to serve clients and their families for many years to come. Through the Merrill Personal Wealth Analysis™ program, clients can receive a personalized financial plan centered on their goals and tailored to help them achieve what matters most to them. With a focus on building a customized investment approach to address each client's needs and goals, the team at Merrill Lynch Financial Advisor Matthew G. Hurray puts the client first, every day.
417 Thorn St, Sewickley, PA 15143, United States -
ROCKCLIFF CAPITAL, LLC
● ClosedRockcliff Capital, LLC is a finance institution located at 1725 Washington Road, Pittsburgh, Pennsylvania, United States. Led by principal Andrew W. Gans, a Registered Investment Advisor, Certified Financial Planner™, and Chartered Financial Analyst™, Rockcliff Capital focuses on integrity, commitment, and innovative ideas to be your most trusted advisor. As a registered investment advisor, Rockcliff Capital is held to the highest standard of care, always putting the client's interests above their own. With a focus on financial planning, retirement planning, tax planning, investment planning, insurance planning, estate planning, social security planning, and education planning, Rockcliff Capital offers a proprietary investment approach utilizing ETFs, mutual funds, and other low-cost investment vehicles to preserve capital with a stable growth rate.
1725 Washington Rd #603, Pittsburgh, PA 15241, United States -
Cashdollar & Associates LLC
● ClosedCashdollar & Associates LLC is a premier financial institution located at 115 Erie Street in Grove City, Pennsylvania, United States. With a team of experienced professionals, we provide a wide range of financial services to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, we are here to assist you every step of the way. At Cashdollar & Associates LLC, we are committed to providing personalized service and tailored solutions to meet the unique needs of each of our clients. Contact us today to schedule a consultation and see how we can help you secure your financial future.
115 Erie St, Grove City, PA 16127, United States -
DS Financial Advisors
● ClosedDS Financial Advisors is a finance and insurance agency located at 902 Perry Highway in Pittsburgh, Pennsylvania. Specializing in tax savings, we believe in managing all aspects of Life’s Cash Flow to help our clients achieve their financial goals. With a focus on savings, investments, insurances, taxes, and debts, we strive to have our clients' best interests in mind. Our team takes the time to listen to each client's goals and create personalized strategies to help them save money and reach their true financial objectives. DS Wealth Advisors, Inc. is a Registered Investment Adviser affiliated with our institution, offering investment advisory services. For tax, accounting, and insurance services, clients can turn to DS Financial Advisors, Inc. We aim to provide guidance and information to our clients, emphasizing that investments involve risk and are not guaranteed. Contact us today to learn more about how we can help you achieve your financial goals.
902 Perry Hwy, Pittsburgh, PA 15229, United States -
Allegheny Financial Group
● ClosedAllegheny Financial Group, located at 811 Camp Horne Road in Pittsburgh, Pennsylvania, is a trusted finance institution that offers personalized financial planning services. Our team of experienced advisors will work closely with you to develop a tailored plan that meets your unique goals and aspirations. With a focus on holistic financial planning, we analyze all aspects of your financial life, including budgeting, retirement planning, education savings, tax management, insurance coverage, and estate planning. As pioneers in financial planning in Pittsburgh, Allegheny Financial Group has earned the trust of our clients through personalized attention, specialized knowledge, and a team-based approach. Our advisors are dedicated to providing tailored financial programs that address your individual needs. Many of our advisors hold the CERTIFIED FINANCIAL PLANNERTM certification, recognized as the highest standard in personal financial planning. This certification ensures that our advisors are highly qualified to develop a plan for your finances while prioritizing your goals and needs.
811 Camp Horne Rd, Pittsburgh, PA 15237, United States -
JMS Capital Group
● ClosedJMS Capital Group, located at 417 Thorn Street in Sewickley, Pennsylvania, is a finance institution catering to the complex needs of high net worth investors. Beyond traditional stocks and bonds, they offer access to direct private real estate, private equity investments, and absolute return-oriented strategies to diversify investment portfolios and preserve wealth. The institution provides services to manage tax, estate, and insurance matters, execute education savings plans, and family charitable giving strategies. JMS Capital Group Real Estate handles the acquisition, leasing, and management of commercial and residential properties nationwide. Wealth Services focuses on providing investment solutions and financial planning, while Development offers complete solutions for ground-up real estate transactions. Clients receive quarterly market activity recaps and access to a leading private equity manager for diversification. The institution also offers low-risk strategies with upside return potential and helps clients determine their Risk Number to optimize portfolios. With a focus on preserving wealth and providing steady income streams, JMS Capital Group aims to help clients maintain their lifestyle for generations to come.
417 Thorn St #300, Sewickley, PA 15143, United States -
Greg Miller & Associates
● OpenGreg Miller & Associates is a finance institution located at 109 VIP Drive in Wexford, Pennsylvania. With a focus on helping individuals reach their retirement goals, we believe that it is never too early or too late to start preparing for your financial future. Our team of experts can help you preserve and transfer your assets to your heirs, ensure you have the right insurance coverage, evaluate your investments, and minimize your tax burden. With certifications as a Certified Estate Planner and Registered Financial Consultant, we have been providing trusted financial advice since 2000. Our advisory services are offered through Guardian Capital, LLC, while insurance products and Estate Planning services are provided through Greg Miller & Associates. Take the first step towards a personalized financial future by contacting us at 724-934-3050.
109 VIP Drive #200, Wexford, PA 15090, United States -
Three Rivers Executive Consulting (TREC)
● ClosedThree Rivers Executive Consulting (TREC) is a leading finance and insurance agency located at 3000 Stonewood Drive in Wexford, Pennsylvania, United States. With a team of experienced professionals, TREC provides top-notch consulting services to help individuals and businesses make informed financial decisions. Whether you are looking for investment advice, insurance solutions, or retirement planning, TREC is dedicated to providing personalized and comprehensive services to meet your needs. Visit us today to see how we can help you secure your financial future.
3000 Stonewood Dr, Wexford, PA 15090, United States -
The Speakman Financial Group
● ClosedThe Speakman Financial Group is a leading finance institution located at 2 Penn Center Boulevard in Pittsburgh, Pennsylvania, United States. With a focus on providing expert financial services and solutions, their team of professionals are dedicated to helping clients achieve their financial goals. Whether it's wealth management, investment planning, or retirement strategies, The Speakman Financial Group offers personalized services tailored to each client's unique needs. Trust in their expertise and experience to guide you towards a secure financial future.
2 Penn Center Blvd #325, Pittsburgh, PA 15276, United States -
The Musuneggi Financial Group, LLC
● OpenThe Musuneggi Financial Group, LLC is a finance institution located at 1910 Cochran Road in Pittsburgh, Pennsylvania, United States. With a focus on providing personalized financial planning and investment services, our experienced team is dedicated to helping clients achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, we offer comprehensive financial solutions tailored to your individual needs. Trust The Musuneggi Financial Group, LLC to guide you towards a secure financial future.
1910 Cochran Rd # 520, Pittsburgh, PA 15220, United States -
HBKS Wealth Advisors
● ClosedHBKS Wealth Advisors is a leading finance and insurance agency located at 200 Pinewood Lane in Warrendale, Pennsylvania, United States. With a team of experienced professionals, we provide personalized wealth management solutions to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or protect your assets, our dedicated advisors are here to guide you every step of the way. Trust HBKS Wealth Advisors to help secure your financial future.
200 Pinewood Ln Suite 204, Warrendale, PA 15086, United States -
Lincoln Investment Planning
● ClosedLincoln Investment Planning, located at 1606 Carmody Court in Sewickley, Pennsylvania, is a finance institution dedicated to helping investors and employers achieve their long-term financial goals. With a focus on offering quality investment, insurance, and retirement products, Lincoln Investment empowers their advisors to provide the service and support needed for success. In an exciting development, Lincoln Investment is expanding their partnership with BNY Mellon’s Pershing to enhance their custodial platform and provide financial professionals with access to Pershing X’s Wove wealth management platform. This technology suite will offer advanced solutions to support advisors in their work.
1606 Carmody Ct, Sewickley, PA 15143, United States -
Wealth Enhancement Group
● ClosedWealth Enhancement Group is a leading financial institution located at 110 Daniel Drive in Uniontown, Pennsylvania, United States. With a team of experienced financial advisors, Wealth Enhancement Group offers a wide range of services to help clients grow and manage their wealth effectively. Whether you are looking for investment advice, retirement planning, or estate planning, Wealth Enhancement Group is dedicated to providing personalized solutions to meet your financial goals. Contact us today to schedule a consultation and start building a brighter financial future.
110 Daniel Dr Suite 11, Uniontown, PA 15401, United States -
Capital A Wealth Management
● ClosedCapital A Wealth Management is a finance, health, and insurance agency located at 8050 Rowan Road in Cranberry Township, Pennsylvania, United States. Our institution is dedicated to upholding the highest standards of integrity and professionalism in our relationship with you, our valued client. By scheduling a meeting with us, you can discover what your ideal retirement looks like through our Alpha Plan, where we will assess your current financial situation and determine your retirement needs. You will receive a personalized strategy to help you achieve your unique retirement goals, and we will regularly review your plan to ensure you stay on track. At Capital A Wealth Management, we aim to understand your financial situation and provide you with top-quality information, services, and products to help you reach your financial goals. If you are nearing retirement and want to make the most of your life savings, our complimentary consultation is just a few clicks away. As part of our four-step Alpha Plan process, we will work with you to craft a customized strategy that aligns with your retirement objectives. Our retirement kit includes guides on important topics to consider when planning for retirement. We are proud members of the Pittsburgh North Regional Chamber, and we are committed to helping you secure a comfortable and stable financial future. Securities are offered by registered individuals through Madison Avenue Securities, LLC (MAS), and investment advisory services are offered by registered individuals through Capital A Wealth Management, LLC (CAWM). We are not affiliated with MAS. Please note that investing involves risk, and no investment strategy can guarantee a profit or protect against loss. The information provided on this website is for informational purposes only and should not be used as the sole basis for financial decisions. We are dedicated to providing you with the best financial education and guidance to help you achieve your financial goals.
8050 Rowan Rd #602, Cranberry Twp, PA 16066, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a leading finance and insurance agency located at 310 Seven Fields Boulevard in Seven Fields, Pennsylvania, United States. With a strong reputation for providing top-notch financial planning and insurance services, Northwestern Mutual is committed to helping individuals and families achieve their financial goals and secure their futures. Whether you are looking for investment advice, retirement planning, or insurance coverage, Northwestern Mutual has a team of knowledgeable professionals ready to assist you every step of the way. Trust Northwestern Mutual to provide you with the expertise and guidance you need to build a solid financial foundation.
310 Seven Fields Blvd Suite 300, Seven Fields, PA 16046, United States -
GA Investment Management
● ClosedGA Investment Management is a renowned finance and insurance agency located at 310 Seven Fields Boulevard in Seven Fields, Pennsylvania, United States. With a team of experienced professionals, GA Investment Management offers expert financial advice and personalized insurance solutions to help clients achieve their financial goals and protect their assets. Whether you are planning for retirement, saving for your children's education, or looking to secure your future, GA Investment Management is dedicated to providing top-notch services tailored to meet your individual needs. Trust GA Investment Management to guide you towards a secure and prosperous financial future.
310 Seven Fields Blvd #161, Seven Fields, PA 16046, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 435 Donner Avenue in Monessen, Pennsylvania, United States. With a long history of providing financial planning, investment, and insurance services, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their future. Their team of experienced professionals offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking for retirement planning, life insurance, investment management, or estate planning services, Northwestern Mutual is committed to providing you with expert guidance and support every step of the way. Visit their office in Monessen today to start planning for a more secure financial future.
435 Donner Ave #160, Monessen, PA 15062, United States -
Thrivent
● ClosedThrivent, located at 120 North Pike Road in Sarver, Pennsylvania, is a finance institution that believes everyone deserves a financial plan they can be confident about. Their team of financial advisors are dedicated to understanding each client's unique situation and goals in order to create a personalized financial plan that prioritizes what matters most to them. Thrivent offers a free virtual coaching service called Money Canvas™ to help clients build healthier money habits at their own pace. Whether you are just starting out, building a foundation, or nearing retirement, Thrivent's financial advisors are there to help you navigate the challenges and opportunities that life presents. They offer charitable planning options and generosity programs to help clients give back to their communities. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization that provides advice, investments, insurance, banking, and generosity programs.
120 N Pike Rd, Sarver, PA 16055, United States -
Leonard Advisory Group
● ClosedLeonard Advisory Group is a finance and insurance agency located at 8150 Perry Highway in Pittsburgh, Pennsylvania, United States. At Leonard Advisory Group, we focus on aligning your finances with your life goals. Our team works with you to create a personalized strategy to help you achieve your retirement objectives. We offer a Complete Planning Review to assess your current financial situation and develop a plan tailored to your unique needs. Our services include retirement income strategies, wealth management, and more. We are an independent financial services firm that offers a range of investment and insurance products to meet your individual requirements. Schedule a meeting with us or attend one of our informational seminars to learn more about securing your financial future. Please note that investments involve risk and should be discussed with a qualified financial adviser. Contact us today to start planning for a secure retirement.
8150 Perry Hwy #315, Pittsburgh, PA 15237, United States -
Beratung Advisors North
● OpenBeratung Advisors North is a finance institution located at 2008 Kinvara Drive, Pittsburgh, Pennsylvania, United States. Our mission is to empower you to make informed financial decisions, even in the midst of a busy and overwhelming life. We understand the challenges of prioritizing financial decisions and aim to help you see if you are on track to meet your financial goals. Our financial planners partner with you to create personalized comprehensive financial plans that focus on cash flow planning, risk management, retirement planning, investment planning, tax planning, and estate planning. We help you organize your financial resources and goals into an easy-to-use client portal so that you have simple access to your financial life.
2008 Kinvara Dr, Pittsburgh, PA 15237, United States -
Bridger Financial Group
● ClosedBridger Financial Group is a reputable finance and insurance agency located at 381 Mansfield Avenue in Pittsburgh, Pennsylvania, United States. With a team of experienced professionals, Bridger Financial Group offers a wide range of financial services including investment management, retirement planning, and insurance solutions. Whether you are looking to grow your wealth or protect your assets, Bridger Financial Group is dedicated to helping you achieve your financial goals. Visit us today to learn more about our personalized services and comprehensive financial solutions.
381 Mansfield Ave #400, Pittsburgh, PA 15220, United States -
Synergy Group Inc
● ClosedSynergy Group Inc, located at 1967 Lincoln Way in White Oak, Pennsylvania, is a finance institution dedicated to helping individuals pursue their unique retirement goals and dreams. They understand the importance of Social Security in the retirement planning process and offer personalized financial reviews to determine the best course of action for each client. Their Retirement Journey process helps clients implement strategies that align with their goals and keep them on track for a secure future. Synergy Group Inc is affiliated with J.W. Cole Financial, Inc. and J.W. Cole Advisors, Inc., and all advisors are properly registered to conduct securities-related business. Clients can schedule a meeting or attend events to learn more about the products and services offered. Securities offered through FINRA/SIPC and advisory services through J.W. Cole Advisors, Inc. For more information, listeners can tune in to "Laux on Your Retirement" on various stations. Synergy Group Inc prioritizes compliance with regulations and provides investor education resources for clients. Visit their website for more information and to access important disclosure documents.
1967 Lincoln Way, White Oak, PA 15131, United States -
Joe Zappia, CRPC(R) & Team - Fiduciaries
● OpenJoe Zappia, CRPC(R) & Team - Fiduciaries is a finance, health, and insurance agency located at 201 Penn Center Boulevard in Pittsburgh, Pennsylvania, United States. As proud members of the safe money places Agent Network, we specialize in helping our clients generate lifetime income with fixed annuities. Our team of fiduciaries is dedicated to providing personalized financial solutions that prioritize the long-term financial security and well-being of our clients. Trust us to guide you towards a stable and secure financial future.
201 Penn Center Blvd Suite 400, Pittsburgh, PA 15235, United States
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