TOP 10 Tax consulting for individuals in Pennsylvania
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Robert Lepre
● OpenRobert Lepre is a distinguished financial services firm located at 707 Grant St, Pittsburgh, PA 15219, United States. Renowned for its commitment to excellence, the firm offers a comprehensive suite of financial solutions tailored to meet the diverse needs of individuals and businesses alike. With a focus on personalized service, Robert Lepre provides expert advice in areas such as investment management, retirement planning, wealth preservation, tax strategies, and financial planning. The team at Robert Lepre combines extensive industry experience with a deep understanding of the local market to help clients achieve their financial goals and secure a prosperous future. Whether you're looking to grow your assets, plan for retirement, or navigate complex financial landscapes, Robert Lepre stands as a trusted partner dedicated to your financial well-being.
707 Grant St, Pittsburgh, PA 15219, United States -
Merrill Lynch Private Wealth Advisor Derek S Jancisin
● OpenMerrill Lynch Private Wealth Advisor Derek S. Jancisin, located at 600 Grant St, 49th Floor, Pittsburgh, PA, is dedicated to empowering prosperity and simplifying wealth management for a select clientele. Our mission is to transform complex financial landscapes into seamless, straightforward pathways, ensuring a legacy of stability and growth. We work closely with individuals, families spanning multiple generations, business owners, and executives, using a goals-based wealth management approach to put our clients at the center of every personalized strategy.
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Merrill Lynch Financial Advisor Michelle Kish
● OpenAt Merrill Lynch Financial Advisor Michelle Kish, we pride ourselves on providing expert financial advice and comprehensive wealth management services to individuals and families in all stages of their financial journey. Located in the heart of Pittsburgh, PA, our team at the Kish Morrison Group believes that true wealth management extends beyond mere investment strategies. We adopt a holistic approach to help you design financial plans that are aligned with your most significant life goals, not just for your lifetime but for generations to come.Our Philosophy: Our investment philosophy is grounded in core principles that prioritize risk-adjusted returns, long-term asset allocation, and tax efficiency. We carefully select investment managers with consistent performance records and emphasize a total return approach that includes both price appreciation and income generation. We avoid market timing and focus on creating strategies that are resilient and adaptable.Services Offered:
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Merrill Lynch Financial Advisor Shannon M Cully
● OpenMerrill Lynch Financial Advisor Shannon M Cully, located in the heart of Pittsburgh, PA, on the 49th floor of the iconic 600 Grant St building, offers a comprehensive suite of financial services tailored to meet the diverse needs of individuals, families, and small businesses. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, Shannon M Cully provides clients with the tools and insights necessary to navigate the complexities of today's financial landscape.
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Merrill Lynch Private Wealth Advisor Shiv K Sethi
● OpenAt Merrill Lynch Private Wealth Advisor Shiv K Sethi, managing your wealth begins with a comprehensive understanding of your complete financial picture. Situated in the heart of Pittsburgh, PA, we provide personalized wealth management strategies tailored to your unique needs and aspirations. Our mission is to help you pursue your goals through flexible strategies that adapt to today's dynamic market conditions. By leveraging the investment insights of Merrill and the banking convenience and lending solutions of Bank of America, we offer a holistic approach to wealth management.Our Commitment:Inclusion, respect, and empathy form the cornerstone of our values at The Irick Group. We are dedicated to serving both our clients and our community, believing firmly in the principle of doing well by doing good. Our team of advisors within this global financial services powerhouse is devoted to helping individuals build, preserve, and manage their wealth, often acquired suddenly. We take our responsibility seriously, sharing insights and strategies aimed at sustaining wealth across generations.Services:We provide a wide range of resources to support all aspects of your financial life, including: - Banking and Credit: Products provided by Bank of America, N.A., and affiliated banks, Members FDIC. - Investment Management: Tailored strategies to grow and preserve your wealth.
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Alpern Rosenthal: Kimberly P. Griffith, CPA
● OpenAlpern Rosenthal: Kimberly P. Griffith, CPA, located at 339 Sixth Ave, Pittsburgh, PA 15222, is a distinguished local business specializing in accounting and finance services. Under the expert leadership of Kimberly P. Griffith, a Certified Public Accountant (CPA), the firm provides comprehensive financial solutions tailored to meet the unique needs of individuals and businesses alike. Whether you require meticulous bookkeeping, strategic financial planning, tax preparation and consulting, or audit and assurance services, Alpern Rosenthal ensures a personalized approach to help you achieve your financial goals. Renowned for their professionalism, integrity, and client-focused service, Kimberly P. Griffith and her team are committed to delivering exceptional results and fostering long-term financial success for their clients.
339 Sixth Ave, Pittsburgh, PA 15222, United States -
Alpern Rosenthal: James J. Cunningham, CPA
● OpenAlpern Rosenthal: James J. Cunningham, CPA is a distinguished accounting and finance firm located at 339 Sixth Ave, Pittsburgh, PA 15222, United States. This reputable establishment specializes in offering a comprehensive range of financial services designed to meet the diverse needs of individuals and businesses alike. Under the expert guidance of James J. Cunningham, CPA, the firm provides top-notch accounting, tax preparation, financial planning, and advisory services. Clients can expect personalized attention and tailored financial solutions that enhance their financial health and ensure compliance with the latest regulations. Whether you are a small business owner seeking strategic financial advice or an individual in need of meticulous tax preparation, Alpern Rosenthal: James J. Cunningham, CPA is committed to delivering excellence and fostering long-term financial success. Visit their conveniently located office in the heart of Pittsburgh to experience professional service and financial expertise you can trust.
339 Sixth Ave, Pittsburgh, PA 15222, United States -
Alpern Rosenthal: Jay M. Bissell, CPA
● OpenAlpern Rosenthal: Jay M. Bissell, CPA is a reputable accounting and finance firm located at 339 Sixth Avenue in the heart of Pittsburgh, PA. Specializing in a broad range of financial services, Jay M. Bissell, CPA, and his team are dedicated to providing personalized and professional solutions to meet the unique needs of each client. Whether you're an individual seeking tax preparation assistance or a business in need of comprehensive financial planning and auditing, Alpern Rosenthal ensures meticulous attention to detail and a commitment to excellence. Their expertise spans across various industries, promising reliable and strategic financial guidance to help clients achieve their financial goals. Visit Alpern Rosenthal for trusted advice and exceptional service in all your accounting and financial endeavors.
339 Sixth Ave, Pittsburgh, PA 15222, United States -
DeSisto, Jones Schneeberger & Associates
● OpenDeSisto, Jones Schneeberger & Associates is a reputable accounting and finance firm located at 420 Fort Duquesne Blvd #1450, in the heart of Pittsburgh, PA. With a prime location in the bustling business district, the firm is dedicated to providing high-quality financial services to individuals and businesses alike. Specializing in a wide range of accounting and financial solutions, DeSisto, Jones Schneeberger & Associates offers expert services in tax preparation and planning, auditing, financial consulting, and bookkeeping. The experienced team of professionals is committed to delivering personalized strategies tailored to meet the unique needs of each client, ensuring financial clarity and compliance.
420 Fort Duquesne Blvd #1450, Pittsburgh, PA 15222, United States -
Merrill Lynch Private Wealth Advisor Gennaro R DiSilvio
● OpenMerrill Lynch Private Wealth Advisor Gennaro R DiSilvio is dedicated to empowering prosperity and simplifying wealth for a select clientele. Located in the heart of Pittsburgh, PA, our office on the 49th floor of 600 Grant St is a beacon of financial expertise and personalized service. We specialize in transforming complex financial landscapes into seamless, straightforward pathways, ensuring a legacy of stability and growth for individuals, families, business owners, and executives.
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Matson Driscoll & Damico LLP
● OpenMatson Driscoll & Damico LLP, located at 428 Boulevard of the Allies, Pittsburgh, PA 15219, is a distinguished firm specializing in accounting and finance services. Renowned for their expertise and commitment to excellence, they offer a comprehensive range of services tailored to meet the unique needs of each client. Whether you require forensic accounting, litigation support, or financial consulting, the team at Matson Driscoll & Damico LLP combines deep industry knowledge with a personalized approach to deliver accurate and reliable solutions. Their dedication to upholding the highest standards of professionalism and integrity has made them a trusted partner for businesses and individuals alike in the Pittsburgh area and beyond.
428 Boulevard of the Allies, Pittsburgh, PA 15219, United States -
Pocono Bookkeeping & Payroll Services LLC
● OpenWelcome to Pocono Bookkeeping & Payroll Services LLC, your trusted partner in accounting and financial management located in the heart of Bushkill, Pennsylvania. Situated at 1046 Deer Run East, we are dedicated to providing personalized and professional bookkeeping and payroll solutions to businesses and individuals in the Pocono region and beyond. At Pocono Bookkeeping & Payroll Services LLC, we understand the importance of accurate financial management for the success of your business. Our team of experienced professionals is committed to offering tailored services that meet your unique needs, ensuring you have the financial insights necessary to make informed decisions.
1046 Deer Run East, Bushkill, Pennsylvania 18324, United States -
RMZ SERVICES INC.
● OpenWelcome to RMZ Services Inc., your trusted partner for comprehensive accounting and financial services in Milford, Pennsylvania. Conveniently located at 179 Crocus Lane, we are dedicated to helping individuals and businesses achieve financial clarity and success. Our team of experienced professionals offers a wide range of services, including bookkeeping, tax preparation, financial planning, and consulting, tailored to meet your unique needs. At RMZ Services Inc., we pride ourselves on delivering personalized solutions with integrity and precision. Whether you're a small business owner seeking to optimize your financial operations or an individual looking for expert tax advice, we are here to support you every step of the way. Discover peace of mind and financial confidence with RMZ Services Inc.—where your financial well-being is our top priority. Contact us today to schedule a consultation and learn more about how we can assist you.
179 Crocus Lane, Milford, Pennsylvania 18337, United States -
Ellen Burkey - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Ellen Burkey - Financial Advisor, part of Ameriprise Financial Services, LLC, located at 616 Main Street in Honesdale, Pennsylvania. Our mission is to provide personalized financial guidance tailored to meet the unique needs of each client. With an impressive array of certifications and designations, Ellen Burkey is equipped to assist clients in navigating the complexities of financial planning. Ellen holds several prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠. These credentials signify her commitment to ethical practices and her expertise in areas such as asset management, estate planning, retirement strategies, and investment opportunities for individuals and small business owners. Ellen's diverse qualifications also extend to areas like behavioral finance, philanthropy, annuities, and the financial nuances of divorce and estate planning.
616 Main Street, Honesdale, Pennsylvania 18431, United States -
SNL Solutions Inc.
● OpenWelcome to SNL Solutions Inc., your trusted partner in financial success. Conveniently located at 148 Plateau Drive, Lackawaxen, Pennsylvania, we are dedicated to providing top-notch financial services tailored to meet the unique needs of our clients. At SNL Solutions Inc., we understand that navigating the financial landscape can be challenging, which is why our team of experienced professionals is committed to offering personalized strategies and solutions. Whether you're an individual seeking personal financial advice, a small business owner looking for effective financial management, or a corporation in need of comprehensive financial planning, we are here to help. Our services include financial consulting, investment planning, tax preparation, and risk management, all designed to help you achieve your financial goals.
148 Plateau Drive, Lackawaxen, Pennsylvania 18435, United States -
LAS & Associates LLC
● OpenWelcome to LAS & Associates LLC, your trusted partner in financial services located in the heart of Bushkill, Pennsylvania. Situated at 3117 Bluebird Drive, our firm is dedicated to providing comprehensive financial solutions tailored to meet the unique needs of our clients. Specializing in a wide range of financial services, we are committed to helping individuals and businesses achieve their financial goals with confidence and clarity. At LAS & Associates LLC, we pride ourselves on delivering personalized service with a focus on integrity and excellence. Our experienced team is equipped with the knowledge and expertise to assist with financial planning, investment strategies, tax preparation, and more. We understand the complexities of the financial landscape and are here to guide you every step of the way.
3117 Bluebird Drive, Bushkill, Pennsylvania 18324, United States -
Financial Business Solutions LLc
● OpenWelcome to Financial Business Solutions LLC, your trusted partner in navigating the complex world of finance. Conveniently located at 224 Broad Street, Milford, Pennsylvania, we are dedicated to providing personalized and comprehensive financial services to meet the unique needs of individuals and businesses in our community. At Financial Business Solutions LLC, we understand that every financial journey is different. Our team of experienced professionals is committed to delivering tailored solutions that align with your specific goals and circumstances. Whether you are looking for expert advice on investments, retirement planning, tax strategies, or business financial management, we are here to guide you every step of the way.
224 Broad Street, Milford, Pennsylvania 18337, United States -
Truist - ATM
● OpenWelcome to Truist - ATM, conveniently located at 2000 Sullivan Trail, Easton, Pennsylvania 18040, United States. As a trusted financial partner, Truist offers a wide range of services to meet your banking and financial needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or seeking the right loan tailored to your goals, our team is here to assist you. At Truist, we provide a comprehensive suite of financial services through our various affiliates. Our banking products and services, including loans and deposit accounts, are offered by Truist Bank, a proud Member of the FDIC. For those interested in trust and investment management services, we work through Truist Bank and Truist Delaware Trust Company. Our securities, brokerage accounts, and insurance offerings, including annuities, are managed by Truist Investment Services, Inc., a registered broker-dealer with the SEC, and a member of FINRA and SIPC.
2000 Sullivan Trail, Easton, Pennsylvania 18040, United States -
Truist
● OpenWelcome to Truist, your trusted financial partner located at 2000 Sullivan Trail, Easton, Pennsylvania. We are dedicated to serving the Easton community with a comprehensive range of banking and financial services tailored to meet your needs. At Truist, we make it easy for you to explore your financial options. See if you're pre-qualified for a Truist credit card and find the right loan by letting us know your goals. Our banking products and services, including loans and deposit accounts, are provided by Truist Bank, a proud Member FDIC. We also offer trust and investment management services through Truist Bank and Truist Delaware Trust Company.
2000 Sullivan Trail, Easton, Pennsylvania 18040, United States -
BB&T Insurance Services
● OpenWelcome to BB&T Insurance Services, your trusted partner in navigating the complexities of insurance and financial services. Conveniently located at 2000 Sullivan Trail, Easton, Pennsylvania, our agency is committed to providing exceptional service and tailored solutions to meet your individual needs. As a proud affiliate of Truist Financial Corporation, we offer a comprehensive range of services designed to help you achieve your financial goals. Our offerings include banking products such as loans and deposit accounts, expertly managed by Truist Bank, Member FDIC. For those seeking trust and investment management services, Truist Bank and Truist Delaware Trust Company are at your service.
2000 Sullivan Trail, Easton, Pennsylvania 18040, United States -
Joseph D Amore - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Joseph D Amore - Associate Financial Advisor at Ameriprise Financial Services, LLC, located in the heart of New Hope, Pennsylvania. Situated at 6444 Lower York Road, our office is dedicated to providing exceptional financial advisory services tailored to meet your unique needs. Joseph D Amore is committed to guiding you through the complexities of financial planning with professionalism and expertise. As a trusted financial advisor, Joseph holds numerous prestigious certifications, ensuring a broad and deep understanding of various financial disciplines. With the AAMS™ (Accredited Asset Management Specialist™) designation, Joseph adheres to a strict code of ethics and has completed comprehensive coursework that equips him to address real-world asset management challenges. This certification covers critical topics such as asset allocation, investment strategies, estate planning, and more.
6444 Lower York Road, New Hope, Pennsylvania 18938, United States -
Truist
● OpenWelcome to Truist, your trusted partner in banking and financial services located at 94 North Flowers Mill Road, Langhorne, Pennsylvania. As a leading financial institution, we are committed to providing a comprehensive range of services tailored to meet your unique needs. At Truist, you can explore a variety of financial products, from pre-qualifying for a Truist credit card to finding the perfect loan for your goals. Our offerings include banking products and services such as loans and deposit accounts through Truist Bank, a proud Member FDIC. For those interested in trust and investment management, Truist Bank and Truist Delaware Trust Company are here to assist. We also provide securities, brokerage accounts, and insurance services, including annuities, through Truist Investment Services, Inc., a registered broker-dealer and licensed insurance agency.
94 North Flowers Mill Road, Langhorne, Pennsylvania 19047, United States -
Truist - ATM
● OpenWelcome to Truist - ATM located at 950 Newtown Yardley Road, Newtown, Pennsylvania 18940. As part of Truist Financial Corporation, we offer a wide range of financial services to meet your needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or exploring the right loan options, we are here to assist you. Our services include banking products and services, loans, and deposit accounts provided by Truist Bank, a Member FDIC. For those interested in trust and investment management, Truist Bank and Truist Delaware Trust Company are at your service. Our securities, brokerage accounts, and insurance solutions, including annuities, are offered through Truist Investment Services, Inc., an SEC registered broker-dealer and member of FINRA and SIPC. We also provide investment advisory services through Truist Advisory Services, Inc. and GFO Advisory Services, LLC.
950 Newtown Yardley Road, Newtown, Pennsylvania 18940, United States -
Truist
● OpenWelcome to Truist, your trusted financial partner located at 950 Newtown Bypass, Newtown, Pennsylvania 18940. As a leading bank and finance institution, Truist offers a comprehensive range of financial services tailored to meet your needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or seeking the right loan, Truist is here to help. Our banking products and services, including loans and deposit accounts, are provided by Truist Bank, a proud Member of the FDIC. We also offer trust and investment management services through Truist Bank and Truist Delaware Trust Company. For those interested in securities, brokerage accounts, or insurance, Truist Investment Services, Inc. offers these services as a SEC registered broker-dealer and licensed insurance agency. Additionally, investment advisory services are available through Truist Advisory Services, Inc. and GFO Advisory Services, LLC, both SEC registered investment advisers.
950 Newtown Bypass, Newtown, Pennsylvania 18940, United States -
Truist
● OpenWelcome to Truist, your trusted partner in banking and finance, conveniently located at 180 Old York Road, Jenkintown, Pennsylvania. At Truist, we strive to provide comprehensive financial solutions tailored to meet your unique needs. Whether you're looking to explore pre-qualification for a Truist credit card or seeking the right loan, our team is here to assist you every step of the way. As a member of Truist Financial Corporation, our services are backed by a network of affiliates offering a wide range of financial products. Truist Bank, a Member FDIC, provides a variety of banking products and services, including loans and deposit accounts. Our trust and investment management services are expertly handled by Truist Bank and Truist Delaware Trust Company.
180 Old York Road, Jenkintown, Pennsylvania 19046, United States -
Truist
● OpenWelcome to Truist, your trusted partner in banking and financial services, conveniently located at 2330 East York Street, Philadelphia, Pennsylvania. At Truist, we are committed to helping you achieve your financial goals through a comprehensive range of services tailored to meet your needs. Discover the possibilities with our diverse offerings, including banking products, loans, and deposit accounts provided by Truist Bank, a proud Member of the FDIC. Whether you're looking to see if you're pre-qualified for a Truist credit card or interested in finding the right loan, our experienced team is here to guide you every step of the way.
2330 East York Street, Philadelphia, Pennsylvania 19125, United States -
WILLIAM S. VALENTINE
● OpenWelcome to William S. Valentine - Your Trusted Financial Partner in Jenkintown, PA Located at 165 Township Line Road, Jenkintown, Pennsylvania, William S. Valentine is your local expert in comprehensive financial planning and investment strategy. As a distinguished Oppenheimer Financial Professional, William S. Valentine is dedicated to aligning each client's unique goals, values, and needs with tailored investment and insurance strategies.
165 Township Line Road, Jenkintown, Pennsylvania 19046, United States -
Janice White
● OpenWelcome to Janice White, your trusted partner in wealth management located at 165 Township Line Road, Jenkintown, Pennsylvania. Specializing in finance, we are dedicated to helping you achieve your financial goals through comprehensive strategies and personalized advice tailored to your unique needs. Our team is proud to serve small business owners, families, and high-net-worth individuals with a commitment to excellence recognized by prestigious accolades such as the Five Star award and the 2021 & 2022 Best in State Wealth Advisor by Forbes Shook Research. At Janice White, we believe in a collaborative approach that leverages diverse perspectives and decades of industry experience. This allows us to provide holistic advice that helps clients navigate the complexities of managing their assets. Our commitment to transparency ensures that you understand how we are compensated, aligning our success with yours for long-term prosperity.
165 Township Line Road, Jenkintown, Pennsylvania 19046, United States -
Michelle Dydak
● OpenWelcome to Michelle Dydak - Your Trusted Wealth Management Partner in Jenkintown, PA Located at 165 Township Line Road, Jenkintown, Pennsylvania, Michelle Dydak is a premier wealth management team dedicated to helping you achieve your financial goals. Specializing in providing comprehensive financial and investment advice, we primarily serve small business owners, families, and high net worth individuals.
165 Township Line Road, Jenkintown, Pennsylvania 19046, United States -
Robert J. Daries
● OpenWelcome to Robert J. Daries, located at 165 Township Line Road, Jenkintown, Pennsylvania 19046. We are proud to be part of DHM Wealth Management, a dedicated team of veteran financial advisors committed to providing exceptional long-term financial guidance tailored to the unique needs of individuals, families, businesses, and their interests. At DHM Wealth Management, we believe in a personalized approach, starting with listening to you. In today's fast-paced, technology-driven world, we understand the importance of personal interaction and empathy. By putting ourselves in your shoes, we gain a comprehensive understanding of the complexities you face, your financial goals, and your legacy aspirations.
165 Township Line Road, Jenkintown, Pennsylvania 19046, United States
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