Tax efficient planning in Pennsylvania

About the Business:

Cherin Law Offices, PC, located in the heart of downtown Pittsburgh, is a premier legal firm specializing in comprehensive corporate law services. With a focus on providing solutions from start-up to exit and everything in between, Cherin Law Offices is dedicated to helping businesses navigate the complexities of corporate transactions, mergers, acquisitions, and legal challenges.

Michael Krisuk is a highly accomplished financial advisor affiliated with Ameriprise Financial Services, LLC, located in Hermitage, Pennsylvania. As an Ameriprise Platinum Financial Services® Advisor, Michael offers a wealth of knowledge and expertise to help clients navigate their financial journeys. He holds several prestigious certifications that reflect his dedication to providing comprehensive and ethical financial advice.

About the Business:

Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC Located at 313 N Market St, New Wilmington, PA 16142, Victoria Whelan serves as an Associate Financial Advisor at Ameriprise Financial Services, LLC. Specializing in a wide range of financial services, Victoria is dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies.

Victoria Whelan is an esteemed Associate Financial Advisor affiliated with Ameriprise Financial Services, LLC. Located in the heart of New Wilmington, PA, Victoria offers a comprehensive suite of financial advisory services designed to address the unique needs of individuals and small business owners. Her expertise spans a wide range of financial planning and investment strategies, backed by several prestigious certifications and designations.Certifications and Expertise:1. Accredited Asset Management Specialist℠ (AAMS™): - Victoria adheres to a strict code of ethics and has successfully completed coursework focused on applying investment concepts to real-world scenarios, including asset allocation, estate planning, and insurance products.2. Accredited Domestic Partnership Advisor™ (ADPA™): - Specializes in wealth transfers, federal taxation, retirement planning, and end-of-life financial needs for domestic partners. Victoria has passed a rigorous examination that evaluates her ability to synthesize complex financial concepts.3. Accredited Estate Planner® (AEP®):

Welcome to Hub Finance Co, your trusted partner in financial services located in the heart of Rochester, Pennsylvania. Situated conveniently at 426 Adams St #4, our firm is dedicated to providing exceptional financial solutions tailored to meet the diverse needs of our clients.

Baird Private Wealth Management, located at 12570 Perry Hwy Suite 100, Wexford, PA 15090, is a premier financial services firm dedicated to helping clients achieve their financial goals. Specializing in personalized wealth management strategies, Baird offers a comprehensive range of services including investment management, retirement planning, estate planning, and tax optimization. With a team of experienced financial advisors, Baird is committed to providing tailored advice and solutions that align with each client's unique financial situation and aspirations. Known for their client-centric approach and deep industry expertise, Baird Private Wealth Management strives to build long-term relationships based on trust, transparency, and outstanding service. Whether you are looking to grow your wealth, preserve your assets, or plan for the future, Baird is your trusted partner in navigating the complexities of financial planning.

Beth Foyle - Financial Advisor, Ameriprise Financial Services, LLC, is a distinguished financial advisory business located at 1704 W 26th St, Erie, PA 16508, United States. This business specializes in providing expert financial guidance and services tailored to meet the diverse needs of individuals, retirees, and small business owners. Beth Foyle is renowned for holding multiple prestigious certifications, each reflecting a deep commitment to ethical standards and excellence in financial advisory services. Beth Foyle is not only an expert in asset management and estate planning but also possesses specialized knowledge in investment strategies, retirement planning, and wealth transfer. With certifications such as the AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠, Beth demonstrates a comprehensive understanding of asset allocation, investment opportunities, and fiduciary practices. These credentials ensure that clients receive guidance that is both informed and forward-thinking.

Frank Mindicino - Financial Advisor, Ameriprise Financial Services, LLC, is a distinguished financial advisory practice located at 54 Buhl Blvd, Sharon, PA 16146, United States. As a reputable entity in the finance industry, Frank Mindicino offers a comprehensive suite of financial planning and advisory services, tailored to meet the diverse needs of individuals, retirees, small business owners, and domestic partners. Frank Mindicino holds multiple prestigious certifications and designations that underscore his expertise and commitment to providing high-quality financial advice. These include the Accredited Asset Management Specialist™ (AAMS™), which requires rigorous coursework and adherence to a code of ethics, focusing on real-world asset management and investment strategies. The Accredited Domestic Partnership Advisor™ (ADPA™) certification highlights his proficiency in wealth transfers, federal taxation, and planning for financial and end-of-life needs for domestic partners.

Brian L Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC, is a distinguished financial advisory business located at 3438 PA-208 Ste 2, New Wilmington, PA 16142, United States. Specializing in a wide array of financial services, Brian L Taylor offers expert guidance tailored to meet the unique needs of individuals, retirees, and small business owners. With a strong commitment to ethical practices and continuing education, Brian L Taylor holds multiple certifications that underscore his expertise in various financial domains. The AAMS™ certification signifies proficiency in asset management, investment strategies, and estate planning, ensuring clients receive informed advice on asset allocation and investment opportunities. As an Accredited Domestic Partnership Advisor™ (ADPA™), Brian is well-versed in wealth transfers, federal taxation, and financial planning for domestic partners, addressing complex financial and medical needs.

Service Wealth Management is a premier financial services firm located at 4020 PA-130 in Irwin, Pennsylvania. Specializing in comprehensive wealth management solutions, this trusted local business is dedicated to helping individuals and families achieve their financial goals. With a commitment to personalized service, Service Wealth Management offers a range of services including financial planning, investment management, retirement planning, and tax strategies. Their team of experienced financial advisors takes the time to understand each client's unique needs and objectives, crafting tailored strategies to ensure financial security and growth. Whether you're planning for retirement, managing investments, or seeking guidance on tax-efficient strategies, Service Wealth Management provides expert advice and support every step of the way. Visit them in Irwin, PA, to experience their commitment to excellence and personalized financial care.

Welcome to Worthington Group Ltd, your trusted partner for all your business needs in Tafton, Pennsylvania. Conveniently located at 566 Pennsylvania 390, Tafton, PA 18464, our company is dedicated to providing exceptional services and solutions tailored to meet the unique demands of our clients. With a commitment to excellence, Worthington Group Ltd specializes in a wide range of services that cater to both individual and corporate clients. Our team of experienced professionals is here to ensure that you receive personalized attention and expert advice, helping you achieve your goals with efficiency and ease. Discover the difference with Worthington Group Ltd, where quality and customer satisfaction are our top priorities. Visit us today and let us help you succeed.

Holdren Notary Service is a trusted financial service provider located at 167 Circle Dr, Coal Township, PA 17866, United States. Specializing in notarial services, this local business is dedicated to offering reliable and efficient solutions for all your document authentication needs. Whether you require notarization for legal, real estate, or personal documents, Holdren Notary Service ensures a seamless and professional experience. With a commitment to accuracy and customer satisfaction, the team at Holdren Notary Service is equipped to handle a wide range of notarial tasks, providing peace of mind and convenience for clients in the Coal Township area.

MJ Revenue Consulting is a premier financial consulting firm located at 904 Chartiers St, Washington, PA 15301, United States. Specializing in revenue optimization and financial strategy, MJ Revenue Consulting is dedicated to helping businesses of all sizes enhance their financial performance and achieve sustainable growth. With a team of experienced consultants, the firm offers a range of services including financial planning, revenue analysis, and strategic advice tailored to meet the unique needs of each client. Known for their personalized approach and commitment to excellence, MJ Revenue Consulting is a trusted partner for businesses seeking to maximize their financial potential and navigate the complexities of today's economic landscape. Whether you're a small business owner or a large corporation, MJ Revenue Consulting provides the expertise and insights necessary to drive success and ensure long-term profitability.

Shred Nations, located at 4017 Washington Rd, McMurray, PA 15317, is your trusted partner for secure and efficient document destruction services. As a hub for connecting clients with a network of professional shredding providers, Shred Nations offers a variety of solutions to meet your shredding needs, whether personal or business-related. Drop-off shredding is an ideal, cost-effective solution for small-scale projects involving 90 lbs or less of paper. You can conveniently drop off your documents at The UPS Store in McMurray, where they will be securely stored until shredding. This option is perfect for decluttering your workspace and protecting sensitive information without breaking the bank. However, it’s important to note that drop-off services do not include a certificate of destruction and are not suitable for hard drives or electronic devices.

Pennsylvania Equity Resources, Inc.-Hermitage is a reputable finance company located at 500 Market St #204B, Beaver, PA 15009, United States. Specializing in providing a wide range of financial services, the firm is dedicated to helping individuals and businesses achieve their financial goals. With a strong emphasis on client satisfaction, Pennsylvania Equity Resources, Inc.-Hermitage offers expert advice and tailored solutions in areas such as investment management, financial planning, and wealth preservation. The knowledgeable and professional team is committed to delivering personalized service to each client, ensuring that their financial needs are met with precision and care. Whether you are looking to invest, save, or plan for the future, Pennsylvania Equity Resources, Inc.-Hermitage is your trusted partner in financial success.

The Erie City Treasurer, located at 626 State St, Erie, PA 16501, serves as a pivotal institution within the community, specializing in accounting, finance, and local government operations. This office is dedicated to the efficient management of the city's financial resources, ensuring transparency and accountability in all fiscal matters. The Erie City Treasurer is responsible for the collection of taxes, fees, and other revenues, as well as the disbursement of city funds in accordance with municipal regulations and policies. By providing essential financial services and support, this office plays a crucial role in maintaining the fiscal health and stability of Erie, PA. Whether you are a resident, business owner, or government entity, the Erie City Treasurer is committed to offering professional and responsive service to meet your financial and administrative needs.

Principal Financial Group, located in the heart of Pittsburgh at the Federated Tower, is your trusted partner in navigating the complexities of finance and insurance. Our mission is to help you protect what matters most, ensuring that your loved ones and your financial future are secure no matter what life throws your way.Services: - Insurance Protection: Safeguard your life and wages to ensure your loved ones can continue thriving even during uncertain times. - Investment Guidance: Feel confident about your investments with tailored advice that aligns with your long-term goals, whether it's retirement, education, or other significant milestones.

Shred Nations - Your Trusted Partner for Secure Document Destruction in Aliquippa, PA Located at 841 23rd St, Aliquippa, PA 15001, Shred Nations is your go-to solution for secure and efficient paper shredding services. Whether you are a small business, a large corporation, or an individual looking to dispose of sensitive documents securely, Shred Nations offers a variety of shredding options tailored to meet your needs.

Decision Associates is a premier local business consultancy located at 153 E 13th St, Suite 1400b, Erie, PA 16503, United States. Specializing in strategic planning, organizational development, and performance improvement, Decision Associates is dedicated to helping businesses of all sizes achieve their goals and maximize their potential. With a team of experienced professionals, the firm offers tailored solutions that address the unique challenges and opportunities faced by each client. Whether you need assistance with leadership development, market expansion, or operational efficiency, Decision Associates provides the expertise and guidance necessary to drive success and foster sustainable growth. Visit us at our Erie office to learn how we can support your business on its path to excellence.

Plum Notary is a trusted and reliable finance service provider located at 4500 New Texas Rd, Plum, PA 15239, United States. Specializing in notary services, Plum Notary is dedicated to assisting the local community with a wide range of document certification needs. Whether you require notarization for legal documents, real estate transactions, affidavits, or other official paperwork, Plum Notary ensures a seamless and efficient process. Our knowledgeable and professional staff are committed to delivering exceptional customer service, making sure each client's experience is straightforward and stress-free. Visit Plum Notary for all your notary needs and experience the convenience and peace of mind that comes with working with true professionals.

Antonio Aiello is a highly qualified Private Wealth Advisor operating under Ameriprise Financial Services, LLC, located in Sewickley, PA. With a robust portfolio of certifications and specializations, Antonio brings a wealth of knowledge and expertise in financial planning, asset management, and investment strategies tailored to meet the unique needs of each client.

TaxRiot.com is a reputable local business located at 107 S McDonald St, McDonald, PA 15057, United States. Specializing in comprehensive tax services, TaxRiot.com offers a wide range of solutions to meet the diverse financial needs of individuals and businesses in the community. Whether you require assistance with tax preparation, planning, or resolution, their team of experienced professionals is dedicated to providing personalized and efficient service. Known for their attention to detail and commitment to client satisfaction, TaxRiot.com is your trusted partner for navigating the complexities of the tax system. Visit them today to experience exceptional service and expert financial guidance.

Shred Nations is your trusted partner for secure, efficient, and professional document destruction services in Pittsburgh, PA. Conveniently located at 1525 Park Manor Blvd, we specialize in matching you with the best paper shredding providers to meet your specific needs, whether you are a small business, large corporation, or individual.

Tammy's Notary Services, located at 71 Garrison Rd, Millerton, PA 16936, is a trusted local business specializing in comprehensive notary and financial services. With a commitment to precision and professionalism, Tammy's Notary Services offers a wide range of essential services including document notarization, title transfers, and more. Whether you need assistance with legal documents, real estate transactions, or other official paperwork, Tammy's Notary Services ensures a smooth and efficient process. Their knowledgeable staff is dedicated to providing personalized service to meet the unique needs of each client. Conveniently located in Millerton, PA, Tammy's Notary Services is the go-to resource for reliable and accurate notary services in the community.

ADP Coraopolis, located at 1000 GSK Dr Suite 100, Coraopolis, PA 15108, is a distinguished finance business renowned for its comprehensive payroll and human resources solutions. As part of the globally recognized ADP network, this office specializes in providing a wide array of financial and administrative services tailored to meet the needs of businesses of all sizes. Whether you are a small startup or a large corporation, ADP Coraopolis offers expertise in payroll processing, tax compliance, benefits administration, and workforce management. The dedicated team at this location is committed to delivering exceptional customer service and innovative solutions that help streamline operations, ensure compliance, and enhance overall business efficiency. With a strong focus on leveraging cutting-edge technology and industry best practices, ADP Coraopolis stands as a trusted partner for businesses seeking to optimize their financial and human resource functions.

Erie Finance Director is a dedicated local government office located at 626 State St, Erie, PA 16501, United States. As an essential part of the municipal structure, this office is responsible for the effective financial management of the city of Erie. The Erie Finance Director oversees budgeting, financial reporting, revenue collection, and expenditure management to ensure fiscal responsibility and transparency. Committed to serving the community, the office works diligently to allocate resources efficiently, support city operations, and contribute to the economic stability and growth of Erie. Whether you're a resident, business owner, or city employee, the Erie Finance Director's office is your go-to resource for financial governance and public fiscal information.

Markman Capital Partners is a distinguished financial services firm located at 510 1/2 Beaver St, Sewickley, PA 15143, United States. Specializing in comprehensive wealth management and investment strategies, Markman Capital Partners is dedicated to helping clients achieve their financial goals. With a commitment to personalized service and a deep understanding of market dynamics, the firm offers expert advice in portfolio management, retirement planning, and risk assessment. Whether you are an individual investor or a business seeking financial guidance, Markman Capital Partners provides tailored solutions designed to secure your financial future. Visit us in the heart of Sewickley to experience our professional and client-focused approach to finance.

Huntington Private Bank® is a distinguished financial institution dedicated to providing a comprehensive range of wealth and financial services. Located at 310 Grant Street in the heart of Pittsburgh, PA, our team is committed to delivering personalized and premium financial solutions to meet the unique needs of our clients. Our Team and Services: