Tax planning for individuals in Greensburg, PA
25 results found
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Herbein + Company, Inc. - Greensburg, PA
● ClosedHerbein Company, Inc. in Greensburg, PA is a reputable accounting and finance institution located at 530 Pellis Road. With a strong presence in the Pennsylvania region, they offer a wide range of financial services to individuals and businesses alike. Their team of experienced professionals is dedicated to providing top-notch financial advice and assistance to help clients achieve their financial goals. Whether you need help with tax preparation, auditing, or financial planning, Herbein Company, Inc. is the go-to institution for all your accounting and finance needs in Greensburg.
530 Pellis Rd # 7000, Greensburg, PA 15601, United States -
A&B Accounting and Tax Services LLC
● ClosedA&B Accounting and Tax Services LLC is a professional accounting and finance institution located at 126 Mathews Street in Greensburg, Pennsylvania, United States. With a team of experienced and knowledgeable accountants and tax professionals, we offer a wide range of services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, payroll services, or financial planning, we are here to help you navigate the complexities of accounting and finance. Trust A&B Accounting and Tax Services LLC to provide you with reliable and accurate financial solutions tailored to your specific needs.
126 Mathews St #2400, Greensburg, PA 15601, United States -
LAW CARE: David A. Colecchia and Associates
● ClosedLAW CARE: David A. Colecchia and Associates is a reputable law firm located at 324 South Maple Avenue in Greensburg, Pennsylvania. Specializing in various areas of law, including personal injury, criminal defense, family law, and estate planning, the experienced attorneys at this institution are dedicated to providing top-notch legal services to their clients. With a commitment to professionalism, integrity, and personalized attention, LAW CARE: David A. Colecchia and Associates is a trusted choice for individuals seeking expert legal representation in Greensburg and the surrounding areas.
324 S Maple Ave, Greensburg, PA 15601, United States -
L. Christian DeDiana, Attorney at Law
● ClosedL. Christian DeDiana, Attorney at Law is a reputable legal institution located at 533 Rugh Street in Greensburg, Pennsylvania, United States. Specializing in providing expert legal services, Mr. DeDiana offers professional representation and guidance in various areas of law. With a commitment to serving clients with integrity and dedication, L. Christian DeDiana, Attorney at Law is a trusted choice for individuals seeking legal counsel in Greensburg and the surrounding areas.
5615, 533 Rugh St #3, Greensburg, PA 15601, United States -
John A Cochran, Esquire
● ClosedJohn A. Cochran, Esquire is a law firm located at 140 South Main Street in Greensburg, Pennsylvania, specializing in accounting, finance, and legal services. Led by John A. Cochran, a Certified Public Accountant and Attorney at Law, the firm focuses on IRS tax audits, tax issues, and estate planning for clients in Greensburg and Pittsburgh. The firm offers a wide range of services, including tax return preparation, estate document drafting, trust creation, and probate administration. With a goal of achieving the best possible outcome for each client in a cost-effective and timely manner, John A. Cochran provides expert representation in tax controversies, audits, and other legal matters.
140 S Main St #301, Greensburg, PA 15601, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable financial institution located at 938 Saint Clair Way in Greensburg, Pennsylvania, United States. With a strong presence in the finance industry, Northwestern Mutual offers a range of financial services including insurance, investments, and wealth management. Known for their commitment to helping clients achieve financial security and success, Northwestern Mutual is a trusted partner for individuals and businesses alike. Their experienced team of financial advisors provide personalized solutions to meet the unique needs and goals of each client. Visit Northwestern Mutual in Greensburg to start planning for a secure financial future.
938 St Clair Way, Greensburg, PA 15601, United States -
Horner Wible & Terek PC
● ClosedHorner Wible & Terek PC is a reputable accounting and finance institution located at 500 Rugh Street in Greensburg, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, financial planning, and more. Their commitment to excellence and client satisfaction sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit Horner Wible & Terek PC for all your accounting and finance needs.
500 Rugh St, Greensburg, PA 15601, United States -
The Henry Group - Ameriprise Financial Services, LLC
● ClosedThe Henry Group - Ameriprise Financial Services, LLC is a finance institution located at 232 West Otterman Street in Greensburg, Pennsylvania, United States. As a recipient of the Ameriprise Client Experience Award in 2023, we offer complimentary initial consultations to assist with your financial goals, whether it be retirement planning, education savings, or other major purchases. Our experienced team provides investment recommendations tailored to your individual goals and risk tolerance, and we regularly review and update your financial approach as needed. You can easily track your progress towards your goals and access your accounts securely from any device. We are proud to have received recognition for our dedication to providing a great client experience. Contact us to schedule a consultation and learn more about how we can help you achieve your financial goals. Please note that Ameriprise financial advisors are registered to do business in specific U.S. states, and all users of our website are bound by our terms and regulations.
232 W Otterman St, Greensburg, PA 15601, United States -
CAPTRUST
● ClosedCAPTRUST, located at 542 Rugh Street in Greensburg, Pennsylvania, is a finance institution that provides wealth management services to high-net-worth individuals, business owners, and families. Additionally, they offer investment advisory services to endowments and foundations of nonprofits. Their advisors in Greensburg specialize in committee education, donor development, OCIO services, performance reporting, and investment management for nonprofit clients. Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or other financial services, the CAPTRUST team is ready to assist. They also support employer organizations with fiduciary partnerships, plan design optimization, financial wellness programs, and more. With a centralized model and resources across the country, CAPTRUST offers a wide selection of advisory services to address unique challenges. Connect with a local CAPTRUST advisor to start investing in your financial success. Stay informed with market insights, financial planning strategies, and upcoming webinars on industry topics like hospitals, healthcare systems, law firms, and nonprofit volatility. Nonprofits are increasingly exploring alternatives and seeking help from institutions like CAPTRUST.
542 Rugh St Suite 1000, Greensburg, PA 15601, United States -
Wealth Enhancement Group
● ClosedWealth Enhancement Group is a finance institution located at 132 South Main Street in Greensburg, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are here to provide personalized guidance and support. With a focus on wealth management and financial planning, Wealth Enhancement Group is committed to helping our clients build and preserve their wealth for the future.
132 S Main St Suite 300, Greensburg, PA 15601, United States -
PWA Wealth Management
● ClosedPWA Wealth Management, located at 542 Rugh Street in Greensburg, Pennsylvania, is a finance institution that offers comprehensive wealth management and investment advisory services to clients of all types. Our Pittsburgh financial advisors provide services such as committee education, donor development, OCIO services, performance reporting, and investment management to nonprofit clients. Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or other financial services, our advisors are ready to assist you. We support employer organizations through services such as 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, and financial wellness programs. Our financial advisors utilize a centralized model and a deep bench of resources to provide a top-notch experience for every client. With a commitment to developing and strengthening client relationships, our team at PWA Wealth Management prioritizes your needs above all else.
542 Rugh St, Greensburg, PA 15601, United States -
Merrill Lynch Financial Advisor Ryan M. Purvis
● ClosedMerrill Lynch Financial Advisor Ryan M. Purvis is a reputable finance institution located at 1225 South Main Street in Greensburg, Pennsylvania, United States. With a strong focus on providing personalized financial advice and services, Ryan M. Purvis and his team are dedicated to helping clients achieve their financial goals and secure their financial future. From investment planning to retirement strategies, Merrill Lynch Financial Advisor Ryan M. Purvis offers comprehensive financial solutions tailored to each client's unique needs and objectives. Trusted by individuals and businesses alike, this institution is known for its expertise, professionalism, and commitment to excellence in the world of finance.
1225 S Main St Suite 401, Greensburg, PA 15601, United States -
Baird Private Wealth Management
● ClosedBaird Private Wealth Management is a leading finance institution located at 540 Pellis Road in Greensburg, Pennsylvania, United States. With a focus on providing personalized wealth management services, Baird offers tailored solutions to help clients achieve their financial goals. From investment planning to estate planning, Baird's team of experienced professionals work closely with clients to develop comprehensive strategies that align with their unique needs and objectives. With a commitment to excellence and a reputation for integrity, Baird Private Wealth Management is dedicated to helping clients secure their financial future.
540 Pellis Rd #1000, Greensburg, PA 15601, United States -
Roy & Associates, PC
● ClosedRoy & Associates, PC is a reputable accounting and finance institution located at 433 Frye Farm Road in Greensburg, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, Roy & Associates, PC is dedicated to providing top-notch service and personalized solutions to meet your needs. Trustworthy, reliable, and committed to excellence, they are the go-to institution for all your accounting and finance needs.
433 Frye Farm Rd, Greensburg, PA 15601, United States -
PWR Planners
● ClosedPWR Planners is a renowned institution located at 200 Brush Run Road in Greensburg, Pennsylvania, United States. With a team of experienced and dedicated professionals, PWR Planners specializes in providing comprehensive planning services for individuals, businesses, and organizations. From financial planning to investment management, retirement planning to estate planning, PWR Planners is committed to helping clients achieve their financial goals and secure their future. With a focus on personalized service and tailored solutions, PWR Planners is a trusted partner in financial planning.
200 Brush Run Rd Suite A, Greensburg, PA 15601, United States -
The Gordon/Riblett Group - Morgan Stanley
● OpenThe Gordon/Riblett Group at Morgan Stanley is a leading financial institution located at 520 Pellis Road in Greensburg, Pennsylvania. With a commitment to providing top-notch financial services, our team of experts offers personalized investment strategies tailored to meet the unique needs of our clients. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our experienced professionals are dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and see how we can help you secure your financial future.
520 Pellis Rd, Greensburg, PA 15601, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 1225 South Main Street in Greensburg, Pennsylvania, United States, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the branch provides financial strategies tailored to each client's unique goals and challenges. Beyond wealth planning, advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. Committed to client service and satisfaction, the advisors at Merrill Lynch Wealth Management work closely with clients to understand their personal and professional goals, as well as lifestyle and multi-generational issues. By leveraging industry analysts and specialists, advisors create financial strategies designed to meet each client's long-term objectives. The branch also actively participates in volunteerism and charitable outreach to support the communities in which they operate.
1225 S Main St Suite 401, Greensburg, PA 15601, United States -
Derek P. Herrington - Morgan Stanley
● OpenDerek P. Herrington - Morgan Stanley is a finance institution located at 520 Pellis Road in Greensburg, Pennsylvania, United States. As a branch of the renowned Morgan Stanley firm, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized advice and solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Derek P. Herrington - Morgan Stanley is here to help you navigate the complexities of the financial world.
520 Pellis Rd, Greensburg, PA 15601, United States -
Kirk Perry - Thrivent
● ClosedKirk Perry - Thrivent is a finance institution located at 161 East Otterman Street in Greensburg, Pennsylvania, United States. Licensing for the institution is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent provides advice and guidance through its Financial Planning Framework, which involves a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
161 E Otterman St Ste 3, Greensburg, PA 15601, United States -
Wells Fargo Advisors
● ClosedWells Fargo Advisors is a leading financial institution located at 530 Pellis Road in Greensburg, Pennsylvania, United States. As a trusted name in finance, Wells Fargo Advisors offers a wide range of investment and wealth management services to help individuals and businesses achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, Wells Fargo Advisors is dedicated to providing clients with the guidance and support they need to make informed financial decisions. Whether you are planning for retirement, saving for college, or growing your wealth, Wells Fargo Advisors can help you navigate the complexities of the financial markets and create a customized strategy tailored to your unique needs.
530 Pellis Rd Suite 5000, Greensburg, PA 15601, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 6207 U.S. 30 in Greensburg, Pennsylvania, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for help with your personal taxes or a business in need of comprehensive financial solutions, H&R Block is dedicated to providing expert advice and top-notch service to meet your needs. Visit us today to see how we can help you achieve your financial goals.
6207 US-30 #1010, Greensburg, PA 15601, United States -
H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 414 East Pittsburgh Street in Greensburg, Pennsylvania, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and small business consulting. Whether you are an individual looking for help with your personal taxes or a business owner in need of financial guidance, H&R Block is dedicated to providing expert advice and solutions to meet your needs. Visit their office in Greensburg today to learn more about how they can help you with your accounting and finance needs.
414 E Pittsburgh St Ste 104, Greensburg, PA 15601, United States -
Wagner William C CPA
● OpenWagner William C CPA is a reputable accounting and finance institution located at 77 Greensburg Street in Delmont, Pennsylvania, United States. With years of experience and expertise in the field, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. Their team of certified public accountants is dedicated to providing top-notch service and personalized solutions to meet their clients' needs. Whether you are looking for help with your taxes or need assistance with financial planning, Wagner William C CPA is the go-to institution for all your accounting and finance needs.
77 Greensburg St, Delmont, PA 15626, United States -
Remaley Steven L CPA
● OpenRemaley Steven L CPA is a trusted accounting and finance institution located at 433 Frye Farm Road in Greensburg, Pennsylvania, United States. With years of experience and expertise in the field, Steven L Remaley and his team provide top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, Remaley Steven L CPA is here to assist you every step of the way. Trustworthy, reliable, and dedicated to client satisfaction, this institution is your go-to destination for all your accounting and finance needs.
433 Frye Farm Rd #7, Greensburg, PA 15601, United States -
Boschini Miller & Associates
● ClosedBoschini Miller & Associates is a leading accounting and finance firm located at 525 Rugh Street in Greensburg, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for personal financial assistance or a business in need of accounting support, Boschini Miller & Associates is dedicated to providing top-notch service and expertise to help you achieve your financial goals.
525 Rugh St, Greensburg, PA 15601, United States
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