Tax strategies for investments in McCandless, Pennsylvania

Vince Kremer - Thrivent is a finance institution located at 1736 Ferguson Road in McCandless, Pennsylvania, United States. Specializing in retirement strategies to help clients reach their goals and live their values, the institution is licensed in multiple states including AL, AZ, CA, FL, GA, MD, MI, NC, NJ, NY, OH, and VA. The main office is situated on the northwest corner of 12th & Powell in Erie, PA, with additional offices in Allison Park and Greensburg. Thrivent is known for its commitment to giving back through volunteer activities. The institution offers financial planning services, investment advisory services, and insurance products through licensed professionals. Thrivent does not provide legal, accounting, or tax advice, and encourages clients to consult with their own professionals in these areas. Visit their website for more information on their services and financial advisors.

Todd Financial Associates is a finance institution located at 1736 Ferguson Road in McCandless, Pennsylvania, United States. With a focus on providing smart solutions and precise advice, our team of experts works diligently to understand the unique needs of each client. Whether you are a seasoned investor, a family, a small business, a retiree, or someone planning for the future, we are here to help. Our Director of Dedicated Planning and Investment Operations can assist you in aligning your financial plan with your goals. From retirement planning to life insurance and disability income insurance, we offer a range of services tailored to your individual needs. As part of the Thrivent network, we believe in using money as a tool to help you achieve your financial goals and live a more meaningful life.

Heath Kaydo - Thrivent is a finance institution located at 1736 Ferguson Road, McCandless, Pennsylvania, United States. Our team of experts works diligently to understand the unique needs of each client, providing smart solutions and precise advice with a high level of service and integrity. We cater to experienced and inexperienced investors, families, small businesses, retirees, and individuals looking to plan for their future. Our Director of Dedicated Planning and Investment Operations can help align your financial plan with your goals, whether it's retirement planning, life insurance, disability income insurance, or other financial needs.

Steven Hill - Thrivent is a finance institution located at 1736 Ferguson Road, McCandless, Pennsylvania, United States. With a focus on understanding clients' needs and providing tailored solutions, our team of experts works with individuals and businesses to plan for their financial future. Whether you are looking to retire, protect your assets with life insurance, or secure your income with disability insurance, we are here to help. As part of Thrivent, a Fortune 500 company with a long history of financial strength, we offer a range of services including financial advice, investments, insurance, banking, and generosity programs. Membership with Thrivent provides access to tools and resources to help you give back and live a more meaningful life. Join us for workshops on savvy tax strategies and financial planning to make the most of your investments. Thrivent does not provide legal, accounting, or tax advice, but our team of professionals is dedicated to helping you achieve your financial goals. For more information on our services and professional designations, visit our website.

Mark Kuehn - Thrivent is a finance institution located at 1736 Ferguson Road in McCandless, Pennsylvania, United States. They are licensed in multiple states including FL, MI, NC, OH, PA, SC, VA, and WI. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for further planning engagement through Dedicated Planning Services for a fee. They do not provide legal, accounting, or tax advice and recommend consulting with your attorney or tax professional. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and securities through Thrivent Investment Management Inc. Visit their website for more information on their services and financial advisors.

Merrill Lynch Bank of America Corporation, situated in McCandless, Pennsylvania, offers a comprehensive suite of financial services tailored to meet your unique needs. As a combined entity of Merrill and Bank of America, we provide access to a wide spectrum of investment solutions and banking products.Services Offered:- Investment Solutions: Benefit from an extensive range of investment opportunities managed by Merrill to help you achieve your financial goals. - Banking Products: Take advantage of diverse banking products from Bank of America for your everyday financial needs. - Market Insights: Stay informed with timely insights on market trends, the global economy, inflation, interest rates, and volatility from our Chief Investment Office. - Personalized Financial Planning: Work with your dedicated advisor to create a tailored financial plan that aligns with your long-term goals.

Lawrence D Brudy & Associates, Inc. is a reputable local business based in Ingomar, Pennsylvania, 15127, United States. Specializing in comprehensive financial planning and investment advisory services, the firm is dedicated to helping clients achieve their financial goals through personalized and strategic guidance. With a team of experienced professionals, Lawrence D Brudy & Associates, Inc. offers a wide range of services including retirement planning, wealth management, estate planning, and tax strategies. Known for their client-focused approach, they prioritize building long-term relationships and providing tailored solutions to meet the unique needs of each individual and family they serve. Whether you're looking to secure your financial future, manage your assets, or plan for retirement, Lawrence D Brudy & Associates, Inc. is committed to delivering expert advice and exceptional service.