Thrivent financial planning services in Pennsylvania
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John Kochel - Thrivent
● ClosedJohn Kochel - Thrivent is a finance institution located at 168 West Ridge Pike, Limerick, Pennsylvania, United States. With over 20 years of experience, John Kochel offers financial guidance and comprehensive planning to individuals and families. Licensed in multiple states, including CA, DC, DE, FL, GA, IA, ID, MD, NC, NJ, PA, UT, WV, John is dedicated to helping clients achieve financial clarity and connect their financial strategy to their faith. He holds degrees in Finance and Economics, as well as certifications as a Certified Kingdom Advisor (CKA) and Chartered Financial Consultant (ChFC). Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework. Clients may also choose to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc.
168 W Ridge Pike Ste 208, Limerick, PA 19468, United States -
Christy Alvord - Thrivent
● ClosedChristy Alvord - Thrivent is a finance institution located at 236 Brodhead Road in Bethlehem, Pennsylvania, United States. The Groleau Financial Group, which operates under the Thrivent name, offers professional, affordable, and comprehensive financial guidance to individuals looking to make the most of their hard-earned money. With a team of experienced professionals, they assist clients in making sound financial decisions to reach their goals. Licensing information can be found through the State Insurance Department's website. Thrivent does not provide legal, accounting, or tax advice, but offers advice and guidance through its Financial Planning Framework. Clients can further engage with Thrivent through Dedicated Planning Services for a fee. Thrivent Financial for Lutherans, also known as Thrivent, offers insurance products and investment advisory services through Thrivent Investment Management Inc. Securities and investment advisory services are offered by registered financial advisors. For more information on professional designations and requirements, visit their website.
236 Brodhead Rd Suite 140, Bethlehem, PA 18017, United States -
John Lauer - Thrivent
● ClosedJohn Lauer - Thrivent is a finance institution located at 91 Whitetail Pass in Morgantown, Pennsylvania, United States. As a financial partner, John Lauer works with clients to create better financial solutions and provide clarity to help them confidently navigate their financial journey. Licensing for insurance products 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 provide legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional for these matters. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to engage further with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
91 Whitetail Pass, Morgantown, PA 19543, United States -
Dawn Fernandez - Thrivent
● OpenDawn Fernandez - Thrivent is a finance institution located at 1227 West Rosemont Drive in Bethlehem, Pennsylvania, United States. Our team of financial experts is dedicated to helping individuals and families achieve their financial goals through personalized strategies and guidance. Whether you are looking to plan for retirement, save for your child's education, or invest for the future, we are here to provide you with the tools and resources you need to succeed. Contact us today to schedule a consultation and take the first step towards a secure financial future.
1227 W Rosemont Dr, Bethlehem, PA 18018, United States -
Nathaniel Cooper - Thrivent
● ClosedNathaniel Cooper - Thrivent is a finance institution located at 300 Pottstown Pike in Exton, Pennsylvania, United States. The institution is licensed in multiple states including CO, DE, FL, MD, NJ, OK, PA, and TN. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for clients to further engage in Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Licensed agents and producers at Thrivent provide insurance products, securities, and investment advisory services. Financial advisors at Thrivent are credentialed to provide investment advisory services. For more information on professional designations and requirements, visit their website at https://www.thrivent.com/designations.
300 Pottstown Pike Suite 170, Exton, PA 19341, United States -
Bridgit Holly - Thrivent
● ClosedBridgit Holly - Thrivent is a finance institution located at 11 East Philadelphia Avenue, Boyertown, Pennsylvania, United States. We take a personalized approach with our clients, starting with a conversation about their life and what matters most to them. We prioritize education and provide assurance that they are on the right financial path. Our comprehensive financial plans are designed to reflect our clients' values and goals, giving them confidence to build the life they aspire to live. We offer services such as insurance, investment advisory, and financial planning. Thrivent does not provide legal, accounting, or tax advice. Our financial professionals are licensed and provide guidance through our Financial Planning Framework. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Visit our website for more information on our financial advisors and services.
11 E Philadelphia Ave, Boyertown, PA 19512, United States -
Robert Klock - Thrivent
● ClosedRobert Klock - Thrivent is a finance institution located at 1611 North 18th Street in Allentown, Pennsylvania, United States. The institution is licensed in multiple states including AR, DC, DE, FL, GA, MD, MI, MT, NC, NH, NY, PA, SC, and VA. Licensing information can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients are encouraged to consult with their own attorney or tax professional. Thrivent offers financial advice and guidance through its Financial Planning Framework, and clients can choose to engage in Dedicated Planning Services for written recommendations for a fee.
1611 N 18th St, Allentown, PA 18104, United States -
Gregory Powers - Thrivent
● ClosedGregory Powers - Thrivent is a finance institution located at 2500 East High Street, Pottstown, Pennsylvania, United States. They are licensed in multiple states including CA, CT, DE, FL, MA, ME, MO, NJ, PA, SC, and VA. 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. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. They emphasize the importance of consulting legal, accounting, and tax professionals for specific advice. Visit their website for more information on their services and to learn about their licensed financial advisors.
2500 E High St STE 620, Pottstown, PA 19464, United States -
Brian Hamm - Thrivent
● ClosedBrian Hamm - Thrivent is a finance institution located at 200 Brandywine Road in Collegeville, Pennsylvania, United States. Licensing for their services can be obtained through the State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to engage further with Thrivent through their Dedicated Planning Services, which provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information on their services and professional designations, visit their website or FINRA's Broker Check.
200 Brandywine Rd, Collegeville, PA 19426, United States -
Jewel Williamson-Burns - Thrivent
● ClosedJewel Williamson-Burns - Thrivent is a finance institution located at 18 Mauch Chunk Street, Nazareth, Pennsylvania, United States. The institution is licensed in multiple states including CA, DE, FL, KS, MD, NC, NH, NJ, PA, and SC. They provide financial advice and guidance through their Financial Planning Framework, with the option for clients to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc., a registered investment adviser. Only credentialed financial advisors are authorized to provide investment advisory services. For more information about their services and professional designations, visit their website or FINRA's Broker Check.
18 Mauch Chunk St, Nazareth, PA 18064, United States -
Philip Leshock - Thrivent
● ClosedPhilip Leshock - Thrivent is a finance institution located at 300 North Pottstown Pike in Exton, Pennsylvania, serving Chester County and beyond. With licenses in multiple states, including CO, DE, FL, MD, MN, NC, NJ, NM, OK, PA, VA, and WI, we provide financial clarity for today and confidence for tomorrow. We understand the importance of making sound financial decisions and planning for the future. Whether you are just starting out, protecting loved ones, planning for retirement, or leaving a legacy, we are here to help. Thrivent is a unique financial services organization that believes money is a tool to achieve goals, not an end in itself. We incorporate your faith and values into your financial strategy.
300 N Pottstown Pike Suite 170, Exton, PA 19341, United States -
Thrivent Financial-Lutherans
● ClosedThrivent Financial-Lutherans is a finance institution located at 2508 Schoenersville Road in Bethlehem, Pennsylvania, United States. At Thrivent, we believe that everyone deserves a financial plan they can be confident about. Our team of financial advisors is dedicated to understanding your unique situation and goals, and providing strategies and solutions to help you achieve them. We offer a free virtual coaching service called Money Canvas™ that empowers you to build healthier money habits at your own pace. Whether you are just starting out, building a foundation, or nearing retirement, our financial advisors are here to help you navigate the challenges and opportunities that life presents.
2508 Schoenersville Rd, Bethlehem, PA 18017, United States -
Andrew Filler - Thrivent
● ClosedAndrew Filler - Thrivent is a finance institution located at 23 South Main Street, Coopersburg, Pennsylvania, United States. Our mission is to help individuals achieve their financial goals and provide professional guidance on a variety of financial products and services. We are dedicated to serving the local community and can often be found supporting local events and non-profits. Our licensed professionals are committed to providing personalized advice and assistance to anyone seeking to improve their financial situation. Thrivent offers a Financial Planning Framework to analyze and review clients' financial needs, as well as Dedicated Planning Services for more comprehensive planning. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc. Our financial advisors are licensed and credentialed to provide expert guidance on insurance, securities, and investment advisory services. Visit our website or FINRA's Broker Check for more information on our services and professional designations.
23 S Main St, Coopersburg, PA 18036, United States -
Vicki Lilley - Thrivent
● ClosedVicki Lilley - Thrivent is a finance institution located at 101 North 5th Street, Perkasie, Pennsylvania, United States. Specializing in financial planning for women, divorce financial planning, and retirement planning, our team creates personalized plans tailored to your goals and values. Our comprehensive approach covers all aspects of your financial life, from cashflow management to estate planning. With a focus on empowering women financially, we offer budgeting, goal setting, and investing strategies to secure a stable financial future. As a Certified Divorce Financial Analyst®, we provide expert guidance on the financial implications of divorce settlements. We offer initial consultations at no cost, working on a flat-fee basis to ensure transparency and support throughout the process. Thrivent, the marketing name for Thrivent Financial for Lutherans, offers insurance products and investment advisory services through licensed professionals. For more information, visit our website or contact us for personalized financial guidance.
101 N 5th St Ste C, Perkasie, PA 18944, United States -
John Roesinger - Thrivent
● ClosedJohn Roesinger - Thrivent is a finance institution located at 101 North 5th Street, Perkasie, Pennsylvania, United States. They are licensed in several states including FL, MA, NC, NH, NJ, PA, SC, and VA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information about their financial advisors and professional designations, visit their website or FINRA's Broker Check.
101 N 5th St, Perkasie, PA 18944, United States -
Thomas McGuire - Thrivent
● ClosedThomas McGuire - Thrivent is a finance institution located at 2031 North Broad Street, Lansdale, Pennsylvania, United States. Licensing can be obtained 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 clients are encouraged to consult with their attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client’s financial situation. Clients have the option to further their planning engagement with Thrivent through its Dedicated Planning Services, which provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent.
2031 N Broad St Ste 135, Lansdale, PA 19446, United States -
Redtail Financial Group - Thrivent
● ClosedRedtail Financial Group - Thrivent is a finance and insurance agency located at 101 North 5th Street in Perkasie, Pennsylvania, United States. Specializing in Retirement Planning, Divorce Financial Planning, and Wealth Management, our team creates personalized plans tailored to your goals and values. We cover all aspects of your financial life including cashflow, insurance, investments, tax planning, retirement planning, estate planning, and charitable giving. Our Certified Divorce Financial Analyst, Vicki Lilley, offers expertise in navigating the financial challenges of divorce, providing guidance and support during times of uncertainty. Thrivent and its financial professionals offer advice and guidance through a comprehensive Financial Planning Framework, with the option to engage in Dedicated Planning Services for a fee. Thrivent Financial for Lutherans offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Visit our website for more information on our services and team members.
101 N 5th St #3, Perkasie, PA 18944, United States -
Anthony Spangler - Thrivent
● ClosedAnthony Spangler - Thrivent is a finance institution located at 2031 North Broad Street in Lansdale, Pennsylvania, United States. At Anthony Spangler - Thrivent, we specialize in providing financial services and advice to help individuals and families achieve their financial goals. Our team of experienced professionals is dedicated to helping clients navigate the complexities of financial planning, retirement savings, investments, and insurance. Whether you are looking to plan for your future, grow your wealth, or protect your assets, Anthony Spangler - Thrivent is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
2031 N Broad St Ste 135, Lansdale, PA 19446, United States -
Dana Vlasics - Thrivent
● ClosedDana Vlasics - Thrivent is a finance institution located at 18 Mauch Chunk Street in Nazareth, Pennsylvania, United States. They are licensed in multiple states, including DE, FL, MD, NC, NH, NJ, PA, and SC. Thrivent offers financial planning services through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee. They do not provide legal, accounting, or tax advice, but encourage clients to consult their own professionals. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Visit their website for more information on their services and financial professionals.
18 Mauch Chunk St, Nazareth, PA 18064, United States -
Logan Brockway - Thrivent
● ClosedLogan Brockway - Thrivent is a finance institution located at 300 Pottstown Pike, Exton, Pennsylvania, United States. Licensing for insurance products 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 includes 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.
300 Pottstown Pike Suite 170, Exton, PA 19341, United States -
Les Eisel - Thrivent
● ClosedLes Eisel - Thrivent is a finance institution located at 18 Campus Boulevard in Newtown Square, Pennsylvania, United States. Serving the Greater Philadelphia community, this institution is dedicated to changing the face of financial services in the area. As a Market Director, Les Eisel coaches and develops new financial professionals, helping them succeed in their practice and make a positive impact on their clients and communities. Licensing is available in multiple states, including CO, DE, FL, MD, ME, NC, NH, NJ, NY, OK, PA, SC, TN, and VA. Thrivent does not provide legal, accounting, or tax advice, but offers advice and guidance through its Financial Planning Framework. Insurance products are issued by Thrivent, while securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit the website for more information on professional designations and services provided.
18 Campus Blvd, Newtown Square, PA 19073, United States -
Matthew Buckery - Thrivent
● ClosedMatthew Buckery - Thrivent is a finance institution located at 18 Campus Boulevard in Newtown Square, Pennsylvania, United States. At our institution, we believe that you are not just a number, but a child of God with great potential. As a financial advisor, our goal is to provide guidance and support as you navigate life's financial challenges. We offer advice and guidance through our Financial Planning Framework, and clients can further engage with our Dedicated Planning Services for written recommendations. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. Our financial professionals do not provide legal, accounting, or tax advice, but can offer support and clarity in your financial journey. Visit our website for more information on our services and financial advisors.
18 Campus Blvd Suite 100, Newtown Square, PA 19073, United States -
Tracie Burton - Thrivent
● ClosedTracie Burton - Thrivent is a finance institution located at 400 South Greenwood Avenue in Easton, Pennsylvania, United States. We provide a range of financial services and products to help our clients achieve their financial goals and secure their future. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial planning strategies tailored to each individual's needs. Whether you are looking to invest, save for retirement, or protect your assets, Tracie Burton - Thrivent is here to help you every step of the way. Visit us today to learn more about how we can assist you in reaching your financial objectives.
400 S Greenwood Ave Suite 302, Easton, PA 18045, United States -
Rebecca Wise - Thrivent
● ClosedRebecca Wise - Thrivent is a financial institution located at 400 South Greenwood Avenue in Easton, Pennsylvania, United States. Rebecca Wise dedicates her time and financial expertise to help clients plan for their dreams. Thrivent Financial has a strong capital position in the industry, but what sets them apart is their mission to view money as a tool, not a goal. As a Financial Professional, Rebecca works with clients to provide comprehensive financial guidance that aligns with their goals and values, whether it's retirement planning or protecting loved ones. Appointments can be made in Boyertown, Easton, and Lansdale, as well as virtually through Zoom. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, and clients can further engage in planning services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Licensed agents and financial advisors provide insurance products, securities, and investment advisory services. For more information, visit Thrivent.com or FINRA's Broker Check.
400 S Greenwood Ave Suite 302, Easton, PA 18045, United States -
David Kratz - Thrivent
● ClosedDavid Kratz - Thrivent is a finance institution located at 2031 North Broad Street in Lansdale, Pennsylvania. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through personalized financial planning and investment strategies. We offer a wide range of financial services, including retirement planning, investment management, insurance solutions, and more. At David Kratz - Thrivent, we prioritize our clients' financial well-being and strive to provide them with the guidance and support they need to secure a strong financial future. Contact us today to learn more about how we can help you reach your financial goals.
2031 N Broad St Ste 135, Lansdale, PA 19446, United States -
Christopher Burton - Thrivent
● ClosedChristopher Burton - Thrivent is a finance institution located at 400 South Greenwood Avenue in Easton, Pennsylvania, United States. We specialize in providing financial planning and investment services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial solutions to individuals and families. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Christopher Burton - Thrivent is here to help you every step of the way. Visit us today to learn more about how we can assist you in reaching your financial aspirations.
400 S Greenwood Ave Suite 302, Easton, PA 18045, United States -
Amanda Schulenberg - Thrivent
● ClosedAmanda Schulenberg - Thrivent is a finance institution located at 2031 North Broad Street, Lansdale, Pennsylvania, United States. Licensing is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients can receive advice and guidance through the Financial Planning Framework, with the option to further engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Securities and investment advisory services are provided by licensed financial advisors. For more information on professional designations and requirements, visit https://www.thrivent.com/designations.
2031 N Broad St Ste 135, Lansdale, PA 19446, United States -
Bridgit Holly - Thrivent
● ClosedBridgit Holly - Thrivent is a finance institution located at 2031 North Broad Street, Lansdale, Pennsylvania, United States. We take a personalized approach with our clients, starting with a conversation about their lives and values. Our goal is to provide assurance and confidence by designing a comprehensive financial plan tailored to their goals. We offer services such as financial planning, investment advisory, and insurance products. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but we can help guide clients through their financial journey. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment advisory services through Thrivent Investment Management Inc. Visit our website for more information on our services and financial advisors.
2031 N Broad St Ste 135, Lansdale, PA 19446, United States -
Rick Graber - Thrivent
● ClosedRick Graber - Thrivent is a finance institution located at 1579 Derry Drive, Dresher, Pennsylvania, United States. The institution operates under the motto of "Do good things for good people for the right reasons; God takes care of the rest". Licensing for the services provided by Rick Graber - Thrivent can be obtained through your State Insurance Department’s website, which can be found on the National Association of Insurance Commissioners website. The institution does not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional for such matters.
1579 Derry Dr, Dresher, PA 19025, United States -
Thomas Gearhart - Thrivent
● ClosedThomas Gearhart - Thrivent is a finance institution located at 350 South Main Street in Doylestown, Pennsylvania, United States. They are licensed in multiple states including AL, DE, FL, MA, MN, NC, NJ, PA, and VA. The institution offers financial planning services through their Financial Planning Framework, with the option to engage further through Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. Their services are provided by licensed financial advisors who are credentialed to provide investment advisory services. For more information on professional designations and requirements, visit their website. Please consult your attorney or tax professional for legal, accounting, or tax advice.
350 S Main St Ste 310, Doylestown, PA 18901, United States
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