Trust administration in Doylestown, Pennsylvania
18 results found
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C B Administrators Inc
● ClosedC B Administrators Inc is a reputable health insurance agency located at 236 Wells Road in Doylestown, Pennsylvania. With a strong commitment to providing top-notch services, they specialize in helping individuals and businesses navigate the complex world of health insurance. Their team of experienced professionals is dedicated to finding the best coverage options for their clients, ensuring peace of mind and financial security. Whether you are looking for individual health insurance or group coverage for your employees, C B Administrators Inc is your trusted partner in the world of insurance.
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The Doylestown Private Wealth Group
● ClosedThe Doylestown Private Wealth Group, located at 48 West Oakland Avenue in Doylestown, Pennsylvania, is a finance institution that offers a variety of certifications and designations for its advisors. These include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®), APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® certification, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These designations cover a wide range of financial planning and management topics, from estate planning to retirement planning, and are designed to provide clients with expert advice and guidance in their financial decisions. The advisors at The Doylestown Private Wealth Group are committed to upholding the highest standards of professionalism and ethics in their practice.
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Associa Mid-Atlantic
● ClosedAssocia Mid-Atlantic is a leading property management company located at 5049 Swamp Road in Doylestown, Pennsylvania, United States. With a strong commitment to providing exceptional service and support to homeowners associations and community management, Associa Mid-Atlantic offers a wide range of services including financial management, maintenance, and administrative support. Their experienced team of professionals is dedicated to ensuring the successful operation and maintenance of residential communities, making them a trusted partner for property owners in the Mid-Atlantic region.
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Shelly Law Offices, LLC
● ClosedShelly Law Offices, LLC is a reputable law firm located at 70 West Oakland Avenue in Doylestown, Pennsylvania. Specializing in various areas of law, including family law, estate planning, and business law, our team of experienced lawyers is committed to providing top-notch legal services to our clients. With a focus on personalized attention and strategic representation, we strive to achieve the best possible outcomes for each case. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
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Klenk Law
● ClosedKlenk Law is a reputable law firm located in Doylestown, Pennsylvania. Our experienced lawyers provide expert legal services to clients in need of assistance with estate planning, probate, and trust administration. We are dedicated to helping individuals navigate the complexities of the legal system and achieve favorable outcomes. Visit us at 196 West Ashland Street to learn more about how we can assist you with your legal needs.
Regus Business Center, 196 W Ashland St, Doylestown, PA 18901, United States -
We Care Legal Services
● ClosedWe Care Legal Services is a reputable law firm located at 182 North Broad Street in Doylestown, Pennsylvania. Our team of experienced lawyers is dedicated to providing high-quality legal services with a focus on personalized care and attention to each client's unique needs. Whether you are facing a legal issue related to family law, estate planning, or business law, we are here to help. Trust We Care Legal Services to guide you through the legal process and advocate for your best interests. Contact us today to schedule a consultation.
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Curtin & Heefner LLP
● OpenCurtin & Heefner LLP is a prestigious law firm located in Doylestown, Pennsylvania. With a long-standing reputation for excellence, our team of experienced attorneys provides top-tier legal services to clients in a wide range of practice areas. From corporate law to estate planning, our firm is dedicated to providing personalized and effective legal solutions. Located at 2005 South Easton Road, Curtin & Heefner LLP is committed to serving the legal needs of individuals and businesses throughout the United States.
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Rothkoff Law Group
● ClosedRothkoff Law Group, located on Hilton Drive in Pennsylvania, United States, is a dedicated institution specializing in assisting seniors and their families with various legal matters. Their services include life care planning, Medicaid planning, asset protection planning, estate planning, elder care law, nursing home law, Veterans’ benefits, and Medicaid applications in Southeastern Pennsylvania and Southern New Jersey. The team at Rothkoff Law Group is extremely knowledgeable, patient, and kind, providing professional elder care specialists who offer undivided attention to every client. They work together seamlessly to provide fast results and alleviate the burden and confusion often associated with legal issues related to aging.
7 Neshaminy Interplex, Hilton Drive Suite 403, Trevose, PA 19053, United States -
Meridian Wealth Management Group
● OpenMeridian Wealth Management Group is a leading financial institution located at 2005 South Easton Road in Doylestown, Pennsylvania. Specializing in comprehensive wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Meridian Wealth Management Group offers personalized solutions tailored to your unique needs. Contact us today to schedule a consultation and start planning for a more secure financial future.
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C&N Wealth Management
● OpenC&N Wealth Management is a finance institution located at 465 North Main Street in Doylestown, Pennsylvania, United States. Our Doylestown office, conveniently situated outside of Philadelphia, offers expert investment management services to help strengthen your business with the right solutions. Our friendly team can assist with trusts, wills, estate planning, retirement planning, and more. Katie Sellers, a Mortgage Loan Originator at C&N in the Doylestown Branch, brings over two decades of mortgage lending experience to her role. With a BS in Business Administration & Finance from Gwynedd Mercy University and previous experience at PNC Bank, Katie is dedicated to helping clients with residential mortgage loans to buy, build, or refinance their homes. She has achieved the prestigious President's Club multiple times for her outstanding sales and client satisfaction.
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Nunnamaker & Associates, P.C.
● ClosedNunnamaker & Associates, P.C. is a reputable accounting and finance firm located at 252 Swamp Road in Doylestown, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation and planning to financial consulting and auditing, Nunnamaker & Associates, P.C. is dedicated to providing top-notch service and expertise to help clients achieve their financial goals. Their commitment to excellence and personalized approach sets them apart as a trusted partner in financial management.
252 Swamp Rd STE 53A, Doylestown, PA 18901, United States -
R.P. Minich PC, Certified Public Accountants
● ClosedR.P. Minich PC, Certified Public Accountants is a reputable accounting firm located at 204 North West Street in Doylestown, Pennsylvania. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Whether you need tax preparation, auditing, or financial planning services, you can trust R.P. Minich PC to deliver accurate and reliable results. Contact us today to schedule a consultation and see how we can assist you with your financial needs.
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First Risk Advisors
● OpenFirst Risk Advisors is a reputable insurance agency located at 67 West Court Street in Doylestown, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of insurance solutions to meet the needs of individuals and businesses alike. Whether you are looking for personal insurance coverage or commercial insurance policies, First Risk Advisors is committed to providing you with top-notch service and tailored insurance plans to protect what matters most to you. Trust First Risk Advisors to provide you with peace of mind and security in an unpredictable world.
67 W Court St, Doylestown, PA 18901, United StatesAdvertisements -
Portalis Insurance Services
● ClosedPortalis Insurance Services is a leading health insurance agency located at 87 North Broad Street in Doylestown, Pennsylvania. Our team of experienced professionals is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for individual or group health insurance coverage, we are here to help you navigate the complex world of insurance. With a commitment to exceptional customer service and a comprehensive understanding of the insurance industry, Portalis Insurance Services is your trusted partner in protecting your health and financial well-being. Contact us today to learn more about our insurance offerings and how we can help you secure the coverage you need.
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Catalyst Advisory
● ClosedCatalyst Advisory is an independent insurance agency located at 132 Veterans Lane in Doylestown, Pennsylvania, United States. Specializing in advanced planning and life insurance solutions, Catalyst helps high-net-worth clients ensure a secure future for themselves and their loved ones. Their services include estate planning, wealth transfer, asset protection, and risk management, all tailored to align with the client's goals. With a focus on providing independent advice, Catalyst works closely with clients to create personalized plans that meet their needs. They collaborate with a network of experts to deploy best practices in life insurance planning, offering clarity and peace of mind to their clients. Catalyst prides itself on never pressuring clients to purchase unnecessary products, and always putting the client's best interests first.
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Adams Kate
● OpenAdams Kate is a renowned health institution located in Doylestown, Pennsylvania, United States. Specializing in providing top-notch medical care and services, Adams Kate is dedicated to improving the health and well-being of its patients. With a team of experienced healthcare professionals and state-of-the-art facilities, Adams Kate offers a wide range of medical treatments and therapies to address various health concerns. Patients can expect personalized care and attention at Adams Kate, making it a trusted destination for quality healthcare services in the region.
Doylestown, PA 18902, United StatesAdvertisements -
T A Hoffman Architects
● OpenT. A. Hoffman Architects is a premier design and project management firm located at 2966 Valley View Drive in Doylestown, Pennsylvania. With a wealth of experience in all aspects of architectural disciplines, our firm is dedicated to creating unique and functional structures that reflect the specific aesthetic and functional goals of our clients. Working closely with Engineering, General Contractors, and other professionals, we ensure that every project we undertake is a true reflection of our clients' vision. Our emphasis on exceptional service and follow through sets us apart from other firms in the industry.
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C&N
● ClosedWelcome to C&N, your trusted partner in banking and finance, located conveniently at 33 Swamp Road, Newtown, Pennsylvania. Just outside of Philadelphia, our friendly team of experts is ready to assist you with a wide range of financial services. Whether you're looking to open new checking or savings accounts, apply for mortgages, or explore investment management services, we're here to provide the right solutions for your personal and business needs. At C&N, we pride ourselves on building lifelong relationships with our customers in Pennsylvania and New York. With a 97% recommendation rate from our satisfied clients, we are committed to making your financial journey a fulfilling and seamless experience. Our services include checking and savings accounts, mortgages, business loans, and more, all designed to help you spend less time worrying about finances and more time enjoying life.
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