TOP 30 Trusted advisors in North East, Pennsylvania

15 results found

Edward Jones - Financial Advisor: Eli Nelson is a trusted financial institution located at 69 East Main Street in North East, Pennsylvania. As a dedicated finance professional, Eli Nelson provides personalized financial advice and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Eli Nelson is committed to providing expert guidance and support every step of the way. Visit our office today to learn more about our comprehensive financial services and how we can help you secure a brighter financial future.

Edward Jones - Financial Advisor: Joellen T Nelson, AAMS™ is a reputable financial institution located at 69 East Main Street in North East, Pennsylvania, United States. Specializing in providing personalized financial planning and investment services, Joellen T Nelson, AAMS™ is dedicated to helping individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can expect expert guidance and support in navigating the complexities of the financial market. Contact Edward Jones - Financial Advisor: Joellen T Nelson, AAMS™ today to start your journey towards a secure financial future.

At Merrill Lynch, Financial Advisor Andrew "Drew" Morrison and the Kish Morrison Group are dedicated to providing comprehensive wealth management services tailored to meet the unique needs of each client. Located in the heart of Pittsburgh, PA, our team offers insights on market trends and strategies to navigate potential opportunities and risks, all within a quick 15-minute consultation.Our Philosophy:We believe true wealth management extends beyond mere investment. Our holistic approach focuses on designing financial strategies that align with your most important goals, not just for your lifetime, but for generations to come. Whether you are accumulating wealth or looking to preserve it, we provide personalized attention and high-touch service to both high-net-worth clients and the emerging affluent. Core Principles:- Investment Manager Selection: We choose managers with consistent, favorable risk-adjusted returns and a tenure of five to ten years or more. - Asset Allocation: We believe asset allocation is the most crucial determinant of long-term investment returns. - Market Timing: We do not attempt to time the markets.

Merrill Lynch Private Wealth Advisor Derek S. Jancisin, located at 600 Grant St, 49th Floor, Pittsburgh, PA, is dedicated to empowering prosperity and simplifying wealth management for a select clientele. Our mission is to transform complex financial landscapes into seamless, straightforward pathways, ensuring a legacy of stability and growth. We work closely with individuals, families spanning multiple generations, business owners, and executives, using a goals-based wealth management approach to put our clients at the center of every personalized strategy.

At Merrill Lynch Financial Advisor Michelle Kish, we pride ourselves on providing expert financial advice and comprehensive wealth management services to individuals and families in all stages of their financial journey. Located in the heart of Pittsburgh, PA, our team at the Kish Morrison Group believes that true wealth management extends beyond mere investment strategies. We adopt a holistic approach to help you design financial plans that are aligned with your most significant life goals, not just for your lifetime but for generations to come.Our Philosophy: Our investment philosophy is grounded in core principles that prioritize risk-adjusted returns, long-term asset allocation, and tax efficiency. We carefully select investment managers with consistent performance records and emphasize a total return approach that includes both price appreciation and income generation. We avoid market timing and focus on creating strategies that are resilient and adaptable.Services Offered:

Merrill Lynch Private Wealth Advisor Gennaro R DiSilvio is dedicated to empowering prosperity and simplifying wealth for a select clientele. Located in the heart of Pittsburgh, PA, our office on the 49th floor of 600 Grant St is a beacon of financial expertise and personalized service. We specialize in transforming complex financial landscapes into seamless, straightforward pathways, ensuring a legacy of stability and growth for individuals, families, business owners, and executives.

Orton & Orton Attorneys At Law is a professional and experienced law firm located at 68 East Main Street in North East, Pennsylvania, serving clients in Erie and all of Northwest Pennsylvania. With over 50 years of combined experience, attorneys G. Christopher Orton and Leigh Ann Orton are dedicated to providing comprehensive legal services to individuals, families, and businesses. Whether you need assistance with estate planning, family law matters, real estate transactions, contract disputes, business formation, or litigation, our team is here to help. We offer personal service you can rely on and are committed to achieving the best possible outcome for your case. Contact us Monday through Friday from 9:00 am to 12:00 pm and 1:00 pm to 5:00 pm for expert legal advice and representation.

Kara N Specht, PA-C is a healthcare institution located at 320 East North Avenue in Pittsburgh, Pennsylvania. This facility is led by Physician Assistant Kara N Specht, who provides expert medical care to patients in the area. Specializing in a wide range of health services, Kara N Specht, PA-C offers comprehensive and compassionate care to individuals of all ages. Whether you are in need of a routine check-up or treatment for a specific health concern, you can trust Kara N Specht, PA-C to provide personalized and professional medical care. Contact them today to schedule an appointment and take the first step towards better health and wellness.

Gorzynski Uglow & Farrell is a reputable accounting and finance institution located at 33 East Main Street in North East, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and auditing. Clients can trust in their expertise and personalized approach to meet their financial needs and goals.

Antonchak & Balkcom is a reputable finance institution located at 3 East North Street in Bethlehem, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, Antonchak & Balkcom is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy, reliable, and committed to excellence, Antonchak & Balkcom is a trusted partner in helping you secure a stable financial future.

Small Business Services is a professional institution located at 42 Clinton Street in North East, Pennsylvania, United States. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch services to small businesses in the area. Whether you need help with bookkeeping, tax preparation, or financial planning, we are here to assist you every step of the way. Trust Small Business Services to help you achieve your financial goals and ensure the success of your small business.

Lavage & Associates, located at 3 East North Street in Bethlehem, Pennsylvania, is a trusted institution specializing in accounting and finance services. With a focus on personal and business tax matters, their team provides responsive and accurate assistance to clients. At Lavage & Associates, they value relationships and treat each client partnership with care. Their experienced team offers a range of services including income tax preparation, IRS and state audit representation, QuickBooks® setup and training, business startup services, and financial statement preparation.

Easter Seals Western and Central Pennsylvania is a leading nonprofit organization dedicated to achieving full equity, inclusion, and access for individuals with disabilities. With over 105 years of service, Easter Seals has been a cornerstone in enriching education, enhancing health, expanding employment opportunities, and elevating community support. Our Mission:

Natale Real Estate is a trusted family-owned business that has been serving the Western Pennsylvania community for two generations. Located at 625 East North Avenue in Pittsburgh, our company is built on the principle of providing personal and reliable service to home buyers, sellers, and investors.

Welcome to Roberto Rosado Sr. at Century 21 Advantage Gold, your premier real estate partner in the heart of Philadelphia! Conveniently located at 7104 Castor Avenue, Philadelphia, PA 19149, we specialize in providing top-notch real estate services across the vibrant Philadelphia County Area. With over 18 years of experience, Roberto Rosado is a seasoned real estate professional dedicated to helping clients navigate the exciting journey of buying and selling homes. At Century 21 Advantage Gold, we pride ourselves on being part of a dynamic team committed to excellence. Our strategically located offices across the tri-county areas of Philadelphia ensure that we can efficiently and effectively meet all your real estate needs. In today's fast-paced technological landscape, we utilize cutting-edge tools and platforms to market your property comprehensively. From the Multiple Listing System to social media platforms like Facebook and Instagram, along with top real estate websites such as Realtor.com and C21.com, we ensure your property receives maximum exposure to potential buyers.