TOP 30 Trusts and estates in Bala Cynwyd, Pennsylvania

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Dominick Dinofa, Financial Adviser at Karalius & Associates Insurance And Financial Services, LLC, located at 555 East City Avenue in Bala Cynwyd, Pennsylvania, offers world-class financial solutions for successful individuals looking to enhance and preserve their wealth. With over 30 years of experience, the institution believes in a millionaire mindset and helps clients achieve their financial goals at every stage of their journey. The team at Karalius & Associates treats clients like family, providing highly-personalized service to meet their unique needs. They work to help clients attain financial independence and create a lasting legacy for future generations. The institution, led by agents like Dominick Dinofa, is licensed to sell insurance through New York Life Insurance Company and offers securities products and services through NYLIFE Securities LLC. Additionally, they provide advisory services through Eagle Strategies LLC. Karalius & Associates does not provide tax, legal, or accounting advice and is not owned or operated by New York Life Insurance Company or its affiliates.

Terravet Real Estate Solutions is a premier veterinary care institution located at 33 Rock Hill Road in Bala Cynwyd, Pennsylvania, United States. Our dedicated team of professionals provides top-notch real estate solutions specifically tailored to the needs of veterinary practices. Whether you are looking to buy, sell, lease, or develop a veterinary facility, Terravet Real Estate Solutions has the expertise and resources to help you achieve your goals. With a strong commitment to excellence and a deep understanding of the unique requirements of veterinary care, we are your trusted partner in all real estate matters related to the veterinary industry. Contact us today to learn more about how we can assist you in achieving success in your veterinary practice.

Signed Sealed Delivered Mobile Notary is a professional finance institution located at 45 East City Avenue in Bala Cynwyd, Pennsylvania, United States. Specializing in mobile notary services, they provide convenient and reliable notarization for a variety of financial documents. Whether you need a power of attorney, loan documents, or real estate paperwork notarized, their experienced team is dedicated to ensuring your documents are signed, sealed, and delivered with accuracy and efficiency. Trust Signed Sealed Delivered Mobile Notary for all your notary needs in the Bala Cynwyd area.

Fortune Abstract Co. & Notary is a reputable finance and insurance agency located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, United States. Our team of professionals is dedicated to providing top-notch services in abstracting and notary services. With years of experience in the industry, we ensure accurate and reliable documentation for all your financial and insurance needs. Trust Fortune Abstract Co. & Notary to handle your important paperwork with efficiency and precision.

The Law Offices of Kenneth S. Cooper is a reputable legal institution located at 45 East City Avenue in Bala Cynwyd, Pennsylvania, United States. With a focus on providing expert legal services, the firm is dedicated to helping clients navigate complex legal issues with personalized attention and strategic solutions. Led by experienced attorney Kenneth S. Cooper, the firm offers a wide range of legal services, including but not limited to, personal injury, family law, estate planning, and business law. Clients can expect professionalism, integrity, and a commitment to achieving the best possible outcome for their legal matters. Contact The Law Offices of Kenneth S. Cooper for reliable and trusted legal representation.

Abramson & Abramson, LLC is a prestigious law firm located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania. With a team of experienced and dedicated lawyers, they provide a wide range of legal services to their clients. Specializing in various areas of law, including personal injury, family law, and estate planning, Abramson & Abramson, LLC is committed to providing top-notch legal representation and personalized attention to each client. Whether you are facing a complex legal issue or simply need legal advice, you can trust Abramson & Abramson, LLC to advocate for your rights and best interests.

Cheryl J Baffa Esq is a reputable law firm located at 33 Rock Hill Road in Bala Cynwyd, Pennsylvania. Specializing in various legal matters, Cheryl J Baffa Esq offers expert legal services to clients in need of professional representation. With a focus on providing personalized and effective solutions, the firm is dedicated to achieving the best possible outcomes for their clients. Whether you are facing a legal dispute, need assistance with estate planning, or require guidance on a business matter, Cheryl J Baffa Esq is here to help. Trust in their experience and expertise to navigate the complexities of the legal system with confidence and peace of mind.

Alva Law Firm is a reputable law firm located in Bala Cynwyd, Pennsylvania, United States. Specializing in providing legal services, the firm is known for its expertise in various areas of law, including but not limited to corporate law, family law, real estate law, and criminal defense. With a team of experienced lawyers who are dedicated to providing personalized and effective legal representation, Alva Law Firm is committed to helping clients navigate the complexities of the legal system and achieve favorable outcomes. Whether you are in need of legal advice, representation in court, or assistance with legal documentation, Alva Law Firm is here to help. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

The Law Office of Samuel Ben-Samuel, P.C. is a reputable legal institution located at 298 Levering Mill Road in Bala Cynwyd, Pennsylvania, United States. Specializing in various areas of law, the office is dedicated to providing high-quality legal services to clients in need of expert representation. With a focus on professionalism, integrity, and client satisfaction, Samuel Ben-Samuel and his team strive to achieve the best possible outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, you can trust the experienced attorneys at The Law Office of Samuel Ben-Samuel, P.C. to provide you with top-notch legal services.

Young, Marr & Associates is a prestigious finance and law institution located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, United States. With a team of experienced lawyers and financial experts, they provide top-notch services to their clients. Whether you need legal advice or financial guidance, Young, Marr & Associates is dedicated to helping you navigate through any challenges you may face. Trust in their expertise and professionalism to ensure your success.

Hirsch & Hirsch Attorneys At Law is a reputable law firm located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, United States. Specializing in a wide range of legal services, the firm provides expert legal representation and counsel to clients in need of professional assistance. With a focus on delivering personalized and effective solutions, Hirsch & Hirsch Attorneys At Law is dedicated to achieving the best possible outcomes for their clients. Whether you are facing a legal dispute, need assistance with a contract, or require guidance on estate planning, the experienced team at this institution is here to help. Trustworthy, knowledgeable, and committed to excellence, Hirsch & Hirsch Attorneys At Law is the go-to choice for all your legal needs.

O'Connor Law is a reputable law firm located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, United States. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing top-notch legal services to their clients. Whether you are in need of assistance with personal injury cases, family law matters, or estate planning, O'Connor Law is committed to advocating for your rights and achieving the best possible outcomes for your legal needs. With a track record of success and a reputation for excellence, O'Connor Law is a trusted institution in the legal community.

Coren Wise, Attorneys at Law is a reputable law firm located at 150 Monument Road in Bala Cynwyd, Pennsylvania. Specializing in various areas of law, our team of experienced attorneys is dedicated to providing top-notch legal services and representation to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice for a business matter, Coren Wise, Attorneys at Law is here to help. Contact us today to schedule a consultation and let us help you navigate the complexities of the legal system.

Pearlman Law Firm, PLLC is a prestigious legal institution located at Two Bala Plaza in Bala Cynwyd, Pennsylvania. With a team of experienced and dedicated attorneys, they provide top-notch legal services to clients in various practice areas. Whether you are in need of assistance with personal injury cases, real estate transactions, or business law matters, Pearlman Law Firm, PLLC is committed to providing expert guidance and representation. Their reputation for excellence and commitment to client satisfaction make them a trusted choice for legal services in the United States.

Schoenberg Law Office is a reputable legal institution located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, United States. With a team of experienced attorneys, they specialize in providing high-quality legal services to their clients in a variety of practice areas. Whether you are in need of assistance with personal injury cases, family law matters, or estate planning, Schoenberg Law Office is dedicated to providing personalized and effective legal representation. Their commitment to client satisfaction and their track record of success make them a trusted choice for individuals seeking legal assistance in the Bala Cynwyd area.

Merrill Lynch Financial Advisor Patrick M Cahill III is a Senior Vice President, Wealth Management Advisor located at 2 Bala Plaza, Bala Cynwyd, Pennsylvania, United States. With a Bachelor of Science degree in Business Administration from Villanova University and over 30 years of experience, Pat focuses on strategies involving managed money, business financial services, retirement, estate needs, and college planning. Recognized as one of Forbes "Best-in-State Wealth Advisors" in 2023, Pat and his team at Merrill Lynch Wealth Management are dedicated to providing exemplary client service and personalized financial planning. Whether you're planning for retirement, saving for a home, or funding a child's education, Pat takes the time to understand your goals and priorities to create a customized investment approach that reflects your unique needs. Supported by the global resources of Merrill, he and his team are committed to building strong client relationships based on trust and personalized service. Contact Merrill Lynch Financial Advisor Patrick M Cahill III to start working towards your financial goals today.

Merrill Lynch Financial Advisor Robert J. McKiernan, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, is a finance institution that primarily works with High-Net-Worth Individuals, Families, and Institutions, as well as Working & Retired Professionals and Senior Executives across the country. They focus on exploring seven priorities with clients, including managing healthcare expenses, home investments, family care, leisure activities, charitable giving, work in retirement, and financial goals. The institution collaborates with other trusted professionals to help clients pursue their goals, utilizing the investment insights of Merrill and the banking convenience of Bank of America. Services offered include asset allocation, investment management, traditional and alternative investment selection, bank financing, trust and estate planning, and cash flow management.

Merrill Lynch Financial Advisor Ryan Michael Swan is a leading financial institution located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, United States. Specializing in finance, Ryan Michael Swan offers expert advice and guidance to help clients achieve their financial goals and secure their financial future. With a strong reputation for excellence and a commitment to personalized service, Merrill Lynch Financial Advisor Ryan Michael Swan is a trusted partner for individuals and businesses seeking sound financial planning and investment strategies. Contact them today to learn more about how they can help you build and protect your wealth.

Merrill Lynch Financial Advisor Daniel P. McKiernan is a finance institution located at 2 Bala Plaza, Bala Cynwyd, Pennsylvania, United States. Specializing in working with High-Net-Worth Individuals, Families, and Institutions, as well as Working & Retired Professionals and Senior Executives across the country, the institution focuses on seven key priorities: Health, Home, Family, Leisure, Giving, Work, and Finance. They offer services such as Asset Allocation, Investment Management, Traditional and Alternative Investment Selection, Trust and Estate Planning, and Cash Flow Management. With a team of experienced professionals, Merrill Lynch aims to provide personalized wealth management strategies tailored to each client's unique goals and financial situation. Recognized by Forbes as "Best-in-State Wealth Advisors," Merrill Lynch Financial Advisor Daniel P. McKiernan is committed to delivering exemplary client service and helping clients achieve their financial objectives.

Merrill Lynch Financial Advisor Michael A Paolone is a finance institution located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, United States. The institution focuses on managing your wealth by providing a deep understanding of your financial picture and creating a flexible strategy tailored to your goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, the team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. By utilizing the Merrill Personal Wealth Analysis™, personalized plans are developed centered on your goals and aspirations. The team, supported by the global resources of Merrill, is dedicated to helping you pursue your financial goals through customized wealth management strategies. The institution emphasizes the importance of understanding your individual goals, family priorities, and aspirations to create a financial approach that reflects your unique needs. Through ongoing conversations and adjustments, the team at Merrill Lynch aims to help you stay on track to achieve what matters most to you. With a focus on personalized investment strategies and comprehensive financial solutions, the institution is dedicated to helping you reach your financial goals and live your best financial life.

Merrill Lynch Financial Advisor Samantha Guarnaccia is a reputable finance institution located at 2 Bala Plaza, Bala Cynwyd, Pennsylvania, United States. Specializing in serving High-Net-Worth Individuals, Families, and Institutions, as well as Working & Retired Professionals and Senior Executives nationwide, the institution focuses on addressing seven key priorities with clients: Health, Home, Family, Leisure, Giving, Work, and Finance. By collaborating with trusted professionals and leveraging the resources of Merrill and Bank of America, the institution offers services such as Asset Allocation, Investment Management, Trust and Estate Planning, and Cash Flow Management. Recognized for their exemplary client service, the advisors at Merrill Lynch have been featured in Forbes' "Best-in-State Wealth Advisors" rankings multiple times. Committed to building strong client relationships based on trust and personalized service, the institution offers tailored wealth management strategies to help clients achieve their financial goals. With a focus on staying informed about changes in clients' lives and financial markets, the institution aims to provide ongoing support and guidance to help clients navigate their financial journey. Partnering with Merrill Lynch Wealth Management Advisors means gaining access to personalized investment strategies and comprehensive financial solutions to address individual needs and priorities.

Karr Barth Associates, located at 1 Belmont Avenue, Bala Cynwyd, Pennsylvania, United States, is a leading finance institution with over 50 years of experience. As an office of Equitable Advisors, Karr Barth offers a wide range of services including wealth management, insurance, estate and wealth transfer, and executive/corporate benefits. The institution aims to provide outstanding service to its clients by focusing on their overall financial picture and developing responsive and responsible planning strategies. Karr Barth Associates is committed to making a difference in the lives of its clients every day. With assets under management exceeding $11B and $29B of life insurance in force, the institution is dedicated to serving the financial needs of over 120,000 households and businesses in the tri-state area. In addition to financial services, Karr Barth Associates is actively involved in supporting charitable and philanthropic organizations both locally and nationally.

Savran Benson LLP is a leading accounting and finance institution located in Bala Cynwyd, Pennsylvania, United States. Our services include tax consulting and compliance, business advisory and accounting, matrimonial litigation support, estate and trust planning, and transactional tax consulting. We specialize in working with closely held businesses, real estate, healthcare, and other professional services. Additionally, we provide high net worth family tax services. During the COVID-19 pandemic, we are offering resources for tax changes and government programs. Contact us today to learn more about how we can help you achieve your financial goals.

Peruto Properties, LLC is a reputable real estate agency located at 150 Monument Road in Bala Cynwyd, Pennsylvania, United States. With a commitment to excellence and a focus on customer satisfaction, they specialize in buying, selling, and managing properties in the area. Whether you are looking to purchase your dream home, sell your current property, or find a reliable property management service, Peruto Properties, LLC is dedicated to helping you achieve your real estate goals. Their experienced team of professionals is ready to assist you every step of the way, providing personalized service and expert advice to ensure a successful and stress-free real estate experience. Trust Peruto Properties, LLC for all of your real estate needs in Bala Cynwyd and beyond.

MassMutual Greater Philadelphia is a leading insurance agency located at 333 City Avenue in Bala Cynwyd, Pennsylvania. Our team of dedicated professionals is committed to helping individuals and families protect their financial futures through a range of insurance products and services. With a focus on personalized solutions and exceptional customer service, we strive to be a trusted partner in helping our clients achieve their financial goals. Contact us today to learn more about how we can help you secure your future.