TOP 30 Trusts and estates in Pennsylvania

Planned Investments is a premier financial services firm located at 6 South Main Street, Washington, Pennsylvania 15301, United States. Specializing in personalized investment strategies and financial planning, Planned Investments is dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced financial advisors offers expert guidance on a wide range of services including retirement planning, wealth management, portfolio diversification, and risk assessment. At Planned Investments, we pride ourselves on building long-term relationships with our clients, providing tailored solutions that are designed to secure a prosperous financial future. Whether you're planning for retirement, saving for education, or looking to grow your investments, Planned Investments is your trusted partner in navigating the complexities of the financial market.

Erie Federal Credit Union, located at 7141 West Ridge Road, Fairview, Pennsylvania 16415, is a distinguished financial institution dedicated to serving the local community with a comprehensive range of financial services. As a trusted member-owned organization, Erie Federal Credit Union places a strong emphasis on providing personalized financial solutions to meet the diverse needs of its members. In addition to its core financial services, Erie Federal Credit Union offers specialized expertise in content management, website design, e-commerce, and web development services. This unique combination of financial acumen and digital solutions makes it a one-stop destination for both personal and business financial needs in Erie, Pennsylvania.

Welcome to Citizens Bank, located at 5990 University Boulevard, Coraopolis, Pennsylvania 15108, USA. Our branch offers a wide range of financial services designed to meet your needs at every stage of life. Whether you’re looking for ATMs, banking solutions, or wealth management, we have you covered. At Citizens Bank, we understand the importance of keeping your finances in check, and we’re here to help. Our financial solutions are tailored to support your earning potential, college funding, home equity needs, and more. With Citizens FastLine®, you can quickly and easily obtain a Home Equity Line of Credit without impacting your credit score.

Entitle Direct is a reputable insurance agency located at 260 Airside Drive, Coraopolis, Pennsylvania, 15108, United States. Specializing in providing comprehensive title insurance services, Entitle Direct is dedicated to ensuring the smooth and secure transfer of property ownership for its clients. With a focus on customer satisfaction, the agency offers a range of title insurance solutions designed to protect homeowners and lenders from potential legal issues related to property titles. The knowledgeable and experienced team at Entitle Direct is committed to delivering personalized service, expert advice, and reliable support to meet the unique needs of each client. Whether you are purchasing a new home, refinancing, or seeking protection for your real estate investments, Entitle Direct is your trusted partner in safeguarding your property interests.

First Federal Savings & Loan Association of Greene County - Washington Branch is a trusted financial institution located at 460 Washington Road, Washington, Pennsylvania 15301, United States. Specializing in a wide array of banking and financial services, this branch is dedicated to meeting the financial needs of the local community. Whether you're looking to open a savings account, secure a home loan, or seek financial advice, the expert team at First Federal Savings & Loan Association of Greene County provides personalized service with a focus on customer satisfaction and financial well-being. With a solid reputation built on years of service, this branch is committed to helping individuals and businesses achieve their financial goals through reliable and innovative banking solutions.

Welcome to Citizens Bank, where we believe in helping you keep things in check. Whether you're planning for college, buying a home, or saving for the future, we offer tailored financial solutions for every stage of life and beyond. Our services are designed to support your financial journey with unlimited earning potential and streamlined processes. Key Services:

Derek Thomas is an Associate Financial Advisor with Ameriprise Financial Services, LLC, located at 1150 Washington Road in Washington, Pennsylvania. Derek brings a wealth of knowledge and expertise to his clients, backed by an impressive array of certifications and designations in the financial planning industry. His credentials reflect a commitment to ethics, comprehensive financial planning, and a deep understanding of the financial needs of diverse clients, including individuals, retirees, small business owners, and domestic partners.

First American Title Insurance Co. is your trusted partner in real estate transactions, providing comprehensive title insurance protection and professional settlement services. Located at 113 Technology Drive in Pittsburgh, Pennsylvania, we specialize in facilitating both residential and commercial real estate transactions with a focus on security and efficiency.

Briar Cliff Financial Services is a trusted and dedicated financial advisory firm located at 404 Thorn Street, Sewickley, Pennsylvania 15143, United States. Specializing in a comprehensive range of financial services, Briar Cliff Financial Services is committed to helping individuals, families, and businesses achieve their financial goals through personalized and strategic planning. Our team of experienced financial advisors offers expert guidance in areas such as investment management, retirement planning, tax strategies, estate planning, and more. We pride ourselves on delivering tailored solutions designed to meet the unique needs and aspirations of each client. At Briar Cliff Financial Services, we prioritize building long-term relationships based on trust, integrity, and exceptional service.

Nathaniel Veach is a reputable finance business located at 502 Broad Street, Sewickley, Pennsylvania 15143, United States. Specializing in a wide range of financial services, Nathaniel Veach is dedicated to providing expert advice and personalized solutions to meet the unique financial needs of individuals and businesses in the Sewickley area and beyond. Whether you are seeking assistance with financial planning, investment management, tax strategies, or retirement planning, Nathaniel Veach combines in-depth industry knowledge with a commitment to exceptional client service. With a focus on building long-term relationships, Nathaniel Veach aims to help clients achieve financial stability and success through tailored, strategic financial guidance.

Bank of America Financial Center, located at 400 Broad Street, Sewickley, Pennsylvania 15143, is your local hub for comprehensive banking and financial services. As a trusted and well-established institution, we offer a wide range of solutions designed to meet both personal and business financial needs. Our services include personal banking, business banking, loans, mortgages, investment guidance, and wealth management. Our knowledgeable and friendly staff are committed to providing exceptional customer service, ensuring that every client receives personalized attention and expert advice. Whether you need assistance with everyday banking transactions, financial planning, or complex investment strategies, we are here to help you achieve your financial goals.

Welcome to Citizens Bank, your trusted financial partner located at 501 Beaver Street in the heart of Sewickley, Pennsylvania. We’re here to support you with a comprehensive suite of financial solutions tailored to every stage of your life and beyond. Whether you’re managing day-to-day finances or planning for significant milestones, our services are designed to help you keep everything in check and maximize your earning potential.

Citizens Bank ATM in Sewickley, PA, offers a convenient and comprehensive range of financial solutions tailored to meet the needs of individuals at every stage of life. Whether you're planning for college, buying a home, or managing everyday expenses, Citizens Bank has the tools and services to help you keep things in check and achieve your financial goals.Key Services:- Unlimited Earning Potential: Citizens Bank provides financial solutions that support your financial growth and stability, ensuring your earning potential is maximized. - College Funding: Simplify your college financial planning with one application that can fund every school year, taking the stress out of college prep.- Home Equity Line of Credit with Citizens FastLine®: Get a quick and easy Home Equity Line of Credit with no impact on your credit score. This service offers a streamlined application process for faster access to funds.- Round Ups‡: Turn your spare change into savings effortlessly. With Round Ups, your debit card purchases are rounded up to the nearest dollar, and the difference is transferred to your savings account. You can also set additional savings amounts to reach your goals quicker.- Digital Banking: Bank from anywhere with Citizens Bank’s digital services. Learn how to make mobile check deposits and manage your accounts on the go.- Citizens Checkup®: Receive personalized financial advice and planning from Citizens Bank’s expert bankers. They will help you focus on what’s important and map out a plan for your financial future.- Multi-Year Approval: Eligible borrowers can secure funds for future use with a 99% approval rate on additional requests, subject to a soft credit inquiry.Additional Information:

Radian Title Insurance Inc. is a premier insurance agency located at 1000 GSK Drive, Coraopolis, Pennsylvania 15108, United States. Specializing in title insurance, Radian Title Insurance Inc. is dedicated to providing comprehensive and reliable services to safeguard your real estate transactions. With a focus on customer satisfaction and a commitment to excellence, the experienced team at Radian ensures that every client's property interests are protected against potential legal issues and claims. Whether you're purchasing a new home, refinancing, or involved in commercial real estate, Radian Title Insurance Inc. offers tailored solutions to meet your specific needs, ensuring peace of mind and a smooth transaction process. Trust Radian Title Insurance Inc. for expert guidance and unparalleled service in the realm of title insurance.

Welcome to Citizens Bank, your local financial partner located at 100 Andrew Drive in Pittsburgh, PA. At Citizens Bank, we believe in keeping your finances in check and providing comprehensive financial solutions tailored to every stage of your life and beyond. Whether you're saving for college, buying a home, or planning for retirement, we have the tools and expertise to help you achieve your financial goals.

Citizens Bank ATM, located at 10 East Greene Street in Waynesburg, Pennsylvania, is your convenient financial partner, offering a variety of banking services tailored to fit your unique needs. Whether you're managing daily expenses or planning for future financial goals, Citizens Bank is here to help you keep things in check.

Welcome to Citizens Bank, where we prioritize keeping your financial life in check. Located on Smock Highway in Meadville, Pennsylvania, we offer a comprehensive range of financial solutions tailored to meet your needs at every stage of life and beyond.

Welcome to the Citizens Bank ATM located at 6400 Steubenville Pike in Pittsburgh, Pennsylvania. At Citizens Bank, we believe in providing comprehensive financial solutions tailored to your life's unique stages and ambitions. Whether you are preparing for college, purchasing a home, or planning for retirement, our services are designed to meet your needs and help you achieve your financial goals.

Daniel Fitzpatrick - UBS Financial Services Inc. Located at 4000 Town Center Boulevard in Canonsburg, Pennsylvania, Daniel Fitzpatrick - UBS Financial Services Inc. is a reputable financial services firm dedicated to helping clients achieve their financial goals. Specializing in a broad range of financial services, including investment management, wealth planning, and retirement strategies, Daniel Fitzpatrick and his team provide personalized advice and tailored solutions to meet the unique needs of each client. Their commitment to excellence and client-centric approach ensure that individuals, families, and businesses receive the highest level of service and expertise. Whether you're planning for retirement, managing investments, or seeking comprehensive financial guidance, Daniel Fitzpatrick - UBS Financial Services Inc. is your trusted partner in navigating the complexities of the financial landscape.

Charles Schwab is a leading financial services firm that offers a full range of brokerage, banking, and financial advisory services. Our Canonsburg branch, located at 1900 Main Street, Suite 219, is dedicated to providing personalized financial guidance to help you stay on track with your financial goals. Our Services:

Redwood Wealth Management - UBS Financial Services Inc. is a premier financial advisory firm located at 4000 Town Center Boulevard, Canonsburg, Pennsylvania 15317, United States. Specializing in a wide range of financial services, Redwood Wealth Management is dedicated to helping clients achieve their financial goals through personalized investment strategies, comprehensive financial planning, and wealth management solutions. As part of the globally renowned UBS Financial Services Inc., Redwood Wealth Management leverages extensive industry expertise and cutting-edge financial tools to provide clients with tailored advice and innovative solutions. Their team of experienced financial advisors is committed to delivering exceptional service, ensuring that each client's unique needs and objectives are met with precision and care.

For over four decades, Western Land Services (WLS) has been a cornerstone in providing comprehensive support to our clients from project inception to completion. Located in Canonsburg, Pennsylvania, WLS is your one-stop shop for success, bringing together Land, Energy, and People with enthusiasm, integrity, and expertise.

Citizens Bank ATM, conveniently located at 3471 West 38th Street in Erie, Pennsylvania, is your trusted financial partner, offering a wide range of services tailored to meet your financial needs at every stage of life. Whether you’re managing your daily finances, planning for college, or looking to leverage your home equity, Citizens Bank provides solutions designed to help you succeed.

At Citizens Bank, we understand that you're dedicated to keeping your finances in check, and we're here to support you with tailored financial solutions for every stage of your life and beyond. Located conveniently at 100 Settlers Ridge Center Drive in Pittsburgh, Pennsylvania, our branch offers a wide range of services designed to help you achieve your financial goals. Our Services Include:

Welcome to the Citizens Bank ATM located at 300 Miller Lane in Waynesburg, Pennsylvania. At Citizens, we understand that keeping your finances in check is crucial, and we are here to support you with comprehensive financial solutions tailored to every stage of your life and beyond.

Welcome to Citizens Bank ATM, conveniently located at 2501 West 12th Street, Erie, Pennsylvania 16505, United States. As a vital part of Citizens Bank, we offer a wide array of financial solutions tailored to meet every stage of your life and beyond. Whether you're prepping for college, saving for the future, or seeking a Home Equity Line of Credit, we've got you covered. At Citizens Bank ATM, we believe in making banking as simple and efficient as possible. Our innovative services include Citizens FastLine®, which provides a quicker, easier way to secure a Home Equity Line of Credit without impacting your credit score. Additionally, our Round Ups feature allows you to effortlessly turn your spare change into savings by rounding up your debit card purchases to the nearest dollar.

Located at 307 West New Castle Street in the charming town of Zelienople, Pennsylvania, Residential Financial Services is your trusted partner in navigating the complexities of finance. Specializing in a comprehensive range of financial services, our mission is to provide personalized financial solutions tailored to meet the unique needs of each client. Whether you're looking to secure a mortgage, plan for retirement, or manage investments, our team of experienced professionals is dedicated to helping you achieve your financial goals with confidence and clarity. At Residential Financial Services, we pride ourselves on our commitment to integrity, transparency, and exceptional customer service. Visit us today to discover how we can assist you in building a secure and prosperous financial future.

WesBanco Bank, located in the heart of Zelienople, Pennsylvania, is a trusted financial institution committed to providing top-tier banking and financial services to the local community. With a broad range of services including personal and business banking, loans, credit cards, and investment products, WesBanco aims to meet the diverse financial needs of its customers. Services Offered:

Welcome to the Citizens Bank ATM located at 105 Culvert Street in the charming town of Zelienople, Pennsylvania. At Citizens Bank, we understand that you're dedicated to keeping your financial life in check, and so are we. Our services are designed to offer financial solutions that cater to your current stage of life and beyond.

Welcome to the Citizens Bank ATM located at 100 North Main Street, Zelienople, Pennsylvania 16063, United States. As a trusted financial institution, we are dedicated to providing you with comprehensive banking solutions tailored to your unique needs and life stages. At Citizens Bank, we understand the importance of keeping your finances in check, and we're here to support you every step of the way. Our financial services are designed to help you achieve your earning potential, manage college funding, and secure a Home Equity Line of Credit with ease through Citizens FastLine®.