TOP 30 Trusts and estates in Wayne, Pennsylvania

45 results found

Merrill Lynch Financial Advisor James I Toth, located at 724 West Lancaster Avenue in Wayne, Pennsylvania, is a prestigious finance institution that has been recognized for its exemplary client service. James I Toth has been featured in Barron's "Top 1,200 Financial Advisors: State-by-State" multiple times, as well as Forbes' "Best-in-State Wealth Advisors" and "Best-in-State Next-Generation Wealth Advisors" lists. With the support of Merrill's global resources, James and his team are dedicated to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, James I Toth focuses on understanding his clients' family, goals, and priorities to create personalized financial plans that help them pursue their financial goals while managing investment risk. By providing access to Merrill's investment insights and banking solutions from Bank of America, James helps his clients develop strategies to address their financial needs and adapt to changing life circumstances.

Mercer Advisors Wealth Management is a finance institution located at 100 West Matsonford Road in Wayne, Pennsylvania, United States. At Mercer Advisors, we believe in helping successful individuals transition from wealth builders to wealth enjoyers. Our team of experts offers a comprehensive approach to wealth management, including financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. Our wealth advisors in the Radnor area are dedicated to helping you connect all the financial dots in your life, ensuring that your wealth is protected and grown effectively. With a focus on personalized service and a fiduciary responsibility, our advisors are here to make your financial goals a reality. From retirement planning to investment management, our team has the expertise to guide you towards financial success. Whether you're planning for the future or looking to enjoy the fruits of your labor, Mercer Advisors is here to help you achieve your financial goals.

TIFF Advisory Services, Inc. is a finance institution located at 170 North Radnor Chester Road in Wayne, Pennsylvania, United States. With a focus on providing expert financial advice and services, TIFF Advisory Services, Inc. is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management, the experienced team at TIFF Advisory Services, Inc. is committed to providing personalized solutions tailored to your specific needs. Trust TIFF Advisory Services, Inc. to help you navigate the complex world of finance with confidence and ease.

Merrill Lynch Financial Advisor Matthew T. Colflesh, located at 724 West Lancaster Avenue, Wayne, Pennsylvania, United States, is a finance institution that specializes in addressing the investing and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. Matthew T. Colflesh is a Certified Financial Planner™ professional with extensive experience in Wealth Management and Executive Benefits Consulting. He is dedicated to working closely with clients to determine their needs and craft customized financial strategies to help them pursue their goals. Recognized as one of Forbes "Best-in-State Wealth Management Teams" in 2024, Matthew and his team at Merrill Lynch Wealth Management are committed to providing exemplary client service and building strong client relationships based on trust and personalized service. With access to the global resources of Merrill, Matthew's team is comprised of talented and experienced individuals who are dedicated to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Carl G Gordinier is a trusted finance institution located at 724 West Lancaster Avenue, Wayne, Pennsylvania, United States. They believe in starting every relationship with a conversation to help identify and prioritize your goals. Drawing upon research in behavioral finance, they offer the Investment Personality Assessment to better understand your investing preferences. Their team is committed to building long-term client relationships and providing insights, observations, and ideas to help you achieve your financial goals. They offer personalized financial planning, estate planning, and guidance during market volatility. Merrill Lynch advisors have received recognition from financial industry publications for exemplary client service. Their team, supported by global resources, is dedicated to building strong client relationships based on trust and personalized service. They offer exclusive events and resources to help you stay informed and achieve your financial goals. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Carl G Gordinier is committed to helping you navigate the complexities of your financial life and reach your goals.

Junto Wealth LLC is a financial institution located at 656 E Swedesford Road, Wayne, Pennsylvania, United States. We are financial life planners dedicated to helping you achieve the highest return on life. Our goal is to be your financial friend on life's journey, valuing your story over just your numbers. Money is seen as a tool to make a fulfilling life, rather than the other way around. Inspired by Benjamin Franklin's Junto, we strive for collaboration and helping others reach their potential. Facing a world of problems, internal struggles, and transitional life events, we believe in making Essential Promises for success across the Financial Pillars. Trusts can make families wealthier and healthier, so organizing your financial matters now is crucial. Our Client Service SYSTEM, utilizing both digital and traditional methods, is designed to save you stress, time, energy, and money.

Merrill Lynch Financial Advisor Leah Lezanic, located at 724 West Lancaster Avenue in Wayne, Pennsylvania, offers personalized financial planning services to professionals, business owners, and families across over 20 states in the US. Leah Lezanic, a member of The Lezanic Team, holds Series 7 and Series 66 registrations, as well as a Chartered Retirement Planning Counselor™ designation. With over 20 years of investment experience, the team at Merrill Lynch focuses on building strong client relationships based on trust and personalized service. Leah Lezanic works closely with clients to understand their goals and priorities, designing and implementing personalized plans to help them pursue financial success while managing investment risk. With access to the global resources of Merrill Lynch and banking solutions from Bank of America, Leah Lezanic and her team are dedicated to helping clients achieve their financial goals through customized investment approaches. Whether planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Wealth Management Advisors are committed to helping clients navigate the complexities of their financial lives and pursue their aspirations. Contact Leah Lezanic today to start building a personalized financial plan tailored to your unique needs and priorities.

Merrill Lynch Financial Advisor Mary Saidis Thompson is a prestigious finance institution located at 724 West Lancaster Avenue, Wayne, Pennsylvania, United States. Recognized by financial industry publications and Bank of America Corporation, our team of talented and experienced individuals is dedicated to providing exemplary client service. Our advisors have been ranked in Barron's "Top 1,200 Financial Advisors: State-by-State" and Forbes "Best-in-State Wealth Advisors" multiple times, showcasing our commitment to excellence. At Merrill Lynch Wealth Management, our mission is to understand you and your financial goals, whether it's planning for retirement, saving for a home, or funding a child's education. We believe in creating personalized financial strategies that reflect your unique needs and priorities, utilizing the investment insights of Merrill and banking solutions from Bank of America. With a focus on building strong client relationships based on trust and personalized service, we are here to help you navigate the complexities of your financial life and achieve your goals.

ARCHER TAX & FINANCIAL GROUP, PC is a renowned finance institution located at 512 Lancaster Avenue, Wayne, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, financial planning, and investment management. Their personalized approach and commitment to client satisfaction make them a trusted partner for individuals and businesses looking to achieve their financial goals. Whether you need help with tax compliance or wealth management, ARCHER TAX & FINANCIAL GROUP, PC is dedicated to providing expert guidance and support every step of the way.

Coldwell Banker Realty - North Hills is a premier real estate agency situated in the vibrant community of Pittsburgh, PA. Conveniently located at 9600 Perry Hwy STE 100, our office serves a broad spectrum of neighborhoods and townships across the region. Our extensive service area includes but is not limited to Adams Township, Allegheny Center, Allison Park, Ambridge, Apollo Boro, Avalon, Bakerstown, Bedford Dwellings, Bellevue, Ben Avon, Blairsville Area, Bradford Woods, Butler City, Cranberry Township, Economy, Franklin Park, Gibsonia, Harmony Boro, Mars Boro, McCandless, North Fayette, Pine Township, Ross Township, Sewickley, Shaler, Wexford, and Zelienople, among many others.

Huffman & Huffman is a reputable local business situated at 128 W Wayne St, Waynesburg, PA 15370, United States. Known for its commitment to quality and customer satisfaction, Huffman & Huffman offers a range of specialized services tailored to meet the needs of the Waynesburg community and surrounding areas. Whether you're looking for expert advice, reliable services, or top-notch products, this business prides itself on delivering excellence with a personal touch. The dedicated team at Huffman & Huffman is always ready to assist clients with their unique requirements, ensuring a friendly and professional experience every time. Visit Huffman & Huffman to discover why they are a trusted name in the local business landscape.

Welcome to Sollenne Homes, your premier general contractor located at 845 Goose Pond Road, Lake Ariel, Pennsylvania. With over 30 years of experience, we specialize in turning your visions into reality by building timeless, custom properties in the picturesque Pocono region. Our dedicated team is committed to providing a seamless home-building experience from start to finish, ensuring that every detail reflects your personal style and needs. At Sollenne Homes, we pride ourselves on delivering top-tier expertise and personalized elegance, whether you're seeking a peaceful vacation retreat or the perfect forever home. Our Pocono home builder team will guide you through every step of the process, from the initial concept to the moment you step into your completed sanctuary. We are passionate about creating spaces that inspire and cater to your every desire.

Welcome to Anns Construction Co., your trusted partner in building quality custom homes, renovations, and additions in the picturesque Lake Wallenpaupack Pocono Region and surrounding areas. Located at 105 Bear Trap Mountain Terrace, Greentown, Pennsylvania, we have proudly served the communities of Pike County, Wayne County, and Monroe County in Northeast Pennsylvania for the past 49 years. As a recognized leader in the industry, Anns Construction Co. is dedicated to exceeding our customers’ expectations by delivering exceptional craftsmanship and personalized service. We understand that home is where we spend the most time with the most important people in our lives. That’s why we approach every project with the care and attention to detail as if it were our own home.

Welcome to RGB Custom Home Builders, your premier choice for custom home construction in the heart of the Pocono Mountains. Located at 507 Seven Bridge Road, East Stroudsburg, Pennsylvania, we are a dedicated general contractor and real estate agency committed to turning your dream home into a reality. Since 1986, RGB Custom Home Builders has been crafting quality homes throughout the Pocono region. Our legacy of excellence is backed by over 130 awards and the trust of countless satisfied homeowners. Our reputation as "A Builder to Believe In" is built on a foundation of quality, integrity, and responsiveness. We believe that these core values are essential not just for constructing superior homes, but also for building lasting relationships with our clients.

Welcome to Bonnie LaFe Real Estate Agency, your trusted partner in navigating the vibrant real estate landscape of Milford, Pennsylvania, and the surrounding areas. Located at 209 East Harford Street, Milford, PA 18337, our agency is dedicated to providing personalized and professional services to help you achieve your real estate goals. With a career spanning over three decades, Bonnie LaFe has established herself as a top Realtor in Pike County and Wayne County since 1991. Bonnie's deep understanding of the local market, coupled with her commitment to excellence, makes her the ideal choice for both buyers and sellers. Specializing in the towns of Milford, Matamoras, Millrift, Westfall, Shohola, Dingman Township, Delaware Township, and the picturesque Lake Wallenpaupack area, Bonnie is your go-to expert for all your real estate needs.