TOP 30 Wealth consultant in Wilkes-Barre, Pennsylvania

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Merrill Lynch Wealth Management, located at 600 Baltimore Drive in Wilkes-Barre, Pennsylvania, is a leading finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. With years of combined knowledge and experience, our financial advisors provide strategies for retirement income planning, guidance on investments, estate planning services, and more. We are committed to client satisfaction and helping you achieve your long-term financial goals. Our advisors are supported by the resources of Merrill Lynch Wealth Management and Bank of America to provide you with the best financial solutions. Through our charitable outreach, we support the communities where we live and work. Whether you are just starting your career or looking for a new opportunity, consider joining our team of dedicated advisors who receive professional training and mentoring. Trust Merrill Lynch Wealth Management to help you navigate the complexities of the financial world and reach your financial and life goals.

The Bank is a trusted financial institution located at 8 West Market Street in Wilkes-Barre, Pennsylvania. We offer a wide range of banking services to meet the needs of our customers, including checking and savings accounts, loans, mortgages, and investment options. Our friendly and knowledgeable staff are dedicated to providing personalized service and helping our customers achieve their financial goals. Visit us today to experience the convenience and reliability of banking with The Bank.

Bankers Life is a finance, health, and insurance agency located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, Washington National Insurance Company, and partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. Planning for long-term care is crucial as healthcare costs rise, and our team is here to help you prepare for the future. We are currently recruiting agents, managers, and investment professionals who are passionate about helping others achieve financial security in retirement. Our award-winning training programs and flexible schedules provide a path to success in your local branch office. Join us at Bankers Life and achieve more in your career.

PNC Private Bank is a prestigious financial institution located at 11 West Market Street in Wilkes-Barre, Pennsylvania, United States. As a leading provider of wealth management services, PNC Private Bank offers personalized financial solutions to high-net-worth individuals, families, and organizations. With a team of experienced professionals, PNC Private Bank is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, estate planning services, or customized banking solutions, PNC Private Bank is committed to providing exceptional service and expert guidance every step of the way.

Stifel is a finance institution located at 670 North River Street in Wilkes-Barre, Pennsylvania, United States. With a strong presence in the financial industry, Stifel offers a wide range of services including investment banking, wealth management, and brokerage services. The institution is committed to providing personalized financial solutions to help clients achieve their goals and secure their financial future. With a team of experienced professionals, Stifel strives to deliver top-notch service and expertise to its clients.

The Hazzouri Group at Morgan Stanley is a renowned financial institution located at 1065 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. With a team of experienced financial advisors, they offer a wide range of services including investment management, retirement planning, and wealth management. Clients can trust The Hazzouri Group to provide personalized financial solutions tailored to their individual needs and goals. With a commitment to excellence and a track record of success, The Hazzouri Group at Morgan Stanley is a trusted partner in helping clients achieve their financial objectives.

Merrill Lynch Financial Advisor Stacey A Wyandt, located at 600 Baltimore Drive, Wilkes-Barre, Pennsylvania, United States, is dedicated to managing your wealth with a deep understanding of your financial picture. Stacey Wyandt can help create a flexible strategy tailored to your goals, with access to investment insights from Merrill and banking solutions from Bank of America. With over 20 years of experience, Stacey is passionate about building strong client relationships based on trust and personalized service. By utilizing tools like Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, Stacey can help you develop a financial approach that reflects your unique needs and priorities. Whether you're planning for retirement, saving for a home, or funding a child's education, Stacey is committed to helping you achieve your goals. Reach out to Stacey Wyandt for personalized advice and guidance on managing your wealth and pursuing your financial aspirations.

Prociak & Associates is a trusted accounting and finance institution located at 1086 Pennsylvania 315 in Wilkes-Barre, Pennsylvania. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, Prociak & Associates is dedicated to helping their clients achieve their financial goals. Whether you need assistance with bookkeeping, payroll services, or investment management, you can rely on Prociak & Associates for expert advice and personalized solutions. Contact them today to learn more about how they can help you with your financial needs.

Morgan Stanley Financial Advisors is a leading finance institution located at 1065 Pennsylvania 315, Wilkes-Barre, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert wealth management services. With a strong reputation for excellence and a commitment to client satisfaction, Morgan Stanley Financial Advisors is the trusted partner you need for all your financial needs. Contact us today to schedule a consultation and start planning for a secure financial future.

The Murray Team at Morgan Stanley is a renowned finance institution located at 1065 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. With a team of experienced financial advisors, they offer a wide range of services including investment management, wealth planning, retirement planning, and more. Their commitment to providing personalized solutions and expert guidance makes them a trusted partner for individuals and businesses looking to secure their financial future. Visit The Murray Team at Morgan Stanley for all your financial needs.

Merrill Lynch Financial Advisor Ronald Douglas Coltrane, located at 600 Baltimore Drive in Wilkes-Barre, Pennsylvania, is committed to helping you manage your wealth with a personalized approach tailored to your unique financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Ronald Coltrane can help you create a flexible strategy that adapts to changing market conditions. As a part of the Merrill Lynch tradition of community involvement, Ronald Coltrane volunteers his time with organizations in the local community, demonstrating a commitment to serving others. Through the Merrill Personal Wealth Analysis™ process, he can work with you to build a personalized plan centered on your goals and aspirations, providing advice and guidance to help you achieve financial success.

Mid America Group Northeast is a leading finance institution located at 15 Public Square in Wilkes-Barre, Pennsylvania, United States. With a strong presence in the region, we offer a wide range of financial services to individuals and businesses alike. Our team of experienced professionals is dedicated to providing personalized solutions to help our clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or assistance with loans and mortgages, Mid America Group Northeast is here to help. Visit us today to learn more about how we can assist you in securing your financial future.

Hall, Mihalos, Straub & Co., LLC is an accounting and finance institution located at 1426 Wyoming Avenue in Forty Fort, Pennsylvania. Serving clients in Luzerne and Lackawanna Counties, including areas such as Wilkes-Barre, Scranton, Kingston, Mountaintop, and Dallas, our firm was founded in 1984 by experienced professionals from various backgrounds. With a focus on providing the highest level of professional services and trust, we have recently expanded our client services with the addition of two new partners. At Hall, Mihalos, Straub & Co., we specialize in consulting with clients on audit engagements, complex tax matters, wealth preservation strategies, business operations, and business management. Our team of experienced professionals has expertise in a variety of industries, including Real Estate Development, Non-Profit, Governmental, Medical Practices, Printing, Restaurants, Retail, Distributors, Insurance, Automotive, Hospitality Industry, Sports, and Recreational Facilities.

Kevin J Krugel - Financial Advisor, Ameriprise Financial Services, LLC, located at 100 Wilkes-Barre Boulevard in Wilkes-Barre, Pennsylvania, offers personalized financial advice, investments, and solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Kevin J Krugel can assist in saving for major purchases or meeting current financial needs. Background and qualification information can be found on FINRA's BrokerCheck website, and clients can access the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure for additional information. Kevin J Krugel may only conduct securities business in states where properly registered, as listed on FINRA's BrokerCheck website. The institution provides an initial consultation to discuss financial planning concepts and does not guarantee future financial results. Clients can rely on the Ameriprise Financial Website Rules and Regulations for terms of use, and Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Referrals are welcome, and clients can expect to hear from Kevin J Krugel soon to discuss their financial goals.

Russell Goodman is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 100 N Wilkes-Barre Boulevard in Wilkes-Barre, Pennsylvania, United States. He offers complimentary initial consultations to discuss financial planning concepts with residents of states in which he is properly registered. Russell Goodman specializes in helping clients achieve their financial goals and navigate the current bull market rally. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring the highest level of security and privacy for clients. Contact Russell Goodman today to schedule a consultation and learn more about how he can help you plan for a successful financial future.

Janney Montgomery Scott LLC is a finance institution located at 613 Baltimore Drive in Wilkes-Barre Township, Pennsylvania, United States. With a long history of serving clients in the financial industry, Janney Montgomery Scott LLC offers a wide range of services including investment advising, wealth management, and financial planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Trust Janney Montgomery Scott LLC to provide expert guidance and personalized solutions for all your financial needs.

Chancellor Financial Group is a leading finance institution located at 60 Public Square in Wilkes-Barre, Pennsylvania, United States. With a team of experienced financial experts, Chancellor Financial Group offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Chancellor Financial Group is dedicated to providing personalized solutions to meet your needs. Trust Chancellor Financial Group to help you navigate the complexities of the financial world and secure a prosperous future.

Patrick Lenahan - Morgan Stanley is a leading finance institution located in Wilkes-Barre, Pennsylvania. As part of the renowned Morgan Stanley brand, we provide top-notch financial services to our clients, helping them achieve their financial goals and secure their future. Our team of experienced professionals at 1065 Pennsylvania 315 is dedicated to providing personalized financial advice and investment strategies tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Patrick Lenahan - Morgan Stanley is here to help you every step of the way.

Berkshire Asset Management LLC is a finance institution located at 46 Public Square in Wilkes-Barre, Pennsylvania, United States. With a focus on providing expert financial guidance and investment management services, Berkshire Asset Management LLC aims to help clients achieve their financial goals and secure their future. The institution prides itself on its personalized approach, tailored to each client's unique needs and circumstances. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Berkshire Asset Management LLC is dedicated to helping you succeed.

Merrill Lynch Financial Advisor Stephen J Rosenthal is a finance institution located at 600 Baltimore Drive, Wilkes-Barre, Pennsylvania, United States. The Youngman, Rosenthal & Shaffer Wealth Management Group at Merrill Lynch is dedicated to providing exemplary client service and has been recognized as one of Forbes "Best-in-State Wealth Management Teams" in 2023 and 2024. With over 145 years of combined experience, the team is committed to helping clients achieve their financial goals, whether it be retirement planning, education funding, home purchasing, or estate planning. They take the time to understand each client's unique needs and design a customized wealth management plan to help them pursue their personal financial goals while managing investment risk. The institution offers personalized investment strategies and comprehensive financial solutions to address the evolving needs and priorities of clients. Merrill Lynch Wealth Management Advisors prioritize building strong client relationships based on trust and personalized service, helping clients navigate the complexities of their financial lives and achieve their goals.

Tricia Zelinka - Morgan Stanley is a finance institution located at 1065 Pennsylvania 315, Wilkes-Barre, Pennsylvania, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships based on trust and transparency, we strive to provide exceptional service and guidance to individuals, families, and businesses. Contact us today to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor Charles L Youngman is located at 600 Baltimore Drive in Wilkes-Barre, Pennsylvania, United States. This finance institution is part of the Youngman, Rosenthal & Shaffer Wealth Management Group and is supported by the global resources of Merrill. With over 145 years of combined experience, the team at Merrill Lynch is dedicated to helping clients achieve their financial goals, whether it's planning for retirement, funding education, purchasing a home, or estate planning. The advisors at Merrill Lynch focus on building strong client relationships based on trust and personalized service. They believe in using wealth to help turn goals into reality, and offer customized wealth management plans to help clients pursue their personal financial goals while managing investment risk. The institution uses the Investment Personality Assessment to understand clients better as investors and tailor financial approaches accordingly.

Wells Fargo Advisors is a finance institution located at 1230 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. As a trusted name in the financial industry, Wells Fargo Advisors offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced advisors, they provide personalized financial planning, investment management, and wealth management solutions. Whether you are looking to build your portfolio, plan for retirement, or save for the future, Wells Fargo Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

John Cyprich, Bankers Life Agent and Bankers Life Securities Financial Representative, located at 613 Baltimore Drive in Wilkes-Barre, Pennsylvania, is your go-to insurance agency for all your insurance needs. John Cyprich, a Financial Advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., offers a wide range of insurance options from core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. At John Cyprich, you can find the right Medicare Advantage plan to suit your needs. Medicare Advantage (Part C) is an all-in-one alternative to Original Medicare Parts A and B, offering similar coverage with the added benefit of prescription drug coverage (Part D). With annual maximum out-of-pocket limits and some plans offering premiums as low as $0 per month, our agents can help you compare and choose the best plan for you.

Mary Mcevoy-Dockeray - Morgan Stanley is a finance institution located at 1065 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. As a branch of the renowned Morgan Stanley, the institution offers a wide range of financial services including wealth management, investment advisory, and retirement planning. With a team of experienced financial advisors led by Mary Mcevoy-Dockeray, clients can expect personalized financial solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Mary Mcevoy-Dockeray - Morgan Stanley is dedicated to helping you achieve financial success.

The Polaris Legacy Group at Morgan Stanley is a leading financial institution located in Wilkes-Barre, Pennsylvania. Our team of experienced professionals provides personalized wealth management and investment services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, we are dedicated to helping individuals and families navigate the complexities of the financial world. Visit us at 1065 Pennsylvania 315 to learn more about how we can help you secure your financial future.

Tom Kish - Morgan Stanley is a renowned finance institution located at 1065 Pennsylvania 315, Wilkes-Barre, Pennsylvania, United States. With a strong reputation for providing top-notch financial services, Tom Kish - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. With a team of experienced professionals, they strive to help individuals and businesses achieve their financial goals and secure their future. Contact Tom Kish - Morgan Stanley today for expert financial advice and personalized solutions.

Ed Katarsky - Ameriprise Financial Services, LLC is a finance institution located at 100 Wilkes-Barre Boulevard in Wilkes-Barre, Pennsylvania, United States. They offer a wide range of financial services and certifications to help individuals with their asset management, retirement planning, estate planning, and investment needs. The institution provides services such as the AAMS™ certification, ADPA™ designation, AEP® designation, AIF® designation, APMA™ designation, AWMA℠ certification, Behavioral Financial Advisor certification, CAP® designation, CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist designation, Chartered Financial Consultant® designation, Chartered Special Needs Consultant certification, Certified Investment Management Analyst® designation, Certified Kingdom Advisor® designation, Certified in Long-Term Care program, and Chartered Life Underwriter Designation®. The institution also provides training for Certified Military Financial Advisor® designation to serve veterans and military personnel. With a focus on ethics and expertise, Ed Katarsky - Ameriprise Financial Services, LLC aims to provide comprehensive financial planning services to individuals and families.

Mark W Korlishin - Morgan Stanley is a finance institution located at 1065 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. The institution offers a wide range of financial services, including investment management, wealth management, and financial planning. With a team of experienced professionals, Mark W Korlishin - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the experts at Mark W Korlishin - Morgan Stanley can provide personalized solutions to meet your needs.

Candice S Tohme - Morgan Stanley is a finance institution located at 1065 Pennsylvania 315 in Wilkes-Barre, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing personalized financial services to help clients achieve their goals. Whether you are planning for retirement, investing for the future, or managing your wealth, we are here to help. Contact us today to schedule a consultation and learn more about how we can assist you in reaching your financial objectives.