Wealth experts in New Hope, Pennsylvania

The New Ellis Group is a leading institution located at 1 Woodside Lane in New Hope, Pennsylvania, United States. We are dedicated to providing top-notch services in the fields of finance, business consulting, and strategic planning. Our team of experts offers personalized solutions to help individuals and businesses achieve their goals and maximize their potential. With a commitment to excellence and innovation, The New Ellis Group is your trusted partner for success.

Rockwood Wealth Management is a reputable finance institution located at 6464 Lower York Road in the charming town of New Hope, Pennsylvania, United States. With a team of experienced financial advisors, Rockwood Wealth Management offers personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Rockwood Wealth Management is dedicated to providing expert guidance and tailored solutions. Trustworthy, reliable, and committed to excellence, Rockwood Wealth Management is the go-to institution for all your financial needs.

Wealth Protection Strategies is a leading financial institution located at 290 Union Square Drive in New Hope, Pennsylvania, United States. Specializing in finance, our team of experts is dedicated to helping clients safeguard and grow their assets through personalized wealth protection strategies. Whether you are looking to plan for retirement, protect your investments, or secure your financial future, our experienced professionals are here to provide you with the guidance and support you need. Contact us today to learn more about how we can help you achieve your financial goals.

Wealth Protection Strategies is a finance institution located at 290 Union Square Drive in New Hope, Pennsylvania, United States. Our team of experienced financial advisors are dedicated to helping individuals and families protect and grow their wealth through personalized strategies tailored to their unique financial goals. Whether you are planning for retirement, saving for your children's education, or looking to secure your financial future, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building your wealth protection plan.

Penn Wealth Planning LLC, located at 6444 Lower York Road in New Hope, Pennsylvania, is a finance institution that has been recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024. They offer personalized financial advice to help clients build their portfolios and confidence for the long term. The team at Penn Wealth Planning is dedicated to assisting clients in achieving their financial goals and prioritizes their long-term financial well-being. The institution offers complimentary initial consultations to discuss financial goals and provides information on important components of Social Security benefits. They also host events such as their annual FREE Shred Day, where clients can securely dispose of sensitive documents while enjoying light snacks and catching up with the team.

Welcome to SCOTT SCHOENBLUM, BHHS Fox & Roach - Your Trusted Real Estate Partner in New Hope, PA and Hopewell, NJ Located at 6319 Lower York Road, New Hope, Pennsylvania, SCOTT SCHOENBLUM, BHHS Fox & Roach is your go-to resource for all your real estate needs in both Pennsylvania and New Jersey. With a career built on honesty, integrity, and professionalism, Scott Schoenblum is dedicated to fostering strong relationships with clients and guiding them through the complexities of the real estate market.

Welcome to John Clement, BHHS Fox & Roach-New Hope, your trusted partner in real estate located in the picturesque town of New Hope, Pennsylvania. Situated at 6319 Lower York Road, our office is dedicated to providing exceptional real estate services to both buyers and sellers in the Bucks County area. With a deep understanding of the local market and a commitment to personalized service, John Clement and his team are here to guide you through every step of your real estate journey. Whether you're looking to find your dream home, sell your property, or explore investment opportunities, we offer expert advice, innovative marketing strategies, and a wealth of resources to ensure a seamless and successful experience. Visit us today and discover how we can help you achieve your real estate goals with professionalism, integrity, and a personal touch.

The First National Bank & Trust Company, located at 408 Lower York Road in New Hope, Pennsylvania, is a full-service institution offering ATM, banking, and financial services. The online banking portal has recently been redesigned for a better user experience. The Solebury branch provides personal and business banking and loan services to individuals and companies in the surrounding areas. Established in 1999, the branch is handicap accessible with drive-up banking and ATM services available. With Saturday morning hours, The First is dedicated to providing exceptional customer service to the community. As Bucks County's oldest independent community bank, The First prides itself on customer loyalty and reinvesting profits back into the local community. Branch Managers Jean Heath and Brad Kuder are available to assist with any banking needs. Visit The First National Bank & Trust Company to experience personalized banking solutions and quick decision-making from a team of experts. Please note that links on the website may redirect you to other sites, and The First is not responsible for their content. Thank you for visiting The First National Bank & Trust Company's website.

Elliot Jackson is a renowned finance institution located at 2575 Aquetong Road in New Hope, Pennsylvania, United States. With a strong reputation for providing top-notch financial services, Elliot Jackson is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management, or assistance with financial planning, Elliot Jackson's team of experts are here to guide you every step of the way. Trust Elliot Jackson to provide you with the financial solutions you need to secure a prosperous future.

The Center for Financial Strategies, located at 21 Hillside Lane in New Hope, Pennsylvania, is a leading institution specializing in accounting, finance, and insurance services. With a team of experienced professionals, we provide comprehensive financial strategies tailored to meet the unique needs of our clients. Whether you are looking for assistance with tax planning, investment management, retirement planning, or insurance coverage, our experts are here to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Parsons Capital Management LLC is a finance institution located at 1 South Sugan Road in New Hope, Pennsylvania, United States. With a focus on providing personalized financial solutions, Parsons Capital Management LLC offers a range of services including investment management, financial planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial futures. Trust Parsons Capital Management LLC to provide expert guidance and tailored strategies to help you navigate the complexities of the financial world.

Frank Policare is a financial advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road in New Hope, Pennsylvania, United States. Frank Policare holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Frank Policare's expertise in asset management, retirement planning, estate planning, insurance products, investment strategies, and financial planning for various client needs. Frank Policare is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a commitment to ethics and ongoing education, Frank Policare ensures that clients receive the highest level of service and expertise in their financial planning journey.

Gerald Barlow is a Financial Advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Gerald Barlow holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Gerald Barlow specializes in providing expert financial advice and planning services for individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and professional expertise, Gerald Barlow is dedicated to helping clients achieve their financial goals and secure their financial future.

Michelle Ford, CFP, CTS is a reputable financial institution located at 29 Bridlewood Drive in New Hope, Pennsylvania, United States. Specializing in comprehensive financial planning and investment strategies, Michelle Ford and her team offer expert advice and guidance to help clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, Michelle Ford, CFP, CTS is dedicated to providing top-notch financial services to individuals and businesses alike. Contact them today to start securing your financial future.

Pat Trauger is a financial advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Pat Trauger holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Pat Trauger offers comprehensive financial planning services for individuals and businesses, focusing on asset management, retirement planning, estate planning, insurance products, investment strategies, and more. With a commitment to ethical practices and ongoing education, Pat Trauger is dedicated to helping clients achieve their financial goals.

Mackenzie Roedel is a Financial Advisor at Ameriprise Financial Services, LLC located at 6444 Lower York Road, New Hope, Pennsylvania, United States. Mackenzie holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Mackenzie is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With expertise in various areas of financial planning, Mackenzie is committed to helping clients achieve their financial goals and secure their financial future.

MoonDance Investment Advisors, LLC is a renowned finance and legal institution located at 247 North Main Street in the charming town of New Hope, Pennsylvania, United States. With a team of experienced financial and legal experts, MoonDance Investment Advisors, LLC provides top-notch investment advice and legal services to its clients. Whether you are looking to grow your wealth or navigate complex legal matters, MoonDance Investment Advisors, LLC is dedicated to helping you achieve your goals with integrity and expertise.

Sapient Investments is a leading finance institution located at 37 Hillside Lane in New Hope, Pennsylvania, United States. With a focus on strategic investments and financial planning, Sapient Investments offers personalized services to help clients achieve their financial goals. Their team of experienced professionals provides expert guidance and innovative solutions to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or invest in the future, Sapient Investments is dedicated to helping you make informed decisions and secure your financial future.

Augenblick & Company, P.C. is a reputable accounting and finance institution located at 4 Market Place in New Hope, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, financial planning, or auditing, Augenblick & Company, P.C. is dedicated to providing top-notch service and expert advice. Visit them today to see how they can help you achieve your financial goals.

Specialization: Dr. Sarah Ellen Davis is a highly skilled obstetrician and gynecologist. She provides her expert services at UPMC Magee-Womens Specialty Services and UPMC Magee Women's Specialty at Horizon-Hermitage. Dr. Davis is affiliated with UPMC Jameson and UPMC Horizon hospitals.

Dimitrios Nacopoulos, MD, is a distinguished neurologist based at 200 Lothrop St, Pittsburgh, PA 15213, United States. As a clinical assistant professor of Neurology at the University of Pittsburgh School of Medicine, Dr. Nacopoulos brings a wealth of knowledge and expertise to his practice. He earned his medical degree from Temple University and completed his residency and fellowship at the renowned Cleveland Clinic. Certified by the American Board of Psychiatry and Neurology, Dr. Nacopoulos specializes in diagnosing and treating movement disorders such as Parkinson’s disease, tremor conditions, dystonia, ataxia, and Huntington’s disease, among other abnormal movement conditions. He is an active member of the American Academy of Neurology and the Movement Disorders Society, contributing to the field through both his clinical work and numerous publications, which can be viewed on PubMed.

Doctor, Health About Lee M. Weinberg, MD:

Business Description for William E. Saar, DO Located at 26 Nesbitt Rd Suite 151, New Castle, PA 16105, United States, William E. Saar, DO, is a distinguished orthopaedic surgeon specializing in foot and ankle care. As a fellowship-trained surgeon with Tri Rivers Musculoskeletal Centers, Dr. Saar brings a wealth of expertise to his patients. He completed his medical education at Ohio University College of Osteopathic Medicine and further honed his skills during his internship and orthopedic surgery residency at South Pointe Hospital in Cleveland. Dr. Saar's advanced training includes a fellowship in orthopaedic foot and ankle reconstruction at the Orthopedic Foot and Ankle Center in Columbus, Ohio, where he mastered minimally invasive arthroscopic ankle techniques and complex reconstructive procedures.

Dr. Erin E. Kershaw is a highly esteemed medical professional based in Pittsburgh, PA, specializing in Endocrinology, Diabetes, and Metabolism. She holds the distinguished titles of Associate Professor of Medicine, Endowed Chair of Obesity and Diabetes, and Chief of the Division of Endocrinology at a prominent medical institution. Certifications:

Dr. Joon Yung Lee, MD, is a highly esteemed spine surgeon specializing in cervical, thoracic, and lumbar spine surgery. With a summa cum laude degree from the University of California, Berkeley, and a medical degree from Yale Medical School, Dr. Lee brings a wealth of knowledge and expertise to his practice. He completed his orthopaedic surgery residency at UPMC and a fellowship in spine surgery at the Rothman Institute-Thomas Jefferson University in Philadelphia. Dr. Lee is proficient in both standard surgical techniques and innovative procedures, including minimally invasive spine surgery, disc replacement, and microsurgical decompression. His dedication to advancing the field is evident through his research at prestigious institutions like the National Institutes of Health, Yale Medical School Research Laboratories, and the Orthopaedic Research Laboratory at the University of Pittsburgh. He has authored numerous articles and delivered lectures on various spinal conditions and treatments.

Business Description for Jessica L Glass, OD Located at 1603 Carmody Ct Ste 104, Sewickley, PA 15143, United States, Jessica L Glass, OD, is a distinguished optometrist practicing at the renowned UPMC Vision Institute. Dr. Glass brings a wealth of expertise and a compassionate approach to eye care, making her a trusted provider in the community.

In the dynamic real estate market of 2023, Krista Lorenzo has distinguished herself as a top-tier realtor with unparalleled results. Her listings typically sell within just 10 days, a stark contrast to the West Penn MLS average of 55 days. Moreover, Krista's sellers often receive an impressive 102% of their asking price, significantly higher than the West Penn MLS average of 97%.

Business Description for Jason J. Vasses, PA-C Located at 9104 Babcock Blvd Ste 2120, Pittsburgh, PA 15237, Jason J. Vasses, PA-C, is a highly regarded healthcare provider specializing in orthopedic surgery. As a certified physician assistant by the National Commission on Certification of Physician Assistants, Jason brings a wealth of expertise and compassionate care to his patients. He practices at Tri Rivers Musculoskeletal Centers and is affiliated with UPMC Passavant, ensuring access to top-notch medical resources and facilities.

William E. Saar, DO - Expert Orthopaedic Surgeon in Butler, PA Located at 142 Clearview Circle, Butler, PA 16001, William E. Saar, DO, is a highly regarded orthopaedic surgeon specializing in foot and ankle care. As a fellowship-trained specialist with Tri Rivers Musculoskeletal Centers, Dr. Saar brings a wealth of expertise and compassionate care to his patients.

Business Description for Yuriy Zamota, DO Located at 1 Memorial Dr, Oil City, PA 16301, United States, Yuriy Zamota, DO is a distinguished medical practitioner specializing in sports medicine and family medicine. Certified by the American Osteopathic Board of Family Physicians in both family medicine/OMT and sports medicine, Dr. Zamota brings a wealth of expertise and compassionate care to his patients.