TOP 30 Wealth generation in York, Pennsylvania

25 results found

Conte Wealth Advisors, LLC is a finance institution located at 1423 East Market Street in York, Pennsylvania, United States. At Conte Wealth Advisors, we understand that no two clients are the same, which is why we believe in creating personalized financial strategies for each individual. Our team of dedicated financial advisors prioritize the needs of our clients and work to build long-lasting financial plans that align with their goals and values. Through our thorough financial planning process, we take the time to understand what is important to you and your family, allowing us to provide clear and detailed plans tailored to your specific needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, our experienced team is here to help guide you through every stage of life's journey.

Dane Burkholder is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 3995 East Market Street in York, Pennsylvania, United States. Dane 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, 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 demonstrate Dane's expertise in asset management, investment strategies, retirement planning, estate planning, fiduciary practices, portfolio management, and financial analysis. Dane is committed to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients. Contact Dane Burkholder for comprehensive and personalized financial planning solutions.

Encompass Wealth & Legacy Planning is a leading financial institution located at 6220 Lower York Road in New Hope, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing comprehensive financial planning and wealth management services to help our clients achieve their financial goals and secure their legacy for future generations. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Encompass Wealth & Legacy Planning is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

Penn Wealth Planning - Ameriprise Financial Services, LLC is a finance institution located at 6444 Lower York Road in New Hope, Pennsylvania, United States. Recognized as one of the Forbes Best-in-State Wealth Management Teams in 2024, we offer personalized financial advice to help build our clients' portfolios and confidence for the long term. Our team is committed to helping clients achieve their financial goals and navigate the uncertainties of the market. We invite you to schedule a complimentary initial consultation to discuss your financial objectives and learn more about our services. In addition to financial planning, we also host events such as our annual FREE Shred Day to help protect your privacy and provide a convenient service for the community. During these events, we offer drive-up shredding services and light snacks for you to enjoy while catching up with our team.

New York Life, located at 928 Church Street in Honesdale, Pennsylvania, is a reputable insurance agency offering a variety of permanent policies with guaranteed benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest in the market. They provide support for everyday tasks, income replacement in case of illness or injury, professionally managed investments, and guidance for estate planning. With over 12,000 agents nationwide, New York Life offers best-in-class products and solutions to help secure your financial future. Their commitment to diversity, responsibility, and service has earned them recognition as an industry leader. Whether you're just starting to plan for your financial future or need help with a complex situation, New York Life can tailor their solutions to meet your needs. They also give back to the community through charitable donations and volunteer hours, making a positive impact at both local and national levels. With a diverse workforce that reflects the communities they serve, New York Life is dedicated to helping families thrive and achieve financial security.

Welcome to BNY Wealth Pittsburgh PA, your trusted partner in wealth management and financial services. Located in the iconic BNY Mellon Center in the heart of Pittsburgh, our office stands as a testament to our deep-rooted commitment to the community and our clients. With a heritage tracing back to the founding of Mellon Bank in 1869, our Pittsburgh office combines historical legacy with modern financial acumen.Our Expertise:For over 240 years, BNY Wealth has been dedicated to helping successful individuals and families build, manage, and sustain their wealth through various market cycles. Our seasoned professionals, with more than 200 years of combined industry experience, offer a comprehensive range of services tailored to meet the unique needs of each client. These services include:- Investing: Crafting personalized investment strategies to grow and preserve wealth. - Borrowing: Providing tailored lending solutions to support your financial goals. - Spending: Advising on effective spending strategies to maintain financial health.

BNY Mellon Wealth Management Erie, located at 100 State Street in Erie, Pennsylvania, is a premier financial services firm dedicated to helping clients grow and protect their wealth. As part of America's first bank, with a legacy spanning over 240 years, BNY Mellon brings unparalleled expertise and a deep understanding of the financial landscape to its clients. Under the insightful leadership of Sinead Colton Grant, the Chief Investment Officer, BNY Mellon Wealth Management provides a forward-thinking perspective on the market, as evidenced by our comprehensive mid-year 2024 outlook. We believe that in the realm of investing, the focus should not only be on what you earn but also on what you can preserve and grow over time.

Merrill Lynch Private Wealth Advisor Derek S. Jancisin, located at 600 Grant St, 49th Floor, Pittsburgh, PA, is dedicated to empowering prosperity and simplifying wealth management for a select clientele. Our mission is to transform complex financial landscapes into seamless, straightforward pathways, ensuring a legacy of stability and growth. We work closely with individuals, families spanning multiple generations, business owners, and executives, using a goals-based wealth management approach to put our clients at the center of every personalized strategy.

Merrill Lynch Private Wealth Advisor Gennaro R DiSilvio is dedicated to empowering prosperity and simplifying wealth for a select clientele. Located in the heart of Pittsburgh, PA, our office on the 49th floor of 600 Grant St is a beacon of financial expertise and personalized service. We specialize in transforming complex financial landscapes into seamless, straightforward pathways, ensuring a legacy of stability and growth for individuals, families, business owners, and executives.

Castle Hill Capital is a finance institution located at 1810 East Market Street in York, Pennsylvania, United States. With a focus on providing expert financial services and investment solutions, Castle Hill Capital is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, the team at Castle Hill Capital is committed to providing personalized and comprehensive financial advice. Trust in Castle Hill Capital to guide you towards a secure financial future.

Kitzmiller Financial Group is a leading finance institution located at 1406 3rd Avenue in York, Pennsylvania, United States. With a reputation for excellence in financial services, Kitzmiller Financial Group offers a wide range of services including investment management, retirement planning, estate planning, and more. Our experienced team of financial experts is dedicated to helping clients achieve their financial goals and secure their future. Contact us today to learn more about how Kitzmiller Financial Group can help you navigate the complexities of the financial world.

Carr Financial Services, Inc is a reputable finance institution located at 1216 Perry Lane in York, Pennsylvania, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized and efficient solutions to meet the unique needs of our clients. Whether you need assistance with investments, retirement planning, or insurance, Carr Financial Services, Inc is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Jacob Mendoza is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 3995 East Market Street in York, Pennsylvania. With years of experience in the finance industry, Jacob provides personalized financial planning and investment advice to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Jacob Mendoza can help you create a customized financial strategy that aligns with your unique needs and aspirations. Contact Jacob Mendoza today to schedule a consultation and take the first step towards securing your financial future.

Merrill Lynch Financial Advisor Christian Kelly is located at 180 Fort Couch Road in Upper Saint Clair, Pennsylvania, United States. Christian Kelly is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management, with various registrations and designations in the finance industry. He was honored by Forbes as one of America’s Top Next Generation Wealth Advisors in 2023. Christian focuses on helping clients grow and preserve their wealth through customized strategies in investment selection, portfolio design, and risk management. With access to tools from Merrill and Bank of America, he assists clients with all aspects of their financial lives. Christian brings valuable technical experience from his time in Merrill’s investment banking division in New York City. He graduated Magna Cum Laude from Claremont McKenna College with a degree in Economics. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™ and aims to help clients achieve their goals and priorities over time. The institution's approach is built around understanding each client's personality and life priorities to create a customized financial plan. The institution values building a one-on-one relationship with each client and providing guidance on financial decisions and market changes. Christian Kelly and his team are dedicated to helping clients reach their financial goals and navigate the complexities of the financial world.

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.

Robert G Karalius, Financial Advisor at Karalius & Associates Insurance and Financial Services, LLC, is located at 555 East City Avenue, Bala Cynwyd, Pennsylvania, United States. This institution specializes in finance and insurance services, with a focus on providing world-class financial solutions to help successful individuals enhance and preserve their wealth. With over 30 years of experience, Karalius and Associates believe in the mindset of achieving financial success and offer personalized services to help clients reach their goals. The team at Karalius and Associates, including Robert G. Karalius, Patricia M. Andris, Mark C. Weller, Dominick DiNofa, Donna H. Bolno, and Christopher Williams, are licensed to sell insurance through New York Life Insurance Company and other independent insurance companies in various states. They also offer securities products and services through NYLIFE Securities LLC, as well as advisory services through Eagle Strategies LLC.

JNJ Financial Group is a finance and insurance agency located at 8110 Old York Road in Elkins Park, Pennsylvania, United States. Our team of experienced professionals, including Trust & Tax Professionals, work together to help businesses and individuals achieve their financial goals. We specialize in building Asset Maps to provide a comprehensive view of your financial picture, allowing you to make informed decisions about your future. With a focus on trust and understanding, we are dedicated to helping you build a solid financial succession plan. Let us guide you towards a secure financial future.

Welcome to Renew Vitality Testosterone Clinic of Pittsburgh, located at 5655 Bryant St Ste 113A, Pittsburgh, PA 15206. As a premier destination for men's health in the Pittsburgh area, Renew Vitality specializes in testosterone replacement therapy (TRT) and offers a range of services designed to improve men's overall health and vitality. At Renew Vitality, we understand the significant impact that low testosterone levels can have on your quality of life. Our mission is to help you reclaim your energy, strength, and libido through personalized hormone replacement therapy. Our team of specialists is dedicated to creating customized treatment plans tailored to meet your unique needs, ensuring a comprehensive approach to improving both your physical and mental well-being.

Agostini Dennis DO is a distinguished health practice located in Erie, Pennsylvania, committed to providing exceptional osteopathic medical care. Situated at 1858 W Grandview Blvd, this practice is dedicated to enhancing the overall well-being of its patients through a holistic approach to medicine.

You Pick Entertainment is your go-to source for live music entertainment in Pittsburgh, PA. Specializing in events ranging from weddings and corporate functions to live music venues, we ensure that your event is unforgettable with our high-energy performances and versatile music selections. Our Offerings:

The BNY Mellon Pittsburgh Airport Hangar, located at 200 Walters Drive in Coraopolis, Pennsylvania, serves as a pivotal facility within the aviation and financial services landscape. As part of BNY Mellon, a global leader in investment management and investment services, this hangar underscores the firm's commitment to operational excellence and community engagement.

At Merrill Lynch, Financial Advisor Andrew "Drew" Morrison and the Kish Morrison Group are dedicated to providing comprehensive wealth management services tailored to meet the unique needs of each client. Located in the heart of Pittsburgh, PA, our team offers insights on market trends and strategies to navigate potential opportunities and risks, all within a quick 15-minute consultation.Our Philosophy:We believe true wealth management extends beyond mere investment. Our holistic approach focuses on designing financial strategies that align with your most important goals, not just for your lifetime, but for generations to come. Whether you are accumulating wealth or looking to preserve it, we provide personalized attention and high-touch service to both high-net-worth clients and the emerging affluent. Core Principles:- Investment Manager Selection: We choose managers with consistent, favorable risk-adjusted returns and a tenure of five to ten years or more. - Asset Allocation: We believe asset allocation is the most crucial determinant of long-term investment returns. - Market Timing: We do not attempt to time the markets.

At Merrill Lynch Financial Advisor Michelle Kish, we pride ourselves on providing expert financial advice and comprehensive wealth management services to individuals and families in all stages of their financial journey. Located in the heart of Pittsburgh, PA, our team at the Kish Morrison Group believes that true wealth management extends beyond mere investment strategies. We adopt a holistic approach to help you design financial plans that are aligned with your most significant life goals, not just for your lifetime but for generations to come.Our Philosophy: Our investment philosophy is grounded in core principles that prioritize risk-adjusted returns, long-term asset allocation, and tax efficiency. We carefully select investment managers with consistent performance records and emphasize a total return approach that includes both price appreciation and income generation. We avoid market timing and focus on creating strategies that are resilient and adaptable.Services Offered:

Welcome to Talen Energy - Lower Mount Bethel Power Plant Located at 6079 Depues Ferry Road in Bangor, Pennsylvania, Talen Energy's Lower Mount Bethel Power Plant is a key part of our commitment to generating safe, reliable power while leading the transition to cleaner energy solutions. As one of North America's largest independent power producers, Talen Energy is dedicated to delivering maximum value per megawatt of energy, ensuring that we meet the needs of our people, communities, and stakeholders.

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.