TOP 30 Wealth management experts in Natrona Heights, Pennsylvania

Edward Jones - Financial Advisor: Gregg T Defilippi, CFP®|AAMS™ is a reputable financial institution located at 2207 Freeport Road in Natrona Heights, Pennsylvania. As a Certified Financial Planner and Accredited Asset Management Specialist, Gregg T Defilippi offers expert financial advice and personalized investment solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals, families, and businesses. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Gregg T Defilippi and his team are dedicated to helping you secure a strong financial future.

New York Life, located at 2318 Freeport Road, Natrona Heights, Pennsylvania, is an insurance agency offering a wide range of permanent policies with guaranteed death 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 your policy's cash value in the market. The institution provides assistance in paying for everyday tasks, replacing lost income due to sickness or injury, and offers professionally managed investments with potential market gains. New York Life also offers bundled investments with low fees, education expense coverage, and the ability to receive income for as long as needed. Their expert agents can help you create a tailored life insurance solution, and with over 12,000 agents nationwide, you can choose one dedicated to addressing your unique needs. The institution has a strong commitment to community support, charitable giving, and diversity in their workforce. With a mission to make the world a better place, New York Life offers resources, tools, and financial calculators to help you prepare for the future. Visit New York Life to learn more about their industry-leading products, services, and commitment to their customers and communities.

Dr. Vijay K. Gulati, MD, is a distinguished general and interventional cardiologist, certified in cardiovascular diseases and interventional cardiology by the American Board of Internal Medicine. Serving as an assistant professor of medicine at the University of Pittsburgh School of Medicine, Dr. Gulati brings a wealth of knowledge and experience to his practice.