TOP 10 Wealth management services in North East, Pennsylvania

25 results found

North Star Strategic Wealth Partners is a leading financial institution located in Pittsburgh, Pennsylvania. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. From investment planning to retirement strategies, we offer a wide range of services tailored to meet the individual needs of each client. Visit us at 3000 McKnight East Drive to learn more about how we can help you navigate the complexities of the financial world and secure your financial future.

Kelly Eckenrode-Berkshire Hathaway Home Services is a premier real estate agency located at 730 Parkwood Dr, Cranberry Township, PA 16066, United States. With deep roots in Pittsburgh, Kelly Eckenrode brings a wealth of local knowledge and experience to the real estate market. A proud graduate of North Hills High School, the University of Pittsburgh, and Boyd Business School, Kelly has been a dedicated Realtor in the Cranberry office since January 2001. Specializing in residential properties, Kelly serves Northern Allegheny, Southern Butler, and Beaver Counties. Her areas of expertise also extend to investment properties in South Side, East Side (including Oakland, Shadyside, Lawrenceville, and Bloomfield), and Uptown. Kelly’s business thrives on referrals, allowing her to maintain a manageable client base and offer personalized service.

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.

Thrivent Financial-Lutherans is a Fortune 500 financial services institution located at 11131 East Law Road, North East, Pennsylvania, United States. They believe in providing everyone with a financial plan they can be confident about, starting with the right financial advisor. Their services include matching clients with resources based on their financial concerns, creating personalized strategies to help achieve goals, and offering a free virtual coaching service called Money Canvas™ to build healthier money habits. Whether you are just starting out, building a foundation, or nearing retirement, Thrivent's financial advisors are there to help you navigate life's challenges and opportunities. They offer charitable planning options and generosity programs to help clients give back to their communities. With $162 billion in assets under management/advisement, Thrivent is rated by AM Best, Moody’s Investors Service, and S&P Global Ratings.

Edward Jones - Financial Advisor: Joellen T Nelson, AAMS™ is a reputable financial institution located at 69 East Main Street in North East, Pennsylvania, United States. Specializing in providing personalized financial planning and investment services, Joellen T Nelson, AAMS™ is dedicated to helping individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can expect expert guidance and support in navigating the complexities of the financial market. Contact Edward Jones - Financial Advisor: Joellen T Nelson, AAMS™ today to start your journey towards a secure financial future.

Courtney L. Crain, MD, FACOG, is a distinguished Pediatric and Adolescent Gynecologist based in Erie, PA. Located at 118 E 2nd St W1150, Erie, PA 16507, Dr. Crain practices at the UPMC Children’s Hospital of Pittsburgh, bringing a wealth of expertise and compassionate care to her patients. Dr. Crain is board-certified in obstetrics and gynecology by the American Board of Obstetrics and Gynecology. She received her medical degree from the Marshall University Joan C. Edwards School of Medicine, where she also completed her residency in obstetrics and gynecology. Further honing her skills, Dr. Crain underwent fellowship training in pediatric and adolescent gynecology at Baylor School of Medicine at Texas Children's Hospital in Houston.

Olivia B Caragein, PA-C, is a highly regarded healthcare provider located at 320 E North Ave, Pittsburgh, PA 15212, United States. Specializing in comprehensive medical care, Olivia B Caragein, PA-C, is dedicated to offering personalized and compassionate health services to the Pittsburgh community. As a certified Physician Assistant, she brings a wealth of knowledge and expertise to her practice, ensuring that each patient receives the highest standard of care. Whether you need routine check-ups, management of chronic conditions, or preventive health advice, Olivia B Caragein, PA-C, is committed to helping you achieve and maintain optimal health. Visit her practice to experience professional and attentive medical care tailored to your individual needs.

The American Parkinson Disease Association (APDA) is a dedicated health organization located in Pittsburgh, PA, committed to improving the lives of those impacted by Parkinson’s disease (PD). Situated at 490 E North Ave, Suite 500, our mission is to provide support, education, and resources to the PD community while also funding vital research aimed at uncovering the mysteries of Parkinson’s and ultimately finding a cure.

Mark T. Wassell, Esq. is a distinguished lawyer located at 120 W 10th St, Erie, PA 16501, United States. Practicing under the esteemed law firm Knox McLaughlin Gornall & Sennett, P.C., Mark T. Wassell brings a wealth of knowledge and expertise to the legal field. The firm, with a legacy of over 65 years, is renowned for delivering practical and effective legal solutions tailored to the needs of businesses, families, public entities, and nonprofit organizations. In addition to his legal practice, Mark T. Wassell, Esq. is associated with services that encompass content management, website design, e-commerce, and web development, catering to the dynamic needs of clients in Erie, Pennsylvania. Whether you require comprehensive legal counsel or innovative digital solutions, Mark T. Wassell, Esq. and Knox McLaughlin Gornall & Sennett, P.C. are dedicated to providing exceptional service and support to help you achieve your goals.

Timothy M. Zieziula, Esq. is a distinguished legal professional based in Erie, Pennsylvania, operating from the reputable law firm Knox McLaughlin Gornall & Sennett, P.C., located at 120 W 10th St, Erie, PA 16501. With a legacy spanning over 65 years, Knox McLaughlin Gornall & Sennett, P.C. has been a cornerstone in providing comprehensive legal solutions to a diverse clientele, including businesses, families, public entities, and nonprofit organizations. Timothy M. Zieziula, Esq. brings a wealth of expertise and a commitment to delivering practical and effective legal counsel. The firm’s broad spectrum of services encompasses content management, website design, e-commerce, and web development, making it a versatile partner for modern legal and technological needs in the Erie region. Whether you require assistance with corporate law, family matters, or digital business solutions, Timothy M. Zieziula, Esq. and the dedicated team at Knox McLaughlin Gornall & Sennett, P.C. are equipped to provide the guidance and support you need to navigate today’s complex legal landscape.

Aurora L. Hardin, Esq. is a distinguished legal practitioner based in Erie, PA, specializing in complex civil litigation. Located at 120 W 10th St, Aurora brings her extensive expertise to both state and federal courts, handling a diverse array of legal matters. Her practice areas include contract disputes, business litigation, trust and estate conflicts, labor and employment litigation, constitutional law, personal injury cases, and landlord-tenant disputes. Additionally, Aurora offers specialized advisory services to school districts, particularly in the areas of special education and Title IX compliance.

Julie Hobbs, MA, is a distinguished healthcare professional located at 420 E North Ave #402, Pittsburgh, PA 15212, United States. Specializing in providing comprehensive medical care, Julie Hobbs brings a wealth of knowledge and expertise to the local community. As a dedicated and compassionate doctor, she offers a range of health services tailored to meet the unique needs of her patients. Whether you are seeking routine check-ups, managing chronic conditions, or addressing specific health concerns, Julie Hobbs, MA, is committed to delivering personalized and effective care. Her practice is known for its patient-centered approach, ensuring that each individual receives the attention and treatment they deserve. Visit Julie Hobbs, MA, for exceptional healthcare services in a welcoming and professional environment.

Located at 314 E North Ave in Pittsburgh, PA, Diane Wentling, PA-C is a trusted healthcare provider dedicated to offering exceptional medical care to the community. As a certified Physician Assistant, Diane Wentling brings a wealth of knowledge and experience to her practice, ensuring patients receive comprehensive and compassionate care. Specializing in a wide range of health services, Diane Wentling, PA-C focuses on personalized treatment plans tailored to meet the unique needs of each patient. Whether you require routine check-ups, management of chronic conditions, or acute medical care, you can trust Diane Wentling to deliver top-notch medical attention.

William B. Helbling, Esq. - Expert Legal Services in Erie, PA Located at 120 W 10th St, Erie, PA 16501, William B. Helbling, Esq. is a distinguished law practice dedicated to providing exceptional legal services. Specializing in a broad spectrum of legal areas, Bill Helbling brings extensive expertise and a wealth of experience to his clients.

Welcome to the First National Bank ATM located at 490 East North Avenue in Pittsburgh, Pennsylvania. Our ATM provides convenient access to your banking needs, offering a range of financial services at the touch of a button.

Bryan G. Baumann, Esq. is a distinguished legal practitioner based in Erie, Pennsylvania, operating from the esteemed address of 120 W 10th St, Erie, PA 16501. As a part of Knox McLaughlin Gornall & Sennett, P.C., a renowned full-service law firm, Bryan G. Baumann brings a wealth of experience and expertise to his clients. With over 65 years of history, the firm has been a cornerstone in providing practical legal solutions tailored to the diverse needs of businesses, families, public entities, and nonprofit organizations. In addition to its robust legal services, Knox McLaughlin Gornall & Sennett, P.C. offers a suite of digital solutions including content management, website design, e-commerce, and web development services. This combination of legal acumen and technological proficiency ensures that clients in Erie, Pennsylvania, receive comprehensive support in navigating both legal and digital landscapes. Whether you're seeking legal counsel or innovative digital solutions, Bryan G. Baumann, Esq. and his team are committed to delivering exceptional service and results.

Frances A. McCormick, Esq. is a distinguished lawyer located at 120 W 10th St, Erie, PA 16501, United States. As a part of the renowned Knox McLaughlin Gornall & Sennett, P.C. law firm, Frances A. McCormick brings a wealth of expertise and a commitment to delivering practical and effective legal solutions. With over 65 years of service, Knox McLaughlin Gornall & Sennett, P.C. has established a strong reputation for assisting businesses, families, public entities, and nonprofit organizations in Erie, Pennsylvania. In addition to traditional legal services, Frances A. McCormick and the firm are well-versed in content management, website design, e-commerce, and web development services. This unique combination of legal and technical expertise ensures that clients receive comprehensive support tailored to their specific needs. Whether you require assistance with complex business transactions, family law matters, or digital presence management, Frances A. McCormick, Esq. is dedicated to providing exceptional service and practical solutions.

Dr. Ricky Kauser - Expert Medical Care in Pittsburgh, PA Located at 320 E North Ave, Pittsburgh, PA 15212, Dr. Ricky Kauser is a dedicated healthcare professional affiliated with Allegheny Health Network (AHN). Specializing in comprehensive medical care, Dr. Kauser is committed to treating patients as whole individuals, addressing not just their immediate health concerns but their overall well-being.

Dr. Sameer Jain, MD Located at 320 E North Ave, Pittsburgh, PA 15212, Dr. Sameer Jain, MD, is a reputable medical practice dedicated to providing high-quality healthcare services to the local community. Specializing in comprehensive patient care, Dr. Jain brings a wealth of experience and a compassionate approach to his practice, ensuring that each patient receives personalized and attentive care.

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 the practice of Danielle M. Mehlenbacher, DO, located at 2060 North Pearl Street, North East, Pennsylvania. Dr. Mehlenbacher is a dedicated and compassionate family medicine physician, certified by the American Osteopathic Board of Family Physicians. Practicing at Vineyard Primary Care and affiliated with UPMC Hamot, she brings a wealth of knowledge and experience to her patients. Dr. Mehlenbacher completed her medical degree at the Lake Erie College of Osteopathic Medicine and her residency at Guthrie-Robert Packer Hospital. Known for her attentive and personalized approach, Dr. Mehlenbacher is committed to providing comprehensive care tailored to the individual needs of her patients. Her practice encompasses a wide range of services, from preventive care to the management of chronic conditions. Patients appreciate her ability to listen and explain medical issues clearly, ensuring they feel informed and confident in their healthcare decisions.

Welcome to First National Bank ATM, conveniently located at 119 West Main Street, North East, Pennsylvania 16428. As a trusted financial services provider, we offer a seamless banking experience through our innovative eStore® Common App, allowing you to apply for personal loans, and open checking and savings accounts within minutes. Explore and purchase our range of products and financial services online, and discover our financial education resources to find the solutions tailored to your needs. Whether you are looking to manage your finances, secure a loan, or invest in your future, we provide the tools and guidance necessary to make your dreams a reality.

Welcome to the First National Bank ATM, conveniently located at 108 West Main Street, North East, Pennsylvania 16428. As a trusted financial hub, we offer a seamless experience to manage your finances efficiently. Through our innovative eStore® Common app, you can apply for personal loans, and open checking and savings accounts in just minutes. Enjoy the convenience of shopping for a wide range of financial products and services online, and explore our comprehensive financial education resources to find solutions tailored to your needs. Whether you're looking to manage your day-to-day banking with our versatile checking and savings options or seeking to make your dreams a reality with our loans and investments, we provide the financial resources and information to support you every step of the way. For businesses, our solutions are designed to save you time and money, allowing you to focus on strategic decisions and success.