TOP 30 Wealth preservation in Clarks Summit, Pennsylvania

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Abington Financial Group is a leading finance institution located at 200 Abington Executive Park in Clarks Summit, Pennsylvania. With a commitment to providing top-notch financial services, Abington Financial Group offers a wide range of services including investment management, financial planning, retirement planning, and wealth management. Our team of experienced professionals are dedicated to helping our clients achieve their financial goals and secure their financial future. Contact Abington Financial Group today to learn more about how we can help you navigate the complex world of finance.

Lynn S. Evans is a finance institution located at 3 Abington Executive Park in Clarks Summit, Pennsylvania, United States. Specializing in financial planning and wealth management, Lynn S. Evans offers personalized services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, the institution strives to empower individuals to make informed decisions about their money. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Lynn S. Evans can provide the expertise and support you need to secure your financial future.

Joseph Esposito - Raymond James is a finance institution located at 200 Abington Executive Park in Clarks Summit, Pennsylvania, United States. Specializing in financial services, the team at Joseph Esposito - Raymond James is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert advice. With a focus on building long-term relationships and providing top-notch customer service, this institution is a trusted partner for individuals and businesses looking to secure their financial future.

Jennifer Williamson is a Financial Advisor at Ameriprise Financial Services, LLC, located at 421 South State Street, Clarks Summit, Pennsylvania, United States. The institution specializes in finance and is now accepting clients with a minimum of $500k in liquid financial assets. Background and qualification information can be found on FINRA's BrokerCheck website. At Ameriprise Financial Services, LLC, clients can receive guidance on estate planning, passing wealth to the next generation, and navigating potential tax implications. The institution works alongside attorneys and CPAs to help clients preserve their wealth and distribute assets among loved ones. The goal is to provide clarity and peace of mind when planning for the future.

Welcome to Ellen Burkey - Financial Advisor, part of Ameriprise Financial Services, LLC, located at 616 Main Street in Honesdale, Pennsylvania. Our mission is to provide personalized financial guidance tailored to meet the unique needs of each client. With an impressive array of certifications and designations, Ellen Burkey is equipped to assist clients in navigating the complexities of financial planning. Ellen holds several prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠. These credentials signify her commitment to ethical practices and her expertise in areas such as asset management, estate planning, retirement strategies, and investment opportunities for individuals and small business owners. Ellen's diverse qualifications also extend to areas like behavioral finance, philanthropy, annuities, and the financial nuances of divorce and estate planning.