Wealth transfer in Franklin, Pennsylvania

Franklin Madison Advisors is a boutique private wealth management institution located at 2009 Mackenzie Way in Cranberry Township, Pennsylvania. Specializing in serving first-generation tech professionals, our team is dedicated to helping you establish a strong financial foundation to live your legacy. Led by founder Peter Donisanu, a first-gen wealth manager with over two decades of experience, we offer clear, concise fee-only wealth management services tailored to meet the unique needs of tech workers. Our comprehensive approach includes financial planning, investment management, advanced tax strategies, risk management, wealth preservation, legacy and estate planning, and more. We believe in empowering our clients to make a lasting impact on their families and communities, and we are committed to providing institutional-grade expertise with a personalized touch.

Franklin Madison Advisors is a boutique private wealth management institution located in Pittsburgh, Pennsylvania. Specializing in serving first-generation tech professionals, the institution is committed to helping clients create lasting change through their financial decisions. With a family-oriented fiduciary first-gen wealth manager, Peter Donisanu, clients can expect clear and concise fee-only wealth management services tailored to their unique needs. The institution offers expertise in areas such as RSUs, GSUs, ISOs, NSOs, ESPP, and AMT, as well as advanced tax strategies, wealth preservation, and legacy planning. Franklin Madison Private Wealth takes a personalized approach to wealth management, aiming to empower first-gen tech professionals to make a lasting impact on their families and communities. With a focus on nurturing human capital and building enduring legacies, Franklin Madison Advisors is dedicated to helping clients achieve their financial goals and leave a lasting mark on the world.

Franklin West Inc is a reputable institution located at 100 Forest Heights in Butler, Pennsylvania, United States. With a strong commitment to excellence and a track record of success, Franklin West Inc offers a wide range of services and programs to meet the needs of its clients. Whether you are looking for assistance with financial planning, investment management, or estate planning, the experienced team at Franklin West Inc is here to help. Trust in their expertise and dedication to help you achieve your financial goals.

Attorney John Fray specializes in estates and trusts law, offering expert legal advice and services to clients in Ellwood City, Pennsylvania. With a practice focused solely on estate planning and trust administration, Attorney Fray provides personalized and comprehensive assistance to individuals looking to secure their assets and plan for the future. Located at 604 Franklin Avenue, clients can trust in Attorney John Fray's expertise and dedication to helping them navigate the complexities of estate and trust law.

Heritage Elder Law & Estate Planning is a reputable legal institution located at 484 Allegheny Boulevard in Franklin, Pennsylvania. Specializing in elder law and estate planning, our team of experienced lawyers is dedicated to providing personalized and comprehensive legal services to help individuals and families navigate the complexities of planning for the future. Whether you need assistance with wills, trusts, Medicaid planning, or other legal matters related to aging and estate management, Heritage Elder Law & Estate Planning is committed to guiding you through the process with care and expertise. Contact us today to schedule a consultation and start securing your legacy.

Eaton Income Solutions is a finance institution located at 1071 Benjamin Franklin Highway in Douglassville, Pennsylvania, United States. Specializing in income solutions, this institution offers a range of financial services to help clients achieve their financial goals. With a team of experienced professionals, Eaton Income Solutions provides personalized advice and strategies to maximize income and secure financial stability for individuals and businesses alike. Whether you are looking to invest, plan for retirement, or manage your assets, Eaton Income Solutions is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Brian L Mong, AAMS™ is a reputable financial institution located at 464 Allegheny Boulevard in Franklin, Pennsylvania, United States. Specializing in providing personalized financial advice and investment strategies, Brian L Mong, AAMS™ offers a range of services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, this institution is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones - Financial Advisor: Brian L Mong, AAMS™ can provide the expertise and guidance you need.

Kevin Bannon is a Financial Advisor at Ameriprise Financial Services, LLC located at 125 North Franklin Street in Titusville, Pennsylvania, United States. Kevin holds various certifications such as 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®, CERTIFIED FINANCIAL PLANNER™, 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®. This extensive range of certifications showcases Kevin's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Kevin is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and continuing education, Kevin Bannon is committed to helping clients achieve their financial goals and secure their financial future.

Bank of America Private Client Advisor Robert (Rob) S McMenamin, located at 300 Conshohocken State Road in Conshohocken, Pennsylvania, is led by Market Director Rob S. McMenamin. With 35 years of experience in the financial services industry, Rob manages a team of wealth management professionals who cater to the needs of high-net-worth individuals and nonprofit organizations. He specializes in coordinating innovative wealth management strategies to help preserve and grow personal financial resources. Rob's background includes managing complex corporate relationships and successful entrepreneurs. He is a graduate of the Cannon Trust School and holds a Bachelor of Arts degree in business administration. Rob is actively involved in various organizations and serves on the board of trustees of the Franklin Institute and the Episcopal Academy. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They listen to your needs and goals before creating strategies to meet your best interests now and in the future. Whether you are looking to preserve wealth, build philanthropic legacies, or plan for future growth, Bank of America Private Bank is committed to making your goals a priority. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and it is important to consult your advisors before making any financial decisions.

At New Directions Community Credit Union, located in the heart of Franklin, PA, our mission is to provide our members with affordable products and essential services that simplify and empower their financial journey. As a not-for-profit financial institution, we prioritize the well-being of our members, returning profits in the form of reduced fees, higher savings rates, and lower loan rates.