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Pennsylvania Pennsylvania

Find Retirement Planners for Retirement Planning in Pennsylvania

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Pennsylvania, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Pennsylvania

Brian J. Donley

Summit Wealth Advisors

9043 Perry Highway

Pittsburgh, PA 15237

412-367-3980

Chris Makosch

Schuylkill Financial, LLC

711 Spring Street

Wyomissing, PA 19610

610-670-1656

Jason Lazurick

Schuylkill Financial LLC

600 Eagleview Blvd.
Suite 300

Exton, PA 19341

484-318-7188

Jeremiah Sensenig

uFinancial Group

114 Foxshire Rd

Lancaster, PA 17601

610-750-9126

Keith B Hawk

Hawk Financial Group

400 Northampton St.
Suite 300

Easton, PA 18042

610-500-5000

Michael Marion

Marion Wealth Management

2790 Monroeville
Suite 640

Monroeville, PA 15146

412-372-3849

Peter D. Shelp

Janney Montgomery Scott LLC

# Office Center 270 270 Pierce Street

Kingston, PA 18704

570-283-8140

Steve DeCesare

DeCesare Retirement Specialists

1515 Market Street
Suite 1200

Philadelphia, PA 19102

856-235-3830

Al Osgood, CFP^®, MBA

Financial Freedom LLC

5 Great Valley Parkway
Suite 210

Malvern, PA 19355

610-296-9500

James Graves

Joppa Mill Advisors Ltd.

2048 Remington Dr.

Chester Springs, PA 19425

302-367-6856

Mike Weber

Blue Bell Private Wealth Management

470 Norristown Road
Suite #305

Blue Bell, PA 19422

484-221-5408

Amanda Salyer

Edelman Financial Engines, LLC

600 West Germantown Pike
Suite 100

Plymouth Meeting, PA 19462

484-679-4901

Bill Parker

GrandView Asset Management

4200 Crums Mill Road Second Floor

Harrisburg, PA 17112

717-541-1000

Matthew Wollick

Edelman Financial Engines, LLC

225 Wilmington West Chester Pike
Suite 200

Chadds Ford, PA 19317

484-362-0263

Nick Filippo

Tower Bridge Advisors

101 West Elm Street, Suite 355

Conshohocken, PA 19428

610-260-2222

Rebecca Pawuk

Edelman Financial Engines, LLC

651 Holiday Drive
Building 5, Suite 400

Pittsburgh, PA 15220

724-900-2927

Rebecca Pawuk

Edelman Financial Engines, LLC

1605 Carmody Court
Building IV, Suite 100

Sewickley, PA 15143

724-900-2927

Vanguard Personal Advisor Services

Vanguard Personal Advisor Services

100 Vanguard Blv V26

Malvern, PA 19355

800-211-7806

Michael Scavullo

Solebury Investment Group, Llc.

5266 Bailey Ct.

Doylestown, PA 18901

215-794-3393

List of Additional Retirement Planners in Pennsylvania*

* Additional advisor listing is provided in partnership with Yext

The Virany Brown Group - Morgan Stanley

2600 Old Washington Road

Upper St. Clair, PA 15241
412-833-0310

Broberg Investment Group, LLC

73 E. Forrest Avenue
Suite 390

Shrewsbury, PA 17361
717-235-5565

Braverman Financial Associates

2173 Embassy Drive

Lancaster, PA 17603
717-399-4030

Axias Wealth Advisors

381 Mansfield Ave
Suite 400

Pittsburgh, PA 15220
412-552-8031

4th River Financial Group

125 Emeryville Road
Suite 320

Cranberry, PA 16066
888-261-8853

Battaglini & Company, PC

1049 Lancaster Avenue

Berwyn, PA 19312
610-964-1344

Axios Advisory Group

115 VIP Drive
Suite 120

Wexford, PA 15090
855-817-3132

Blooming Glen Financial

215-453-1525

John Garvey - UBS Financial Services Inc.

101 West Elm Street
Suite 200

Conshohocken, PA 19428
215-496-2042

Benchmark Financial Advisors

2605 Nicholson Road
Suite 3200

Sewickley, PA 15143
724-719-3277

Allstate Personal Financial Representative: Brian Wright

142 Oak Spring Rd

Washington, PA 15301
724-531-7135

Berardi & Auteri, LLC

484-461-4001

Bruce S Fryer - Morgan Stanley

100 Front St.
Suite 600

West Conshohocken, PA 19428
610-260-7144

Crockett Financial Services

1421 East Third Street

Williamsport, PA 17701
570-322-1313

Allstate Personal Financial Representative: Thomas Logan

21 Plank Ave
Ste 108

Paoli, PA 19301
484-682-9015

Robert Angeline - UBS Financial Services Inc.

101 West Elm Street
Suite 200

Conshohocken, PA 19428
610-832-2752

Allstate Personal Financial Representative: Stephen Cummings

390 Easton Rd

Horsham, PA 19044
215-956-9755

Lynn Evans + Women of Substance LLC

229 Northern Boulevard

Clarks Summit, PA 18411
570-880-0057

Alvin Clay Financial Advisors LLC

309 York Rd
Suite 215

Jenkintown, PA 19046
267-626-2382

Bradley Ingersoll - Morgan Stanley

4259 West Swamp Road
Suite 400

Doylestown, PA 18902
215-230-6917

Allstate Personal Financial Representative: Adam Ruderman

21 Broad St

Pittston, PA 18640
570-603-0664

Allstate Personal Financial Representative: David Stirling

127 W Market St
Ste 140

York, PA 17401
717-623-2380

James A Gillin - Morgan Stanley

899 Cassatt Rd
Ste 100

Berwyn, PA 19312
610-408-1949

Ark Wealth Management

2201 Forest Hills Drive
Suite 9

Harrisburg, PA 17112
717-695-2617

Chris Rall - Morgan Stanley

Two Town Place
Ste 100

Bryn Mawr, PA 19010
610-542-2945

Kevin Huntington - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-854-6084

Bridger Financial Group

381 Mansfield Avenue
Suite 400

Pittsburgh, PA 15220
412-733-4016

Brett Wallace - Morgan Stanley

3803 West Chester Pike
Ste 200

Newtown Square, PA 19073
610-430-1919

Nicholas Dawit - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-963-3814

Allstate Personal Financial Representative: Wayne Drazek

937 New Rogers Rd

Levittown, PA 19056
215-752-6100

Tycor Benefit Administrators, Inc.®

850 Cassatt Road
Suite 310

Berwyn, PA 19312
610-251-0670

The Morse Stevens Group - Morgan Stanley

2 Town Place
Ste 100

Bryn Mawr, PA 19010
610-542-2991

Shawn Alan Purdy - Morgan Stanley

777 Township Line Rd
Ste 301

Yardley, PA 19067
215-497-7066

Robert Schamis - Morgan Stanley

899 Cassatt Rd
Ste 100

Berwyn, PA 19312
610-408-1986

Keith Joffe - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-963-3854

Flack Financial Group Inc.

2840 Ligonier Street

Latrobe, PA 15650
724-537-6425

The Main Line Group - Morgan Stanley

Two Town Place
Ste 100

Bryn Mawr, PA 19010
610-542-2944

VILLA

608 South St

Philadelphia, PA 19147
215-574-4980

VILLA

1665 State Hill Rd

Wyomissing, PA 19610
610-374-1426

DTLR

3262 N 5th St Highway

Reading, PA 19605
610-929-2431

Amit S. Grover - Morgan Stanley

1603 Carmody Court
Suite 100

Sewickley, PA 15143
724-933-1560

First Command Financial Advisor - John Gourley

1370 Old Freeport Rd
Suite 2A

Pittsburgh, PA 15238
412-406-7769

VILLA

6113 Penn Ave E

Pittsburgh, PA 15206
412-361-4703

DTLR

435 Wood St
Suite 2

Pittsburgh, PA 15222
412-471-5260

DTLR

500 Avenue Of The States

Chester, PA 19013
610-874-1529

Attleboro Wealth Management

1051 Lindenhurst Road

Yardley, PA 19067
215-310-9440

VILLA

132 S George St

York, PA 17401
717-845-3011

DTLR

4 S 52nd St

Philadelphia, PA 19139
215-748-5794

VILLA

333 Market St

Harrisburg, PA 17101
717-236-4690

VILLA

739 W Hamilton St

Allentown, PA 18101
610-437-7967

DTLR

5620 N Broad St

Philadelphia, PA 19141
215-549-0809

VILLA

4034 Lancaster Ave

Philadelphia, PA 19104
215-243-3760

Stein Wealth Advisors

1700 Ashwood Drive
Suite 1701

Canonsburg, PA 15317
724-260-0491

First Resource Bank

800 Pottstown Pike

Exton, PA 19341
610-363-9400

Christopher Radke - Morgan Stanley

One Ppg Place
Ste 1300

Pittsburgh, PA 15222
412-803-2102

Rudolph Tilotta - UBS Financial Services Inc.

1735 Market Street
Mellon Bank Center

Philadelphia, PA 19103
215-496-2211

VILLA

2023 Wharton St

Pittsburgh, PA 15203
412-381-5648

VILLA

3849 Union Deposit Rd
Unit B

Harrisburg, PA 17109
717-564-1061

Paul Contos

50 Old Clairton Rd

Pleasant Hills, PA 15236
412-655-8127

The BR Consulting Group - UBS Financial Services Inc.

Stocking Works
411 South State Street

Newtown, PA 18940
215-579-6012

DTLR

1729 South Braddock Avenue

Pittsburgh, PA 15218
412-241-6421

Maria Christina Manalang

360-350-0891

Redwood Wealth Management - UBS Financial Services Inc.

4000 Town Center

Canonsburg, PA 15317
724-416-6040

Laurie McNally - Morgan Stanley

100 Front St.
Suite 600

West Conshohocken, PA 19428
610-260-8606

VIP Financial Matters, LLC

1218 Eleventh Avenue

Altoona, PA 16601
814-943-7075

Hepburn Financial Advisors

508 Elm Avenue,
Suite 100

Phoenixville, PA 19460
610-933-4442

Boyer Financial Planning

107 Georgian Place

Somerset, PA 15501
814-444-9070

Jack Greenberg - UBS Financial Services Inc.

500 Grant Street
BNY Mellon Center

Pittsburgh, PA 15219
412-665-9911

The Calabretta Group - Morgan Stanley

221 W Philadelphia St
Ste 301

York, PA 17401
717-852-4127

Morgan Stanley Financial Advisors

214 Senate Ave
7th Fl

Camp Hill, PA 17011
717-730-1800

Michael Johnson - Morgan Stanley

4259 West Swamp Road
Suite 400

Doylestown, PA 18902
215-230-6912

Allstate Personal Financial Representative: Gary Grivner

Rt 940 Box 595

Pocono Summit, PA 18346
570-839-2270

Matthew McKenzie - Morgan Stanley

Two Town Place
Ste 100

Bryn Mawr, PA 19010
610-542-2922

Joel Freedman Group - Morgan Stanley

100 Front St.
Suite 600

West Conshohocken, PA 19428
610-260-7143

Jeffrey Engblom - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-854-6021

Allstate Personal Financial Representative: Brendan Schuck

405 Floral Vale Blvd

Yardley, PA 19067
215-317-4729

The Murray Legacy Group - Morgan Stanley

Two Town Place
Suite 100

Bryn Mawr, PA 19010
610-542-2988

Stephen Wolff

150 Fort Couch Rd

Pittsburgh, PA 15241
412-823-1517

Thomas Hayn

50 E Uwchlan Ave

Exton, PA 19341
610-259-3100

John Pikras

50 Old Clairton Rd

Pleasant Hills, PA 15236
412-655-8072

Wendy Masse - Morgan Stanley

899 Cassatt Rd
Ste 100

Berwyn, PA 19312
610-408-1996

HSS Partners - UBS Financial Services Inc.

1735 Market Street
Mellon Bank Center

Philadelphia, PA 19103
856-988-4052

Edward Jones - Financial Advisor: Sheri Purdy

1372 N Susquehanna Trail
Suite 170

Selinsgrove, PA 17870
570-743-1025

DTLR

28 S 69th St

Upper Darby, PA 19082
610-352-2469

James Alexander Galitsis - Morgan Stanley

One Ppg Place
Ste 1300

Pittsburgh, PA 15222
412-434-8531

Matthew Mattare - Morgan Stanley

515 West Hamilton St, 7th
Fl

Allentown, PA 18101
610-391-8175

Paolo Costa - Morgan Stanley

100 Front St.
Suite 600

West Conshohocken, PA 19428
610-260-8611

Edward Jones - Financial Advisor: Nathan R Foster

2144 Palomino Road

Dover, PA 17315
717-624-1361

DTLR

510 Penn St

Reading, PA 19601
610-376-9773

DTLR

1231 N Broad St

Philadelphia, PA 19122
215-235-3020

VILLA

1 W 4th St

Bethlehem, PA 18015
610-861-4814

Plotnick Forman Group - UBS Financial Services Inc.

101 West Elm Street
Suite 200

Conshohocken, PA 19428
610-832-3035

Bill McHugh- Integrity Home Mortgage

77 North 3rd Street
Suite 202

Chambersburg, PA 17201
301-514-9074

Mark Huffman - Morgan Stanley

175 Pine St
Ste 100

Williamsport, PA 17701
570-320-4331

John Michael Onufro - Morgan Stanley

520 Pellis Road

Greensburg, PA 15601
724-853-2809

John A Grodin - Morgan Stanley

2600 Old Washington Road

Upper St. Clair, PA 15241
412-854-8460

Daniel Fuller

5999 Allentown Blvd

Harrisburg, PA 17112
717-777-3304

Jason Harken

429 W. Ridge Pike

Limerick, PA 19468
610-495-2686

Michael Banwell

1 E Main St

Lititz, PA 17543
717-625-3186

John Battista

8250 Old York Rd

Elkins Park, PA 19027
215-884-9753

VILLA

3506 Capital City Mall Dr

Camp Hill, PA 17011
717-761-3523

Anthony Scollo

6125 Saltsburg Road

Verona, PA 15147
412-795-1220

Martha Harding - UBS Financial Services Inc.

411 South State Street
2nd Floor

Newtown, PA 18940
215-579-6006

The Haddad Group - Morgan Stanley

515 West Hamilton St, 7th
Fl

Allentown, PA 18101
610-398-6515

The Lewis Dries Group - Morgan Stanley

1787 Sentry Pky W
Bldg 18 Ste 440

Blue Bell, PA 19422
215-572-4540

Pittsburgh, PA Branch Office - UBS Financial Services Inc.

500 Grant Street
46th Floor

Pittsburgh, PA 15219
412-562-6711

Mary Beth Donas - Morgan Stanley

1065 Highway 315
Suite 401

Wilkes Barre, PA 18702
570-821-1829

Danielle Patterson

837 Freeport Rd

Pittsburgh, PA 15238
724-857-1781

Darwin Smith

2600 Macdade Blvd

Holmes, PA 19043
215-706-2154

Aaron McIntyre - Morgan Stanley

3803 West Chester Pike
Ste 200

Newtown Square, PA 19073
610-430-1940

Shilpa Patel

4565 New Falls Rd

Levittown, PA 19056
215-945-2714

Andrew Douglas

510 Kimberton Rd

Phoenixville, PA 19460
610-933-2025

Allied Financial Advisors, LLC

3 Terry Dr
Suite 201A

Newtown, PA 18940
215-874-6422

William Keller

25 E Main St

Lansdale, PA 19446
267-615-2802

Michael Maloy

4210 William Penn Hwy

Monroeville, PA 15146
412-317-5521

Nita Amin

824 E Street Rd

Warminster, PA 18974
215-364-9416

Justin Spierling

3835 Peach St

Erie, PA 16509
814-234-6321

Jesse Pantano

733 West Lancaster Ave

Bryn Mawr, PA 19010
215-254-3807

Domenico Sciulli

603 Stanwix St

Pittsburgh, PA 15222
412-227-4355

Laura Santelli

814 Main St

Stroudsburg, PA 18360
570-424-7105

John Fitzgerald

559 N. Main St.

Doylestown, PA 18901
267-315-5041

David Maharam - Morgan Stanley

1787 Sentry Pky W
Bldg 18 Ste 440

Blue Bell, PA 19422
215-274-2100

Rick Weidhaas - Morgan Stanley

720 S Atherton St
1st Floor

St. College, PA 16801
814-861-1703

Mark A Milligan - Morgan Stanley

1787 Sentry Pky W
Bldg 18 Ste 440

Blue Bell, PA 19422
215-274-2110

Morgan Stanley

2600 Old Washington Road

Upper Saint Clair, PA 15241
412-833-0310

Bala Financial Group

300 Bridge Street

Phoenixville, PA 19460
610-933-3507

Peter Nguyen

215-454-2909

David M Romanelli - Morgan Stanley

515 West Hamilton St, 7th
Fl

Allentown, PA 18101
610-954-6825

Brubaker Group LLC

23 N Derr Dr.
Suite 2

Lewisburg, PA 17837
570-524-4134

SecondHalf Coach Wealth Management

2519 Ligonier Street

Latrobe, PA 15650
724-537-2799

Matthew Lamorgese - Morgan Stanley

3803 West Chester Pike
Ste 200

Newtown Square, PA 19073
610-430-1936

William J. Sumski

2300 Scarsborough Drive

Harrisburg, PA 17112
717-856-1592

Johnston and Associates

400 Southpointe Boulevard
Suite 210

Canonsburg, PA 15317
724-338-8900

Veritas Strategies

18 North Main Street
Suite 210

Doylestown, PA 18901
215-345-5552

Hoffman Wealth Management

800 Lowry Avenue

Jeannette, PA 15644
724-522-5411

Gateway Wealth Strategies, Inc

300 Bilmar Dr
Ste 200

Pittsburgh, PA 15205
412-921-2900

Flaherty Financial Services, LLC

644 East Broad St

Souderton, PA 18964
215-723-2000

Explore Financial Group

24 Veterans Square
2nd Floor

Media, PA 19063
888-540-1401

Olewine Financial Group

113 Pennsylvania Ave. West

Warren, PA 16365
814-726-1333

Dugos Financial

4154 Old William Penn Hwy
Suite 100

Murrysville, PA 15668
724-327-2601

Roche Financial, Inc.

1610 E. Third St.

Williamsport, PA 17701
570-322-1880

The Block Financial Group

20 East 2nd Avenue
Suite 300

Conshohocken, PA 19428
610-482-4200

NYLIFE Securities LLC Constitution General Office: Rosetta L. Conigliaro

555 East City Avenue
Suite 800

Bala Cynwyd, PA 19004
888-863-1924

Jeffrey Bendis - LPL Financial

100 Northpointe Circle
Suite 301

Seven Fields, PA 16046
724-602-0307

Wilson Insurance & Financial Planning

1732 W. Cheltenham Ave

Philadelphia, PA 19126
215-924-8260

Hawk Rongaus Fowler Wealth Management - UBS Financial Services Inc.

4000 Town Center

Canonsburg, PA 15317
724-416-6036

Hazleton, Karen M CPA

696 Front St

Nanticoke, PA 18634
570-735-0418

Simple Financial Solutions, LLC

4006 S Warner Road

Lafayette Hill, PA 19444
609-682-1280

Hoffman Financial Services

1811 Lesher Mill Rd.

Palm, PA 18070
215-679-2393

Canella Financial Group

1150 Thorn Run Road
Suite 102

Coraopolis, PA 15108
412-262-1040

Corio & Associates, LLC

744 West Lancaster Avenue
Suite 235

Wayne, PA 19087
610-293-8322

Fidelity Asset Management Services

101 North Blakely Street

Dunmore, PA 18512
570-504-2206

Physicians Private Client Group

600 West Germantown Pike
Ste 400

Plymouth Meeting, PA 19462
610-940-1733

Walsh & Nicholson Financial Group

119 West Wayne Avenue

Wayne, PA 19087
610-688-4447

PFG Wealth Planning Group, LLC

476 Rolling Ridge Drive
Suite 333

State College, PA 16801
814-238-0544

Richard T. Suro Associates, Inc.

333 N. Oxford Valley Rd
Suite 508

Fairless Hills, PA 19030
215-949-0854

Good Life Advisors

3477 Corporate Parkway
Suite 100

Center Valley, PA 18034
610-572-7341

Pultro Financial Management

926 Town Center
Unit D1

New Britain, PA 18901
215-489-3876

TBAER Wealth Management

208 E. Bayfront Pkwy
Suite 202

Erie, PA 16507
814-459-6669

VILLA

1855 E Lincoln Highway

Coatesville, PA 19320
610-384-6148

VILLA

51 N Queen St

Lancaster, PA 17603
717-399-4000

DTLR

3600 Germantown Ave

Philadelphia, PA 19140
215-223-2325

VILLA

3058 Kensington Ave

Philadelphia, PA 19134
215-739-4900

DTLR

221 W Main St
Suite 100

Norristown, PA 19401
610-275-3609

VILLA

166 Lehigh Valley Mall

Whitehall, PA 18052
610-266-1893

VILLA

5700 Germantown Ave

Philadelphia, PA 19144
215-438-6345

VILLA

1616 E Wadsworth Ave

Philadelphia, PA 19150
215-242-4392

VILLA

160 N Gulph Rd
Space 2022

King Of Prussia, PA 19406
610-265-3940

VILLA

284 Park City Center

Lancaster, PA 17601
717-209-7105

DTLR

1217 Chestnut St

Philadelphia, PA 19107
215-665-9720

DTLR

1416 Chestnut St

Philadelphia, PA 19102
215-575-0483

William Mulvaney - Morgan Stanley

1603 Carmody Court
Suite 100

Sewickley, PA 15143
724-933-1497

IFS Group

1205 Manor Drive
Suite 200

Mechanicsburg, PA 17055
717-766-1144

New Era Wealth Management

1853 William Penn Way
Suite 19

Lancaster, PA 17601
717-475-7394

Kistler-Tiffany Advisors

920 Cassatt Road
Suite 205

Berwyn, PA 19312
610-722-3300

Pedro A Gomes - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-854-6009

Brian Eagon - Morgan Stanley

1603 Carmody Court
Suite 100

Sewickley, PA 15143
724-933-1469

The Burns Haurin Group - Morgan Stanley

4259 West Swamp Road
Suite 400

Doylestown, PA 18902
215-230-6900

Founding Capital, LLC

1767 Sentry Parkway West
Suite 200

Blue Bell, PA 19422
484-222-3192

Moff & Associates

130 Court Street
Suite 205

Williamsport, PA 17701
570-326-2533

J-Squared Wealth Management Group - UBS Financial Services Inc.

101 West Elm Street
Suite 200

Conshohocken, PA 19428
610-832-3050

Dean J. Cimino - Morgan Stanley

1787 Sentry Pky W
Bldg 18 Ste 440

Blue Bell, PA 19422
215-572-4502

Adam Steinhauser - Morgan Stanley

4259 West Swamp Road
Suite 400

Doylestown, PA 18902
215-230-2913

CoActive Wealth Strategists, LLC

3013A Kutztown Road

Reading, PA 19605
610-921-0600

Daniel Lavezoli

1918 McCague St

Pittsburgh, PA 15218
412-271-4301

Jennifer Williams

3136 Leechburg Rd

Lower Burrell, PA 15068
724-339-2657

John Rishell

907 22nd St

Aliquippa, PA 15001
724-378-0096

Marc Bianchi - Morgan Stanley

1787 Sentry Pky W
Bldg 18 Ste 440

Blue Bell, PA 19422
215-572-4504

Paul Chavenson - Morgan Stanley

1787 Sentry Pky W
Bldg 18 Ste 440

Blue Bell, PA 19422
215-274-2562

David R Schaeffer - Morgan Stanley

3803 West Chester Pike
Ste 200

Newtown Square, PA 19073
215-854-6152

Edward R. Plachter - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-854-6048

Tony T. Tran - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-854-6094

Francis Giamboy

5001 Edgemont Ave

Brookhaven, PA 19015
610-874-2577

SCHUYLKILL FINANCIAL

711 Spring St

Wyomissing, PA 19610
610-670-1656

The Hoffmeier Romanelli Group - Morgan Stanley

515 West Hamilton St
7th Fl

Allentown, PA 18101
610-395-7700

Allstate Personal Financial Representative: Bradford Bittner

572 Union St

Luzerne, PA 18709
570-283-8300

Allstate Personal Financial Representative: Matthew Hoffman

121 York St

Hanover, PA 17331
717-632-6642

Allstate Personal Financial Representative: James Hannon

6049 Kellers Church Rd

Pipersville, PA 18947
215-766-2005

Allstate Personal Financial Representative: Cynthia Walker

6321 Library Rd

South Park, PA 15129
412-831-2366

Equitable Advisors: Gregory Ashekian

205 Granite Run Drive
Suite 230

Lancaster, PA 17601
717-560-7015

Chris Blazakis - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-963-3842

The Barmen Hopkins Group - Morgan Stanley

1 Ppg Place
Ste 1300

Pittsburgh, PA 15222
412-803-2127

PTM Wealth

1501 Lower State Road
Building D, Suite 206

North Wales, PA 19454
267-317-1515

Newtown, PA Branch Office - UBS Financial Services Inc.

Stocking Works
411 South State Street

Newtown, PA 18940
215-579-4500

Allstate Personal Financial Representative: James Paterson

220 S Main St

Zelienople, PA 16063
724-473-0717

AutoZone Auto Parts

1200 W Market St

York, PA 17404
717-916-6859

VILLA

100 Robinson Center Dr
Suite 1490

Pittsburgh, PA 15205
412-788-1060

DWD Portfolio Solutions, Inc.

1910 Cochran Road
Manor Oak One, Suite 620

Pittsburgh, PA 15220
412-341-6642

David I Kluger - Morgan Stanley

1065 Highway 315
Suite 401

Wilkes Barre, PA 18702
570-821-1819

John Oakes - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-854-1183

Ivana Liberatore CPA, CFP® & Associates

228 East McMurray Road
Suite A

McMurray, PA 15317
724-942-3340

Lincoln Investment

5 Walnut Grove Drive
Suite 240

Horsham, PA 19044
215-885-7115

The Sofranko Group - UBS Financial Services Inc.

2200 Georgetowne Drive
Suite 600

Sewickley, PA 15143
724-799-2555

The Connelly Mulberger Group - Morgan Stanley

175 Pine St
Ste 100

Williamsport, PA 17701
570-320-4342

Josephina Luczak

12 Chestnut Rd

Paoli, PA 19301
610-408-2842

Noel Wolfe - Morgan Stanley

1787 Sentry Pky W
Bldg 18 Ste 440

Blue Bell, PA 19422
215-572-2287

Bill Kern

3901 Washington Road

McMurray, PA 15317
412-854-6314

Drew Reinhardt - Morgan Stanley

4259 West Swamp Road
Suite 400

Doylestown, PA 18902
215-230-6903

James Simon

227 N West End Blvd

Quakertown, PA 18951
267-615-2804

James Buggy

1502 W Chester Pike

West Chester, PA 19382
610-431-7148

Zane Michalski

3514 W Chester Pike

Newtown Square, PA 19073
610-359-0308

Stephen Och

525 William Penn Way

Pittsburgh, PA 15219
724-743-8098

Michael McKeever

822 Welsh Rd

Horsham, PA 19044
267-615-2817

Keith Traffican

1132 Thorn Run Ext

Coraopolis, PA 15108
412-854-3805

Shawn Swartz

15 Newtown Richboro Rd

Richboro, PA 18954
215-364-8754

Jeremy Draskovich

11060 Perry Hwy

Wexford, PA 15090
724-452-7847

Brandon May

363 W Lancaster Ave

Wayne, PA 19087
610-872-9015

Guy J. Landolfi, CPA, CFP®

224 Union Avenue

Altoona, PA 16602
814-942-5345

Douglass Tietbohl - Morgan Stanley

899 Cassatt Rd
Ste 100

Berwyn, PA 19312
610-408-1950

Goosehead Insurance - Geoffrey Pratt

731 Skippack Pike
Building 2

Blue Bell, PA 19422
267-571-6221

Ameriwealth Retirement Services

101 East Moreland Avenue
Suite 102

Hatboro, PA 19040
215-443-0974

Haddon Planning Group

11 Penns Trail
Suite 600

Newtown, PA 18940
856-428-5300

Financial Strategies & Designs, Inc.

7540 Windsor Drive
Suite 110

Allentown, PA 18195
610-791-4750

Pinnacle Advisor Group

2851 South Pike Avenue
Suite D

Allentown, PA 18103
610-797-2201

John M. Dilworth Financial Services

2801 Memorial Blvd
Ste 2A

Connellsville, PA 15425
724-628-5199

Pathway Financial Group

60 West Church Street
Unit C

Denver, PA 17517
717-690-1335

The Beacon Group - Morgan Stanley

1787 Sentry Pky W
Bldg 18 Ste 440

Blue Bell, PA 19422
215-572-2287

Jonathan Dieckmann - Morgan Stanley

2600 Old Washington Road

Upper St. Clair, PA 15241
412-854-8465

Wealth Protection Strategies

1950 Street Road
Suite 319

Bensalem, PA 19020
215-245-4059

Brumbaugh Wealth Management

760 Constitution Drive
Suite 100

Exton, PA 19341
610-458-2495

Secure Planning Group

200 Gibraltar Road
Suite 315

Horsham, PA 19044
215-540-5566

Key Wealth Management

9500 Brooktree Road
Suite 102

Wexford, PA 15090
724-934-9196

Krum Insurance & Financial Services, LLC

1021 Mill Creek Drive
Suite 10

Feasterville, PA 19053
215-396-2888

Scott Wolfe

4570 Fifth Ave

Pittsburgh, PA 15213
412-683-1985

James Marks

525 William Penn Place

Pittsburgh, PA 15219
412-867-4724

Maggie Petrillo - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-963-3929

Ryan Kennis

525 William Penn Place

Pittsburgh, PA 15219
412-918-4749

Paul Abeln - Morgan Stanley

899 Cassatt Rd
Ste 100

Berwyn, PA 19312
610-408-1961

The Hazzouri Group - Morgan Stanley

1065 Highway 315
Suite 401

Wilkes Barre, PA 18702
570-821-1800

Narrow Path Financial Group

12 Tall Tree Circle

Broomall, PA 19008
610-256-5805

Allstate Personal Financial Representative: David Lewis

7805 Frankford Ave

Philadelphia, PA 19136
215-356-9217

Jane Morgan - UBS Financial Services Inc.

1735 Market Street
Mellon Bank Center

Philadelphia, PA 19103
215-496-2391

Keith Cadden - Morgan Stanley

100 Front St.
Suite 600

West Conshohocken, PA 19428
610-260-7478

Harris Wealth Management

4160 Washington Road`
Suite 1

McMurray, PA 15317
724-942-3300

CBI Group - Consultants Beyond Investments - UBS Financial Services Inc.

411 South State Street
2nd Floor

Newtown, PA 18940
215-497-3426

Pittsburgh, PA Branch Office - UBS Financial Services Inc.

5600 Walnut Street

Pittsburgh, PA 15232
724-416-6020

Educators First Financial of Pennsylvania

649 North Lewis Road
Suite 200

Limerick, PA 19468
610-792-3343

FamilyWealth Management Group

2200 Georgetowne Drive
Suite 100

Sewickley, PA 15143
724-940-6300

Oaktree Advisors

1 West Broad Street
Suite 406

Bethlehem, PA 18018
610-882-5670

Ronald Gestiehr

244 Boulevard of the Allies

Pittsburgh, PA 15222
412-391-6700

Focus 401(k)

2000 Corporate Dr.
Suite 570

Wexford, PA 15090
412-719-9690

W Bradford White Jr. - Morgan Stanley

1350 Broadcasting Rd
Ste 100

Wyomissing, PA 19610
610-478-4530

Mrozek Financial

2210 West State Street

New Castle, PA 16101
724-658-6392

Charles Kuntz - Morgan Stanley

Two Town Place
Ste 100

Bryn Mawr, PA 19010
610-542-2910

David Bentley - Morgan Stanley

3803 West Chester Pike
Ste 200

Newtown Square, PA 19073
610-430-1911

James Lemonick - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-519-4951

RZ Wealth

480 East Swedesford Road
Suite 120

Wayne, PA 19087
610-627-5920

Kalejta Financial Management

55 Sunnybrook Road

Sanatoga, PA 19464
610-831-2195

Client 1st Financial

915 Nursery Street

Fogelsville, PA 18051
610-841-3037

Stellar Advisor

714 Main Street

Bethlehem, PA 18018
610-997-0290

Cottrill Arbutina Wealth Management Group

535 Third Street

Beaver, PA 15009
724-683-3450

Kevin W. Calvert - Morgan Stanley

Two Town Place
Ste 100

Bryn Mawr, PA 19010
610-542-2924

Rocco Vernisi - Morgan Stanley

100 Front St.
Suite 600

West Conshohocken, PA 19428
610-260-7311

Mary Lisicky - Morgan Stanley

515 West Hamilton St
7th Fl

Allentown, PA 18101
610-398-6525

Allstate Personal Financial Representative: C Justin Hess

500 Chesterbrook Blvd
Ste 4

Chesterbrook, PA 19087
717-471-7253

Frank Esposto - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-963-3841

Shannon Sottile

39 North 7th Street
Suite 400

Indiana, PA 15701
724-801-8935

The S and K Group - Morgan Stanley

899 Cassatt Rd
Ste 100

Berwyn, PA 19312
610-408-1900

Service Wealth Management

4020 Route 130

Irwin, PA 15642
724-744-7400

Members 1st Investment Services and Wealth Management

5000 Louise Drive

Mechanicsburg, PA 17055
717-697-1161

Coy Capital Management

2790 Mosside Boulevard
Suite 540

Monroeville, PA 15146
412-825-4040

The Wilshinsky Group - Morgan Stanley

111 North Washington Ave
Ste 201

Scranton, PA 18503
212-643-5719

Brian J. Sanford - Morgan Stanley

3803 West Chester Pike
Ste 200

Newtown Square, PA 19073
610-892-4401

Casimir J. Karnish

1510 West First Street
Suite 1

Oil City, PA 16301
814-678-3438

Keystone Financial Management

112 S. Broad Street

Nazareth, PA 18064
610-530-2112

Jim McGovern

244 Boulevard of the Allies
Suite 300

Pittsburgh, PA 15222
412-799-8850

Valor Wealth Management

123 South 3rd Street
Suite 4

Easton, PA 18042
610-295-5593

James McCrorey

648 Mills Dr
Suite #1

PITTSBURGH, PA 15642
412-823-4208

Joseph Cornell, RICP , CLTC

225 W. Station Square Drive
Suite 300

Pittsburgh, PA 15219
412-392-3758

Bruce E Lord - Morgan Stanley

3803 West Chester Pike
Ste 200

Newtown Square, PA 19073
610-892-4427

The Market Street Investment Group - UBS Financial Services Inc.

1735 Market Street
Mellon Bank Center

Philadelphia, PA 19103
215-972-6862

Marciano Wealth Advisors

1147 Lancaster Avenue

Berwyn, PA 19312
610-992-4100

Freedom Financial

4 Lemoyne Dr
Suite 103

Lemoyne, PA 17043
717-920-0770

Joshua Adam Spitzer, CFP® - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-963-3872

Morgan Stanley Financial Advisors

1603 Carmody Court
Suite 100

Sewickley, PA 15143
724-933-1460

Fields Financial Services

1228 National Pike

Hopwood, PA 15445
724-437-3863

DRC Financial Services, Inc.

4006 Skippack Pike

Skippack, PA 19474
610-584-4570

Dominick Financial Group

2401 Smallman Street
2nd Floor

Pittsburgh, PA 15222
412-301-7526

Joseph W. Lucchino, New York Life

2318 Freeport Road
Suite 100

Natrona Heights, PA 15065
724-224-8908

Capstone Wealth Management Group

285 East Grove Street

Clarks Green, PA 18411
570-587-7800

Cumberland Financial Group, Inc.

2142 Market St
Ste A101

Camp Hill, PA 17011
717-975-9949

Park Avenue Wealth Management

143 Hartman Road
Suite 9

Greensburg, PA 15601
724-858-1122

Lumen Financial Group

One Oxford Valley
Suite 150

Langhorne, PA 19047
215-702-9757

Harper & Hodge

1221 Third Street

Beaver, PA 15009
724-775-4222

Stages Planning Group, LLC

221 West Philadelphia Street
Suite 110

York, PA 17401
717-430-8914

Mark Zonno

4314 Penn Ave

Pittsburgh, PA 15224
412-918-4761

Michael Pironti

225 W Lancaster Ave

Ardmore, PA 19003
610-649-5828

Eric Hajduk

525 William Penn Place

Pittsburgh, PA 15219
412-867-2859

Stephen McGalla IV - UBS Financial Services Inc.

500 Grant Street
BNY Mellon Center

Pittsburgh, PA 15219
412-562-6761

Eric Docherty

8050 Peebles Road

Pittsburgh, PA 15237
724-941-8581

James I Pfizenmayer - Morgan Stanley

100 Front St.
Suite 600

West Conshohocken, PA 19428
610-260-7115

Curtis Wilson - UBS Financial Services Inc.

1735 Market Street
Mellon Bank Center

Philadelphia, PA 19103
215-972-6862

Philadelphia, PA Private Wealth Management - UBS Financial Services Inc.

1735 Market Street
35th Floor

Philadelphia, PA 19103
800-345-7941

Abraham Financial Planning

227 Cochran Rd

Pittsburgh, PA 15228
412-853-1961

The Dieckmann Group - Morgan Stanley

2600 Old Washington Road
Suite 200

Upper St. Clair, PA 15241
412-854-8465

The Allegheny Group - Morgan Stanley

1 Ppg Place
Ste 1300

Pittsburgh, PA 15222
412-434-8503

Tom Paluszynski - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-963-3850

Michael Rifkin - Morgan Stanley

3803 West Chester Pike
Ste 200

Newtown Square, PA 19073
610-430-1932

Timothy Murphy - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-963-3862

David Oscar - Morgan Stanley

899 Cassatt Rd
Ste 100

Berwyn, PA 19312
610-408-1906

Katherine Baum - Morgan Stanley

One Ppg Place
Ste 1300

Pittsburgh, PA 15222
724-933-1461

Morgan Stanley Financial Advisors

520 Pellis Road

Greensburg, PA 15601
724-853-9750

Michael Gordon - Morgan Stanley

520 Pellis Road

Greensburg, PA 15601
724-853-9753

Michael R Glovas - Morgan Stanley

101 Larry Holmes Dr
Suite 301

Easton, PA 18042
610-559-6380

Sean F McFadden - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-854-6073

Edward E Washell - Morgan Stanley

720 South Atherton Street
First Floor

State College, PA 16801
814-861-1718

Mark E. Allen - Morgan Stanley

1350 Broadcasting Rd
Ste 100

Wyomissing, PA 19610
610-478-4549

XXI Century Financial

Greentree Commons, 381 Mansfield Avenue
Suite 400

Pittsburgh, PA 15220
412-733-4000

Jack Kirstien - Morgan Stanley

3803 West Chester Pike
Ste 200

Newtown Square, PA 19073
610-892-4407

Karim Rezqui - Morgan Stanley

777 Township Line Rd
Ste 301

Yardley, PA 19067
215-497-7033

Edward McDevitt - UBS Financial Services Inc.

1735 Market Street
Mellon Bank Center

Philadelphia, PA 19103
215-496-2058

The White and Lord Group - Morgan Stanley

1350 Broadcasting Rd
Ste 100

Wyomissing, PA 19610
610-478-4500

The Lord-Kirstien Group - Morgan Stanley

3803 West Chester Pike
Ste 200

Newtown Square, PA 19073
610-892-4427

James L Ferrell - Morgan Stanley

1603 Carmody Court
Suite 100

Sewickley, PA 15143
724-933-1466

Tom Kish - Morgan Stanley

1065 Highway 315
Suite 401

Wilkes Barre, PA 18702
570-819-8002

Robert Phillips - Morgan Stanley

1065 Highway 315
Suite 401

Wilkes Barre, PA 18702
570-819-8012

Allstate Personal Financial Representative: Brian LaSpino

1595 Sumneytown Pike

Lansdale, PA 19446
267-644-3040

Neil Newman - UBS Financial Services Inc.

1735 Market Street
Mellon Bank Center

Philadelphia, PA 19103
215-496-2030

Mac Mathison - Morgan Stanley

1 Ppg Place
Ste 1300

Pittsburgh, PA 15222
412-392-8306

Sean Roth - Morgan Stanley

515 West Hamilton St, 7th
Fl

Allentown, PA 18101
610-391-6328

Premier Planning Group

1260 Valley Forge Road
Suite 107

Phoenixville, PA 19460
610-917-9600

The Iocco Wealth Management Group - Morgan Stanley

1787 Sentry Pky W
Bldg 18 Ste 440

Blue Bell, PA 19422
215-274-2565

Wendy H Foster - Morgan Stanley

100 Front St.
Suite 600

West Conshohocken, PA 19428
610-260-7327

Ying Liang Stickel

1881 Street Rd

Philadelphia, PA 19020
215-633-2894

David Groetsch - Morgan Stanley

1 Ppg Place
Ste 1300

Pittsburgh, PA 15222
412-803-2300

Scanlon Wealth Management

217 Cornwall Drive

Pittsburgh, PA 15238
412-478-5123

Victor Kurtz - Morgan Stanley

777 Township Line Rd
Ste 301

Yardley, PA 19067
215-497-7047

James Igo - Morgan Stanley

221 W Philadelphia St
Ste 301

York, PA 17401
717-852-4146

Riggle Wealth Group

100 Filbert Street

Hanover, PA 17331
717-630-1001

Frank M Staves - Morgan Stanley

899 Cassatt Rd
Ste 100

Berwyn, PA 19312
610-408-1953

Avantax - Steve Aberblatt

6820 Horrocks Street

Philadelphia, PA 19149
215-725-5448

First Resource Bank

844 Paoli Pike

West Chester, PA 19380
610-235-4700

Brown Wealth Management Group - UBS Financial Services Inc.

4000 Town Center

Canonsburg, PA 15317
800-839-5584

Stephen Kosielowski

1919 Easton Rd

Willow Grove, PA 19090
267-615-2816

Jeffrey Detwiler

4950 Kutztown Rd

Temple, PA 19560
610-921-4326

David Nemecek

501 Beaver Rd

Sewickley, PA 15143
412-395-0517

Todd Jones

1700 Walnut St

Philadelphia, PA 19103
215-254-3876

Lisa Hegyes

1731 Grand Blvd

Monessen, PA 15062
724-832-2794

The JKG Group - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-519-3212

The Kelley Financial Group

1605 Carmody Ct
Suite 301

Sewickley, PA 15143
412-528-1920

Daniel Fuhr

1142 Northern Blvd

Clarks Summit, PA 18411
570-455-7135

Christopher Burtley

6052 Ridge Ave

Philadelphia, PA 19128
610-617-0743

The Massaux Group - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-963-3933

The Murray Team - Morgan Stanley

1065 Highway 315
Suite 401

Wilkes Barre, PA 18702
570-821-1810

James D. Travis Jr., CFP - UBS Financial Services Inc.

1735 Market Street
Mellon Bank Center

Philadelphia, PA 19103
215-496-2122

Mary Mcevoy-Dockeray - Morgan Stanley

1065 Highway 315
Suite 401

Wilkes Barre, PA 18702
570-821-1830

Blackbridge Financial

11659 Old Lake Road

North East, PA 16428
814-315-2320