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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

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Michael Scavullo

Solebury Investment Group, Llc.

5266 Bailey Ct.

Doylestown, PA 18901

215-794-3393

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Sean Reading

JW Cole Financial

200 East Main Street

Palmyra, PA 17078

717-838-3168

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Mike Weber

Bluesphere Advisors LLC

2108 Dekalb Pike

East Norriton, PA 19401

484-221-5408

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Vanguard Personal Advisor Services

Vanguard Personal Advisor Services

100 Vanguard Blv V26

Malvern, PA 19355

800-211-7806

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Nick Filippo

Tower Bridge Advisors

101 West Elm Street, Suite 355

Conshohocken, PA 19428

610-260-2222

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Rebecca Pawuk

Edelman Financial Engines, LLC

651 Holiday Drive
Building 5, Suite 400

Pittsburgh, PA 15220

724-900-2927

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Rebecca Pawuk

Edelman Financial Engines, LLC

1605 Carmody Court
Building IV, Suite 100

Sewickley, PA 15143

724-900-2927

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Peter Scilovati

Hoover Financial Advisors

30 Liberty Blvd
Suite 200

Malvern, PA 19355

610-651-2777

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Paul MacCrory

Stifel Nicolaus

20 Ash St, 4th Floor

Conshohocken, PA 19428

610-567-1969

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Amanda Salyer

Edelman Financial Engines, LLC

600 West Germantown Pike
Suite 100

Plymouth Meeting, PA 19462

484-679-4900

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Michael Marion

Marion Wealth Management

2790 Monroeville
Suite 640

Monroeville, PA 15146

412-372-3849

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Jeremiah Sensenig

uFinancial Group

114 Foxshire Rd

Lancaster, PA 17601

610-750-9126

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Robert McCullough

MC2 Financial Advisers, Inc.

24 S. Newtown Street Road
Suite 100

Newtown Square, PA 19073

610-353-7777

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Matthew Wollick

Edelman Financial Engines, LLC

225 Wilmington West Chester Pike
Suite 200

Chadds Ford, PA 19317

484-679-4903

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Peter D. Shelp

Janney Montgomery Scott LLC

# Office Center 270 270 Pierce Street

Kingston, PA 18704

570-283-8140

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Brian J. Donley CFP®

Summit Wealth Advisors

9043 Perry Highway

Pittsburgh, PA 15237

412-367-3980

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Ralph A. Capristo CFP®

Forthright Wealth Planning with Centaurus Financial Inc.

5148 Hamilton Blvd

Allentown, PA 18106

610-530-2300

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Al Osgood, CFP®, MBA

Financial Freedom LLC

5 Great Valley Parkway
Suite 210

Malvern, PA 19355

610-296-9500

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Jason Lazurick

Schuylkill Financial LLC

600 Eagleview Blvd.
Suite 300

Exton, PA 19341

484-318-7188

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Steve DeCesare

DeCesare Retirement Specialists

1515 Market Street
Suite 1200

Philadelphia, PA 19102

856-235-3830

List of Additional Retirement Planners in Pennsylvania*

* Additional advisor listing is provided in partnership with Yext

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Robert A Caldwell - Ameriprise Financial Services, LLC

4055 Monroeville Blvd
Ste 430

Monroeville, PA 15146
800-439-6094

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James I Pfizenmayer - Morgan Stanley

100 Front St.
Suite 600

West Conshohocken, PA 19428
610-260-7115

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Patrick T Wayman - Ameriprise Financial Services, LLC

5 E Germantown Pike

Plymouth Meeting, PA 19462
610-943-3110

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Broberg Investment Group, LLC

73 E. Forrest Avenue
Suite 390

Shrewsbury, PA 17361
717-235-5565

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Allstate Personal Financial Representative: Thomas Logan

21 Plank Ave
Ste 108

Paoli, PA 19301
484-682-9015

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Braverman Financial Associates

2173 Embassy Drive

Lancaster, PA 17603
717-399-4030

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Axias Wealth Advisors

381 Mansfield Ave
Suite 400

Pittsburgh, PA 15220
412-552-8031

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Blue Water Financial, LLC

400 South Greenwood Ave. 3rd Floor
Suite 300

Easton, PA 18045
610-438-0988

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Black Diamond Financial Group

1150 Berkshire Blvd
Suite 245

Wyomissing, PA 19610
610-370-7855

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The Lehigh Valley Group - Morgan Stanley

515 West Hamilton St
7th Fl

Allentown, PA 18101
610-395-7700

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4th River Financial Group

125 Emeryville Road
Suite 320

Cranberry, PA 16066
888-261-8853

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Battaglini & Company, PC

1049 Lancaster Avenue

Berwyn, PA 19312
610-964-1344

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Canonsburg, PA Branch Office - UBS Financial Services Inc.

4000 Town Center Blvd
Suite 100

Canonsburg, PA 15317
724-416-6020

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Christian S. Levan - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-519-4956

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Jane Morgan - UBS Financial Services Inc.

1735 Market Street
Mellon Bank Center

Philadelphia, PA 19103
215-496-2391

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The Bradley Group - UBS Financial Services Inc.

101 West Elm Street
Suite 200

Conshohocken, PA 19428
610-832-2762

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Plotnick Forman Group - UBS Financial Services Inc.

101 West Elm Street
Suite 200

Conshohocken, PA 19428
610-832-3035

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Axios Advisory Group

115 VIP Drive
Suite 120

Wexford, PA 15090
855-817-3132

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Blooming Glen Financial

215-453-1525

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The Admiral Group - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-854-6000

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Benchmark Financial Advisors

2605 Nicholson Road
Suite 3200

Sewickley, PA 15143
724-719-3277

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Conshohocken, PA Branch Office - UBS Financial Services Inc.

101 West Elm Street
Suite 200

Conshohocken, PA 19428
610-832-3000

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Arielle Washington - Morgan Stanley

1650 Market St 42nd
Fl

Philadelphia, PA 19103
215-963-3935

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Southpointe Wealth Management - UBS Financial Services Inc.

4000 Town Center

Canonsburg, PA 15317
724-416-6038

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Ted Williams - Ameriprise Financial Services, LLC

30 E Roseville Rd
Ste E

Lancaster, PA 17601
717-431-0522

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Berardi & Auteri, LLC

484-461-4001

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Blacka Financial Consulting

201 Penn Center Blvd.
Suite #400

Pittsburgh, PA 15235
412-816-2225

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Jeffrey Lowden, CFP - UBS Financial Services Inc.

500 Grant Street
BNY Mellon Center

Pittsburgh, PA 15219
412-562-6714

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Pittsburgh, PA Branch Office - UBS Financial Services Inc.

500 Grant Street
46th Floor

Pittsburgh, PA 15219
724-416-6020

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Great Oak Wealth Partners - Ameriprise Financial Services, LLC

2300 E Lincoln Hwy
Ste 140

Langhorne, PA 19047
215-757-7600

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Crockett Financial Services

1421 East Third Street

Williamsport, PA 17701
570-322-1313

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Bilger & Co, CPAs LLC

521 West Broad Street

Quakertown, PA 18951
215-536-1040

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Ed Williams

2 East Baltimore Avenue

Media, PA 19063
215-648-4356

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Brian Lucas - Ameriprise Financial Services, LLC

2300 E Lincoln Hwy
Ste 140

Langhorne, PA 19047
215-757-7600

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Lynn Evans + Women of Substance LLC

229 Northern Boulevard

Clarks Summit, PA 18411
570-880-0057

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Alvin Clay Financial Advisors LLC

309 York Rd
Suite 215

Jenkintown, PA 19046
267-626-2382

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Andrew M. Meehan

23 Penn Circle

Holland, PA 18966
215-796-0636

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Edward A Krisuk - Ameriprise Financial Services, LLC

224 W Northview Ave

New Castle, PA 16105
724-652-7556

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Rich Allen - Ameriprise Financial Services, LLC

242 E Market St

Mifflinburg, PA 17844
570-966-3080

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James A Gillin - Morgan Stanley

899 Cassatt Rd
Ste 100

Berwyn, PA 19312
610-408-1949

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Maggie Petrillo - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-963-3929

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Abraham Financial Planning

227 Cochran Rd

Pittsburgh, PA 15228
412-853-1961

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Ark Wealth Management

2201 Forest Hills Drive
Suite 9

Harrisburg, PA 17112
717-695-2617

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DBR & CO

436 7th Ave
2800

Pittsburgh, PA 15219
412-227-2800

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Bridger Financial Group

381 Mansfield Avenue
Suite 400

Pittsburgh, PA 15220
412-733-4016

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William P Marshall - Ameriprise Financial Services, LLC

2300 E Lincoln Hwy
Ste 140

Langhorne, PA 19047
215-757-7600

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Tycor Benefit Administrators, Inc.®

850 Cassatt Road
Suite 310

Berwyn, PA 19312
610-251-0670

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Charles Turner - Ameriprise Financial Services, LLC

326 W Chocolate Ave

Hershey, PA 17033
717-533-4070

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Maria Shields - Ameriprise Financial Services, LLC

610 Freedom Business Center Dr
Ste 230

King of Prussia, PA 19406
610-992-2480

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Flack Financial Group Inc.

2840 Ligonier Street

Latrobe, PA 15650
724-537-6425

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VILLA

608 South St

Philadelphia, PA 19147
215-574-4980

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VILLA

1665 State Hill Rd

Wyomissing, PA 19610
610-374-1426

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DTLR

3262 N 5th St Highway

Reading, PA 19605
610-929-2431

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Thomas G Rodman - Morgan Stanley

777 Township Line Rd
Ste 301

Yardley, PA 19067
215-497-7042

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VILLA

6113 Penn Ave E

Pittsburgh, PA 15206
412-361-4703

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Maria Christina Manalang

360-350-0891

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DTLR

435 Wood St
Suite 2

Pittsburgh, PA 15222
412-471-5260

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DTLR

500 Avenue Of The States

Chester, PA 19013
610-874-1529

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VILLA

132 S George St

York, PA 17401
717-845-3011

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DTLR

4 S 52nd St

Philadelphia, PA 19139
215-748-5794

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VILLA

333 Market St

Harrisburg, PA 17101
717-236-4690

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VILLA

739 W Hamilton St

Allentown, PA 18101
610-437-7967

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DTLR

5620 N Broad St

Philadelphia, PA 19141
215-549-0809

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VILLA

4034 Lancaster Ave

Philadelphia, PA 19104
215-243-3760

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Beth Verterano - Ameriprise Financial Services, LLC

235 Beechwood Rd
Ste 1

New Wilmington, PA 16142
724-946-0300

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Stein Wealth Advisors

1700 Ashwood Drive
Suite 1701

Canonsburg, PA 15317
724-260-0491

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Nautic Financial Group

44 Mystic View Lane

Doylestown, PA 18901
267-221-8223

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First Resource Bank

800 Pottstown Pike

Exton, PA 19341
610-363-9400

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The McCort Baker Group - Ameriprise Financial Services, LLC

8500 Brooktree Rd
Ste 302

Wexford, PA 15090
724-799-8516

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Christopher Radke - Morgan Stanley

One Ppg Place
Ste 1300

Pittsburgh, PA 15222
412-803-2102

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John David Link - Ameriprise Financial Services, LLC

375 Southpointe Blvd
Ste 230

Canonsburg, PA 15317
724-746-6975

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RidgePoint Financial Partners - Ameriprise Financial Services, LLC

1717 Langhorne Newtown Rd
Ste 125

Langhorne, PA 19047
267-759-6087

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VILLA

2023 Wharton St

Pittsburgh, PA 15203
412-381-5648

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VILLA

3849 Union Deposit Rd
Unit B

Harrisburg, PA 17109
717-564-1061

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Thomas Hauber - Ameriprise Financial Services, LLC

851 Commerce Blvd
Ste 106

Dickson City, PA 18519
570-489-4750

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May Lai - Ameriprise Financial Services, LLC

865 Easton Rd
Ste 350

Warrington, PA 18976
267-483-5500

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Mark Katarsky - Ameriprise Financial Services, LLC

100 N Wilkes-Barre Blvd
Ste 210

Wilkes-Barre, PA 18702
570-825-7526

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Dave Miller - Ameriprise Financial Services, LLC

1600 Valley View Blvd

Altoona, PA 16602
814-944-3572

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The Beshore Thomas Group - Morgan Stanley

214 Senate Ave
7th Fl

Camp Hill, PA 17011
717-255-6690

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Paul Contos

50 Old Clairton Rd

Pleasant Hills, PA 15236
412-655-8127

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DTLR

1729 South Braddock Avenue

Pittsburgh, PA 15218
412-241-6421

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Klatz Rounick & Associates - Ameriprise Financial Services, LLC

161 Washington St
Ste 1300

Conshohocken, PA 19428
610-897-2816

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Brian Duelfer - Ameriprise Financial Services, LLC

3701 Corporate Pkwy
Ste 130

Center Valley, PA 18034
610-395-6522

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William Cuthbertson - Ameriprise Financial Services, LLC

610 Freedom Business Center Dr
Ste 230

King of Prussia, PA 19406
610-992-2480

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Ardene S Effatt - Ameriprise Financial Services, LLC

1603 Carmody Ct
Ste 400

Sewickley, PA 15143
724-799-2823

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Kenneth Kriebel - Ameriprise Financial Services, LLC

900 E Philadelphia Ave

Boyertown, PA 19512
610-473-8850

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Lon Jury - Ameriprise Financial Services, LLC

1717 Lititz Pike

Lancaster, PA 17601
717-431-2996

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Bishop, Smith and Associates - Ameriprise Financial Services, LLC

1000 Germantown Pike
Ste H1

Plymouth Meeting, PA 19462
610-943-3109

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David Oscar - Morgan Stanley

899 Cassatt Rd
Ste 100

Berwyn, PA 19312
610-408-1906

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Brent Makarczyk - Ameriprise Financial Services, LLC

22 S Prospect St

Nanticoke, PA 18634
570-735-3788

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Mark J Vulcan - Ameriprise Financial Services, LLC

244 W Main St
Ste B

Ligonier, PA 15658
724-238-0234

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Ryan D Murray - Ameriprise Financial Services, LLC

2300 E Lincoln Hwy
Ste 140

Langhorne, PA 19047
215-757-7600

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VIP Financial Matters, LLC

1218 Eleventh Avenue

Altoona, PA 16601
814-943-7075

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Hepburn Financial Advisors

508 Elm Avenue,
Suite 100

Phoenixville, PA 19460
610-933-4442

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Boyer Financial Planning

107 Georgian Place

Somerset, PA 15501
814-444-9070

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Allstate Personal Financial Representative: Joseph Jackalous

1100 W Valley Rd
Ste 10

Wayne, PA 19087
302-354-0452

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Kevin Houser - Ameriprise Financial Services, LLC

3701 Corporate Pkwy
Ste 130

Center Valley, PA 18034
610-530-0700

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Allstate Personal Financial Representative: Margaret Wright

413 S Macdade Blvd

Glenolden, PA 19036
610-583-8040

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Allstate Personal Financial Representative: Chris Horan

130 S State St

Newtown, PA 18940
215-579-0700

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Nastasi-Cannon Wealth Management Group - UBS Financial Services Inc.

101 West Elm Street
Suite 200

Conshohocken, PA 19428
610-832-3029

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David Schaeffer - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-854-6152

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The Hazzouri Group - Morgan Stanley

1065 Highway 315
Suite 401

Wilkes Barre, PA 18702
570-821-1800

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Keith Joffe - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-963-3854

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The Atherton Centre Group - Morgan Stanley

720 South Atherton Street
First Floor

State College, PA 16801
814-861-1700

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John Oakes - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-854-1183

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Jenny M Fay - Morgan Stanley

1 Ppg Place
Ste 1300

Pittsburgh, PA 15222
412-392-8248

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The Feola Condello Group - Morgan Stanley

1603 Carmody Court
Suite 100

Sewickley, PA 15143
724-933-1460

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Benjamin Reiter - Ameriprise Financial Services, LLC

652 W 6th St

Erie, PA 16507
814-836-5234

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Robert Gorman - Ameriprise Financial Services, LLC

101 W Elm St
Ste 610

Conshohocken, PA 19428
484-533-6602

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Wilsons Leather

2200 Tanger Blvd
Ste. 102

Washington, PA 15301
724-503-6738

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William Giles Bishop - Ameriprise Financial Services, LLC

1000 Germantown Pike
Ste H1

Plymouth Meeting, PA 19462
610-943-3102

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Joseph L Baird - Ameriprise Financial Services, LLC

523 W Chocolate Ave
Ste 100

Hershey, PA 17033
717-534-9980

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Mark A Milligan - Morgan Stanley

1787 Sentry Pky W
Bldg 18 Ste 440

Blue Bell, PA 19422
215-274-2110

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John D Jim - Ameriprise Financial Services, LLC

865 Easton Rd
Ste 350

Warrington, PA 18976
267-483-5500

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Edward Jones - Financial Advisor: Sheri Purdy

1372 N Susquehanna Trail
Suite 170

Selinsgrove, PA 17870
570-743-1025

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Matthew Fischman at CrossCountry Mortgage, LLC

330 S. State St., Offices 5 & 6
Offices 5 & 6

Newtown, PA 18940
610-222-5449

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DTLR

28 S 69th St

Upper Darby, PA 19082
610-352-2469

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Edward Jones - Financial Advisor: Nathan R Foster

2144 Palomino Road

Dover, PA 17315
717-624-1361

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Aaron Borstein - Ameriprise Financial Services, LLC

2300 E Lincoln Hwy
Ste 140

Langhorne, PA 19047
267-202-0454

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DTLR

510 Penn St

Reading, PA 19601
610-376-9773

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DTLR

1231 N Broad St

Philadelphia, PA 19122
215-235-3020

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VILLA

1 W 4th St

Bethlehem, PA 18015
610-861-4814

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HomeWell of Southeastern Pennsylvania

72-A S Trooper Road

Trooper, PA 19403
610-233-2323

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Richard Kappel - Ameriprise Financial Services, LLC

3824 Northern Pike
Ste 850

Monroeville, PA 15146
412-374-7400

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The Poore Group - Morgan Stanley

1350 Broadcasting Rd
Ste 100

Wyomissing, PA 19610
610-478-4546

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Craig B Eastwood - Ameriprise Financial Services, LLC

326 W Chocolate Ave

Hershey, PA 17033
717-533-4070

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Tim McCarty - Ameriprise Financial Services, LLC

1045 S Cedar Crest Blvd

Allentown, PA 18103
610-439-7000

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Jeremy Rivers

665 N East St

Carlisle, PA 17013
717-533-4315

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Daniel Fuller

5999 Allentown Blvd

Harrisburg, PA 17112
717-777-3304

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Jason Harken

429 W. Ridge Pike

Limerick, PA 19468
610-495-2686

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Michael Banwell

1 E Main St

Lititz, PA 17543
717-625-3186

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John Battista

8250 Old York Rd

Elkins Park, PA 19027
215-884-9753

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One Financial Services

1605 N Cedar Crest Blvd Ste 515

Allentown, PA 18104
610-437-3500

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Dean J. Cimino - Morgan Stanley

1787 Sentry Pky W
Bldg 18 Ste 440

Blue Bell, PA 19422
215-572-4502

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VILLA

3506 Capital City Mall Dr

Camp Hill, PA 17011
717-761-3523

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The Mundy Wealth Management Group - Morgan Stanley

899 Cassatt Road
Suite 100

Berwyn, PA 19312
610-408-1993

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Jacqueline Nonnemacher - Ameriprise Financial Services, LLC

5000 W Tilghman St
Ste 153

Allentown, PA 18104
610-530-1445

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Anthony Scollo

6125 Saltsburg Road

Verona, PA 15147
412-795-1220

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Bradley Ingersoll - Morgan Stanley

4259 West Swamp Road
Suite 400

Doylestown, PA 18902
215-230-6917

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Allstate Personal Financial Representative: David Lewis

7805 Frankford Ave

Philadelphia, PA 19136
215-356-9217

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Charles Kuntz - Morgan Stanley

Two Town Place
Ste 100

Bryn Mawr, PA 19010
610-542-2910

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Robert V. Kyle III - Morgan Stanley

100 Front St.
Suite 600

West Conshohocken, PA 19428
610-260-7684

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Thomas Hall - Morgan Stanley

720 S Atherton St
1st Floor

St. College, PA 16801
814-861-1702

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Don Nowak - Morgan Stanley

1787 Sentry Pky W
Bldg 18 Ste 440

Blue Bell, PA 19422
215-572-4529

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Shilpa Patel

4565 New Falls Rd

Levittown, PA 19056
215-945-2714

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William Torrance

330 Oregon Ave

Philadelphia, PA 19148
215-952-0670

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Independence Advisors, LLC

620 Lee Rd STE 100

Wayne, PA 19087
610-695-8070

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Andrew Douglas

510 Kimberton Rd

Phoenixville, PA 19460
610-933-2025

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Allied Financial Advisors, LLC

3 Terry Dr
Suite 201A

Newtown, PA 18940
215-874-6422

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William Keller

25 E Main St

Lansdale, PA 19446
267-615-2802

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Adam Boyce

196 S Wyoming Ave

Kingston, PA 18704
570-826-2926

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Michael Maloy

4210 William Penn Hwy

Monroeville, PA 15146
412-317-5521

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Joseph Grieco

40 S Main St

Washington, PA 15301
724-225-6400

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Nita Amin

824 E Street Rd

Warminster, PA 18974
215-364-9416

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Justin Spierling

3835 Peach St

Erie, PA 16509
814-234-6321

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Jesse Pantano

733 West Lancaster Ave

Bryn Mawr, PA 19010
215-254-3807

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Domenico Sciulli

603 Stanwix St

Pittsburgh, PA 15222
412-227-4355

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Investor Schooling

108 Corporate Dr. East

Langhorne, PA 19047
267-214-8830

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Laura Santelli

814 Main St

Stroudsburg, PA 18360
570-424-7105

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Marion Trpcic

1704 Mount Royal Blvd

Glenshaw, PA 15116
412-487-7605

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Allstate Personal Financial Representative: Jeffrey Matthews

2651 Monroeville Blvd

Monroeville, PA 15146
412-372-2400

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John O'Reilly

75 N Market St

Nanticoke, PA 18634
570-826-2872

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John Fitzgerald

559 N. Main St.

Doylestown, PA 18901
267-315-5041

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Joseph Braut

7327 Frankford Ave

Philadelphia, PA 19136
215-254-3830

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Metatrends, LLC

724-869-7526

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Brendan O Reilly - Ameriprise Financial Services, LLC

1717 Langhorne Newtown Rd
Ste 125

Langhorne, PA 19047
610-825-4909

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Charles Walp - Ameriprise Financial Services, LLC

1717 Lititz Pike

Lancaster, PA 17601
717-735-6990

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Shrinivas Penugonda - Ameriprise Financial Services, LLC

790 Penllyn Blue Bell Pike
Ste 300

Blue Bell, PA 19422
215-259-3421

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Daniel White - Ameriprise Financial Services, LLC

168 W Ridge Pike
Ste 202

Limerick, PA 19468
610-825-4909

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Jeremy Heller - Ameriprise Financial Services, LLC

531 Gordon Ave

Narberth, PA 19072
610-825-4909

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Morgan Stanley

2600 Old Washington Road

Upper Saint Clair, PA 15241
412-833-0310

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John West - Ameriprise Financial Services, LLC

2300 E Lincoln Hwy
Ste 140

Langhorne, PA 19047
267-202-4114

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Bala Financial Group

300 Bridge Street

Phoenixville, PA 19460
610-933-3507

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The Numerick/Kuechler Group - Morgan Stanley

1 Monroeville Center
Suite 1010

Monroeville, PA 15146
412-373-3100

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Heather Reed - Ameriprise Financial Services, LLC

2790 Mosside Blvd
Ste 620

Monroeville, PA 15146
412-646-1834

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Pittsburgh, PA Branch Office - UBS Financial Services Inc.

5600 Walnut Street

Pittsburgh, PA 15232
724-416-6020

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Jonas Kauffman - Ameriprise Financial Services, LLC

1717 Lititz Pike

Lancaster, PA 17601
717-431-2996

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Brubaker Group LLC

23 N Derr Dr.
Suite 2

Lewisburg, PA 17837
570-524-4134

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Braun-Bostich & Associates, Inc.

1600 Ashwood Drive
Suite 1601

Canonsburg, PA 15317
724-942-2639

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SecondHalf Coach Wealth Management

2519 Ligonier Street

Latrobe, PA 15650
724-537-2799

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Dane Burkholder - Ameriprise Financial Services, LLC

30A E Roseville Rd

Lancaster, PA 17601
717-735-2332

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Shawn Greenland - NEXT Financial Group, Inc.

1300 Bent Creek Blvd
Suite 201

Mechanicsburg, PA 17050
717-795-8820

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Edward Kassab - Morgan Stanley

3803 West Chester Pike
Ste 200

Newtown Square, PA 19073
610-430-1942

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Fairman Group Family Office

1200 Liberty Ridge Drive, Suite 320

Chesterbrook, PA 19087
610-889-7300

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William J. Sumski

2300 Scarsborough Drive

Harrisburg, PA 17112
717-856-1592

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Carnegie Investment Counsel

1845 Walnut Street
Suite 1974

Philadelphia, PA 19103
215-735-0299

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Johnston and Associates

400 Southpointe Boulevard
Suite 210

Canonsburg, PA 15317
724-338-8900

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Veritas Strategies

18 North Main Street
Suite 210

Doylestown, PA 18901
215-345-5552

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Carnegie Investment Counsel

1500 Ashwood Dr.
Suite 1504

Canonsburg, PA 15317
412-235-1105

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Hoffman Wealth Management

800 Lowry Avenue

Jeannette, PA 15644
724-522-5411

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Anthony J Bruno - Ameriprise Financial Services, LLC

865 Easton Rd
Ste 350

Warrington, PA 18976
267-483-5500

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Gateway Wealth Strategies, Inc

300 Bilmar Dr
Ste 200

Pittsburgh, PA 15205
412-921-2900

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Armstrong Wealth Management

308 Market St.

Kittanning, PA 16201
724-545-1919

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The Capital Legacy, LLC

780 Newtown-Yardley Road
Suite 310

Newtown, PA 18940
215-860-8400

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Ralph Freedman - Ameriprise Financial Services, LLC

1603 Carmody Ct
Ste 400

Sewickley, PA 15143
412-264-4200

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Flaherty Financial Services, LLC

644 East Broad St

Souderton, PA 18964
215-723-2000

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Tompkins Financial Advisors

1240 Broadcasting Road

Wyomissing, PA 19610
610-372-7737

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Explore Financial Group

24 Veterans Square
2nd Floor

Media, PA 19063
888-540-1401

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Olewine Financial Group

113 Pennsylvania Ave. West

Warren, PA 16365
814-726-1333

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Dugos Financial

4154 Old William Penn Hwy
Suite 100

Murrysville, PA 15668
724-327-2601

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Riley Wealth Strategies

1290 N 9th Street

Stroudsburg, PA 18360
570-424-0667

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KeeMoneyMatters

1275 Glenlivet Drive
Suite 100

Allentown, PA 18106
484-224-3036

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KCA Wealth Management, LLC

3806 Market Street
Suite 1

Camp Hill, PA 17011
717-774-7080

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Roche Financial, Inc.

1610 E. Third St.

Williamsport, PA 17701
570-322-1880

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Hittinger Financial

514 Fullerton Avenue

Whitehall, PA 18052
610-433-7567

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The Block Financial Group

20 East 2nd Avenue
Suite 300

Conshohocken, PA 19428
610-482-4200

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NYLIFE Securities LLC Constitution General Office: Rosetta L. Conigliaro

555 East City Avenue
Suite 800

Bala Cynwyd, PA 19004
888-863-1924

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Jeffrey Bendis - LPL Financial

100 Northpointe Circle
Suite 301

Seven Fields, PA 16046
724-602-0307

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Wilson Insurance & Financial Planning

1732 W. Cheltenham Ave

Philadelphia, PA 19126
215-924-8260

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Wesch Financial LLC

429 Smokepipe Road

Souderton, PA 18964
215-368-4706

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Hazleton, Karen M CPA

696 Front St

Nanticoke, PA 18634
570-735-0418

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Simple Financial Solutions, LLC

4006 S Warner Road

Lafayette Hill, PA 19444
609-682-1280

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Hoffman Financial Services

1811 Lesher Mill Rd.

Palm, PA 18070
215-679-2393

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Canella Financial Group

1150 Thorn Run Road
Suite 102

Coraopolis, PA 15108
412-262-1040

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Daniel McDevitt - Ameriprise Financial Services, LLC

610 Freedom Business Center Dr
Ste 230

King of Prussia, PA 19406
610-992-2480

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Corio & Associates, LLC

744 West Lancaster Avenue
Suite 235

Wayne, PA 19087
610-293-8322

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Fidelity Asset Management Services

101 North Blakely Street

Dunmore, PA 18512
570-504-2206

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Physicians Private Client Group

600 West Germantown Pike
Ste 400

Plymouth Meeting, PA 19462
610-940-1733

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The Financial Group of Philadelphia, Inc.

610 Lakeside Park

Southampton, PA 18966
215-396-3312

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Walsh & Nicholson Financial Group

119 West Wayne Avenue

Wayne, PA 19087
610-688-4447

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Woodbury Financial Services, Inc.

6000 Babcock Blvd
Suite #1009B

Pittsburgh, PA 15237
412-364-6446

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Devon Financial Group, Ltd.

150 S Warner Rd
Ste 256

King of Prussia, PA 19406
610-971-1750

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PFG Wealth Planning Group, LLC

476 Rolling Ridge Drive
Suite 333

State College, PA 16801
814-238-0544

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Elizabeth A Lauer - Ameriprise Financial Services, LLC

4641 Pottsville Pike
Ste 108

Reading, PA 19605
610-926-6649

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Richard T. Suro Associates, Inc.

333 N. Oxford Valley Rd
Suite 508

Fairless Hills, PA 19030
215-949-0854

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Michael Steiner NYL Financial Services Professional

225 West Station Square Drive

Pittsburgh, PA 15219
412-392-3682

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Good Life Advisors

3477 Corporate Parkway
Suite 100

Center Valley, PA 18034
610-572-7341

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Pultro Financial Management

926 Town Center
Unit D1

New Britain, PA 18901
215-489-3876

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TBAER Wealth Management

208 E. Bayfront Pkwy
Suite 202

Erie, PA 16507
814-459-6669

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Tompkins Financial Advisors

1767 Sentry Parkway West
Suite 210

Blue Bell, PA 19422
610-372-7737

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Scott Butler, Certified Financial Planner

25 East Center St

Nazareth, PA 18064
610-759-8710

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VILLA

1855 E Lincoln Highway

Coatesville, PA 19320
610-384-6148

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VILLA

51 N Queen St

Lancaster, PA 17603
717-399-4000

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DTLR

3600 Germantown Ave

Philadelphia, PA 19140
215-223-2325

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VILLA

3058 Kensington Ave

Philadelphia, PA 19134
215-739-4900

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DTLR

221 W Main St
Suite 100

Norristown, PA 19401
610-275-3609

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VILLA

166 Lehigh Valley Mall

Whitehall, PA 18052
610-266-1893

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VILLA

5700 Germantown Ave

Philadelphia, PA 19144
215-438-6345

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VILLA

1616 E Wadsworth Ave

Philadelphia, PA 19150
215-242-4392

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VILLA

160 N Gulph Rd
Space 2022

King Of Prussia, PA 19406
610-265-3940

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VILLA

284 Park City Center

Lancaster, PA 17601
717-209-7105

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DTLR

1217 Chestnut St

Philadelphia, PA 19107
215-665-9720

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DTLR

1416 Chestnut St

Philadelphia, PA 19102
215-575-0483

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The Laudadio Team

550 E Swedesford Road
Suite 140

Wayne, PA 19087
484-654-0759

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The Webber Ishler Group - Morgan Stanley

720 S Atherton St
1st Floor

St. College, PA 16801
814-861-1717

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Jill Baker - Ameriprise Financial Services, LLC

8500 Brooktree Rd
Ste 302

Wexford, PA 15090
724-799-8514

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Jonathan Alexander CFP, CLTC

1 Belmont Avenue
Suite 1000

Bala Cynwyd, PA 19004
610-660-4607

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Michael Howard - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-963-3896

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Anthony Essis - Ameriprise Financial Services, LLC

28C E Roseville Rd

Lancaster, PA 17601
717-869-6377

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Katherine Baum - Morgan Stanley

One Ppg Place
Ste 1300

Pittsburgh, PA 15222
724-933-1461

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Matthew Lamorgese - Morgan Stanley

3803 West Chester Pike
Ste 200

Newtown Square, PA 19073
610-430-1936

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IFS Group

1205 Manor Drive
Suite 200

Mechanicsburg, PA 17055
717-766-1144

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New Era Wealth Management

1853 William Penn Way
Suite 19

Lancaster, PA 17601
717-475-7394

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The Fischetti Barry Group - Morgan Stanley

2600 Old Washington Road

Upper Saint Clair, PA 15241
412-833-0310

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Kistler-Tiffany Advisors

920 Cassatt Road
Suite 205

Berwyn, PA 19312
610-722-3300

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The Hoffmeier Romanelli Group - Morgan Stanley

515 West Hamilton St
7th Fl

Allentown, PA 18101
610-395-7700

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Wendy Masse - Morgan Stanley

899 Cassatt Rd
Ste 100

Berwyn, PA 19312
610-408-1996

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The Hamilton Group - Morgan Stanley

701 Main St
Ste 501

Stroudsburg, PA 18360
570-421-3100

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Crossroads Advisors Group - Ameriprise Financial Services, LLC

4641 Pottsville Pike
Ste 108

Reading, PA 19605
610-926-6649

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The MacPhail Group - Morgan Stanley

One PPG Place
Suite 1300

Pittsburgh, PA 15222
412-434-8500

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Hooman & Associates - Ameriprise Financial Services, LLC

2100 Georgetowne Dr
Ste 202

Sewickley, PA 15143
724-935-0200

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Mary Beth Donas - Morgan Stanley

1065 Highway 315
Suite 401

Wilkes Barre, PA 18702
570-821-1829

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Founding Capital, LLC

1767 Sentry Parkway West
Suite 200

Blue Bell, PA 19422
484-222-3192

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Moff & Associates

130 Court Street
Suite 205

Williamsport, PA 17701
570-326-2533

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Carl J. Rimer - Morgan Stanley

100 State Street
Ste 430

Erie, PA 16507
814-871-1865

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Abramson, Hartnett & Associates - Ameriprise Financial Services, LLC

161 Washington St
Ste 1300

Conshohocken, PA 19428
610-897-2800

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Allstate Personal Financial Representative: Brendan Schuck

405 Floral Vale Blvd

Yardley, PA 19067
215-317-4729

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The White Heron Group - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-560-5900

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CoActive Wealth Strategists, LLC

3013A Kutztown Road

Reading, PA 19605
610-921-0600

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Fort Pitt Capital Group LLC

680 Andersen Drive
Foster Plaza Ten, Suite 350

Pittsburgh, PA 15220
412-921-1822

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Allstate Personal Financial Representative: Jonathan Rees

3309 Liberty St
Ste 1188

Erie, PA 16508
814-868-9800

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Richard Mellick

501 Beaver Rd

Sewickley, PA 15143
412-741-4104

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Daniel Lavezoli

1918 McCague St

Pittsburgh, PA 15218
412-271-4301

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Jennifer Williams

3136 Leechburg Rd

Lower Burrell, PA 15068
724-339-2657

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John Rishell

907 22nd St

Aliquippa, PA 15001
724-378-0096

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The Munera Group - Morgan Stanley

899 Cassatt Rd
Ste 100

Berwyn, PA 19312
610-408-1909

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John Holleran - Morgan Stanley

1 Ppg Place
Ste 1300

Pittsburgh, PA 15222
412-803-2189

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John Floyd Yerger - Morgan Stanley

520 Pellis Road

Greensburg, PA 15601
724-853-2810

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Megan L Spear - Ameriprise Financial Services, LLC

5700 Corporate Dr
Ste 600

Pittsburgh, PA 15237
412-635-5800

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Nicholas Stabile - Ameriprise Financial Services, LLC

607 S 4th St

Hamburg, PA 19526
610-562-9497

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Todd M Rohrbaugh - Ameriprise Financial Services, LLC

3995 E Market St

York, PA 17402
717-755-2005

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Thomas Cichocki - Morgan Stanley

515 West Hamilton St
7th Fl

Allentown, PA 18101
610-391-6317

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Becky Stevens - Morgan Stanley

720 South Atherton Street
First Floor

State College, PA 16801
814-861-1715

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Francis Giamboy

5001 Edgemont Ave

Brookhaven, PA 19015
610-874-2577

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SCHUYLKILL FINANCIAL

711 Spring St

Wyomissing, PA 19610
610-670-1656

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Carbaugh Linz Group - Morgan Stanley

221 W Philadelphia St
Ste 301

York, PA 17401
717-854-5553

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Susan Gabor - Ameriprise Financial Services, LLC

3701 Corporate Pkwy
Ste 130

Center Valley, PA 18034
610-395-6522

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Allstate Personal Financial Representative: Bryan Strausbaugh

11320 Old Route 16 St

Waynesboro, PA 17268
717-749-4197

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Eric W Loop - Morgan Stanley

720 S Atherton St
1st Floor

St. College, PA 16801
814-861-1734

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Michael Johnson - Morgan Stanley

4259 West Swamp Road
Suite 400

Doylestown, PA 18902
215-230-6912

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Ronald Walchack - Ameriprise Financial Services, LLC

1603 Carmody Ct
Ste 400

Sewickley, PA 15143
724-799-2763

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Equitable Advisors: Gregory Ashekian

205 Granite Run Drive
Suite 230

Lancaster, PA 17601
717-560-7015

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The Beacon Group - Morgan Stanley

1787 Sentry Pky W
Bldg 18 Ste 440

Blue Bell, PA 19422
215-572-2287

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PTM Wealth

1501 Lower State Road
Building D, Suite 206

North Wales, PA 19454
267-317-1515

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Terence Kita - Ameriprise Financial Services, LLC

400 Cresson Blvd
Ste 106

Phoenixville, PA 19456
484-392-7095

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Sean Gold - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-963-3972

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Allstate Personal Financial Representative: Mark Cornell

1381 Plank Rd
Ste 105

Duncansville, PA 16635
814-977-3200

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AutoZone Auto Parts

1200 W Market St

York, PA 17404
717-916-6859

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VILLA

100 Robinson Center Dr
Suite 1490

Pittsburgh, PA 15205
412-788-1060

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DWD Portfolio Solutions, Inc.

1910 Cochran Road
Manor Oak One, Suite 620

Pittsburgh, PA 15220
412-341-6642

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Jeremy D Henn - Ameriprise Financial Services, LLC

4641 Pottsville Pike
Ste 108

Reading, PA 19605
610-926-6649

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Michael Forney - Ameriprise Financial Services, LLC

88 Fort Couch Rd
Ste 210

Pittsburgh, PA 15241
412-831-6240

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Ivana Liberatore CPA, CFP® & Associates

228 East McMurray Road
Suite A

McMurray, PA 15317
724-942-3340

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Lincoln Investment

5 Walnut Grove Drive
Suite 240

Horsham, PA 19044
215-885-7115

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Ralph Martin - Ameriprise Financial Services, LLC

8500 Brooktree Rd
Ste 302

Wexford, PA 15090
724-799-8513

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Curtis B. Nelson - Morgan Stanley

899 Cassatt Rd
Ste 100

Berwyn, PA 19312
610-408-6592

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The Kempf Group - Morgan Stanley

214 Senate Ave
7th Fl

Camp Hill, PA 17011
866-588-4613

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Allstate Personal Financial Representative: Finn Tellefsen

1100 W Valley Rd
Ste 10

Wayne, PA 19087
610-254-8500

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Curtis Wilson - UBS Financial Services Inc.

1735 Market Street
Mellon Bank Center

Philadelphia, PA 19103
215-972-6862

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The Bryn Mawr Group - Morgan Stanley

Two Town Place
Ste 100

Bryn Mawr, PA 19010
610-542-2930

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Jerrin Palathinkal

610-487-0888

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Martha Harding - UBS Financial Services Inc.

411 South State Street
2nd Floor

Newtown, PA 18940
215-579-6006

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Robert Santorsa - Morgan Stanley

Two Town Place
Ste 100

Bryn Mawr, PA 19010
610-542-2943

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Mark W Korlishin - Morgan Stanley

1065 Highway 315
Suite 401

Wilkes Barre, PA 18702
570-821-1812

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Mark J Brennan - Morgan Stanley

221 W Philadelphia St
Ste 301

York, PA 17401
717-852-4132

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Anthony Haddad - Morgan Stanley

515 West Hamilton St, 7th
Fl

Allentown, PA 18101
610-391-6315

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Allstate Personal Financial Representative: Jeffrey Ranz

6750 Iroquois Trail
Ste 3

Allentown, PA 18104
484-929-2000

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Goosehead Insurance - Geoffrey Pratt

731 Skippack Pike
Building 2

Blue Bell, PA 19422
267-571-6221

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Arthur Douglas Stevens - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-854-6058

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Ameriwealth Retirement Services

101 East Moreland Avenue
Suite 102

Hatboro, PA 19040
215-443-0974

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Haddon Planning Group

11 Penns Trail
Suite 600

Newtown, PA 18940
856-428-5300

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Financial Strategies & Designs, Inc.

7540 Windsor Drive
Suite 110

Allentown, PA 18195
610-791-4750

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Pinnacle Advisor Group

2851 South Pike Avenue
Suite D

Allentown, PA 18103
610-797-2201

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John M. Dilworth Financial Services

2801 Memorial Blvd
Ste 2A

Connellsville, PA 15425
724-628-5199

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James Lemonick - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-519-4951

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Grudzinski Financial Services

51 Polar St.

Plains, PA 18705
570-826-5066

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Pathway Financial Group

60 West Church Street
Unit C

Denver, PA 17517
717-690-1335

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Kevin David Martz - Morgan Stanley

1787 Sentry Pky W
Bldg 18 Ste 440

Blue Bell, PA 19422
215-572-2252

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Wealth Protection Strategies

1950 Street Road
Suite 319

Bensalem, PA 19020
215-245-4059

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The Williard Group - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-519-3207

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Brumbaugh Wealth Management

760 Constitution Drive
Suite 100

Exton, PA 19341
610-458-2495

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Secure Planning Group

200 Gibraltar Road
Suite 315

Horsham, PA 19044
215-540-5566

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Key Wealth Management

9500 Brooktree Road
Suite 102

Wexford, PA 15090
724-934-9196

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Jeffrey Smith - Ameriprise Financial Services, LLC

1000 Germantown Pike
Ste H1

Plymouth Meeting, PA 19462
610-943-3101

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Joseph Molinero - Morgan Stanley

1 Ppg Place
Ste 1300

Pittsburgh, PA 15222
412-803-2167

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Krum Insurance & Financial Services, LLC

1021 Mill Creek Drive
Suite 10

Feasterville, PA 19053
215-396-2888

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Scott Wolfe

4570 Fifth Ave

Pittsburgh, PA 15213
412-683-1985

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James Marks

525 William Penn Place

Pittsburgh, PA 15219
412-867-4724

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Ryan Kennis

525 William Penn Place

Pittsburgh, PA 15219
412-918-4749

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Deborah Rounick - Ameriprise Financial Services, LLC

161 Washington St
Ste 1300

Conshohocken, PA 19428
610-897-2816

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