Affiliations
Estate Planning is an interdisciplinary service that incorporates attorneys, investment professionals, trustees, insurance experts, and income tax planning. In addition to addressing legal issues, Tellie & Coleman considers other financial advisory services to properly complete an individual’s estate plan. As many of these skills should be outsourced to other professionals, we work with our clients to choose the right fit through our vast network of professional relationships. Accountants: Kevin J. Conner, MST, CPA (Newtown, PA)- kconner@connercpa.com George Marcinek, CPA (Gouldsboro,PA) – mgeorge1@live.com Ginader & Jones Company (Scranton, PA) – www.ginaderjones.com McGrail, Merkel, Quinn & Associates (Dunmore, PA) – www.mmq.com Kelly Barbetti & Co. (Dunmore, PA) Robert Rossi & Co. (Olyphant, PA) – www.rrco.net Slamon & Company (Swoyersville, PA) – edt@slamonco.com Snyder & Clemente (Kingston, PA) – jim@clementecpa.com Timothy P. Farrell, CPA (Clarks Summit, PA) – tpfcpa@comcast.net Thomas M. Gill, Jr., CPA (West Wyoming, PA) – tomgill@gillcpas.com William Owens, CPA (Montrose, PA) – weocpa@nep.net Insurance: Brian Boyle, Howell Benefit Services (Wilkes-Barre, PA) – www.howellusa.com Brian Dougher, First Financial Group (Wilkes-Barre, PA) – www.firstfinancialgroup.com William Lewis, Sterling Wealth Management (Montrose, PA) – www.swmpa.com/home.aspx Patrick Neville, New York Life (Scranton, PA) - www.newyorklife.com/pennsylvania Northeast Financial (Stroudsburg, PA) – www.nefginc.com Daniel Quinn, Wharton Capital (Philadelphia, PA) – www.whartoncg.com George R. Shadie, AEP,CLU (Wilkes Baree, PA) – www.GeorgeRShadie.com Trust Departments: Community Bank & Trust – www.combk.com Dime Bank – www.thedimebank.com Fidelity Deposit & Discount Bank – www.bankatfidelity.com PNC Bank – www.pnc.com Wachovia Bank – www.wachovia.com Wilmington Trust – www.wilmingtontrust.com Financial Planner: Michael Ricci, Lincoln Financial Securities (Throop, PA) - www.michaeljricci.com Louis Ingargiola, Ingargiola Wealth Management (Dunmore, PA) – www.iwmg.us Elder Matters: Maria Hastie, Geisinger (Scranton, PA) – mchastie@geisinger.edu Other: County Values Financial (Retirement Planning)-www.countryvalues.com