The Best Advisor team in Jim Thorpe, Pennsylvania

Geoff Mosebach - State Farm Insurance Agent is a trusted insurance agency located at 314 Main Street in Slatington, Pennsylvania. Our office is conveniently situated between Boyers Hardware and the Fireman's Statue, next to Bechtels Pharmacy. We proudly serve the communities of Slatington, Walnutport, Lehighton, New Tripoli, Schnecksville, Palmerton, Jim Thorpe, and the surrounding areas with a wide range of insurance services including Auto, Home, Renter’s, Life, and Business Insurance, as well as Financial Services. As your State Farm Insurance Agent, I have been serving the Slatington area since 2004. With a team of dedicated professionals, we strive to provide exceptional service to our customers and help them protect what matters most. Whether you are relocating to the Lehigh and Carbon County areas or need assistance with insurance and financial services, we are here to help.

Mauch Chunk Trust Wealth Management is a reputable financial institution located at 1202 North Street in Jim Thorpe, Pennsylvania, United States. Specializing in wealth management, this institution offers a range of services to help clients effectively manage and grow their assets. With a team of experienced and knowledgeable professionals, Mauch Chunk Trust is dedicated to providing personalized financial solutions tailored to each client's unique needs and goals. Whether you are planning for retirement, investing for the future, or looking to protect your wealth, Mauch Chunk Trust Wealth Management is committed to helping you achieve financial success.

Freedom Bridge Capital Deferred Sales Trust is a finance institution located at 1578 Pennsylvania 903, Jim Thorpe, Pennsylvania, United States. The institution specializes in helping business and property owners defer capital gains tax on the sale of their assets through a legal and proven investment strategy known as the Deferred Sales Trust (DST). By utilizing the DST, owners can defer paying high capital gains taxes, potentially saving up to 20-35% of their profit. The DST offers tax benefits, flexible investment options, liquidity, and wealth succession opportunities for owners and their families. The Deferred Sales Trust is governed by IRC 453 of the Internal Revenue Code, allowing owners to defer capital gains taxes legally. Through the DST, owners can build a passive income stream, spread out their capital gains taxes over time, and secure their promissory note with diverse investments. The institution's team of professionals works closely with owners to complete transactions, set up payment structures, and create wealth succession plans.

Northeast Revenue Services is a finance institution located at 410 Center Avenue in Jim Thorpe, Pennsylvania, United States. They specialize in providing revenue management solutions for government agencies and municipalities to optimize their financial operations. With a team of experienced professionals, Northeast Revenue Services offers a range of services including tax collection, billing, and compliance enforcement. Their goal is to help clients maximize revenue and improve overall financial performance.