Community financial services in Allentown, Pennsylvania
47 results found
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Embassy Bank for the Lehigh Valley - Allentown
● ClosedEmbassy Bank for the Lehigh Valley in Allentown, Pennsylvania is a trusted financial institution offering a wide range of banking services. Conveniently located at 4148 Tilghman Street, Embassy Bank provides ATM services, personal and business banking solutions, and expert financial advice to help you achieve your goals. With a commitment to exceptional customer service and community involvement, Embassy Bank is the perfect choice for all your banking needs in the Lehigh Valley area.
4148 Tilghman St, Allentown, PA 18104, United States -
Anthony Barber - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAnthony Barber is a financial advisor at Ameriprise Financial Services, LLC located at 5100 Tilghman Street in Allentown, Pennsylvania, United States. He holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and Behavioral Financial Advisor. These certifications demonstrate his expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, and portfolio management. Additionally, Anthony is knowledgeable in areas such as fixed-rate and variable annuities, issues impacting seniors, divorce financial analysis, estate planning, exit planning, securities analysis, mutual funds, special needs planning, long-term care, and life insurance. He is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and members of the military community. If you are seeking expert advice and guidance on your financial goals and investments, Anthony Barber is a trusted and experienced professional to help you navigate the complexities of financial planning.
5100 Tilghman St #211, Allentown, PA 18104, United States -
Dylan Okonski - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDylan Okonski - Financial Advisor at Ameriprise Financial Services, LLC, located at 1045 South Cedar Crest Boulevard in Allentown, Pennsylvania, offers personalized financial planning services to help clients reach their goals. With a focus on retirement, education, major purchases, and more, Dylan provides investment recommendations tailored to individual risk tolerance. Regular progress reviews and updates ensure that strategies remain aligned with clients' evolving needs. Clients can easily access their accounts and track progress towards goals online, with secure communication options available. Those interested can schedule a complimentary initial consultation to learn more about Dylan's services. Dylan Okonski is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC, a member of FINRA and SIPC, does not guarantee future financial results. Privacy and security measures are in place to protect client information. Feel free to refer friends and family to Dylan for assistance with their financial goals.
1045 S Cedar Crest Blvd, Allentown, PA 18103, United States -
Merrill Lynch Financial Advisor Ronald S Ruschman
● ClosedMerrill Lynch Financial Advisor Ronald S Ruschman is a leading finance institution located at 600 Hamilton Street, Allentown, Pennsylvania, United States. As part of the prestigious Merrill Lynch Wealth Management, Ronald S Ruschman and his team are committed to providing exemplary client service and building strong relationships based on trust and personalized service. Recognized by Forbes for their outstanding wealth management teams and advisors, the institution offers a comprehensive approach to financial planning that is tailored to each client's unique goals and priorities. With access to the global resources of Merrill and the expertise of Bank of America, clients can benefit from personalized investment strategies, trust and fiduciary services, and credit and lending solutions.
600 Hamilton St, Allentown, PA 18101, United States -
Merrill Lynch Financial Advisor Raymond P Attisano
● ClosedMerrill Lynch Financial Advisor Raymond P Attisano is a finance institution located at 600 Hamilton Street, Allentown, Pennsylvania, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. They focus on the things that matter most to clients, such as family, goals, and priorities, adapting as they change over time. The institution offers a comprehensive process to manage finances for families and businesses in the community, helping clients achieve their life priorities. Specializing in serving people transitioning to retirement, changing careers, small business owners preparing to sell their company, and next generation business owners, they provide advice in areas such as retirement planning, investments, long-term care planning, and more.
600 Hamilton St, Allentown, PA 18101, United States -
Lehigh Carbon Community College - Allentown
● ClosedLehigh Carbon Community College in Allentown is a dynamic institution located at 718 Hamilton Street in Allentown, Pennsylvania, United States. As a university, it offers a wide range of academic programs and resources to help students achieve their educational goals. With a focus on providing high-quality education and support services, Lehigh Carbon Community College is committed to helping students succeed in their academic and professional endeavors. Whether you're looking to earn a degree, enhance your skills, or explore new career opportunities, this institution is dedicated to helping you reach your full potential.
718 Hamilton St, Allentown, PA 18101, United States -
RKL LLP - Allentown
● ClosedRKL LLP in Allentown, Pennsylvania is a top CPA firm and business consultant that helps organizations and individuals navigate everyday challenges and opportunities. Their team of advisors provides trusted guidance and real results, whether it's enhancing profitability, adopting new technologies, driving efficiency, or securing financial futures. With a pragmatic and honest approach, RKL LLP offers a wide range of solutions including accounting services, financial advisory, business consulting, succession planning, outsourced accounting, HR consulting, and IT consulting. Their team is dedicated to serving clients, supporting each other, and giving back to the local community through service and leadership roles with organizations such as Moravian University, DaVinci Science Center, and the Allentown Academy of the Arts at William Allen High School.
840 Hamilton St #221, Allentown, PA 18101, United States -
People First
● ClosedPeople First is a leading bank and financial institution located at 2141 Downyflake Lane in Allentown, Pennsylvania, United States. With a strong focus on customer satisfaction and community involvement, People First is dedicated to putting people first in all aspects of their financial services. From personal banking to business loans, People First offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Visit us today to experience the difference of banking with People First.
2141 Downyflake Ln, Allentown, PA 18103, United States -
Muhlenberg College
● OpenMuhlenberg College is a prestigious university located at 2400 West Chew Street in Allentown, Pennsylvania, United States. Known for its strong academic programs and vibrant campus community, Muhlenberg offers a wide range of undergraduate and graduate degrees in various fields of study. The institution is committed to providing students with a comprehensive education that combines rigorous academics with hands-on learning experiences. With a focus on personal growth and development, Muhlenberg College is dedicated to preparing students for success in their chosen careers and in life.
2400 W Chew St, Allentown, PA 18104, United States -
The Yurconic Agency
● ClosedThe Yurconic Agency is a well-established finance and insurance agency located at 5910 Hamilton Boulevard in Allentown, Pennsylvania. With a strong presence in the local community, this agency serves as a trusted partner for individuals and businesses seeking comprehensive insurance coverage and financial solutions. Whether you are looking for auto, home, life, or business insurance, The Yurconic Agency offers personalized service and expert guidance to meet your specific needs. Additionally, as a local government office, they are committed to serving the residents of Allentown and providing top-notch customer service. Contact The Yurconic Agency today for all your insurance and financial needs.
5910 Hamilton Blvd #200, Allentown, PA 18106, United States -
Rosario Agency LLC
● ClosedRosario Agency LLC is a multi-faceted institution located at 1027 Union Boulevard in Allentown, Pennsylvania. As a finance and insurance agency, we specialize in providing a wide range of financial services and insurance products to meet the needs of our clients. Additionally, we serve as a local government office, offering assistance and resources to residents in the community. Our store also offers a variety of products and services to cater to the diverse needs of our customers. With a commitment to excellent customer service and a dedication to serving the local community, Rosario Agency LLC is your one-stop destination for all your financial, insurance, and government office needs.
1027 Union Blvd, Allentown, PA 18109, United States -
Golden Multiservices
● ClosedGolden Multiservices is a trusted institution located at 1425 West Chew Street in Allentown, Pennsylvania. As a finance, insurance agency, and local government office, we provide a wide range of services to meet the needs of our community. Our experienced team is dedicated to helping individuals and businesses with their financial and insurance needs, as well as providing support and resources for local government initiatives. Visit us today to see how we can assist you in achieving your goals and securing your future.
1425 W Chew St, Allentown, PA 18102, United States -
Brookside Country Club
● ClosedBrookside Country Club, located at 901 Willow Lane in Macungie, Pennsylvania, is a family-oriented country club that aims to foster a sense of community among its members. With a commitment to providing top-notch services and facilities in a financially responsible manner, Brookside Country Club offers a range of membership options to over 450 area families and their guests. From golfing on the lush greens to relaxing by the pool or enjoying fine dining, members have access to a variety of exciting amenities at Brookside Country Club. Join us and experience the ultimate country club lifestyle in the heart of Allentown.
901 Willow Ln, Macungie, PA 18062, United States -
Shawn Leh - State Farm Insurance Agent
● ClosedShawn Leh - State Farm Insurance Agent is a reputable insurance agency located at 7729 Main Street, Fogelsville, Pennsylvania, United States. The agency serves the Lehigh Valley community and surrounding areas, offering a wide range of insurance options in both English and Spanish. The dedicated team at Shawn Leh State Farm is committed to providing excellent customer service and communication, ensuring that every customer receives the right coverage for their needs. Services include Home, Auto, Life, Business, Health, and Renters Insurance, with free quotes and Insurance and Financial Service Reviews available. The team is passionate about building long-lasting relationships with customers and guiding them through the insurance process with care and respect. With a multilingual team and a secondary office in Allentown, Shawn Leh State Farm is ready to assist customers with all their insurance needs.
7729 Main St, Fogelsville, PA 18051, United States -
Rafael De La Hoz - State Farm Insurance Agent
● ClosedRafael De La Hoz - State Farm Insurance Agent is a trusted insurance agency located at 1703 South 4th Street in Allentown, Pennsylvania. As the first Latino State Farm agent in Allentown, Rafael De La Hoz is dedicated to serving the residents of Allentown, Bethlehem, Easton, and Macungie with personalized insurance services. With a team that speaks both English and Spanish, they offer a range of insurance options including homeowners, renters, auto, life, and business insurance, as well as financial services. Rafael De La Hoz has a personal connection to the importance of insurance, having experienced the support of State Farm firsthand when his home was destroyed by Hurricane Sandy. Inspired by this experience, he became an agent to help others in their times of need. With a strong commitment to the community, Rafael is involved in various organizations and is passionate about making a positive impact in the world.
1703 S 4th St, Allentown, PA 18103, United States -
Bankers Life
● ClosedBankers Life, located at 5000 Tilghman Street in Allentown, Pennsylvania, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising costs of healthcare and the need for long-term care, it's important to be prepared and have discussions with your loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional opportunities. Our award-winning training programs are designed to help you succeed and achieve a financially secure retirement for your community. Join us at Bankers Life for unlimited earning potential, a flexible schedule, and team-building opportunities in your local branch office. Come achieve more with us at Bankers Life!
5000 Tilghman St Ste 310, Allentown, PA 18104, United States -
Lehigh Valley Educators Credit Union
● ClosedLehigh Valley Educators Credit Union is a trusted financial institution located at 3720 Hamilton Boulevard in Allentown, Pennsylvania, United States. As a credit union specifically designed for educators in the Lehigh Valley area, we offer a wide range of financial services and products tailored to meet the unique needs of our members. With a commitment to providing personalized service and competitive rates, we strive to help our members achieve their financial goals. Join us today and experience the benefits of banking with a community-focused credit union.
3720 Hamilton Blvd, Allentown, PA 18103, United States -
Truist
● ClosedTruist is a financial institution located at 4200 Tilghman Street in Allentown, Pennsylvania, United States. As a bank, Truist offers a variety of services including loans, deposit accounts, trust and investment management, securities brokerage, insurance products, and mortgage services. Customers can check if they are pre-qualified for a Truist credit card or find the right loan for their needs. Truist also provides resources for consumers with Limited English Proficiency, including translation services. Please note that tax advice is not provided by Truist, and customers should consult with their own tax or legal professionals before taking any action. Truist is committed to providing clear and transparent communication in English for all customers.
4200 Tilghman St, Allentown, PA 18104, United States -
Members 1st Federal Credit Union
● ClosedMembers 1st Federal Credit Union is a trusted financial institution located at 5605 Hamilton Boulevard in Allentown, Pennsylvania, United States. As a member-owned credit union, we are committed to providing personalized financial services and solutions to our members. With a focus on community involvement and member satisfaction, we offer a wide range of banking products and services, including savings accounts, loans, credit cards, and more. Visit us today to experience the difference of banking with Members 1st Federal Credit Union.
5605 Hamilton Blvd, Allentown, PA 18106, United States -
Embassy Bank for the Lehigh Valley - Trexlertown Marketplace
● ClosedEmbassy Bank for the Lehigh Valley - Trexlertown Marketplace is a full-service banking institution located at 6379 Hamilton Boulevard in Allentown, Pennsylvania. As a trusted financial partner in the Lehigh Valley area, Embassy Bank offers a wide range of banking services, including checking and savings accounts, loans, mortgages, and investment options. Customers can also conveniently access their accounts through the institution's ATM services. With a commitment to personalized customer service and community involvement, Embassy Bank is dedicated to helping individuals and businesses achieve their financial goals.
6379 Hamilton Blvd, Allentown, PA 18106, United States -
Michael Bower - CMG Home Loans Vice President
● ClosedMichael Bower - CMG Home Loans Vice President is a finance institution located at 612 Hamilton Street, Suite 501, Allentown, Pennsylvania, United States. The team at CMG Home Loans, led by Vice President Michael Bower, is dedicated to providing a seamless mortgage lending experience. They are proactive, organized, and communicate effectively throughout the entire process. With their expertise and personalized service, they make obtaining a mortgage stress-free for first-time home buyers and experienced homeowners alike. CMG Home Loans offers a variety of innovative mortgage solutions and holds federal agency lending approvals. In addition to their commitment to excellence in the mortgage industry, CMG Home Loans is dedicated to giving back to the community through partnerships with non-profit organizations like the Gary Sinise Foundation, the Cancer Support Community, and the MBA Opens Doors Foundation. With a focus on exceeding expectations and finding the right loans for every borrower, CMG Home Loans is a trusted choice for all mortgage needs.
612 Hamilton St, Allentown, PA 18101, United States -
Fulton Bank
● ClosedFulton Bank, located at 4127 Tilghman Street in Allentown, Pennsylvania, is a full-service financial institution offering a range of banking and finance services. From checking accounts with fewer fees to mortgage advisors to help you find your dream home, Fulton Bank has you covered. Their local branch managers are ready to assist with all your business lending needs, and their Small Business Development officers can help you achieve your business goals. With state-of-the-art payment acceptance solutions and personalized service, Fulton Bank is committed to helping you succeed. Take advantage of their financial discipline tips and join their Fulton Forward initiative to make a positive impact in your community. Visit Fulton Bank today and experience the best of big and small banking.
4127 Tilghman St, Allentown, PA 18104, United States -
Commercial Lending Office - Conestoga Bank
● OpenConestoga Bank's Commercial Lending Office at 1605 North Cedar Crest Boulevard in Allentown, Pennsylvania, offers a range of financial services for businesses and individuals. As a trusted institution in the community, Conestoga Bank provides expert guidance and support for commercial lending needs. Whether you are looking to secure a loan for your business or need assistance with other financial services, the experienced team at Conestoga Bank is dedicated to helping you achieve your goals. Visit their convenient location to access their ATM services, speak with a financial advisor, or learn more about their comprehensive banking solutions.
1605 N Cedar Crest Blvd, Allentown, PA 18104, United States -
Salvation Army
● ClosedThe Salvation Army, located at 144 North Eighth Street in Allentown, Pennsylvania, is a church, place of worship, and store that aims to meet human needs wherever, whenever, and however they can. They provide financial assistance, food, and support to those in need, giving children and families a chance at a better life. With a focus on helping those facing poverty, food insecurity, and domestic abuse, The Salvation Army works to address the unique challenges of each community they serve. Their mission is to preach the gospel of Jesus Christ and meet human needs in His name without discrimination. Through their local programs and services, The Salvation Army strives to make a positive impact in the lives of those they serve.
144 N Eighth St, Allentown, PA 18101, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 96 South George Street in York, Pennsylvania, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch can provide personalized financial strategies tailored to your specific needs, whether you are navigating a rising or turbulent market. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping you identify your goals and create financial strategies designed to meet your long-term objectives.
96 S George St, York, PA 17401, United States -
Penn State Extension
● ClosedPenn State Extension is a university institution located at 4184 Dorney Park Road in Allentown, Pennsylvania. As an extension of Penn State University, this institution offers a wide range of educational programs and resources to the local community. From agriculture and natural resources to youth development and nutrition, Penn State Extension provides valuable information and expertise to help individuals and businesses thrive. With a commitment to research-based education, this institution serves as a trusted source of knowledge and innovation in the region.
4184 Dorney Park Rd #104, Allentown, PA 18104, United States -
Cornerstone Portfolios
● ClosedCornerstone Portfolios, located at 6201 Hamilton Boulevard in Allentown, Pennsylvania, is a comprehensive financial institution specializing in accounting, finance, health, and insurance services. Our team is dedicated to helping individuals navigate the challenges of today's economic environment and capitalize on long-term trends. At Cornerstone Portfolios, we prioritize your financial success and tailor our services to meet your unique needs and goals. Through open and honest communication, we strive to build long-term relationships with our clients, ensuring that we understand your dreams, goals, and risk tolerance.
6201 Hamilton Blvd #209, Allentown, PA 18106, United States -
Destination Retirement
● ClosedDestination Retirement is a finance institution located at 1550 Pond Road in Allentown, Pennsylvania, United States. Our mission is to help individuals plan for a secure and comfortable retirement by understanding how retirement income streams work economically and how to efficiently allocate savings. We believe that long-term savings should be purpose-driven, with the goal of creating a sustainable income stream in retirement. Our team at Destination Retirement can help you navigate the complexities of retirement planning, including determining distribution rates, managing fluctuating rates of return, and diversifying your retirement savings to create higher income streams.
1550 Pond Rd Suite 140, Allentown, PA 18104, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 600 Hamilton Street in Allentown, Pennsylvania, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. With experienced advisors who provide personalized wealth planning strategies, the institution goes beyond traditional investment advice to assist with retirement income planning, concentrated stock positions, and estate planning services. The branch is dedicated to client satisfaction and community involvement through charitable outreach. Merrill Lynch Wealth Management provides access to industry-skilled advisors, investing insights, wealth planning platforms, and technology resources to help clients achieve their financial goals. Whether you are a seasoned investor or just starting out, Merrill Lynch offers professional training, mentoring, and technology to support advisors in providing customized investment approaches and wealth management advice. With a focus on client relationships and business growth, Merrill Lynch has been training financial advisors since 1946 to assist individuals in pursuing their unique financial goals. It is important to consult legal and tax advisors before making any financial decisions, as investing involves risk. Merrill Lynch does not provide legal, tax, or accounting advice. Additional information is available in their Client Relationship Summary.
600 Hamilton St, Allentown, PA 18101, United States -
Adams, LaVentura & Associates
● ClosedAdams, LaVentura & Associates is a well-established financial consulting firm located at 8484 Allentown Pike in Blandon, Pennsylvania. With a team of experienced professionals, they provide a wide range of services including financial planning, investment management, and retirement planning. Their personalized approach and commitment to client satisfaction have earned them a reputation as a trusted advisor in the community. Whether you are looking to grow your wealth, plan for the future, or navigate complex financial decisions, Adams, LaVentura & Associates is dedicated to helping you achieve your goals.
8484 Allentown Pike, Blandon, PA 19510, United States
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