TOP 30 Customized tax strategies in Allentown, PA
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Sandra's Notary Tax Service
Sandra's Notary Tax Service is a trusted institution located in Allentown, Pennsylvania, United States. Specializing in accounting and finance services, they provide expert assistance with tax preparation, notary services, and other financial needs. With a commitment to professionalism and customer satisfaction, Sandra's Notary Tax Service is dedicated to helping individuals and businesses navigate the complexities of financial management with ease. Trust Sandra's Notary Tax Service for all your accounting and finance needs in the Allentown area.
Jey Tax and Services LLC.
Jey Tax and Services LLC. is a reputable institution located at 114 North 13th Street in Allentown, Pennsylvania, United States. Specializing in accounting and finance services, this establishment also operates as a store offering a wide range of financial solutions to meet the needs of individuals and businesses alike. With a team of experienced professionals, Jey Tax and Services LLC. prides itself on providing reliable and efficient financial assistance to help clients achieve their goals. Whether you need help with tax preparation, bookkeeping, or financial planning, this institution is dedicated to delivering top-notch services with a personalized touch. Visit Jey Tax and Services LLC. today for all your accounting and finance needs.
Prestige Accounting & Tax Solutions Corp
Prestige Accounting & Tax Solutions Corp is a reputable institution located at 1101 Hamilton Street in Allentown, Pennsylvania, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a commitment to excellence and customer satisfaction, we strive to help our clients achieve their financial goals and navigate the complex world of taxes and accounting with ease. Trust Prestige Accounting & Tax Solutions Corp for all your financial needs.
Andesa Financial Management
Andesa Financial Management, located at 4905 Hamilton Boulevard in Allentown, Pennsylvania, is now a part of Mercer Advisors. Together, they offer extensive expertise in helping clients manage their wealth. As a full-service wealth management firm, Andesa Financial Management provides customized financial planning, investment strategies, tax planning, retirement planning, estate planning, and corporate trustee services. With this powerful combination, clients can expect an enhanced overall experience with new resources and services. Please note that Andesa Financial Management is a tradename and all services are provided by investment professionals as investment adviser representatives of Mercer Global Advisors Inc., an SEC-registered investment adviser located in Denver, Colorado. Services offered include financial planning, investment management, tax planning, estate planning, insurance solutions, trustee services, business retirement plans, foundation and endowment services.
RICHARD J. HUDAK FINANCIAL, LP: RICHARD HUDAK
Richard J. Hudak Financial, LP: Richard Hudak is a finance institution located at 3640-R Broadway in Allentown, Pennsylvania, United States. With a focus on providing top-tier financial services, Richard Hudak and his team offer expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Richard J. Hudak Financial, LP is dedicated to providing exceptional service and guidance every step of the way.
Paragon Strategic Wealth
Paragon Strategic Wealth is a leading financial institution located at 7540 Windsor Drive in Allentown, Pennsylvania. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. We offer a wide range of services including investment management, retirement planning, estate planning, and more. At Paragon Strategic Wealth, we pride ourselves on providing top-notch service and expert advice to ensure our clients' financial success. Contact us today to learn more about how we can help you secure your financial future.
Integrity Wealth Partners
Integrity Wealth Partners is a finance institution located at 682 North Brookside Road in Allentown, Pennsylvania, United States. We offer securities through LPL Financial and investment advice through Private Advisor Group, a registered investment advisor. Our team of professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Please note that the LPL Financial Representatives associated with this site may only discuss and transact securities business with residents of certain states. For more information, please visit our website or contact us directly.
AnchorPoint Wealth Management
AnchorPoint Wealth Management is a leading finance institution located at 1401 North Cedar Crest Boulevard in Allentown, Pennsylvania. Our team of experienced financial experts provide personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, AnchorPoint Wealth Management is dedicated to providing tailored solutions to meet your unique needs. Trust us to be your anchor in navigating the complex world of finance and securing your financial future.
Pinnacle Advisor Group
Pinnacle Advisor Group is a leading finance institution located at 2851 South Pike Avenue in Allentown, Pennsylvania, United States. We specialize in providing expert financial advice and services to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to helping individuals and businesses make informed decisions about their finances. Whether you are looking to invest, plan for retirement, or manage your wealth, Pinnacle Advisor Group is here to help you every step of the way. Contact us today to schedule a consultation and see how we can help you reach your financial pinnacle.
Cornerstone Advisors
Cornerstone Advisors is a leading financial institution located at 1802 Hamilton Street in Allentown, Pennsylvania. With a commitment to providing personalized and comprehensive financial services, Cornerstone Advisors offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our team of experienced advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how Cornerstone Advisors can help you secure your financial future.
Legacy Planning Partners
Legacy Planning Partners is a finance institution located at 3440 Hamilton Boulevard, Allentown, Pennsylvania, United States. Our team is dedicated to helping you manage your global affairs so you can focus on the relationships that matter most. We are a firm of professionals committed to collaborating with you towards financial success. Recognized as one of the 2024 Forbes Best-In-State Wealth Management Teams and 2023 Forbes Best-In-State Wealth Advisors, our advisors are highly regarded in the industry. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Please note that information presented on this site is for informational purposes only and does not constitute an offer or solicitation for the sale or purchase of any product or security. Contact us today to learn more about how we can help you achieve your financial goals.
Merrill Lynch Wealth Management
Merrill 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.
Advancity Financial Solutions
Advancity Financial Solutions is a leading accounting and finance institution located at 526 North Saint Cloud Street in Allentown, Pennsylvania, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Our mission is to help individuals and businesses achieve their financial goals through personalized solutions and expert advice. Trust Advancity Financial Solutions for all your accounting and finance needs.
Lang, Faylor, Chomo & Company P.C.
Lang, Faylor, Chomo & Company, P.C. is a reputable accounting and financial planning firm located at 3570 Hamilton Boulevard in Allentown, Pennsylvania. Serving the Greater Lehigh Valley and Delaware Valley, our team of experienced certified public accountants offers a wide range of services including tax filing, planning, bookkeeping, auditing, and financial reporting. We specialize in working with individuals and businesses to develop customized financial plans that help them achieve their goals. With a focus on professionalism and reliability, our clients trust us to provide expert advice and guidance. Avoid common tax mistakes with tips from our experienced CPAs, and learn about tax considerations for DINK households. Our team is dedicated to helping you navigate tax season successfully and avoid financial trouble. Testimonials from satisfied clients highlight our commitment to excellence and personalized service.
Univest Investments, Inc.
Univest Investments, Inc. is a leading finance institution located at 4600 Broadway in Allentown, Pennsylvania. With a strong track record of providing expert financial advice and services, Univest Investments, Inc. is dedicated to helping clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, our team of experienced professionals is here to assist you every step of the way. Trust Univest Investments, Inc. to be your partner in financial success.
H J Cook - Financial Advisor, Ameriprise Financial Services, LLC
H J Cook - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 5100 Tilghman Street in Allentown, Pennsylvania, United States. They offer a range of certifications and designations to their advisors, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of topics such as asset management, retirement planning, estate planning, investment management, and more. The advisors at H J Cook are dedicated to providing expert financial advice and guidance to their clients, with a focus on professionalism, ethics, and expertise in the field of finance.
Richards, Meli & Associates - Ameriprise Financial Services, LLC
Richards, Meli & Associates - Ameriprise Financial Services, LLC is a finance institution located at 5100 Tilghman Street, Allentown, Pennsylvania, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The team documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can access their investments and accounts from any device securely. The institution provides a complimentary initial consultation to help clients achieve their financial goals. They offer insights on stock prices and retirement challenges through interactive tools. Ameriprise financial advisors are registered in certain U.S. states. The institution cannot guarantee future financial results. Privacy and security measures are in place to protect client information. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Referrals are welcomed, and the institution is committed to helping friends and family members achieve their financial goals.
Douglas Brinker - Financial Advisor, Ameriprise Financial Services, LLC
Douglas Brinker - Financial Advisor at Ameriprise Financial Services, LLC, located at 600 Hamilton Street, Allentown, Pennsylvania, United States, offers personalized advice to help clients achieve their financial goals. With background and qualification information available at FINRA's BrokerCheck website, clients can trust in the expertise and knowledge provided by Douglas Brinker. The institution focuses on understanding each client's risk tolerance to determine an appropriate investment strategy, taking into account market volatility and potential returns. Through complimentary initial consultations, clients can take the first step towards a more confident financial future. Investment products and services are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Douglas Brinker is registered to conduct securities business with residents of specific states listed on FINRA's BrokerCheck website. Clients can expect a dedicated and professional approach to help them achieve their financial goals.
Waseem Khan - TD Wealth Financial Advisor
Waseem Khan - TD Wealth Financial Advisor is located at 1828 Tilghman Street in Allentown, Pennsylvania, United States. As a part of TD Wealth®, a business of TD Bank N.A., they offer a wide range of financial services including banking, lending, investment, trust services, and more. With over 175 Advisors across the country, they are ready to assist clients with their financial needs. Securities and investment advisory services are available through TD Private Client Wealth LLC, a registered investment adviser and broker-dealer. Additionally, TD Investment Services (US) and TD Automated Investing are digital platform offerings for clients. Epoch Investment Partners, Inc. provides investment management services to TD Wealth. TD Wealth Management Services Inc. offers insurance products to clients. Please read the Legal Disclaimers for more information.
Stephen T Meli - Private Wealth Advisor, Ameriprise Financial Services, LLC
Stephen T Meli is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 5100 Tilghman Street, Allentown, Pennsylvania, United States. Stephen T Meli holds various certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, CLU®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. These certifications indicate Stephen T Meli's expertise in asset management, investment strategies, retirement planning, estate planning, fiduciary practices, portfolio management, philanthropy, annuities, senior issues, divorce financial analysis, exit planning, financial analysis, long-term care planning, life insurance, and military financial advising. Stephen T Meli is dedicated to providing comprehensive and personalized financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
Netznik, McCarty & Associates - Ameriprise Financial Services, LLC
Netznik, McCarty & Associates - Ameriprise Financial Services, LLC is a finance institution located at 1045 South Cedar Crest Boulevard in Allentown, Pennsylvania, United States. Our team of financial advisors offers personalized advice to help you achieve your financial goals. We provide comprehensive financial planning services to address common retirement concerns such as income stability, market fluctuations, and inflation. If you have questions or would like to schedule a complimentary initial consultation, please contact us. Our advisors are registered to do business in certain U.S. states and adhere to strict regulations outlined by FINRA. We cannot guarantee future financial results, but we are committed to helping you navigate the complexities of financial planning.
Mary Lisicky - Morgan Stanley
Mary Lisicky - Morgan Stanley is a finance institution located at 515 Hamilton Street in Allentown, Pennsylvania, United States. As a branch of the prestigious Morgan Stanley financial services firm, Mary Lisicky offers a wide range of wealth management services to individuals and businesses in the area. With a team of experienced financial advisors, they provide personalized investment strategies, retirement planning, and asset management solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Mary Lisicky - Morgan Stanley is dedicated to providing expert financial guidance and exceptional customer service.
Solution Seven LLC
Solution Seven LLC is a premier accounting and finance institution located at 203 Tilghman Street in Allentown, Pennsylvania. Our expert tax preparers are dedicated to providing efficient and accurate tax preparation services for individuals and small businesses. This month, clients can enjoy a 20% discount on our tax preparation services at a tax office near them. At Solution Seven LLC, our team of experienced tax preparers stays up-to-date with the latest changes in the tax code and regulations to ensure our clients receive the best advice and service. We offer a wide range of tax services, including preparation, planning, and consulting, tailored to help our clients achieve their financial goals.
Simplex Services
Simplex Services is a reputable accounting and finance institution located at 133 South 7th Street in Allentown, Pennsylvania, United States. With a team of experienced professionals, Simplex Services offers a wide range of financial services to individuals and businesses. From tax preparation to financial planning, their dedicated staff is committed to providing top-notch services tailored to meet the unique needs of each client. Whether you are looking for assistance with bookkeeping, budgeting, or investment management, Simplex Services is here to help you achieve your financial goals.
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