TOP 10 Estate planning services pa in Allentown, Pennsylvania

Will Sign it Notary Services is a trusted finance institution located at 1015 South 5th Street in Allentown, Pennsylvania. Our team of experienced notaries are dedicated to providing professional and efficient notarization services for a variety of documents. Whether you need a signature witnessed, a document notarized, or a certified copy made, we are here to help. Our convenient location and flexible hours make it easy for you to get your important documents notarized quickly and accurately. Trust Will Sign it Notary Services for all your notarization needs.

FJ Notary & Services is a trusted finance institution located at 45 North Ninth Street in Allentown, Pennsylvania, United States. We provide a wide range of notary services to meet your financial needs. Our experienced staff is dedicated to providing professional and efficient services to ensure all your documents are processed accurately and on time. Whether you need notarization for legal documents, real estate transactions, or other financial matters, you can rely on FJ Notary & Services for reliable and convenient service. Contact us today to schedule an appointment or learn more about how we can assist you with your financial needs.

RCN Notary Services is a reputable finance institution located at 605 Ridge Avenue in Allentown, Pennsylvania, United States. As a trusted provider of notary services, our team is dedicated to assisting clients with all their notarization needs in a professional and efficient manner. Whether you require assistance with legal documents, contracts, or other important paperwork, our experienced notaries are here to help. Visit RCN Notary Services today for reliable and convenient notary services.

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.

Rivera's Notary Services is a trusted finance institution located at 612 Ridge Avenue in Allentown, Pennsylvania. Our team of experienced professionals provides a wide range of notary services to meet your financial needs. Whether you require notarization for legal documents, loans, real estate transactions, or other important paperwork, we are here to assist you with efficiency and accuracy. Visit us today for reliable and convenient notary services in Allentown.

Norris McLaughlin & Marcus PA is a prestigious law firm located at 515 Hamilton Street in Allentown, Pennsylvania. With a team of experienced and dedicated lawyers, they provide a wide range of legal services to individuals and businesses in the United States. Whether you are in need of legal representation for personal injury, business law, real estate, or any other legal matter, Norris McLaughlin & Marcus PA is committed to providing top-notch legal counsel and advocacy. Visit their office in Allentown for expert legal assistance.

David Rabenold: Primerica - Financial Services is a finance and insurance agency located at 7310 Tilghman Street in Allentown, Pennsylvania, United States. With a focus on helping individuals and families achieve financial security and independence, this institution offers a range of services including investment planning, retirement planning, insurance solutions, and more. Led by experienced professionals, David Rabenold: Primerica - Financial Services is dedicated to providing personalized and comprehensive financial guidance to clients, helping them make informed decisions to secure their financial future.

Lehigh Valley Real Estate Institute is a premier institution located at 4095 Tilghman Street in Allentown, Pennsylvania, United States. Our institute offers top-notch education and training in the field of real estate, preparing students for successful careers in the industry. With experienced instructors, state-of-the-art facilities, and a comprehensive curriculum, we provide students with the knowledge and skills they need to excel in the competitive real estate market. Whether you are looking to start a new career or advance in your current one, Lehigh Valley Real Estate Institute is the perfect place to achieve your goals.

Grube Financial Services is a reputable finance institution located at 1011 North Brookside Road in Allentown, Pennsylvania, United States. With a strong commitment to providing comprehensive financial solutions to individuals and businesses, Grube Financial Services offers a wide range of services including financial planning, investment management, retirement planning, and insurance services. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Visit Grube Financial Services today to experience personalized and reliable financial guidance.

Wenz Tax & Financial Services, LLC is a reputable accounting and finance institution located at 935 North Brookside Road in Allentown, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for help with your taxes or a business in need of financial guidance, Wenz Tax & Financial Services, LLC is dedicated to helping you achieve your financial goals.

Lifetime Tax Service is a reputable accounting and finance institution located at 1150 Glenlivet Drive West in Allentown, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses, helping clients navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, planning, or IRS representation, Lifetime Tax Service is dedicated to providing reliable and efficient solutions to meet your financial needs. Trustworthy and client-focused, they are committed to delivering exceptional service and ensuring your financial success for a lifetime.

Mid-Atlantic Planning Services is a leading institution located at 2851 South Pike Avenue in Allentown, Pennsylvania, United States. We specialize in providing comprehensive planning services for individuals and businesses in the Mid-Atlantic region. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized and strategic planning. Whether you are looking to plan for retirement, invest in the stock market, or save for your child's education, we are here to help. Contact us today to learn more about how Mid-Atlantic Planning Services can assist you in securing your financial future.

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.

LAE Financial Service Company is a leading finance and real estate agency located at 821 North Glenwood Street in Allentown, Pennsylvania. With a team of experienced professionals, we offer a wide range of financial services including investment management, retirement planning, and mortgage services. Our real estate agency also provides assistance with buying, selling, and renting properties. At LAE Financial Service Company, we are dedicated to helping our clients achieve their financial goals and find their dream home. Contact us today to learn more about how we can assist you with your financial and real estate needs.

Modera Wealth Management is a leading financial institution located in the heart of Lehigh Valley, Pennsylvania. Our team of experienced financial advisors and planners are dedicated to helping our clients achieve their financial goals and secure their future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our team is here to provide personalized advice and guidance every step of the way. Visit us at 7540 Windsor Drive in Allentown, Pennsylvania, and let us help you take control of your financial future.

David Richards is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 5100 Tilghman Street in Allentown, Pennsylvania, United States. David holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on providing personalized financial advice, David is committed to helping individuals navigate complex financial decisions and achieve their long-term goals. Whether you are a retiree, small business owner, or high net worth client, David Richards is dedicated to offering comprehensive financial solutions tailored to your unique needs.

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.

Jason Johnson is a Financial Advisor at Ameriprise Financial Services, LLC located at 7540 Windsor Drive in Allentown, Pennsylvania, United States. Jason holds various certifications such as 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 demonstrate Jason's expertise in various areas of finance including asset management, estate planning, retirement planning, investment management, and more. Jason is committed to providing high-quality financial advice to individuals and small business owners, helping them navigate complex financial situations and achieve their financial goals. Contact Jason Johnson at Ameriprise Financial Services, LLC for expert financial guidance and personalized financial planning services.

Mary Zwarych is a Financial Advisor at Ameriprise Financial Services, LLC located at 5100 Tilghman Street, Allentown, Pennsylvania, United States. Mary holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Mary provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. She is dedicated to helping clients make informed decisions and achieve their financial goals.

Dan Schmidt: Primerica - Financial Services is a reputable finance and insurance agency located at 7310 Tilghman Street in Allentown, Pennsylvania, United States. With a dedicated team of professionals, they offer a wide range of financial services to help individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, Dan Schmidt: Primerica - Financial Services is committed to providing personalized and tailored solutions to meet your needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.

James Keim - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 5000 Tilghman Street, Allentown, Pennsylvania, United States. They offer a wide range of services, including asset management, estate planning, retirement planning, and investment opportunities for retirees and small business owners. The team at James Keim is highly qualified, with certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. They are dedicated to providing expert financial advice and assistance to help clients achieve their financial goals. Whether you need help with portfolio management, estate planning, or retirement planning, James Keim - Financial Advisor, Ameriprise Financial Services, LLC has the expertise to guide you through the process.

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.

Lourdes M Visperas is a Financial Advisor at Ameriprise Financial Services, LLC located at 5100 Tilghman Street, Allentown, Pennsylvania, United States. Lourdes M Visperas holds various certifications 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®. Lourdes M Visperas specializes in providing comprehensive financial planning services to individuals and small business owners, with expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products. Lourdes M Visperas is dedicated to upholding the highest ethical standards and continuously expanding knowledge in the field of finance to best serve clients' needs.

Joseph Petry, a Financial Advisor at Ameriprise Financial Services, LLC, located at 1045 South Cedar Crest Boulevard in Allentown, Pennsylvania, offers a wide range of expertise in financial planning and asset management. With certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Joseph Petry is dedicated to providing personalized and comprehensive financial services to individuals, retirees, small business owners, and high net worth clients. Whether you need help with estate planning, investment strategies, retirement planning, or insurance products, Joseph Petry has the knowledge and experience to guide you through complex financial decisions. Contact Joseph Petry at Ameriprise Financial Services, LLC for expert financial advice tailored to your unique needs.

John D Lentz is a Financial Advisor at Ameriprise Financial Services, LLC located at 5100 Tilghman Street in Allentown, Pennsylvania, United States. He holds several prestigious certifications 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 demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. John D Lentz is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

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.

Scott Richards is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 5100 Tilghman Street in Allentown, Pennsylvania, United States. Scott holds various certifications, 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 demonstrate Scott's expertise in areas such as asset management, estate planning, retirement planning, investment management, and more. Scott is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.

Sylvan Capital Advisors - Ameriprise Financial Services, LLC is a finance institution located at 5000 Tilghman Street, Allentown, Pennsylvania, United States. Ameriprise financial advisors are registered to do business in certain U.S. states. The institution offers consultations to discuss important financial matters, with a focus on financial planning concepts. While they cannot guarantee future financial results, they strive to help individuals achieve their financial goals. Users of the site are bound by Ameriprise Financial Website Rules and Regulations. The institution values referrals and will reach out to friends or family members to assist with their financial needs. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring privacy and security for clients.

Jacqueline Nonnemacher is a financial advisor at Ameriprise Financial Services, LLC located at 5000 Tilghman Street, Allentown, Pennsylvania, United States. Jacqueline holds various certifications such as 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 demonstrate Jacqueline's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Jacqueline is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact Jacqueline Nonnemacher for expert financial advice tailored to your specific needs.

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.