Expert financial services in Allentown, Pennsylvania

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.

The WCL Group - Morgan Stanley is a leading financial institution located at 515 Hamilton Street in Allentown, Pennsylvania, United States. With a strong reputation for excellence in the finance industry, they offer a wide range of services including investment banking, wealth management, and financial advisory. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and navigate the complexities of the market. Whether you are an individual looking to grow your wealth or a business seeking strategic financial solutions, The WCL Group - Morgan Stanley is committed to providing top-notch service and expertise.

The Emrick Group - Morgan Stanley is a finance institution located at 515 Hamilton Street in Allentown, Pennsylvania, United States. Specializing in investment and wealth management services, The Emrick Group offers personalized financial solutions for individuals, families, and businesses. With a team of experienced financial advisors and access to the resources of Morgan Stanley, clients can expect expert guidance and tailored strategies to help them achieve their financial goals. Whether you are planning for retirement, saving for college, or managing your investments, The Emrick Group is dedicated to providing comprehensive financial services to help you secure a prosperous future.

Pandya Consulting LLC is a reputable accounting and finance institution located at 284 South 33rd Street in Allentown, Pennsylvania, United States. With a team of experienced professionals, Pandya Consulting LLC offers a wide range of financial services to individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Pandya Consulting LLC is committed to providing expert guidance and personalized solutions to help you achieve your financial goals. Trust Pandya Consulting LLC for all your accounting and finance needs.

SOA Consultants is a leading institution located at 40 South 5th Street in Allentown, Pennsylvania. Our team of expert consultants specializes in Service-Oriented Architecture (SOA) solutions, providing businesses with innovative strategies to optimize their operations and enhance their overall performance. With a proven track record of success, SOA Consultants is dedicated to helping clients achieve their goals and stay ahead in today's competitive market. Contact us today to learn more about how we can help your business thrive.

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.

Wells Fargo Advisors is a leading financial institution located at 4905 Tilghman Street in Allentown, Pennsylvania, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, Wells Fargo Advisors is dedicated to providing expert financial guidance and support to clients in the Allentown area and beyond. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Wells Fargo Advisors is here to help you every step of the way.

Julie Knight of Janney Montgomery Scott LLC is a reputable financial institution located at 1390 Ridgeview Drive in Allentown, Pennsylvania. With a strong presence in the finance industry, they provide a wide range of investment services and financial planning solutions to their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you're looking to grow your wealth, plan for retirement, or secure your financial future, Julie Knight of Janney Montgomery Scott LLC is committed to providing personalized and expert advice to meet your unique needs. Contact them today to schedule a consultation and start building a solid financial foundation.

Janney Montgomery Scott LLC is a finance institution located at 1390 Ridgeview Drive in Allentown, Pennsylvania, United States. With a long history of providing financial services to individuals, families, and institutions, Janney Montgomery Scott LLC offers a wide range of investment options and personalized financial planning services. Their team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Janney Montgomery Scott LLC is committed to providing expert guidance and exceptional service.

Prudential | Michael Anthony | Life Insurance & Annuities is a reputable finance and insurance agency located at 1440 Keystone Road in Allentown, Pennsylvania, United States. Specializing in providing clients with comprehensive life insurance and annuities options, the institution is dedicated to helping individuals and families protect their financial future. With a team of experienced professionals, Prudential | Michael Anthony is committed to offering personalized services and tailored solutions to meet each client's unique needs and goals. Trustworthy, reliable, and customer-focused, this institution is a trusted partner in securing peace of mind and financial stability for its clients.

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.

Taj Smith - Morgan Stanley is a prestigious finance institution located at 515 Hamilton Street in Allentown, Pennsylvania, United States. With a strong reputation for excellence in financial services, Taj Smith - Morgan Stanley offers a wide range of investment and wealth management solutions for individuals and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Taj Smith - Morgan Stanley is committed to providing personalized and expert advice to help you succeed.

Sharon Grove - Morgan Stanley is a reputable financial institution located at 515 Hamilton Street in Allentown, Pennsylvania, United States. With a focus on providing top-notch financial services, Sharon Grove - Morgan Stanley offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized guidance and support to clients, ensuring a high level of customer satisfaction. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Sharon Grove - Morgan Stanley is the trusted partner you need for all your financial needs.

The 515 Hamilton Group - Morgan Stanley is a finance institution located at 515 Hamilton Street in Allentown, Pennsylvania, United States. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services and expertise to individuals, businesses, and institutions. With a focus on providing personalized financial solutions and investment strategies, The 515 Hamilton Group is committed to helping clients achieve their financial goals and secure their financial future. Whether you are looking for wealth management, investment advice, or retirement planning, the experienced professionals at The 515 Hamilton Group - Morgan Stanley are dedicated to providing exceptional service and support.

Girard is a prominent finance institution located at 4600 Broadway in Allentown, Pennsylvania, United States. With a strong reputation for providing top-notch financial services, Girard offers a wide range of banking and investment solutions to meet the needs of individuals and businesses alike. Whether you are looking for personal banking services, investment advice, or business financing options, Girard has the expertise and resources to help you achieve your financial goals. Visit Girard today and experience the difference that personalized service and expert financial guidance can make in your life.

Edward Jones is a financial institution located at 3900 Hamilton Boulevard in Allentown, Pennsylvania. As a trusted financial advisor, Edward Jones offers personalized investment services to help individuals and families achieve their financial goals. With a commitment to building long-term relationships and providing expert guidance, Edward Jones is dedicated to helping clients navigate the complexities of investing and planning for the future. Visit our office today to learn more about how Edward Jones can help you secure your financial future.

Keith Yanders - Morgan Stanley is a renowned finance institution located at 515 Hamilton Street in Allentown, Pennsylvania, United States. With a strong reputation for providing expert financial advice and services, Keith Yanders - Morgan Stanley is dedicated to helping clients achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or wealth management, their team of professionals is committed to providing personalized solutions to meet your needs. Trust Keith Yanders - Morgan Stanley to guide you towards a secure financial future.

Gurniak Richard T CPA, PFS, CFP is a reputable accounting and finance institution located at 1005 North Brookside Road in Allentown, Pennsylvania, United States. With a team of highly qualified professionals, they provide a wide range of financial services including tax preparation, financial planning, and investment management. Clients can trust in their expertise and dedication to helping them achieve their financial goals.

Research Tax Credits, LLC is a leading accounting and finance institution located at 1275 Glenlivet Drive in Allentown, Pennsylvania, United States. We specialize in helping businesses claim research tax credits and maximize their tax savings. Our team of experts is dedicated to providing personalized and efficient services to our clients. Contact us today to learn how we can help your business thrive financially.

H&R Block is a trusted institution located at 1091 Mill Creek Road in Allentown, Pennsylvania, United States. Specializing in accounting and finance services, H&R Block offers expert tax preparation, financial planning, and advisory services to individuals and businesses. With a team of experienced professionals, H&R Block is dedicated to providing personalized and reliable financial solutions to help clients navigate their financial obligations and achieve their goals. Visit H&R Block today for expert financial guidance and support.

Block Glenn CPA is a reputable accounting and finance institution located at 1651 North Cedar Crest Boulevard in Allentown, Pennsylvania. Our team of experienced certified public accountants is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, auditing, or financial planning, our experts are here to help. Trust Block Glenn CPA for all your accounting and finance needs.

The Roni Deutch Tax Center, located at 243 North 7th Street in Allentown, Pennsylvania, is a trusted institution specializing in accounting and finance services. With a team of experienced professionals, they provide expert tax preparation, financial planning, and consulting services to individuals and businesses. Whether you need help with filing your taxes or managing your finances, the Roni Deutch Tax Center is dedicated to providing top-notch service and helping you achieve your financial goals.

Batch & Co PC is a reputable accounting and finance institution located at 1150 South Cedar Crest Boulevard in Allentown, Pennsylvania. With a team of experienced professionals, they offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you need help with tax preparation, bookkeeping, or financial planning, Batch & Co PC is dedicated to providing top-notch services to meet your needs. Trustworthy and reliable, this institution is committed to helping clients achieve their financial goals.

DAAD for Public Counseling is a professional institution located at 439 Tilghman Street in Allentown, Pennsylvania. Specializing in accounting and finance, our dedicated team of experts provides top-notch financial advice and guidance to the public. Whether you're a business owner looking to optimize your financial strategies or an individual seeking help with budgeting and investments, DAAD is here to assist you every step of the way. With a commitment to excellence and a personalized approach to each client, we strive to help you achieve your financial goals and secure a stable financial future. Visit us today to see how we can help you manage your finances effectively.

Bulcavage Mary Sue CPA is an accounting and finance institution located at 1033 South Cedar Crest Boulevard in Allentown, Pennsylvania, United States. With over 90 years of experience, the firm, also known as CR&Y, specializes in audit and accounting services for organizations and individuals in Allentown, the greater Lehigh Valley, and beyond. Services offered include preparing financial statements, various audits, bookkeeping, tax accounting, and more for a wide range of industries. What sets CR&Y apart from other audit firms in the Lehigh Valley is their commitment to quality assurance, objective advice, and practical solutions. The team at CR&Y includes professionals with diverse backgrounds and expertise, such as Tara, Jim, Marc, Melissa, Dennis, John, Michelle, Roxanna, Mario, Greg, Kyle, and Paul. Each member brings a unique skill set and education, ensuring clients receive top-notch service and advice.

Accurate Books, LLC is a trusted accounting and finance institution located at 24 East Coleman Street in Allentown, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing accurate and reliable financial services to individuals and businesses. From bookkeeping and tax preparation to financial consulting and investment planning, we strive to help our clients achieve their financial goals. With a commitment to excellence and attention to detail, Accurate Books, LLC is your partner in financial success.

RedTail Logistics, located in Allentown, Pennsylvania, is a leading institution in the transportation and business intelligence industry. With a focus on providing personalized services to domestic and intra-regional shippers, RedTail Logistics offers a full suite of solutions to help companies gain control and improve their bottom line. Their team of experts works closely with clients to understand their unique needs and provide tailored logistics solutions that optimize ground transportation processes and reduce total landed costs. By benchmarking against industry standards and offering a range of customizable options, RedTail Logistics helps clients achieve true command and control of their logistics operations. Whether it's optimizing freight rates, contracts, payment protocols, or technology flows, RedTail Logistics is dedicated to delivering measurable results that benefit their clients' financial bottom line.

Advantis Benefits Group LLC is a health insurance agency located at 1605 North Cedar Crest Boulevard in Allentown, Pennsylvania. We specialize in providing comprehensive insurance solutions to individuals and businesses, ensuring that our clients have access to the best healthcare options available. Our team of experienced professionals is dedicated to helping you navigate the complex world of health insurance, offering personalized guidance and support every step of the way. Trust Advantis Benefits Group LLC to protect your health and financial well-being with our top-notch insurance services.

Medicare Specialist, Elizabeth McEvoy is an insurance agency located at 2333 West Highland Street in Allentown, Pennsylvania. Specializing in Medicare plans, Elizabeth McEvoy provides expert guidance and personalized assistance to help individuals navigate the complexities of Medicare coverage. With a focus on customer service and a commitment to finding the best plan for each client's unique needs, Medicare Specialist, Elizabeth McEvoy is dedicated to ensuring peace of mind and financial security for all Medicare beneficiaries in the Allentown area.

Consolidated Benefits is a reputable insurance agency located at 1221 Hamilton Street in Allentown, Pennsylvania. We specialize in providing a wide range of insurance options to meet the needs of individuals and businesses alike. Our dedicated team of professionals is committed to helping our clients find the best coverage at the most affordable rates. Whether you are looking for health, life, auto, or home insurance, we are here to help you navigate the complex world of insurance and find the perfect policy for your specific needs. Trust Consolidated Benefits to protect what matters most to you.