TOP 30 Financial advisor in Whitehall, Pennsylvania

11 results found

KMJ Financial Group, LLC is a leading finance institution located at 881 3rd Street in Whitehall, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients, including investment management, retirement planning, and wealth management. With a focus on personalized solutions and exceptional customer service, we strive to help our clients achieve their financial goals. Visit us today to learn more about how KMJ Financial Group, LLC can help you secure your financial future.

Bleakley Financial Lehigh Valley is a finance institution located at 514 Fullerton Avenue in Fullerton, Pennsylvania. Our team of experienced financial advisors are dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, our professionals are here to provide the support and resources you need. Visit us at our convenient location in the Lehigh Valley to learn more about how we can help you secure your financial future.

ATA Financial Group LLC Hablamos español is a finance institution located at 1044 3rd Street in Whitehall, Pennsylvania, United States. Specializing in providing comprehensive financial services to individuals, businesses, non-profits, unions, and government agencies, ATA Financial Group offers accounting and tax preparation, wealth management, insurance and risk management, and senior and estate planning. With over 30 years of experience, ATA Financial Group is dedicated to helping clients achieve financial success through personalized service and expert advice. In these challenging times, ATA Financial Group utilizes Zoom meeting technology to ensure safe and efficient communication with clients. Whether you need help with retirement planning, insurance coverage, tax services, or business accounting, ATA Financial Group is here to assist you in reaching your financial goals. Visit us during our regular business hours Monday–Friday, or schedule an appointment during tax season for extended hours. Trust ATA Financial Group to provide you with the expertise and respect you deserve for all your financial needs.

CityLine Financial Solutions is a reputable accounting and finance institution located at 2180 Macarthur Road in Fullerton, Pennsylvania, United States. With a team of experienced professionals, CityLine Financial Solutions offers a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, financial planning, or investment management, CityLine Financial Solutions has the expertise to meet your needs. Trustworthy and reliable, this institution is dedicated to helping clients achieve their financial goals and secure their financial future.

WealthWorks Financial, located at 881 3rd Street in Whitehall, Pennsylvania, is a finance and insurance agency that specializes in financial planning, investment planning, and retirement planning. Our goal is to simplify wealth management by providing clear advice to help you reach your personal financial goals. We follow a structured financial planning process, similar to climbing a ladder, to ensure steady progress towards your objectives. Whether you are a new investor or nearing retirement, we offer professional guidance tailored to your individual needs. Our team prioritizes taking care of you and your family at every stage of life, understanding your unique challenges and crafting personalized plans to meet your financial goals. We aim to help you identify your dreams and achieve them, while also preparing for life's uncertainties and the inevitabilities of death and taxes. WealthWorks Financial is dedicated to building, managing, preserving, and transitioning wealth for our clients. We are registered representatives offering securities and advisory services through Cetera Advisor Networks LLC, a broker/dealer and Registered Investment Adviser. Our team is committed to providing the best financial advice and support for your future.

Edward Jones - Financial Advisor: Steve Parrish, AAMS™ is a trusted institution located at 3716 Lehigh Street in Whitehall, Pennsylvania, United States. Specializing in finance, Steve Parrish, AAMS™ provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized and comprehensive financial planning, clients can trust Edward Jones to provide tailored solutions to meet their individual needs. Whether you are planning for retirement, saving for college, or investing for the future, Steve Parrish, AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

KeyBank is a trusted financial institution located at 2971 Macarthur Road in Whitehall, Pennsylvania. As a full-service bank, KeyBank offers a wide range of banking and financial services to meet the needs of individuals and businesses alike. Whether you're looking to open a checking or savings account, apply for a loan, or simply access cash through their convenient ATM services, KeyBank is dedicated to providing top-notch customer service and financial solutions. Visit KeyBank today to experience the difference of banking with a reliable and reputable institution.

H&R Block is a trusted accounting and finance institution located at 2554 Macarthur Road in Whitehall, Pennsylvania, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, H&R Block is dedicated to providing personalized and efficient financial solutions to help you achieve your goals. Visit us today to experience the expertise and commitment to excellence that sets H&R Block apart.

Monica Bonacci - State Farm Insurance Agent is a reputable insurance agency located at 5301 Grove Road in Pittsburgh, Pennsylvania. With over 30 years of experience in the insurance industry, Monica Bonacci and her team offer personalized and caring service to their customers. They take the time to build relationships with clients, understand their needs, and provide tailored insurance solutions to protect what matters most. Located at the Caste Village Shoppes, Monica Bonacci's agency serves the South Hills area of Pittsburgh, including Baldwin, Whitehall, Brentwood, Castle Shannon, Bethel Park, and more. The team is dedicated to being available 24/7 to assist customers with their auto, home, and life insurance needs.

Sean O'Donnell - State Farm Insurance Agent is located at 830 3rd Street in Whitehall, Pennsylvania, United States. This insurance agency offers a range of services including tips on safe driving with pets, the dangers of drunk driving, and the costs associated with refinancing a home or mortgage. The agency's mission is to be the leading resource for insurance and financial services in Lehigh County, focusing on quality products and exceptional customer service. Customers are treated like family, with a goal of helping them manage risks, recover from unexpected events, and achieve their dreams. If you have difficulty accessing the website, you can call (610) 264-1000 for assistance. Life insurance and annuities are issued by State Farm Life Insurance Company, while deposit products are offered by U.S. Bank National Association. The agency emphasizes the importance of consulting a tax or legal advisor for personalized advice.

At WE Griffith Financial Services, we are dedicated to helping you organize your financial affairs to ensure your long-term security and independence. Our expertise spans a wide range of financial planning services aimed at protecting your retirement assets from unanticipated long-term care costs and rising healthcare expenses.