TOP 10 Financial advisors professionals in Jim Thorpe, Pennsylvania

Geoff Mosebach - State Farm Insurance Agent is a trusted insurance agency located at 314 Main Street in Slatington, Pennsylvania. Our office is conveniently situated between Boyers Hardware and the Fireman's Statue, next to Bechtels Pharmacy. We proudly serve the communities of Slatington, Walnutport, Lehighton, New Tripoli, Schnecksville, Palmerton, Jim Thorpe, and the surrounding areas with a wide range of insurance services including Auto, Home, Renter’s, Life, and Business Insurance, as well as Financial Services. As your State Farm Insurance Agent, I have been serving the Slatington area since 2004. With a team of dedicated professionals, we strive to provide exceptional service to our customers and help them protect what matters most. Whether you are relocating to the Lehigh and Carbon County areas or need assistance with insurance and financial services, we are here to help.

Freedom Bridge Capital Deferred Sales Trust is a finance institution located at 1578 Pennsylvania 903, Jim Thorpe, Pennsylvania, United States. The institution specializes in helping business and property owners defer capital gains tax on the sale of their assets through a legal and proven investment strategy known as the Deferred Sales Trust (DST). By utilizing the DST, owners can defer paying high capital gains taxes, potentially saving up to 20-35% of their profit. The DST offers tax benefits, flexible investment options, liquidity, and wealth succession opportunities for owners and their families. The Deferred Sales Trust is governed by IRC 453 of the Internal Revenue Code, allowing owners to defer capital gains taxes legally. Through the DST, owners can build a passive income stream, spread out their capital gains taxes over time, and secure their promissory note with diverse investments. The institution's team of professionals works closely with owners to complete transactions, set up payment structures, and create wealth succession plans.

Mauch Chunk Trust Wealth Management is a reputable financial institution located at 1202 North Street in Jim Thorpe, Pennsylvania, United States. Specializing in wealth management, this institution offers a range of services to help clients effectively manage and grow their assets. With a team of experienced and knowledgeable professionals, Mauch Chunk Trust is dedicated to providing personalized financial solutions tailored to each client's unique needs and goals. Whether you are planning for retirement, investing for the future, or looking to protect your wealth, Mauch Chunk Trust Wealth Management is committed to helping you achieve financial success.

Christi Kuhn - Thrivent is a finance institution located at 532 Lehigh Street, Jim Thorpe, Pennsylvania, United States. Licensing for insurance products is available through the State Insurance Department’s website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Licensed agents and registered representatives provide these services, with only financial advisors credentialed to offer investment advisory services. For more information on professional designations and requirements, visit their website.

Northeast Revenue Services is a finance institution located at 410 Center Avenue in Jim Thorpe, Pennsylvania, United States. They specialize in providing revenue management solutions for government agencies and municipalities to optimize their financial operations. With a team of experienced professionals, Northeast Revenue Services offers a range of services including tax collection, billing, and compliance enforcement. Their goal is to help clients maximize revenue and improve overall financial performance.

New York Life is a reputable insurance agency located at 11 Sawmill Run Drive in Jim Thorpe, Pennsylvania, United States. With a long-standing history of providing quality insurance products and services, New York Life is committed to helping individuals and families protect their financial future. Whether you are looking for life insurance, retirement planning, or investment solutions, the professionals at New York Life are dedicated to helping you achieve your goals. Contact us today to learn more about our comprehensive insurance options and personalized financial planning services.