TOP 30 Financial independence in Allentown, Pennsylvania
21 results found
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David Rabenold: Primerica - Financial Services
● OpenDavid 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.
7310 Tilghman St STE 500, Allentown, PA 18106, United States -
Michael A. Waterhouse, Financial Advisor
● ClosedMichael A. Waterhouse, Financial Advisor is a reputable institution located at 5100 Tilghman Street in Allentown, Pennsylvania. As a finance institution, they provide expert financial advice and guidance to individuals and businesses looking to secure their financial future. With years of experience in the industry, Michael A. Waterhouse offers personalized solutions tailored to meet the unique needs and goals of each client. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Michael A. Waterhouse, Financial Advisor is committed to helping you achieve your financial objectives.
5100 Tilghman St #170, Allentown, PA 18104, United States -
Advancity Financial Solutions
● ClosedAdvancity 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.
526 N St Cloud St #1539, Allentown, PA 18104, United States -
H J Cook - Financial Advisor, Ameriprise Financial Services, LLC
● OpenH 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.
5100 Tilghman St #211, Allentown, PA 18104, United States -
Richards, Meli & Associates - Ameriprise Financial Services, LLC
● ClosedRichards, 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.
5100 Tilghman St #211, Allentown, PA 18104, United States -
Joseph Petry - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJoseph 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.
1045 S Cedar Crest Blvd, Allentown, PA 18103, United States -
Douglas Brinker - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDouglas 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.
600 Hamilton St Ste 100, Allentown, PA 18101, United States -
Merrill Lynch Financial Advisor Ted Douglass
● ClosedMerrill Lynch Financial Advisor Ted Douglass, located at 600 Hamilton Street in Allentown, Pennsylvania, is dedicated to serving the financial needs of affluent families and individuals with substantial wealth. The Douglass Group offers strategic wealth management services for business owners, entrepreneurs, Fortune 500 executives, wealthy retirees, private investors, and institutions. With over 100 years of collective experience, the team at The Douglass Group provides personalized guidance on managing wealth through various market cycles and economic landscapes. Clients who work with The Douglass Group benefit from a goals-based approach to wealth management, addressing challenges and opportunities in preserving, growing, and managing their assets. The team helps clients create a customized financial plan tailored to their objectives, risk tolerance, and financial habits. By leveraging the resources of Merrill Lynch and Bank of America, clients can access a wide range of investment insights and banking services to navigate personal and market changes effectively.
600 Hamilton St, Allentown, PA 18101, United States -
Joseph Condomitti - Prudential Financial
● OpenJoseph Condomitti - Prudential Financial is a reputable finance and insurance agency located at 30 South 9th Street in Allentown, Pennsylvania. With a strong focus on providing personalized financial solutions to clients, the institution offers a wide range of services including investment planning, retirement planning, insurance coverage, and wealth management. The team at Joseph Condomitti - Prudential Financial is dedicated to helping individuals and families achieve their financial goals and secure their future. Visit them today to learn more about their services and how they can assist you in building a strong financial foundation.
30 S 9th St, Allentown, PA 18102, United States -
Patrick M Mullaney: Primerica - Financial Services
● ClosedPatrick M Mullaney: Primerica - Financial Services is a reputable insurance agency located at 7310 Tilghman Street in Allentown, Pennsylvania, United States. With a focus on providing top-notch financial services, the institution is dedicated to helping individuals and families secure their financial future. Whether you are looking for insurance coverage or investment opportunities, the experienced team at Patrick M Mullaney: Primerica - Financial Services is ready to assist you every step of the way. Trustworthy, reliable, and committed to excellence, this institution is the go-to destination for all your financial needs.
7310 Tilghman St, Allentown, PA 18106, United States -
The Yurconic Agency
● ClosedThe Yurconic Agency is a leading finance and insurance agency located at 5 American Parkway in Allentown, Pennsylvania. With a commitment to providing personalized and comprehensive financial solutions, our team of experienced professionals is dedicated to helping clients secure their future and protect what matters most. Whether you are in need of insurance coverage or financial planning services, The Yurconic Agency is here to help you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can assist you in achieving your financial goals.
5 American Pkwy, Allentown, PA 18101, United States -
Hosfeld Insurance, LLC
● ClosedHosfeld Insurance, LLC is an independent insurance agency located at 339 Franklin Street in Alburtis, Pennsylvania, United States. Specializing in home insurance, auto insurance, life insurance, and business insurance, the Insurance Chix at Hosfeld Insurance are dedicated to providing excellent products and services to clients in and beyond the Lehigh Valley. With over 20 years of experience, the knowledgeable and friendly staff, led by Donna Hosfeld, strive to offer top-notch customer service and personalized insurance solutions. Whether you need to protect your family, home, vehicle, or business, the Insurance Chix are here to help you navigate through your insurance needs. From securing your child's future with life insurance to protecting your assets and ensuring financial stability for your loved ones, Hosfeld Insurance is committed to helping you plan for the unexpected. Serving individuals and businesses in Emmaus, Breinigsville, Macungie, Allentown, and beyond, Hosfeld Insurance is your trusted partner in safeguarding your future. Contact the Insurance Chix today to explore your insurance options and find the right coverage for your unique needs.
339 Franklin St, Alburtis, PA 18011, United States -
Bailey Insurance Agency
● ClosedBailey Insurance Agency is a third-generation, family-owned independent agency located at 315 East Main Street in Macungie, Pennsylvania. We specialize in developing cost-effective insurance solutions for both personal and business needs, including business insurance, home insurance, auto insurance, life insurance, and bonds. As an independent agency, our priority is always our clients, not the insurance companies. We represent a variety of insurance companies to offer a wide range of coverage options and price points. Our goal is to deliver the right blend of price, coverage, and service to ensure our clients' financial security and quality of life. We provide personalized attention, dedication, and expert advice to help our clients make smart decisions about their insurance needs. Our interactive graphics allow clients to explore their unique risks and the related insurance solutions. We understand that every business faces risks, and our risk management services help businesses identify and mitigate those risks. From compliance and employee training to safety and technology failures, we offer solutions to help businesses reduce and manage their risks effectively.
315 E Main St, Macungie, PA 18062, United States -
Brookside Insurance, LLC
● ClosedBrookside Insurance, LLC is an independent insurance agency located at 4865 Hamilton Boulevard in Allentown, Pennsylvania. Our team of experts specializes in providing innovative solutions to manage even the toughest risk management challenges. We are dedicated to ensuring our clients' financial security and quality of life by offering expert advice and personalized attention. One of our specialties is sinkhole insurance, providing compensation for damages to your property and belongings in the event of a sinkhole occurrence. We understand the importance of protecting you from unexpected events like sinkholes and strive to keep you prepared for any situation.
4865 Hamilton Blvd # 200, Allentown, PA 18106, United States -
Paragon Strategic Wealth
● ClosedParagon 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.
7540 Windsor Dr Suite 308, Allentown, PA 18195, United States -
Integrity Wealth Partners
● ClosedIntegrity 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.
682 Brookside Rd, Allentown, PA 18106, United States -
AnchorPoint Wealth Management
● ClosedAnchorPoint 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.
1401 N Cedar Crest Blvd, Allentown, PA 18104, United States -
Pinnacle Advisor Group
● OpenPinnacle 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.
2851 S Pike Ave, Allentown, PA 18103, United States -
Cornerstone Advisors
● ClosedCornerstone 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.
1802 Hamilton St, Allentown, PA 18104, United States -
Univest Investments, Inc.
● ClosedUnivest 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.
4600 Broadway, Allentown, PA 18104, United States -
Coldwell Banker Realty - Peters Township
● ClosedWelcome to Coldwell Banker Realty - Peters Township, your trusted partner in real estate located at 3244 Washington Road, McMurray, PA 15317. Serving a wide range of areas including Amwell, Avella, Beallsville, Bethel Park, Bridgeville, Canonsburg, Carnegie, Castle Shannon, Cecil, Charleroi, Monongahela, Mount Lebanon, and many more, our office is strategically situated in Washington County, just over the Allegheny County line. This prime location allows us to serve the broader Pittsburgh metro area and beyond, reaching from the West Virginia border to Pittsburgh International Airport, the South Hills, Monroeville, and further.
3244 Washington Road, McMurray, Pennsylvania 15317, United States
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