TOP 10 Financial planning services in Macungie, Pennsylvania

15 results found

E-Z Shoppe Notary Services is a trusted finance institution located at 52 West Main Street in Macungie, Pennsylvania, United States. Our experienced notaries are dedicated to providing efficient and reliable notary services for all your financial needs. Whether you require notarization for real estate transactions, legal documents, or other important paperwork, our team is here to assist you. Visit us today for professional notary services you can count on.

Junie's Notary Services LLC is a trusted finance institution located at 304 Surrey Place in Macungie, Pennsylvania, United States. We specialize in providing professional notary services to clients in need of legal document verification and authentication. Our experienced team is dedicated to ensuring that all documents are processed accurately and efficiently. Trust Junie's Notary Services LLC for all your notary needs.

Christman Financial Advisors LLC is a finance institution located at 6336 Sauterne Drive in Macungie, Pennsylvania, United States. They offer expert financial advice and services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Christman Financial Advisors LLC provides personalized financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Christman Financial Advisors LLC is dedicated to helping you secure a stable financial future.

Milestone Financial Associates, LLC is a finance institution located at 330 East Main Street in Macungie, Pennsylvania, United States. We specialize in providing personalized financial solutions to help our clients reach their milestones and achieve their financial goals. Our team of experienced professionals offers a wide range of services including financial planning, investment management, retirement planning, and more. With a focus on building long-term relationships based on trust and integrity, we are committed to helping our clients navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.

Stephanie Miller is a Financial Advisor at Ameriprise Financial Services, LLC located at 5740 Lower Macungie Road in Macungie, Pennsylvania, United States. Stephanie 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®, CFP®, 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®. Stephanie specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Stephanie is dedicated to upholding a high standard of ethics and professionalism in her practice, ensuring that clients receive expert advice and guidance in all aspects of their financial planning needs.

Earned Income Tax is an accounting and finance institution located at 3400 North Brookside Road in Macungie, Pennsylvania. Our experienced professionals specialize in helping individuals and businesses navigate the complexities of tax laws and maximize their tax returns. Whether you need assistance with tax preparation, planning, or filing, our team is dedicated to providing personalized and efficient service to meet your financial needs. Trust Earned Income Tax to help you achieve financial success and peace of mind.

Hosfeld 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.

Tom Bartholomew - State Farm Insurance Agent is an insurance agency located at 129 East Main Street, Macungie, Pennsylvania, United States. They provide valuable tips on lightning protection, drunk driving prevention, and financial habits. They offer various insurance products including life insurance, annuities, and pet insurance. Additionally, they provide information on investment options and mortgage services through partnerships with U.S. Bank and Rocket Mortgage. Customers can contact them for assistance with insurance policies, investment objectives, and financial planning. Please note that sensitive personal information should not be shared on their website for security reasons. State Farm VP Management Corp. is a separate entity from the banking and insurance providers associated with State Farm. For tax or legal advice, customers are advised to consult a professional advisor.

Valera Agency is a reputable finance and insurance agency located at 1640 North Brookside Road in Macungie, Pennsylvania, United States. With a strong commitment to providing top-notch financial services and insurance solutions, Valera Agency is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Their team of experienced professionals offers personalized advice and tailored solutions to meet the unique needs of each client. Whether you are looking for investment guidance, retirement planning, or insurance coverage, Valera Agency is the trusted partner you can rely on. Contact them today to learn more about their services and how they can assist you in securing your financial future.

Members 1st Federal Credit Union is a trusted financial institution located at 201 West Main Street in Macungie, Pennsylvania. As a member-owned credit union, we prioritize the financial well-being of our members and strive to provide exceptional service and competitive rates. Whether you're looking for a savings account, loan, or other financial services, Members 1st Federal Credit Union is here to help you achieve your financial goals. Join us today and experience the benefits of being a member-owner of a local, community-focused credit union.

TD Bank, located at 5980 Hamilton Boulevard in Allentown, Pennsylvania, is a full-service financial institution offering banking, ATM, and finance services. Our team of wealth professionals can help you create a personalized TD Wealth Plan tailored to your financial goals. Whether you need assistance with private banking, credit, investments, or financial planning, our dedicated Relationship Managers are here to help. If you're looking to purchase a home, build, renovate, or refinance, schedule a meeting with one of our mortgage loan officers to explore your options. Our branch is open during convenient hours, including weekends, so you can stop by for all your banking needs. We offer services such as instant debit card issuance, savings accounts, ATMs, foreign currency exchange, notary services, and safe deposit boxes.

Equitable Advisors: Michael Tunke (AXA Advisors) is a finance institution located at 6576 Sauterne Drive, Macungie, Pennsylvania, United States. They specialize in financial planning, investment planning, and retirement planning. WealthWorks Financial, a division of Equitable Advisors, aims to simplify wealth management by providing clear advice to help clients achieve their personal goals. They believe in following a structured financial planning process to ensure success. Whether you are a new investor or approaching retirement, they offer personalized insights, education, and support to meet your individual needs. Their priority is taking care of you and your family at every stage of life. They understand the unique challenges individuals face and create customized plans to meet financial goals. Registered Representatives at Equitable Advisors offer securities and advisory services through Cetera Advisor Networks LLC, a broker/dealer and Registered Investment Adviser. They are dedicated to helping clients build, manage, preserve, and transition wealth.

Hillegrass Bruce is a reputable accounting and finance institution located at 978 Hillcrest Drive South in Macungie, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment management, Hillegrass Bruce is dedicated to providing top-notch expertise and personalized solutions to help you achieve your financial goals. Visit them today to see how they can assist you with your accounting and finance needs.

Haffner & Associates CPAs is a reputable accounting and finance institution located at 128 East Main Street in Macungie, Pennsylvania, United States. With a team of experienced and dedicated Certified Public Accountants, they provide a wide range of services including tax preparation, financial planning, audit support, and consulting. Their commitment to excellence and personalized approach make them a trusted partner for individuals and businesses seeking professional financial guidance.

Fratrik Gregory P is a reputable accounting and finance institution located at 5285 Dartmouth Drive in Macungie, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or investment management, Fratrik Gregory P is dedicated to providing top-notch service and expertise. Their commitment to excellence and client satisfaction sets them apart as a trusted resource for all your accounting and finance needs.