Financial security planning in Allentown, Pennsylvania

Wise Financial Group is a leading finance institution located at 1612 West Allen Street in Allentown, Pennsylvania, United States. With a team of experienced financial advisors, we provide a wide range of services to help individuals and businesses achieve their financial goals. From investment planning to retirement savings, our experts are dedicated to providing personalized solutions tailored to each client's unique needs. Trust Wise Financial Group to guide you towards a secure financial future.

Anthony Barber is a financial advisor at Ameriprise Financial Services, LLC located at 5100 Tilghman Street in Allentown, Pennsylvania, United States. He holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and Behavioral Financial Advisor. These certifications demonstrate his expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, and portfolio management. Additionally, Anthony is knowledgeable in areas such as fixed-rate and variable annuities, issues impacting seniors, divorce financial analysis, estate planning, exit planning, securities analysis, mutual funds, special needs planning, long-term care, and life insurance. He is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and members of the military community. If you are seeking expert advice and guidance on your financial goals and investments, Anthony Barber is a trusted and experienced professional to help you navigate the complexities of financial planning.

Dylan Okonski - Financial Advisor at Ameriprise Financial Services, LLC, located at 1045 South Cedar Crest Boulevard in Allentown, Pennsylvania, offers personalized financial planning services to help clients reach their goals. With a focus on retirement, education, major purchases, and more, Dylan provides investment recommendations tailored to individual risk tolerance. Regular progress reviews and updates ensure that strategies remain aligned with clients' evolving needs. Clients can easily access their accounts and track progress towards goals online, with secure communication options available. Those interested can schedule a complimentary initial consultation to learn more about Dylan's services. Dylan Okonski is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC, a member of FINRA and SIPC, does not guarantee future financial results. Privacy and security measures are in place to protect client information. Feel free to refer friends and family to Dylan for assistance with their financial goals.

Merrill 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.

Prudential | Gregory Penny | Life Insurance & Financial Services is a reputable finance and insurance agency located at 1011 North Brookside Road in Allentown, Pennsylvania, United States. With a strong focus on providing top-notch life insurance and financial services, our experienced team is dedicated to helping clients secure their financial future. Whether you are looking for life insurance coverage or need assistance with financial planning, our experts are here to guide you every step of the way. Trust Prudential | Gregory Penny | Life Insurance & Financial Services for all your insurance and financial needs.

Merrill Lynch Financial Advisor Kim Kametz is a leading finance institution located at 600 Hamilton Street in Allentown, Pennsylvania, United States. With a team of experienced professionals, they offer expert financial advice and guidance to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Kim Kametz is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and commitment to help you secure a stable financial future.

RKL LLP in Allentown, Pennsylvania is a top CPA firm and business consultant that helps organizations and individuals navigate everyday challenges and opportunities. Their team of advisors provides trusted guidance and real results, whether it's enhancing profitability, adopting new technologies, driving efficiency, or securing financial futures. With a pragmatic and honest approach, RKL LLP offers a wide range of solutions including accounting services, financial advisory, business consulting, succession planning, outsourced accounting, HR consulting, and IT consulting. Their team is dedicated to serving clients, supporting each other, and giving back to the local community through service and leadership roles with organizations such as Moravian University, DaVinci Science Center, and the Allentown Academy of the Arts at William Allen High School.

Prosperity Planning is an insurance agency located at 233 Hopewell Drive in Allentown, Pennsylvania, United States. Our primary focus is on educating individuals about Medicare, empowering them to make informed decisions about their retirement healthcare options. Our dedicated team is committed to helping you navigate the complexities of Medicare so that you can enjoy peace of mind knowing that your healthcare needs are covered. Visit us today and let us help you plan for a prosperous future.

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.

GOLD Credit Union, located at 4703 Hamilton Boulevard in Allentown, Pennsylvania, is a finance institution that offers a variety of products and services to its members. Stay informed about the latest updates as they work towards system conversion. United Federal Credit Union is now open for business in Pennsylvania, providing a range of financial solutions for individuals and businesses. Please be aware that by leaving the United Federal Credit Union website, you may be entering a third-party site. It is recommended to review the privacy disclosure before proceeding with any transactions. GOLD Credit Union is committed to providing helpful and convenient information for its members.

HealthMarkets: Randy Roberts is a trusted health insurance agency located at 1424 Pennsylvania Avenue in Allentown, Pennsylvania. With a focus on providing personalized and comprehensive insurance solutions, Randy Roberts and his team are dedicated to helping individuals and families find the right coverage to meet their healthcare needs. Whether you are looking for health, dental, vision, or Medicare insurance, HealthMarkets is committed to guiding you through the process and finding a plan that fits your budget and lifestyle. Visit their office today to get started on securing your health and financial well-being.

Class Car Co is a premier finance institution located at 5600 Allentown Boulevard in Harrisburg, Pennsylvania. We specialize in providing financing options for individuals looking to purchase their dream car. Our experienced team is dedicated to helping customers secure competitive rates and flexible payment plans. Whether you're in the market for a new or used vehicle, Class Car Co is committed to making the car buying process as smooth and stress-free as possible. Visit us today and drive away in the car of your dreams!

First United Land Transfer is an insurance agency located at 3500 Winchester Road in Allentown, Pennsylvania. We specialize in providing comprehensive insurance services for land transfers, ensuring that our clients have peace of mind during real estate transactions. Our experienced team is dedicated to providing exceptional customer service and guiding clients through the insurance process with professionalism and efficiency. Whether you are buying or selling property, First United Land Transfer is here to protect your investment and make the insurance process seamless.

H&R Block is a trusted accounting and finance institution located at 1028 Hamilton Street in Allentown, Pennsylvania. 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 looking for help with your personal taxes or a business in need of comprehensive financial services, H&R Block is dedicated to providing top-notch expertise and support. Visit us today to streamline your financial needs and secure a brighter financial future.

Brookside 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.

Lehigh Valley Agency, a branch of Baltimore Life, is a trusted health insurance agency located at 5000 Tilghman Street in Allentown, Pennsylvania. With a commitment to providing top-notch insurance services, our agency offers a wide range of health insurance options to meet the diverse needs of our clients. Our knowledgeable agents are dedicated to helping individuals and families navigate the complexities of the healthcare system and find the coverage that best suits their needs. Whether you are looking for individual or group health insurance, Lehigh Valley Agency is here to provide you with personalized and professional service. Contact us today to learn more about how we can help you protect your health and financial well-being.

Merchant Services is a finance institution located at 702 Hamilton Street in Allentown, Pennsylvania. We specialize in providing payment processing solutions for businesses of all sizes, helping them securely accept credit card payments and increase their sales. Our experienced team is dedicated to providing top-notch customer service and tailored solutions to meet the unique needs of each client. Whether you're a small local shop or a large corporation, Merchant Services is here to help streamline your payment processing and improve your bottom line.

Located at 5100 Tilghman Street in Allentown, Pennsylvania, G.A. Legg & Associates is a reputable finance institution dedicated to helping clients achieve long-term financial success. With a focus on personalized service, we offer customized programs to assist in growing and preserving wealth. As a comprehensive financial services firm, we provide securities and advisory services through Osaic Wealth, Inc. Our team is registered to sell securities in several states including Colorado, Connecticut, Florida, New Jersey, Ohio, Pennsylvania, and Virginia. Please note that when you visit our website, you may find interesting videos to watch. Remember to check the background of our investment professionals before making any decisions.

Ascent Wealth Management, LLC. is a premier financial institution located at 1620 Highland Street in Allentown, Pennsylvania, United States. Specializing in wealth management services, our experienced team of professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial solutions, we strive to provide our clients with the highest level of expertise and guidance. Whether you are planning for retirement, investing for the future, or managing your assets, Ascent Wealth Management, LLC. is here to help you navigate the complexities of the financial world with confidence and peace of mind.

Morton Brown Family Wealth is a prestigious finance institution located at 600 Hamilton Street in Allentown, Pennsylvania, United States. With a strong reputation for providing expert financial services to high-net-worth families, Morton Brown Family Wealth offers personalized wealth management solutions tailored to each client's unique needs and goals. Our team of experienced professionals is dedicated to helping clients achieve financial success and peace of mind. Contact us today to learn more about how Morton Brown Family Wealth can help you secure your financial future.

Lang, Faylor, Chomo & Company, P.C. is a reputable accounting and financial planning firm located at 3570 Hamilton Boulevard in Allentown, Pennsylvania. Serving the Greater Lehigh Valley and Delaware Valley, our team of experienced certified public accountants offers a wide range of services including tax filing, planning, bookkeeping, auditing, and financial reporting. We specialize in working with individuals and businesses to develop customized financial plans that help them achieve their goals. With a focus on professionalism and reliability, our clients trust us to provide expert advice and guidance. Avoid common tax mistakes with tips from our experienced CPAs, and learn about tax considerations for DINK households. Our team is dedicated to helping you navigate tax season successfully and avoid financial trouble. Testimonials from satisfied clients highlight our commitment to excellence and personalized service.

Camikk Holdings is a leading investment firm located at 1642 Union Boulevard in Allentown, Pennsylvania. With a strong focus on strategic investments and financial management, Camikk Holdings provides expert guidance and innovative solutions to help clients achieve their financial goals. Our dedicated team of professionals is committed to delivering exceptional service and personalized attention to each client. Contact us today to learn more about how Camikk Holdings can help you secure a brighter financial future.

Corrigan Edward M CPA is a reputable accounting and finance institution located at 3117 Lehigh Street in Allentown, Pennsylvania, United States. With a team of experienced Certified Public Accountants, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their commitment to excellence and attention to detail make them a trusted partner for individuals and businesses seeking professional financial guidance. Contact Corrigan Edward M CPA today to discuss your accounting needs and secure your financial future.

Colleen Williams, Bankers Life Agent in Allentown, Pennsylvania, offers a wide range of insurance options from top-rated companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As an insurance sales representative, Colleen Williams specializes in helping clients navigate the complexities of Medicare Advantage plans, providing personalized guidance to find the best coverage for individual needs. With a focus on long-term care planning and financial security, Colleen Williams is dedicated to helping clients make informed decisions and prepare for the future. Visit the office at 5000 Tilghman Street in Allentown to start planning your next steps towards a secure financial future.

Grace Hurd, Bankers Life Agent is an insurance agency located at 5000 Tilghman Street in Allentown, Pennsylvania, United States. As a Bankers Life Agent, we specialize in providing insurance products and services to help our clients protect their financial future. Our team is dedicated to helping individuals and families find the right insurance solutions to meet their needs. With a commitment to excellence and personalized service, Grace Hurd, Bankers Life Agent is your trusted partner in securing peace of mind for the future.

LP Insurance Group LLC is an insurance agency located at 2200 Hamilton Street in Allentown, Pennsylvania, United States. Our team specializes in helping individuals and families navigate the complexities of Medicare, Medicaid, Rx plans, Hospital Indemnity Plans, Life Insurance, Long Term Care Insurance, and Funeral Insurance. We strive to find the best coverage options that fit within your budget while providing peace of mind for you and your loved ones. Our focus is on serving the community by understanding each client's unique situation and recommending personalized solutions for their financial and medical security needs. LP Insurance Group is committed to providing inclusive services and does not discriminate based on race, color, national origin, age, disability, or sex. Visit our website to learn more about how we can assist you in finding the right insurance plan for your needs.

Khristopher Gefroh, Bankers Life Agent is an insurance agency located at 5000 Tilghman Street in Allentown, Pennsylvania, United States. As a Bankers Life Agent, Khristopher Gefroh specializes in providing insurance products and services to help individuals and families protect their financial futures. With a focus on personalized service and tailored insurance solutions, Khristopher Gefroh is committed to helping clients navigate the complexities of insurance and achieve peace of mind. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other insurance products, Khristopher Gefroh is dedicated to helping you find the right solutions to meet your needs.

Luke Laubscher, Bankers Life Agent is an insurance agency located at 5000 Tilghman Street in Allentown, Pennsylvania, United States. Our dedicated team of professionals is committed to helping clients secure their financial futures through a range of insurance products and services. Whether you are looking for life insurance, long-term care insurance, or retirement planning, we are here to provide personalized guidance and support. Contact us today to schedule a consultation and start protecting your financial well-being.

Bailey 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.

Simplex Services is a reputable accounting and finance institution located at 133 South 7th Street in Allentown, Pennsylvania, United States. With a team of experienced professionals, Simplex Services offers a wide range of financial services to individuals and businesses. From tax preparation to financial planning, their dedicated staff is committed to providing top-notch services tailored to meet the unique needs of each client. Whether you are looking for assistance with bookkeeping, budgeting, or investment management, Simplex Services is here to help you achieve your financial goals.