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TOP 30 Financial services for families in Bethlehem, PA
25 results found
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Equal Access Legal Services
Equal Access Legal Services is a non-profit organization based in Glenside, Pennsylvania, dedicated to providing affordable legal services to individuals and families in need. Our team of experienced attorneys specialize in a wide range of practice areas, including family law, immigration law, housing law, and more. We believe that everyone deserves access to quality legal representation, regardless of their financial situation. Our office is conveniently located at 402 Bethlehem Pike, making it easy for clients to seek the help they need. Contact us today to learn more about how we can assist you with your legal needs.
Bethlehem Star Insurance Agency, LLC
Bethlehem Star Insurance Agency, LLC, located at 602 West Broad Street in Bethlehem, Pennsylvania, is not your average insurance agency. We are dedicated to making your insurance needs magical by providing personalized solutions that benefit you, not the insurance companies. With over ten years of experience, our independent agency offers a wide variety of insurance solutions for businesses and families. Whether you need insurance for your business operations or personal assets, Bethlehem Star Insurance Agency, LLC has you covered. We offer tailored insurance by industry to safeguard your business, including trucking and contractor insurance. Our team is ready to help you build a policy that works for you and protects what matters most.
Star Community Health Southside - Bethlehem
Star Community Health Southside - Bethlehem is a health institution located at 511 East 3rd Street in Bethlehem, Pennsylvania. The facility offers a range of services including routine physical exams, wellness visits for all ages, children's immunizations, blood tests, lab studies, women's health care, diabetes management, asthma care, and high blood pressure management. The clinic is open Monday through Friday from 8 am to 5 pm. In addition to medical services, Star Community Health Southside - Bethlehem provides assistance in accessing resources through their Social Worker, Financial Counselor, and Outpatient Care Manager. They also offer point-of-care tests such as EKGs, Hemoglobin A1C, blood glucose fingerstick, diabetic eye exams, urine dip, spirometry, and hearing/vision tests during visits.
Gerald Camera - Private Wealth Advisor, Ameriprise Financial Services, LLC
Gerald Camera - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1525 Valley Center Parkway in Bethlehem, Pennsylvania, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to address the diverse financial needs of their clients. Some of the certifications offered include 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®. These certifications cover a wide range of topics including asset management, retirement planning, estate planning, investment strategies, and more. Advisors at Gerald Camera - Private Wealth Advisor, Ameriprise Financial Services, LLC are committed to providing expert financial advice and guidance to their clients.
Willever Financial Group
Willever Financial Group is a leading finance institution located at 2571 Baglyos Circle in Bethlehem, Pennsylvania. Our team of experienced professionals is dedicated to providing comprehensive financial services and solutions to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Willever Financial Group is here to help. Contact us today to learn more about how we can assist you in securing your financial future.
Stark Financial Group
Stark Financial Group, located at 79 West Market Street in Bethlehem, Pennsylvania, is a finance and insurance agency dedicated to helping individuals achieve their financial goals. Whether you are looking to lower your taxes, debt, interest, fees, or premiums, Stark Financial is committed to helping you optimize your financial situation. By focusing on reducing unnecessary costs and maximizing your savings, Stark Financial aims to help you build wealth while enjoying your life. Let us help you create a solid financial foundation for your future.
Edward Jones - Financial Advisor: David L Anderson, AAMS™
Edward Jones - Financial Advisor: David L Anderson, AAMS™ is a trusted financial institution located at 83 West Broad Street in Bethlehem, Pennsylvania, United States. David L Anderson, an Accredited Asset Management Specialist, is dedicated to providing personalized financial advice and guidance to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: David L Anderson, AAMS™ offers a wide range of financial services including retirement planning, investment strategies, and wealth management. Visit us today to start planning for a secure financial future.
John Brew - Institutional Advisor, Ameriprise Financial Services, LLC
John Brew - Institutional Advisor at Ameriprise Financial Services, LLC is located at 817 West Broad Street in Bethlehem, Pennsylvania, United States. Specializing in finance, John Brew offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, adjust strategies as needed, and track advancements towards financial objectives. Clients can conveniently access their investments and accounts from any device and securely share information with John Brew. With a focus on retirement, education, and major purchases, John Brew helps clients navigate the financial landscape and plan for the future. To learn more about how John Brew can assist with financial goals, schedule a complimentary initial consultation. Securities business is conducted only with residents of properly registered states, as indicated on FINRA's BrokerCheck website. Privacy and security are a top priority at Ameriprise Financial Services, LLC, ensuring clients' information is protected. By referring friends and family to John Brew, individuals can help their loved ones achieve financial success with the support of a trusted advisor. Contact John Brew today to start the conversation about your financial priorities.
Brad Johnson Agency
The Brad Johnson Agency is a reputable insurance agency located at 237 A Broad Street in New Bethlehem, Pennsylvania, United States. With a commitment to providing personalized service and tailored insurance solutions, the agency helps clients protect their assets and plan for the future. Whether you're looking for auto, home, life, or business insurance, the dedicated team at Brad Johnson Agency is here to assist you every step of the way. Contact them today to discuss your insurance needs and secure peace of mind for you and your loved ones.
The Yurconic Agency
The Yurconic Agency is a trusted finance and insurance agency located at 216 Nazareth Pike in Bethlehem, Pennsylvania, United States. With a commitment to providing personalized and comprehensive financial solutions, The Yurconic Agency offers a wide range of insurance products and financial services to meet the needs of individuals and businesses alike. Their experienced team of professionals is dedicated to helping clients protect their assets and achieve their financial goals. Whether you are looking for insurance coverage or financial planning advice, The Yurconic Agency is here to help you navigate the complexities of the financial world with confidence and peace of mind.
The Law Office of Jeremy Z. Mittman
The Law Office of Jeremy Z. Mittman, located at 593 Bethlehem Pike in Montgomeryville, Pennsylvania, is dedicated to providing the help you need to navigate through complex legal decisions. Jeremy Mittman specializes in protecting elderly individuals against nursing home negligence and expertly guiding clients through the intricate Medicaid approval process while safeguarding their legacy assets. Ensuring the safety, health, and comfort of clients is a top priority, but the financial aspect of long-term care cannot be ignored. Jeremy Mittman offers comprehensive services to assist clients in qualifying for Long-Term Care Medicaid, whether they choose at-home care or a skilled nursing facility within the Medicaid provider network. Eligibility for coverage depends on both medical and financial qualifications, and Jeremy Mittman conducts a thorough assessment of assets and financial history to provide expert advice on asset protection strategies that comply with Medicaid regulations.
Bailey Insurance Agency
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.
Thomas E. Michael Agency
Thomas E. Michael Agency, located at 1685 Stoke Park Road in Bethlehem, Pennsylvania, is a trusted insurance agency with over 50 years of experience in the industry. Specializing in auto insurance, homeowners insurance, business insurance, and life insurance, the agency is dedicated to providing excellent service and competitive pricing to their clients. As a family owned and operated business, Thomas E. Michael Agency strives to find the most competitively priced premium for each client's unique needs. With access to numerous carriers and brokerage firms, they are able to offer a wide range of options to ensure that every client receives the coverage they require.
Guardian Life
Guardian Life is a reputable finance and insurance agency located at 6255 Sterner's Way in Bethlehem, Pennsylvania, United States. With a strong commitment to providing exceptional financial services and insurance products, Guardian Life is dedicated to helping individuals and families protect their assets and secure their future. Their team of experienced professionals offers personalized guidance and tailored solutions to meet each client's unique needs and goals. Trust Guardian Life to safeguard your financial well-being and provide peace of mind for the future.
Nationwide Insurance: Andrew Kipp Hibsman
Nationwide Insurance: Andrew Kipp Hibsman is an insurance agency located at 232 East 3rd Street in Bethlehem, Pennsylvania, United States. Specializing in Auto, Commercial, Farm, Financial, Home, Powersports, and Human Services insurance, they offer a wide range of coverage options to protect your assets. Whether you need auto insurance for your family or a life insurance plan to ensure peace of mind for your loved ones, Andrew Kipp Hibsman is dedicated to providing personalized solutions tailored to your specific needs. With access to Nationwide's policy discounts, coverage programs, and claims service, you can trust that you are in good hands. Contact Andrew Kipp Hibsman at (610) 865-8120 to learn more about their insurance products and services.
Mark Ziegler - State Farm Insurance Agent
Mark Ziegler - State Farm Insurance Agent is a reputable insurance agency located at 86 Bethlehem Pike in Philadelphia, Pennsylvania. Mark Ziegler, a proud Philly native, is dedicated to serving his local community by offering a range of insurance products tailored to meet the unique needs of his clients. Whether you are a renter, a homeowner, a small business owner, or someone looking to protect their loved ones with life insurance, Mark and his team are here to help. With a background in competitive running, Mark brings a strong work ethic and commitment to excellence to his insurance practice. He and his team are committed to providing exceptional customer service and professional support to all their clients. From auto insurance to special needs trusts, Mark Ziegler - State Farm Insurance Agent offers comprehensive solutions to help you manage the risks of everyday life and achieve your financial goals.
Union Home Mortgage
Union Home Mortgage is a finance institution located at 3101 Emrick Boulevard in Bethlehem, Pennsylvania. As a leading mortgage lender in the United States, Union Home Mortgage offers a wide range of home loan options to help individuals and families achieve their homeownership goals. With a commitment to providing personalized service and competitive rates, Union Home Mortgage strives to make the home buying process as smooth and seamless as possible for its customers. Whether you are a first-time homebuyer or looking to refinance your existing mortgage, Union Home Mortgage is dedicated to helping you find the right financing solution for your needs.
Nationwide Insurance: Eric D Shick
Nationwide Insurance: Eric D Shick is an insurance agency located at 3523 Pennsylvania 28, New Bethlehem, Pennsylvania, United States. They offer a variety of insurance coverage options, including auto, home, commercial, condo, farm, and renters insurance. The agency specializes in understanding each client's unique needs and tailoring policies to provide the right level of protection. They prioritize communication with clients to ensure they fully understand their coverage options. For auto insurance, Eric D Shick helps clients navigate complex terms like "collision" and "comprehensive" coverage to create personalized plans that meet their needs. They also offer home insurance to protect properties and families from loss, taking into consideration specific factors like pools or detached buildings. Additionally, the agency provides business insurance solutions, such as property insurance, general liability, and commercial auto coverage, to help businesses protect their assets and employees.
CAPTRUST
CAPTRUST, located at 60 West Broad Street in Bethlehem, Pennsylvania, is a finance institution that offers comprehensive wealth management services to high-net-worth individuals, business owners, and families. Our team of advisors is available Monday through Thursday from 8:00 am to 5:00 pm and on Friday from 8:00 am to 4:00 pm to assist with wealth planning, portfolio management, family governance, philanthropic strategies, and more. With a values-based approach, our advisors aim to provide a best-in-class experience for every client. From sharing best practices and market insights to offering financial planning strategies, our team is dedicated to helping clients achieve their financial goals. Connect with our Bethlehem office to experience the CAPTRUST difference today.
Wilmington Trust
Wilmington Trust is a renowned financial institution located at 1 East Broad Street in Bethlehem, Pennsylvania, United States. With a strong reputation for providing expert financial services, Wilmington Trust offers a wide range of banking, wealth management, and corporate services to individuals, families, businesses, and institutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Trust in Wilmington Trust for all your financial needs.
Compass Point Consulting
Compass Point Consulting, located in Bethlehem, Pennsylvania, is a family business consulting group that specializes in helping businesses find growth, legacy, and harmony. With over 20 years of experience, Compass Point has perfected their strategy for aligning ownership, family, and business for long-term success. They work closely with business owners to clarify roles, perspectives, and issues to be resolved, ensuring alignment in all areas crucial for the success of a family business. Compass Point offers services such as succession planning, governance, leadership development, and strategic planning to help businesses thrive and transition successfully. Their team of family business experts with financial acumen, emotional intelligence, and strong facilitation skills are dedicated to helping businesses achieve success, aligned ownership, and stronger families.
Dawn Fernandez - Thrivent
Dawn Fernandez - Thrivent is a finance institution located at 1227 West Rosemont Drive in Bethlehem, Pennsylvania, United States. Our team of financial experts is dedicated to helping individuals and families achieve their financial goals through personalized strategies and guidance. Whether you are looking to plan for retirement, save for your child's education, or invest for the future, we are here to provide you with the tools and resources you need to succeed. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Wilmington Trust
Wilmington Trust, located at 95 Highland Avenue in Bethlehem, Pennsylvania, is a finance institution that is a part of M&T Bank, a leading company in the U.S. financial services industry. Our experienced professionals provide wealth and institutional services to help families and businesses succeed. Visit our Lehigh Valley - BBC location and schedule an appointment to receive expert guidance for your financial needs.
Executive Business Adviser
Executive Business Adviser, located at 589 Bethlehem Pike in Montgomeryville, Pennsylvania, is a trusted institution specializing in accounting and finance services. With a focus on simplifying the complexities of business ownership, our team is dedicated to helping clients gain the bookkeeping records they deserve. We employ proven strategies, methodologies, and experiences that not only produce results but also provide peace of mind. Our family-owned account service has been serving the community for the last 10 years, and our team includes experienced CPAs and dedicated support staff.
Rob Marchand: Allstate Insurance
Rob Marchand: Allstate Insurance is an insurance agency located at 271 Bethlehem Pike in Colmar, Pennsylvania. Specializing in providing a wide range of insurance products and services, including auto, home, life, and business coverage, Rob Marchand and his team are dedicated to helping clients protect what matters most to them. With a commitment to personalized service and expertise in the insurance industry, they strive to provide peace of mind and financial security to individuals and families in the Colmar area. Whether you are looking for a new insurance policy or simply want to review your current coverage, Rob Marchand: Allstate Insurance is here to help you navigate the complexities of insurance and find the best solutions for your needs.
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