The 30 Best Financial wellness services in Bethlehem, Pennsylvania
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North Penn Legal Services
North Penn Legal Services, located at 559 Main Street in Bethlehem, Pennsylvania, has been providing free civil legal aid for over 50 years. Their dedicated legal aid team works to empower vulnerable populations through professional legal representation, advocacy, and education. They offer self-help resources, handbooks, and videos on various topics, as well as opportunities for volunteer attorneys to make a difference in the lives of those in need. With almost 400,000 people living at or below 125% of poverty in Northeast Pennsylvania, NPLS helps clients with urgent civil legal problems that affect their health, safety, housing, food security, and financial stability. Consider applying for legal services, donating, volunteering, or learning more about civil law through North Penn Legal Services.
Patrick McNealis Insurance and Financial Group
Patrick McNealis Insurance and Financial Group is a reputable insurance agency located at 3482 Linden Street in Bethlehem, Pennsylvania. With a dedicated team of professionals, they offer a wide range of insurance and financial services to meet the unique needs of their clients. Whether you are looking for auto, home, life, or business insurance, they have you covered. Their commitment to providing excellent customer service and personalized solutions sets them apart from other agencies. Trust Patrick McNealis Insurance and Financial Group to protect what matters most to you.
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.
Bethlehem Christian School
Bethlehem Christian School is a reputable secondary school located at 5300 Green Pond Road in Easton, Pennsylvania, United States. As an institution dedicated to providing a quality Christian education, we strive to cultivate a nurturing and supportive environment for our students to grow academically, spiritually, and emotionally. Our experienced faculty and staff are committed to guiding students towards academic excellence while instilling strong Christian values and principles. With a focus on holistic development, Bethlehem Christian School offers a comprehensive curriculum, extracurricular activities, and opportunities for community service, ensuring that students are well-prepared for future success. Join us at Bethlehem Christian School and embark on a journey of learning, growth, and faith.
Magellan Financial, Inc.
Magellan Financial, Inc. is a finance institution located at 1605 North Cedar Crest Boulevard in Allentown, Pennsylvania, United States. Our Asset & Wealth Management Practice in Allentown, PA is dedicated to helping investors achieve their lifestyle and financial goals through thorough, thoughtful, and risk-based strategies. Conveniently serving Bethlehem, PA, and the surrounding Lehigh Valley area, we invite you to discover a new way to pursue your financial goals with Magellan Financial, Inc. Contact us at 1-888-437-5650 or email Rob.Cahill@WFAFiNet.com for more information. Please note that our investment products and services are offered through Wells Fargo Advisors Financial Network, LLC, and may only be available to residents of certain states. Insurance-related services may be provided by Robert I. Cahill, CFP, Managing Partner, to residents of select states. Follow us on social media, but please note that opinions expressed there are those of third parties and do not necessarily reflect our views. Social media is intended for U.S. residents only. Visit wellsfargoadvisors.com/social for more information.
Milestone Financial Associates, LLC
Milestone Financial Associates, LLC is a finance institution located at 144 East Broad Street in Bethlehem, Pennsylvania, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a focus on long-term success and wealth management, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to learn more about how Milestone Financial Associates, LLC can help you reach your financial milestones.
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.
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.
Scott Sylvainus - Financial Advisor
Scott Sylvainus - Financial Advisor is a reputable finance institution located at 95 Highland Avenue in Bethlehem, Pennsylvania, United States. With years of experience in the industry, Scott Sylvainus offers 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, Scott Sylvainus is dedicated to providing personalized services tailored to meet your individual needs. Trust Scott Sylvainus - Financial Advisor to help you secure a stable financial future.
Thrivent Financial-Lutherans
Thrivent Financial-Lutherans is a finance institution located at 2508 Schoenersville Road in Bethlehem, Pennsylvania, United States. At Thrivent, we believe that everyone deserves a financial plan they can be confident about. Our team of financial advisors is dedicated to understanding your unique situation and goals, and providing strategies and solutions to help you achieve them. We offer a free virtual coaching service called Money Canvas™ that empowers you to build healthier money habits at your own pace. Whether you are just starting out, building a foundation, or nearing retirement, our financial advisors are here to help you navigate the challenges and opportunities that life presents.
Notary, United Check Cashing
Notary, United Check Cashing is a financial institution located at 1814 Stefko Boulevard in Bethlehem, Pennsylvania, United States. They offer notary services as well as check cashing services to their customers. With a convenient location and a friendly staff, Notary, United Check Cashing is a trusted resource for all your financial needs.
A Duncan Agency
A Duncan Agency is a well-established institution located at 1407 Bethlehem Pike in Flourtown, Pennsylvania. As a finance and insurance agency, they provide a wide range of services to individuals and businesses in the local community. Additionally, they serve as a local government office, offering assistance and resources to residents in need. With a dedicated team of professionals, A Duncan Agency is committed to providing top-notch customer service and helping clients navigate the complexities of financial and insurance matters.
Sarah M. Andrew, Esq.
Sarah M. Andrew, Esq. is a dedicated lawyer located at 559 Main Street in Bethlehem, Pennsylvania, United States. The institution is part of North Penn Legal Services (NPLS), which has been providing free civil legal aid for over 50 years. Their mission is to solve civil legal problems and empower vulnerable populations through professional legal representation, advocacy, and education. At Sarah M. Andrew, Esq., clients can receive assistance with urgent and time-sensitive civil legal issues related to health, safety, housing, food security, and financial stability. The institution offers self-help resources, handbooks, and videos on various legal topics, as well as opportunities for volunteer attorneys to bridge the gap between those in need and legal aid.
Rafael De La Hoz - State Farm Insurance Agent
Rafael De La Hoz - State Farm Insurance Agent is a trusted insurance agency located at 1703 South 4th Street in Allentown, Pennsylvania. As the first Latino State Farm agent in Allentown, Rafael De La Hoz is dedicated to serving the residents of Allentown, Bethlehem, Easton, and Macungie with personalized insurance services. With a team that speaks both English and Spanish, they offer a range of insurance options including homeowners, renters, auto, life, and business insurance, as well as financial services. Rafael De La Hoz has a personal connection to the importance of insurance, having experienced the support of State Farm firsthand when his home was destroyed by Hurricane Sandy. Inspired by this experience, he became an agent to help others in their times of need. With a strong commitment to the community, Rafael is involved in various organizations and is passionate about making a positive impact in the world.
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.
Luzon Group Consultants
Luzon Group Consultants is a well-established institution located at 1338 Hamilton Street in Allentown, Pennsylvania. Since its inception in 2008, Luzon Group has been providing expert tax consulting services to clients in the Lehigh Valley area, including Allentown, Easton, and Bethlehem. With over 20 years of experience in the tax industry, Luzon Group is dedicated to providing top-notch service and guidance to individuals and businesses alike. To contact Luzon Group Consultants, please call 610-433-4602 or fax 610-433-4603.
TD Bank
TD Bank, located at 3760 Fairview Street in Bethlehem, Pennsylvania, is your go-to institution for all your banking and financial needs. Our dedicated Relationship Managers and wealth professionals are here to provide expert advice on private banking, credit, investments, and financial planning. Whether you're looking to open a new savings account, get an instant debit card, or explore mortgage options, we have you covered. Visit us during our human hours, including early mornings, late evenings, and weekends, and enjoy lollipops and dog biscuits while you take care of your banking needs. Our services also include 24/7 ATMs, foreign currency exchange, notary services, and safe deposit boxes. If our location doesn't have what you need, we'll help you find another nearby TD Bank. Start saving or investing today with TD Bank.
St Lukes University
St. Luke's University in Bethlehem, Pennsylvania is a renowned health institution dedicated to providing top-quality medical care and education. Located at 511 East 3rd Street, St. Luke's University offers a wide range of healthcare services, cutting-edge research, and innovative programs to improve the health and well-being of its community. With a team of skilled healthcare professionals and state-of-the-art facilities, St. Luke's University is committed to excellence in patient care, education, and research.
Liberty High School
Liberty High School is a prestigious secondary school located at 1115 Linden Street in Bethlehem, Pennsylvania, United States. Known for its strong academic programs, dedicated faculty, and vibrant student community, Liberty High School provides students with a well-rounded education that prepares them for success in college and beyond. With a focus on promoting critical thinking, creativity, and leadership skills, Liberty High School is committed to empowering students to reach their full potential and achieve their goals. Whether students are interested in academics, athletics, or the arts, Liberty High School offers a diverse range of extracurricular activities and opportunities for personal growth. Join us at Liberty High School and embark on a journey of learning, discovery, and personal development.
DeSales University
DeSales University, located at 3001 Emrick Boulevard in Bethlehem, Pennsylvania, is a prestigious university offering a wide range of academic programs and opportunities for students to excel. With a strong focus on providing a well-rounded education, DeSales University is dedicated to helping students grow intellectually, spiritually, and personally. The university boasts a beautiful campus, state-of-the-art facilities, and a supportive community of faculty and staff who are committed to helping students achieve their academic and career goals. Whether you're interested in pursuing a degree in business, healthcare, the arts, or any other field, DeSales University has the resources and support you need to succeed.
Edgar Project LLC.
Edgar Project LLC. is a finance institution located at 1349 Lynn Avenue in Bethlehem, Pennsylvania, United States. With a focus on providing comprehensive financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with budgeting and saving, Edgar Project LLC. is here to help. Contact us today to learn more about how we can assist you with your financial needs.
MIAC
MIAC is a leading finance institution located at 202 West 4th Street in Bethlehem, Pennsylvania. With a strong reputation for excellence in financial services, MIAC offers a wide range of products and solutions to meet the needs of its clients. Whether you are looking for investment advice, wealth management, or assistance with financial planning, MIAC's team of experts is dedicated to helping you achieve your goals. Trust MIAC to provide you with the personalized service and expertise you need to navigate the complex world of finance.
Lincoln Investment Planning
Lincoln Investment Planning, located at 1 East Broad Street in Bethlehem, Pennsylvania, is a finance institution dedicated to helping investors and employers achieve their long-term financial goals. Our advisors offer quality investment, insurance, and retirement products, with the service and support needed for success. We are excited to announce our expanded clearing arrangement with BNY Mellon's Pershing, providing a single custodial platform for our self-clearing business. Additionally, we have selected Pershing X's Wove wealth management platform to offer technology solutions to our financial professionals.
Molinari Oswald LLC
Molinari Oswald LLC is a well-respected accounting and finance institution located at 4508 Old Bethlehem Pike in Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Clients can trust Molinari Oswald LLC to provide expert guidance and support to help them achieve their financial goals.
Gregory K Lauray & Co
Gregory K Lauray & Co is a well-established accounting and finance institution located at 611 Center Street in Bethlehem, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, auditing, and financial consulting. Whether you are an individual looking for personal financial advice or a business in need of accounting services, Gregory K Lauray & Co provides expert guidance to help you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.
Joseph E. Gibbons & Company
Joseph E. Gibbons & Company is a well-established accounting and finance institution located at 262 Bethlehem Pike in Colmar, Pennsylvania. With a strong reputation for providing top-notch financial services, they offer a wide range of accounting solutions tailored to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate complex financial matters with expertise and precision. Whether you need help with tax preparation, bookkeeping, or financial planning, Joseph E. Gibbons & Company is committed to delivering exceptional service and results. Contact them today to see how they can assist you in achieving your financial goals.
South Side Lofts
South Side Lofts is an affordable housing institution located at 435 Hayes Street in Bethlehem, Pennsylvania. The institution offers 1, 2, and 3 bedroom apartments with varying rent prices. Income limits apply, and Section 8 vouchers are accepted. The Senior Vice President and Chief Financial Officer, Sharlene Woodruff, has been with HDC for over 30 years and is dedicated to the mission of creating thriving communities. The Chief Operating Officer, Tammie Fitzpatrick, leads the organization's strategic plan and staff development. The Vice President of Resident Services, Debbie Gable, supports residents with economic mobility and wellness. Residents are encouraged to participate in community activities, advocacy opportunities, and the Resident Academy of Leadership & Inspiration. HDC believes in empowering resident voices and creating equitable communities. The institution also partners with local organizations to provide support and resources to residents. Residents can participate in the Resident Advisory Council, Resident Association, and Community Leadership Institute. HDC's first community with a preference for adults with intellectual and developmental disabilities, 1528 West in Allentown, offers 49 new affordable apartments funded by various sources. The institution is committed to creating inclusive and supportive housing communities for all residents.
Robert J Stillwell Agency Inc
The Robert J. Stillwell Agency Inc is an insurance agency located at 1009 North Bethlehem Pike in Spring House, Pennsylvania, United States. With a commitment to providing personalized and comprehensive insurance solutions, the agency offers a wide range of insurance products to meet the needs of individuals, families, and businesses. Their experienced team of agents is dedicated to helping clients find the right coverage at the best rates, ensuring peace of mind and financial protection. Whether you are looking for auto, home, life, or business insurance, the Robert J. Stillwell Agency Inc is here to help you navigate the complex world of insurance and find the perfect policy for your needs.
Kevin Schweitzer - State Farm Insurance Agent
Kevin Schweitzer - State Farm Insurance Agent is a reputable insurance agency located at 3354 Easton Avenue in Bethlehem, Pennsylvania. Conveniently situated just .2 miles East of Willow Park Rd and 2.5 miles West of Rt 33 William Penn Exit, we offer a range of insurance services to meet your needs. At Kevin Schweitzer - State Farm Insurance Agent, we provide valuable information for those looking to purchase an electric car, including important questions to ask and details about charging units and annual charging costs. We also offer a marriage checklist and tips for pre- and post-marriage financial planning to help couples start off on the right foot.
Hatfield insurance agency
Hatfield Insurance Agency is a reputable health insurance agency located at 1615 Bethlehem Pike in Hatfield, Pennsylvania, United States. We specialize in providing comprehensive health insurance coverage to individuals and families, ensuring that our clients have access to quality healthcare services when they need it most. Our experienced team of insurance professionals is dedicated to helping our clients find the right insurance plan that meets their specific needs and budget. Contact us today to learn more about our services and how we can help you protect your health and financial well-being.
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