TOP 30 Individuals' retirement planning in Macungie, Pennsylvania
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Valera Agency
● ClosedValera 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.
1640 Brookside Rd, Macungie, PA 18062, United States -
Silver Crest Insurance
● ClosedSilver Crest Insurance is an independent insurance agency located at 2103 Stefko Boulevard in Bethlehem, Pennsylvania. Specializing in health insurance, our agency has strong relationships with reputable insurance companies, giving you the flexibility to choose the best plan for your needs. Our team of Medicare insurance agents is dedicated to helping you navigate the enrollment process and find the right coverage for your healthcare needs. With three convenient offices in Bethlehem, Macungie, and Mountain Top, Pennsylvania, we are committed to providing excellent service to our clients. We pride ourselves on our positive client reviews and testimonials, showcasing our commitment to customer satisfaction.
2103 Stefko Blvd, Bethlehem, PA 18017, United States -
Christman Financial Advisors LLC
● OpenChristman 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.
6336 Sauterne Dr, Macungie, PA 18062, United States -
Equitable Advisors: Michael Tunke (AXA Advisors)
● OpenEquitable 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.
6576 Sauterne Dr, Macungie, PA 18062, United States -
Stephanie Miller - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedStephanie 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.
5740 Lower Macungie Rd Suite B, Macungie, PA 18062, United States
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