TOP 30 Insurance strategy consultants in Allentown, Pennsylvania

29 results found

Risk Strategies | Joyce Insurance Group, located at 9 North Main Street in Pittston, Pennsylvania, is a leading health and insurance agency. As part of Risk Strategies, a national brokerage firm, we offer comprehensive insurance and risk management services for Property & Casualty, Employee Benefits, and Private Client risks. From Car Insurance to Life and Health Insurance, our team is dedicated to guiding you through your risk management decisions. With offices in Pittston, Old Forge, Nanticoke, and Allentown, PA, we are here to provide personalized service and specialized protection. Contact us for customized insurance quotes and expert advice.

Risk Strategies | Joyce Insurance Group, located at 824 East Main Street in Nanticoke, Pennsylvania, is a leading health and insurance agency. As part of Risk Strategies, a national brokerage firm, we offer comprehensive insurance and risk management services for Property & Casualty, Employee Benefits, and Private Client risks. From Car Insurance to Life and Health Insurance, our team is dedicated to guiding you through your risk management decisions. With offices in Pittston, Old Forge, Nanticoke, and Allentown, PA, we are conveniently located to serve your insurance needs. Contact us for personalized service and specialized risk protection.

Solano Consultants LLC is a reputable institution located at 1146 Hamilton Street in Allentown, Pennsylvania. Specializing in finance, insurance agency, and local government services, Solano Consultants LLC offers expert advice and assistance to individuals and businesses in need of financial planning, insurance coverage, and government-related matters. With a team of experienced professionals, Solano Consultants LLC is dedicated to providing top-notch services and ensuring the financial well-being of its clients. Visit us today to learn more about how we can help you achieve your financial goals and navigate through complex government processes.

United Tax Solutions is a reputable institution located at 2895 Hamilton Boulevard in Allentown, Pennsylvania, United States. Specializing in accounting, finance, and insurance services, our team of professionals is dedicated to providing top-notch solutions to meet your financial needs. Whether you are looking for tax preparation, financial planning, or insurance coverage, United Tax Solutions is here to help. Our experienced staff is committed to delivering personalized service and expert advice to help you achieve your financial goals. Visit us today to learn more about how we can assist you with your financial needs.

David Rabenold: Primerica - Financial Services is a finance and insurance agency located at 7310 Tilghman Street in Allentown, Pennsylvania, United States. With a focus on helping individuals and families achieve financial security and independence, this institution offers a range of services including investment planning, retirement planning, insurance solutions, and more. Led by experienced professionals, David Rabenold: Primerica - Financial Services is dedicated to providing personalized and comprehensive financial guidance to clients, helping them make informed decisions to secure their financial future.

WealthScope Financial, located at 1550 Pond Road in Allentown, Pennsylvania, is a finance institution dedicated to helping individuals build and maintain their wealth. Specializing in serving medical professionals in the Lehigh Valley area, including Physicians, Physician Assistants, and Nurse Practitioners, our team of financial professionals utilize our proprietary WealthScope GPS™ process to provide personalized financial planning services. Whether you are looking to grow, protect, or save your hard-earned dollars, WealthScope Financial can help tailor a plan to meet your specific needs. From life insurance and income protection to retirement and investment strategies, our team is committed to helping you secure a stable financial future. We also offer business financial planning services to assist in the success of your business endeavors.

Finbus Group is a leading financial institution located at 707 North 4th Street in Allentown, Pennsylvania. Our team of dedicated professionals provides a wide range of financial services including investment management, financial planning, and wealth management. With a focus on customer satisfaction and personalized solutions, we are committed to helping our clients achieve their financial goals. Contact us today to learn more about how Finbus Group can help you secure your financial future.

Helping Hands Family - ABA Therapy is a health institution located at 3790 West Drive, Pennsylvania, United States. The Clinical Director, Christina Bean, M.Ed., BCBA, LBS, leads a team that offers additional services such as Feeding Therapy and Occupational Therapy. The institution is known for its dedication to involving families in the treatment plan, with regular meetings scheduled with parents to discuss progress and strategies for adapting treatment into daily life. The staff at Helping Hands Family - ABA Therapy is passionate about helping children with autism, creating a collaborative environment where everyone works together to provide the best care possible. The clinic offers personalized treatment plans tailored to each child's unique needs, with a focus on play-based activities and positive reinforcement.

Mitchell Financial Group, located at 340 Market Street in Kingston, Pennsylvania, offers insurance, financial, and retirement planning services to individuals and small business owners in Northeastern Pennsylvania. With a focus on life insurance, long-term care insurance, and fixed annuities, we tailor our recommendations to your unique financial situation. Whether you're in Kingston or nearby areas like Hazleton, Allentown, Danville, or Honesdale, we're here to help simplify your financial strategies and secure your future. Our goal is to protect your principal from market declines, provide a reasonable rate of return, and offer simple solutions for your long-term financial plans. From life insurance to retirement income options, Mitchell Financial Group is dedicated to ensuring your financial security when you need it most. Start planning for your future today with our well-designed retirement solutions.

Andesa Financial Management, located at 4905 Hamilton Boulevard in Allentown, Pennsylvania, is now a part of Mercer Advisors. Together, they offer extensive expertise in helping clients manage their wealth. As a full-service wealth management firm, Andesa Financial Management provides customized financial planning, investment strategies, tax planning, retirement planning, estate planning, and corporate trustee services. With this powerful combination, clients can expect an enhanced overall experience with new resources and services. Please note that Andesa Financial Management is a tradename and all services are provided by investment professionals as investment adviser representatives of Mercer Global Advisors Inc., an SEC-registered investment adviser located in Denver, Colorado. Services offered include financial planning, investment management, tax planning, estate planning, insurance solutions, trustee services, business retirement plans, foundation and endowment services.

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 [email protected] 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.

Cornerstone Portfolios, located at 6201 Hamilton Boulevard in Allentown, Pennsylvania, is a comprehensive financial institution specializing in accounting, finance, health, and insurance services. Our team is dedicated to helping individuals navigate the challenges of today's economic environment and capitalize on long-term trends. At Cornerstone Portfolios, we prioritize your financial success and tailor our services to meet your unique needs and goals. Through open and honest communication, we strive to build long-term relationships with our clients, ensuring that we understand your dreams, goals, and risk tolerance.

Pinnacle Advisor Group is a leading finance institution located at 2851 South Pike Avenue in Allentown, Pennsylvania, United States. We specialize in providing expert financial advice and services to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to helping individuals and businesses make informed decisions about their finances. Whether you are looking to invest, plan for retirement, or manage your wealth, Pinnacle Advisor Group is here to help you every step of the way. Contact us today to schedule a consultation and see how we can help you reach your financial pinnacle.

Legacy Planning Partners is a finance institution located at 3440 Hamilton Boulevard, Allentown, Pennsylvania, United States. Our team is dedicated to helping you manage your global affairs so you can focus on the relationships that matter most. We are a firm of professionals committed to collaborating with you towards financial success. Recognized as one of the 2024 Forbes Best-In-State Wealth Management Teams and 2023 Forbes Best-In-State Wealth Advisors, our advisors are highly regarded in the industry. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Please note that information presented on this site is for informational purposes only and does not constitute an offer or solicitation for the sale or purchase of any product or security. Contact us today to learn more about how we can help you achieve your financial goals.

Matt Patterson - Thrivent is a finance institution located at 1611 North 18th Street in Allentown, Pennsylvania, United States. The institution is licensed in multiple states including DC, DE, FL, NJ, NY, PA, UT, and VT. Licensing information can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients are encouraged to consult their own attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to further their planning engagement with Thrivent through its Dedicated Planning Services, which provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent.

Lourdes M Visperas is a Financial Advisor at Ameriprise Financial Services, LLC located at 5100 Tilghman Street, Allentown, Pennsylvania, United States. Lourdes M Visperas holds various certifications including 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®, CERTIFIED FINANCIAL PLANNER™, 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®. Lourdes M Visperas specializes in providing comprehensive financial planning services to individuals and small business owners, with expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products. Lourdes M Visperas is dedicated to upholding the highest ethical standards and continuously expanding knowledge in the field of finance to best serve clients' needs.

Joseph Petry, a Financial Advisor at Ameriprise Financial Services, LLC, located at 1045 South Cedar Crest Boulevard in Allentown, Pennsylvania, offers a wide range of expertise in financial planning and asset management. With certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Joseph Petry is dedicated to providing personalized and comprehensive financial services to individuals, retirees, small business owners, and high net worth clients. Whether you need help with estate planning, investment strategies, retirement planning, or insurance products, Joseph Petry has the knowledge and experience to guide you through complex financial decisions. Contact Joseph Petry at Ameriprise Financial Services, LLC for expert financial advice tailored to your unique needs.

American Express Financial is a leading financial institution located at 1251 South Cedar Crest Boulevard in Allentown, Pennsylvania. Specializing in finance, American Express Financial offers a wide range of services including investment management, retirement planning, insurance, and wealth management. With a team of experienced professionals, American Express Financial is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, American Express Financial is here to provide expert guidance and personalized solutions. Visit us today to learn more about how we can help you secure your financial future.

Michael Anthony - Prudential Financial is a well-established finance and insurance agency located at 1440 Keystone Road in Allentown, Pennsylvania. With a strong reputation for providing top-notch financial services and insurance solutions, the institution is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. The team at Michael Anthony - Prudential Financial is comprised of experienced professionals who are committed to delivering personalized and comprehensive financial planning strategies tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Michael Anthony - Prudential Financial is here to guide you every step of the way.

Waseem Khan - TD Wealth Financial Advisor is located at 1828 Tilghman Street in Allentown, Pennsylvania, United States. As a part of TD Wealth®, a business of TD Bank N.A., they offer a wide range of financial services including banking, lending, investment, trust services, and more. With over 175 Advisors across the country, they are ready to assist clients with their financial needs. Securities and investment advisory services are available through TD Private Client Wealth LLC, a registered investment adviser and broker-dealer. Additionally, TD Investment Services (US) and TD Automated Investing are digital platform offerings for clients. Epoch Investment Partners, Inc. provides investment management services to TD Wealth. TD Wealth Management Services Inc. offers insurance products to clients. Please read the Legal Disclaimers for more information.

Stephen T Meli is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 5100 Tilghman Street, Allentown, Pennsylvania, United States. Stephen T Meli holds various certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, CLU®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. These certifications indicate Stephen T Meli's expertise in asset management, investment strategies, retirement planning, estate planning, fiduciary practices, portfolio management, philanthropy, annuities, senior issues, divorce financial analysis, exit planning, financial analysis, long-term care planning, life insurance, and military financial advising. Stephen T Meli is dedicated to providing comprehensive and personalized financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Tim McCarty is a Financial Advisor at Ameriprise Financial Services, LLC located at 1045 South Cedar Crest Boulevard in Allentown, Pennsylvania, United States. Tim McCarty 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®, CERTIFIED FINANCIAL PLANNER™, 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®. Tim McCarty specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products, Tim McCarty is committed to helping clients achieve their financial goals.

Wadid Yunez - Prudential Financial is a trusted finance and insurance agency located at 30 South 9th Street in Allentown, Pennsylvania, United States. With a strong commitment to providing personalized financial solutions, Wadid Yunez - Prudential Financial offers a wide range of services including insurance, investments, retirement planning, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Visit Wadid Yunez - Prudential Financial today for expert advice and top-notch service.

Joseph Condomitti - Prudential Financial is a reputable finance and insurance agency located at 30 South 9th Street in Allentown, Pennsylvania. With a strong focus on providing personalized financial solutions to clients, the institution offers a wide range of services including investment planning, retirement planning, insurance coverage, and wealth management. The team at Joseph Condomitti - Prudential Financial is dedicated to helping individuals and families achieve their financial goals and secure their future. Visit them today to learn more about their services and how they can assist you in building a strong financial foundation.

The Lou Spencer Agency is a leading insurance agency located at 4003 Lime Kiln Road in Allentown, Pennsylvania. With a commitment to providing personalized service and comprehensive coverage options, our experienced team of agents is dedicated to helping clients find the right insurance solutions for their needs. Whether you're looking for home, auto, life, or business insurance, we are here to assist you every step of the way. Contact us today to learn more about how we can help protect what matters most to you.

Advantis Benefits Group LLC is a health insurance agency located at 1605 North Cedar Crest Boulevard in Allentown, Pennsylvania. We specialize in providing comprehensive insurance solutions to individuals and businesses, ensuring that our clients have access to the best healthcare options available. Our team of experienced professionals is dedicated to helping you navigate the complex world of health insurance, offering personalized guidance and support every step of the way. Trust Advantis Benefits Group LLC to protect your health and financial well-being with our top-notch insurance services.

Consolidated Benefits is a reputable insurance agency located at 1221 Hamilton Street in Allentown, Pennsylvania. We specialize in providing a wide range of insurance options to meet the needs of individuals and businesses alike. Our dedicated team of professionals is committed to helping our clients find the best coverage at the most affordable rates. Whether you are looking for health, life, auto, or home insurance, we are here to help you navigate the complex world of insurance and find the perfect policy for your specific needs. Trust Consolidated Benefits to protect what matters most to you.

Patrick M Mullaney: Primerica - Financial Services is a reputable insurance agency located at 7310 Tilghman Street in Allentown, Pennsylvania, United States. With a focus on providing top-notch financial services, the institution is dedicated to helping individuals and families secure their financial future. Whether you are looking for insurance coverage or investment opportunities, the experienced team at Patrick M Mullaney: Primerica - Financial Services is ready to assist you every step of the way. Trustworthy, reliable, and committed to excellence, this institution is the go-to destination for all your financial needs.

Transamerica Agency Network is an insurance agency located at 7540 Windsor Drive in Allentown, Pennsylvania, United States. Our agency is dedicated to providing top-notch insurance products and services to our clients, helping them protect what matters most. With a team of knowledgeable and experienced agents, we strive to tailor insurance solutions to meet the unique needs of each individual or business. Whether you are looking for life insurance, health insurance, or property and casualty coverage, Transamerica Agency Network is here to help you navigate the complex world of insurance and find the right coverage for you. Contact us today to learn more about how we can assist you in safeguarding your future.