TOP 30 Investment advice and planning in Macungie, Pennsylvania

7 results found

Tom Bartholomew - State Farm Insurance Agent is an insurance agency located at 129 East Main Street, Macungie, Pennsylvania, United States. They provide valuable tips on lightning protection, drunk driving prevention, and financial habits. They offer various insurance products including life insurance, annuities, and pet insurance. Additionally, they provide information on investment options and mortgage services through partnerships with U.S. Bank and Rocket Mortgage. Customers can contact them for assistance with insurance policies, investment objectives, and financial planning. Please note that sensitive personal information should not be shared on their website for security reasons. State Farm VP Management Corp. is a separate entity from the banking and insurance providers associated with State Farm. For tax or legal advice, customers are advised to consult a professional advisor.

Valera 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.

Members 1st Federal Credit Union is a trusted financial institution located at 201 West Main Street in Macungie, Pennsylvania. As a member-owned credit union, we prioritize the financial well-being of our members and strive to provide exceptional service and competitive rates. Whether you're looking for a savings account, loan, or other financial services, Members 1st Federal Credit Union is here to help you achieve your financial goals. Join us today and experience the benefits of being a member-owner of a local, community-focused credit union.

Christman 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.

Equitable 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.

Hillegrass Bruce is a reputable accounting and finance institution located at 978 Hillcrest Drive South in Macungie, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment management, Hillegrass Bruce is dedicated to providing top-notch expertise and personalized solutions to help you achieve your financial goals. Visit them today to see how they can assist you with your accounting and finance needs.

Stephanie 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.