TOP 10 Investment advice for small businesses in Macungie, Pennsylvania
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Tom Bartholomew - State Farm Insurance Agent
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
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.
Stephanie Miller - Financial Advisor, Ameriprise Financial Services, LLC
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.
Fratrik Gregory P
Fratrik Gregory P is a reputable accounting and finance institution located at 5285 Dartmouth Drive in Macungie, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or investment management, Fratrik Gregory P is dedicated to providing top-notch service and expertise. Their commitment to excellence and client satisfaction sets them apart as a trusted resource for all your accounting and finance needs.
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