The 30 Best Investment and insurance services in Easton, Pennsylvania

Rebecca Wise - Thrivent is a financial institution located at 400 South Greenwood Avenue in Easton, Pennsylvania, United States. Rebecca Wise dedicates her time and financial expertise to help clients plan for their dreams. Thrivent Financial has a strong capital position in the industry, but what sets them apart is their mission to view money as a tool, not a goal. As a Financial Professional, Rebecca works with clients to provide comprehensive financial guidance that aligns with their goals and values, whether it's retirement planning or protecting loved ones. Appointments can be made in Boyertown, Easton, and Lansdale, as well as virtually through Zoom. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, and clients can further engage in planning services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Licensed agents and financial advisors provide insurance products, securities, and investment advisory services. For more information, visit Thrivent.com or FINRA's Broker Check.

Christopher Burton - Thrivent is a finance institution located at 400 South Greenwood Avenue in Easton, Pennsylvania, United States. We specialize in providing financial planning and investment services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial solutions to individuals and families. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Christopher Burton - Thrivent is here to help you every step of the way. Visit us today to learn more about how we can assist you in reaching your financial aspirations.

Wells Fargo Advisors is a reputable financial institution located at 2005 South Easton Road in Doylestown, Pennsylvania, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions tailored to meet the unique needs of their clients. With a team of experienced financial advisors, they strive to help individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest in the stock market, or manage your assets, Wells Fargo Advisors is dedicated to providing personalized and expert guidance every step of the way.

Invictus Wealth Management is a finance institution located at 2003 South Easton Road, Doylestown, Pennsylvania, United States. With nearly 100 combined years of experience, our multi-generational team of financial professionals is dedicated to effectively managing wealth for our clients. We prioritize building long-lasting relationships based on community and friendship, creating personalized plans to help clients achieve their future goals. Our services include investment, tax, retirement, trust, insurance, estate, charitable, and beneficiary planning. Our team consists of experienced professionals such as Beth Zucker, John Ortolf, Kathleen Lansing, Richard L. Kidron, Amar Mehta, and Stephen R. Kidron. We offer investment products and services through Wells Fargo Advisors Financial Network, LLC, and insurance products through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that our services may not be available in all states, and we advise residents outside of the U.S. to consult with us before making any investment decisions. Connect with us on social media for more information, and remember to review our terms and conditions before visiting our website.

Jason M. Duross, CFP - Financial Planner - Prudential Advisors is a trusted finance and insurance agency located at 1980 South Easton Road in Doylestown, Pennsylvania, United States. With a team of experienced professionals led by Certified Financial Planner, Jason M. Duross, this institution is dedicated to providing personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or protect your assets, Jason M. Duross, CFP - Financial Planner - Prudential Advisors is committed to helping you secure a stable financial future.

Robert Ruff - Prudential Financial is a reputable finance and insurance agency located at 1432 Easton Road in Warrington, Pennsylvania, United States. With a focus on providing top-notch financial services and insurance products, our team of professionals is dedicated to helping clients secure their financial future. Whether you are looking for retirement planning, investment advice, or insurance coverage, we are here to assist you every step of the way. Trust Robert Ruff - Prudential Financial for all your financial and insurance needs.

Mitchell Harris - Raymond James is a reputable finance institution located at 633 North Easton Road in Glenside, Pennsylvania, United States. With a strong reputation for providing comprehensive financial services, Mitchell Harris - Raymond James offers personalized investment strategies and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing top-notch customer service and expert financial advice to individuals, families, and businesses. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Mitchell Harris - Raymond James is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

New York Life is an insurance agency located at 1701 Washington Boulevard, Easton, Pennsylvania, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage is highly customizable to fit your needs and budget, with the option to invest your policy's cash value in the market. They also provide coverage for everyday tasks, lost income due to sickness or injury, and investments designed to help pay for education expenses. New York Life offers expert guidance to create investment strategies, estate plans, and insurance solutions tailored to your unique needs. With a diverse and welcoming workplace, they have been recognized as an industry leader for over 175 years. Their commitment to community engagement and charitable giving reflects their values of diversity, responsibility, and service. Whether you're just starting to plan for your financial future or managing a complex situation, New York Life can help you create customized solutions to meet your needs and budget. With a workforce that reflects the communities they serve, they are dedicated to helping individuals, families, and communities thrive.

New York Life: Kaniper James A is an insurance agency located at 2124 Northampton Street, Easton, Pennsylvania, United States. They offer permanent policies with guaranteed death benefits and cash value growth, long-term coverage that is customizable to individual needs and budgets, and the ability to invest policy cash value in the market. They provide support for everyday tasks, income replacement due to illness or injury, professionally managed investments, and guidance on creating an investment strategy and estate plan. The institution also offers insurance for employees, executives, and business owners, as well as charitable giving and community engagement initiatives. With over 12,000 agents nationwide, New York Life is committed to helping individuals and families thrive financially and emotionally. Their mission is to make the world a better place through responsible investing, community engagement, and diversity in the workforce. Through their New York Life Foundation, they support educational enhancement, childhood bereavement, grassroots community efforts, and workplace initiatives. With a strong financial rating and a focus on giving back, New York Life is a trusted partner in planning for the future.

LIFEGENIE is a reputable insurance agency located at 21 Clover Hollow Road in Easton, Pennsylvania, United States. Our dedicated team of professionals is committed to providing personalized insurance solutions to protect your most valuable assets and ensure peace of mind for you and your loved ones. With a focus on customer service and a wide range of insurance products, LIFEGENIE is your trusted partner in safeguarding your future. Contact us today to learn more about our services and how we can help you secure the coverage you need.

Welcome to Truist - ATM, conveniently located at 2000 Sullivan Trail, Easton, Pennsylvania 18040, United States. As a trusted financial partner, Truist offers a wide range of services to meet your banking and financial needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or seeking the right loan tailored to your goals, our team is here to assist you. At Truist, we provide a comprehensive suite of financial services through our various affiliates. Our banking products and services, including loans and deposit accounts, are offered by Truist Bank, a proud Member of the FDIC. For those interested in trust and investment management services, we work through Truist Bank and Truist Delaware Trust Company. Our securities, brokerage accounts, and insurance offerings, including annuities, are managed by Truist Investment Services, Inc., a registered broker-dealer with the SEC, and a member of FINRA and SIPC.

Welcome to Truist, your trusted financial partner located at 2000 Sullivan Trail, Easton, Pennsylvania. We are dedicated to serving the Easton community with a comprehensive range of banking and financial services tailored to meet your needs. At Truist, we make it easy for you to explore your financial options. See if you're pre-qualified for a Truist credit card and find the right loan by letting us know your goals. Our banking products and services, including loans and deposit accounts, are provided by Truist Bank, a proud Member FDIC. We also offer trust and investment management services through Truist Bank and Truist Delaware Trust Company.

Welcome to Fulton Bank, your trusted partner in financial services located at 1945 Sullivan Trail, Easton, Pennsylvania. Whether you're looking for a convenient ATM, comprehensive banking solutions, or expert financial advice, Fulton Bank is here to meet all your needs. Our Simply Checking account offers fewer fees and more benefits, making it easier for you to manage your finances. Ready to find your dream home? Our trusted mortgage advisors are here to guide you every step of the way. For business owners, we provide tailored solutions to help you grow and manage your business effectively. Connect with your local branch manager to discuss your lending needs and explore state-of-the-art payment acceptance solutions that enhance cash flow and customer satisfaction. Our Small Business Development officers are dedicated to helping you achieve your business goals with smart solutions and personalized service.

Welcome to Chase Bank, conveniently located at 1510 Sullivan Trail, Easton, Pennsylvania 18040, United States. As a leading provider in the finance industry, we offer a wide range of services including ATM access, personal and business banking, and financial management solutions. At Chase, we understand the unique needs of our business clients. Our Business Banking services provide expert guidance to help you manage cash flow, access credit solutions, and handle payroll efficiently. We also offer innovative online and mobile banking services, business credit cards, and payment acceptance solutions tailored to your business needs.

Welcome to Chase ATM located at 1510 Sullivan Trail, Easton, Pennsylvania 18040, United States. As a trusted name in finance, Chase provides convenient and reliable ATM services to meet your everyday banking needs. Whether you're withdrawing cash, checking your account balance, or transferring funds, our ATM is designed to offer you secure and efficient access to your finances. In addition to our ATM services, Chase is committed to supporting businesses with a comprehensive range of financial solutions. Our Business Banking services provide expert guidance to help improve cash flow, manage payroll, and offer tailored credit solutions. We also provide online and mobile banking services, business credit cards, and payment acceptance solutions crafted to meet the needs of your business.

Welcome to Fulton Bank, conveniently located at 360 Northampton Street, Easton, Pennsylvania. As a trusted partner in your financial journey, we offer a comprehensive range of banking, ATM, and financial services designed to meet your personal and business needs. Our Simply Checking account stands out with fewer fees and more benefits, making it the perfect choice for everyday banking. For those embarking on the path to homeownership, our experienced mortgage advisors are ready to guide you every step of the way. Business owners can connect with our local branch manager to explore tailored solutions that move your business forward, whether it's discussing lending needs or enhancing cash flow with state-of-the-art payment acceptance options.

Welcome to Precision Tree Experts Located at 930 Morgan Hill Road, Easton, Pennsylvania 18042, Precision Tree Experts is your trusted general contractor for all tree care needs. Our mission is to maintain the health, safety, and beauty of your trees with precision and expertise. Our team of dedicated professionals, including ISA-certified arborists, is committed to delivering exceptional service and ensuring your satisfaction.

Welcome to BHHS Paul Ford Realtors, your trusted partner in real estate and insurance services, conveniently located at 126 Bushkill Street, Easton, Pennsylvania. Our dedicated team of professionals is committed to providing exceptional service and personalized solutions for all your real estate and insurance needs. Whether you're buying or selling a home, seeking reliable insurance coverage, or exploring investment opportunities, we are here to guide you every step of the way. At BHHS Paul Ford Realtors, we pride ourselves on our deep local knowledge, integrity, and a client-first approach that ensures your goals are our top priority. Discover the difference with us today and let us help you navigate the path to success in the Easton community and beyond.