Investment services for retirement in Whitehall, Pennsylvania

Embassy Bank for the Lehigh Valley in Allentown, Pennsylvania is a trusted financial institution offering a wide range of banking services. Conveniently located at 4148 Tilghman Street, Embassy Bank provides ATM services, personal and business banking solutions, and expert financial advice to help you achieve your goals. With a commitment to exceptional customer service and community involvement, Embassy Bank is the perfect choice for all your banking needs in the Lehigh Valley area.

Univest Investments, Inc. is a leading finance institution located at 4600 Broadway in Allentown, Pennsylvania. With a strong track record of providing expert financial advice and services, Univest Investments, Inc. is dedicated to helping clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, our team of experienced professionals is here to assist you every step of the way. Trust Univest Investments, Inc. to be your partner in financial success.

James Keim - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 5000 Tilghman Street, Allentown, Pennsylvania, United States. They offer a wide range of services, including asset management, estate planning, retirement planning, and investment opportunities for retirees and small business owners. The team at James Keim is highly qualified, with certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. They are dedicated to providing expert financial advice and assistance to help clients achieve their financial goals. Whether you need help with portfolio management, estate planning, or retirement planning, James Keim - Financial Advisor, Ameriprise Financial Services, LLC has the expertise to guide you through the process.

Sylvan Capital Advisors - Ameriprise Financial Services, LLC is a finance institution located at 5000 Tilghman Street, Allentown, Pennsylvania, United States. Ameriprise financial advisors are registered to do business in certain U.S. states. The institution offers consultations to discuss important financial matters, with a focus on financial planning concepts. While they cannot guarantee future financial results, they strive to help individuals achieve their financial goals. Users of the site are bound by Ameriprise Financial Website Rules and Regulations. The institution values referrals and will reach out to friends or family members to assist with their financial needs. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring privacy and security for clients.

Jacqueline Nonnemacher is a financial advisor at Ameriprise Financial Services, LLC located at 5000 Tilghman Street, Allentown, Pennsylvania, United States. Jacqueline 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®. These certifications demonstrate Jacqueline's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Jacqueline is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact Jacqueline Nonnemacher for expert financial advice tailored to your specific needs.

Lehigh Valley Agency, a branch of Baltimore Life, is a trusted health insurance agency located at 5000 Tilghman Street in Allentown, Pennsylvania. With a commitment to providing top-notch insurance services, our agency offers a wide range of health insurance options to meet the diverse needs of our clients. Our knowledgeable agents are dedicated to helping individuals and families navigate the complexities of the healthcare system and find the coverage that best suits their needs. Whether you are looking for individual or group health insurance, Lehigh Valley Agency is here to provide you with personalized and professional service. Contact us today to learn more about how we can help you protect your health and financial well-being.

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.

Richard J. Hudak Financial, LP: Richard Hudak is a finance institution located at 3640-R Broadway in Allentown, Pennsylvania, United States. With a focus on providing top-tier financial services, Richard Hudak and his team offer expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Richard J. Hudak Financial, LP is dedicated to providing exceptional service and guidance every step of the way.

Affiliated Financial Planners is a reputable finance and insurance agency located at 2340 Pennsylvania 309 in Pennsylvania, United States. With a team of experienced financial planners, they offer a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking to invest for the future, protect your assets with insurance, or plan for retirement, Affiliated Financial Planners can provide personalized solutions to meet your needs. Trust in their expertise and dedication to help you secure a stable financial future.

Northeast Financial Group is a leading finance institution located at 3435 Winchester Road in Allentown, Pennsylvania, United States. With a strong commitment to providing top-notch financial services, Northeast Financial Group offers a range of solutions to meet the diverse needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Northeast Financial Group is here to help. Trustworthy, reliable, and dedicated to your financial success, Northeast Financial Group is your go-to destination for all your financial needs.

KMJ Financial Group, LLC is a leading finance institution located at 881 3rd Street in Whitehall, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients, including investment management, retirement planning, and wealth management. With a focus on personalized solutions and exceptional customer service, we strive to help our clients achieve their financial goals. Visit us today to learn more about how KMJ Financial Group, LLC can help you secure your financial future.

CityLine Financial Solutions is a reputable accounting and finance institution located at 2180 Macarthur Road in Fullerton, Pennsylvania, United States. With a team of experienced professionals, CityLine Financial Solutions offers a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, financial planning, or investment management, CityLine Financial Solutions has the expertise to meet your needs. Trustworthy and reliable, this institution is dedicated to helping clients achieve their financial goals and secure their financial future.

Edward Jones - Financial Advisor: Steve Parrish, AAMS™ is a trusted institution located at 3716 Lehigh Street in Whitehall, Pennsylvania, United States. Specializing in finance, Steve Parrish, AAMS™ provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized and comprehensive financial planning, clients can trust Edward Jones to provide tailored solutions to meet their individual needs. Whether you are planning for retirement, saving for college, or investing for the future, Steve Parrish, AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Block & Aldinger is a reputable finance institution located at 1651 North Cedar Crest Boulevard in Allentown, Pennsylvania. With a strong presence in the financial industry, Block & Aldinger offers a wide range of financial services to individuals and businesses alike. Their team of experienced professionals is dedicated to providing top-notch financial advice and solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, Block & Aldinger is committed to helping you navigate the complex world of finance with confidence and peace of mind.

PD Balascki & Associates is a finance institution located at 4410 Spruce Street in Pennsylvania, United States. Specializing in providing expert financial advice and services, our team of professionals are dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, we strive to build long-lasting relationships with our clients. Trust PD Balascki & Associates to provide top-notch financial guidance and support for all your financial needs.

Khristopher Gefroh, Bankers Life Agent is an insurance agency located at 5000 Tilghman Street in Allentown, Pennsylvania, United States. As a Bankers Life Agent, Khristopher Gefroh specializes in providing insurance products and services to help individuals and families protect their financial futures. With a focus on personalized service and tailored insurance solutions, Khristopher Gefroh is committed to helping clients navigate the complexities of insurance and achieve peace of mind. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other insurance products, Khristopher Gefroh is dedicated to helping you find the right solutions to meet your needs.

Sarah Rodriguez, Bankers Life Agent and Bankers Life Securities Financial Representative, located at 5000 Tilghman Street in Allentown, Pennsylvania, offers a wide range of insurance options through Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Sarah Rodriguez is a skilled financial advisor who can help you navigate the complexities of Medicare Advantage plans, providing personalized guidance to find the coverage that best suits your needs. With the rising costs of healthcare and the increasing need for long-term care, it's crucial to be prepared for the future. Start planning your next steps with Sarah Rodriguez today.

The Neffs National Bank is a trusted financial institution located at 5629 Pennsylvania 873 in Neffs, Pennsylvania, United States. As a full-service bank, we offer a wide range of financial services to meet our customers' needs. Please be aware that we have recently noticed a rise in fraudulent text messages and phone calls requesting account verification and account numbers. It is important to note that The Neffs National Bank will never ask customers for this information via text or phone call. Your security is our top priority, and we are committed to protecting your personal and financial information. Thank you for banking with The Neffs National Bank.

Bleakley Financial Lehigh Valley is a finance institution located at 514 Fullerton Avenue in Fullerton, Pennsylvania. Our team of experienced financial advisors are dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, our professionals are here to provide the support and resources you need. Visit us at our convenient location in the Lehigh Valley to learn more about how we can help you secure your financial future.

KeyBank is a trusted financial institution located at 2971 Macarthur Road in Whitehall, Pennsylvania. As a full-service bank, KeyBank offers a wide range of banking and financial services to meet the needs of individuals and businesses alike. Whether you're looking to open a checking or savings account, apply for a loan, or simply access cash through their convenient ATM services, KeyBank is dedicated to providing top-notch customer service and financial solutions. Visit KeyBank today to experience the difference of banking with a reliable and reputable institution.

The Yurconic Agency is a trusted finance and insurance agency located at 101 North Cedar Crest Boulevard in Allentown, Pennsylvania. With a commitment to providing top-notch services and personalized solutions, we cater to individuals and businesses alike. Our experienced team of professionals is dedicated to helping clients navigate through the complexities of financial planning and insurance coverage. Whether you are looking for investment advice, retirement planning, or insurance options, The Yurconic Agency is here to assist you every step of the way. Contact us today to learn more about how we can help secure your financial future.

ATA Financial Group LLC Hablamos español is a finance institution located at 1044 3rd Street in Whitehall, Pennsylvania, United States. Specializing in providing comprehensive financial services to individuals, businesses, non-profits, unions, and government agencies, ATA Financial Group offers accounting and tax preparation, wealth management, insurance and risk management, and senior and estate planning. With over 30 years of experience, ATA Financial Group is dedicated to helping clients achieve financial success through personalized service and expert advice. In these challenging times, ATA Financial Group utilizes Zoom meeting technology to ensure safe and efficient communication with clients. Whether you need help with retirement planning, insurance coverage, tax services, or business accounting, ATA Financial Group is here to assist you in reaching your financial goals. Visit us during our regular business hours Monday–Friday, or schedule an appointment during tax season for extended hours. Trust ATA Financial Group to provide you with the expertise and respect you deserve for all your financial needs.

Family Financial Centers is a finance institution located at 1228 Macarthur Road in Fullerton, Pennsylvania, United States. We specialize in providing a wide range of financial services to help families manage their finances effectively. Our knowledgeable staff is dedicated to assisting clients with their financial needs, whether it be setting up a savings account, applying for a loan, or planning for retirement. At Family Financial Centers, we prioritize customer satisfaction and strive to create a welcoming and supportive environment for all clients.

Bankers Life, located at 5000 Tilghman Street in Allentown, Pennsylvania, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising costs of healthcare and the need for long-term care, it's important to be prepared and have discussions with your loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional opportunities. Our award-winning training programs are designed to help you succeed and achieve a financially secure retirement for your community. Join us at Bankers Life for unlimited earning potential, a flexible schedule, and team-building opportunities in your local branch office. Come achieve more with us at Bankers Life!

Members 1st Federal Credit Union is a trusted financial institution located at 2693 Macarthur Road in Whitehall, Pennsylvania, United States. As a member-owned credit union, we prioritize the financial well-being of our members by offering a wide range of banking services and products, including savings accounts, loans, mortgages, and more. Our dedicated team of professionals is committed to providing personalized service and expert financial advice to help our members achieve their financial goals. Join us today and experience the benefits of being a member of Members 1st Federal Credit Union.

Truist is a financial institution located at 4200 Tilghman Street in Allentown, Pennsylvania, United States. As a bank, Truist offers a variety of services including loans, deposit accounts, trust and investment management, securities brokerage, insurance products, and mortgage services. Customers can check if they are pre-qualified for a Truist credit card or find the right loan for their needs. Truist also provides resources for consumers with Limited English Proficiency, including translation services. Please note that tax advice is not provided by Truist, and customers should consult with their own tax or legal professionals before taking any action. Truist is committed to providing clear and transparent communication in English for all customers.

Prudential Insurance Co is a reputable insurance agency located at 2814 Walbert Avenue in Allentown, Pennsylvania, United States. With a long history of providing quality insurance products and services, Prudential is dedicated to helping individuals and families protect their assets and plan for the future. Whether you are looking for life insurance, health insurance, or retirement planning, Prudential has a team of experienced agents ready to assist you in finding the right coverage for your needs. Visit Prudential Insurance Co today and secure your peace of mind for tomorrow.

Geoffrey F. Boyer, CCBW is a reputable finance institution located at 1605 North Cedar Crest Boulevard in Allentown, Pennsylvania, United States. With a focus on providing top-notch financial services, the institution is known for its expertise in wealth management, investment strategies, and financial planning. Clients can trust the experienced professionals at Geoffrey F. Boyer, CCBW to help them achieve their financial goals and secure their financial future.

Hudak Financial is a reputable finance institution located at 3640-R Broadway in Allentown, Pennsylvania, United States. With a strong commitment to providing top-notch financial services, Hudak Financial offers a wide range of solutions to meet the unique needs of its clients. Whether you are looking for assistance with investments, retirement planning, or wealth management, the experienced team at Hudak Financial is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.

John M Olson, CFP® Practitioner is a reputable finance and insurance agency located at 1390 Ridgeview Drive in Allentown, Pennsylvania, United States. With a focus on providing expert financial planning and insurance services, John M Olson is a Certified Financial Planner® practitioner who is dedicated to helping individuals and families achieve their financial goals. Whether you are looking for retirement planning, investment advice, or insurance coverage, John M Olson, CFP® Practitioner is committed to providing personalized solutions to meet your needs. Trust in their expertise and experience to secure your financial future.