Personalized financial strategies in Allentown, Pennsylvania
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Wise Financial Group
Wise Financial Group is a leading finance institution located at 1612 West Allen Street in Allentown, Pennsylvania, United States. With a team of experienced financial advisors, we provide a wide range of services to help individuals and businesses achieve their financial goals. From investment planning to retirement savings, our experts are dedicated to providing personalized solutions tailored to each client's unique needs. Trust Wise Financial Group to guide you towards a secure financial future.
Dylan Okonski - Financial Advisor, Ameriprise Financial Services, LLC
Dylan Okonski - Financial Advisor at Ameriprise Financial Services, LLC, located at 1045 South Cedar Crest Boulevard in Allentown, Pennsylvania, offers personalized financial planning services to help clients reach their goals. With a focus on retirement, education, major purchases, and more, Dylan provides investment recommendations tailored to individual risk tolerance. Regular progress reviews and updates ensure that strategies remain aligned with clients' evolving needs. Clients can easily access their accounts and track progress towards goals online, with secure communication options available. Those interested can schedule a complimentary initial consultation to learn more about Dylan's services. Dylan Okonski is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC, a member of FINRA and SIPC, does not guarantee future financial results. Privacy and security measures are in place to protect client information. Feel free to refer friends and family to Dylan for assistance with their financial goals.
Merrill Lynch Financial Advisor Ted Douglass
Merrill Lynch Financial Advisor Ted Douglass, located at 600 Hamilton Street in Allentown, Pennsylvania, is dedicated to serving the financial needs of affluent families and individuals with substantial wealth. The Douglass Group offers strategic wealth management services for business owners, entrepreneurs, Fortune 500 executives, wealthy retirees, private investors, and institutions. With over 100 years of collective experience, the team at The Douglass Group provides personalized guidance on managing wealth through various market cycles and economic landscapes. Clients who work with The Douglass Group benefit from a goals-based approach to wealth management, addressing challenges and opportunities in preserving, growing, and managing their assets. The team helps clients create a customized financial plan tailored to their objectives, risk tolerance, and financial habits. By leveraging the resources of Merrill Lynch and Bank of America, clients can access a wide range of investment insights and banking services to navigate personal and market changes effectively.
Merrill Lynch Financial Advisor Ronald S Ruschman
Merrill Lynch Financial Advisor Ronald S Ruschman is a leading finance institution located at 600 Hamilton Street, Allentown, Pennsylvania, United States. As part of the prestigious Merrill Lynch Wealth Management, Ronald S Ruschman and his team are committed to providing exemplary client service and building strong relationships based on trust and personalized service. Recognized by Forbes for their outstanding wealth management teams and advisors, the institution offers a comprehensive approach to financial planning that is tailored to each client's unique goals and priorities. With access to the global resources of Merrill and the expertise of Bank of America, clients can benefit from personalized investment strategies, trust and fiduciary services, and credit and lending solutions.
Merrill Lynch Financial Advisor Raymond P Attisano
Merrill Lynch Financial Advisor Raymond P Attisano is a finance institution located at 600 Hamilton Street, Allentown, Pennsylvania, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. They focus on the things that matter most to clients, such as family, goals, and priorities, adapting as they change over time. The institution offers a comprehensive process to manage finances for families and businesses in the community, helping clients achieve their life priorities. Specializing in serving people transitioning to retirement, changing careers, small business owners preparing to sell their company, and next generation business owners, they provide advice in areas such as retirement planning, investments, long-term care planning, and more.
Merrill Lynch Financial Advisor Courtney Clements
Merrill Lynch Financial Advisor Courtney Clements, located at 600 Hamilton Street, Allentown, Pennsylvania, United States, is a prestigious finance institution with a team of talented and experienced individuals dedicated to providing exemplary client service. Recognized by Forbes for their outstanding wealth management teams and advisors, Merrill Lynch takes pride in offering personalized financial planning services tailored to your individual needs and goals. With access to the global resources of Merrill, as well as trust and fiduciary services from Bank of America Private Bank, you can trust that your financial future is in good hands. Whether you're planning for retirement, saving for your children's education, or investing for the future, Merrill Lynch Wealth Management Advisors can help you navigate the complexities of the financial world and create a customized investment approach to help you achieve your goals. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch is committed to helping you live your best financial life.
Merrill Lynch Financial Advisor Kim Kametz
Merrill Lynch Financial Advisor Kim Kametz is a leading finance institution located at 600 Hamilton Street in Allentown, Pennsylvania, United States. With a team of experienced professionals, they offer expert financial advice and guidance to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Kim Kametz is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and commitment to help you secure a stable financial future.
Merrill Lynch Financial Advisor Erman Tasci
Merrill Lynch Financial Advisor Erman Tasci, located at 600 Hamilton Street, Allentown, Pennsylvania, United States, has been dedicated to developing relationships with affluent families and high net worth individuals since 2000. As a Chartered Retirement Planning Counselor, CRPC, Erman focuses on helping clients achieve their long-term retirement goals through personalized, goal-based planning. With a background in Finance and Economics from Pennsylvania State University, Erman is committed to customizing financial plans to meet the unique needs of each client. At Merrill Lynch Wealth Management, Erman and his team provide personalized financial advice and services tailored to your goals and priorities. By understanding your individual situation and priorities, they can help you navigate the complexities of the financial landscape and create a plan that aligns with your life's journey.
Roselyne Chisnell Omari-Financial Consultant
Roselyne Chisnell Omari-Financial Consultant is a reputable institution located at 1227 Walnut Street in Allentown, Pennsylvania, United States. Specializing in accounting and finance, they offer expert financial consulting services to individuals and businesses. With a focus on providing personalized and tailored solutions, their team of professionals is dedicated to helping clients achieve their financial goals. Whether you need assistance with budgeting, tax planning, investment strategies, or any other financial matter, Roselyne Chisnell Omari-Financial Consultant is the trusted partner you can rely on for sound financial advice and guidance.
Nittany Mortgage LLC
Nittany Mortgage LLC is a finance institution located at 1251 South Cedar Crest Boulevard in Allentown, Pennsylvania. We specialize in providing mortgage services to individuals and families looking to purchase or refinance their homes. Our team of experienced professionals is dedicated to helping our clients navigate the complex world of mortgages and find the best possible solution for their needs. Whether you are a first-time homebuyer or a seasoned investor, Nittany Mortgage LLC is here to help you achieve your homeownership goals. Contact us today to learn more about our services and how we can assist you with your mortgage needs.
TAXESTOP
TAXESTOP is a reputable accounting and finance institution located at 1524 Linden Street in Allentown, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing top-notch tax preparation, financial planning, and accounting services to individuals and businesses alike. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and financial management. Visit us today to see how TAXESTOP can help you achieve your financial goals.
FREEDOM TAX SERVICE CENTER
Freedom Tax Service Center is a leading accounting and finance institution located at 1922 Union Boulevard in Allentown, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust Freedom Tax Service Center for all your accounting and finance needs.
GOLD Credit Union
GOLD Credit Union, located at 4703 Hamilton Boulevard in Allentown, Pennsylvania, is a finance institution that offers a variety of products and services to its members. Stay informed about the latest updates as they work towards system conversion. United Federal Credit Union is now open for business in Pennsylvania, providing a range of financial solutions for individuals and businesses. Please be aware that by leaving the United Federal Credit Union website, you may be entering a third-party site. It is recommended to review the privacy disclosure before proceeding with any transactions. GOLD Credit Union is committed to providing helpful and convenient information for its members.
Embassy Bank for the Lehigh Valley - Liberty Street
Embassy Bank for the Lehigh Valley - Liberty Street is a trusted financial institution located at 2002 Liberty Street in Allentown, Pennsylvania. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers in the Lehigh Valley area. Our dedicated team of professionals is committed to providing personalized and attentive service to help individuals and businesses achieve their financial goals. Visit us today to experience the convenience and reliability of Embassy Bank for the Lehigh Valley - Liberty Street.
Cancer Support Community
The Cancer Support Community is a health institution located at 944 Marcon Boulevard in Allentown, Pennsylvania, United States. This organization provides a supportive and caring environment for individuals and families affected by cancer. They offer a variety of programs and services to help those facing cancer navigate their journey, including support groups, counseling, educational workshops, and wellness activities. The Cancer Support Community is dedicated to empowering individuals to improve their quality of life and find hope and healing during their battle with cancer.
Eline's Tax Services
Eline's Tax Services is a reputable accounting and finance institution located at 1040 South Cedar Crest Boulevard in Allentown, Pennsylvania. With a team of experienced professionals, we provide expert tax services to individuals and businesses in the area. Our services include tax preparation, tax planning, bookkeeping, and financial consulting. Trust Eline's Tax Services to handle all your financial needs with precision and care.
H&R Block
H&R Block is a renowned accounting and finance institution located at 1233 Airport Road in Allentown, Pennsylvania, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for assistance with your personal finances or a business in need of expert accounting services, H&R Block is dedicated to providing top-notch solutions tailored to meet your specific needs. Visit us today and let us help you achieve your financial goals.
Vellner Law, PC
Vellner Law, PC is a respected law firm located at 215 West Broad Street in Bethlehem, Pennsylvania, United States. Specializing in workers' compensation cases, attorney Anthony R. Vellner and his team are dedicated to helping hard-working individuals in Allentown and Bethlehem who have been injured on the job. With over 30 years of experience in workers' compensation law, Vellner Law, PC has successfully represented clients in a wide range of workplace injury cases. At Vellner Law, PC, we understand the challenges that come with navigating Pennsylvania's workers' compensation system. Our team is committed to fighting for the rights of injured workers and securing the benefits they deserve. We take the time to get to know our clients and their unique circumstances, developing personalized strategies to ensure the best possible outcome for each case.
Block Advisors
Block Advisors is a trusted institution located at 3900 Hamilton Boulevard in Allentown, Pennsylvania, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing personalized financial solutions to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment strategies, Block Advisors is here to help you navigate the complexities of the financial world with confidence and ease. Visit us today to learn more about how we can assist you in achieving your financial goals.
H&R Block
H&R Block is a trusted accounting and finance institution located at 27 North 7th Street in Allentown, Pennsylvania, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and exceptional service. Visit us today to see how we can help you achieve your financial goals.
United Tax Solutions
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.
Lehigh Valley Educators Credit Union
Lehigh Valley Educators Credit Union is a trusted financial institution located at 3720 Hamilton Boulevard in Allentown, Pennsylvania, United States. As a credit union specifically designed for educators in the Lehigh Valley area, we offer a wide range of financial services and products tailored to meet the unique needs of our members. With a commitment to providing personalized service and competitive rates, we strive to help our members achieve their financial goals. Join us today and experience the benefits of banking with a community-focused credit union.
Lehigh Valley Agency (Baltimore Life)
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.
Community First Fund
Community First Fund is a finance institution based in Allentown, Pennsylvania, United States. We are dedicated to providing financial resources and support to underserved communities in order to promote economic development and empowerment. Our mission is to help individuals and small businesses thrive by offering loans, grants, and financial education programs. Visit us at 902 Hamilton Street to learn more about how we can help you achieve your financial goals and make a positive impact in your community.
Lehigh Capital Access
Lehigh Capital Access is a finance institution located at 609 Hamilton Street in Allentown, Pennsylvania. We provide a range of financial services to help individuals and businesses access the capital they need to achieve their goals. Our experienced team is dedicated to providing personalized solutions and excellent customer service. Contact us today to learn more about how we can help you with your financial needs.
Gurniak & Associates, LLC
Gurniak & Associates, LLC is a reputable accounting and finance institution located at 1005 North Brookside Road in Allentown, Pennsylvania, United States. Our team of experienced professionals provides a wide range of services including tax preparation, financial planning, auditing, and consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and make informed decisions. Contact us today to learn more about how we can assist you with your accounting and finance needs.
Gaumer Professional Services
Gaumer Professional Services is a leading institution located at 1555 Liberator Avenue in Allentown, Pennsylvania. We offer a wide range of professional services to meet the needs of our clients, including accounting, tax preparation, financial planning, and business consulting. Our team of experienced professionals is dedicated to providing high-quality, personalized services to help our clients achieve their financial goals. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Gaumer Professional Services is here to help. Contact us today to learn more about how we can assist you.
Cornerstone Portfolios
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.
G A Legg & Associates
Located at 5100 Tilghman Street in Allentown, Pennsylvania, G.A. Legg & Associates is a reputable finance institution dedicated to helping clients achieve long-term financial success. With a focus on personalized service, we offer customized programs to assist in growing and preserving wealth. As a comprehensive financial services firm, we provide securities and advisory services through Osaic Wealth, Inc. Our team is registered to sell securities in several states including Colorado, Connecticut, Florida, New Jersey, Ohio, Pennsylvania, and Virginia. Please note that when you visit our website, you may find interesting videos to watch. Remember to check the background of our investment professionals before making any decisions.
Lone Wolf Solutions CPA
Lone Wolf Solutions CPA is a leading accounting and finance institution located at 1005 North Brookside Road in Allentown, Pennsylvania, United States. Our team of experienced CPAs provides comprehensive financial services to individuals and businesses, including tax preparation, auditing, bookkeeping, and financial planning. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and succeed in today's complex financial landscape. Trust Lone Wolf Solutions CPA for all your accounting and finance needs.
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