The 30 Best Personalized insurance advisor in Whitehall, Pennsylvania
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Debbie Beach - State Farm Insurance Agent
Debbie Beach - State Farm Insurance Agent is a trusted insurance agency located at 1492 Main Street in Catasauqua, Pennsylvania. With over 30 years of experience, Debbie Beach is your local State Farm Agent since 1992 and a proud graduate of East Stroudsburg University. As a single mom and lifelong resident of the Lehigh Valley, Debbie understands the challenges of being a single parent and juggling finances. Her agency serves Catasauqua, Northampton, Coplay, Whitehall, and the entire Lehigh Valley, offering a wide range of insurance products including car, homeowners, condo, renters, life, commercial, and business insurance. The agency is handicapped accessible and pet-friendly, with a knowledgeable and customer-driven team ready to assist you with all your insurance needs. Whether you need coverage for your home, car, business, or family, Debbie Beach - State Farm Insurance Agent is committed to providing the most appropriate coverage to fit your budget. Contact them today for personalized and professional service.
Monica Bonacci - State Farm Insurance Agent
Monica Bonacci - State Farm Insurance Agent is a reputable insurance agency located at 5301 Grove Road in Pittsburgh, Pennsylvania. With over 30 years of experience in the insurance industry, Monica Bonacci and her team offer personalized and caring service to their customers. They take the time to build relationships with clients, understand their needs, and provide tailored insurance solutions to protect what matters most. Located at the Caste Village Shoppes, Monica Bonacci's agency serves the South Hills area of Pittsburgh, including Baldwin, Whitehall, Brentwood, Castle Shannon, Bethel Park, and more. The team is dedicated to being available 24/7 to assist customers with their auto, home, and life insurance needs.
Sean O'Donnell - State Farm Insurance Agent
Sean O'Donnell - State Farm Insurance Agent is located at 830 3rd Street in Whitehall, Pennsylvania, United States. This insurance agency offers a range of services including tips on safe driving with pets, the dangers of drunk driving, and the costs associated with refinancing a home or mortgage. The agency's mission is to be the leading resource for insurance and financial services in Lehigh County, focusing on quality products and exceptional customer service. Customers are treated like family, with a goal of helping them manage risks, recover from unexpected events, and achieve their dreams. If you have difficulty accessing the website, you can call (610) 264-1000 for assistance. Life insurance and annuities are issued by State Farm Life Insurance Company, while deposit products are offered by U.S. Bank National Association. The agency emphasizes the importance of consulting a tax or legal advisor for personalized advice.
KMJ Financial Group, LLC
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.
ATA Financial Group LLC Hablamos español
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.
CityLine Financial Solutions
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.
WealthWorks Financial
WealthWorks Financial, located at 881 3rd Street in Whitehall, Pennsylvania, is a finance and insurance agency that specializes in financial planning, investment planning, and retirement planning. Our goal is to simplify wealth management by providing clear advice to help you reach your personal financial goals. We follow a structured financial planning process, similar to climbing a ladder, to ensure steady progress towards your objectives. Whether you are a new investor or nearing retirement, we offer professional guidance tailored to your individual needs. Our team prioritizes taking care of you and your family at every stage of life, understanding your unique challenges and crafting personalized plans to meet your financial goals. We aim to help you identify your dreams and achieve them, while also preparing for life's uncertainties and the inevitabilities of death and taxes. WealthWorks Financial is dedicated to building, managing, preserving, and transitioning wealth for our clients. We are registered representatives offering securities and advisory services through Cetera Advisor Networks LLC, a broker/dealer and Registered Investment Adviser. Our team is committed to providing the best financial advice and support for your future.
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