TOP 10 Personalized personal tax services in Allentown, Pennsylvania

Merrill Lynch Wealth Management, located at 600 Hamilton Street in Allentown, Pennsylvania, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. With experienced advisors who provide personalized wealth planning strategies, the institution goes beyond traditional investment advice to assist with retirement income planning, concentrated stock positions, and estate planning services. The branch is dedicated to client satisfaction and community involvement through charitable outreach. Merrill Lynch Wealth Management provides access to industry-skilled advisors, investing insights, wealth planning platforms, and technology resources to help clients achieve their financial goals. Whether you are a seasoned investor or just starting out, Merrill Lynch offers professional training, mentoring, and technology to support advisors in providing customized investment approaches and wealth management advice. With a focus on client relationships and business growth, Merrill Lynch has been training financial advisors since 1946 to assist individuals in pursuing their unique financial goals. It is important to consult legal and tax advisors before making any financial decisions, as investing involves risk. Merrill Lynch does not provide legal, tax, or accounting advice. Additional information is available in their Client Relationship Summary.

Matt Patterson - Thrivent is a finance institution located at 1611 North 18th Street in Allentown, Pennsylvania, United States. The institution is licensed in multiple states including DC, DE, FL, NJ, NY, PA, UT, and VT. Licensing information can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients are encouraged to consult their own attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to further their planning engagement with Thrivent through its Dedicated Planning Services, which provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent.

Advancity Financial Solutions is a leading accounting and finance institution located at 526 North Saint Cloud Street in Allentown, Pennsylvania, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Our mission is to help individuals and businesses achieve their financial goals through personalized solutions and expert advice. Trust Advancity Financial Solutions for all your accounting and finance needs.

Lang, Faylor, Chomo & Company, P.C. is a reputable accounting and financial planning firm located at 3570 Hamilton Boulevard in Allentown, Pennsylvania. Serving the Greater Lehigh Valley and Delaware Valley, our team of experienced certified public accountants offers a wide range of services including tax filing, planning, bookkeeping, auditing, and financial reporting. We specialize in working with individuals and businesses to develop customized financial plans that help them achieve their goals. With a focus on professionalism and reliability, our clients trust us to provide expert advice and guidance. Avoid common tax mistakes with tips from our experienced CPAs, and learn about tax considerations for DINK households. Our team is dedicated to helping you navigate tax season successfully and avoid financial trouble. Testimonials from satisfied clients highlight our commitment to excellence and personalized service.

Kleinhenz & Company LLP is a leading accounting and finance firm located at 2310 Walbert Avenue in Allentown, Pennsylvania, United States. With a team of experienced professionals, we provide a wide range of services to individuals and businesses, including tax preparation, auditing, financial planning, and consulting. Our commitment to excellence and personalized service sets us apart from the competition, making us a trusted partner for all your financial needs. Contact us today to see how we can help you achieve your financial goals.

Brunst & Company PC is a reputable accounting and finance institution located at 1129 North 17th Street in Allentown, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial planning. Their commitment to excellence and personalized approach sets them apart from other firms in the industry. Whether you are an individual or a business owner, Brunst & Company PC is dedicated to helping you achieve your financial goals.

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.

The Chartered Financial Consultant is a prestigious institution located at 8509 Allentown Pike in Blandon, Pennsylvania, United States. As a finance and insurance agency, they offer top-notch services and expertise in financial planning, investment management, and insurance solutions. Their team of professionals are dedicated to helping individuals and businesses achieve their financial goals and secure their futures. With a focus on providing personalized and comprehensive financial advice, the Chartered Financial Consultant is a trusted partner for those seeking expert guidance in navigating the complex world of finance and insurance.

Adams, LaVentura & Associates is a well-established financial consulting firm located at 8484 Allentown Pike in Blandon, Pennsylvania. With a team of experienced professionals, they provide a wide range of services including financial planning, investment management, and retirement planning. Their personalized approach and commitment to client satisfaction have earned them a reputation as a trusted advisor in the community. Whether you are looking to grow your wealth, plan for the future, or navigate complex financial decisions, Adams, LaVentura & Associates is dedicated to helping you achieve your goals.

American Express Financial is a leading financial institution located at 1251 South Cedar Crest Boulevard in Allentown, Pennsylvania. Specializing in finance, American Express Financial offers a wide range of services including investment management, retirement planning, insurance, and wealth management. With a team of experienced professionals, American Express Financial is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, American Express Financial is here to provide expert guidance and personalized solutions. Visit us today to learn more about how we can help you secure your financial future.

Michael Anthony - Prudential Financial is a well-established finance and insurance agency located at 1440 Keystone Road in Allentown, Pennsylvania. With a strong reputation for providing top-notch financial services and insurance solutions, the institution is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. The team at Michael Anthony - Prudential Financial is comprised of experienced professionals who are committed to delivering personalized and comprehensive financial planning strategies tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Michael Anthony - Prudential Financial is here to guide you every step of the way.

Waseem Khan - TD Wealth Financial Advisor is located at 1828 Tilghman Street in Allentown, Pennsylvania, United States. As a part of TD Wealth®, a business of TD Bank N.A., they offer a wide range of financial services including banking, lending, investment, trust services, and more. With over 175 Advisors across the country, they are ready to assist clients with their financial needs. Securities and investment advisory services are available through TD Private Client Wealth LLC, a registered investment adviser and broker-dealer. Additionally, TD Investment Services (US) and TD Automated Investing are digital platform offerings for clients. Epoch Investment Partners, Inc. provides investment management services to TD Wealth. TD Wealth Management Services Inc. offers insurance products to clients. Please read the Legal Disclaimers for more information.

Mary Lisicky - Morgan Stanley is a finance institution located at 515 Hamilton Street in Allentown, Pennsylvania, United States. As a branch of the prestigious Morgan Stanley financial services firm, Mary Lisicky offers a wide range of wealth management services to individuals and businesses in the area. With a team of experienced financial advisors, they provide personalized investment strategies, retirement planning, and asset management solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Mary Lisicky - Morgan Stanley is dedicated to providing expert financial guidance and exceptional customer service.

The 515 Hamilton Group - Morgan Stanley is a finance institution located at 515 Hamilton Street in Allentown, Pennsylvania, United States. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services and expertise to individuals, businesses, and institutions. With a focus on providing personalized financial solutions and investment strategies, The 515 Hamilton Group is committed to helping clients achieve their financial goals and secure their financial future. Whether you are looking for wealth management, investment advice, or retirement planning, the experienced professionals at The 515 Hamilton Group - Morgan Stanley are dedicated to providing exceptional service and support.

Edward Jones is a financial institution located at 3900 Hamilton Boulevard in Allentown, Pennsylvania. As a trusted financial advisor, Edward Jones offers personalized investment services to help individuals and families achieve their financial goals. With a commitment to building long-term relationships and providing expert guidance, Edward Jones is dedicated to helping clients navigate the complexities of investing and planning for the future. Visit our office today to learn more about how Edward Jones can help you secure your financial future.

Bruce M Donaghy - Morgan Stanley is a finance institution located at 515 Hamilton Street in Allentown, Pennsylvania, United States. With a strong reputation in the financial industry, they offer a wide range of services including wealth management, investment advice, retirement planning, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth or plan for retirement, Bruce M Donaghy - Morgan Stanley is committed to providing personalized solutions to meet your unique needs.

William R Koscinski Jr. CPA is a reputable accounting and finance institution located at 613 North 13th Street in Allentown, Pennsylvania, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and consulting. Their team of professionals is dedicated to providing top-notch service to individuals and businesses alike. Whether you are looking for assistance with your personal finances or need help managing your company's accounts, William R Koscinski Jr. CPA is here to help. Contact them today to schedule a consultation and take the first step towards financial success.

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.

Berg Schultz & Green is a leading accounting and finance institution located at 1514 Hanover Avenue in Allentown, Pennsylvania. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the United States. Their expertise in tax preparation, auditing, and financial planning makes them a trusted partner for all your accounting needs. Visit Berg Schultz & Green today for personalized and reliable financial solutions.

H&R Block is a renowned accounting and finance institution located at 1567 Lehigh Street in Allentown, Pennsylvania, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for help with your personal taxes or a business in need of financial guidance, H&R Block is here to provide expert assistance and personalized solutions. Trust H&R Block for all your accounting and finance needs.

Buckno Gene M is an accounting and finance institution located at 645 Hamilton Street in Allentown, Pennsylvania. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment management, Buckno Gene M is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your finances.

Camikk Holdings is a leading investment firm located at 1642 Union Boulevard in Allentown, Pennsylvania. With a strong focus on strategic investments and financial management, Camikk Holdings provides expert guidance and innovative solutions to help clients achieve their financial goals. Our dedicated team of professionals is committed to delivering exceptional service and personalized attention to each client. Contact us today to learn more about how Camikk Holdings can help you secure a brighter financial future.

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.

Willoughby & Associates Inc is a reputable accounting and finance institution located in Allentown, Pennsylvania, United States. With years of experience and expertise in the field, they provide top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, Willoughby & Associates Inc is dedicated to helping you achieve your financial goals. Their team of skilled professionals are committed to providing personalized and reliable services to ensure the success of their clients. Trust Willoughby & Associates Inc for all your accounting and finance needs.

H&R Block is a trusted institution located at 1091 Mill Creek Road in Allentown, Pennsylvania, United States. Specializing in accounting and finance services, H&R Block offers expert tax preparation, financial planning, and advisory services to individuals and businesses. With a team of experienced professionals, H&R Block is dedicated to providing personalized and reliable financial solutions to help clients navigate their financial obligations and achieve their goals. Visit H&R Block today for expert financial guidance and support.

Charles A. Cagle, CPA is a reputable accounting and finance institution located at 5267 Oakview Drive in Allentown, Pennsylvania, United States. With years of experience and expertise in the field, Charles A. Cagle, CPA offers a wide range of services including tax preparation, financial planning, and auditing. Clients can rely on the institution for accurate and reliable financial advice and assistance. Whether you are an individual or a business owner, Charles A. Cagle, CPA is dedicated to helping you achieve your financial goals.

Derr Bruce H CPA is a reputable accounting and finance institution located at 880 Minesite Road in Allentown, Pennsylvania, United States. With a team of experienced and knowledgeable CPAs, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Whether you are an individual or a business owner, Derr Bruce H CPA is dedicated to providing professional and personalized financial solutions to help you achieve your financial goals. Contact them today for all your accounting and finance needs.

Sampson Accounting LLC is a reputable accounting and finance institution located at 6034 Hamilton Boulevard in Allentown, Pennsylvania, United States. We offer a wide range of professional accounting services to individuals and businesses, including tax preparation, bookkeeping, payroll processing, and financial consulting. Our team of experienced accountants is dedicated to providing accurate and reliable financial solutions tailored to meet our clients' specific needs. Whether you are looking for personal tax assistance or business financial planning, Sampson Accounting LLC is here to help you achieve your financial goals. Contact us today to schedule a consultation and learn more about how we can assist you with your accounting needs.

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.

Y&L Complete Finance is a reputable accounting and finance institution located at 1423 West Chew Street in Allentown, Pennsylvania. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Our services include tax preparation, bookkeeping, financial planning, and more. At Y&L Complete Finance, we strive to provide our clients with personalized and comprehensive financial solutions to help them achieve their financial goals. Visit us today to experience top-notch financial services in a friendly and professional environment.